{"slug":"parker-hannifin","name":"파커하니핀","name_en":"Parker-Hannifin Corporation","ticker":"PH","updated_at":"2026-09-11T13:41:27.333485+00:00","canonical":"https://valuechain.wiki/parker-hannifin","citable":"밸류체인 그래프 기준 파커하니핀의 직접 연결 기업은 3곳(관계 기준 공급 1·매출 2)이고, 사슬을 2차까지 넓히면 48곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-11 기준).","citable_en":"Per the valuechain.wiki graph, Parker-Hannifin Corporation is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 48 companies within two hops; the links are backed by 8 dated sources, 2 of them primary filings (as of 2026-09-11).","kicker":"모션·제어 시스템 기업","kicker_en":"Motion and control systems","lead":"파커하니핀은 산업장비 OEM과 유통망, 항공기 제조사와 운영사에 모션·제어 부품 및 시스템을 판매한다. 생산에는 전자부품, 특수합금, 필터 소재 같은 핵심 투입재와 외부 소프트웨어를 쓰며, 전동화와 여과 역량은 인수로 보강한다.","lead_en":"Parker-Hannifin sells motion and control components and systems to industrial OEMs and distributors as well as aircraft manufacturers and operators. It buys critical inputs such as electronics, specialty alloys and filtration media, uses external software, and expands its electrification and filtration capabilities through acquisitions.","categories":[{"key":"motion-control-components","ko":"모션제어·정밀구동","en":"Motion Control & Precision Drives","theme":"industrial-automation","theme_ko":"산업자동화·로봇","theme_en":"Industrial Automation & Robotics","theme_kind":"chain","primary":true}],"segments":{"parts":[{"name":"다각화 산업","note":"FY2026 순매출 144억3800만달러, 연결 매출의 67%"},{"name":"항공우주 시스템","note":"FY2026 순매출 70억6100만달러, 연결 매출의 33%"}],"total":"FY2026 순매출 214억9900만달러","track":"C"},"segments_en":{"parts":[{"name":"Diversified Industrial","note":"FY2026 net sales of $14.438 billion, 67% of consolidated sales"},{"name":"Aerospace Systems","note":"FY2026 net sales of $7.061 billion, 33% of consolidated sales"}],"total":"FY2026 net sales: $21.499 billion"},"returns_yearly":{"2021":18.3,"2022":-6.9,"2023":60.8,"2024":39.6,"2025":39.5,"2026":10.2},"return_asof":"2026-10-09","value_chain":{"leading":[{"slug":"amd","name":"AMD","name_en":"AMD","tier":3,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":183.9}},{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","tier":3,"returns_yearly":{"2021":27.8,"2022":-26.6,"2023":52.9,"2024":58.3,"2025":24.9,"2026":168.1}},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":3,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":163.4}},{"slug":"intel","name":"Intel","name_en":"Intel","tier":3,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":159.6}},{"slug":"fortinet","name":"포티넷","name_en":"Fortinet","tier":3,"returns_yearly":{"2021":142,"2022":-32,"2023":19.7,"2024":61.4,"2025":-16,"2026":145.2}},{"slug":"global-unichip","name":"Global Unichip","name_en":"Global Unichip","tier":3,"returns_yearly":{"2021":21.4,"2022":67.6,"2023":99.4,"2024":-13.7,"2025":101.4,"2026":122.8}},{"slug":"astera-labs","name":"Astera Labs","name_en":"Astera Labs","tier":3,"returns_yearly":{"2025":25.6,"2026":105.7}},{"slug":"cisco","name":"Cisco","name_en":"Cisco","tier":3,"returns_yearly":{"2021":45.8,"2022":-22.5,"2023":9.3,"2024":21,"2025":33.5,"2026":56.5}},{"slug":"texas-instruments","name":"텍사스인스트루먼트","name_en":"Texas