Parker Hannifin Corp (BSP:P1HC34)

R$ 1000 52.38 (5.53%) Market Cap: 514.88 Bil Enterprise Value: 570.70 Bil PE Ratio: 32.04 PB Ratio: 7.08 GF Score: 80/100

Q1 2025 Parker-Hannifin Corp Earnings Call Transcript

Oct 31, 2024 / 03:00 PM GMT

Release Date Price: R$917 (+1.44%)

Transcript 10-Q8-K

Key Points

Positve

Parker Hannifin Corp (PH) reported record sales, adjusted segment operating margin, adjusted EBITDA margin, and adjusted earnings per share for Q1 2025.
The aerospace segment showed strong performance with 18% organic growth, driven by double-digit growth in both commercial and defense markets.
The company achieved significant margin expansion, with adjusted segment operating margins increasing by 80 basis points.
Parker Hannifin Corp (PH) has a robust distribution network and a leading position in the $145 billion motion and control industry.
The company reported a strong cash flow performance, with free cash flow increasing by 17% to $649 million.

Negative

Organic growth in North America was negative, with sales declining by 5% due to delays and pressure in the energy and industrial equipment verticals.
International sales also faced challenges, with a 2% decline in organic growth, although this was in line with expectations.
The company experienced a headwind of $0.26 in the quarter due to currency losses from the remeasurement of inter-company loans.
There are near-term pressures and delays in projects and capital spending in the industrial market verticals.
North American orders decreased by 3% in the quarter, reflecting ongoing challenges in certain market segments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PH.N - Parker-Hannifin Corp
Q1 2025 Parker-Hannifin Corp Earnings Call
Oct 31, 2024 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified Participant [1]
--------------------------------------------------------------------------------
Sufficient increased 14% to seven $44 million.

Another quarter of impressive margin expansion team is off to a good start.

Next slide, please.

I want to spend a few minutes reminding everyone why do we win?

First?

The Win Strategy is our business system.

We have a decentralized operating structure, 85 divisions run by general managers with full P&L responsibility, all acting like owners close to their customers and executing the win strategy.

Today, we have innovated products that solve customer problems, 85% covered by intellectual property.

Our application engineers provide the expertise that allows us to have a competitive advantage with our

Already have an account? Log in

Get the full story

Start 7-Day Free Trial

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

You are not charged until the trial ends. Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.