Public companies › PH
Parker-Hannifin PH · NYSE
Government aviation-parts contract record, attributed to 19 vendor units (CAGE codes) owned by Parker-Hannifin. Data only; not investment advice.
$215.1M
obligated, last 52 weeks
-27%
vs prior 52 ($295.8M)
932
contract actions, 52 weeks
$4.4M
obligated, last 90 days
Outlook, next month
— No lean
Weeks like this one (356 cases) have not been followed by a consistent move either way: +0.1% versus the sector, ahead 49% of the time. Historical tendency of similar weeks, not a forecast and not advice.
Flow Score
week of 2026-09-21 · same for every reader · method and track recordContract flow this week: exceptionally weak · last month: falling · FAA directives: none
In primes and large-caps, weeks like this (356 cases since 2012) show no measurable effect: +0.1% over the next 20 trading days versus the aerospace ETF, ahead 49% of the time, against +0.1% in ordinary weeks.
A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.
Our current read
frozen September 23 · scored after 20 trading days (about October 21)
50% chance Parker-Hannifin beats the aerospace sector over the next 20 trading days; expected excess move +0.1%. In words: about as likely as not to beat the sector.
Based on 6,356 comparable weeks since 2012 (same company size, same contract-flow level: normal), pulled toward 50% when the evidence is thin. This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.
Our record on PH: no scored calls yet; the first score lands about four weeks after the first read.
A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.
How to read this, in plain terms
The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.
Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.
Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.
What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.
The weeks behind this outlook (356 comparable weeks; the 40 most recent shown)
Every week since 2012 in which a company of this size had contract flow in the same state as Parker-Hannifin has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.
| Week of | Company | Contract flow that week | vs. its normal | Next month |
|---|---|---|---|---|
| 2026-08-17 | HEICO | — | unusually weak | trailed by 1.6% |
| 2026-08-17 | TransDigm | — | far below | beat by 1.5% |
| 2026-08-17 | Honeywell | — | unusually weak | beat by 5.9% |
| 2026-08-17 | Boeing | — | unusually weak | beat by 2.7% |
| 2026-08-17 | Northrop Grumman | — | unusually weak | beat by 2.9% |
| 2026-08-10 | Textron (Bell, Cessna, Beechcraft) | — | unusually weak | beat by 6.8% |
| 2026-08-10 | TransDigm | — | far below | beat by 1.0% |
| 2026-08-10 | Honeywell | — | unusually weak | beat by 6.1% |
| 2026-08-10 | Northrop Grumman | — | unusually weak | beat by 3.3% |
| 2026-08-10 | HEICO | — | unusually weak | trailed by 5.4% |
| 2026-08-10 | Boeing | — | far below | beat by 1.7% |
| 2026-08-03 | L3Harris | — | unusually weak | trailed by 0.9% |
| 2026-08-03 | Northrop Grumman | — | unusually weak | beat by 3.5% |
| 2026-08-03 | HEICO | — | unusually weak | trailed by 3.0% |
| 2026-08-03 | Honeywell | — | unusually weak | trailed by 0.6% |
| 2026-08-03 | Boeing | — | far below | beat by 1.8% |
| 2026-08-03 | TransDigm | — | far below | beat by 4.4% |
| 2026-07-27 | Honeywell | — | unusually weak | trailed by 5.2% |
| 2026-07-27 | Northrop Grumman | — | unusually weak | beat by 5.9% |
| 2026-07-27 | HEICO | — | far below | trailed by 0.5% |
| 2026-07-27 | RTX (Raytheon, Pratt & Whitney, Collins) | — | far below | beat by 2.1% |
| 2026-07-27 | TransDigm | — | far below | beat by 3.4% |
| 2026-07-27 | Boeing | — | far below | trailed by 1.6% |
| 2026-07-27 | Parker-Hannifin | — | far below | beat by 6.9% |
| 2026-07-27 | Lockheed Martin | — | far below | beat by 4.1% |
| 2026-07-20 | TransDigm | — | far below | trailed by 4.6% |
| 2026-07-20 | HEICO | — | far below | trailed by 2.6% |
| 2026-07-20 | Boeing | — | far below | trailed by 0.9% |
| 2026-07-20 | Northrop Grumman | — | unusually weak | beat by 2.7% |
| 2026-07-20 | Honeywell | — | far below | trailed by 8.3% |
| 2026-07-20 | L3Harris | — | unusually weak | trailed by 11.7% |
| 2026-07-20 | RTX (Raytheon, Pratt & Whitney, Collins) | $24K | unusually weak | trailed by 1.2% |
| 2026-07-20 | Parker-Hannifin | — | far below | beat by 9.2% |
| 2026-07-13 | Boeing | — | far below | trailed by 0.0% |
| 2026-07-13 | Parker-Hannifin | — | far below | trailed by 1.1% |
| 2026-07-13 | GE Aerospace (incl. CFM International) | — | unusually weak | trailed by 2.1% |
| 2026-07-13 | Honeywell | — | far below | trailed by 11.1% |
| 2026-07-13 | L3Harris | — | unusually weak | trailed by 9.3% |
| 2026-07-13 | Northrop Grumman | — | far below | beat by 4.5% |
| 2026-07-13 | HEICO | — | far below | beat by 1.9% |
Parker-Hannifin itself, in this state before: 26 weeks, beat the sector 65% of the time, +3.2% on average.
