Parker-Hannifin

PH

Market cap $117B

Parker-Hannifin (PH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Old-economy stocks WFC, MTZ, CW, LDOS and PH have surged over 30% in the past month, turning the AI rally into a broad-based opportunity.

PH is seeing accelerating aerospace momentum, with strong OEM and aftermarket demand supporting upbeat fiscal 2026 growth guidance.

Dividend Kings underperformed SPY in 2025, up 4.47% vs. SPY's 17.7%, but select Kings outperformed the index. Twenty-two Dividend Kings are identified as both potentially undervalued and offering long-term expected annualized returns of at least 10%. Dividend growth for the Kings remains subdued at 5.81% for 2025, trailing the 2024 rate of 6.32%.

Persistent weakness in the manufacturing sector weighs on the Zacks Manufacturing - General Industrial industry's near-term prospects. PH, FLS, WTS and HLIO are a few stocks investors may consider buying.

PH advances on strong aerospace demand, strategic acquisitions and consistent shareholder returns.

PH rides strong aerospace demand, with double-digit segment growth and upbeat organic sales expectations.

Dividend Kings are the best-of-the-best dividend growth stocks, boasting 50-plus years of consecutive dividend increases. There's nothing like it if you can find oft-overlooked Dividend Kings with multibagger potential.

Parker-Hannifin (PH) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

The Investment Committee give you their top stocks to watch for the second half.