UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File number 1-4982 PARKER-HANNIFIN CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of IncorporationorOr ...

CLEVELAND, Nov. 04, 2024 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, today announced it has completed the previously announced divestiture of its North America Composites and Fuel Containment (CFC) Division to private investment firm SK Capital Partners.  “We are pleased to have completed this sale for the North America Composites and Fuel Containment Division,” said Jenny Parmentier, Chairman and Chief Executive Officer. “One element of ...

财务数据和关键指标变化 - 公司在2025财年第一季度实现销售额49亿美元，同比增长1.2%，其中有机增长为1.4% [19][20] - 调整后的每股收益增长4%，达到6.20美元，创下新高 [20][23] - 运营现金流增加14%，达到7.44亿美元 [30] 各条业务线数据和关键指标变化 - 航空系统部门销售额为14亿美元，同比增长18%，有机增长约为17% [29] - 北美多元化工业业务销售额为21亿美元，有机增长为负5% [25] - 国际业务销售额为14亿美元，有机增长为负2%，亚太地区有机增长为3.2% [27] 各个市场数据和关键指标变化 - 航空市场的订单增长率为7% [29] - 北美订单下降3% [26] - 拉丁美洲市场表现良好，有机增长为14% [27] 公司战略和发展方向和行业竞争 - 公司强调其“胜利战略”，通过去中心化的运营结构和创新产品来提升市场竞争力 [9][11] - 公司在1450亿美元的运动与控制行业中占据第一位置，持续获得市场份额 [11] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望持乐观态度，预计航空和国防市场将继续增长，调整后的有机增长预期为10% [32] - 对于工业市场，管理层表示短期内存在一些压力，但整体信心依然积极 [34] 其他重要信息 - 公司在第一季度减少了3.7亿美元的债务，净债务与调整后EBITDA的比率降至1.9倍 [30] - 公司预计2025财年的调整后每股收益为26.70美元 [40] 问答环节所有提问和回答 问题: 关于增量利润率的变化 - 管理层表示，第一季度的增量利润率为95%，主要受航空业务强劲增长的推动 [47][48] 问题: 国际订单的表现 - 亚太地区的销售占公司总销售的约11%，第一季度有机增长为3% [49] 问题: 北美市场的弱点 - 管理层确认，北美市场的弱点主要来自于OEM业务的生产下降和项目延迟 [51][52] 问题: 关于并购的管道 - 管理层表示，收购管道活跃，目标包括各类规模的公司，重点是与公司现有技术互补的业务 [54] 问题: 关于未来的市场不确定性 - 管理层指出，客户并未因选举而推迟订单，整体需求依然强劲 [87] 问题: 航空和国防市场的增长驱动因素 - 管理层提到，国防MRO的增长率为47%，主要得益于公共私营合作伙伴关系的成功 [90]

业绩总结 - FY25第一季度销售额为49.04亿美元，同比增长1.2%[11] - 调整后的净收入为8.1亿美元，同比增长4.3%[11] - 每股收益（EPS）为6.20美元，同比增长4.0%[11] - 运营现金流为7.44亿美元，同比增长14%[13] - 自由现金流为6.49亿美元，同比增长17%[13] - 2023年9月30日的净销售额为48.47亿美元，较去年同期增长了1.4%[25] - 2023年9月30日的净收入为6.51亿美元，占销售额的13.4%[25] - 2023年9月30日的每股摊薄收益为4.99美元[25] 用户数据 - 航空航天系统部门销售额为14.48亿美元，同比增长17.2%[12] - 北美业务销售额为21亿美元，下降5.0%[12] - 北美业务的营业收入为5.55亿美元，占销售额的24.9%[28] - 国际业务的营业收入为3.34亿美元，占销售额的24.1%[28] 未来展望 - FY25全年销售预期增长为0.5%至3.5%[16] - FY25有机销售增长预期为1.5%至4.5%[16] - FY25调整后每股收益（EPS）预期区间为26.35美元至27.05美元[16] - FY25自由现金流预期为30亿至33亿美元[16] - FY25第二季度销售中点为48亿美元[16] - FY25税率预期约为22.5%[21] - FY25北美业务销售预期下降6%至3%[20] - FY25国际业务销售预期增长2%至5%[20] - 航空航天部门有机增长预期提升至10%[16] 财务指标 - 调整后的部门运营利润率为25.7%，较去年同期提高80个基点[11] - 调整后的EBITDA利润率为24.9%[11] - 净债务与调整后TTM EBITDA比率为1.9倍[13] - 2023年9月30日的调整后EBITDA为12.22亿美元，占销售额的24.9%[28] - 2023年9月30日的利息支出为1.34亿美元，占销售额的2.8%[25] - 2023年9月30日的总债务为102.44亿美元，净债务为98.68亿美元[29] 预测数据 - 2025财年第二季度预测净销售额约为0.3%[34] - 2025财年第二季度预测每股摊薄收益约为5.27美元[34] - 调整后的预测净销售额约为1.0%[34] - 2025财年预测的分部运营利润率约为22.1%[34] - 调整后的预测分部运营利润率约为25.2%[34] - 2025财年预测每股摊薄收益范围为22.78美元至23.48美元[37] - 北美业务的预测净销售额变化范围为-6.0%至-3.0%[36] - 航空系统的预测净销售额变化范围为9.0%至12.0%[36]

