Parker-hannifin Corporation · NYSE:PH
Parker-hannifin — Morgan Stanley Laguna Conference 2025
11 slides from Parker-hannifin's conference presentation, Sep 10, 2025
Slide 1: Morgan Stanley Laguna Conference
PARKER HANNIFIN CORPORATION Morgan Stanley Laguna Conference Jenny Parmentier | Chairman & Chief Executive Officer | September 10 th, 2025
Slide 2: Forward-Looking Statements and Non-GAAP Financial Measures
Forward-Looking Statements and Non-GAAP Financial Measures Forward-looking statements contained in this and other written and oral reports are made based on known events and circumstances at the time of release, and as such, are subject in the future to unforeseen uncertainties and risks. Often but
Slide 3: Parker Hannifin at-a-Glance
Parker Hannifin at-a-Glance Engineering Customer Success in Motion & Control Industry for over 100 years ~$20B FY25 Revenue Diversified Aerospace Motion Systems Aerospace Motion Industrial Systems 17% Systems Systems 31% International 31% 28% 17% Businesses Technology Platforms Flow & Process Filtra
Slide 4: #1 Position in Motion & Control Industry
#1 Position in Motion & Control Industry >90% of Sales Come from 6 Market Verticals ~$145B Market Size Other 6% HVAC/R 4% • Interconnected technologies and solutions across market verticals Energy 7% Aerospace & Defense 35% • 2/3’s of our revenue comes from customers who buy 4 or more technologies O
Slide 5: Why We Win
Why We Win Strong Competitive Advantages Parker’s Innovative Application Interconnected Distribution Business System Products Engineering Technologies Network Decentralized structure, Deep customer Technical expertise Enables Serving global strategic positioning & partnership to creates competitive
Slide 6: Our People, Strategy & Portfolio Drive Performance
Our People, Strategy & Portfolio Drive Performance A More Resilient Transformed Parker Revenue Adjusted Segment Adjusted EPS1 Free Cash Flow1 Operating Margin1 $27.33 $3.3B $19.9B 26.1% $15.9B $2.2B $18.72 22.3% FY22 FY25 FY22 FY25 FY22 FY25 FY22 FY25 +8% +380 bps +13% +15% Revenue Adjusted Segment
Slide 7: What Drives Parker
What Drives Parker • Safety, Engagement, Ownership • Living up to Our Purpose • Top Quartile Performance • Great Generators & Deployers of Cash 7
Slide 8: Engineering Success
ENGINEERING ~~» SUCCESS.
Slide 9: Appendix
APPENDIX 9
Slide 10: Reconciliation of FY22 Financials
Reconciliation of FY22 Financials RECONCILIATION OF EPS TO ADJUSTED EPS RECONCILIATION OF CASH FLOW FROM OPERATIONS TO FREE CASH FLOW 1. This line item reflects the aggregate tax effect of all non-tax adjustments reflected in the preceding line items of the table. We estimate the tax effect of each
Slide 11: Reconciliation of FY25 Financials
Reconciliation of FY25 Financials RECONCILIATION OF EPS TO ADJUSTED EPS RECONCILIATION OF SEGMENT OPERATING INCOME TO ADJUSTED OPERATING INCOME RECONCILIATION OF CASH FLOW FROM OPERATIONS TO FREE CASH FLOW RECONCILIATION OF CASH FLOW FROM OPERATIONS TO FREE CASH FLOW (Unaudited) Twelve Months Ended
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