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Parker-Hannifin Corp (PH) Q2 2021 Earnings Call Transcript

Operator
Ladies and gentlemen, thank you for standing by, and welcome to the Parker Hannifin Corporation s Fiscal 2021 Second Quarter Earnings Conference Call and Webcast. [Operator Instructions] I would now like to hand the conference over to your speaker today, Todd Leombruno, Chief Financial Officer. Thank you. Please go ahead, sir.
Todd M. Leombruno
Chief Financial Officer
Thank you, Gigi, and welcome everyone to our earnings release webcast, This is Todd Leombruno, Chief Financial Officer and joining me today are Chairman and Chief Executive Officer, Tom Williams; and President and Chief Operating Officer, Lee Banks. Today s commentary and the slide presentation will be accessible as an on-demand webcast on our Investor Information website located at phstock.com and will remain available for one year. ....

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Morgan Stanley Research / Aerospace: Weekly Flyby: 2021 Aerospace and Defense Outlook

Posted on
Aerospace: Weekly Flyby: 2021 Aerospace and Defense Outlook
This week marked a busy end to the year, as we published our 2021 Year Ahead outlooks for both Aerospace and Defense. We see Aerospace OE pressured by used inventory, while aftermarket is positioned to outperform. . Defense prioritization should remain the same as the Presidency changes hands.
Top picks include NOC (Defense) and TDG (Aerospace)
Looking forward to 2021, we see Northrop Grumman’s (NOC) portfolio positioning (e.g. Space and Nuclear) providing the company with the most growth potential relative to peers. NOC’s exposure to modernization efforts remains a key priority for the DoD including the B-21 bomber and Ground Based Strategic Deterrent (GBSD). Current valuation is subdued with room for relative improvement and upside for the multiple. In Aerospace, we see high levels of existing aircraft inventory, conservative demand for new aircraft, and continued recovery efforts from ....

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