PH Earnings

PH reported its earnings on 2026-01-29, showcasing a revenue of 5.17B against an estimate of 5.06B, resulting in a 2.25% surprise. The EPS was 7.65, surpassing the expected 7.15 by 6.99%. The stock experienced a 3.51% price change on the earnings day and a 5.25% change over the next five days, reflecting market reactions to the results.

Following PH's earnings announcement on 2026-01-29, the stock price moved by 3.51% on the day of the release. Over the subsequent five days, it saw a 5.25% change. Historically, PH's stock price tends to shift by an average of -3.99% in the 10 days leading up to earnings and 3.65% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate PH's annual revenue to reach 5.34B, while the EPS is projected at 7.71. These estimates reflect recent revisions, with revenue estimates revised upward by 0.01% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between PH's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 0.01%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PH's stock price typically moves by -3.99% in the 10 days before its earnings and 3.65% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 7.71 and revenue of 5.34B.

The earnings call summary and Q&A reveal strong financial performance with increased guidance across multiple segments, including Aerospace and North America. The company reports record-high margins and robust organic growth, particularly in international sales. Despite some concerns about sequential international growth slowdown, the overall sentiment is positive, driven by strong operational execution and optimistic guidance. The market is likely to react favorably, leading to a strong positive stock price movement over the next two weeks.