-+ 0.00%
-+ 0.00%
-+ 0.00%

How Strong Aerospace and Defense Growth Will Impact Parker-Hannifin (PH) Investors

Simply Wall St·12/02/2025 04:35:47
Listen to the news
  • Parker-Hannifin recently reported quarterly results that exceeded analyst expectations, driven by strong organic growth in aerospace, defense, and a rebound in North America's industrial segment.
  • A key takeaway from the report is the company's operational strength across major end-markets, highlighted by positive momentum in both long-cycle aerospace and recovering industrial operations.
  • We'll now explore what these better-than-expected results, especially the surge in aerospace and defense, mean for Parker-Hannifin's investment outlook.

The latest GPUs need a type of rare earth metal called Dysprosium and there are only 36 companies in the world exploring or producing it. Find the list for free.

Parker-Hannifin Investment Narrative Recap

To be a shareholder in Parker-Hannifin, you generally need to believe in its long-term value as a diversified industrial company, underpinned by its ability to generate growth from secular trends like aerospace and automation. The recent earnings report reinforces aerospace and defense as vital short-term catalysts, though it does not fully resolve the ongoing risk that an uneven industrial recovery or muted core segment growth may limit near-term upside. One relevant announcement closely tied to these results is Parker-Hannifin’s raised guidance for fiscal 2026 following its stronger-than-expected quarter, projecting sales growth between 4.0% and 7.0% and higher adjusted EPS. This update is directly tied to rising aerospace momentum and the improving industrial outlook, yet the sustainability of these drivers will largely depend on continued demand recovery across its key segments. However, it’s important for investors to be equally alert to the risk that a sudden downturn in aerospace or slower-than-expected industrial recovery could quickly alter...

Read the full narrative on Parker-Hannifin (it's free!)

Parker-Hannifin's outlook anticipates $22.9 billion in revenue and $4.0 billion in earnings by 2028. This projection is based on a 4.9% annual revenue growth rate and a $0.5 billion increase in earnings from the current $3.5 billion.

Uncover how Parker-Hannifin's forecasts yield a $900.42 fair value, a 5% upside to its current price.

Exploring Other Perspectives

PH Community Fair Values as at Dec 2025
PH Community Fair Values as at Dec 2025

Simply Wall St Community members estimate Parker-Hannifin’s fair value between US$662 and US$900, from four individual forecasts. With aerospace now driving results, this wide range underscores how sensitive performance expectations are to shifts in end-market momentum, explore these diverse viewpoints for a fuller understanding.

Explore 4 other fair value estimates on Parker-Hannifin - why the stock might be worth as much as 5% more than the current price!

Build Your Own Parker-Hannifin Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

Ready For A Different Approach?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.