HighGravityDataSigned in · PRO
Guidance history, every release
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
| Metric | Oct 31, 2024 FY25 Q1 | Jan 30, 2025 FY25 Q2 | May 1, 2025 FY25 Q3 | Aug 7, 2025 FY25 Q4 | Nov 6, 2025 FY26 Q1 | Jan 29, 2026 FY26 Q2 | Apr 30, 2026 FY26 Q3 | Aug 6, 2026 FY26 Q4 |
|---|---|---|---|---|---|---|---|---|
| For FY2031 | ||||||||
| Adjusted earnings per share growth | — | — | — | — | — | — | — | New“greater than 10%” |
| Adjusted segment operating margin target | — | — | — | — | — | — | — | New“30%” |
| Free cash flow margin | — | — | — | — | — | — | — | New“17%” |
| Organic growth | — | — | — | — | — | — | — | New“4 to 6%” |
| For FY2027 | ||||||||
| Adjusted forecasted earnings per diluted share | — | — | — | — | — | — | — | New“$34.25 to $35.25” |
| Adjusted forecasted segment operating margin | — | — | — | — | — | — | — | New“27.5% to 27.9%” |
| EPS | — | — | — | — | — | — | — | New“$30.00 to $31.00” |
| EPS, adjusted basis | — | — | — | — | — | — | — | New“$34.25 to $35.25” |
| Forecasted earnings per diluted share | — | — | — | — | — | — | — | New“$30.00 to $31.00” |
| Forecasted segment operating margin | — | — | — | — | — | — | — | New“24.5% to 24.9%” |
| Forecasted reported sales growth | — | — | — | — | — | — | — | New“5.5% to 8.5%” |
| Previously completed acquisitions | — | — | — | — | — | — | — | New“0.5%” |
| Unfavorable currency | — | — | — | — | — | — | — | New“0.5%” |
| For FY2026 | ||||||||
| Adjusted forecasted net sales | — | — | — | New“1.5% to 4.5%” | Raised“2.5% to 5.5%” | — | — | — |
| Adjusted forecasted net sales growth | — | — | — | — | — | New“4.0% to 6.0%” | — | — |
| Forecasted net sales | — | — | — | New“2.0% to 5.0%” | Raised“4.0% to 7.0%” | — | — | — |
| Forecasted net sales growth | — | — | — | — | — | New“5.5% to 7.5%” | — | — |
| Total sales growth | — | — | — | — | New“4.0% to 7.0%” | — | — | — |
| Adjusted EPS | — | — | — | — | New“$29.60 to $30.40” | Raised“$30.40 to $31.00” | — | — |
| Adjusted forecasted earnings per diluted share | — | — | — | New“$28.40 to $29.40” | Raised“$29.60 to $30.40” | Raised“$30.40 to $31.00” | Raised“~$31.20” | — |
| Adjusted forecasted segment operating margin | — | — | — | — | New“26.8% to 27.2%” | Raised“27.0% to 27.4%” | Narrowed“~27.2%” | — |
| EPS | — | — | — | New“$24.68 to $25.68” | Raised“$25.53 to $26.33” | Raised“$26.26 to $26.86” | Raised“$27.10” | — |
| EPS (As Reported) | — | — | — | New“$24.68 to $25.68” | Raised“$25.53 to $26.33” | Raised“$26.26 to $26.86” | — | — |
| EPS, adjusted basis | — | — | — | New“$28.40 to $29.40” | — | — | Raised“$31.20” | — |
| Forecasted earnings per diluted share | — | — | — | New“$24.68 to $25.68” | Raised“$25.53 to $26.33” | Raised“$26.26 to $26.86” | Raised“~$27.10” | — |
| Forecasted segment operating margin | — | — | — | — | — | — | New“~23.9%” | — |
| Segment operating margin (As Reported) | — | — | — | — | New“23.6% to 24.0%” | Raised“23.7% to 24.1%” | — | — |
| Total segment operating margin (adjusted basis) | — | — | — | New“26.3% to 26.7%” | — | — | — | — |
| Total segment operating margin (As Reported) | — | — | — | New“23.3% to 23.7%” | — | — | — | — |
