Subtext

Parker-Hannifin Corporation PH

SectorIndustrials
Transcripts64
Date range2008-10-16 – 2025-05-01
Calls charted64

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202009 Q12011 Q32013 Q42015 Q42017 Q42019 Q42021 Q42023 Q42009 Q1 · Overall: +4.62009 Q2 · Overall: -7.62009 Q4 · Overall: -5.82010 Q1 · Overall: +0.42010 Q2 · Overall: +2.02010 Q3 · Overall: +5.02010 Q4 · Overall: +2.12011 Q2 · Overall: +5.42011 Q3 · Overall: +3.62011 Q4 · Overall: +4.22012 Q1 · Overall: +3.42012 Q3 · Overall: +8.42012 Q4 · Overall: +4.52013 Q1 · Overall: +0.22013 Q2 · Overall: +4.02013 Q3 · Overall: +1.82013 Q4 · Overall: -0.92014 Q1 · Overall: +2.02014 Q2 · Overall: +0.52014 Q3 · Overall: -0.62014 Q4 · Overall: -3.42015 Q1 · Overall: +6.62015 Q2 · Overall: +5.92015 Q3 · Overall: +3.12015 Q4 · Overall: -0.92016 Q1 · Overall: -0.72016 Q2 · Overall: +2.22016 Q3 · Overall: +3.62016 Q4 · Overall: +6.92017 Q1 · Overall: +8.92017 Q2 · Overall: +11.22017 Q3 · Overall: +10.02017 Q4 · Overall: +12.02018 Q1 · Overall: +13.12018 Q2 · Overall: +10.52018 Q3 · Overall: +10.62018 Q4 · Overall: +17.12019 Q1 · Overall: +15.42019 Q2 · Overall: +11.22019 Q3 · Overall: +7.22019 Q4 · Overall: +7.42020 Q1 · Overall: +4.52020 Q2 · Overall: +6.82020 Q3 · Overall: +8.52020 Q4 · Overall: +5.42021 Q1 · Overall: +15.52021 Q2 · Overall: +15.32021 Q3 · Overall: +11.12021 Q4 · Overall: +11.62022 Q1 · Overall: +9.12022 Q2 · Overall: +8.42022 Q3 · Overall: +8.52022 Q4 · Overall: +11.92023 Q1 · Overall: +11.42023 Q2 · Overall: +8.62023 Q3 · Overall: +12.22023 Q4 · Overall: +11.42024 Q1 · Overall: +10.82024 Q2 · Overall: +15.02024 Q3 · Overall: +6.02024 Q4 · Overall: +11.82025 Q1 · Overall: -0.62025 Q2 · Overall: +9.22025 Q3 · Overall: +7.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-27-14+0+14+272009 Q12011 Q32013 Q42015 Q42017 Q42019 Q42021 Q42023 Q42009 Q1 · CEO: +5.92009 Q2 · CEO: -1.92009 Q4 · CEO: -1.52010 Q1 · CEO: +5.52010 Q2 · CEO: +4.12010 Q3 · CEO: +5.82010 Q4 · CEO: +7.22011 Q2 · CEO: +8.52011 Q3 · CEO: +5.62011 Q4 · CEO: +12.42012 Q1 · CEO: +9.62012 Q4 · CEO: +7.72013 Q1 · CEO: +2.22013 Q2 · CEO: +6.42013 Q3 · CEO: +11.72013 Q4 · CEO: +5.72014 Q1 · CEO: +12.92014 Q2 · CEO: +5.52014 Q3 · CEO: +6.42014 Q4 · CEO: +5.82015 Q1 · CEO: +8.52015 Q2 · CEO: +18.82015 Q3 · CEO: +7.02015 Q4 · CEO: +7.42016 Q1 · CEO: +10.02016 Q2 · CEO: +8.42016 Q3 · CEO: +10.92016 Q4 · CEO: +20.22017 Q1 · CEO: +17.52017 Q2 · CEO: +15.32018 Q1 · CEO: +17.52018 Q2 · CEO: +10.42019 Q2 · CEO: +21.12019 Q3 · CEO: +15.92019 Q4 · CEO: +9.72020 Q1 · CEO: +7.72020 Q2 · CEO: +10.22020 Q3 · CEO: +11.32020 Q4 · CEO: +7.72021 Q2 · CEO: +19.32021 Q3 · CEO: +16.52021 Q4 · CEO: +17.22022 Q1 · CEO: +8.12022 Q2 · CEO: +12.12022 Q3 · CEO: +6.72022 Q4 · CEO: +14.42023 Q2 · CEO: +23.72023 Q3 · CEO: +16.62023 Q4 · CEO: +18.02024 Q1 · CEO: +17.52025 Q1 · CEO: +4.42025 Q2 · CEO: +14.92025 Q3 · CEO: +15.82009 Q1 · CFO: +8.62009 Q2 · CFO: -1.82009 Q4 · CFO: -4.42010 Q1 · CFO: -3.92010 Q2 · CFO: +3.42010 Q3 · CFO: +3.42010 Q4 · CFO: +0.42011 Q2 · CFO: +19.12011 Q3 · CFO: -5.62011 Q4 · CFO: +2.12012 Q1 · CFO: +8.32012 Q3 · CFO: +9.72012 Q4 · CFO: +12.72013 Q1 · CFO: -1.62013 Q2 · CFO: +0.82013 Q3 · CFO: +10.32013 Q4 · CFO: -2.82014 Q1 · CFO: +3.02014 Q2 · CFO: +8.42014 Q3 · CFO: -3.82014 Q4 · CFO: -7.12015 Q1 · CFO: +5.62015 Q2 · CFO: +4.62015 Q3 · CFO: +1.62015 Q4 · CFO: -5.92016 Q3 · CFO: -8.92017 Q1 · CFO: +5.12017 Q2 · CFO: +8.32017 Q3 · CFO: +5.02018 Q1 · CFO: +12.62018 Q2 · CFO: +17.22018 Q3 · CFO: +12.12018 Q4 · CFO: +16.82019 Q1 · CFO: +10.02019 Q2 · CFO: +9.62019 Q3 · CFO: +12.42019 Q4 · CFO: +17.92020 Q1 · CFO: +7.92020 Q2 · CFO: +9.02020 Q3 · CFO: +11.72020 Q4 · CFO: +9.52021 Q1 · CFO: +14.12021 Q2 · CFO: +12.62021 Q3 · CFO: +15.02021 Q4 · CFO: +12.52022 Q1 · CFO: +12.62022 Q2 · CFO: +10.32022 Q3 · CFO: +12.72022 Q4 · CFO: +11.42023 Q1 · CFO: +11.62023 Q2 · CFO: +8.42023 Q3 · CFO: +20.32023 Q4 · CFO: +13.32024 Q1 · CFO: +15.52024 Q2 · CFO: +17.32024 Q3 · CFO: +15.92024 Q4 · CFO: +17.12025 Q1 · CFO: +3.92025 Q2 · CFO: +12.52025 Q3 · CFO: +10.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-27-14+0+14+272009 Q12011 Q32013 Q42015 Q42017 Q42019 Q42021 Q42023 Q42009 Q1 · Prepared remarks: +3.02009 Q2 · Prepared remarks: -8.82009 Q4 · Prepared remarks: -9.02010 Q1 · Prepared remarks: +2.02010 Q2 · Prepared remarks: +0.42010 Q3 · Prepared remarks: +6.72010 Q4 · Prepared remarks: +9.52011 Q2 · Prepared remarks: +12.02011 Q3 · Prepared remarks: +7.82011 Q4 · Prepared remarks: +7.92012 Q1 · Prepared remarks: +7.82012 Q3 · Prepared remarks: +5.52012 Q4 · Prepared remarks: +3.22013 Q1 · Prepared remarks: -2.42013 Q2 · Prepared remarks: +3.02013 Q3 · Prepared remarks: -2.72013 Q4 · Prepared remarks: -1.72014 Q1 · Prepared remarks: +6.62014 Q2 · Prepared remarks: +5.22014 Q3 · Prepared remarks: +2.72014 Q4 · Prepared remarks: -1.32015 Q1 · Prepared remarks: +3.82015 Q2 · Prepared remarks: +10.72015 Q3 · Prepared remarks: -5.22015 Q4 · Prepared remarks: -2.22016 Q1 · Prepared remarks: -0.72016 Q2 · Prepared remarks: -3.42016 Q3 · Prepared remarks: +7.72016 Q4 · Prepared remarks: +11.72017 Q1 · Prepared remarks: +10.72017 Q2 · Prepared remarks: +11.72017 Q3 · Prepared remarks: +9.22017 Q4 · Prepared remarks: +14.12018 Q1 · Prepared remarks: +19.52018 Q2 · Prepared remarks: +21.12018 Q3 · Prepared remarks: +16.92018 Q4 · Prepared remarks: +20.02019 Q1 · Prepared remarks: +20.82019 Q2 · Prepared remarks: +19.22019 Q3 · Prepared remarks: +19.22019 Q4 · Prepared remarks: +18.12020 Q1 · Prepared remarks: +10.42020 Q2 · Prepared remarks: +17.02020 Q3 · Prepared remarks: +10.52020 Q4 · Prepared remarks: +9.52021 Q1 · Prepared remarks: +20.12021 Q2 · Prepared remarks: +17.42021 Q3 · Prepared remarks: +16.62021 Q4 · Prepared remarks: +19.02022 Q1 · Prepared remarks: +11.62022 Q2 · Prepared remarks: +14.52022 Q3 · Prepared remarks: +12.62022 Q4 · Prepared remarks: +17.82023 Q1 · Prepared remarks: +20.92023 Q2 · Prepared remarks: +18.92023 Q3 · Prepared remarks: +23.62023 Q4 · Prepared remarks: +18.52024 Q1 · Prepared remarks: +22.22024 Q2 · Prepared remarks: +22.22024 Q3 · Prepared remarks: +22.52024 Q4 · Prepared remarks: +21.02025 Q1 · Prepared remarks: +9.22025 Q2 · Prepared remarks: +16.02025 Q3 · Prepared remarks: +13.72009 Q1 · Q&A responses: +7.92009 Q2 · Q&A responses: -2.52009 Q4 · Q&A responses: -2.42010 Q1 · Q&A responses: -1.22010 Q2 · Q&A responses: +5.32010 Q3 · Q&A responses: +4.62010 Q4 · Q&A responses: +0.92011 Q2 · Q&A responses: +5.32011 Q3 · Q&A responses: +3.12011 Q4 · Q&A responses: +6.62012 Q1 · Q&A responses: +5.22012 Q3 · Q&A responses: +10.32012 Q4 · Q&A responses: +6.82013 Q1 · Q&A responses: +3.62013 Q2 · Q&A responses: +7.02013 Q3 · Q&A responses: +8.02013 Q4 · Q&A responses: +1.12014 Q1 · Q&A responses: +3.72014 Q2 · Q&A responses: +2.62014 Q3 · Q&A responses: +1.82014 Q4 · Q&A responses: -1.92015 Q1 · Q&A responses: +9.72015 Q2 · Q&A responses: +8.02015 Q3 · Q&A responses: +11.12015 Q4 · Q&A responses: +3.52016 Q1 · Q&A responses: +3.52016 Q2 · Q&A responses: +6.12016 Q3 · Q&A responses: +3.82016 Q4 · Q&A responses: +8.82017 Q1 · Q&A responses: +12.62017 Q2 · Q&A responses: +16.62017 Q3 · Q&A responses: +17.52017 Q4 · Q&A responses: +13.52018 Q1 · Q&A responses: +15.22018 Q2 · Q&A responses: +6.52018 Q3 · Q&A responses: +13.82018 Q4 · Q&A responses: +21.22019 Q1 · Q&A responses: +18.52019 Q2 · Q&A responses: +10.42019 Q3 · Q&A responses: +8.72019 Q4 · Q&A responses: +7.32020 Q1 · Q&A responses: +5.52020 Q2 · Q&A responses: +5.12020 Q3 · Q&A responses: +12.52020 Q4 · Q&A responses: +5.02021 Q1 · Q&A responses: +16.82021 Q2 · Q&A responses: +17.12021 Q3 · Q&A responses: +12.52021 Q4 · Q&A responses: +10.32022 Q1 · Q&A responses: +7.72022 Q2 · Q&A responses: +9.82022 Q3 · Q&A responses: +6.32022 Q4 · Q&A responses: +8.62023 Q1 · Q&A responses: +8.72023 Q2 · Q&A responses: +9.62023 Q3 · Q&A responses: +12.82023 Q4 · Q&A responses: +15.22024 Q1 · Q&A responses: +8.62024 Q2 · Q&A responses: +14.92024 Q3 · Q&A responses: +7.82024 Q4 · Q&A responses: +12.22025 Q1 · Q&A responses: -0.92025 Q2 · Q&A responses: +11.32025 Q3 · Q&A responses: +13.