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PH Earning Date, Transcript Summary & Report

Parker-Hannifin Corp
$
556.700
-72.280(-11.490%)

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 -4.83% change in stock price 10 days leading up to the earnings, and a +3.67% change 10 days following the report. On the earnings day itself, the stock moves by +3.91%. 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.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

PH FAQs

How does PH typically perform around its earnings report dates?

PH's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -4.83% change leading up to the report and a +3.67% change in the 10 days following the release.

Is Parker-Hannifin Corporation (PH) Q1 2025 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

PH Earnings Deck

Parker-Hannifin Corporation (PH) Q1 2025 Earnings Call Transcript

PH Earning Call Sentiment

Parker-Hannifin Corporation (PH) Q1 2025 Earnings Call Transcript

1.0x
00:00
0:00
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PH.N

-11.49%
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.