Instruments","tier":3,"returns_yearly":{"2021":17.5,"2022":-9.9,"2023":6.4,"2024":13.1,"2025":-4.5,"2026":51.5}},{"slug":"analog-devices","name":"Analog Devices","name_en":"Analog Devices","tier":3,"returns_yearly":{"2021":21,"2022":-4.9,"2023":23.4,"2024":8.8,"2025":29.8,"2026":51.1}},{"slug":"pure-storage","name":"에버퓨어 (구 퓨어스토리지)","name_en":"Everpure (formerly Pure Storage)","tier":3,"returns_yearly":{"2021":44,"2022":-17.8,"2023":33.3,"2024":72.3,"2025":9.1,"2026":48.5}},{"slug":"realtek","name":"리얼텍","name_en":"Realtek","tier":3,"returns_yearly":{"2021":19.6,"2022":-33.8,"2023":56.2,"2024":19.1,"2025":-6.4,"2026":47.5}},{"slug":"alchip","name":"알칩","name_en":"Alchip Technologies","tier":3,"returns_yearly":{"2021":14.3,"2022":-8.7,"2023":365.1,"2024":-18.9,"2025":0.8,"2026":40.1}},{"slug":"renesas","name":"르네사스","name_en":"Renesas Electronics","tier":3,"returns_yearly":{"2021":8.2,"2022":2.4,"2023":88,"2024":-13.6,"2025":23.8,"2026":39.8}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":3,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":23.2}},{"slug":"credo","name":"크레도","name_en":"Credo Technology","tier":3,"returns_yearly":{"2023":46.3,"2024":245.2,"2025":114.1,"2026":18.5}},{"slug":"microchip","name":"Microchip","name_en":"Microchip Technology","tier":3,"returns_yearly":{"2021":27.5,"2022":-18,"2023":30.9,"2024":-35,"2025":14.6,"2026":18.4}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":3,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":18}},{"slug":"sk-telecom","name":"SK텔레콤","name_en":"SK Telecom","tier":3,"returns_yearly":{"2021":7.9,"2022":-12,"2023":15.8,"2024":15.5,"2025":37.5,"2026":18}},{"slug":"motorola-solutions","name":"모토로라 솔루션스","name_en":"Motorola Solutions, Inc.","tier":3,"returns_yearly":{"2021":61.9,"2022":-3.8,"2023":23,"2024":49.1,"2025":-16.2,"2026":16.8}},{"slug":"jpmorgan-chase","name":"JPMorgan Chase","name_en":"JPMorgan Chase","tier":3,"returns_yearly":{"2021":27.7,"2022":-12.6,"2023":30.6,"2024":44.3,"2025":37.3,"2026":12.9}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"sony-semiconductor","name":"소니 반도체","name_en":"Sony Semiconductor Solutions","tier":3,"returns_yearly":{"2021":27.2,"2022":-8.4,"2023":27.8,"2024":17.9,"2025":1,"2026":11.4}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":8.3}},{"slug":"nxp","name":"NXP반도체","name_en":"NXP Semiconductors","tier":3,"returns_yearly":{"2021":44.8,"2022":-29.2,"2023":48.4,"2024":-8,"2025":6.4,"2026":5.9}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":3,"returns_yearly":{"2021":56.5,"2022":-13.3,"2023":104.2,"2024":110.5,"2025":50.6,"2026":5}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":3,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":4}},{"slug":"montage","name":"Montage Technology","name_en":"Montage Technology","tier":3,"returns_yearly":{"2021":-18.2,"2022":-21.8,"2023":-18,"2024":51.4,"2025":169,"2026":3.4}},{"slug":"general-motors","name":"제너럴 모터스","name_en":"General