Parker Hannifin — Aug 7, 2025 release

The company expects: • Sales growth in fiscal 2026 of 2% to 5%, with organic sales growth of approximately 3% at the midpoint; previously completed divestitures of 1% and favorable currency of 1.5% • Total segment operating margin of 23.3% to 23.7%, or 26.3% to 26.7% on an adjusted basis • EPS of $24.68 to $25.68, or $28.40 to $29.40 on an adjusted basis Segment Results Diversified Industrial Segment North America Businesses $ in mm FY25 Q4 FY24 Q4 Change Organic Growth Sales $ 2,075  $ 2,229  -6.9  % -1.4  % Segment Operating Income $ 513  $ 505  1.6  % Segment Operating Margin 24.7  % 22.7  % 200   bps Adjusted Segment Operating Income $ 555  $ 558  -0.5  % Adjusted Segment Operating Margin 26.7  % 25.0  % 170   bps • Achieved record adjusted segment operating margin • Gradual broad-based improvement across market verticals • Order rates positive for third consecutive quarter International Businesses $ in mm FY25 Q4 FY24 Q4 Change Organic Growth Sales $ 1,492  $ 1,430  4.3  % 0.6  % Segment Operating Income $ 334  $ 312  7.1  % Segment Operating Margin 22.4  % 21.8  % 60   bps Adjusted Segment Operating Income $ 369  $ 342  7.9  % Adjusted Segment Operating Margin 24.7  % 23.9  % 80   bps • Achieved record adjusted segment operating margin • Organic growth turned positive in the quarter with 6% APAC; (3%) EMEA; 4% LA • Order rates flat on tougher prior year comparison • Fiscal 2025 third quarter included large long-cycle orders Aerospace Systems Segment $ in mm FY25 Q4 FY24 Q4 Change Org