Parker-Hannifin Touted as Promising Industrials Stock, Oshkosh and Resideo Flagged as Risky

Industry
โดย StockStory·Read original
Summary · why it matters

StockStory identifies Parker-Hannifin as a promising industrials stock while flagging Oshkosh and Resideo as risky. Parker-Hannifin, with a market cap of $113.8 billion, boasts an 18.8% operating margin that has risen over five years, annual EPS growth of 18.5% fueled by share repurchases, and strong free cash flow. Oshkosh, valued at $8.35 billion, faces concerns including a 4.7% average backlog decline over two years, a below-peer gross margin of 16.3%, and falling EPS. Resideo, at a $4.72 billion market cap, shows 7.5% annual revenue growth over five years, a free cash flow margin that shrank by 20.7 percentage points, and waning returns on capital.

Impact on stocks 4

Defense & Geopolitical Fragmentation · 1 stocks
Oshkosh Corporation
OSK
▼ NegativeDemandrelevance

backlog declining 4.7% average over two years indicates weakening demand

Aerospace & Aviation · 1 stocks
Parker-Hannifin Corporation
PH
▲ PositiveCapitalrelevance

strong operating margin, EPS growth from buybacks, and free cash flow highlight financial strength

Smart City / Autonomous Infrastructure · 1 stocks
Resideo Technologies Inc
REZI
▼ NegativeCapitalrelevance

free cash flow margin shrank by 20.7 percentage points and returns on capital are waning

Consumer Discretionary · 1 stocks