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Nicole DiBlasi

Managing Director and Senior Equity Analyst at Deutsche Bank

Nicole DeBlase is a Managing Director and Senior Equity Analyst at Deutsche Bank, specializing in US multi-industry and machinery sectors within industrials. She covers leading industrial companies such as Caterpillar, Deere & Company, Carrier Global, and Lennox, and holds a performance track record highlighted by a 67.2% success rate and an average return of 21.65% on stock recommendations, with an impressive price target met ratio of 79.6%. DeBlase began her analyst career in the late 2000s, with previous roles at Morgan Stanley as Executive Director before joining Deutsche Bank, where she now leads coverage of over 40 industrial companies. She is a FINRA-registered securities professional, demonstrating strong industry credentials and a reputation as a 5-star analyst.

Nicole DiBlasi's questions to Parker-Hannifin (PH) leadership

Question · Q1 2026

Nicole DiBlasi with Deutsche Bank asked about the impressive aerospace margin performance in Q1, questioning if the forecasted step down for the rest of the year was due to the mix of spare shipments. She also inquired if the incremental margin stepping up to 40% could be a new norm for Parker, given the previous long-term target of 35%.

Answer

Chairman and CEO Jennifer Parmentier confirmed that the difficulty in forecasting spares is the biggest reason for the anticipated step down in aerospace margins from the Q1 record, noting Q2 margins are still forecasted at a strong 29.1%. Executive Vice President and CFO Todd Leombruno expressed satisfaction with the 40% incrementals but stated that while impressive, the company still models 30-35% for its teams, as it varies with the cycle, and is not ready to change that guidance yet.

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