Equity Profile

PH

Parker-Hannifin Corporation

IndustrialsIndustrial Machinery & Supplies & Components$110.4B

Aug6Thu

Pre-Earnings Brief

UpcomingQ4-2026Pre-Market9:00 AM EDT

Company Snapshot

Parker-Hannifin Corporation is a leading manufacturer in the industrial machinery sector, specializing in motion and control technologies. With a market cap of $110 billion, the company plays a crucial role in various industries, including aerospace, automotive, and manufacturing, making it a key player in the industrial landscape.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company managed costs and revenues this quarter.

Expected to be around $8.17.

Revenue Growth

Revenue growth will provide insights into demand for Parker-Hannifin's products and overall market conditions.

Not available.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

PH Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+5.68%

Avg Stock Reaction

+3.78%

Last Quarter Recap

In Q3-2026, Parker-Hannifin reported an EPS of $8.17, exceeding estimates by 4.04%. However, the stock fell 4.02% the following day, indicating market concerns despite the positive earnings surprise.

Management Promises & Guidance

Continued focus on cost management and efficiency improvements.
Commitment to innovation in motion and control technologies.
Plans to expand into emerging markets.

Expectations

Wall Street Expectations

Overall, analysts expect Parker-Hannifin to continue its trend of beating earnings estimates, given its strong historical performance. However, concerns about revenue growth and market conditions may temper enthusiasm.

Bull Case

If Parker-Hannifin can deliver strong revenue growth alongside its earnings, it could signal robust demand and operational efficiency, leading to a positive stock reaction.

Bear Case

On the other hand, if revenue growth falls short or if management expresses caution about future demand, it could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $8.17.

EPS is a critical measure of profitability and will indicate how well the company managed costs and revenues this quarter.

Revenue Growth

Not available.

Revenue growth will provide insights into demand for Parker-Hannifin's products and overall market conditions.

Operating Margin

Not available.

Operating margin reflects the efficiency of the company in managing its operations and controlling costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q4-2026?

Given the company's history of beating EPS estimates, this number will be closely watched to gauge ongoing profitability.

How does management view revenue growth prospects for the upcoming quarters?

Management's outlook on revenue growth will be critical for investor confidence, especially in light of recent market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Parker-Hannifin's ability to leverage its operational efficiencies and innovation to drive revenue growth despite market challenges.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong management execution.

Options pricing suggests a lower expected move than historical averages, indicating potential for a surprise.

Recent insider activity shows no significant selling, suggesting confidence in the company's future.

Key Risk

If revenue growth comes in significantly above expectations, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Parker-Hannifin can maintain its strong earnings trajectory while addressing potential revenue growth challenges.

Bull Confirmed If

An EPS of $8.50 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $7.80 could raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±3.89%

Historical Avg

±4.8%

Pricing cheap

The options market is pricing in a modest move around the earnings announcement, suggesting that traders are uncertain about significant surprises.

Options are pricing ±3.9% while PH has averaged ±4.8% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.3%

30d HV

26.0%

Calls (97K)P/C Ratio: 0.20Puts (8K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Parker-Hannifin beats expectations, history suggests the stock could rise by around 3.78%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but management expresses caution, the stock may see a muted reaction as investors weigh future growth prospects.

Miss

A miss on earnings could lead to a decline of around 4.79%, reflecting disappointment in the company's performance.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·4 sells

Members

House only

Est. Notional

$5,005.00–$75,000.00

disclosed dollar ranges

Most Active Members

R-OHDavid J. TaylorRep.
4

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth expectations for the upcoming quarters.
2Details on cost management initiatives and their impact on margins.
3Insights into demand trends across key sectors served by Parker-Hannifin.
4Management's commentary on potential risks and opportunities in the market.
5Updates on any new product innovations or market expansions.

See the full picture

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company managed costs and revenues this quarter.

Expected to be around $8.17.

Revenue Growth

Revenue growth will provide insights into demand for Parker-Hannifin's products and overall market conditions.

Not available.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

PH Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+5.68%

Avg Stock Reaction

+3.78%

Last Quarter Recap

In Q3-2026, Parker-Hannifin reported an EPS of $8.17, exceeding estimates by 4.04%. However, the stock fell 4.02% the following day, indicating market concerns despite the positive earnings surprise.

Management Promises & Guidance

Continued focus on cost management and efficiency improvements.
Commitment to innovation in motion and control technologies.
Plans to expand into emerging markets.

Expectations

Wall Street Expectations

Bull Case

If Parker-Hannifin can deliver strong revenue growth alongside its earnings, it could signal robust demand and operational efficiency, leading to a positive stock reaction.

Bear Case

On the other hand, if revenue growth falls short or if management expresses caution about future demand, it could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $8.17.

EPS is a critical measure of profitability and will indicate how well the company managed costs and revenues this quarter.

Revenue Growth

Not available.

Revenue growth will provide insights into demand for Parker-Hannifin's products and overall market conditions.

Operating Margin

Not available.

Operating margin reflects the efficiency of the company in managing its operations and controlling costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q4-2026?

Given the company's history of beating EPS estimates, this number will be closely watched to gauge ongoing profitability.

How does management view revenue growth prospects for the upcoming quarters?

Management's outlook on revenue growth will be critical for investor confidence, especially in light of recent market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Parker-Hannifin's ability to leverage its operational efficiencies and innovation to drive revenue growth despite market challenges.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong management execution.

Options pricing suggests a lower expected move than historical averages, indicating potential for a surprise.

Recent insider activity shows no significant selling, suggesting confidence in the company's future.

Key Risk

If revenue growth comes in significantly above expectations, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Parker-Hannifin can maintain its strong earnings trajectory while addressing potential revenue growth challenges.

Bull Confirmed If

An EPS of $8.50 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $7.80 could raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±3.89%

Historical Avg

±4.8%

Pricing cheap

The options market is pricing in a modest move around the earnings announcement, suggesting that traders are uncertain about significant surprises.

Options are pricing ±3.9% while PH has averaged ±4.8% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.3%

30d HV

26.0%

Calls (97K)P/C Ratio: 0.20Puts (8K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Parker-Hannifin beats expectations, history suggests the stock could rise by around 3.78%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line but management expresses caution, the stock may see a muted reaction as investors weigh future growth prospects.

Miss

A miss on earnings could lead to a decline of around 4.79%, reflecting disappointment in the company's performance.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·4 sells

Members

House only

Est. Notional

$5,005.00–$75,000.00

disclosed dollar ranges

Most Active Members

R-OHDavid J. TaylorRep.
4

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth expectations for the upcoming quarters.
2Details on cost management initiatives and their impact on margins.
3Insights into demand trends across key sectors served by Parker-Hannifin.
4Management's commentary on potential risks and opportunities in the market.
5Updates on any new product innovations or market expansions.