Q4 25 EPS
$7.15
BEAT +0.99%
Est. $7.08
Q4 25 Revenue
$5.24B
BEAT +2.31%
Est. $5.12B
vs S&P Since Q4 25
+9.6%
BEATING MARKET
PH +22.7% vs S&P +13.1%
Full Year 2025 Results
FY 25 EPS
$27.12
BEAT +1.45%
Est. $26.73
FY 25 Revenue
$19.85B
BEAT +0.60%
Est. $19.73B
Market Reaction
Did PH Beat Earnings? Q4 2025 Results
Parker Hannifin capped fiscal 2025 on a high note, posting a fourth quarter that beat Wall Street expectations on both the top and bottom lines as the industrial conglomerate recorded $5.24 billion in revenue, up 1.1% year over year and ahead of the … Read more Parker Hannifin capped fiscal 2025 on a high note, posting a fourth quarter that beat Wall Street expectations on both the top and bottom lines as the industrial conglomerate recorded $5.24 billion in revenue, up 1.1% year over year and ahead of the $5.12 billion consensus. GAAP EPS of $7.15 edged past the $7.08 estimate by 0.99%, reflecting broad operational discipline across the portfolio. The clearest engine behind the outperformance was Aerospace Systems, which delivered record sales of $1.68 billion on 8.6% organic growth, expanded adjusted segment operating margin by 190 basis points to a record 29.0%, and saw backlog climb to a record $7.40 billion on 12% order growth across commercial and defense markets. Management extended its streak of annual dividend increases, recently announcing a quarterly payout of $1.80 per share, underscoring confidence in the company's cash generation. Looking ahead, Parker guided fiscal 2026 adjusted EPS to a range of $28.40 to $29.40, with total sales growth of 2% to 5% as Aerospace momentum continues and Industrial businesses are expected to return to positive organic growth.
Key Takeaways
- • Aerospace aftermarket strength driving record segment sales
- • Record adjusted segment operating margins across all segments
- • 2% overall organic sales growth in Q4
- • Aerospace backlog increased to a record $7.4 billion
- • Order rates positive at 5% for Parker overall, 12% for Aerospace
- • Gradual broad-based improvement across market verticals in North America Industrial
- • International organic growth turned positive with 5.6% APAC and 3.8% Latin America growth
PH YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
PH Revenue by Segment
With YoY comparisons, source: SEC Filings
PH Revenue by Geography
Regional revenue distribution
“Our outstanding performance contributed to a record year for safety, engagement, earnings per share, margins and cash flow. Delivering strong margin expansion and earnings growth in a dynamic macro environment is a testament to the resilience of our portfolio and the power of our business system, The Win Strategy™. We generated full year cash flow of $3.8 billion and through balanced capital deployment, increased our quarterly cash dividend by 10 percent, repurchased $1.6 billion of shares, and announced an agreement to acquire Curtis Instruments to expand our electrification offering. Thanks to our global team for another record year and the continued transformation of Parker.”
— Jenny Parmentier, Q4 2025 Earnings Press Release
PH Earnings Trends
PH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
PH EPS Trend
Earnings per share: estimate vs actual
PH Revenue Trend
Quarterly revenue: estimate vs actual
PH Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 | — | $8.17 | — | $5.49B | +1.62% |
| Q2 26 BEAT | $7.17 | $7.65 | +6.75% | $5.17B | +2.05% |
| Q1 26 BEAT | $6.62 | $7.22 | +9.01% | $5.08B | +2.86% |
| Q4 25 BEAT FY | $7.08 | $7.15 | +0.99% | $5.24B | +2.31% |
| FY Full Year | $26.73 | $27.12 | +1.45% | $19.85B | +0.60% |
| Q3 25 BEAT | $6.72 | $6.94 | +3.26% | $4.96B | -0.55% |