Parker-Hannifin Corporation (PH)

Over the past six months, Parker-Hannifin's stock price increased by 11.3% over the six months ending August 26, 2025. On August 7, 2025, the company reported strong fourth-quarter and full-year fiscal 2025 results, exceeding earnings and revenue expectations, and announced the acquisition of Curtis Instruments. On August 21, 2025, Parker declared a quarterly cash dividend and updated its share repurchase authorization. On September 17, 2025, the stock was down 2.4% due to Aerospace Systems sales not meeting expectations and concerns about the aerospace industry's growth. On September 30, 2025, the stock was up 5.4% due to an optimistic outlook on upcoming Q2 earnings. QRG Capital Management Inc. increased its stake in Parker-Hannifin by 272.5% during the second quarter of 2025. From September 30, 2024, to September 26, 2025, the share price increased by 18.82%.

Parker-Hannifin's demand is influenced by the cyclical nature of the diverse end markets it serves, such as the oil & gas industry, transportation, mobile construction, refrigeration, air conditioning, and agriculture, which can lead to earnings volatility during economic downturns. While the industrial segments can experience periods of stagnation, strong growth in the aerospace sector can sometimes offset these slowdowns. Management has noted an anticipated decline for Industrial North America and stagnant growth for Industrial International, alongside continued softness in transportation and off-highway segments. However, all three business segments experienced positive order growth for the first time since the first quarter of fiscal 2023, indicating a recovery in demand across its diverse portfolio.

Parker-Hannifin Corporation is a global leader in motion and control technologies, operating within the Industrials sector and the Machinery industry, providing precision-engineered solutions for mobile, industrial, and aerospace markets. The company's products include electromechanical, hydraulic, and pneumatic components, as well as sealing, shielding, thermal systems, adhesives, coatings, fluid and gas connectors, actuation systems, engine accessories, fuel systems components, aerodynamic flow components, avionics, sensors, thermal management pieces, fire detection systems, wheels & braking designs, and fluid metering devices. Parker-Hannifin serves over 430,000 global customers across various manufacturing, transportation, and processing industries.

Parker-Hannifin Corp. operates globally, with its business segmented into North America and International regions. The company's revenue by geography includes significant contributions from North America, Europe, APAC (Asia-Pacific), and Latin America. North America has shown an overall upward trend in net sales over recent years.

In the past year, Parker-Hannifin has maintained a strong brand reputation, being recognized on several prestigious lists. Forbes listed the company as #212 in "Most Trusted Companies in America (2025)" and #117 in "Net Zero Leaders (2025)". There have been no explicitly reported events in the past year that have negatively impacted Parker-Hannifin's brand reputation.

Parker-Hannifin's ownership is heavily dominated by institutional investors, holding approximately 90% of the shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp, Bank Of America Corp /de/, Aristotle Capital Management, LLC, Fmr Llc, Price T Rowe Associates Inc /md/, Geode Capital Management, Llc, Wellington Management Group Llp, and Capital World Investors. Insider ownership is less than 1%.