Parker-Hannifin (PH) Q2 FY26 earnings call

Earnings call· Dec 2025 (Q2 FY26)· Industrials· Jan 29, 2026

Source: earnings call transcript

Parker-Hannifin delivered a strong Q2 FY26, achieving record sales and profitability driven by robust organic growth and significant margin expansion across all segments. The company is making progress on the Filtration Group acquisition, which is expected to further transform its portfolio and accelerate growth. Management remains confident in delivering another record fiscal year, raising full-year guidance across key metrics.

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PH operating KPIs by quarter

PH operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Jun 2025 Q4 FY25	This call Dec 2025 Q2 FY26	Mar 2026 Q3 FY26	Jun 2026 Q4 FY26	Change vs prior quarter
Backlog Aerospace	—	$8B Backlog 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	$8.4B That 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	$8.5B Backlog in aerospace is up 15% versus prior year and reached a record $8.5 billion. Source: earnings call transcript	+1.2%
Backlog	$11B We 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	$11.7B Backlog increased to a record $11.7 billion. Source: earnings call transcript	$12.5B Orders came in at 9% with a record backlog of $12.5 billion. Source: earnings call transcript	$12.8B Backlog 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.