Jun 2026 (Q4 FY26) — Aug 6, 2026
Parker-Hannifin Q4 FY26 — Record Performance and Elevated Long-Term Margin Target
Read the full callParker-Hannifin (PH) earnings
- Jun 2026
- Jun 2026 (Q4 FY26)
- Jun 2026
Parker-Hannifin earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 5,755 | +9.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 25.6 | +2.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Guidance
What management said, and what became of it
36 of 38 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Full-year adjusted earnings per share | $28.90 at the midpoint | Jun 2025 | we achieved $9.27 for the quarter... adjusted EPS is $34.75, that's up 8% | Achieved |
| Full-year adjusted earnings per share | $34.75 at the midpoint | Jun 2026 | EPS, full year adjusted EPS is going to be $34.75 at the midpoint, that's an increase of 8% versus prior year. | New |
| Q3 FY26 adjusted segment operating margin | 27.0% | Dec 2025 | 40 basis points of margin expansion, resulting in 26.7% adjusted segment operating margin | Missed |
2 of Parker-Hannifin Corp's 56 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 53 more targets are in the full ledger.
Claimed
- Achieved record fiscal year 2026 sales of $21.5 billion, surpassing $20 billion for the first time.
- Adjusted segment operating margin expanded 120 basis points to a record 27.3% for FY26, surpassing the FY29 target ahead of schedule.
- Delivered record adjusted EPS and cash flow from operations of $4.4 billion for FY26, marking the first time over $4 billion.
- Reported Q4 FY26 organic growth of 8%, the strongest quarter of the fiscal year.
- Reduced net debt to adjusted EBITDA to 1.4x, down from 1.7x a year ago, while deploying nearly $15 billion in capital.
Qualified
- FY27 guidance includes a tax headwind due to higher discrete items in the prior year, impacting EPS by -$0.07.
- FY27 guidance includes an unfavorable impact of -$0.14 on EPS from non-repeat favorable foreign currency exchange experienced in FY26.
- Latin America Industrial organic growth was down 3% versus the prior year in Q4 FY26.
- Oil & Gas vertical is expected to be flat in FY27, offsetting strong growth in gas turbine power generation.
Price
$966.26 +0.30% · +$2.92
Performance +31.7% 1Y
1Y: $733.59 on 17 Oct 2025 → $966.26. High $1,073.87 (7 Aug 2026), low $733.59 (17 Oct 2025).
- Previous close
- $963.34
- 52-week range
- $740.01 – $1,073.87
- One year
- +30.57%
Overview
- Symbol
- PH
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
36 of 38 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Full-year adjusted earnings per share | $28.90 at the midpoint | Jun 2025 | we achieved $9.27 for the quarter... adjusted EPS is $34.75, that's up 8% | Achieved |
| Full-year adjusted earnings per share | $34.75 at the midpoint | Jun 2026 | EPS, full year adjusted EPS is going to be $34.75 at the midpoint, that's an increase of 8% versus prior year. | New |
| Q3 FY26 adjusted segment operating margin | 27.0% | Dec 2025 | 40 basis points of margin expansion, resulting in 26.7% adjusted segment operating margin | Missed |
Claimed
- Achieved record fiscal year 2026 sales of $21.5 billion, surpassing $20 billion for the first time.
- Adjusted segment operating margin expanded 120 basis points to a record 27.3% for FY26, surpassing the FY29 target ahead of schedule.
- Delivered record adjusted EPS and cash flow from operations of $4.4 billion for FY26, marking the first time over $4 billion.
- Reported Q4 FY26 organic growth of 8%, the strongest quarter of the fiscal year.
- Reduced net debt to adjusted EBITDA to 1.4x, down from 1.7x a year ago, while deploying nearly $15 billion in capital.
Qualified
- FY27 guidance includes a tax headwind due to higher discrete items in the prior year, impacting EPS by -$0.07.
- FY27 guidance includes an unfavorable impact of -$0.14 on EPS from non-repeat favorable foreign currency exchange experienced in FY26.
- Latin America Industrial organic growth was down 3% versus the prior year in Q4 FY26.
- Oil & Gas vertical is expected to be flat in FY27, offsetting strong growth in gas turbine power generation.
