10-QPeriod: Q3 FY2014

Parker-Hannifin Corp Quarterly Report for Q3 Ended Mar 31, 2014

Filed May 6, 2014For Securities:PH

Summary

Parker-Hannifin Corporation's (PH) 10-Q filing for the period ending March 31, 2014, shows a slight increase in net sales for the third quarter compared to the prior year, reaching $3.36 billion from $3.31 billion. However, net income attributable to common shareholders saw a decrease to $242.4 million from $256.6 million in the same quarter of the previous year. For the first nine months of fiscal year 2014, net sales were $9.69 billion, up from $9.59 billion in the prior year, while net income attributable to common shareholders increased to $740.0 million from $677.3 million. A significant event impacting the nine-month results was a non-cash impairment charge of $140.3 million related to goodwill and an additional $43.7 million impairment for intangible assets within the Worldwide Energy Products Division. Conversely, the company recognized a substantial pre-tax gain of $413 million from the deconsolidation of a subsidiary through a joint venture with GE Aviation. These events, along with ongoing business realignment charges, particularly in the Diversified Industrial segment, contributed to a more complex financial picture. The company reported a strong cash flow from operations of $817.5 million for the nine-month period, an improvement from $718.8 million in the prior year, bolstered by effective working capital management. The balance sheet remains robust with total assets of $13.1 billion and shareholders' equity of $6.45 billion. Management is focused on strategic growth opportunities in key sectors and maintaining financial strength, reflected in a decreasing debt-to-equity ratio.

Financial Statements
Beta

Key Highlights

  • 1Third quarter net sales increased slightly to $3.36 billion, while nine-month sales grew to $9.69 billion.
  • 2Net income attributable to common shareholders decreased by 5.5% to $242.4 million for the third quarter, but increased by 9.3% to $740.0 million for the nine-month period.
  • 3A significant non-cash goodwill impairment charge of $140.3 million and an intangible asset impairment of $43.7 million were recorded in the nine-month period related to the Worldwide Energy Products Division.
  • 4The company recognized a substantial $413 million pre-tax gain from the deconsolidation of a subsidiary through a joint venture with GE Aviation.
  • 5Cash flow from operating activities improved significantly, reaching $817.5 million for the nine-month period, up from $718.8 million in the prior year.
  • 6The Diversified Industrial segment, comprising North America and International operations, remains the largest revenue generator, though international operating margins declined due to realignment charges.
  • 7The company reported a decreasing debt-to-debt shareholders' equity ratio, ending the period at 28.6%, indicating a strengthening balance sheet.

Frequently Asked Questions