Parker-hannifin Corporation · NYSE:PH
Parker-hannifin — Barclays Industrial Select Conference 2026
11 slides from Parker-hannifin's conference presentation, 2026
Slide 1: Parker Hannifin Corporation
Parker Hannifin Corporation Barclays Industrial Select Conference Todd Leombruno | Chief Financial Officer
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 FY25G Revenue Diversified Aerospace Motion Systems Aerospace Motion Industrial Systems 17% Systems International 31% Systems 31% 28% 17% Businesses Technology Platforms Flow & Process Filtr
Slide 4: #1 Position in Motion & Control Industry
#1 Position in Motion & Control Industry Focused Portfolio Creating Distinct Value for Customers ~$21B FY26G Sales Other 6% HVAC/R 4% • Interconnected technologies and solutions Energy 7% Aerospace & across market verticals Defense 35% • 2/3’s of our sales come from customers who A Technology buy 4
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: People, Strategy & Portfolio Drive Top Quartile Performance
People, Strategy & Portfolio Drive Top Quartile Performance Revenue Adjusted Operating Adjusted EPS1 Free Cash Flow1 Margin1 27.2% $30.70 $3.4B $21.2B 15.7% $11.4B $1.3B $6.99 FY16 FY26G FY16 FY26G FY16 FY26G FY16 FY26G +6% +1,150 bps +16% +10% Revenue Adjusted Operating Adjusted EPS1 Free Cash Flow
Slide 7: The Win Strategy Coupled with Disciplined Capital Allocation
The Win Strategy Coupled with Disciplined Capital Allocation $30.70 $27.33 $18.72 $13.10 $6.99 Adjusted EPS1 FY16 FY19 FY22 FY25 FY26G As Reported EPS $5.89 $11.57 $10.09 $27.12 $26.56 1. Adjusted numbers include certain non-GAAP adjustments and financial measures. See Appendix for additional detail
Slide 8: Engineering Success.
ENGINEERING © SUCCESS.
Slide 9: Reconciliation of FY26 Guidance
Reconciliation of FY26 Guidance RECONCILIATION OF FORECASTED SALES GROWTH TO ORGANIC SALES GROWTH (Unaudited) (Amounts in percentages) Fiscal Year 2026 Forecasted Net Currency Acquisitions Divestitures Adjusted Forecasted Sales Net Sales Diversified Industrial North America Businesses 1.5% to 3.5% ~
Slide 10: Adjusted Amounts Reconciliation FY16 Segment Operating Margin and Free Cash Flow
Adjusted Amounts Reconciliation FY16 Segment Operating Margin and Free Cash Flow RECONCILIATION OF OPERATING MARGIN TO 12 Months Ended ADJUSTED OPERATING MARGIN 6/30/16 (Amounts in percentages) (Unaudited) Total segment operating margin 13.9% Adjustments: Acquisition-related intangible asset amortiz
Slide 11: Reconciliation of Earnings Per Diluted Share to Adjusted Earnings Per Diluted Share
Reconciliation of Earnings Per Diluted Share to Adjusted Earnings Per Diluted Share FY16 – FY25 (Amounts in dollars) 12 Months Ended 12 Months Ended 12 Months Ended 12 Months Ended (Unaudited) 6/30/16 6/30/19 6/30/22 6/30/25 Earnings per diluted share $5.89 $11.57 $10.09 $27.12 Adjustments: Acquisit
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