Large-cap stocks usually command their industries because they have the scale to drive market trends.
The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
Parker-Hannifin Corp (PH) stock gained after reporting mixed Q3 results and revising its 2025 outlook. Sales of $4.96B missed consensus, but EPS of $6.94 beat. Orders up 9% Y/Y with strong performance in Aerospace Systems. 2025 sales growth expected at 1% with EPS guidance of $26.60-$26.80. Dividend increased by 10%.
Industrial machinery company Parker-Hannifin (NYSE:PH) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 2.2% year on year to $4.96 billion. Its non-GAAP profit of $6.94 per share was 3.3% above analysts’ consensus estimates.
Wall Street pushed higher in midday trading, with the S&P 500 on track for its eighth consecutive gain — its longest winning streak since November 2023. The index rose about 1% to 5,560, fully recovering the losses sustained after former President Donald Trump announced trade tariffs on April 2.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Parker-Hannifin trades at $525.48 per share and has stayed right on track with the overall market, losing 17% over the last six months while the S&P 500 is down 13.7%. This was partly due to its softer quarterly results and might have investors contemplating their next move.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Parker-Hannifin (NYSE:PH) and the best and worst performers in the gas and liquid handling industry.
Looking back on gas and liquid handling stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Ingersoll Rand (NYSE:IR) and its peers.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and investors seem to be forecasting a downturn -
over the past six months, the industry has pulled back by 6.2%. This drop was disheartening since the S&P 500 held steady.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Flowserve (NYSE:FLS) and the rest of the gas and liquid handling stocks fared in Q4.