Parker-Hannifin Corporation (PH) reported first-quarter fiscal 2025 (ended Sept. 30, 2024) adjusted earnings (excluding 86 cents from non-recurring items) of $6.20 per share, which beat the Zacks Consensus Estimate of $6.13. The bottom line jumped 4% year over year.Total sales of $4.9 billion missed the consensus estimate of $4.91 billion. The top line increased 1.2% year over year. Strength across businesses and transformed portfolio drove the top line. Organic sales grew 1.4% year over year. Orders grew 1 ...

For the quarter ended September 2024, Parker-Hannifin (PH) reported revenue of $4.9 billion, up 1.2% over the same period last year. EPS came in at $6.20, compared to $5.96 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $4.91 billion, representing a surprise of -0.04%. The company delivered an EPS surprise of +1.14%, with the consensus EPS estimate being $6.13.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Parker-Hannifin (PH) came out with quarterly earnings of $6.20 per share, beating the Zacks Consensus Estimate of $6.13 per share. This compares to earnings of $5.96 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.14%. A quarter ago, it was expected that this maker of motion and control products would post earnings of $6.23 per share when it actually produced earnings of $6.77, delivering a surprise of 8.67%.Over the last fo ...

财务表现 - 2021年第四季度营收为 1.33 亿美元，同比增长 20%。[1] - 2021年全年营收为 4.63 亿美元，同比增长 25%。[1] - 2021年第四季度毛利率为 71.4%，同比提高 1.2 个百分点。[1] - 2021年全年毛利率为 71.1%，同比提高 0.9 个百分点。[1] 业务发展 - 2021年第四季度,公司在全球范围内新增了超过 1,000 家客户。[1] - 截至 2021 年 12 月 31 日,公司的客户总数超过 12,000 家。[1] - 公司持续加大在人工智能、机器学习等前沿技术领域的投入和布局。[1] 未来展望 - 预计 2022 年全年营收将达到 5.3 亿美元至 5.5 亿美元,同比增长 15% 至 19%。[1] - 公司将继续专注于产品创新和市场拓展,保持业务高速增长。[1] - 公司将进一步加大在人工智能、机器学习等前沿技术领域的投入。[1] 股东回报 - 董事会批准了 2022 年第一季度现金股利,每股 0.03 美元。[1] - 这是公司连续第 11 个季度派发现金股利。[1]

CLEVELAND, Oct. 31, 2024 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE: PH), the global leader in motion and control technologies, today reported results for the quarter ended September 30, 2024, that included the following highlights (compared with the prior year quarter): Fiscal 2025 First Quarter Highlights: Sales increased 1.2% to $4.9 billion; Organic sales growth was 1.4%Net income was $698 million, an increase of 7%, or $810 million adjusted, an increase of 4%EPS were $5.34, an increase of 7% ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, it's pretty easy to find cutting-edge growth stocks with th ...