PH Parker-Hannifin (PH) Q4 FY26 earnings call
Parker-Hannifin delivered a record-setting Q4 and full fiscal year 2026, driven by strong organic growth and significant margin expansion across all segments. The company surpassed its FY29 adjusted segment operating margin target ahead of schedule and subsequently raised its long-term target to 30% by FY31. Management also announced a shift to rolling 12-month order rate reporting for the Industrial segment, reflecting the company's transformed portfolio with greater exposure to longer-cycle, more resilient end markets.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
PH operating KPIs by quarter
| KPI | Jun 2025 Q4 FY25 | Dec 2025 Q2 FY26 | Mar 2026 Q3 FY26 | This call Jun 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|
| Backlog Aerospace | — | $8BBacklog also increased plus 14% and reached a record $8 billion for Aerospace for the first time in the history of the company.Source: earnings call transcript | $8.4BThat resulted in aerospace order rates of plus 14% and backlog increased 15% in this segment and reached a record of $8.4 billion.Source: earnings call transcript | $8.5BBacklog in aerospace is up 15% versus prior year and reached a record $8.5 billion.Source: earnings call transcript | +1.2% |
| Backlog | $11BWe finished the year with a record $11 billion in backlog, and we remain committed to a disciplined, active and balanced capital deployment strategy.Source: earnings call transcript | $11.7BBacklog increased to a record $11.7 billion.Source: earnings call transcript | $12.5BOrders came in at 9% with a record backlog of $12.5 billion.Source: earnings call transcript | $12.8BBacklog increased 16% versus prior year and is now a new record at $12.8 billion.Source: earnings call transcript | +2.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.