The full ledger
Open Parker-Hannifin Corp’s full ledger
A free account opens 5 company ledgers a month. All 56 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q3 FY26) — Apr 30, 2026
Parker-Hannifin Q3 FY26 — Record Performance Driven by Strong Organic Growth and Margin Expansion
Read the full callDec 2025 (Q2 FY26) — Jan 29, 2026
Parker-Hannifin Q2 FY26 — Record Sales, Margin Expansion, and Filtration Group Acquisition Progress
Read the full callEvery analysed call
Parker-Hannifin earnings calls (PH)
Financials
What the filings say
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 4,904 | 4,743 | 4,960 | 5,243 | 5,084 | 5,174 | 5,486 | 5,755 |
| Operating profit | 1,058 | 992 | 1,108 | 1,188 | 1,183 | 1,182 | 1,229 | 1,474 |
| Operating margin | 21.6% | 20.9% | 22.3% | 22.7% | 23.3% | 22.8% | 22.4% | 25.6% |
| Other income | -70 | 275 | -17 | -18 | -42 | -12 | -11 | -39 |
| Interest | 113 | 101 | 96 | 99 | 101 | 106 | 99 | 95 |
| Profit before tax | 875 | 1,166 | 995 | 1,071 | 1,040 | 1,064 | 1,119 | 1,340 |
| Tax rate | 20.2% | 18.6% | 3.3% | 13.8% | 22.3% | 20.6% | 19.2% | 18.5% |
| EPS ($ per share) | 5.43 | 7.37 | 7.48 | — | 6.39 | 6.69 | 7.16 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 91 | 91 | 91 | 91 | 91 | 91 | 91 | 91 |
| Reserves | 12,778 | 13,644 | 14,915 | 15,662 | 17,042 | 19,105 | 21,775 | 24,487 |
| Total liabilities | 11,609 | 13,646 | 11,928 | 17,084 | 19,626 | 17,217 | 15,803 | 15,464 |
| Fixed assets | 1,768 | 2,293 | 2,266 | 2,123 | 2,865 | 2,876 | 2,937 | 3,020 |
| Investments | 151 | 71 | 39 | 28 | 8 | — | — | — |
| Total assets | 17,732 | 19,888 | 20,341 | 25,944 | 29,964 | 29,298 | 29,494 | 30,877 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,730 | 2,071 | 2,575 | 2,442 | 2,980 | 3,384 | 3,776 | 4,364 |
| Cash from investing | -219 | -5,024 | -0 | -419 | -8,177 | -298 | 224 | -1,390 |
| Cash from financing | 902 | 449 | -2,623 | 3,916 | -971 | -3,115 | -3,977 | -2,934 |
| Net cash flow | 2,398 | -2,534 | 48 | 5,915 | -6,173 | -53 | 45 | 34 |
| Capital expenditure | -195 | -233 | -210 | -230 | -381 | -400 | -435 | -459 |
| Free cash flow | 1,535 | 1,838 | 2,365 | 2,212 | 2,599 | 2,984 | 3,341 | 3,905 |
PH revenue by segment
Diversified Industrial shrank from 70% to 67% of revenue over the last two years.
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Diversified Industrial | 70% | 69% | 68% | 68% | 68% | 67% | 67% | 67% | +8.1% |
| Aerospace Systems | 30% | 31% | 32% | 32% | 32% | 33% | 33% | 33% | +13.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
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.
Revenue by region
Q4 FY2026 · share of revenue
- North America 67% ↓ 1 pt
- Asia Pacific 13% ↑ 1 pt
- Latin America 1%
As PH cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
149 filings between Oct 22, 2025 and Sep 9, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$49.75M
70 sales by 14 insiders
Compensation
not trading decisions- 23
- Award — granted as compensation
- 17
- Option exercise — converted options into shares
- 31
- Tax withheld — shares kept back by the company to cover tax
Also filed: 8 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Ross Andrew D | — | $12.70M | Aug 14, 2026 |
| Bracht Berend | — | $6.91M | Aug 26, 2026 |
| Parel Dinu J | — | $5.98M | Aug 14, 2026 |
| Hart Mark J | — | $5.47M | Aug 14, 2026 |
| Parmentier Jennifer A | — | $4.69M | Feb 11, 2026 |
| Gentile Thomas C | — | $3.56M | Feb 12, 2026 |
| Scott Patrick | — | $2.79M | Aug 17, 2026 |
| Leombruno Todd M. | — | $2.07M | Feb 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | Czaja Mark T VP & Chief Tech. & Innov. Off. | Gift | 1,056 | $0 |
| Sep 8, 2026 | Thompson Laura K Director | Sale | 160 | $153.4K |
| Aug 26, 2026 | Bracht Berend VP & Pres.- Motion Sys. Grp. | Option exercise | 1,500 | $448.8K |
| Aug 26, 2026 | Bracht Berend VP & Pres.- Motion Sys. Grp. | Tax withheld | 898 | $933.6K |