Motors","tier":3,"returns_yearly":{"2021":40.8,"2022":-42.4,"2023":7.9,"2024":49.8,"2025":54.2,"2026":2.4}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":3,"returns_yearly":{"2021":22.3,"2022":-38.6,"2023":35.1,"2024":8.3,"2025":13.8,"2026":0.2}},{"slug":"ambarella","name":"Ambarella","name_en":"Ambarella","tier":3,"returns_yearly":{"2021":121,"2022":-59.5,"2023":-25.5,"2024":18.7,"2025":-2.6,"2026":-4.8}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":-6.4}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":3,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-12.8}},{"slug":"tesla","name":"Tesla","name_en":"Tesla","tier":3,"returns_yearly":{"2021":49.8,"2022":-65,"2023":101.7,"2024":62.5,"2025":11.4,"2026":-14.9}},{"slug":"american-express","name":"아메리칸 익스프레스","name_en":"American Express","tier":3,"returns_yearly":{"2021":36.9,"2022":-8.5,"2023":28.7,"2024":60.3,"2025":26,"2026":-15.8}},{"slug":"mobileye","name":"Mobileye","name_en":"Mobileye","tier":3,"returns_yearly":{"2023":23.6,"2024":-54,"2025":-47.6,"2026":-18}},{"slug":"xiaomi","name":"샤오미","name_en":"Xiaomi","tier":3,"returns_yearly":{"2021":-43.9,"2022":-21.1,"2023":-4.6,"2024":209.7,"2025":-6.9,"2026":-19.9}},{"slug":"ibm","name":"IBM","name_en":"IBM","tier":3,"returns_yearly":{"2021":16.7,"2022":10.6,"2023":21.8,"2024":39.3,"2025":38.2,"2026":-21.8}},{"slug":"hyundai-motor-company","name":"현대차","name_en":"Hyundai Motor Company","tier":3,"returns_yearly":{"2021":-16.7,"2022":-4.7,"2023":16.2,"2024":12.3,"2025":158.8,"2026":-34.2}},{"slug":"will-semiconductor","name":"웨이얼반도체(윌세미)","name_en":"Will Semiconductor","tier":3,"returns_yearly":{"2021":-12.1,"2022":-49.7,"2023":-8.3,"2024":22.8,"2025":15.5,"2026":-34.6}},{"slug":"cerebras","name":"Cerebras","name_en":"Cerebras Systems","tier":3,"returns_yearly":null},{"slug":"sandisk","name":"샌디스크","name_en":"SanDisk","tier":2,"returns_yearly":{"2026":633}},{"slug":"micron","name":"Micron Technology","name_en":"Micron Technology","tier":2,"returns_yearly":{"2021":24.2,"2022":-45.9,"2023":71.9,"2024":-1,"2025":240.2,"2026":256.4}},{"slug":"umc","name":"UMC","name_en":"United Microelectronics (UMC)","tier":2,"returns_yearly":{"2021":43.2,"2022":-40.3,"2023":39.2,"2024":-19,"2025":28.8,"2026":197.3}},{"slug":"kioxia","name":"키옥시아","name_en":"Kioxia","tier":2,"returns_yearly":{"2025":1082.1,"2026":155}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":2,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":85.3}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":2,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":63.8}},{"slug":"nanya-tech","name":"Nanya Technology","name_en":"Nanya Technology","tier":2,"returns_yearly":{"2021":-8.3,"2022":-14.2,"2023":22.5,"2024":-56.2,"2025":984.7,"2026":63.5}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":2,"returns_yearly":{"2021":12.1,"2022":-36.7,"2023":42.3,"2024":92.6,"2025":55.9,"2026":50.3}},{"slug":"globalfoundries","name":"글로벌파운드리","name_en":"GlobalFoundries","tier":2,"returns_yearly":{"2022":-17.1,"2023":12.5,"2024":-29.2,"2025":-18.6,"2026":29.7}},{"slug":"delta-air-lines","name":"델타항공","name_en":"Delta Air Lines","tier":2,"returns_yearly":{"2021":-2.8,"2022":-15.9,"2023":23,"2024":52,"2025":16.1,"2026":19.3}},{"slug":"voyager-technologies","name":"보이저 테크놀로지스","name_en":"Voyager Technologies","tier":2,"returns_yearly":{"2026":4.3}},{"slug":"united-airlines-holdings","name":"유나이티드항공","name_en":"United Airlines