Our heavyweight has published it's figures. Here is the summary! $PH (Parker-Hannifin Corp)
๐๐ง๐จ๐ญ๐ก๐๐ซ ๐ซ๐๐๐จ๐ซ๐ ๐ฒ๐๐๐ซ ๐๐๐ซ๐จ๐ฌ๐ฌ ๐๐ฅ๐ฆ๐จ๐ฌ๐ญ ๐๐ฏ๐๐ซ๐ฒ ๐ฆ๐๐ญ๐ซ๐ข๐
Parker once again delivered outstanding results. Highlights:
Record revenue
Record adjusted EPS
Record operating cash flow
Record order intake
Record backlog
Organic growth accelerated to 8%, showing that demand remains very healthy despite an uncertain industrial environment.
๐๐๐ซ๐จ๐ฌ๐ฉ๐๐๐ ๐๐จ๐ง๐ญ๐ข๐ง๐ฎ๐๐ฌ ๐ญ๐จ ๐จ๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ
The Aerospace segment remains one of Parker's strongest growth engines.
Highlights:
Revenue +13.4%
Organic growth +13.3%
Operating margin 29.8% adjusted
Record backlog of $8.5 billion
๐๐ซ๐๐๐ซ ๐๐จ๐จ๐ค ๐ซ๐๐๐๐ก๐๐ฌ ๐๐ฅ๐ฅ-๐ญ๐ข๐ฆ๐ ๐ก๐ข๐ ๐ก
One of the most impressive figures in the report: Total orders increased 19%. Total company backlog reached a new record of $12.8 billion
This provides excellent visibility heading into FY2027.
๐๐ฎ๐ข๐๐๐ง๐๐
Strong FY2027 outlook. Management expects another record year.
FY2027 Guidance:
Revenue growth: 5.5โ8.5%
Organic growth: 5.5โ8.5%
Adjusted operating margin: 27.5โ27.9%
Adjusted EPS: $34.25โ35.25
And the best: Management raised its long-term adjusted operating margin target from 27% to 30% by FY2031 after already exceeding the previous target. That is a very strong signal of confidence.
๐๐ข๐ฏ๐ข๐๐๐ง๐
Dividend already increased this year from $6.69 โ $7.40 ( +10.6% )
This marks 70 consecutive years of dividend increases!
One of the longest dividend growth streaks in the entire U.S. market.
And the Payout Ratio using FY2026 adjusted EPS is just โ 23%!
This remains exceptionally conservative and leaves enormous room for continued double-digit dividend growth.
๐๐๐ซ๐ฌ๐จ๐ง๐๐ฅ ๐๐ข๐๐ฐ
There isn't much left to say. Parker proves once again why this stock has been our top pick for years!... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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