| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 27 | 31.7x | 17.3x | Bottom tier | |
Growth | 60 | 8.3% | 7.1% | Around median | |
Quality | 80 | 18.4% | 4.5% | Top tier | |
Safety | 83 | 1.2x | 2.6x | Top tier | |
Capital Return | 81 | 0.82% | 0.06% | Top tier | |
Momentum | 58 | 31.5% | -1.6% | Around median | |
Sentiment | 58 | 16 | 3 | Around median |
The floor: what the company is worth if growth stopped today
71% of today's price is what a buyer pays for growth that has not happened yet.
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Parker-Hannifin Corporation, listed under ticker PH on NYSE, sells motion and flow control technologies to industrial, aerospace, and defense customers. Its products include hoses, fittings, manifolds, filtration, and engineered materials for thermal management. Its business combines supplying components to original equipment manufacturers with meeting maintenance and replacement parts needs, reaching customers directly and through distributors. This mix gives it different sources of demand, from aircraft and heavy truck production to industrial automation, power generation, and liquid cooling for data centers.
In quarter 4 of fiscal year 2026 (ended 2026-06-30), revenue was approximately $5.8 billion, net income was $1.1 billion, diluted earnings per share were $8.66, and gross margin was 39.0%, according to EL7 data. Operating cash flow for the same quarter was $1.7 billion, according to EL7 data. A reliable year-over-year comparison of revenue and changes in margins is unavailable because the definitions of the comparison items differ. For fiscal year 2026 (ended 2026-06-30), revenue was $21.5 billion, net income was $3.6 billion, and gross margin was 37.7%.
Sales in quarter 4 of fiscal year 2026 were divided among North American industrial operations at $2.2 billion, international industrial operations at $1.6 billion, and aerospace at $1.9 billion, according to management's presentation on 2026-08-06. Aerospace was a prominent driver, with organic growth of 13.4% compared with the same quarter of the previous fiscal year and a backlog of $8.5 billion at quarter-end, up 15% compared with the same period of the previous fiscal year. Management targets organic growth of between 5.5% and 8.5% in fiscal year 2027, excluding the effects of the acquisitions of Filtration Group Corporation and CIRCOR's aerospace and defense business, both of which were pending completion at the time of the call.
Q4 FY2026
Last 12 months to 2026-06-30
When: 2026-11-05
Organic growth for quarter 1 of fiscal year 2027 at the 8% threshold compared with the same quarter of the previous fiscal year
Adjusted segment operating margin in quarter 1 of fiscal year 2027 at the 27.7% threshold
The median analyst target is $1200, within a range of $950 to $1358 across 8 analysts. It reflects the pricing of expected growth and tends to be optimistic by nature. The industry multiple value is $645, within a range of $472 to $857, and values next year's earnings at a median multiple of 18.8 across 70 comparable companies. The discounted cash flow model value is $620, within a range of $497 to $805 and at a discount rate of 10.1%. It measures the value of cash expected to be generated while following analysts' earnings estimates, and tends to be conservative by nature. The no-growth value is $225 at a discount rate of 10.1%, representing what remains if current after-tax operating profit stays constant forever. The industry multiple result is close to the discounted cash flow model, while analyst targets are above both and the no-growth value is below both, because the methods differ in their weighting of expected growth, peer comparisons, cash generated, and the assumption that growth stops.
Figures in the text are as of 2026-10-19; the live price is shown at the top of the page.
Parker-Hannifin sells motion, flow, and filtration technologies and engineered materials to equipment manufacturers and maintenance customers through direct channels and distributors. In quarter 4 of fiscal year 2026 (ended 2026-06-30), sales from North American industrial operations were $2.2 billion, international industrial operations were $1.6 billion, and aerospace was $1.9 billion. Management stated on the 2026-08-06 call that data centers represent approximately 1.5% of sales, through products including hoses, fittings, manifolds, and liquid cooling components. Its size means that growth in this activity adds a specific opportunity, while industrial operations and aerospace remain the foundation of revenue.
Operating cash flow was approximately $4.4 billion, according to EL7 data, compared with net income of $3.6 billion for the trailing 12 months through 2026-06-30, equivalent to cash conversion of 120%. Free cash flow calculated by EL7 (operating cash flow minus capital expenditure) for the trailing 12 months through the same date was $3.5 billion. These figures support the ability to fund business needs and return capital, with share repurchases totaling $1.3 billion during the same period. Meanwhile, debt was approximately $8.7 billion, according to EL7 data, in quarter 4 of fiscal year 2026 (ended
Automated analysis for informational purposes only — not investment advice.
Aerospace generated sales of $1.9 billion in quarter 4 of fiscal year 2026 (ended 2026-06-30), with organic growth of 13.4% compared with the same quarter of the previous fiscal year. Backlog reached $8.5 billion at quarter-end, up 15% compared with the same period of the previous fiscal year, giving the business demand visibility beyond realized sales. Management targets midpoint organic growth of 8.5% for the segment in fiscal year 2027, supported by commercial aircraft production, maintenance, and defense. However, it expects original equipment's share of the segment mix to rise to 52% in fiscal year 2027, a factor that must be balanced against aftermarket growth opportunities.
Filtration Group Corporation expands the company's proprietary filtration technologies, while CIRCOR's aerospace and defense business adds complementary motion and flow control capabilities in critical aerospace applications. On the 2026-08-06 call, management said expected completion would fall in the second half of 2026, with both acquisitions still subject to regulatory approvals and customary conditions. Fiscal year 2027 guidance excludes the effects of the acquisitions, while the adjusted segment operating margin target of 30% for fiscal year 2031 includes them. Management said leverage could approach 3 times after the acquisitions, with approximately six quarters to return to twice, so their ultimate impact is tied to successful integration and financing management.
The designated earnings announcement date is 2026-11-05, which is an expected date. Guidance for quarter 1 of fiscal year 2027 targets midpoint organic growth of 8% compared with the same quarter of the previous fiscal year and midpoint adjusted earnings per share of $8.07. It also targets a midpoint adjusted segment operating margin of 27.7% for the same quarter. These results will test whether improving industrial orders and aerospace strength can translate into growth and profitability in line with guidance.