Results
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FY2026 Q3
상향
Parker-Hannifin Corporation 실적 발표
Buzzberg 분석
Record Q3 with EPS up 18%
Parker-Hannifin reported record Q3 FY26 results, beating guidance and raising their full-year outlook on strong aerospace and defense demand and a gradual industrial recovery. Management increased organic growth and EPS guidance and expressed confidence in the setup for FY27. Record Q3 sales of $5.5 billion, organic growth of 6.5%, and EPS of $8.17, all ahead of guidance.
Buzzberg 분석 Record Q3 with EPS up 18% Parker-Hannifin reported record Q3 FY26 results, beating guidance and raising their full-year outlook on strong aerospace and defense demand and a gradual industrial recovery. Management increased organic growth and EPS guidance and expressed confidence in the setup for FY27. Record Q3 sales of $5.5 billion, organic growth of 6.5%, and EPS of $8.17, all ahead of guidance. 전체 분석 보기분석 접기
Parker-Hannifin reported record Q3 FY26 results, beating guidance and raising their full-year outlook on strong aerospace and defense demand and a gradual industrial recovery. Management increased organic growth and EPS guidance and expressed confidence in the setup for FY27. Record Q3 sales of $5.5 billion, organic growth of 6.5%, and EPS of $8.17, all ahead of guidance.
- Aerospace (35% of sales) was the standout with 14.2% organic growth on robust commercial OEM and aftermarket demand.
- Industrial recovery is broadening, with improved orders in plant, construction, and heavy-duty trucks, though distribution remains steady.
- Full-year FY26 organic growth guidance raised to 5.5%, EPS to $31.20, and free cash flow to $3.45B at the midpoint.
AEROSPACE 매출 성장률14.2%보고값
매출$5.486B+6% 전분기 대비
주당순이익(EPS)$8.17+7% 전분기 대비
매출총이익률36.77%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Guidance
Raising FY26 organic growth to 5.5%
Demand
Aerospace orders up 14%, backlog record $8.4B
핵심 내용 3개 더 보기
Demand
Transportation outlook raised on heavy truck orders
Demand
Industrial recovery broadening
Macro
Tariffs managed without earnings impact
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| AEROSPACE 매출 성장률 | 14.2% | 보고값 |
| 매출 | $5.486B | +6% 전분기 대비 |
| 주당순이익(EPS) | $8.17 | +7% 전분기 대비 |
| 매출총이익률 | 36.77% | 보고값 |
| 영업이익률 | 20.65% | 보고값 |
| 잉여현금흐름 | $0.881B | +15% 전분기 대비 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 주당순이익(EPS) | FY2026 | $31.20컨센서스 상회 | $31.20 | 상향 |
| 잉여현금흐름 | FY2026 | $3.3B–$3.6B | $3.45B | 상향 |
| 매출 | FY2026 | 5.5% | 5.5% | 상향 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management repeatedly highlighted record results, raised guidance, and expressed confidence in continued margin expansion and growth, while downplaying risks from tariffs and geopolitical events.
아래에 언급된 기업 4개 모두 표시
기업발표 이후 수익률
공급망
공급망
Jenny Parmentier
Parker's North American industrial growth was driven by stronger OEM growth in off-highway and transportation, while distribution sales held steady but showed no acceleration, indicating the recovery is still led by long-cycle rather than short-cycle demand. — Signals that agricultural and construction equipment manufacturers are driving demand, while the broader distribution channel remains cautious.
근거
“In North America, this was really driven by stronger OEM growth, and notably this came from off-highway and transportation. Distribution did hold steady, but no real acceleration there yet.”
ANDURIL
공급망
Jenny Parmentier
No specific mention of Anduril was identified; this is a placeholder and should be ignored.
근거
“Demand remains robust, orders continue to outpace shipments, and we are on track to finish our fourth consecutive year of double-digit organic growth.”
공급망
Jenny Parmentier
Heavy-duty truck OEM orders, a core part of the transportation vertical, are increasing, prompting Parker to raise its FY26 sales guidance for the segment from a mid-single-digit decline to a low-single-digit decline. — This suggests a cyclical recovery in commercial vehicle manufacturing, which bodes well for truck OEMs like Paccar.
근거
“Lastly, we are seeing an increase in OEM orders for heavy-duty trucks, our largest platform within transportation, and as a result, are increasing fiscal year 26 sales guidance for this market.”
외부 신호
공급망 알파 · 2발표 이후 수익률
Heavy-duty truck OEM orders, a core part of the transportation vertical, are increasing, prompting Parker to raise its FY26 sales guidance for the segment from a mid-single-digit decline to a low-single-digit decline.
Parker's North American industrial growth was driven by stronger OEM growth in off-highway and transportation, while distribution sales held steady but showed no acceleration, indicating the recovery is still led by long-cycle rather than short-cycle demand.
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 4개를 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.