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Brett Lindsey

Research Analyst at Mizuho

Brett Lindsey is an analyst with specialized expertise in the consumer sector, having started his career as an analyst at Robert W. Baird & Co. in the firm's Consumer Investment Banking Group. He has provided coverage for leading consumer companies, delivering diligent analytical insights and achieving recognition for his success rates and performance outcomes. Lindsey's career timeline includes his foundational experience at Baird prior to transitioning into investment roles at other firms, with demonstrated capabilities in complex financial analysis. He holds a bachelor's degree and maintains professional credentials in investment banking, including relevant industry certifications.

Brett Lindsey's questions to Parker-Hannifin (PH) leadership

Question · Q1 2026

Brett Lindsey with Mizuho asked if the gradual recovery in construction was predominantly driven by MRO or if OEM load-in was also contributing. He also questioned if the company's adjusted operating margin reaching the 2029 target three years early meant this year was a new bouncing-off point, or if mix or discretionary costs might revert.

Answer

Chairman and CEO Jennifer Parmentier confirmed that the construction recovery is seeing contributions from both MRO and OEMs. Regarding the operating margin, she expressed pleasure with the Q1 accomplishment and increased organic growth forecast, but noted that some markets still need to recover. She emphasized that the FY2029 targets encompass five goals, not just operating margin, and the company is focused on achieving all of them.

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