MIRA INFORM REPORT

 

 

Report No. :

347688

Report Date :

03.11.2015

 

IDENTIFICATION DETAILS

 

Name :

PARKER-HANNIFIN CORPORATION

 

 

Registered Office :

6035 Parkland Blvd, Cleveland, OH 44124

 

 

Country :

United States

 

 

Financials (as on) :

2015

 

 

Date of Incorporation :

31.12.1938

 

 

Legal Form :

Public Company (NYSE = PH)

 

 

Line of Business :

Subject is manufactures motion and control technologies and systems for various mobile, industrial, and aerospace markets worldwide.

 

 

No. of Employee :

55,000

 

 

RATING & COMMENTS

 

MIRA’s Rating :

A

 

RATING

STATUS

PROPOSED CREDIT LINE

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

Fairly Large

 

Status :

Good

 

 

Payment Behaviour :

Regular

 

 

Litigation :

Clear

 

NOTES :

Any query related to this report can be made on e-mail : infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – March 31, 2015

 

Country Name

Previous Rating

(31.12.2014)

Current Rating

(31.03.2015)

United States

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 

UNITED STATES - ECONOMIC OVERVIEW

 

The US has the most technologically powerful economy in the world, with a per capita GDP of $54,800. US firms are at or near the forefront in technological advances, especially in computers, pharmaceuticals, and medical, aerospace, and military equipment; however, their advantage has narrowed since the end of World War II. Based on a comparison of GDP measured at Purchasing Power Parity conversion rates, the US economy in 2014, having stood as the largest in the world for more than a century, slipped into second place behind China, which has more than tripled the US growth rate for each year of the past four decades.

In the US, private individuals and business firms make most of the decisions, and the federal and state governments buy needed goods and services predominantly in the private marketplace. US business firms enjoy greater flexibility than their counterparts in Western Europe and Japan in decisions to expand capital plant, to lay off surplus workers, and to develop new products. At the same time, they face higher barriers to enter their rivals' home markets than foreign firms face entering US markets.

Long-term problems for the US include stagnation of wages for lower-income families, inadequate investment in deteriorating infrastructure, rapidly rising medical and pension costs of an aging population, energy shortages, and sizable current account and budget deficits.

The onrush of technology has been a driving factor in the gradual development of a "two-tier" labor market in which those at the bottom lack the education and the professional/technical skills of those at the top and, more and more, fail to get comparable pay raises, health insurance coverage, and other benefits. But the globalization of trade, and especially the rise of low-wage producers such as China, has put additional downward pressure on wages and upward pressure on the return to capital. Since 1975, practically all the gains in household income have gone to the top 20% of households. Since 1996, dividends and capital gains have grown faster than wages or any other category of after-tax income.

Imported oil accounts for nearly 55% of US consumption and oil has a major impact on the overall health of the economy. Crude oil prices doubled between 2001 and 2006, the year home prices peaked; higher gasoline prices ate into consumers' budgets and many individuals fell behind in their mortgage payments. Oil prices climbed another 50% between 2006 and 2008, and bank foreclosures more than doubled in the same period. Besides dampening the housing market, soaring oil prices caused a drop in the value of the dollar and a deterioration in the US merchandise trade deficit, which peaked at $840 billion in 2008.

The sub-prime mortgage crisis, falling home prices, investment bank failures, tight credit, and the global economic downturn pushed the United States into a recession by mid-2008. GDP contracted until the third quarter of 2009, making this the deepest and longest downturn since the Great Depression. To help stabilize financial markets, the US Congress established a $700 billion Troubled Asset Relief Program (TARP) in October 2008. The government used some of these funds to purchase equity in US banks and industrial corporations, much of which had been returned to the government by early 2011. In January 2009 the US Congress passed and President Barack OBAMA signed a bill providing an additional $787 billion fiscal stimulus to be used over 10 years - two-thirds on additional spending and one-third on tax cuts - to create jobs and to help the economy recover. In 2010 and 2011, the federal budget deficit reached nearly 9% of GDP. In 2012, the federal government reduced the growth of spending and the deficit shrank to 7.6% of GDP.

Wars in Iraq and Afghanistan required major shifts in national resources from civilian to military purposes and contributed to the growth of the budget deficit and public debt. Through 2014, the direct costs of the wars totaled more than $1.5 trillion, according to US Government figures. US revenues from taxes and other sources are lower, as a percentage of GDP, than those of most other countries.

In March 2010, President OBAMA signed into law the Patient Protection and Affordable Care Act, a health insurance reform that was designed to extend coverage to an additional 32 million American citizens by 2016, through private health insurance for the general population and Medicaid for the impoverished. Total spending on health care - public plus private - rose from 9.0% of GDP in 1980 to 17.9% in 2010.

