PH · Earnings call · 2026Q2T · Full report
Geographic Revenue Trends
Parker-Hannifin Corp · 2026-08-06 · Importance 36 · Surprise 32 · In source text
International fourth-quarter sales reached a record $1.6 billion, with organic growth of 6.5% compared with 5% organic growth in North America. Asia Pacific was the strongest international region, growing organically 16%, while EMEA grew 1% and Latin America declined 3% year over year. International orders increased 24% on the three-month comparison and 10% on a rolling 12-month basis, led by electronics and in-plant demand. Management expects fiscal 2027 organic growth of 5.5% for international industrial businesses and identified Asia Pacific electronics as a sustainable strength.
Key facts
- FY '27 North American businesses organic growth expected 6.5% at the midpoint
- FY '27 international industrial businesses organic growth expected 5.5% at the midpoint
- North America Q4 sales: $2.2 billion; organic growth ~5%; North America adjusted segment operating margin 27.4%, up 70 basis points
- International Q4 sales: $1.6 billion; international organic growth 6.5%
- Asia Pacific organic growth in Q4: 16%
- Latin America organic growth in Q4: down 3%
- EMEA organic growth in Q4: positive 1%
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +5.5% | FY '27 North American businesses organic growth expected 6.5% at the midpoint |
| revenue | positive | committed | +4.7% | FY '27 international industrial businesses organic growth expected 5.5% at the midpoint |