| Acquisitions | — | — | — | — | New“approximately 1%” | Reiterated“approximately 1%” | — | — |
| Acquisitions contribution to sales growth | — | — | — | — | New“approximately 1%” | — | Reiterated“1%” | — |
| Currency (impact on sales growth) | — | — | — | — | — | — | New“1.5%” | — |
| Divestitures (impact on sales growth) | — | — | — | — | — | — | New“(1%)” | — |
| Favorable currency | — | — | — | New“1.5%” | Reiterated“1.5%” | Reiterated“1.5%” | — | — |
| Favorable currency contribution to sales growth | — | — | — | — | New“1.5%” | Reiterated“1.5%” | — | — |
| Forecasted organic sales growth | — | — | — | — | — | — | New“~5.5%” | — |
| Forecasted reported sales growth | — | — | — | — | — | — | New“~7%” | — |
| Organic sales growth (at midpoint) | — | — | — | — | New“approximately 4%” | Raised“approximately 5%” | — | — |
| Organic sales growth (at the midpoint) | — | — | — | New“approximately 3%” | — | — | — | — |
| Previously completed divestitures | — | — | — | New“1%” | Reiterated“approximately 1%” | Reiterated“approximately 1%” | — | — |
| Previously completed divestitures contribution to sales growth | — | — | — | — | — | New“approximately 1%” | — | — |
| Reported sales growth | — | — | — | — | — | New“5.5% to 7.5%” | — | — |
| Sales growth | — | — | — | New“2% to 5%” | — | — | — | — |
| For FY2025 | ||||||||
| Diversified Industrial Adjusted Forecasted Net Sales | — | — | New“~(3.0%)” | — | — | — | — | — |
| Diversified Industrial Forecasted Net Sales (As Reported) | — | — | New“~(6.0%)” | — | — | — | — | — |
| Forecasted Net Sales (As Reported) | — | — | New“(~2.0%)” | — | — | — | — | — |
| FY25G Revenue | — | — | New“~$20B” | — | — | — | — | — |
| Adj. EPS | New“$26.35 - $27.05” | Narrowed“$26.40 - $27.00” | — | — | — | — | — | — |
| Adj. EPS | — | New“$6.65” | — | — | — | — | — | — |
| Adj. EPS | New“$6.15” | — | — | — | — | — | — | — |
| Adj. EPS (FY25 Q2 Midpoint) | New“$6.15” | — | — | — | — | — | — | — |
| Adj. EPS Midpoint | — | — | New“$7.05” | — | — | — | — | — |
| Adj. EPS Midpoint | — | — | New“$26.70” | — | — | — | — | — |
| Adj. EPS Midpoint (Q4 Midpoint) | — | — | New“$7.05” | — | — | — | — | — |
| Adj. Operating Margin | — | — | New“~26.1%” | — | — | — | — | — |
| Adj. Operating Margin | New“~25.7%” | Raised“~25.8%” | Raised“~25.9%” | — | — | — | — | — |
| Adj. Operating Margin | — | New“~25.6%” | — | — | — | — | — | — |
| Adj. Operating Margin | New“~25.2%” | — | — | — | — | — | — | — |
| Adj. Operating Margin (FY25 Q2 Midpoint) | New“~25.2%” | — | — | — | — | — | — | — |
| Adj. Operating Margin (Q4 Midpoint) | — | — | New“~26.1%” | — | — | — | — | — |
| Adj. Operating Margin Assumption - margin expansion vs. prior year | — | New“90 bps” | — | — | — | — | — | — |
| Adj. Operating Margin expansion assumption | New“80 bps” | — | — | — | — | — | — | — |
| Adj. Operating Margin incremental margin assumption | New“~70%” | — | — | — | — | — | — | — |
| Adjusted Forecasted Earnings Per Diluted Share | — | — | New“$26.60 to $26.80” | — | — | — | — | — |
| Aerospace Systems Segment Operating Margin Adjusted | New“~27.9%” | Raised“~28.0%” | Raised“~28.3%” | — | — | — | — | — |
