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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Parker Hannifin (PH) is 8/10.
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.
Scored from Parker Hannifin’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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On August 13, 2026, Parker-Hannifin completed its previously announced acquisition of Filtration Group Corporation, pursuant to the merger agreement dated November 10, 2025 under which Prosper Merger Sub Corp. merged into Filtration Group. The 8-K also reports a related direct financial obligation (Item 2.03) incurred in connection with funding the transaction.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $4.90B | +1.2% | $5.34 | +7.0% | 36.9% | 19.8% | 14.2% | $649M |
| FY2025 Q2 | $4.74B | -1.6% | $7.25 | +38.6% | 36.5% | 20.4% | 20.0% | $814M |
| FY2025 Q3 | $4.96B | -2.2% | $7.37 | +32.6% | 36.9% | 21.1% | 19.4% | $542M |
| FY2025 Q4 | $5.24B | +1.1% | $7.15 | +19.0% | 37.3% | 21.3% | 17.6% | $1.34B |
| FY2026 Q1 | $5.08B | +3.7% | $6.29 | +17.8% | 37.5% | 20.3% | 15.9% | $693M |
| FY2026 Q2 | $5.17B | +9.1% | $6.60 | -9.0% | 37.3% | 21.1% | 16.3% | $768M |
| FY2026 Q3 | $5.49B | +10.6% | $7.06 | -4.2% | 36.8% | 20.7% | 16.5% | $881M |
| FY2026 Q4 | $5.75B | +9.8% | $8.54 | +19.4% | 39.0% | 23.9% | 19.0% | $3.90B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $19.07B | +20.2% | $16.00 | +58.7% | 34.0% | 16.9% | 10.9% | $2.60B |
| FY2024 | $19.93B | +4.5% | $21.79 | +36.2% | 35.9% | 19.5% | 14.3% | $2.98B |
| FY2025 | $19.85B | -0.4% | $27.11 | +24.4% | 36.9% | 20.7% | 17.8% |
| $3.34B |
| FY2026 | $21.50B | +8.3% | $28.49 | +5.1% | 37.7% | 21.6% | 17.0% | $6.25B |