PH Parker-Hannifin (PH) Q2 FY25 earnings call
Parker-Hannifin delivered record Q2 FY25 adjusted segment operating margins and EPS, showcasing the strength of its Win Strategy and operational excellence in navigating a challenging industrial environment. While aerospace continued its robust performance, the industrial recovery has been delayed, pushing out expectations for positive sales growth into FY26. The company remains focused on debt reduction and strategic M&A, with a positive outlook on longer-cycle industrial orders and distribution sentiment.
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PH operating KPIs by quarter
| KPI | Jun 2025 Q4 FY25 | Dec 2025 Q2 FY26 | Mar 2026 Q3 FY26 | 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.