Group 1 - Parker Hannifin Corporation is scheduled to present at Citi's 2026 Global Industrial Tech and Mobility Conference on February 19, 2026, at 11:20 a.m. Eastern time [1] - A live webcast of the presentation will be available on Parker's investor information website and will be archived for future access [1] - Parker Hannifin is recognized as a Fortune 250 global leader in motion and control technologies, with a history of enabling engineering breakthroughs for over a century [2] Group 2 - The company has increased its annual dividend per share for 69 consecutive fiscal years, ranking among the top five longest-running dividend-increase records in the S&P 500 index [2]

Company Announcement - Parker Hannifin Corporation is scheduled to present at the Barclays 43 Industrial Select Conference in Miami Beach, Florida on February 18, 2026 at 11:00 a.m. Eastern time [1] - A live webcast of the presentation will be accessible on Parker's investor information website and will be archived on the site [1] Company Profile - Parker Hannifin is a Fortune 250 global leader in motion and control technologies, with over a century of experience enabling engineering breakthroughs [2] - The company has increased its annual dividend per share paid to shareholders for 69 consecutive fiscal years, ranking among the top five longest-running dividend-increase records in the S&P 500 index [2]

Core Insights - The U.S. stock market's AI-driven bull run from 2023 to 2025 has continued into 2026, benefiting various sectors, particularly old-economy stocks in industrials, finance, auto, materials, and construction [1] Group 1: Investment Opportunities - Investing in old-economy stocks with a favorable Zacks Rank is expected to yield profits in 2026, providing opportunities for portfolio diversification [2] - Five old-economy stocks with strong earnings results and favorable Zacks Rank include Parker-Hannifin Corp. (PH), The Goldman Sachs Group Inc. (GS), GE Aerospace (GE), C.H. Robinson Worldwide Inc. (CHRW), and Carpenter Technology Corp. (CRS) [3] Group 2: Parker-Hannifin Corp. (PH) - Parker-Hannifin reported adjusted earnings of $7.65 per share for Q2 fiscal 2026, exceeding the Zacks Consensus Estimate of $7.15, with total sales of $5.17 billion surpassing the consensus estimate of $5.04 billion [6] - The company benefits from steady demand in commercial and military markets, with a Win strategy driving margins and shareholder value [7][8] - Expected revenue and earnings growth rates for PH are 6.8% and 12.9%, respectively, for the current year, with a current dividend yield of 0.74% [11] Group 3: The Goldman Sachs Group Inc. (GS) - Goldman Sachs reported Q4 2025 earnings per share of $14.01, exceeding the Zacks Consensus Estimate of $11.77, while net revenues were $13.45 billion, slightly below the estimate of $13.61 billion [12] - The firm is focusing on its core strengths in investment banking and trading, with expansion in the private equity credit market expected to diversify revenue [14] - Expected revenue and earnings growth rates for GS are 8.6% and 10.3%, respectively, for the current year, with a current dividend yield of 1.70% [16] Group 4: GE Aerospace - GE Aerospace's Q4 adjusted earnings were $1.57 per share, beating the Zacks Consensus Estimate of $1.44, with adjusted revenues of $11.87 billion exceeding the estimate of $11.26 billion [17] - The company is experiencing strong demand for commercial engines and propulsion technologies, supported by rising defense budgets and robust air travel demand [18] - Expected revenue and earnings growth rates for GE are 13.8% and 17%, respectively, for the current year, with a current dividend yield of 0.45% [19] Group 5: C.H. Robinson Worldwide Inc. (CHRW) - C.H. Robinson reported Q4 2025 adjusted earnings of $1.23 per share, surpassing the Zacks Consensus Estimate of $1.12, while total revenues of $3.91 billion narrowly missed the estimate of $3.95 billion [20] - The company is focused on shareholder returns through dividends and share repurchases, with AI integration enhancing operational efficiency [22] - Expected revenue and earnings growth rates for CHRW are 3.9% and 15.9%, respectively, for the current year, with a current dividend yield of 1.26% [23] Group 6: Carpenter Technology Corp. (CRS) - Carpenter Technology reported adjusted earnings of $2.33 per share for Q2 fiscal 2026, beating the Zacks Consensus Estimate of $2.20, with net revenues of $728 million slightly below the estimate of $729 million [24] - The company is experiencing strong booking growth and robust demand in Aerospace and Defense, with a positive outlook supported by strategic acquisitions [26] - Expected revenue and earnings growth rates for CRS are 6.6% and 36.5%, respectively, for the current year, with a current dividend yield of 0.22% [27]

