TickerTalks
Browse all tickers →
TickerTalks›$PH
PHPH

Parker-Hannifin Corporation

$PH·$123B·Industrial - Machinery·Industrials
$970.37+0.1%YTD+11.0%1Y+28.8%
Price updated 6h ago·X counts updated 2d ago
PHPH
$PHParker-Hannifin Corporation
$970.37+0.08%58 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $PH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

58X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $PH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 89% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Parker Hannifin chatter is dominated by discussion of PeptideHood, a small European research-grade peptide project trading around $80,000 market cap on Robinhood Chain, and a leadership stability tidbit noting Parker Hannifin has had only seven CEOs since 1917. Sentiment leans crypto-project bullish.

Read what X is saying about $PH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

Parker-Hannifin dividend king +31% t12m, $2.4B USD + EUR notes just issued — X cashtag pulled crypto memecoin chatter.

Parker-Hannifin is the industrial dividend-king trade with M&A capacity re-loaded — the X sample is a memecoin collision.

  • Coverage flag: X sample dominated by 'PeptideHood' crypto project on Robinhood Chain — not the equity.
  • Tape: +11.0% YTD, +31.3% t12m; 68% of 52w range, near 50-day, above 200-day (+3.8%).
  • Q4 print (8/6): EPS $9.27 vs $8.31 (+11.6%); four consecutive beats; FY27 est $35.25 → FY28 $38.82 → FY29 $43.12 EPS.
  • 9/8 issued $2.4B USD senior notes across 4 tranches (2028-2036 maturity) + EUR-denominated senior notes — capital-structure refresh for aerospace/defense demand + M&A.
  • 37.2x P/E, 24.7x EV/EBITDA, 4.6% FCF yield, ROIC 14%, ROE 24.7% — quality multiple on quality.
  • Bank of America bought 3.27B in shares — institutional accumulation.

Watch 11/5 print for aerospace-defense segment run-rate and any capital-deployment commentary.

What to watch: 11/5 earnings, aerospace-defense segment growth, capital deployment from bond proceeds, and any M&A announcement.

On the calendar: 2026-11-05

sentiment wrong asset

Read the AI verdict on $PH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Industrial motion and control technology conglomerate supplying hydraulics, pneumatics, filtration, and aerospace systems globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $PH.

Industrial - Machinery · Industrials

No material change from last week — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $PH

Neutral — Industrial motion and control technology conglomerate supplying hydraulics, pneumatics, filtration, and aerospace systems globally.

Industry benchmark

31-name peer basket
+16.4%YTD
+7.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
37.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$9.27$8.31+11.6%
Q1 2026Apr 30, 2026$8.17$7.84+4.2%
Q4 2025Jan 29, 2026$7.65$7.16+6.8%
Q3 2025Nov 6, 2025$7.22$6.62+9.1%
Next earningsThu, Nov 5·consensus EPS $8.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$5.8B+9.8%39.0%23.9%$8.66$3.9B
Q3 FY26$5.5B+10.6%36.8%20.7%$7.16$881.0M
Q2 FY26$5.2B+9.1%37.3%21.1%$6.69$768.0M
Q1 FY26$5.1B+3.7%37.5%20.3%$6.39$693.0M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$23.1B$22.3B – $24.5B$35.25$34.80 – $35.759
FY28$24.4B$23.2B – $26.1B$38.82$36.44 – $41.018
FY29$28.6B$26.7B – $29.2B$43.12$40.41 – $47.987
FY30$29.4B$27.6B – $30.8B$48.24$44.45 – $51.226
FY31$29.6B$27.8B – $31.0B$49.91$45.98 – $52.992

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 125.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.125-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 8Laura K ThompsonDirector160 sh$153KSellAug 26Berend BrachtVP & Pres.- Motion Sys. Grp.602 sh$626KSellAug 17Patrick ScottVP & Pres-Fluid Conn. Grp.1.2K sh$1.3MSellAug 14Mark J HartEVP-HR & External Affairs2.5K sh$2.6MSellAug 14Dinu J ParelVP & Chief Digital & Info Off.4.5K sh$4.7MSellAug 14Jay ReidyVP & Pres.-Aerospace Grp.300 sh$317KSellAug 14Patrick ScottVP & Pres-Fluid Conn. Grp.631 sh$665KSellAug 14Berend BrachtVP & Pres.- Motion Sys. Grp.700 sh$739KSellAug 14Andrew D RossCOO5.5K sh$5.8MSellAug 14James VerrierDirector1.5K sh$1.6M
+ 47 other (28 awards · 15 inkinds · 3 gifts · 1 exempt) in window

See when $PH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Sep 9424B5
AI summary

Parker-Hannifin filed a preliminary prospectus supplement (424B5) for a EUR-denominated senior notes offering in three tranches (2030, 2032, and 2036 maturities) — interest rates and aggregate amounts are blank in this preliminary filing. Net proceeds, together with the concurrent $2.4 billion USD notes offering and cash on hand, will repay the 364-Day Credit Agreement used to finance the Filtration Group Corporation acquisition. Notes are general unsecured senior obligations of Parker. This is the EUR tranche of the FGC acquisition bridge refinancing, with final pricing terms to be disclosed in the final prospectus.

S-3ASRAuto-shelf registrationAug 24S-3ASR
AI summary

Parker-Hannifin Corporation (PH, Cleveland OH), a global leader in motion and control technologies including aerospace, industrial, and hydraulic systems, filed an automatic shelf registration statement (S-3ASR) on August 24, 2026, with EVP/General Counsel Joseph Leonti as contact and Jones Day as counsel. As a well-known seasoned issuer (WKSI), Parker-Hannifin can use S-3ASR for automatic effectiveness. The shelf authorizes future securities offerings (debt or equity); the total authorized amount is in the full filing. This is a routine capital markets shelf refresh.

8-KAcquisition completedAug 138-K — Item 2.01: Acquisition completed · Item 2.03: Material debt obligation
AI summary

Parker-Hannifin Corporation (PH) completed its previously announced acquisition of Filtration Group Corporation on August 13, 2026, paying $9.25 billion on a cash-free, debt-free basis (subject to a net working capital adjustment) pursuant to a merger agreement signed November 10, 2025. To fund the deal, Parker drew on its 364-Day Term Loan Facility ($5.25 billion, Barclays as agent) and Three-Year Term Loan Facility ($2.50 billion, KeyBank as agent), both established as delayed-draw facilities on December 10, 2025. This is a transformative $9.25 billion acquisition that significantly expands Parker's filtration and industrial technology portfolio; the company took on substantial acquisition debt across the two facilities to close the deal.

+ 12 other (3 routine 8-Ks · 2 earnings 8-Ks · 1 ARS · 1 proxy) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Best Dividend Kings: September 2026seekingalpha.com·4d agoThe Dividend Kings Ranked By Quality Scores (September 2026)seekingalpha.com·12d agoBank of America Corp DE Invests $3.27 Billion in Parker-Hannifin Corporation $PHdefenseworld.net·15d agoIntegrated Wealth Concepts LLC Buys 1,621 Shares of Parker-Hannifin Corporation $PHdefenseworld.net·16d ago5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (September 2026)seekingalpha.com·18d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesRobotics & Humanoids

More in Industrial - Machinery

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$GEV$VELO$RR$SERV$ATS$BNC$XE$TWIN
Voices on X · last 7 days

No standout posts about $PH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport