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 States82EXITView United States risk detail βπIndustrials29WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 36 | +3% | β6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 36 | +3% | β6% | NEUTRAL |
| HON | Honeywell International Inc. | 33 | +8% | β6% | EARLY |
| PH | Parker Hannifin Corporation | 33 | +9% | β6% | EARLY |
| ETN | Eaton Corporation plc | 33 | +16% | β6% | EARLY |
| OTIS | Otis Worldwide Corporation | 33 | +7% | β6% | NEUTRAL |
| UNP | Union Pacific Corporation | 33 | +7% | 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
[Senate Hearing 119-360] [From the U.S. Government Publishing Office] S. Hrg. 119-360 THE DOCTOR IS OUT: HOW WASHINGTON'S RULES DROVE PHYSICIANS OUT OF MEDICINE ======================================================================= HEARING BEFORE THE SPECIAL COMMITTEE ON AGING β¦
[Senate Hearing 119-] [From the U.S. Government Publishing Office] OPEN HEARING: PENDING NOMINATIONS OF JOHN DEVER, TO BE GENERAL COUNSEL OF THE OFFICE OF THE DIRECTOR OF NA- TIONAL INTELLIGENCE; CHRISTOPHER FOX, TO BE INSPECTOR GENERAL OF THE INTEL- LIGENCE COMMUNITY; MATTHEW A. KOZMA, TO BE UNDER SECRETARY FOR INTEL- LIGENCE AND ANALYSIS, DEPARTMENT OF HOMELAND SECURITY; GEORGE WESLEY STREET, TO BE DIRECTOR OF THE NA- TIONAL COUNTERINTELLIGENCE AND SECU- β¦
[Senate Hearing 119-110] [From the U.S. Government Publishing Office] S. Hrg. 119-110 OPEN HEARING: NOMINATIONS OF AARON LUKAS TO BE PRINCIPAL DEPUTY DIRECTOR OF NATIONAL INTELLIGENCE, JOSEPH KENT TO BE DIRECTOR OF THE NATIONAL COUNTERTERRORISM CENTER, OFFICE OF THE DIRECTOR OF NATIONAL INTELLIGENCE, AND JOHβ¦
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| David J. TaylorOH | R | Buy | $1kβ$15k | May 15, 26 | -1.0% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Mar 23, 26 | -6.9% |
| Jared MoskowitzFL | D | Buy | Unknown amount | Apr 30, 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 | Jan 18, 23 | +48.8% |
| Greg LandsmanOH | D | Buy | $1kβ$15k | Jun 3, 24 | +48.8% |
| Greg LandsmanOH | D | Sell | $1kβ$15k | Apr 27, 23 | +48.8% |
| Greg LandsmanOH | D | Buy | $1kβ$15k | May 4, 23 | +48.8% |
| Greg LandsmanOH | D | Buy | $1kβ$15k | May 2, 24 | +48.8% |
| Markwayne Mullin | Buy | $15kβ$50k | Jun 12, 24 | +60.0% |