Parker-Hannifin Corporation (PH) Presents at Bank of America Global Industrials Conference 2026 Transcript

Andrew Obin
BofA Securities, Research Division

Welcome to, I guess, which is still a morning session. And our next presenter is Jennifer Parmentier. She’s the Chairman and CEO of Parker Hannifin. We’ve known Parker for decades. We think it’s been one of the great compounder stories in our coverage. And under Jen’s leadership continues to be so. Welcome to London. Thanks so much for attending the conference. I think there are going to be some slides, and then we’re going to go into Q&A. Thank you.

Jennifer Parmentier
Chairman of the Board & CEO

Thank you, Andrew, and thank you, everyone, for being here today and for your interest in Parker Hannifin. So as Andrew said, I wanted to go over a few slides today. Obviously, if you can all read this really quickly, I’ll move to the next slide. This is Parker Hannifin at a glance. And for any of you that have followed us for some time, you’re familiar with our story. We have 3 businesses: Aerospace Systems coming in at 31%, Diversified Industrial International at approximately 30% and Diversified Industrial North America at approximately 40%.

When you look to the right side of this page, a little more color on those businesses are our 4 technology platforms that make up the company. Motion Systems coming in at 17%, again, Aerospace at 31%; Flow and Process Control at 23% and Filtration and Engineered Materials at approximately 30%. On the bottom of this slide is what makes all the performance and the success of our company possible and will do so well into the future. The first thing