One square per past week, most recent first; green beat the sector, red trailed. Hover for the week and the number. Too few squares to lean on is a fair reading; the size-class record above is the larger sample.
Did big contract weeks lead anywhere? The last two years
Each week's contract flow (line) and what the stock then did over the following month compared with the aerospace sector (bars).
What to look for: if the dots are usually followed by green bars, big contract weeks have tended to lead somewhere for this company; if the bars under the dots are as often red as green, they have not.
Weekly obligations, this year against last
FPDS aviation-parts actions, all agencies, by signing week.
Units that win
- PARKER-HANNIFIN CORPORATION 59211$134.1M · 537
- MEGGITT AIRCRAFT BRAKING SYSTEMS CORPORATION 0B9R9$47.0M · 215
- AXILLON AEROSPACE (ROCKMART), LLC 56221$25.1M · 69
- AIRCRAFT WHEEL AND BRAKE, LLC 33269$3.6M · 24
- MEGGITT NORTH HOLLYWOOD INC 79318$1.5M · 15
- MEGGITT DEFENSE SYSTEMS, INC. 62228$1.3M · 40
- AXILLON AEROSPACE (BALTIMORE) INC. 25223$1.2M · 5
- MEGGITT (ORANGE COUNTY), INC. 95411$894K · 13
- PARKER-HANNIFIN CORPORATION 82106$554K · 3
- MEGGITT SAFETY SYSTEMS INC 25693$18K · 5
- PARKER-HANNIFIN CORP 1T3E2$14K · 1
- MEGGITT SAFETY SYSTEMS, INC. 45402— · 0
- PARKER HANNIFIN CORP 13573— · 0
- PARKER HANNIFIN CORP 26433— · 0
- PARKER-HANNIFIN CORPORATION 2Y939— · 0
What they win, by supply class
- 1650 AIRCRAFT HYDRAULIC, VACUUM, AND DE-ICING SYSTEM COMPONENTS$76.6M · 272
- 1630 AIRCRAFT WHEEL AND BRAKE SYSTEMS$72.1M · 196
- 1560 AIRFRAME STRUCTURAL COMPONENTS$33.5M · 114
- 1680 MISCELLANEOUS AIRCRAFT ACCESSORIES AND COMPONENTS$13.0M · 124
- 2915 ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT AND MISSILE PRIME MOVERS$12.5M · 114
- 2995 MISCELLANEOUS ENGINE ACCESSORIES, AIRCRAFT$3.0M · 32
- 1660 AIRCRAFT AIR CONDITIONING, HEATING, AND PRESSURIZING EQUIPMENT$1.8M · 17
- 2835 GAS TURBINES AND JET ENGINES; NON-AIRCRAFT PRIME MOVER, AIRCRAFT NON-PRIME MOVER$820K · 12
- 2840 GAS TURBINES AND JET ENGINES, AIRCRAFT, PRIME MOVING; AND COMPONENTS$646K · 15
- 2910 ENGINE FUEL SYSTEM COMPONENTS, NONAIRCRAFT$516K · 10
Top NSNs
- 01-494-0084 ROD FOR SERVOCYLINDER NSN: 1650-01-494-0084.$1.3M
- 01-494-0083 MAINTENANCE AND OVERHAUL OF THE APACHE AH-64 SERVOCYLINDER TAIL NSN: 1650-01-494$708K
- 00-906-0284 NOUN: SERVOVALVE, HYDRAULI NSN: 1650-00-906-0284 PART NUMBER: 76088 MODIFICATIO—
- 01-654-3362 AQUISITION AND DELIVERY OF WIRE RETAINING RINGS IN SUPPORT OF THE B1-B WEAPON SY—
Latest contract actions
Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.