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$4.66$17.28$29.902009 Q12011 Q32013 Q42015 Q42017 Q42019 Q42021 Q42023 Q42014 Q1: $7.732014 Q2: $8.192014 Q3: $8.022014 Q4: $8.462015 Q1: $8.602015 Q2: $8.032015 Q3: $7.182015 Q4: $6.492016 Q1: $6.412016 Q2: $6.732016 Q3: $6.962016 Q4: $7.172017 Q1: $8.122017 Q2: $8.972017 Q3: $9.372017 Q4: $10.092018 Q1: $11.082018 Q2: $11.552018 Q3: $11.682018 Q4: $12.032019 Q1: $12.282019 Q2: $12.252019 Q3: $11.992019 Q4: $11.302020 Q1: $11.082020 Q2: $9.322020 Q3: $11.362020 Q4: $13.242021 Q1: $15.502021 Q2: $17.042021 Q3: $17.572021 Q4: $18.552022 Q1: $19.492022 Q2: $19.722022 Q3: $19.142022 Q4: $19.912023 Q1: $20.982023 Q2: $22.202023 Q3: $23.232023 Q4: $24.292024 Q1: $25.862024 Q2: $26.462024 Q3: $27.382024 Q4: $28.16

Forward P/E

8.1616.0523.952009 Q12011 Q32013 Q42015 Q42017 Q42019 Q42021 Q42023 Q42014 Q1: 15.472014 Q2: 15.632014 Q3: 14.542014 Q4: 14.602015 Q1: 14.152015 Q2: 14.742015 Q3: 15.172015 Q4: 15.222016 Q1: 17.162016 Q2: 16.592016 Q3: 17.362016 Q4: 19.552017 Q1: 19.662017 Q2: 17.512017 Q3: 17.932017 Q4: 19.302018 Q1: 16.202018 Q2: 14.902018 Q3: 16.322018 Q4: 12.282019 Q1: 14.052019 Q2: 13.682019 Q3: 14.942019 Q4: 18.282020 Q1: 9.252020 Q2: 19.792020 Q3: 18.872020 Q4: 20.602021 Q1: 20.302021 Q2: 17.372021 Q3: 16.512021 Q4: 16.982022 Q1: 14.672022 Q2: 12.922022 Q3: 14.152022 Q4: 14.912023 Q1: 14.952023 Q2: 16.562023 Q3: 16.792023 Q4: 18.182024 Q1: 20.872024 Q2: 19.152024 Q3: 22.242024 Q4: 22.86

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q4 tone ↓ -2.9 fwd EPS ↑ +0.44 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -2.6 fwd EPS ↑ +0.47 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +2.3 fwd EPS ↓ -1.76 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -3.1 fwd EPS ↑ +1.89 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -4.1 fwd EPS ↑ +0.53 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.5 fwd EPS ↑ +0.93 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -2.8 fwd EPS ↑ +1.22 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -9.0 fwd EPS ↑ +0.92 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-05-01+7.0——View →
2025 Q22025-01-30+9.2——View →
2025 Q12024-10-31-0.6——View →
2024 Q42024-08-08+11.8$28.1622.9View →
2024 Q32024-05-02+6.0$27.3822.2View →
2024 Q22024-02-01+15.0$26.4619.1View →
2024 Q12023-11-02+10.8$25.8620.9View →
2023 Q42023-08-03+11.4$24.2918.2View →