Aerospace PerformanceParker’s aerospace business has been consistently outperforming other supplier peers the past several quarters and self-help/market share initiatives will insulate PH from a potential broader market deceleration.
Order InflectionOrders inflected positively in the company’s NA Industrial business and accelerated in its International business, which ultimately took focus.
Strategic InitiativesPH’s Win Strategy 3.0 is driving meaningful margin expansion opportunities and its flexible capital deployment strategy positions PH well for outsized earnings growth over time.