PARKER HANNIFIN CORPORATION

Fiscal 2026 Second Quarter Earnings Presentation

January 29, 2026



One Team, One Strategy: Compounding Performance

FY26 Q2 Highlights

$5.2B

Sales

+9.1% Reported

+6.6% Organic1

8%

Reduction in Recordable Incident Rate

  • Top quartile safety performance

  • Record sales of $5.2B, +6.6% organic growth1

    27.7%

    Adjusted EBITDA Margin1

    +90 bps

27.1%

Adjusted Segment Operating Margin1

+150 bps

  • Record adjusted segment operating margin1of 27.1%

  • Record adjusted earnings per share1of $7.65

  • Acquisition of Filtration Group Corporation announced

    17%

    Adjusted EPS Growth1

$1.6B

YTD CFOA



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

Note: FY26 Q2 As Reported: Segment Operating Margin of 23.9%, EBITDA Margin of 27.1%, Net Income of $845M, EPS of $6.60, a decrease of 9%. 3

Why We Win

Interconnected Technologies

Enables comprehensive solutions for customers



Strong Competitive Advantages



Parker's Business System Innovative Products Application Engineering Distribution Network

Decentralized structure, strategic positioning & operational excellence

Deep customer partnership to uncover unmet needs

Technical expertise creates competitive advantage

Serving global aftermarket & small to mid-sized OEMs



4

#1 Position in Motion & Control Industry

Focused Portfolio Creating Distinct Value for Customers

~$21B FY26G Sales





HVAC/R 4% Other 6%
  • Interconnected technologies and solutions

    Energy 7% Aerospace &

    Defense 35% A Technology

    across market verticals

  • 2/3's of our sales come from customers who buy 4 or more technologies

    Off Highway 13%



    Powerhouse of Interconnected Solutions
  • Growth focused on faster growing, longer cycle markets and secular trends

    Transportation 15% In-plant & Industrial Equipment 20% Note: Sales by market as of FY25. Aerospace & Defense market includes sales reported both in the Aerospace Systems segment and Diversified Industrial segment. 5

    Motion Systems

    Off-Highway Market Vertical

    ~13% of FY25 Parker Sales

    Filtration

    Flow & Process Control

    Engineered Materials

    Other

    Mining

    Off-Highway Sales

    Construction

    • Comprehensive offering of differentiated solutions

    • Poised for growth from capex & infrastructure spending

    • Technical expertise & trusted OEM relationships

    • Global engineering, aftermarket, and field support

    • Electrification & digital enabling technologies

Agriculture 6



Continued Progress on Filtration Group Acquisition

Another Strategic Addition to Parker





Adds Complementary & Proprietary Filtration Technologies

7







The Win Strategy Coupled with Disciplined Capital Allocation

$30.70 $27.33 $18.72 $13.10

Adjusted EPS1

$6.99

As Reported EPS

FY16 FY19 FY22 FY25 FY26G

$5.89 $11.57 $10.09 $27.12 $26.56

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



Compounds EPS Growth Over Time

8

SUMMARY OF FISCAL 2026 2ND QUARTER HIGHLIGHTS

9

FY26 Q2 Financial Summary

Record Sales and Segment Operating Margin Drive Adjusted EPS Growth

FY26 Q2

As Reported

FY26 Q2

Adjusted¹

FY25 Q2

Adjusted¹

YoY Change Adjusted¹

$5,174

$5,174

$4,743

+9%

23.9%

27.1%

25.6%

+150 bps

27.1%

27.7%

26.8%

+90 bps

$845

$980

$853

+15%

$6.60

$7.65

$6.53

+17%

$ 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 Q2 As Reported: Segment Operating Margin of 22.1%, EBITDA Margin of 31.5%, Net Income of $949M, EPS of $7.25. 10

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Parker Hannifin Corporation published this content on January 29, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on January 29, 2026 at 15:01 UTC.