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Top analysts & firms
All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions
What does “challenging” mean?
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Most active analysts
Analyst
Firm
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Material event since the last analyzed call: Completed acquisition of Filtration Group, expanding the filtration portfolio (Aug 13, 2026). See corporate events below.
Corporate events
Filed after the FY2026 Q3 call day (Apr 30, 2026) through the next call day (Aug 6, 2026)From SEC 8-K filings
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters
6%
Share price · trailing year
daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score
Sources.Tellvest earnings-call sentiment score for Parker Hannifin (PH), FY2026 Q3: 8/10. Scores: Parker Hannifin’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: PH daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
company-level, not the selected quarter
GAAP revenue YoY +10.6% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
▸How this score was built
Base7Base 7GAAP revenue YoY +10.6% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion. Total sales growth of nearly 11% driven by organic growth 6.5%, currency 2.5%, and acquisitions 1.5%.+EPS0EPS 0GAAP EPS YoY -4.21% vs rev YoY 10.60%, GAAP spread -14.81 percentage points (outside -5 percentage points → mechanical -1). operating income YoY 8.31%, operating income spread -2.29 percentage points (inside ±5 percentage points → 0). GAAP EPS and OI disagree, OI wins. The GAAP EPS decline is driven by Meggitt acquisition amortization (~$1.11/share gap between GAAP $7.06 and adjusted $8.17). Adjusted EPS grew 18% but the 18% growth also includes favorable discrete tax items ($0.18) and share count benefit, operating income spread confirms no operating leverage signal.+Guidance+1Guidance +1Full-year FY2026 adjusted EPS raised by $0.50 to $31.20 midpoint from $30.70. Change = (31.20 - 30.70) / 30.70 = +1.63% → raise <3%. Also raised organic growth from 5% to 5.5% and free cash flow to $3.45B midpoint.=Final8
How this score was built
Base7Base 7GAAP revenue YoY +10.6% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion. Total sales growth of nearly 11% driven by organic growth 6.5%, currency 2.5%, and acquisitions 1.5%.+
1074
741.39
8
8
8
Oct 25Oct 26
EPS
0
EPS 0GAAP EPS YoY -4.21% vs rev YoY 10.60%, GAAP spread -14.81 percentage points (outside -5 percentage points → mechanical -1). operating income YoY 8.31%, operating income spread -2.29 percentage points (inside ±5 percentage points → 0). GAAP EPS and OI disagree, OI wins. The GAAP EPS decline is driven by Meggitt acquisition amortization (~$1.11/share gap between GAAP $7.06 and adjusted $8.17). Adjusted EPS grew 18% but the 18% growth also includes favorable discrete tax items ($0.18) and share count benefit, operating income spread confirms no operating leverage signal.
+
Guidance+1Guidance +1Full-year FY2026 adjusted EPS raised by $0.50 to $31.20 midpoint from $30.70. Change = (31.20 - 30.70) / 30.70 = +1.63% → raise <3%. Also raised organic growth from 5% to 5.5% and free cash flow to $3.45B midpoint.
=
Final8
Quarter in detail
· FY2026 Q3
Macro signals
→Trade & Tariffs↑CAPEX↑Supply Chain
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.
Key themes
7
positive📊 company
Record Q3 Performance Across Sales, Margins, And EPS
Record Q3 sales of $5.5 billion with organic growth of 6.5%. Adjusted segment operating margin reached 26.7%, up 40 basis points. Adjusted EPS of $8.17 grew 18%, the first quarter ever above $8.
Revenue Growth
Key financials
FY2026 Q3 selectedReported GAAP figures from SEC filings
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Quarter
Revenue
Rev YoY
EPS
EPS YoY
Op margin
Net margin
FCF
FY2025 Q1
$4.90B
+1.2%
$5.34
+7.0%
21.6%
14.2%
$649M
FY2025 Q2
$4.74B
-1.6%
$7.25
+38.6%
20.9%
20.0%
$814M
FY2025 Q3
$4.96B
-2.2%
$7.37
+32.6%
22.3%
19.4%
$542M
FY2025 Q4
$5.24B
+1.1%
$7.15
+19.0%
22.7%
17.6%
$1.34B
FY2026 Q1
$5.08B
+3.7%
$6.29
+17.8%
23.3%
15.9%
$693M
FY2026 Q2
$5.17B
+9.1%
$6.60
-9.0%
22.8%
16.3%
$768M
FY2026 Q3Selected
$5.49B
+10.6%
$7.06
-4.2%
22.4%
16.5%
$881M
FY2026 Q4
$5.75B
+9.8%
$8.54
+19.4%
25.6%
19.0%
$1.56B
As stated by management
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
EPS
“adjusted earnings per share of $8.17”
Revenue
“Total sales were up nearly 11%. Organic growth was 6.5%.”
Margin
positive📊 company
Aerospace And Defense Delivers 14.2% Organic Growth
Aerospace sales of $1.8 billion with 14.2% organic growth. Commercial OEM up 22%, aftermarket up 14%. Backlog reached record $8.4 billion, up 15%. Fourth consecutive year of double-digit organic growth in aerospace.
Revenue GrowthDemand
positive📊 company
Industrial Recovery Broadening Across Short And Long Cycle
Industrial orders positive for six consecutive quarters. North America orders plus 7% for two straight quarters. More broad-based positivity on both short and long cycle than earlier this year. Record total backlog of $12.5 billion.
DemandCompetitive Dynamics
positive📊 company
Full-Year Guidance Raised On Organic Growth And EPS
Full-year adjusted EPS raised by $0.50 to $31.20 at the midpoint, up 14.2% versus prior year. Organic growth raised from 5% to 5.5%. Free cash flow raised to $3.45 billion at the midpoint.
Guidance ReliabilityRevenue Growth
positive📊 company
Filtration Group Acquisition On Track Within Twelve Months
Filtration Group acquisition closing anticipated within twelve months of the November announcement. Integration planning underway. $20 million in synergies targeted by end of year three. Leverage not expected to surpass 3x.
M&ACapital Allocation
neutral🏢 sector
Tariff And Price-Cost Management Showing No Earnings Impact
Management states tariffs are dynamic but teams are managing with no expected impact to earnings. Price-cost management has been a core Win Strategy element for over 25 years. Industrial pricing back to a normal environment.
Trade TariffsPricing
positive🌍 macro
Data Center And Electronics Driving Asia Pacific Growth
Asia Pacific delivered plus 10% organic growth driven by electronics and semicon demand. Data center business is approximately 1% of sales but growing nicely. Full-year Asia Pacific raised to positive high single-digit growth.
“Full-year adjusted EPS has been raised by $0.50 to $31.20 at the midpoint”
Key metric
“record backlog of $12.5 billion”
Mentions
Calendar Q1 2026
What PH said about other companies on its FY2026 Q3 call, and what other companies said about PH on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
Companies PH discussed
2 mentions
MeggittNot covered by TellvestFY2026 Q3Acquisition
“With the Meggitt acquisition, we increased our global footprint and are now very well equipped to serve current and future demand from OEM and aftermarket customers in the Americas, EMEA, and Asia.”
Parker credits its completed Meggitt acquisition with expanded aerospace/defense footprint across regions.
Filtration GroupNot covered by TellvestFY2026 Q3Acquisition
“we are continuing to make progress on the Filtration Group acquisition.”
Parker is progressing toward closing the pending Filtration Group acquisition; integration planning underway.
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss