Analyst Consensus ?
ConsensusBuy39 ratings
Bullish2666.7%
Neutral1230.8%
Bearish12.5%
Parker-Hannifin Corporation · PH · FY2025 Q4 · Calendar Q3 2025
Parker-Hannifin: Aerospace Strength Offsets Modest Industrial Growth
The supplied analysis supports a resilient earnings-growth case led by aerospace, backlog and margin execution, but the outlook is tempered by modest industrial growth and Curtis integration demands.
Reported Before market openNYSEIndustrials
$121.37B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$7.69
Consensus $7.10
EPS surprise
+8.3%
Reported versus consensus
Reported revenue
$5.24B
Consensus $5.12B
Revenue surprise
+2.5%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+4.0%
Event window
SPY move
-0.1%
Same window
Abnormal move
+4.1%
Stock minus SPY
Volume
2.1×
Versus trailing sessions
Subsequent drift
+4.6%
Up to 20 sessions
PHSPY benchmark
Ask FN2 about PH FY2025 Q4
Transcript, numbers and history already loaded
Why did PH rise 4.0% after beating EPS estimates in FY2025 Q4?What changed in PH's guidance and outlook in FY2025 Q4?Give me the bull and bear case for PH after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The narrative shifted from maintained prior guidance and tariff mitigation to raised FY26 guidance, a larger electrification platform through Curtis Instruments, and increased investment in capex, automation and robotics.
Guidance delta
Management raised guidance: FY26 targets about 8% aerospace organic growth, 1% industrial growth and 6% EPS growth.
Key takeaways
- FY25 set records for sales, margins, cash flow and backlog, according to the supplied analysis.
- Aerospace strength and a record backlog support the near-term growth framework.
- Curtis Instruments expands electrification exposure but brings integration costs and initial dilution.
Management priorities
- Integrate Curtis Instruments and realize synergies over three years.
- Invest in North American capacity, automation and robotics.
- Continue margin expansion, buybacks and disciplined capital deployment.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$962.56Current
$260Low
$913.85Average
$1,358High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 10, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Oct 9, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Aug 14, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 11, 2026 |
| UBS | Buy | Buy | Maintain | Aug 7, 2026 |
| Truist Securities | Buy | Buy | Maintain | Aug 7, 2026 |
| Susquehanna | Positive | Positive | Maintain | Aug 7, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Aug 7, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 7, 2026 |
| BNP Paribas | Outperform | Outperform | Maintain | Aug 7, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | May 26, 2026 |
| Stifel | Hold | Hold | Maintain | Apr 10, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Mar 27, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Feb 24, 2026 |
| Jefferies | Buy | Buy | Maintain | Jan 30, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jan 30, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Dec 17, 2025 |
| Baird | Outperform | Outperform | Maintain | Nov 12, 2025 |
| Argus Research | Buy | Buy | Maintain | Nov 10, 2025 |
| Mizuho | Outperform | Outperform | Maintain | Oct 17, 2025 |
| Deutsche Bank | Hold | Buy | Downgrade | Sep 4, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Aug 8, 2025 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Apr 3, 2025 |
| TD Cowen | Hold | Hold | Maintain | Nov 12, 2024 |
| B of A Securities | Buy | Buy | Maintain | May 17, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | May 5, 2023 |
| Gordon Haskett | Buy | Hold | Upgrade | Jun 16, 2020 |
| Bank of America | Buy | Neutral | Upgrade | Dec 17, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Jul 15, 2019 |
| Vertical Research | Hold | Buy | Downgrade | Feb 1, 2019 |
| Cowen & Co. | Underperform | Market Perform | Downgrade | Oct 15, 2018 |
| Buckingham Research | Buy | Neutral | Upgrade | Sep 14, 2018 |
| Buckingham | Buy | Neutral | Upgrade | Sep 14, 2018 |
| Argus | Hold | Buy | Downgrade | Aug 14, 2018 |
| Aegis Capital | Hold | Hold | Maintain | Dec 9, 2016 |
| Avondale Partners | Perform | Market Perform | Maintain | Apr 7, 2016 |
| ISI Group | Buy | Neutral | Upgrade | Aug 7, 2014 |
| MKM Partners | Buy | Buy | Maintain | Apr 30, 2014 |
| Longbow Research | Neutral | Underperform | Upgrade | Apr 29, 2013 |
| RBC Capital | Perform | Sector Perform | Maintain | Feb 15, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $962.56. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wells Fargo | Analyst unavailable | $1,050 | $974.98 | +9.1% | Sep 24, 2026 |
| Bernstein | Varun Govindaraj | $1,218 | $1,057.28 | +26.5% | Aug 14, 2026 |
| Truist Financial | Analyst unavailable | $1,358 | $1,079.69 | +41.1% | Aug 7, 2026 |
| Stifel Nicolaus | Nathan Jones | $1,075 | $1,081.58 | +11.7% | Aug 7, 2026 |
| BMO Capital | Daniel DiCicco | $1,214 | $1,069.8 | +26.1% | Aug 7, 2026 |
| UBS | Amit Mehrotra | $1,250 | $1,069.8 | +29.9% | Aug 7, 2026 |
| KeyBanc | Analyst unavailable | $1,210 | $1,069.8 | +25.7% | Aug 7, 2026 |
| Bernstein | Varun Govindaraj | $1,037 | $973.1 | +7.7% | Jul 16, 2026 |
| Truist Financial | Jamie Cook | $1,269 | $963.81 | +31.8% | Jul 2, 2026 |
| Bernstein | Varun Govindaraj | $1,026 | $905.53 | +6.6% | Jun 9, 2026 |
| Wells Fargo | Joseph O'Dea | $950 | $866.96 | -1.3% | May 26, 2026 |
| Evercore ISI | Analyst unavailable | $1,064 | $870.1 | +10.5% | May 11, 2026 |
| Truist Financial | Analyst unavailable | $1,147 | $889.27 | +19.2% | May 1, 2026 |
| Mizuho Securities | Brett Linzey | $1,050 | $895.3 | +9.1% | May 1, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,000 | $983.17 | +3.9% | Apr 10, 2026 |
| BMO Capital | Analyst unavailable | $1,090 | $901.46 | +13.2% | Mar 26, 2026 |
| Morgan Stanley | Analyst unavailable | $1,038 | $1,018.77 | +7.8% | Feb 24, 2026 |
| Truist Financial | Analyst unavailable | $1,139 | $936.2 | +18.3% | Jan 30, 2026 |
| KeyBanc | Analyst unavailable | $1,100 | $948.4 | +14.3% | Jan 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $965 | $948.4 | +0.3% | Jan 30, 2026 |
| Robert W. Baird | Analyst unavailable | $1,050 | $948.4 | +9.1% | Jan 30, 2026 |
| Barclays | Analyst unavailable | $1,020 | $948.4 | +6.0% | Jan 30, 2026 |
| Industrial Alliance Securities | Analyst unavailable | $1,032 | $948.4 | +7.2% | Jan 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $941 | $932.7 | -2.2% | Jan 23, 2026 |
| Morgan Stanley | Christopher Snyder | $945 | $931.66 | -1.8% | Jan 14, 2026 |
| Barclays | Analyst unavailable | $990 | $928.76 | +2.9% | Jan 7, 2026 |
| Wells Fargo | Joseph O'Dea | $1,000 | $928.76 | +3.9% | Jan 7, 2026 |
| KeyBanc | Jeffrey Hammond | $1,050 | $906.89 | +9.1% | Jan 6, 2026 |
| Truist Financial | Analyst unavailable | $1,097 | $874.17 | +14.0% | Dec 18, 2025 |
| Stifel Nicolaus | Analyst unavailable | $869 | $871.56 | -9.7% | Dec 16, 2025 |
| Goldman Sachs | Analyst unavailable | $1,000 | $883.45 | +3.9% | Dec 16, 2025 |
| Barclays | Julian Mitchell | $950 | $869.2 | -1.3% | Dec 4, 2025 |
| BNP Paribas | Analyst unavailable | $1,020 | $869.2 | +6.0% | Dec 4, 2025 |
| Susquehanna | Philip Walsh | $1,000 | $857.93 | +3.9% | Nov 12, 2025 |
| Truist Financial | Analyst unavailable | $977 | $844.01 | +1.5% | Nov 9, 2025 |
| KeyBanc | Analyst unavailable | $935 | $839.75 | -2.9% | Nov 7, 2025 |
| Stifel Nicolaus | Analyst unavailable | $723 | $733.59 | -24.9% | Oct 20, 2025 |
| Mizuho Securities | Analyst unavailable | $825 | $726.16 | -14.3% | Oct 17, 2025 |
| KeyBanc | Jeffrey Hammond | $825 | $728.66 | -14.3% | Oct 14, 2025 |
| Truist Financial | Jamie Cook | $910 | $750.68 | -5.5% | Oct 8, 2025 |
| Barclays | Analyst unavailable | $785 | $758.15 | -18.4% | Oct 1, 2025 |
| Raymond James | Tim Thein | $845 | $727.74 | -12.2% | Aug 8, 2025 |
| Mizuho Securities | Brett Linzey | $785 | $680.4 | -18.4% | May 16, 2025 |
| Argus Research | John Eade | $680 | $613.92 | -29.4% | May 6, 2025 |
| Barclays | Analyst unavailable | $750 | $634.66 | -22.1% | Mar 10, 2025 |
| Wells Fargo | Joseph O'Dea | $710 | $635.23 | -26.2% | Jan 7, 2025 |
| UBS | Amit Mehrotra | $842 | $569.81 | -12.5% | Nov 13, 2024 |
| KeyBanc | Jeffrey Hammond | $725 | $637.15 | -24.7% | Oct 14, 2024 |
| Mizuho Securities | Brett Linzey | $665 | $626.05 | -30.9% | Sep 20, 2024 |
| Argus Research | John Eade | $650 | $590.84 | -32.5% | Aug 16, 2024 |
| Barclays | Julian Mitchell | $650 | $568.08 | -32.5% | Aug 9, 2024 |
| Raymond James | Tim Thein | $610 | $504.22 | -36.6% | Jun 27, 2024 |
| Barclays | Julian Mitchell | $610 | $513.08 | -36.6% | Jun 4, 2024 |
| Mizuho Securities | Brett Linzey | $650 | $529.83 | -32.5% | May 28, 2024 |
| KeyBanc | Jeffrey Hammond | $640 | $544.48 | -33.5% | May 17, 2024 |
| Goldman Sachs | Joe Ritchie | $700 | $544.4 | -27.3% | May 17, 2024 |
| Argus Research | John Eade | $590 | $536.18 | -38.7% | May 6, 2024 |
| Mizuho Securities | Brett Linzey | $550 | $530.68 | -42.9% | May 3, 2024 |
| Stifel Nicolaus | Nathan Jones | $629 | $559.06 | -34.7% | Apr 3, 2024 |
| Truist Financial | Jamie Cook | $602 | $539.56 | -37.5% | Mar 13, 2024 |
| Mizuho Securities | Brett Linzey | $290 | $271.54 | -69.9% | May 8, 2022 |
| Stifel Nicolaus | Nathan Jones | $338 | $273.87 | -64.9% | Apr 18, 2022 |
| Barclays | Julian Mitchell | $350 | $274.43 | -63.6% | Apr 5, 2022 |
| Jefferies | Stephen Volkmann | $350 | $283.85 | -63.6% | Mar 5, 2022 |
| Goldman Sachs | Joe Ritchie | $375 | $313.07 | -61.0% | Dec 12, 2021 |
| Cowen & Co. | Joseph C Giordano | $260 | $328.67 | -73.0% | Nov 19, 2021 |
| J.P. Morgan | Ann Duignan | $310 | $323.67 | -67.8% | Nov 5, 2021 |
| KeyBanc | Jeffrey Hammond | $385 | $323.67 | -60.0% | Nov 5, 2021 |
| Melius Research | Scott Davis | $458 | $285.59 | -52.4% | Oct 11, 2021 |
| Stifel Nicolaus | Nathan Jones | $342 | $285.59 | -64.5% | Oct 11, 2021 |
| Argus Research | John Eade | $345 | $311.6 | -64.2% | May 5, 2021 |
| Bank of America Securities | Andrew Obin | $385 | $309.85 | -60.0% | Apr 29, 2021 |
| Morgan Stanley | Joshua Pokrzywinski | $355 | $317.01 | -63.1% | Apr 12, 2021 |
Track every rating change on PH the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationParker-Hannifin Corporation is a global enterprise specializing in the production and distribution of advanced motion and control technologies and systems. These solutions serve a broad spectrum of international markets, including mobile applications, industrial operations, and the aerospace sector. Its organizational structure is primarily divided into two key business units: Diversified Industrial and Aerospace Systems. Within the Diversified Industrial division, the product portfolio is extensive, covering sealing, protective shielding, thermal management systems, bonding agents, surface coatings, and technologies designed to reduce noise, vibration, and harshness. This segment also provides filtration units, diagnostic tools, and related solutions for purifying fuel, air, oil, water, and various other liquids and gases by eliminating contaminants.…
Historical context
All PH earningsIndustrials peers this season
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| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-10T16:50:43.846704+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-10T16:50:43.844098+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-10. For educational purposes only; not investment advice.