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Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The acquisition of Filtration Group adds complementary and proprietary technologies for critical applications, while expanding our presence in life sciences, HVAC and refrigeration and implant industrial market verticals.”
Parker-Hannifin is acquiring Filtration Group Corporation, adding complementary filtration technologies and expanding into life sciences, HVAC/refrigeration and industrial verticals with ~$220M in targeted synergies.
“And we completed the acquisition of Curtis Instruments.”
Parker-Hannifin closed its acquisition of Curtis Instruments in September, adding roughly $235 million of annualized sales across its North America and International segments.
“we announced our intent to acquire Curtis Instruments, further expanding our electrification offering and secular revenue mix. Curtis is the leader in low-voltage motor control solutions for zero emission and hybrid mobile equipment.”
Parker Hannifin is acquiring Curtis Instruments (low-voltage motor control for zero-emission and hybrid equipment), expected to close by end of calendar 2025; initially margin-dilutive but EPS-accretive in year one.
“understand an environment when you've got kind of Boeing strikes to contend with and slowing kind of end market expectations over the course of the quarter?”
An analyst asks how Parker's manufacturing agility helps it manage disruption from the Boeing labor strikes and softening end markets affecting Aerospace OEM production, prompting Parker to detail its ability to flex production between OEM and aftermarket.
Parker Hannifin delivered Q2 FY26 sales up 9% with nearly 7% organic growth, and adjusted EPS of $7.65, up 17%. Record results featured 27.1% segment operating margins with aerospace surpassing 30% margin and maintaining its record $8 billion backlog. The Filtration Group acquisition was announced targeting $220 million in synergies. Europe turned positive for the first time in the recovery cycle. FY2026 guidance was raised again with EPS midpoint to $30.70 (+2.3%), organic growth to 5%, and free cash flow increased.
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 |
| Analyst | Firm | Questions (Challenge)Percentage 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 O'Dea | Wells Fargo | 11 (0%) |
| Joe Ritchie | Goldman Sachs | 11 (0%) |
| Jeff Sprague | Vertical Research Partners | 11 (9%) |
| Julian Mitchell | Barclays | 10 (0%) |
| Scott Davis | Melius Research | 9 (0%) |
| Amit Mehrotra | UBS | 8 (38%) |
| Mig Dobre | Robert W. Baird | 8 (0%) |
| Jamie Cook | Truist Securities | 7 (0%) |
| Nicole DeBlase | Deutsche Bank | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
| 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% |