Demand
← 실적 발표
01
02
03
04 05 06
톤
자본지출
A1
PH
FY2026 Q2
상향
Parker-Hannifin Corporation 실적 발표
Buzzberg 분석
Orders positive across all businesses; backlog record at $11.7B
Parker-Hannifin reported a record second quarter with broad-based strength, notably in aerospace and a turn to positive growth in Europe. Management raised full-year guidance, citing strong orders and margin expansion, and provided a positive outlook for the industrial recovery despite continued selective capex spending. Record Q2 sales of $5.2B, up 9% YoY, with organic growth of 6.6%.
Buzzberg 분석 Orders positive across all businesses; backlog record at $11.7B Parker-Hannifin reported a record second quarter with broad-based strength, notably in aerospace and a turn to positive growth in Europe. Management raised full-year guidance, citing strong orders and margin expansion, and provided a positive outlook for the industrial recovery despite continued selective capex spending. Record Q2 sales of $5.2B, up 9% YoY, with organic growth of 6.6%. 전체 분석 보기분석 접기
Parker-Hannifin reported a record second quarter with broad-based strength, notably in aerospace and a turn to positive growth in Europe. Management raised full-year guidance, citing strong orders and margin expansion, and provided a positive outlook for the industrial recovery despite continued selective capex spending. Record Q2 sales of $5.2B, up 9% YoY, with organic growth of 6.6%.
- Adjusted EPS of $7.65, up 17% YoY, driven by strong segment operating income growth.
- Raised FY26 guidance for sales, EPS, and FCF, reflecting confidence in continued momentum.
- Aerospace segment backlog reached a record $8B, with order rates up 14%.
매출$5.174B보고값
주당순이익(EPS)$7.65보고값
매출총이익률37.32%보고값
영업이익률21.14%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Guidance
Full-year organic growth guidance raised to 5% midpoint
M&A
Filtration Group synergies reaffirmed at $220M
핵심 내용 3개 더 보기
Demand
Europe turns positive, Asia Pacific strongest at 9%
Margins
Aerospace margins reach 30.2%, orders up 14%
Guidance
Raising free cash flow guidance to $3.2–3.6B
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $5.174B | 보고값 |
| 주당순이익(EPS) | $7.65 | 보고값 |
| 매출총이익률 | 37.32% | 보고값 |
| 영업이익률 | 21.14% | 보고값 |
| 잉여현금흐름 | $0.768B | 보고값 |
| 자본지출 | $0.094B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 주당순이익(EPS) | FY2026 Q3 | $7.75 | $7.75 | 상향 |
| 주당순이익(EPS) | FY2026 | $30.40–$31.00 | $30.70 | 상향 |
| 잉여현금흐름 | FY2026 | $3.2B–$3.6B | $3.4B | 상향 |
| 영업이익률 | FY2026 | 27.2% | 27.2% | 상향 |
| 매출 | FY2026 | 5.5%–7.5% | 6.5% | 상향 |
| 매출 | FY2026 Q3 | $5.4B | $5.4B | 상향 |
| 매출 | FY2026 | 4%–6% | 5% | 상향 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management repeatedly highlights record results, raises guidance across the board, and expresses confidence in future growth and margin expansion.
투자 및 생산능력
Management indicates they are investing in their businesses, with investments around automation and productivity, as well as capacity expansion on both sides of the business. They emphasize keeping up with world-class manufacturing and improving processes, but do not quantify the capex direction beyond a prior raise.
외부 신호
공급망 알파 · 1발표 이후 수익률
Industrial backlog grew sequentially from Q1 to Q2, a positive inflection indicating broader industrial demand improvement beyond just aerospace.
근거
“Industrial backlog has gone up in Q2. Yeah, industrial backlog went up. It remains in the mid-20s, and it grew from Q1 to Q2.”
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 0개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.