| Aerospace Systems Segment Operating Margin As Reported | New“~22.7%” | Raised“~22.8%” | Raised“~23.1%” | — | — | — | — | — |
| Current FY25 As Reported EPS midpoint | New“$23.13” | — | — | — | — | — | — | — |
| Earnings Per Share Midpoint (Adjusted) | New“$26.70” | — | — | — | — | — | — | — |
| Earnings Per Share Midpoint (As Reported) | New“$23.13” | — | Raised“$26.02” | — | — | — | — | — |
| Earnings Per Share Range (As Reported) | New“$22.78 - $23.48” | — | — | — | — | — | — | — |
| EPS Midpoint Adjusted | New“$26.70” | Reiterated“$26.70” | Reiterated“$26.70” | — | — | — | — | — |
| EPS Midpoint As Reported | New“$23.13” | Raised“$24.76” | Raised“$26.02” | — | — | — | — | — |
| EPS Range Adjusted | New“$26.35 - $27.05” | Narrowed“$26.40 - $27.00” | — | — | — | — | — | — |
| EPS Range As Reported | New“$22.78 - $23.48” | Raised“$24.46 - $25.06” | — | — | — | — | — | — |
| Forecasted earnings per diluted share (As Reported) | — | New“~$5.71” | — | — | — | — | — | — |
| Forecasted Earnings Per Diluted Share (As Reported) | — | — | New“~$6.05” | — | — | — | — | — |
| Forecasted Earnings Per Diluted Share (As Reported) | — | — | New“$25.92 to $26.12” | — | — | — | — | — |
| Forecasted Segment Operating Margin (As Reported) | — | — | New“~23.0%” | — | — | — | — | — |
| Incremental margin | New“~70%” | — | — | — | — | — | — | — |
| International Businesses Segment Operating Margin Adjusted | New“~23.9%” | Raised“~24.1%” | Raised“~24.5%” | — | — | — | — | — |
| International Businesses Segment Operating Margin As Reported | New“~21.8%” | Raised“~21.9%” | Raised“~22.1%” | — | — | — | — | — |
| Margin expansion | New“80 bps” | — | — | — | — | — | — | — |
| Margin expansion vs. prior year | — | — | New“100 bps” | — | — | — | — | — |
| North America Businesses Segment Operating Margin Adjusted | New“~25.3%” | Raised“~25.4%” | Lowered“~25.1%” | — | — | — | — | — |
| North America Businesses Segment Operating Margin As Reported | New“~23.1%” | Raised“~23.2%” | Lowered“~22.9%” | — | — | — | — | — |
| Parker Segment Operating Margin Adjusted | New“~25.7%” | Raised“~25.8%” | Raised“~25.9%” | — | — | — | — | — |
| Parker Segment Operating Margin As Reported | New“~22.6%” | Raised“~22.7%” | Reiterated“~22.7%” | — | — | — | — | — |
| Previous FY25 As Reported EPS midpoint | New“$23.00” | — | — | — | — | — | — | — |
| Adjusted (Maintaining) | — | — | New“$26.70” | — | — | — | — | — |
| Aerospace & Defense (Current FY25) | New“~10%” | Raised“~11%” | Raised“~12%” | — | — | — | — | — |
| Aerospace & Defense Sales Growth (Current FY25) | New“~10%” | Raised“~11%” | — | — | — | — | — | — |
| Aerospace & Defense Sales Growth Forecast (Current FY25) | — | — | New“~12%” | — | — | — | — | — |
| Aerospace Organic Forecast | — | — | New“~12%” | — | — | — | — | — |
| Aerospace Systems Segment Sales Growth (Organic) | New“8.5% - 11.5%” | — | — | — | — | — | — | — |
| Aerospace Systems Segment Sales Growth As Reported | New“9% - 12%” | Raised“9.5% – 12.5%” | Narrowed“~12%” | — | — | — | — | — |
| Annualized gross tariffs | — | — | New“~$375M or estimated 3% of COGS” | — | — | — | — | — |
| CapEx | New“~2% of sales” | Reiterated“~2% of sales” | Reiterated“~2% of sales” | — | — | — | — | — |
