PH Earnings
Thursday, Apr 30 2026
EPS Estimate
$7.83
$7.61 – $8.03
Revenue Estimate
$5.4B
Current Price
$972.69
Our Position
bullish · highAerospace boom and margin expansion ahead of Filtration deal
structured data
est. revisions stable
(+0.1pp / 30d)
This is a company with pricing power and operational leverage firing at once. Aerospace (the highest-margin business) keeps accelerating, Europe's recovery signals the end of a structural downcycle, and industrial margins inflecting to record levels suggests PH's Win Strategy is compounding. The $220 million acquisition synergies are icing — the core business momentum is what's moving the needle.
Watch: Watch industrial segment margin realization in Q2–Q3 2026 earnings and Filtration Group closing/integration timing. If industrial margins genuinely hit record levels while aerospace continues double-digit growth, the FY2026 guidance could prove conservative.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-2.4%
P/E Ratio
36.4
Est. Revisions (30d)
+0.1% 4up/2dn
Analyst Target (mean)
$1035 $610–$1168 +6%
Options P/C Ratio
0.23
Est. Dispersion
5% 23 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater
Recent Activity
insider trades
122 transactions
Sell
·
BRACHT BEREND (Officer)
·1,127 shares
·$1,129,401
Exercise
·
BRACHT BEREND (Officer)
·2,850 shares
·$852,692
Sell
·
BENDALI RACHID (Officer)
·412 shares
·$414,777
Exercise
·
BENDALI RACHID (Officer)
·830 shares
·$245,680
Sell
·
GENTILE THOMAS C. (Officer)
·1,326 shares
·$1,328,002
117 more
Exercise
·
GENTILE THOMAS C.
·3,370 shr
·$997,520
Sell
·
SCOTT PATRICK M.
·833 shr
·$818,889
Exercise
·
SCOTT PATRICK M.
·1,460 shr
·$231,994
Sell
·
HART MARK J
·2,804 shr
·$2,829,572
Exercise
·
HART MARK J
·6,740 shr
·$1,995,040
Sell
·
LEOMBRUNO TODD M.
·2,062 shr
·$2,066,815
Exercise
·
LEOMBRUNO TODD M.
·4,040 shr
·$641,512
Sell
·
ROSS ANDREW D.
·4,664 shr
·$4,659,339
Exercise
·
ROSS ANDREW D.
·10,220 shr
·$2,141,703
Sell
·
PARMENTIER JENNIFER A
·4,706 shr
·$4,690,288
Exercise
·
PARMENTIER JENNIFER A
·10,220 shr
·$2,141,703
Sell
·
PAREL DINU JOHN
·1,316 shr
·$1,250,263
Exercise
·
PAREL DINU JOHN
·3,030 shr
·$896,880
Sell
·
BRACHT BEREND
·1,457 shr
·$1,379,021
Exercise
·
BRACHT BEREND
·3,370 shr
·$997,520
Sell
·
JACOBSON MATTHEW A.
·564 shr
·$535,766
Exercise
·
JACOBSON MATTHEW A.
·970 shr
·$161,495
Sell
·
GENTILE THOMAS C.
·2,376 shr
·$2,236,546
Exercise
·
GENTILE THOMAS C.
·5,110 shr
·$1,070,852
Sell
·
IVES ANGELA R
·1,066 shr
·$1,015,152
Exercise
·
IVES ANGELA R
·2,360 shr
·$698,560
Sell
·
ROSS ANDREW D.
·2,488 shr
·$2,226,299
Exercise
·
ROSS ANDREW D.
·6,740 shr
·$1,995,040
Other
·
LOBO KEVIN A
·2,048 shr
Other
·
IVES ANGELA R
·10 shr
Sell
·
BRACHT BEREND
·3,507 shr
·$3,032,087
Sell
·
BENDALI RACHID
·1,437 shr
·$1,225,747
Sell
·
REIDY JAY
·391 shr
·$337,675
Exercise
·
REIDY JAY
·1,080 shr
·$319,680
Award
·
WOZNIAK BETH A
·258 shr
Award
·
VERRIER JAMES R.
·258 shr
Sell
·
VERRIER JAMES R.
·1,500 shr
·$1,125,000
Sell
·
LEONTI JOSEPH R.
·4,625 shr
·$3,472,625
Exercise
·
LEONTI JOSEPH R.
·2,617 shr
·$782,980
Sell
·
PAREL DINU JOHN
·1,103 shr
·$817,477
Sell
·
GENTILE THOMAS C.
·1,133 shr
·$826,524
Sell
·
IVES ANGELA R
·810 shr
·$589,162
Exercise
·
IVES ANGELA R
·910 shr
·$190,700
Sell
·
BRACHT BEREND
·278 shr
·$202,506
Sell
·
SCOTT PATRICK M.
·1,583 shr
·$1,154,718
Exercise
·
SCOTT PATRICK M.
·1,380 shr
·$229,756
Sell
·
JACOBSON MATTHEW A.
·575 shr
·$421,510
Sell
·
ROSS ANDREW D.
