PH at a glance
Parker Hannifin (PH, SEC CIK 76334) filed its latest 10-K annual report on August 21, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as September 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), Parker Hannifin (PH) reported revenue of $21.5 billion (up 8.3% from FY2025) and net income of $3.6 billion. Diluted EPS was $28.48.
- As of June 30, 2026, 51 institutional investment managers tracked by SignalX reported holding Parker Hannifin (PH) shares worth $54.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Thompson Laura K on September 8, 2026 of 160 shares at $958.95 per share.
- In the last 90 days, PH insiders reported 0 open-market purchases ($0) and 26 open-market sales ($31.8M) on Form 4, a net sale of $31.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $21.5B
- +8.3% vs prior year
- Insiders · 90 days
- 0 buys · 26 sells
- Net −$31.8M
- 13F holders
- 51 funds
- $54.3B · +0 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Risk Factors
- U.S. government contracting risk under ITAR and Cybersecurity Maturity Model Certification; potential suspension or fines for non-compliance with U.S. government regulations
- Geopolitical risk from U.S.-China trade tensions and potential USMCA renegotiation; 36% sales outside U.S. increase exposure to tariffs and trade restrictions
- Supply chain concentration risk due to reliance on limited suppliers for specialty electronics, rare earths, and aerospace super alloys, risking costly or delayed production
- Competitive risk from rapid AI technology development; failure to integrate AI into products and operations may reduce revenues and market position
- Financial risk from high indebtedness to fund acquisitions like FGC and pending CIRCOR Aerospace deal; restrictive covenants may limit capital flexibility
Business Overview
- Core business model: Global leader in motion and control technologies for aerospace, industrial, transportation, energy, HVAC markets
- New acquisitions: Curtis Instruments (2025), Filtration Group Corporation (2026), pending acquisition of CIRCOR Aerospace
- Strategic emphasis on The Win Strategy™ 3.0 driving growth, engagement, and operational excellence
- Workforce size: approximately 59,850 employees, with 30,830 in foreign subsidiaries as of June 30, 2026
- Backlog increased to $12.8B in 2026 from $11.0B in 2025, with 70% scheduled for delivery within 12 months
Management Discussion & Analysis
- Revenue $21.5B, up 8.3% YoY (+$1.65B); organic growth 6.6%, acquisitions net +$91M, divestitures -0.7%
- Gross profit margin 37.7% vs 36.9%; Diversified Industrial operating margin 23.8% vs 22.8%, Aerospace Systems margin 26.0% vs 23.3%
- Best performing segment: Aerospace Systems with 14.2% sales growth, operating income $1.83B; worst: Diversified Industrial with 5.7% sales growth, operating income $3.44B
- Operating cash flow $4.36B (+$588M YoY); investing cash outflow $1.39B (down $224M); financing cash used $2.93B (improved by $1.04B); $1.0B share repurchases in 2026
- Management expects $90M business realignment and $25M acquisition integration charges in 2027; pending $2.55B CIRCOR Aerospace acquisition closing H2 2026
AI summary of the PH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- $2.4B U.S. notes and €2.025B Euro notes completed September 14, 2026
- Proceeds plus cash intended to repay borrowings under the 364-day term loan financing the Filtration Group acquisition
Item 8.01: Other Events
- $2.4B U.S. senior notes priced across 2028–2033 maturities, with coupons of 4.750%–5.300%
- €2.025B euro-denominated senior notes priced across 2030–2036 maturities, with coupons of 3.800%–4.375%
Item 8.01: Other Events
- Revolving credit capacity increased to $5.0 billion on September 4, 2026
- Commercial paper authorization expanded to $5.0 billion, supporting acquisition financing and liquidity
AI summaries of PH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PH
Don't miss the next PH filing
- Alerts as it files. A push when PH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PH, by share count.
- Ask anything. An AI agent that reads every PH filing and answers with sources.
