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Nigel Kelly

Managing Director and Senior Research Analyst at Wolfe Research

Nigel Coe is a Managing Director and Senior Research Analyst at Wolfe Research, specializing in multi-industry coverage with a primary focus on industrial and capital goods companies such as General Electric, Raytheon Technologies, and Parker-Hannifin. Renowned for his detailed sector analysis and incisive financial modeling, Coe has built a robust reputation for accuracy in his stock recommendations, contributing to top-quartile performance metrics and strong investor returns. Having joined Wolfe Research after holding senior analyst roles at prominent Wall Street firms, he brings decades of expertise dating back to the early 2000s, with significant prior experience at Morgan Stanley and UBS. Coe holds active FINRA registration, including Series 7, 63, 86, and 87 licenses, and is recognized for his influential industry research and frequent participation in investor and corporate events.

Nigel Kelly's questions to Parker-Hannifin (PH) leadership

Question · Q1 2026

Nigel Kelly with Wolfe Research asked for a breakdown of aerospace margins between legacy Parker and Meggitt to assess further operationalization runway for Meggitt. He also inquired about the criteria for breaking out Powergen as a separate reportable subsegment, given its growing size, and sought more color on its specific exposures.

Answer

Executive Vice President and CFO Todd Leombruno stated that the Meggitt integration has been so successful that it's hard to differentiate between legacy Parker and Meggitt margins, as synergies were realized across the entire Parker Aerospace group. Chairman and CEO Jennifer Parmentier explained that the company doesn't use market vertical percentages to determine subsegments and has no immediate plans to break out Powergen, which is part of the broader energy market, but remains bullish on its future. She suggested following up with Jeff for more detailed exposure information.

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