Parker Hannifin : Q1 2026 Parker Hannifin Corp. Earnings Conference Call Presentation

PARKER HANNIFIN CORPORATION

Fiscal 2026 First Quarter Earnings Presentation

November 6, 2025

Operational Excellence Powered by The Win Strategy

Great Start to the Fiscal Year

FY26 Q1 Highlights

$5.1B

Sales

+3.7% Reported

+5.0% Organic1

20%

Reduction in Recordable Incident Rate

• Top quartile safety performance

• Record Sales of $5.1B, +5% organic growth1

  27.3%

  Adjusted EBITDA Margin1

  +240 bps

27.4%

Adjusted Segment Operating Margin1

+170 bps

• Record Adjusted Earnings Per Share of $7.221

• Record Cash from Operating Activities of $782M

• Completed Acquisition of Curtis Instruments

  16%

  Adjusted EPS Growth1

$782M

YTD CFOA

1. Includes certain non-GAAP adjustments and financial measures. See Appendix for additional details and reconciliations.

Note: FY26 Q1 As Reported: Segment Operating Margin of 24.2%, EBITDA Margin of 27.0%, Net Income of $808M, EPS growth of 17. 8%. 3

Parker Welcomes Curtis Instruments - Day One Events

New York Puerto Rico UK

China Bulgaria New York

Why We Win

Strong Competitive Advantages

Parker's Business System Innovative Products Application Engineering Interconnected Technologies Distribution Network

Decentralized structure, strategic positioning & operational excellence

Deep customer partnership to uncover unmet needs

Technical expertise creates competitive advantage

Enables comprehensive solutions for customers

Serving global aftermarket & small to mid-sized OEMs

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#1 Position in Motion & Control Industry

>90% of Sales Comes from 6 Market Verticals

~$145B Market Size

HVAC/R 4%

Other 6%

• Interconnected technologies and solutions

  Energy 7% Aerospace &

  Defense 35%

  across market verticals

  Off Highway 13%

  
  
  

  ~$20B

  Sales

• 2/3 of our revenue comes from customers who buy 4 or more technologies

• Growth focused on faster growing, longer cycle markets and secular trends

  Transportation 15%

  In-plant & Industrial Equipment 20%

  Note: Sales and market sizes as of FY25. Aerospace & Defense market includes sales reported both in the Aerospace Systems seg ment and Diversified Industrial segment. 6
  
  

  Energy Market Solutions

  Gas Turbine Power Generation

  Parker Technology Platforms

  Flow and Process Control Instrumentation tube fittings Fuel metering valves Hydraulic tube fittings

  Motion Systems Accumulators Hydraulic cylinders

  Vibration & pressure sensors

  Servo valves

  Filtration & Engineered Materials

  Medium pressure filters

  Natural gas filters

  Liquid fuel & cartridge filters

  Casing & turbine seals

  Aerospace

  Combustion fuel nozzles Igniters

  A Powerhouse of Interconnected Technologies

  • Comprehensive offering with proprietary designs

  • Strong positions with industry leaders

  • Long cycle with multi-year backlog

  • Durable aftermarket annuity

  • Products and technology shared across aerospace and industrial markets

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SUMMARY OF FISCAL 2026 1ST QUARTER HIGHLIGHTS

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FY26 Q1 Financial Summary

Sales Growth and Margin Expansion Fuels Mid-teens EPS Growth

FY26 Q1 As Reported	FY26 Q1 Adjusted¹	FY25 Q1 Adjusted¹	YoY Change Adjusted¹
$5,084	$5,084	$4,904	+4%
24.2%	27.4%	25.7%	+170 bps
27.0%	27.3%	24.9%	+240 bps
$808	$927	$810	+14%
$6.29	$7.22	$6.20	+16%

$ Millions, except per share amounts

Sales

Segment Operating Margin EBITDA Margin

Net Income

EPS

1. Sales figures As Reported. Includes certain non-GAAP adjustments and financial measures. See Appendix for additional details and reconciliations.

Note: FY25 Q1 As Reported: Segment Operating Margin of 22.6%, EBITDA Margin of 24.8%, Net Income of $698M, EPS of $5.34. 9

FY26 Q1 Adjusted Earnings per Share Bridge

$6.20

$0.18

$0.07

$0.80

($0.16)

$7.22

$0.13

FY25 Q1	Segment	Corporate	Interest	Share	Income	FY26 Q1
Adjusted	Operating	& Other	Expense	Count	Tax	Adjusted
EPS¹	Income					EPS¹

1. FY25 Q1 As Reported EPS of $5.34. FY26 Q1 As Reported EPS of $6.29. Includes certain non-GAAP adjustments and financial measures.

See Appendix for additional details and reconciliations. 10