Get emailed when PH changes direction
Insider selling: $81,281,907 sold by 20 insiders (30d)
Est. revisions:
+0.1%
(4 up, 2 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.4)
Factor Model
net +0.4 2.1 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.4
Narrative Gap
+0.0
Aerospace boom and margin expansion ahead of Filtration deal
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.
Parker-Hannifin is firing on multiple cylinders: aerospace segment margins hit 27% (ahead of schedule), Europe just posted its first organic growth in seven quarters, and the company guided to 5% organic growth and ~28% adjusted EBITDA margins for FY2026. The Meggitt integration is tracking ahead of plan, and the pending $220 million synergy-yielding Filtration Group acquisition adds another growth driver. Industrial segment margins are expected to hit record levels.
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.
Evidence
8d ago
Citigroup main PH: Buy → Buy
Fundamentals & Data ▾
Parker-Hannifin Corporation
Industrials · Specialty Industrial Machinery
Mkt Cap
$126B
P/E
36.4 fwd 29.3
Beta
1.25
Div Yield
72.00%
52w Range
$554.23 - $1034.96
Short Interest
1.5M 1.2%
Days to Cover
1.7 -8%
Technicals
downtrend
from 52w Hi
-2.4%
1w return
-1.2%
Insiders
selling
0B / 3S
Analysts
mixed
EPS Estimate
$7.83
+0.1% 30d
4up / 2dn
Est. Dispersion
5%
23 analysts
Analyst Target
$1035
$610 - $1168
Options P/C
0.23
Insider Cluster
strong sell
0B / 13S
Fund Convergence
strong
D.E. Shaw, Citadel, Bridgewater
Financials
Revenue
$5.2B +9% YoY
FCF
$768M
Gross Margin
37%
Op Margin
21%
Momentum:
accelerating
Top Holders
D.E. Shaw
$1.1B
Citadel
$466M
Bridgewater
$6M
Recent Filings & Data
insider trade
122
net selling
· $81,281,907 sold
20 insiders · 122 transactions (30d)
Recent transactions
BRACHT BEREND · sell · $1,129,401
BRACHT BEREND · exercise · $852,692
BENDALI RACHID · sell · $414,777
BENDALI RACHID · exercise · $245,680
GENTILE THOMAS C. · sell · $1,328,002
GENTILE THOMAS C. · exercise · $997,520
SCOTT PATRICK M. · sell · $818,889
SCOTT PATRICK M. · exercise · $231,994
HART MARK J · sell · $2,829,572
HART MARK J · exercise · $1,995,040
LEOMBRUNO TODD M. · sell · $2,066,815
LEOMBRUNO TODD M. · exercise · $641,512
ROSS ANDREW D. · sell · $4,659,339
ROSS ANDREW D. · exercise · $2,141,703
PARMENTIER JENNIFER A · sell · $4,690,288
PARMENTIER JENNIFER A · exercise · $2,141,703
PAREL DINU JOHN · sell · $1,250,263
PAREL DINU JOHN · exercise · $896,880
BRACHT BEREND · sell · $1,379,021
BRACHT BEREND · exercise · $997,520
JACOBSON MATTHEW A. · sell · $535,766
JACOBSON MATTHEW A. · exercise · $161,495
GENTILE THOMAS C. · sell · $2,236,546
GENTILE THOMAS C. · exercise · $1,070,852
IVES ANGELA R · sell · $1,015,152
IVES ANGELA R · exercise · $698,560
ROSS ANDREW D. · sell · $2,226,299
ROSS ANDREW D. · exercise · $1,995,040
LOBO KEVIN A · other
IVES ANGELA R · other
BRACHT BEREND · sell · $3,032,087
