Parker-Hannifin: Don't Fear The Downside, Take Advantage

Oct. 12, 2022 6:54 PM ETParker-Hannifin Corporation (PH)MMM


  • For an aging, slow-growing industrial company, PH has done well to improve their profitability.
  • This performance improvement is a reason for the elevated valuation that is at risk due to a variety of headwinds.
  • While temporary, I think those willing to be quick on their feet should wait for the downward pressures to subside.

Fort Wayne - Circa April 2017: Parker Hannifin Precision Cooling Systems Factory. Parker is listed on the NYSE as PH I



I have been assessing the market of late through a lens that the old stalwarts of the US industrial complex are weakening. This led me to my conclusion that 3M (MMM) is unlikely to provide any

Company summary profile

PH Investor Presentation

A summary of PH compared to industrial peers.

PH Investor Presentation

Revenue data including growth rates.


A summary of growth rates for PH

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Current profitability data


EBITDA expectations for the future

PH Investor Presentation

A summary of PH's balance sheet data


A summary of recent acquisitions

PH Investor Presentation

A summary of PH's historical leverage compared to the share price.


A summary of current financials adjusted with currency effects

PH Investor Presentation

A summary of future ways to improve performance

PH Investor Presentation

A summary of the future expected revenue mix

PH Investor Presentation

Valuation of PH


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