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Jun 30, 2020

Parker-Hannifin Q4 2020 Earnings Report

Parker Hannifin reported Q4 2020 earnings, with EPS of $2.27 as reported, or $2.55 adjusted. Sales were $3.16 billion compared to $3.68 billion in the prior year quarter.

Key Takeaways

Parker Hannifin's Q4 2020 results showed resilience amidst the COVID-19 pandemic, with adjusted total segment operating margin at 17.4% and adjusted EBITDA margin at 20.4%. Full-year cash flow from operations reached a record $2.07 billion. The company issued FY21 EPS guidance in the range of $7.41 to $8.41, or $9.80 to $10.80 on an adjusted basis.

Fourth quarter EPS were $2.27 as reported, or $2.55 adjusted.

Fourth quarter total segment operating margin was 15.8% as reported, or 17.4% adjusted.

Fourth quarter EBITDA margin was 18.7% as reported, or 20.4% adjusted.

Full year cash flow from operations was an all-time record at $2.1 billion, or 15.1% of sales.

Total Revenue
$3.16B
Previous year: $3.68B
-14.1%
EPS
$2.55
Previous year: $3.31
-23.0%
Total Segment Operating Margin
15.8%
Adjusted Total Segment Operating Margin
17.4%
Gross Profit
$803M
Previous year: $942M
-14.7%
Cash and Equivalents
$686M
Previous year: $3.22B
-78.7%
Free Cash Flow
$730M
Previous year: $588M
+24.3%
Total Assets
$19.7B
Previous year: $17.6B
+12.3%

Parker-Hannifin

Parker-Hannifin

Parker-Hannifin Revenue by Segment

Forward Guidance

Parker Hannifin expects the global COVID-19 pandemic to continue negatively affecting economic activity in fiscal 2021. The company will manage costs, preserve cash, and position itself for economic recovery, aiming to achieve long-term targets for sales growth, margins, earnings growth, and cash flow.

Positive Outlook

  • Portfolio improvement through transformative acquisitions
  • Continued execution of The Win Strategyâ„¢
  • Near-term actions to reduce costs and preserve cash
  • Maintaining manufacturing capacity across the enterprise
  • Committed to achieving long-term targets

Challenges Ahead

  • Global COVID-19 pandemic will continue to have a negative effect on economic activity in fiscal 2021.
  • Expected business realignment expenses of approximately $65 million
  • Costs to achieve of approximately $19 million
  • Acquisition-related intangible asset amortization of approximately $321 million
  • Guidance assumes an organic sales decline in the range of 13% to 9%