PH alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Czaja Mark T | G | Sep 9, 2026 | 1,056 | - |
| Thompson Laura K | Sell | Sep 8, 2026 | 160 | $958.95 |
| Bracht Berend | F | Aug 26, 2026 | 898 | $1039.59 |
| Bracht Berend | M | Aug 26, 2026 | 1,500 | - |
| Bracht Berend | M | Aug 26, 2026 | 1,500 | $299.19 |
| Bracht Berend | Sell | Aug 26, 2026 | 602 | $1040.47 |
| Scott Patrick | A | Aug 19, 2026 | 3,536 | - |
| Gentile Thomas C | A | Aug 19, 2026 | 1,621 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $19.9B | $21.5B |
| Operating Income | - | $4.3B | $5.1B |
| Net Income | $2.8B | $3.5B | $3.6B |
| Op. Margin | - | 21.9% | 23.6% |
| Net Margin | - | 17.8% | 17.0% |
| Balance Sheet | |||
| Total Assets | $29.3B | $29.5B | $30.9B |
| Equity | $12.1B | $13.7B | $15.4B |
| ROE | 23.6% | 25.8% | 23.7% |
| Per Share | |||
| EPS | $21.84 | $27.12 | $28.48 |
| Cash Flow | |||
| Operating CF | - | $3.8B | $4.4B |
| CapEx | - | $435.0M | $459.0M |
Source: XBRL data in Parker Hannifin (PH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 51 | $54.33B |
| Q1 2026 | 51 | $48.76B |
| Q4 2025 | 49 | $48.22B |
| Q3 2025 | 48 | $45.04B |
| Q2 2025 | 46 | $39.98B |
| Q1 2025 | 42 | $27.25B |
| Q4 2024 | 38 | $23.05B |
| Q3 2024 | 34 | $11.27B |
- JPMorgan Chase & Co+623.5K (+67%)
- AQR Capital Management+434.6K (+786%)
- BlackRock+389.8K (+4%)
- D.E. Shaw & Co+150.6K (+157%)
- Goldman Sachs Group+133.3K (+15%)
- Invesco Ltd−346.0K (-15%)
- Citadel Advisors LLC−218.2K (-43%)
- FMR LLC (Fidelity)−152.6K (-4%)
- Bank of America Corp−136.9K (-4%)
- Ameriprise Financial−63.0K (-4%)
- Marex Group plc+500
Source: 13F-HR filings on SEC EDGAR (aggregated from 359 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 10-K | Aug 21, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
Related Industrials companies
- HLIO · HELIOS TECHNOLOGIES, INC.Miscellaneous Fabricated Metal Products
- MWA · Mueller Water Products, Inc.Miscellaneous Fabricated Metal Products
- WTS · WATTS WATER TECHNOLOGIES INCMiscellaneous Fabricated Metal Products
- MMM · 3MSurgical & Medical Instruments & Apparatus
- AOS · A. O. SmithHousehold Appliances
- AIR · AAR CORPAircraft & Parts
- ABM · ABM INDUSTRIES INC /DE/Services-To Dwellings & Other Buildings
- ACU · ACME UNITED CORPCutlery, Handtools & General Hardware
PH SEC filings: frequently asked questions
Are PH insiders buying or selling?
In the last 90 days, Parker Hannifin (PH) officers, directors and 10% owners reported no open-market purchases and 26 open-market sales worth $31.8 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PH stock?
As of June 30, 2026, the largest Parker Hannifin (PH) holders among the 13F filers tracked by SignalX were BlackRock ($10.2 billion), State Street Corp ($9.2 billion), Vanguard Capital Management LLC ($8.1 billion), FMR LLC (Fidelity) ($3.8 billion), Bank of America Corp ($3.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PH's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Parker Hannifin (PH) reported revenue of $21.5 billion (up 8.3% from FY2025) and net income of $3.6 billion. Diluted EPS was $28.48. The figures come from the XBRL data in the 10-K.
What are the main risks in PH's latest 10-K?
In the 10-K filed August 21, 2026, Parker Hannifin (PH) flagged: U.S. government contracting risk under ITAR and Cybersecurity Maturity Model Certification; potential suspension or fines for non-compliance with U.S. government regulations. Geopolitical risk from U.S.-China trade tensions and potential USMCA renegotiation; 36% sales outside U.S. increase exposure to tariffs and trade restrictions. (AI summary of the Risk Factors section.)
What did PH report in its latest 8-K?
Parker Hannifin (PH) filed an 8-K on September 14, 2026 reporting Item 8.01 (Other Events). $2.4B U.S. notes and €2.025B Euro notes completed September 14, 2026.
What are the latest PH SEC filings?
Parker Hannifin (PH) filed its latest 10-K annual report on August 21, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on September 11, 2026.
What is PH's SEC CIK number?
Parker Hannifin (PH)'s SEC Central Index Key (CIK) is 76334. EDGAR lists every PH filing under that number.
Ask anything about PH
The research agent reads PH's filings, financials, insider trades and 13F holders, then answers with sources.