PH Earnings Prediction
The chart below shows how PH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PH sees a -4.61% change in stock price 10 days leading up to the earnings, and a +4.24% change 10 days following the report. On the earnings day itself, the stock moves by +3.71%. This data can give you a slight idea of what to expect for the next quarter's release.
PH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
4.90B
1.17%
-5.45%
Gross Margin
36.94%
1.90%
2.19%
Operating Margin
19.84%
6.04%
-5.12%
Net Margin
14.24%
6.03%
-5.94%
EPS
5.34
7.01%
-11.30%
No Data Available
PH Earnings Analysis
Parker-Hannifin Corporation Corporation (PH.N) Earnings Conference Call
Positive
Record Q1 Sales Growth: 1. Record Sales Performance: Parker-Hannifin achieved record Q1 sales of $4.9 billion, reflecting a 1.2% increase compared to the prior year, driven primarily by organic growth of 1.4%.
Margin Improvement Highlights: 2. Strong Margin Expansion: The company reported an adjusted segment operating margin of 25.7%, an increase of 80 basis points from the previous year, showcasing effective cost management and operational efficiency.
Cash Flow Improvement: 3. Increased Cash Flow: Cash flow from operations reached $744 million, marking a 14% increase year-over-year, demonstrating strong cash generation capabilities.
Aerospace Sales Surge: 4. Robust Aerospace Growth: The Aerospace Systems segment delivered sales of $1.4 billion, an 18% increase from the prior year, with a record adjusted segment operating margin of 27.9%, driven by strong aftermarket performance.
EPS Growth Achievement: 5. Positive EPS Growth: Adjusted earnings per share grew by 4% to a record $6.20, supported by strong operating performance and effective cost management strategies.
Negative
North American Sales Decline: 1. Declining North American Sales: North American sales were $2.1 billion with organic growth of negative 5%, which was lower than expectations, indicating significant weakness in the energy and In-plant & Industrial Equipment verticals.
International Sales Decline: 2. Negative International Growth: International sales were $1.4 billion with organic growth of negative 2%, reflecting challenges in the EMEA region, which saw an 8% decline, overshadowing positive growth in Asia Pacific and Latin America.
Declining Order Demand: 3. Weak Order Rates: North American orders decreased by 3% in the quarter, marking a continued decline in demand, particularly in the transportation and off-highway sectors, which are experiencing soft market conditions.
Divestiture Sales Reduction: 4. Divestiture Impact: The anticipated divestiture activity is expected to reduce fiscal year 2025 reported sales by 1.5%, which will negatively affect overall growth projections and reflects a strategic shift away from certain business segments.
Currency Impact on Earnings: 5. Currency Losses: The company faced a headwind of $0.26 in the quarter primarily due to currency losses from the re-measurement of intercompany loans, indicating volatility in foreign exchange rates that impacted financial results.
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PH Earning Call Sentiment
Parker-Hannifin Corporation (PH) Q1 2025 Earnings Call Transcript
1.0x
00:00
00:00
PH.N
-2.44%Positive
The earnings call summary shows strong financial performance, with record high EBITDA margins and significant debt reduction. The aerospace segment is thriving, and the company is executing a share repurchase program. Despite some headwinds in North America and divestiture impacts, the overall sentiment is positive. The Q&A section reveals proactive strategies in response to market challenges and a positive outlook in the aerospace sector. The combination of strong financial results, shareholder returns, and strategic management actions suggests a positive stock price movement in the short term.