Parker-Hannifin Q4 Earnings Beat, Aerospace Systems Sales Up Y/Y

Parker-Hannifin Corporation PH reported fourth-quarter fiscal 2025 (ended June 2025) adjusted earnings (excluding 54 cents from non-recurring items) of $7.69 per share, which beat the Zacks Consensus Estimate of $7.08. The bottom line jumped 14% year over year.Total sales of $5.24 billion beat the consensus estimate of $5.10 billion. The top line increased 1.1% year over year. Organic sales grew 2.1%. Orders increased 5% year over year.In fiscal 2025, PH reported net revenues of $19.9 billion, which decreased 0.4% year over year. The company’s adjusted earnings were $27.33 per share, up 7% year over year.PH’s Segmental DetailsThe Diversified Industrial segment’s sales totaled $3.57 billion, representing 68% of total sales. On a year-over-year basis, the segment’s sales decreased 2.5%.Sales from Diversified Industrial North America totaled $2.08 billion, down 6.9% year over year. The Zacks Consensus Estimate was pegged at $2.05 billion. Diversified International sales were $1.49 billion, up 4.3% year over year. The consensus mark was pegged at $1.41 billion.Orders for Diversified Industrial North America increased 2% year over year, while Diversified Industrial International orders were flat on a year-over-year basis.The Aerospace Systems segment generated sales of $1.68 billion, which accounted for 32% of total sales. Sales jumped 9.7% year over year, thanks to aftermarket sales growth in both commercial and defense markets. The Zacks Consensus Estimate was pegged at $1.64 billion. Orders for the Aerospace Systems unit increased 12% on a year-over-year basis.Parker-Hannifin Corporation Price, Consensus and EPS Surprise Parker-Hannifin Corporation price-consensus-eps-surprise-chart | Parker-Hannifin Corporation QuotePH’s Margin ProfileParker-Hannifin’s cost of sales was $3.29 billion, down 1.1% year over year. Selling, general and administrative expenses increased 2.6% from the prior year to $839 million.Adjusted total segment operating income increased 7.2% year over year to $1.41 billion. Adjusted total segment operating margin increased 160 basis points year over year to 26.9%.PH’s Balance Sheet & Cash FlowExiting the fiscal fourth quarter, Parker-Hannifin had cash and cash equivalents of $467 million compared with $422 million at the end of fiscal 2024. Long-term debt was $7.49 billion compared with $7.16 billion at the end of fiscal 2024.In fiscal 2025, Parker-Hannifin generated net cash of $3.78 billion from operating activities compared with $3.38 billion in the year-ago period.Capital spending totaled $435 million in the fiscal year compared with $400 million in the year-ago period.Parker-Hannifin paid out cash dividends of $861 million, up 10.1% year over year.PH’s Fiscal 2026 Guidance IssuedParker-Hannifin has issued its fiscal 2026 guidance. The company now expects total sales to increase 2-5% year over year. Organic sales are projected to increase 1.5-4.5%. Its adjusted operating margin is estimated to be 26.3-26.7%.Parker-Hannifin currently expects adjusted earnings to be in the band of $28.40-$29.40 per share.PH’s Zacks RankThe company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Performance of Other CompaniesDover Corporation DOV reported earnings of $2.44 per share in second-quarter 2025, beating the Zacks Consensus Estimate of $2.39. This compares with earnings of $2.36 per share a year ago.Dover posted revenues of $2.05 billion in the quarter, surpassing the Zacks Consensus Estimate by 0.6%. This compares with year-ago revenues of $2.18 billion.Teck Resources Limited TECK came out with earnings of $0.27 per share in the second quarter of 2025, beating the Zacks Consensus Estimate of $0.2. This compares with earnings of $0.58 per share a year ago.Teck Resources posted revenues of $1.46 billion in the quarter, missing the Zacks Consensus Estimate by 8.7%. This compares with year-ago revenues of $2.83 billion. Packaging Corporation of America PKG reported earnings of $2.48 per share, beating the Zacks Consensus Estimate of $2.44. This compares with earnings of $2.2 per share a year ago.Packaging Corp. posted revenues of $2.17 billion in the quarter, surpassing the Zacks Consensus Estimate by 0.5%. This compares with year-ago revenues of $2.08 billion.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Parker-Hannifin Corporation (PH): Free Stock Analysis Report Dover Corporation (DOV): Free Stock Analysis Report Packaging Corporation of America (PKG): Free Stock Analysis Report Teck Resources Ltd (TECK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks