Demand
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Капзатраты
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FY2026 Q2
Повышен
Отчётный звонок Parker-Hannifin Corporation
Вывод Buzzberg
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%.
Вывод Buzzberg 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%. Читать полный анализСвернуть анализ
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%.
Выручка$5.174BФакт
EPS$7.65Факт
Валовая маржа37.32%Факт
Операционная маржа21.14%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Guidance
Full-year organic growth guidance raised to 5% midpoint
M&A
Filtration Group synergies reaffirmed at $220M
Показать ещё 3 тезиса
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
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $5.174B | Факт |
| EPS | $7.65 | Факт |
| Валовая маржа | 37.32% | Факт |
| Операционная маржа | 21.14% | Факт |
| Свободный денежный поток | $0.768B | Факт |
| Капзатраты | $0.094B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| EPS | FY2026 Q3 | $7.75 | $7.75 | Повышен |
| EPS | FY2026 | $30.40–$31.00 | $30.70 | Повышен |
| Свободный денежный поток | FY2026 | $3.2B–$3.6B | $3.4B | Повышен |
| Операционная маржа | FY2026 | 27.2% | 27.2% | Повышен |
| Выручка | FY2026 | 5.5%–7.5% | 6.5% | Повышен |
| Выручка | FY2026 Q3 | $5.4B | $5.4B | Повышен |
| Выручка | FY2026 | 4%–6% | 5% | Повышен |
AI, капзатраты и спрос
Оценка менеджмента
Confident
Management repeatedly highlights record results, raises guidance across the board, and expresses confidence in future growth and margin expansion.
Инвестиции и мощности
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.
Внешние сигналы
Альфа цепочки поставок · 1с момента звонка
Industrial backlog grew sequentially from Q1 to Q2, a positive inflection indicating broader industrial demand improvement beyond just aerospace.
Доказательства
“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.”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 0. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.