PH
PARKER HANNIFIN CORPEvidence as of 2026-09-02Overview · PARKER HANNIFIN CORP
Parker-Hannifin Corporation manufactures and sells motion and control technologies and systems for various mobile, industrial, and aerospace markets worldwide. The company operates through two segments, Diversified Industrial and Aerospace Systems. The Diversified Industrial segment offers sealing, shielding, thermal products and systems, adhesives, coatings, and noise vibration and harshness solutions; filters, syst…
Management team
- Ms. Robin J. Davenport · Vice President of Corporate FinanceFind on LinkedIn
- Mr. Michael J. O'Hara · Vice President of Global Sales & MarketingFind on LinkedIn
- Mr. Aidan Gormley · Director of Global Communications & BrandingFind on LinkedIn
- Mr. Joseph R. Leonti · VP, General Counsel & SecretaryFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.0 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed. Revenue rose sequentially across the most recent three fiscal quarters: $5,084,000,000 in fiscal Q1 2026 (2025-07-01 to 2025-09-30), $5,174,000,000 in fiscal Q2 2026 (2025-10-01 to 2025-12-31), and $5,486,000,000 in fiscal Q3 2026 (2026-01-01 to 2026-03-31). Operating income was $1,183,000,000 in fiscal Q1 2026, $1,182,000,000 in fiscal Q2 2026, and $1,229,000,000 in fiscal Q3 2026, producing simple operating margins of ~ 23.27% in fiscal Q1 2026, ~ 22.84% in fiscal Q2 2026, and ~ 22.41% in fiscal Q3 2026 — a slight sequential compression in margin across those quarters.
Capital-structure signals show gradual share reduction and balance-sheet improvement: weighted-average diluted shares moved from 128,400,000 in fiscal Q1 2026 to 128,000,000 in fiscal Q3 2026, point-in-time common shares fell from 126,682,154 as of FY 2025 (2025-07-31) to 126,047,469 as of FY 2026 (2026-07-31), long-term debt trended lower at $8,412,000,000 (2024-06-30) to $7,472,000,000 (2026-06-30), and cash and cash equivalents rose from $422,000,000 to $501,000,000 over the same year-end points. The company reported $522,000,000 of share repurchases in fiscal Q1 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue increased sequentially across the most recent three fiscal quarters reported: $5,084,000,000 for fiscal Q1 2026 (2025-07-01 to 2025-09-30, 3mo), $5,174,000,000 for fiscal Q2 2026 (2025-10-01 to 2025-12-31, 3mo), and $5,486,000,000 for fiscal Q3 2026 (2026-01-01 to 2026-03-31, 3mo).
XBRL companyfacts · 0000076334-25-000071Operating income was $1,183,000,000 in fiscal Q1 2026, $1,182,000,000 in fiscal Q2 2026, and $1,229,000,000 in fiscal Q3 2026; on a simple operating-margin basis those margins are ~23.27% (1,183 / 5,084) in fiscal Q1 2026, ~22.84% (1,182 / 5,174) in fiscal Q2 2026, and ~22.41% (1,229 / 5,486) in fiscal Q3 2026 — a slight sequential compression in operating margin over those three quarters.
XBRL companyfacts · 0000076334-26-000073Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
In the Management's Discussion and Analysis filed 2026-08-21, management states that during the fourth quarter of fiscal 2026 the Company recognized a reduction to cost of sales of $84 million related to IEEPA tariff refunds received from the U.S. government.
Management's discussion · filed 2026-08-21In the same MD&A filed 2026-08-21, management states the Company has applied for additional IEEPA refunds but "No receivable has been recorded for these additional refunds as the amount and timing remain uncertain."
Management's discussion · filed 2026-08-21Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the past 12 months (momentum_12_1) is +37.5%, ranking in the 76th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateShorter-term momentum is mixed: 3-month momentum is +13.8% while 6-month momentum is -3.5%, and the 6-month momentum ranks in the 29th percentile of the universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the security had a 0.19% weight in the IVV ETF.
ETF constituents · market dataThere is a cluster of 16 Form 4 filings for the issuer filed on 2026-08-21 (fifteen filings) and 2026-08-28 (one filing).
Form 4 × 15 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A valuation piece published 1 September 2026 presents a discounted cash flow result that values the company at $831 per share.
News · gurufocus.com · 2026-09-01A filing reported in an article published 1 September 2026 says Quantitative Investment Management LLC cut its holdings in Parker-Hannifin by 74.6% during the second quarter.
News · thelincolnianonline.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Ross Andrew D (President & COO) reported selling 5,498 shares for "$5.8M" on 14 August 2026 (fiscal period filings dated 14 Aug 2026).
Form 4 · Ross Andrew D (President & COO) · $5.8M sold · 2026-08-14Hart Mark J (EVP–HR & External Affairs) reported selling 2,497 shares for "$2.6M" on 14 August 2026.
Form 4 · Hart Mark J (EVP-HR & External Affairs) · $2.6M sold · 2026-08-14Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Price-to-free-cash-flow (price/FCF) is 53.73x based on the provided price and FCF ttm.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month price-to-earnings (P/E ttm) is 34.85x.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows sequential revenue growth across the most recent three fiscal quarters alongside stable-to-improving capital structure metrics: declining long-term debt, rising cash balances, and modest reductions in diluted and reported common shares outstanding, supported by active share repurchases. Management highlights a structured Win Strategy 3.0 targeting diversified end markets and recorded an $84M tariff-related reduction to cost of sales, which together indicate operational initiatives and one-time benefit visibility in reported results. Market signals include strong 12‑month momentum and continued institutional interest (several reported new/increased stakes and an ETF weight), while a third‑party valuation piece presents a DCF result valuing the company materially above recent prices. The bear points—elevated short‑term volatility, insider sales, a high price/FCF multiple and an aggressive implied FCF growth rate—are meaningful but rest on valuation snapshot metrics and isolated transactional activity; the operating and balance‑sheet trends provide corroborating evidence that supports a favorable read on recent performance and capital allocation choices.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.32
39 surviving claims rest on 19 distinct sources; the heaviest analyst carries 18% of them, and 97% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources but a relatively small number of analysts carry a noticeable share of the surviving claims; high debate survivorship means most desk challenges did not materially change the conclusions. Taken together, this implies the synthesis is fairly stable but not robust to new, independent primary disclosures or a material change in market technicals—weight conclusions accordingly.
Peer context · computed, not argued
12-1 momentum ranks 4th of 10 in Specialty Industrial Machinery (as of 2026-09-01).
6-month relative strength ranks 7th of 10 in Specialty Industrial Machinery (as of 2026-09-01).
90-day volatility ranks 6th of 10 in Specialty Industrial Machinery (as of 2026-09-01).
dividend yield ranks 7th of 10 in Specialty Industrial Machinery (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
17 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.9 to the score
11 documents· 1 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.2 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.1 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.3 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
10 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−1.2 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on PH Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.