·4,361 shr
·$3,195,110
Sell
·
MALONE ROBERT W
·2,257 shr
·$1,649,100
Sell
·
HART MARK J
·2,257 shr
·$1,648,107
Sell
·
SCAMINACE JOSEPH M
·958 shr
·$639,475
Sell
·
REIDY JAY
·497 shr
·$335,783
Exercise
·
REIDY JAY
·1,310 shr
·$274,524
Sell
·
REIDY JAY
·150 shr
·$93,056
Award
·
GENTILE THOMAS C.
·2,055 shr
Award
·
LEOMBRUNO TODD M.
·7,645 shr
Award
·
PAREL DINU JOHN
·3,577 shr
Award
·
IVES ANGELA R
·1,426 shr
Award
·
CZAJA MARK T.
·3,278 shr
Award
·
BRACHT BEREND
·4,094 shr
Award
·
BENDALI RACHID
·3,478 shr
Award
·
REIDY JAY
·1,989 shr
Award
·
SCOTT PATRICK M.
·2,242 shr
Award
·
ROSS ANDREW D.
·7,910 shr
Award
·
LEONTI JOSEPH R.
·4,094 shr
Award
·
MALONE ROBERT W
·4,094 shr
Award
·
PARMENTIER JENNIFER A
·24,747 shr
Award
·
HART MARK J
·4,094 shr
Sell
·
CZAJA MARK T.
·375 shr
·$266,948
Other
·
IVES ANGELA R
·20 shr
Sell
·
SCAMINACE JOSEPH M
·1,121 shr
·$783,983
Other
·
LOBO KEVIN A
·3,465 shr
Sell
·
GENTILE THOMAS C.
·2,430 shr
·$1,703,826
Exercise
·
GENTILE THOMAS C.
·5,690 shr
·$904,141
Sell
·
PAREL DINU JOHN
·1,762 shr
·$1,232,325
Exercise
·
PAREL DINU JOHN
·4,560 shr
·$955,594
Sell
·
BRACHT BEREND
·1,551 shr
·$1,084,599
Sell
·
ROSS ANDREW D.
·4,864 shr
·$3,434,180
Exercise
·
ROSS ANDREW D.
·11,390 shr
·$1,809,871
Sell
·
MALONE ROBERT W
·3,945 shr
·$2,762,447
Exercise
·
MALONE ROBERT W
·10,220 shr
·$2,141,703
Sell
·
PARMENTIER JENNIFER A
·4,906 shr
·$3,457,196
Exercise
·
PARMENTIER JENNIFER A
·11,390 shr
·$1,809,871
Sell
·
HART MARK J
·3,957 shr
·$2,791,269
Exercise
·
HART MARK J
·10,220 shr
·$2,141,703
Sell
·
VERRIER JAMES R.
·1,300 shr
·$825,981
Sell
·
IVES ANGELA R
·187 shr
·$118,773
Exercise
·
IVES ANGELA R
·450 shr
·$71,505
Sell
·
LEONTI JOSEPH R.
·5,877 shr
·$3,708,622
Exercise
·
LEONTI JOSEPH R.
·7,147 shr
·$2,375,721
Award
·
WAINSCOTT JAMES L
·299 shr
Award
·
LOBO KEVIN A
·299 shr
Sell
·
BRACHT BEREND
·850 shr
·$503,982
Sell
·
PARMENTIER JENNIFER A
·2,641 shr
·$1,554,460
Exercise
·
PARMENTIER JENNIFER A
·6,620 shr
·$1,102,164
Sell
·
ROSS ANDREW D.
·3,233 shr
·$1,902,878
Sell
·
SCAMINACE JOSEPH M
·1,751 shr
·$1,032,617
Sell
·
BENDALI RACHID
·1,815 shr
·$1,043,368
Exercise
·
BENDALI RACHID
·1,310 shr
·$274,524
Sell
·
GENTILE THOMAS C.
·1,029 shr
·$583,536
Sell
·
PAREL DINU JOHN
·1,413 shr
·$807,685
Sell
·
HART MARK J
·2,058 shr
·$1,165,301
Sell
·
BRACHT BEREND
·2,279 shr
·$1,239,441
Sell
·
IVES ANGELA R
·928 shr
·$505,760
Sell
·
REIDY JAY
·572 shr
·$306,872
Exercise
·
REIDY JAY
·1,296 shr
·$208,386
Sell
·
MALONE ROBERT W
·2,058 shr
·$1,120,066
Award
·
GENTILE THOMAS C.
·1,866 shr
Award
·
LEOMBRUNO TODD M.
·7,986 shr
Award
·
PAREL DINU JOHN
·2,563 shr
Award
·
IVES ANGELA R
·1,331 shr
Award
·
CZAJA MARK T.
·2,922 shr
Award
·
BRACHT BEREND
·3,098 shr
Award
·
BENDALI RACHID
·1,980 shr
Award
·
BENDALI RACHID
·1,980 shr
Award
·
REIDY JAY
·477 shr
Award
·
SCOTT PATRICK M.
·608 shr
Award
·
ROSS ANDREW D.
·5,864 shr
Award
·
LEONTI JOSEPH R.
·3,732 shr
Award
·
MALONE ROBERT W
·3,732 shr
Award
·
PARMENTIER JENNIFER A
·17,211 shr
Award
·
HART MARK J
·3,732 shr
analyst ratings
1 rating
Citigroup
→Buy
8d ago
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