| Signed | Agency | Item | NSN | Unit | Obligated | Record |
|---|---|---|---|---|---|---|
| 2026-09-14 | U.S. COAST GUARD | UTILITIZE OPTIONS FOR 100 EA ON LINE 1 FOR DISC,BRAKES 50EA ON LINE 2 FOR DISC,BRAKES AND 50EA ON LINE 3 FOR DISC,BRAKES | — | 0B9R9 | $1.5M | FPDS → |
| 2026-09-14 | U.S. COAST GUARD | SPE4A1-25G-0020 IS ADDED TO BLOCK 10A ON MODIFICATION P00001. | — | 0B9R9 | $0 | FPDS → |
| 2026-09-10 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS DISC,BRAKES FOR USE ON MH-65 AIRCRAFT. | — | 0B9R9 | $413K | FPDS → |
| 2026-09-08 | U.S. COAST GUARD | PURCHASE OF TAIL ROTOR SERVO ASSEMBLIES TO BE UTILIZED ON USCG MH-60T AIRCRAFT. | — | 59211 | $556K | FPDS → |
| 2026-09-03 | U.S. COAST GUARD | TASK ORDER FOR THE OVERHUAL OF WHEELS AND BRAKES. | — | 0B9R9 | $127K | FPDS → |
| 2026-08-27 | U.S. COAST GUARD | TASK ORDER FOR THE OVERHUAL OF WHEELS AND BRAKES. | — | 0B9R9 | $12K | FPDS → |
| 2026-08-25 | U.S. COAST GUARD | PURCHASE OF SCREW, KEY FOR THE HC-27J AIRCRAFT. | — | 0B9R9 | $8K | FPDS → |
| 2026-08-24 | U.S. COAST GUARD | PURCHASE OF MAIN AND TAIL WHEEL ASSEMBLIES TO BE USED ON USCG MH-60T HELICOPTERS. | — | 0B9R9 | $668K | FPDS → |
| 2026-08-20 | U.S. COAST GUARD | PURCHASE OF TAIL ROTOR SERVO ASSEMBLIES TO BE UTILIZED ON USCG MH-60T AIRCRAFT. | — | 59211 | $445K | FPDS → |
| 2026-08-17 | U.S. COAST GUARD | TASK ORDER FOR THE OVERHUAL OF WHEELS AND BRAKES. | — | 0B9R9 | $117K | FPDS → |
| 2026-08-12 | U.S. COAST GUARD | PURCHASE OF TAIL ROTOR SERVO ASSEMBLIES TO BE UTILIZED ON USCG MH-60T AIRCRAFT. | — | 59211 | $445K | FPDS → |
| 2026-08-05 | U.S. COAST GUARD | TASK ORDER FOR THE OVERHUAL OF WHEELS AND BRAKES. | — | 0B9R9 | $69K | FPDS → |
| 2026-07-07 | U.S. COAST GUARD | MOD P00001 ADDS FUNDS TO CLIN 2. | — | 0B9R9 | $14K | FPDS → |
| 2026-07-06 | U.S. COAST GUARD | TASK ORDER FOR THE OVERHUAL OF WHEELS AND BRAKES. | — | 0B9R9 | $60K | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | 8512202248 ACTUATOR,ELECTRO-ME | — | 62228 | $294K | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | PARKER PBL | — | 59211 | $0 | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | MOTOR-PUMP,HYDRAULI | — | 59211 | $0 | FPDS → |
| 2026-06-25 | DEPT OF DEFENSE | 8512197375 GEAR ASSY,SPUR | — | 59211 | $88K | FPDS → |
| 2026-06-25 | DEPT OF DEFENSE | 8512202467 PLATE,SHOE RETAINER | — | 59211 | $8K | FPDS → |
| 2026-06-25 | DEPT OF DEFENSE | OVERHAUL OF THE SERVOCYLINDER, A CRITICAL SAFETY ITEM (CSI). | — | 59211 | $0 | FPDS → |
Plus 223 DLA contracts in the last 30 days, $23.9M in contract value (DIBBS award history, counted per contract).
FAA Airworthiness Directives naming their products, 12 months
None in the last 12 months, or this company does not hold a type certificate.
In the news
No headlines in our feeds in the last 60 days.
Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.
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