Added to YB: 2026-02-12
Pitch date: 2026-02-10
PH [neutral]
Parker-Hannifin Corporation
+1.24%
current return
Author Info
No bio for this author
Company Info
Parker-Hannifin Corporation manufactures and sells motion and control technologies and systems for aerospace and defense, in-plant and industrial equipment, transportation, off-highway, energy, and HVAC and refrigeration markets in North America, Europe, Asia Pacific, and Latin America.
Market Cap
$125.9B
Pitch Price
$1.0K
Price Target
N/A
Dividend
0.72%
EV/EBITDA
23.95
P/E
36.37
EV/Sales
6.62
Sector
Machinery
Category
growth
Parker-Hannifin Corp (NYSE: PH)
PH (overview): High-quality industrial w/ narrow moat, 3x S&P 500 outperformance over 5&10yr. Strong fundamentals: high-teens net margin, double-digit ROE, 35% owners' earnings growth. BUT trades at super-premium: P/E 31x, 3x QVI target P/S, yields trail 10yr Treasury. Bear risks: moderation to 6-7% growth, NA industrial sales -2.7%, overvalued post-36% rally. Bull case: aerospace +14.5%, raised FY26 guidance, $9.25B Filtration Group acquisition adds high-margin recurring rev, 69yr dividend king. Neutral rating - needs drawdown for value entry.
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