BENDALI RACHID · sell · $1,225,747
REIDY JAY · sell · $337,675
REIDY JAY · exercise · $319,680
WOZNIAK BETH A · award
VERRIER JAMES R. · award
VERRIER JAMES R. · sell · $1,125,000
LEONTI JOSEPH R. · sell · $3,472,625
LEONTI JOSEPH R. · exercise · $782,980
PAREL DINU JOHN · sell · $817,477
GENTILE THOMAS C. · sell · $826,524
IVES ANGELA R · sell · $589,162
IVES ANGELA R · exercise · $190,700
BRACHT BEREND · sell · $202,506
SCOTT PATRICK M. · sell · $1,154,718
SCOTT PATRICK M. · exercise · $229,756
JACOBSON MATTHEW A. · sell · $421,510
ROSS ANDREW D. · sell · $3,195,110
MALONE ROBERT W · sell · $1,649,100
HART MARK J · sell · $1,648,107
SCAMINACE JOSEPH M · sell · $639,475
REIDY JAY · sell · $335,783
REIDY JAY · exercise · $274,524
REIDY JAY · sell · $93,056
GENTILE THOMAS C. · award
LEOMBRUNO TODD M. · award
PAREL DINU JOHN · award
IVES ANGELA R · award
CZAJA MARK T. · award
BRACHT BEREND · award
BENDALI RACHID · award
REIDY JAY · award
SCOTT PATRICK M. · award
ROSS ANDREW D. · award
LEONTI JOSEPH R. · award
MALONE ROBERT W · award
PARMENTIER JENNIFER A · award
HART MARK J · award
CZAJA MARK T. · sell · $266,948
IVES ANGELA R · other
SCAMINACE JOSEPH M · sell · $783,983
LOBO KEVIN A · other
GENTILE THOMAS C. · sell · $1,703,826
GENTILE THOMAS C. · exercise · $904,141
PAREL DINU JOHN · sell · $1,232,325
PAREL DINU JOHN · exercise · $955,594
BRACHT BEREND · sell · $1,084,599
ROSS ANDREW D. · sell · $3,434,180
ROSS ANDREW D. · exercise · $1,809,871
MALONE ROBERT W · sell · $2,762,447
MALONE ROBERT W · exercise · $2,141,703
PARMENTIER JENNIFER A · sell · $3,457,196
PARMENTIER JENNIFER A · exercise · $1,809,871
HART MARK J · sell · $2,791,269
HART MARK J · exercise · $2,141,703
VERRIER JAMES R. · sell · $825,981
IVES ANGELA R · sell · $118,773
IVES ANGELA R · exercise · $71,505
LEONTI JOSEPH R. · sell · $3,708,622
LEONTI JOSEPH R. · exercise · $2,375,721
WAINSCOTT JAMES L · award
LOBO KEVIN A · award
BRACHT BEREND · sell · $503,982
PARMENTIER JENNIFER A · sell · $1,554,460
PARMENTIER JENNIFER A · exercise · $1,102,164
ROSS ANDREW D. · sell · $1,902,878
SCAMINACE JOSEPH M · sell · $1,032,617
BENDALI RACHID · sell · $1,043,368
BENDALI RACHID · exercise · $274,524
GENTILE THOMAS C. · sell · $583,536
PAREL DINU JOHN · sell · $807,685
HART MARK J · sell · $1,165,301
BRACHT BEREND · sell · $1,239,441
IVES ANGELA R · sell · $505,760
REIDY JAY · sell · $306,872
REIDY JAY · exercise · $208,386
MALONE ROBERT W · sell · $1,120,066
GENTILE THOMAS C. · award
LEOMBRUNO TODD M. · award
PAREL DINU JOHN · award
IVES ANGELA R · award
CZAJA MARK T. · award
BRACHT BEREND · award
BENDALI RACHID · award
BENDALI RACHID · award
REIDY JAY · award
SCOTT PATRICK M. · award
ROSS ANDREW D. · award
LEONTI JOSEPH R. · award
MALONE ROBERT W · award
PARMENTIER JENNIFER A · award
HART MARK J · award
3 signals · latest 8d ago
Get alerted when PH changes direction
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