Parker's diversified motion-and-control portfolio benefits from aerospace recovery (Meggitt accretion), defense, and reshoring industrial capex. Aerospace segment now exceeds 25% of operating income with elevated aftermarket margins. Hydrogen and clean energy hydraulics emerging as multi-year growth verticals.
Thesis reviewed May 29, 2026
Parker Hannifin Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπIndustrials27WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| ROK | Rockwell Automation, Inc. | 31 | +2% | β6% | NEUTRAL |
| UNP | Union Pacific Corporation | 31 | +7% | β6% | EARLY |
| CAT | Caterpillar Inc. | 31 | +12% | β6% | EARLY |
| ERJ | Embraer SA | 31 | +13% | β6% | EARLY |
| IR | Ingersoll Rand Inc. | 31 | +9% | β6% | EARLY |
| ETN | Eaton Corporation plc | 31 | +16% | β6% | EARLY |
| GE | GE Aerospace | 31 | +14% | β6% | EARLY |
Investors who hold PH may also have indirect exposure through these country funds.
Parker aerospace segment margins reach 28%; Meggitt synergies ahead of plan
Defense order intake up 18% YoY across hydraulics and fluid systems
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| David J. TaylorOH | R | Buy | $1kβ$15k | May 15, 26 | -1.0% |
| Jared MoskowitzFL | D | Buy | Unknown amount | Apr 30, 26 | -6.9% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Mar 23, 26 | -6.9% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Mar 12, 26 | -5.4% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Feb 26, 26 | -8.4% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Feb 9, 26 | -17.2% |
| Byron DonaldsFL | R | Sell | $1kβ$15k | Jan 8, 26 | -13.8% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Jan 16, 26 | -10.9% |
| Julia LetlowLA | R | Buy | $1kβ$15k | Oct 23, 24 | -9.6% |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | +50.3% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | +43.0% |
| Greg LandsmanOH | D | Buy | $1kβ$15k | May 2, 24 | +48.8% |
| Greg LandsmanOH | D | Buy | $1kβ$15k | May 4, 23 | +48.8% |
| Greg LandsmanOH | D | Buy | $1kβ$15k | Jan 18, 23 | +48.8% |
| Greg LandsmanOH | D | Sell | $1kβ$15k | Apr 27, 23 | +48.8% |
| Greg LandsmanOH | D | Buy | $1kβ$15k | Jun 3, 24 | +48.8% |
| Markwayne Mullin | Buy | $15kβ$50k | Jun 12, 24 | +60.0% |