Core Viewpoint - Consistency in dividend growth is a key indicator of a company's long-term performance and stability [1] Group 1: Dividend Kings - Dividend Kings exemplify consistency and have shown exceptional long-term performance, making them attractive investment options [2] - A focus on Dividend Kings that have performed well over the past several years reveals standout companies in this category [2] Group 2: Stock Selection Methodology - A stock screener was utilized to filter and identify companies, resulting in 23 candidates, with a focus on the one with the highest 5-Year Percent Change [3] Group 3: Parker-Hannifin Corp Overview - Parker-Hannifin Corp (PH) is an industrial technology company specializing in motion and control technologies, serving aerospace and industrial markets [6] - The company has transformed its business mix through acquisitions, including the Filtration Group, enhancing its growth profile [7] Group 4: Financial Performance - Parker-Hannifin's stock has increased approximately 250% over the past 5 years and over 867% in the last 10 years, marking it as the best-performing Dividend King in both timeframes [7] - In the latest quarterly financials, Parker reported a 9% year-over-year increase in sales to $5.2 billion, while net income decreased by 11% to $845 million due to higher costs, which is typical during investment periods [8]

Core Insights - Parker Hannifin Corporation has released its fiscal year 2025 Sustainability Report, themed "Purpose in Motion," emphasizing the company's commitment to enabling engineering breakthroughs for a better tomorrow [1][3]. Group 1: Safety Initiatives - The company has achieved a 52% reduction in recordable incidents compared to the FY19 baseline, with 81% of all sites reporting zero recordable incidents in FY25, ranking in the top quartile of the industrial sector [6]. - Over 37,000 team members participated in High Performance Teams, enhancing shared learning and leadership development [6]. Group 2: Clean Technologies - Parker collaborates with customers to create lighter, more efficient solutions, focusing on electrification, clean energy systems, and alternative fuels [6]. - The report highlights Parker's market-driven approach to innovation and sustainable product development [6]. Group 3: Carbon Emissions Reduction - Since FY19, Parker has initiated over 1,300 projects aimed at reducing its energy footprint, resulting in a 36% reduction in Scope 1 and Scope 2 emissions from FY19 to FY24 [6]. Group 4: Supplier Engagement - The company has introduced a new Supplier Engagement Target program aligned with SBTi, focusing on enhancing emissions data, reporting, and capacity among key suppliers [6]. Group 5: Community Investment - In FY25, Parker and the Parker Foundation contributed over $13 million in charitable donations, with team members performing approximately 23,000 hours of community service [6].

Group 1 - Parker-Hannifin Corporation (NYSE:PH) is recognized as one of the top 15 Industrial Machinery and Supplies stocks to buy according to hedge funds [1] - Baird analyst Mircea Dobre reaffirmed an Outperform rating on Parker-Hannifin, raising the price target from $960 to $1,050, indicating double-digit upside potential following strong second-quarter results [1] - KeyBanc analyst Jeffrey Hammond also maintained an Overweight rating, adjusting the price target from $1,050 to $1,100, which reflects nearly 16% upside potential [2][3] Group 2 - The company's second-quarter results demonstrated strong execution despite a challenging market environment, particularly outside the aerospace segment [3] - Parker-Hannifin develops and sells motion and control technologies for various markets, including aerospace, defense, energy, industrial equipment, transportation, and HVAC & refrigeration [4] - The business operates through two segments: Diversified Industrial and Aerospace Systems [4]

Core Insights - Truist raised its price target for Parker-Hannifin Corporation to $1,139 from $1,097, maintaining a Buy rating, highlighting the company's strong margin performance and earnings beat in the second quarter [1][7] Financial Performance - For the quarter ending December 31, Parker reported revenue of $5.17 billion, an increase from $4.74 billion in the same period last year, with aerospace systems sales rising 14.5% to $1.71 billion [4] Profit Outlook - Parker raised its full-year profit outlook, now expecting adjusted profit for 2026 to be between $30.40 and $31.00 per share, up from a previous range of $29.60 to $30.40 per share, driven by strong aerospace demand and gradual recovery in industrial markets [2][3] Strategic Acquisitions - The company's $9.25 billion acquisition of Filtration Group enhances its exposure to the aftermarket, which is expected to generate recurring, higher-margin revenue through replacement parts and ongoing maintenance [2] Market Position - Parker-Hannifin focuses on motion and control technologies, designing and manufacturing engineered systems while providing aftermarket support across various industrial and aerospace applications [4]

