Parker Hannifin — May 1, 2025 release

Adjusted Amounts Reconciliation Segment Operating Income (Dollars in thousands) (Unaudited) Quarter-to-Date FY 2025 Acquired Business Meggitt As Reported Intangible Asset Realignment Costs to Saegertown Adjusted March 31, 2025 % of Sales Amortization Charges Achieve Incident March 31, 2025 % of Sales2 Diversified Industrial1 779,103$ 23.0% 61,600$ 10,249$ 2,072$ -$ 853,024$ 25.2% Aerospace Systems1 372,908 23.7% 74,364 35 3,375 - 450,682 28.7% Total segment operating income 1,152,011 23.2% (135,964) (10,284) (5,447) - 1,303,706 26.3% Corporate administration 43,698 0.9% - (21) - - 43,719 0.9% Income before interest and other 1,108,313 22.3% (135,964) (10,263) (5,447) - 1,259,987 25.4% Interest expense 95,942 1.9% - - - - 95,942 1.9% Other (income) expense 17,557 0.4% - 116 - 7,725 9,716 0.2% Income before income taxes 994,814$ 20.1% (135,964)$ (10,379)$ (5,447)$ (7,725)$ 1,154,329$ 23.3% Supplemental Information: Diversified Industrial: North America businesses1 467,064$ 23.0% 40,209$ 4,218$ 1,038$ -$ 512,529$ 25.2% International businesses1 312,039 23.0% 21,391 6,031 1,034 - 340,495 25.1% Quarter-to-Date FY 2024 Acquired Business Meggitt As Reported Intangible Asset Realignment Cost to Adjusted March 31, 2024 % of Sales Amortization Charges Achieve March 31, 2024 % of Sales2 Diversified Industrial1 800,211$ 21.8% 66,409$ 6,953$ 1,292$ -$ 874,865$ 23.9% Aerospace Systems1 289,339 20.5% 74,807 (12) 11,964 - 376,098 26.7% Total segment operating income 1,089,550 21.5% (141,216) (6,941) (13,256) - 1,250,963 24.7% Corporate administration 56,782 1.1% - - - - 56,782 1.1% Income before interest and other 1,032,768 20.4% (141,216) (6,941) (13,256) - 1,194,181 23.5% Interest expense 123,732 2.4% - - - - 123,732 2.4% Other (income) expense (11,007) -0.2% - 1,527 - - (12,534) -0.2% Income before income taxes 920,043$ 18.1% (141,216)$ (8,468)$ (13,256)$ -$ 1,082,983$ 21.3% Supplemental Information: Diversified Industrial: North America businesses1 490,452$ 22.0% 43,945$ 3,058$ 841$ -$ 538,296$ 24.1% International businesses1 309,759 21.6% 22,464 3,895 451 - 336,569 23.5%   23 Reconciliation of EBITDA to Adjusted EBITDA (Dollars in thousands) Three Months Ended (Unaudited) March 31, 2025 % of Sales 2024 % of Sales Net sales $ 4,960,349 100.0 % $ 5,074,356 100.0 % Net income $ 961,186 19.4 % $ 726,734 14.3 % Income taxes 33,628 0.7 % 193,309 3.8 % Depreciation 86,832 1.8 % 87,082 1.7 % Amortization 135,964 2.7 % 141,216 2.8 % Interest expense 95,942 1.9 % 123,732 2.4 % EBITDA 1,313,552 26.5 % 1,272,073 25.1 % Adjustments: Business realignment charges 10,379 0.2 % 8,468 0.2 % Meggitt costs to achieve 5,447 0.1 % 13,256 0.3 % Saegertown Incident 7,725 0.2 % - 0.0 % EBITDA - Adjusted $ 1,337,103 27.0 % $ 1,293,797 25.5 % EBITDA margin 26.5 % 25.1 % EBITDA margin - Adjusted 27.0 % 25.5 %   24 Reconciliation of Operating Cash Flow Margin and Free Cash Flow Margin (Unaudited) (Dollars in thousands) 2025 2024 Net Sales 14,606,926$ 14,742,791$ Net Income 2,608,363$ 2,059,863$ Cash Flow from Operations 2,308,761$ 2,147,077$ Capital Expenditures (304,153) (283,328) Free Cash Flow 2,004,608$ 1,863,749$ Cash Flow from Operations Margin 15.8% 14.6% Free Cash Flow Margin 13.7% 12.6% Nine Months Ended March 31,   25 (Unaudited) (Dollars in thousands) 2025 2024 Net sales Diversified Industrial: Motion Systems $ 827,987 $ 942,667 Flow and Process Control 1,141,072 1,185,622 Filtration and Engineered Materials 1,419,700 1,537,354 Aerospace Systems 1,571,590 1,408,713 Total $ 4,960,349 $ 5,074,356 Three Months Ended March 31, Supplemental Sales Information Global Technology Platforms   26 RECONCILIATION OF FORECASTED EARNINGS PER SHARE (Unaudited) (Amounts in dollars) Q4 Fiscal Year 2025 Forecasted earnings per diluted share ~$6.05 Adjustments: Business realignment charges 0.17 Costs to achieve 0.02 Acquisition-related intangible asset amortization expense 1.07 Tax effect of adjustments1 (0.27) Adjusted forecasted earnings per diluted share ~$7.05 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 adjustment item by applying our overall effective tax rate for continuing operations to the pre-tax amount, unless the nature of the item and/or the tax jurisdiction in which the item has been recorded requires application of a specific tax rate or tax treatment, in which case the tax effect of such item is estimated by applying such specific tax rate or tax treatment. *Totals may not foot due to rounding Reconciliation of Q4 FY25 Guidance RECONCILIATION OF ORGANIC GROWTH (Unaudited) (Amounts in percentages) Q4 Fiscal Year 2025 Forecasted net sales (~2.0%) Adjustments: Currency 0.0% Divestitures 2.5% Adjusted forecasted net sales ~0.5% RECONCILIATION OF OPERATING INCOME TO ADJUSTED OPERATING INCOME (Unaudited) (Amounts in percentages) Q4 Fiscal Year 2025 Forecasted segment operating margin ~23.0% Adjus