| CapEx assumption (% of sales) | New“~2% of sales” | — | — | — | — | — | — | — |
| Capital Expenditures | — | New“~(400)” | Reiterated“~(400)” | — | — | — | — | — |
| Cash flow from operations | New“$3,400 to $3,700” | Reiterated“$3,400 to $3,700” | Narrowed“$3,500 to $3,600” | — | — | — | — | — |
| Corporate G&A | New“~$215M” | — | Lowered“~$205M” | — | — | — | — | — |
| Corporate G&A As Reported | — | New“~$215M” | — | — | — | — | — | — |
| Currency favorable | New“0.5%” | — | — | — | — | — | — | — |
| Currency impact on Reported Sales assumption | New“favorable 0.5%” | — | — | — | — | — | — | — |
| Currency unfavorable | — | New“(~1%)” | Revised“~(0.5%)” | — | — | — | — | — |
| Current FY25 Organic | New“1.5% - 4.5%” | — | — | — | — | — | — | — |
| Current FY25 Organic Sales Growth Forecast | New“1.5% - 4.5%” | — | — | — | — | — | — | — |
| Diluted Shares Outstanding | New“~130.7M” | Reiterated“~130.7M” | Lowered“~130.4M” | — | — | — | — | — |
| Diversified Industrial - International Businesses Sales Growth (As Reported) | New“2% - 5%” | — | Revised“~(4%)” | — | — | — | — | — |
| Diversified Industrial - International Businesses Sales Growth (Organic) | New“0% - 3%” | — | Revised“~(2.5%)” | — | — | — | — | — |
| Diversified Industrial - North America Businesses Sales Growth (As Reported) | New“(6%) – (3%)” | Lowered“(8%) – (5%)” | Revised“~(8%)” | — | — | — | — | — |
| Diversified Industrial - North America Businesses Sales Growth (Organic) | New“(1.5%) - 1.5%” | Lowered“(4%) – (1%)” | Revised“~(4%)” | — | — | — | — | — |
| Divestiture activity impact | New“(~1.5%)” | — | — | — | — | — | — | — |
| Divestiture activity impact on Diversified Industrial, North America Businesses | New“(3.5%)” | — | — | — | — | — | — | — |
| Divestiture activity impact on Reported Sales assumption | New“(~1.5%)” | — | — | — | — | — | — | — |
| Divestitures impact | — | New“(~1.5%)” | Revised“~(1.5%)” | — | — | — | — | — |
| FCF Conversion | New“>100%” | Reiterated“>100%” | Reiterated“>100%” | — | — | — | — | — |
| FCF Conversion assumption | New“>100%” | — | — | — | — | — | — | — |
| Free Cash Flow | New“$3,000 to $3,300” | Reiterated“$3.0B - $3.3B” | Narrowed“$3,100 to $3,200” | — | — | — | — | — |
| Free Cash Flow Assumption - CapEx | — | New“~2% of sales” | — | — | — | — | — | — |
| Free Cash Flow Assumption - FCF Conversion | — | New“>100%” | — | — | — | — | — | — |
| FY25 Organic Forecast | — | New“~2%” | — | — | — | — | — | — |
| FY25 Organic Forecast - Aerospace | — | — | New“~12%” | — | — | — | — | — |
| FY25 Organic Forecast - Industrial | — | — | New“(~3%)” | — | — | — | — | — |
| FY25 Organic Forecast - Parker | — | — | New“~1%” | — | — | — | — | — |
| In-Plant & Industrial (Current FY25) | New“LSD” | Reiterated“LSD” | Reiterated“(LSD)” | — | — | — | — | — |
| In-Plant & Industrial Sales Growth (Current FY25) | New“LSD” | Reiterated“LSD” | — | — | — | — | — | — |
| In-Plant & Industrial Sales Growth Forecast (Current FY25) | — | — | New“(LSD)” | — | — | — | — | — |
| Industrial Organic Forecast | — | — | New“(~3%)” | — | — | — | — | — |
| Interest Expense | New“~$415M” | — | Lowered“~$410M” | — | — | — | — | — |
| Interest Expense Adjusted | — | New“~$405M” | — | — | — | — | — | — |