Core Insights - U.S. equity markets reached new all-time highs in Q4 2025, with the S&P 500 Index increasing by 2.66% and the Bloomberg U.S. Aggregate Bond Index rising by 1.10% [1] - Value stocks outperformed growth stocks, and the U.S. economy demonstrated resilience, with artificial intelligence being a significant theme as over 300 S&P 500 companies mentioned "AI" in earnings calls [1] - The Composite returned 1.45% pure gross of fees (0.95% net of fees), underperforming the Russell 1000 Value Index's 3.8% gain and the S&P 500 Index's 2.66% gain [1] Company Performance - Parker-Hannifin Corporation (NYSE:PH) was highlighted as a top contributor to the Value Equity Strategy's performance in Q4 2025, with a one-month return of 6.16% and a 52-week gain of 39.99% [2] - As of February 3, 2026, Parker-Hannifin's stock closed at $964.33 per share, with a market capitalization of $121.714 billion [2] - The company benefits from strength in its aerospace business, driven by demand for original equipment and aftermarket services, leading to organic growth and margin expansion [3] - The integration of Meggitt, acquired in 2022, has enhanced Parker-Hannifin's aerospace and defense capabilities, increasing exposure to higher-margin aftermarket revenue [3] - Management has improved the company's balance sheet, with net debt-to-EBITDA trending lower, supporting a more resilient earnings profile [3] - Parker-Hannifin's diverse portfolio positions it to capitalize on trends such as factory automation, electrification of industrial equipment, and modernization across aerospace platforms [3] - The execution of the Win Strategy focuses on operational excellence, pricing discipline, and strong cash flow generation, which is expected to improve profitability and free cash flow over time [3]

Company Overview - Parker-Hannifin (PH) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [4] Price Performance - Over the past week, PH shares have increased by 0.85%, while the Zacks Manufacturing - General Industrial industry remained flat [6] - In the last month, PH's price change is 4.97%, which is slightly lower than the industry's performance of 5.83% [6] - Over the past quarter, shares of PH have risen by 13.25%, and over the last year, they have gained 36.83%, significantly outperforming the S&P 500, which increased by 2.29% and 16.86% respectively [7] Trading Volume - The average 20-day trading volume for PH is 671,056 shares, which serves as a useful baseline for price-to-volume analysis [8] Earnings Outlook - In the past two months, 6 earnings estimates for PH have been revised upwards, while none have been revised downwards, leading to an increase in the consensus estimate from $30.24 to $30.80 [10] - For the next fiscal year, 4 estimates have moved upwards with no downward revisions during the same period [10] Conclusion - Given the strong momentum indicators and positive earnings outlook, PH is positioned as a promising investment opportunity [12]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns. However, identifying such stocks can be challenging due to inherent risks and volatility associated with growth stocks [1]. Group 1: Growth Stock Identification - The Zacks Growth Style Score system simplifies the process of identifying promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics [2]. - Parker-Hannifin (PH) is currently highlighted as a recommended stock due to its favorable Growth Score and top Zacks Rank [2]. Group 2: Earnings Growth - Earnings growth is a critical factor for investors, with double-digit growth being particularly desirable as it indicates strong future prospects and potential stock price increases [4]. - Parker-Hannifin has a historical EPS growth rate of 16.3%, with projected EPS growth of 12.1% for the current year, surpassing the industry average of 10.3% [5]. Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on costly external funding [6]. - Parker-Hannifin's year-over-year cash flow growth stands at 5.3%, exceeding the industry average of 2.6% [6]. - The company's annualized cash flow growth rate over the past 3-5 years is 18.2%, compared to the industry average of 10% [7]. Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with near-term stock price movements, making them a valuable metric for assessing stock performance [8]. - The current-year earnings estimates for Parker-Hannifin have been revised upward, with the Zacks Consensus Estimate increasing by 1.2% over the past month [9]. Group 5: Overall Positioning - Parker-Hannifin has achieved a Zacks Rank of 2 and a Growth Score of B, positioning it well for potential outperformance in the market [11].