| Aug 26, 2026 | Bracht Berend VP & Pres.- Motion Sys. Grp. | Sale | 602 | $626.4K |
| Aug 18, 2026 | Scott Patrick VP & Pres-Fluid Conn. Grp. | Gift | 95 | $0 |
| Aug 17, 2026 | Scott Patrick VP & Pres-Fluid Conn. Grp. | Sale | 10 | $10.6K |
| Aug 17, 2026 | Scott Patrick VP & Pres-Fluid Conn. Grp. | Sale | 1,225 | $1.29M |
| Aug 14, 2026 | Parel Dinu J VP & Chief Digital & Info Off. | Sale | 320 | $339.1K |
| Aug 14, 2026 | Ross Andrew D President & COO | Sale | 5,498 | $5.81M |
| Aug 14, 2026 | Hart Mark J EVP-HR & External Affairs | Sale | 2,497 | $2.64M |
| Aug 14, 2026 | Parel Dinu J VP & Chief Digital & Info Off. | Sale | 1,972 | $2.09M |
| Aug 14, 2026 | Bracht Berend VP & Pres.- Motion Sys. Grp. | Sale | 700 | $738.5K |
| Aug 14, 2026 | Parel Dinu J VP & Chief Digital & Info Off. | Sale | 80 | $84.8K |
| Aug 14, 2026 | Verrier James Director | Sale | 1,500 | $1.59M |
| Aug 14, 2026 | Parel Dinu J VP & Chief Digital & Info Off. | Sale | 976 | $1.03M |
| Aug 14, 2026 | Parel Dinu J VP & Chief Digital & Info Off. | Sale | 438 | $463.0K |
| Aug 14, 2026 | Parel Dinu J VP & Chief Digital & Info Off. | Sale | 470 | $496.3K |
| Aug 14, 2026 | Reidy Jay VP & Pres.-Aerospace Grp. | Sale | 300 | $316.7K |
| Aug 14, 2026 | Czaja Mark T VP & Chief Tech. & Innov. Off. | Gift | 951 | $0 |
| Aug 14, 2026 | Scott Patrick VP & Pres-Fluid Conn. Grp. | Sale | 631 | $664.6K |
| Aug 14, 2026 | Parel Dinu J VP & Chief Digital & Info Off. | Sale | 213 | $224.6K |
| Apr 22, 2026 | Bracht Berend VP & Pres.- Motion Sys. Grp. | Tax withheld | 1,948 | $1.86M |
| Apr 22, 2026 | Bracht Berend VP & Pres.- Motion Sys. Grp. | Award | 4,467 | $0 |
| Apr 22, 2026 | Bendali Rachid VP & Pres.- Eng. Mat. Grp. | Tax withheld | 1,913 | $1.83M |
| Apr 22, 2026 | Bendali Rachid VP & Pres.- Eng. Mat. Grp. | Award | 4,467 | $0 |
| Apr 22, 2026 | Ross Andrew D President & COO | Tax withheld | 4,339 | $4.14M |
| Apr 22, 2026 | Parmentier Jennifer A Chief Executive Officer | Tax withheld | 12,997 | $12.40M |
| Apr 22, 2026 | Ross Andrew D President & COO | Award | 9,837 | $0 |
| Apr 22, 2026 | Czaja Mark T VP & Chief Tech. & Innov. Off. | Award | 3,580 | $0 |
| Apr 22, 2026 | Leonti Joseph R EVP, Gen Counsel & Secretary | Tax withheld | 1,834 | $1.75M |
| Apr 22, 2026 | Leombruno Todd M. EVP & CFO | Tax withheld | 3,638 | $3.47M |
| Apr 22, 2026 | Leonti Joseph R EVP, Gen Counsel & Secretary | Award | 4,546 | $0 |
| Apr 22, 2026 | Jacobson Matthew A. VP & Pres.-Filtration Grp. | Tax withheld | 585 | $558.3K |
| Apr 22, 2026 | Jacobson Matthew A. VP & Pres.-Filtration Grp. | Award | 1,424 | $0 |
| Apr 22, 2026 | Parel Dinu J VP - Chief Digital & Info Off. | Tax withheld | 1,970 | $1.88M |
| Apr 22, 2026 | Ives Angela R VP & Controller | Tax withheld | 682 | $650.9K |
| Apr 22, 2026 | Parel Dinu J VP - Chief Digital & Info Off. | Award | 4,467 | $0 |
| Apr 22, 2026 | Reidy Jay VP & Pres.-Aerospace Grp. | Tax withheld | 1,495 | $1.43M |
| Apr 22, 2026 | Reidy Jay VP & Pres.-Aerospace Grp. | Award | 3,725 | $0 |
| Apr 22, 2026 | Hart Mark J EVP-HR & External Affairs | Tax withheld | 1,970 | $1.88M |
| Apr 22, 2026 | Leombruno Todd M. EVP & CFO | Award | 8,343 | $0 |
| Apr 22, 2026 | Hart Mark J EVP-HR & External Affairs | Award | 4,467 | $0 |
| Apr 22, 2026 | Scott Patrick VP & Pres. - Fluid Conn. | Award | 3,811 | $0 |
| Apr 22, 2026 | Scott Patrick VP & Pres. - Fluid Conn. | Tax withheld | 1,682 | $1.61M |
| Apr 22, 2026 | Parmentier Jennifer A Chief Executive Officer | Award | 29,808 | $0 |
| Apr 22, 2026 | Gentile Thomas C VP-Global Supply Chain | Tax withheld | 989 | $943.9K |
| Apr 22, 2026 | Gentile Thomas C VP-Global Supply Chain | Award | 2,241 | $0 |
| Apr 22, 2026 | Czaja Mark T VP & Chief Tech. & Innov. Off. | Tax withheld | 1,421 | $1.36M |
| Apr 22, 2026 | Ives Angela R VP & Controller | Award | 1,563 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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