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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Andy Obin | Bank of America | 12 | 17% |
| Joe Ritchie | Goldman Sachs | 11 | 0% |
| Joe O'Dea | Wells Fargo | 11 | 0% |
| Jeff Sprague | Vertical Research Partners | 11 | 9% |
| Julian Mitchell | Barclays | 10 | 0% |
| Scott Davis | Melius Research | 9 | 0% |
| Mig Dobre | Robert W. Baird | 8 | 0% |
| Amit Mehrotra | UBS | 8 | 38% |
| Jamie Cook | Truist Securities | 7 | 0% |
| Nigel Coe | Wolfe Research | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 12 | 17% |
| Vertical Research Partners | 1 | 11 | 9% |
| Goldman Sachs | 1 | 11 | 0% |
| Wells Fargo |
| 1 |
| 11 |
| 0% |
| Barclays | 1 | 10 | 0% |
| Melius Research | 1 | 9 | 0% |
| Robert W. Baird | 1 | 8 | 0% |
| UBS | 1 | 8 | 38% |
Parker Hannifin delivered record Q3 FY26 performance with sales up nearly 11% (6.5% organic) and adjusted EPS of $8.17. Aerospace and defense delivered 14.2% organic growth, and the industrial recovery broadened across both short and long cycle. FY2026 guidance was raised again with EPS midpoint increased by $0.50 to $31.20, organic growth raised to 5.5%, and free cash flow to $3.45 billion. The Filtration Group acquisition was on track within twelve months. Record backlog of $12.5 billion supported continued momentum. Tariffs showed no earnings impact.
Demand | Margin | Revenue Growth | Guidance Reliability | Trade Tariffs | M&A | Macroeconomic | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 11 | 6 | 4 | 3 | 2 | 1 | 3 | 2 |
| 2025Q3 | 8 | 3 | 3 | 2 | 7 | 3 | 3 | 2 |
| 2025Q4 | 6 | 8 | 5 | 5 | 1 | 2 | 1 | 1 |
| 2026Q1 | 9 | 9 | 7 | 4 | 1 | 3 | 1 | 1 |
| 2026Q2 | 13 | 5 | 9 | 4 | 1 | 3 | 2 | 2 |
| 2026Q3 | 14 | 5 | 6 | 3 | 2 | 2 | 3 | 3 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Demand | 11 | 8 | 6 | 9 | 13 | 14 |
| Margin | 6 | 3 | 8 | 9 | 5 | 5 |
| Revenue Growth | 4 | 3 | 5 | 7 | 9 | 6 |
| Guidance Reliability | 3 | 2 | 5 | 4 | 4 | 3 |
| Trade Tariffs | 2 | 7 | 1 | 1 | 1 | 2 |
| M&A | 1 | 3 | 2 | 3 | 3 | 2 |
| Macroeconomic | 3 | 3 | 1 | 1 | 2 | 3 |
| Competitive Dynamics | 2 | 2 | 1 | 1 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PH Parker Hannifin | 8 | +10.6% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |