Parker-Hannifin Corporation (PH)

NYSE: PH · USD

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StockMarketAgent Research · Analyzed 2026-10-22

Our latest published analysis: PH rated Sell

Parker-Hannifin Corporation's published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$675 / share

Potential value

$804 / share

Upside to FV

-29.5%

Moat

9/10

Wide

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$120.8B
P/E (forward)	27.5x

Market data

Price

Recent price action with selectable time range.

Financial snapshot

P/E (forward): 27.5x
Market cap: $120.8B

Item	P1	P2	P3	P4	P5	Trend
Period	2022-06-30	2023-06-30	2024-06-30	2025-06-30	2026-06-30	Trend
Revenue	$15.86B	$19.07B	$19.93B	$19.85B	$21.50B	+7.9%
Gross profit	$4.39B	$6.46B	$7.16B	$7.32B	$8.10B	+16.6%
Operating income	$2.98B	$3.40B	$4.07B	$4.35B	$5.07B	+14.2%
Net income	$1.32B	$2.08B	$2.84B	$3.53B	$3.65B	+29.1%
EPS (diluted)	$10.09	$16.04	$21.84	$27.12	$28.48	+29.6%
EBITDA	$2.44B	$4.07B	$5.03B	$5.42B	$5.90B	+24.7%
R&D	$191.0M	$258.0M	$253.0M	$240.0M	$267.0M	+8.7%
SG&A	$2.50B	$3.35B	$3.32B	$3.26B	$3.47B	+8.5%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AAPL	Apple Inc.	—	—	—	—	—	—	매도
ABNB	Airbnb, Inc.	—	—	—	—	—	—	매도
ADBE	Adobe Inc.	—	—	—	—	—	—	적극 매수
AAL	American Airlines Group Inc.	—	—	—	—	—	—	보유
ADP	Automatic Data Processing, Inc.	—	—	—	—	—	—	보유
ALLE	Allegion plc	—	—	—	—	—	—	보유

Base and Bull scenarios

Bull20%

Price target

$804.43

-16.0% from spot

Commercial aerospace build rates ramp aggressively while aftermarket pricing remains elevated, propelling Aerospace Systems organic growth and driving consolidated operating margins toward peak targets. Synergy realization from Filtration Group and CIRCOR accelerates, driving strong compound earnings growth.

Aerospace organic revenue growth sustains double-digit rates year over year
Consolidated operating margins expand toward peak multi-year targets
Adjusted earnings per share compounds at mid-teens annualized rates

Base60%

Price target

$675.45

-29.5% from spot

Management executes the Win Strategy to deliver steady revenue growth, with operating margins expanding across the forecast horizon. Free cash flow margin sustains near target levels, funding disciplined debt paydown and steady capital returns.

Consolidated revenue expands steadily across the forecast horizon
Operating margin expands progressively in FY2027 and FY2028
Normalized effective tax rate remains steady across forecast horizon
Terminal growth rate and terminal valuation multiple align with long-term industrial averages

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($675.45). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.3%	2.5%	2.8%	3.0%	3.3%
8.6%	$728	$741	$756	$771	$788
9.1%	$690	$701	$713	$725	$739
9.6%	$656	$666	$675	$686	$697
10.1%	$627	$634	$643	$652	$661
10.6%	$600	$607	$614	$621	$630

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Forward P/E27.5

P25 n/aP50 n/aP75 n/a

Trailing P/E33.2

P25 n/aP50 n/aP75 n/a

ROEn/a

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

Deeper analysis on PH

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Scorecard

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this PH report

What is the latest published PH stock rating?

Parker-Hannifin Corporation is shown with Sell in the latest published report, analyzed 2026-10-22. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full PH analysis?

The full latest published report, analyzed 2026-10-22, lives at /stocks/PH/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for PH?

The latest published report analyzed 2026-10-22 gives PH a fair value of USD 675 and a potential value of USD 804. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the PH page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-22). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

SellPH · Fair value $675-29.5%

Read full analysis →

Category	Score	Reading
Valuation	1.5
Management	9.5
Balance Sheet	6.0
Profitability	7.5
Revenue Growth	6.0
Risk Assessment	6.5
Competitive Moat	9.0
Earnings Quality	6.5
Capital Efficiency	7.5

Parker-Hannifin Corporation (PH)

Our latest published analysis: PH rated Sell

Price

Financial snapshot

Fair-value bridge

Latest news · PH

Valuation

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

Deeper analysis on PH

Frequently asked questions

등급 이력