In July 2010, the president signed the DODD-FRANK Wall Street Reform and Consumer Protection Act, a law designed to promote financial stability by protecting consumers from financial abuses, ending taxpayer bailouts of financial firms, dealing with troubled banks that are "too big to fail," and improving accountability and transparency in the financial system - in particular, by requiring certain financial derivatives to be traded in markets that are subject to government regulation and oversight.

In December 2012, the Federal Reserve Board (Fed) announced plans to purchase $85 billion per month of mortgage-backed and Treasury securities in an effort to hold down long-term interest rates, and to keep short term rates near zero until unemployment dropped below 6.5% or inflation rose above 2.5%. In late 2013, the Fed announced that it would begin scaling back long-term bond purchases to $75 billion per month in January 2014 and reduce them further as conditions warranted; the Fed ended the purchases during the summer of 2014. In 2014, the unemployment rate dropped to 6.2%, and continued to fall to 5.5% by mid-2015, the lowest rate of joblessness since before the global recession began; inflation stood at 1.7%, and public debt as a share of GDP continued to decline, following several years of increase.

 

Source : CIA

Company name and address

 

PARKER-HANNIFIN CORPORATION

 

Address:                                   6035 Parkland Blvd, Cleveland, OH 44124 - USA

 

Telephone:                    +1 216-896-3000

 

Fax:                              +1 216-896-4000

 

Website:                                   www.parker.com

 

Corporate ID#:              175441

 

State:                           Ohio

 

Judicial form:                Public Company (NYSE = PH)

 

Date founded:               12-31-1938

 

Stock:                           As of 07-31-2015, 138,418,792 shares issued outstanding

 

Value:                           USD 0.50= par value

 

Name of manager:         Thomas L. WILLIAMS

 

 

ACTIVITIES & OPERATIONS

 

Business:

 

Parker-Hannifin Corporation manufactures motion and control technologies and systems for various mobile, industrial, and aerospace markets worldwide.

Its Industrial segment provides pneumatic and electromechanical components and systems; filters, systems, and instruments to monitor and remove contaminants from fuel, air, oil, water, and other liquids and gases; connectors, which control, transmit, and contain fluid; hydraulic components and systems for builders and users of industrial and mobile machinery and equipment; critical flow components for process instrumentation, healthcare, and ultra-high-purity applications; and static and dynamic sealing devices.

This segment sells its products to original equipment manufacturers and their replacement markets in manufacturing, transportation, and processing industries. The company’s Aerospace segment offers flight control, hydraulic, fuel, fluid conveyance, and engine systems and components for commercial and military airframe and engine programs.

 

It also provides electronics thermal management heat rejection systems, and single-phase and two-phase heat collection systems for radar, ISAR, and power electronics. This segment markets its products directly to original equipment manufacturers and end users in the commercial and military aerospace markets. Its Climate & Industrial Controls segment offers systems and components primarily for use in the mobile and stationary refrigeration, and air conditioning industry; and in fluid control applications in various industries, such as processing, fuel dispensing, beverage dispensing, and mobile emissions. This segment serves original equipment manufacturers and their replacement markets.

The company markets its products through direct-sales employees, independent distributors, and sales representatives.

Parker-Hannifin Corporation was founded in 1918 and is headquartered in Cleveland, Ohio.

 

Office of the Foreign Assets Control (OFAC):

 

The company is not listed on the OFAC list.

The Specially Designated Nationals (SDN) List is a publication of OFAC which lists individuals and organizations with whom United States citizens and permanent residents are prohibited from doing business.

 

EIN:                  34-0451060

 

Staff:                55,000

 

Operations & branches:

 

At the headquarters, we find a large factory, warehouse and office, owned.

 

The Company maintains numerous branches in the U.S. including the one located:

 

30240 Lakeland Blvd

Wickliffe, OH 44092

 

 

SHAREHOLDERS & MANAGERS

 

Shareholders:

 

As of 06-30-2015, 93% of the stock is held by institutional and mutual fund owners including:

 

Capital World Investors

9.22%

Vanguard Group, Inc. (The)

5.99%

Longview Partners (Guernsey) LTD

4.63%

Vulcan Value Partners, LLC

4.63%

State Street Corporation

4.58%

 

Management:

 

Thomas L. WILLIAMS has been the Chief Executive Officer of Parker-Hannifin Corporation since February 1, 2015.

Mr. Williams served as an Executive Vice President at Parker-Hannifin Corporation from August 15, 2008 to February 1, 2015 and served as its an Operating Officer from November 2006 to February 1, 2015. Mr. Williams served as a Senior Vice President of Parker Hannifin Corporation from October 25, 2006 to August 2008; President of Parker Instrumentation Group since March 2005 and Vice President from March 2005 to October 25, 2006.

He served as a Vice President of Operations for the Hydraulics Group at Parker Hannifin Corporation from November 2003 to February 2005.