| Interest Expense As Reported | — | New“~$405M” | — | — | — | — | — | — |
| International Businesses Sales Growth As Reported | New“2% - 5%” | Lowered“(4%) – (1%)” | Revised“~(4%)” | — | — | — | — | — |
| International Businesses Sales Growth Organic | New“0% - 3%” | Lowered“(1.5%) – 1.5%” | Revised“~(2.5%)” | — | — | — | — | — |
| Lowered Industrial organic growth to | — | — | New“(3%)” | — | — | — | — | — |
| North America Businesses Sales Growth As Reported | New“(6%) – (3%)” | Lowered“(8%) – (5%)” | Revised“~(8%)” | — | — | — | — | — |
| North America Businesses Sales Growth Organic | New“(1.5%) - 1.5%” | Lowered“(4%) – (1%)” | Revised“~(4%)” | — | — | — | — | — |
| Off-Highway (Current FY25) | New“(HSD)” | Reiterated“(HSD)” | Raised“(Low-Teens)” | — | — | — | — | — |
| Organic Sales Growth | — | — | New“~0.5%” | — | — | — | — | — |
| Organic Sales Growth | New“1.5% - 4.5%” | Narrowed“~2%” | — | — | — | — | — | — |
| Organic Sales Growth | — | New“~1.5%” | — | — | — | — | — | — |
| Organic Sales Growth | New“1%” | — | — | — | — | — | — | — |
| Organic Sales Growth (FY25 Q2 Midpoint) | New“1%” | — | — | — | — | — | — | — |
| Organic Sales Growth (Q4 Midpoint) | — | — | New“~0.5%” | — | — | — | — | — |
| Organic Sales Growth Assumption - Aerospace organic growth (raised) | — | New“11%” | — | — | — | — | — | — |
| Other (Income) Expense | New“~$70M” | — | — | — | — | — | — | — |
| Other (Income) Expense Adjusted | — | New“~$45M” | Raised“~$65M” | — | — | — | — | — |
| Other (Income) Expense As Reported | — | New“(~$215M)” | Lowered“(~$190M)” | — | — | — | — | — |
| Parker Organic Forecast | — | — | New“~1%” | — | — | — | — | — |
| Parker Sales Growth As Reported | New“0.5% - 3.5%” | Lowered“(2%) – 1%” | Revised“~(1%)” | — | — | — | — | — |
| Parker Sales Growth Organic | New“1.5% - 4.5%” | Lowered“0.5% – 3.5%” | — | — | — | — | — | — |
| Raised Aerospace organic growth to | New“10%” | — | Raised“12%” | — | — | — | — | — |
| Reported Sales | — | New“~$4.9B” | — | — | — | — | — | — |
| Reported Sales | New“$4.8B” | — | — | — | — | — | — | — |
| Reported Sales | New“0.5% - 3.5%” | — | — | — | — | — | — | — |
| Reported Sales (FY25 Q2 Midpoint) | New“$4.8B” | — | — | — | — | — | — | — |
| Reported Sales Growth | — | New“(2%) - 1%” | Revised“~(1%)” | — | — | — | — | — |
| Reported Sales Growth | — | — | New“~$5.1B” | — | — | — | — | — |
| Reported Sales Growth (Q4 Midpoint) | — | — | New“~$5.1B” | — | — | — | — | — |
| Reported Sales Growth Assumption - Currency | — | New“unfavorable (~1%)” | — | — | — | — | — | — |
| Reported Sales Growth Assumption - Divestitures impact | — | New“(~1.5%)” | — | — | — | — | — | — |
| Reported Tax Rate | New“~22.5%” | — | — | — | — | — | — | — |
| Tax rate | New“~22.5%” | Lowered“~22%” | — | — | — | — | — | — |
| Tax Rate Adjusted | — | New“~22%” | Lowered“~21.5%” | — | — | — | — | — |
| Tax Rate As Reported | — | New“~21%” | Lowered“~16.5%” | — | — | — | — | — |
| Tax rate assumption | New“~22.5%” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Quarterly cash dividend increase | — | — | — | — | — | — | New“11%” | — |
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.