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Parker-Hannifin (PH) has an average rating of overweight and mean price target of $1,046.08, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
KKR (KKR) signed a definitive deal to sell its CIRCOR Aerospace division to Parker-Hannifin (PH) for $2.55 billion, according to a Thursday statement.Funds managed by KKR will continue to own CIRCOR's naval and industrial businesses following the transaction, KKR said. The acquisition is expected to close in H2, the company added.Price: $93.76, Change: $-0.59, Percent Change: -0.63%
KKR to Sell CIRCOR Aerospace Division to Parker-Hannifin for $2.55 Billion
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Following the recent pullback in shares and encouraging Q3 FY 26 (Jun.) results, we lift our 12-month target by $50 to $1,050 and upgrade our view on shares to Buy from Hold. We value shares at 30.5x our FY 27 EPS outlook of $34.42 (up from $33.35; FY 26 EPS view revised to $31.20 from $30.90), above the company's long-term multiple average given an accelerated growth trajectory within aerospace markets. PH's Diversified Industrial business is beginning to inflect into recovery, with orders above 7% in NA signaling a cyclical uptrend. Q3 structural improvements in margins inform our upgraded outlook for earnings in FY 26-FY 27, with negative mix impacts from outsized growth in lower-margin OEM products being more than offset by strong operational execution. With greater participation in growth across the portfolio, PH once again deploying capital to synergistic M&A, and margin expansion still in full swing, we believe that shares are positioned to outperform over the next 12 months.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PH delivered strong Q3 FY results with sales of $5.5B (+11% Y/Y) and adjusted EPS of $8.17 (+18% Y/Y), reflecting broad-based momentum and 6.5% organic growth across segments. The results demonstrate healthy end-market demand. The Aerospace Systems and Diversified Industrial segments contributed meaningfully to overall performance. Aerospace Systems achieved $1.81B in revenue (+15.5% Y/Y) with 14.2% organic growth, resulting in record adjusted operating margins of 29.5% (+80 bps Y/Y). The segment benefited from 22% commercial OEM growth and 14% aftermarket expansion as aircraft build rates accelerate. Order rates remained robust at +14% with record backlogs supporting future growth. The Diversified Industrial recovery gained further traction, with 3.0% organic growth and record margins of 25.3%. North America achieved 2.8% growth, while International operations saw a 3.3% expansion. We believe the sustained aerospace momentum and accelerating industrial recovery position PH well for continued outperformance.
The industrial sector likely saw strong demand in the first quarter, despite concerns around the impact of the Iran war, Truist Securities said in a note on Friday.The broader momentum is attributable to improved demand in machinery markets and growth across data centers, aerospace, and heating, ventilation and air conditioning, according to the note."Rising input costs tied to the Iran war are manageable in the short term," Truist analysts, including Jamie Cook, said.While there are worries tied to tariffs, "we would be more concerned about a prolonged war with Iran and the potential macro repercussions," Cook said.Oil prices plunged on Friday after Iran opened the Strait of Hormuz following a ceasefire agreement between Lebanon and Israel. Energy prices have surged following the US-Israel war with Tehran. US President Donald Trump has expressed optimism over the prospects of a deal with Iran ahead of the expiration of a two-week ceasefire between the two sides."We see a positive setup for first-quarter prints across machinery, multi-industry and infrastructure services," Cook wrote.Within the machinery industry, the brokerage maintained 2026 estimates for Deere (DE), AGCO (AGCO) and CNH Industrial (CNH) amid order momentum. Caterpillar (CAT) is expected to deliver another strong quarter, Cook said.Infrastructure service companies AECOM (ACM) and Jacobs (J) must convince investors with sustainable organic growth and margin improvement, though Jacobs is seen posting a solid quarter.Multi industry player Parker-Hannifin (PH) is on track for continued earnings beats and raises, with signs that industrial organic growth is improving, Cook said. AMETEK (AME) is recovering and holds capacity for more deals, according to the research note.AMETEK completed its acquisition of Faro Technologies in 2025.
GE Vernova (GEV), Parker-Hannifin (PH), and Ametek (AME) are among companies expected to benefit from improving short-cycle industrial demand as order trends strengthen and defense-related exposure provides an additional boost, BofA Securities said Monday in a report.BofA expects GE Vernova's orders to rise 44% this year, supported by data-center demand and potential upside from the US-Japan trade deal's Ohio power-generation project. Defense revenue accounts for 11% of Parker-Hannifin's sales and 10% at both Ametek and ITT (ITT), the report said.3M (MMM) and Forgent Power Solutions (FPS) have lagged behind the S&P 500's recent 1% decline, while Vertiv (VRT), GE Vernova, and Fastenal (FAST) have outperformed, the report said.Companies tied more closely to consumer spending may face greater pressure, while industrial component suppliers are likely to see the strongest improvement in revenue growth as orders picked up in Q4, the report said. Supply-chain disruptions tied to the Middle East conflict may affect Q2 shipment timing, BofA said.Price: $990.82, Change: $-0.50, Percent Change: -0.05%