He joined Parker Hannifin in 2003. Prior to that, he served at General Electric Company from 1981 to 2003 and served a number of key management positions for four different business groups: GE Capital, Aircraft Engines, Lighting and Locomotives. He served as a General Manager of multi-billion dollar businesses of G.E. He served as General Manager of Global Services of GE Transportation Systems from October 2002 to November 2003.

He has been a Director of Chart Industries Inc., since May 20, 2008 and Parker-Hannifin Corporation since January 21, 2015.

He served as General Manager of Global Sourcing and Components of GE Lighting from November 1999 to October 2002.

Mr. Williams holds a B.S. degree in Mechanical Engineering from Bucknell University and an MBA from Xavier University.

 

Lee C. BANKS has been the President and Chief Operating Officer of Parker- Hannifin Corporation since February 1, 2015.

Mr. Banks served as Executive Vice President of Parker-Hannifin Corporation from August 15, 2008 to February 1, 2015 and served as its Operating Officer from November 2006 to February 1, 2015. Mr. Banks served as the President of Worldwide Hydraulics Group of Parker Hannifin Corporation from October 1, 2003 to October 25, 2006. He served as the Vice President of Parker Hannifin Corporation from October 2001 to November 2006, Senior Vice President from November 2006 to August 2008 and its President of the Instrumentation Group from July 2001 to October 1, 2003. He served as the Vice President of Operations for thelimate & Industrial Controls Group at Parker Hannifin Corp. from January  2001 to June 2001; General Manager of the Skinner Valve Division from August 1997 to December 2000; and General Manager of the Fluidex Division from January 1997 to July 1997.

He has been a Director of Parker-Hannifin Corporation since January 21, 2015. Mr. Banks has been an Independent Director at Nordson Corporation since February 2010.

Mr. Banks holds a Bachelor of Arts from Depauw University in economics and MBA from Chicago's Keller Graduate School of Management.

 

Jon P. MARTEN is Vice President and CFO.

 

Subsidiaries &Partnership:      Numerous subsidiaries in the U.S. and worldwide.

 

 

FINANCIALS

 

On attachment:

- 10K 2015 (fiscal year ending July 2015)

 

On October 22, 2015, Parker-Hannifin Corporation announced unaudited consolidated earnings results for the first quarter ended September 30, 2015. For the quarter, the company reported net sales of $2,869,348,000 against $3,269,932,000 a year ago. Income before income taxes was $275,649,000 against $396,635,000 a year ago. Total segment operating income was $416,046,000 against $519,390,000 a year ago. Net income attributable to common shareholders was $194,978,000 against $280,089,000 a year ago. Diluted earnings per share was $1.41 against $1.85 a year ago. Adjusted earnings per diluted share was $1.52 against $1.89 a year ago. Adjusted segment operating income $437,834,000. Net cash provided by operating activities was $4,968,000 against $260,874,000 a year ago. Capital expenditures was $38,681,000 against $54,709,000 a year ago.

For the fiscal year ending June 30, 2016, the company has revised earnings guidance for earnings from continuing operations to the range of $5.30 to $5.90 per share, or $5.80 to $6.40 per share on an adjusted basis.

Fiscal year 2016 guidance is adjusted for expected business realignment expenses of approximately $0.50 per share, of which $0.30 per share relates to the company’s simplification initiatives.

Full year tax rate is projected to be 29%.

 

Banks:  JP Morgan Chase Bank

           

 

LEGAL FILINGS

 

Legal filings & complaints:      Several cases pending in various Courts

 

Secured debts summary (UCC):   Several

 

 

COMPANY CREDIT HISTORY

 

Trade references:

 

Date reported:               October 2015

High credit:                   USD 200,000

Now owing:                   0

Past due:                      0

Last purchase:              September 2015

Line of business:           Office supply

Paying status:               On terms

 

Date reported:               October 2015

High credit:                   USD 60,000,000+

Now owing:                   0

Past due:                      0

Last purchase:              September 2015

Line of business:           Payroll

Paying status:               As agreed

 

Date reported:               October 2015

High credit:                   USD 12,000

Now owing:                   0

Past due:                      0

Last purchase:              September 2015

Line of business:           Telecommunications

Paying status:               On terms

 

Domestic credit history:

 

National Credit Bureaus gave a satisfying credit rating.

 

According to our credit analysts, during the last 6 months, domestic payments were made on due date.

 

International credit history:

 

Payments of imports are currently on days beyond terms.

 

Other comments:

 

The Company maintains a regular business.

The Company is in good standing.

This means that all local and federal taxes were paid on due date.

The risk is low.

 

Our opinion:

 

A business connection may be conducted.

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.65.48

UK Pound

1

Rs.101.06

Euro

1

Rs.72.22

 

INFORMATION DETAILS

 

Analysis Done by :

DIV

 

 

Report Prepared by :

ASH

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

--

NB

                                       New Business

 

--

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                  Payment record (10%)

Credit history (10%)                   Market trend (10%)                                Operational size (10%)

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.