About Us

Laser Focus World is an industry bedrock—first published in 1965 and still going strong. We publish original articles about cutting-edge advances in lasers, optics, photonics, sensors, and quantum technologies, as well as test and measurement, and the shift currently underway to usher in the photonic integrated circuits, optical interconnects, and copackaged electronics and photonics to deliver the speed and efficiency essential for data centers of the future.

Our 80,000 qualified print subscribers—and 130,000 12-month engaged online audience—trust us to dive in and provide original journalism you won’t find elsewhere covering key emerging areas such as laser-driven inertial confinement fusion, lasers in space, integrated photonics, chipscale lasers, LiDAR, metasurfaces, high-energy laser weaponry, photonic crystals, and quantum computing/sensors/communications. We cover the innovations driving these markets.

Laser Focus World is part of Endeavor Business Media, a division of EndeavorB2B.

Laser Focus World Membership

Never miss any articles, videos, podcasts, or webinars by signing up for membership access to Laser Focus World online. You can manage your preferences all in one place—and provide our editorial team with your valued feedback.

Magazine Subscription

Can you subscribe to receive our print issue for free? Yes, you sure can!

Newsletter Subscription

A Laser Focus World newsletter subscription is free to qualified professionals:

The Daily Beam

Showcases the newest content from Laser Focus World, including photonics- and optics-based applications, components, research, and trends. (Daily)

Product Watch

The latest in products within the photonics industry. (9x per year)

Bio & Life Sciences Product Watch

The latest in products within the biophotonics industry. (4x per year)

Laser Processing Product Watch

The latest in products within the laser processing industry. (3x per year)

Get Published!

If you’d like to write an article for us, reach out with a short pitch to Sally Cole Johnson: [email protected]. We love to hear from you.

Photonics Hot List

Laser Focus World produces a video newscast that gives a peek into what’s happening in the world of photonics.

Following the Photons: A Photonics Podcast

Following the Photons: A Photonics Podcast dives deep into the fascinating world of photonics. Our weekly episodes feature interviews and discussions with industry and research experts, providing valuable perspectives on the issues, technologies, and trends shaping the photonics community.

Social Media

Bluesky • Facebook • Instagram • LinkedIn • YouTube

Meet the Laser Focus World Team

Editorial

Sales

Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology
My Watchlist
Indicators
Industrial Laser Index
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries

5 Insightful Analyst Questions From Parker-Hannifin’s Q2 Earnings Call

By: StockStory

PH Cover Image

Parker-Hannifin’s second quarter saw a positive market response, driven by continued strength in its Aerospace segment and disciplined cost management across the business. Management attributed the margin expansion to favorable sales mix—particularly in engineered materials and filtration—and emphasized ongoing operational improvements through the company’s Win Strategy. CEO Jennifer Parmentier highlighted the performance of the Aerospace division, noting, “Sales are approximately 2.5x higher than six years ago, and we are on track to expand adjusted segment operating margin by 940 basis points through next year.” The quarter also benefited from improved distributor sentiment and higher quoting activity, particularly in North America, despite modest overall sales growth.

Is now the time to buy PH? Find out in our full research report (it’s free).

Parker-Hannifin (PH) Q2 CY2025 Highlights:

  • Revenue: $5.24 billion vs analyst estimates of $5.11 billion (1.1% year-on-year growth, 2.6% beat)
  • Adjusted EPS: $7.69 vs analyst estimates of $7.08 (8.6% beat)
  • Adjusted EBITDA: $1.37 billion vs analyst estimates of $1.34 billion (26% margin, 2% beat)
  • Adjusted EPS guidance for the upcoming financial year 2026 is $28.90 at the midpoint, in line with analyst estimates
  • Operating Margin: 21.3%, up from 20.2% in the same quarter last year
  • Organic Revenue rose 2.1% year on year vs analyst estimates of flat growth (138.8 basis point beat)
  • Market Capitalization: $97.37 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Parker-Hannifin’s Q2 Earnings Call

  • Joseph Alfred Ritchie (Goldman Sachs): Questioned the sequential step-down in Q1 profit guidance. CEO Jennifer Parmentier explained the limited sales growth and higher compensation costs in Q1, but affirmed margin expansion and a record Q1 starting point.
  • Jeffrey Todd Sprague (Vertical Research Partners): Asked about the margin and synergy profile of the Curtis Instruments acquisition. CFO Todd Leombruno confirmed initial margin dilution but projected EPS accretion in the first year and synergy realization over three years.
  • Amit Singh Mehrotra (UBS): Inquired about the balance between pricing and cost reduction in driving margins. Parmentier highlighted continuous improvement efforts, while Leombruno emphasized the flexibility of Parker-Hannifin’s decentralized operating model.
  • Andrew Alec Kaplowitz (Citi): Sought more detail on expected Aerospace growth by market. Parmentier outlined commercial OEM and aftermarket strength, with defense also contributing mid-single-digit gains.
  • Julian C.H. Mitchell (Barclays): Queried whether customers were pulling forward orders due to tariffs and how industrial growth would progress. Parmentier stated there was no evidence of pull-forward and described a gradual, regionally mixed industrial recovery.

Catalysts in Upcoming Quarters

Looking ahead, the StockStory team will be monitoring (1) the pace of industrial recovery in both North America and international markets, (2) execution on the Curtis Instruments acquisition and its integration into the electrification portfolio, and (3) the ability to sustain Aerospace backlog growth and margin expansion. Developments in customer order patterns and progress on restructuring efforts will also be key signposts for Parker-Hannifin’s performance.

Parker-Hannifin currently trades at $761.70, up from $696.43 just before the earnings. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it’s free).

High-Quality Stocks for All Market Conditions

When Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that’s already erased most losses.

Don’t let fear keep you from great opportunities and take a look at Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

More News

View More
General Dynamics Hits New Highs: Why It Might Keep Climbing
Via MarketBeat
Tickers GD
Nike’s Turnaround: If the Shoe Fits, Buy It!
Via MarketBeat
Tickers NKE
NVIDIA Breaks Out to New Highs: What Comes Next?
Via MarketBeat
Topics Economy Stocks World Trade
Tickers CRWV META NVDA
Microsoft Stock Hits Stride in 2025—How Much More Can It Run?
Via MarketBeat
Topics Artificial Intelligence Retirement
Tickers MSFT
How Berkshire's OxyChem Buy Cements Its Long-Term Strength
Via MarketBeat
Tickers BRK BRK-A BRK-B OXY
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.