Holdings, Inc.","tier":2,"returns_yearly":{"2021":1.2,"2022":-13.9,"2023":9.4,"2024":135.3,"2025":15.2,"2026":-3.9}},{"slug":"hua-hong","name":"Hua Hong","name_en":"Hua Hong Semiconductor","tier":2,"returns_yearly":{"2021":-19.8,"2022":-19.5,"2023":-53,"2024":61.6,"2025":412.1,"2026":-5.8}},{"slug":"eutelsat","name":"유텔샛","name_en":"Eutelsat Group","tier":2,"returns_yearly":{"2021":17.8,"2022":-30.7,"2023":-51.8,"2024":-48.9,"2025":32.1,"2026":-21.7}},{"slug":"asml","name":"ASML","name_en":"ASML","tier":1,"returns_yearly":{"2021":64.1,"2022":-30.5,"2023":39.9,"2024":-7.7,"2025":55.8,"2026":61.1}},{"slug":"airbus","name":"에어버스","name_en":"Airbus","tier":1,"returns_yearly":{"2021":34.8,"2022":3.9,"2023":30.5,"2024":15,"2025":18.3,"2026":4.8}}],"benefiting":[{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":1,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":4}},{"slug":"seagate","name":"Seagate","name_en":"Seagate Technology","tier":2,"returns_yearly":{"2021":87.5,"2022":-51.4,"2023":69.1,"2024":4.1,"2025":225.3,"2026":209.1}},{"slug":"amd","name":"AMD","name_en":"AMD","tier":2,"returns_yearly":{"2021":56.9,"2022":-55,"2023":127.6,"2024":-18.1,"2025":77.3,"2026":183.9}},{"slug":"marvell","name":"Marvell","name_en":"Marvell","tier":2,"returns_yearly":{"2021":84.6,"2022":-57.5,"2023":63.7,"2024":83.8,"2025":-22.8,"2026":163.4}},{"slug":"intel","name":"Intel","name_en":"Intel","tier":2,"returns_yearly":{"2021":6.1,"2022":-46.6,"2023":94.6,"2024":-59.6,"2025":84,"2026":159.6}},{"slug":"western-digital","name":"Western Digital","name_en":"Western Digital","tier":2,"returns_yearly":{"2021":17.7,"2022":-51.6,"2023":66,"2024":13.9,"2025":283.7,"2026":130.9}},{"slug":"astera-labs","name":"Astera Labs","name_en":"Astera Labs","tier":2,"returns_yearly":{"2025":25.6,"2026":105.7}},{"slug":"wiwynn","name":"Wiwynn","name_en":"Wiwynn","tier":2,"returns_yearly":{"2021":24.7,"2022":-22.3,"2023":206.4,"2024":3.5,"2025":64.4,"2026":92.3}},{"slug":"vertiv","name":"Vertiv","name_en":"Vertiv","tier":2,"returns_yearly":{"2021":33.8,"2022":-45.3,"2023":251.8,"2024":136.8,"2025":42.8,"2026":73.2}},{"slug":"ge-vernova","name":"GE Vernova","name_en":"GE Vernova","tier":2,"returns_yearly":{"2025":99,"2026":54}},{"slug":"occidental-petroleum","name":"옥시덴탈 페트롤리엄","name_en":"Occidental Petroleum","tier":2,"returns_yearly":{"2021":67.7,"2022":119.1,"2023":-4.1,"2024":-15.9,"2025":-14.9,"2026":48.2}},{"slug":"arista","name":"Arista Networks","name_en":"Arista Networks","tier":2,"returns_yearly":{"2021":97.9,"2022":-15.6,"2023":94.1,"2024":87.7,"2025":18.5,"2026":47.9}},{"slug":"super-micro","name":"Super Micro","name_en":"Super Micro","tier":2,"returns_yearly":{"2021":38.8,"2022":86.8,"2023":246.2,"2024":7.2,"2025":-4,"2026":43}},{"slug":"caterpillar","name":"Caterpillar","name_en":"Caterpillar","tier":2,"returns_yearly":{"2021":16,"2022":18.6,"2023":25.9,"2024":24.7,"2025":60.3,"2026":40.6}},{"slug":"ciena","name":"Ciena","name_en":"Ciena","tier":2,"returns_yearly":{"2021":45.6,"2022":-33.8,"2023":-11.7,"2024":88.4,"2025":175.8,"2026":37.3}},{"slug":"equinix","name":"Equinix","name_en":"Equinix","tier":2,"returns_yearly":{"2021":20.3,"2022":-21.1,"2023":25.4,"2024":19.5,"2025":-16.9,"2026":37.3}},{"slug":"eaton","name":"Eaton","name_en":"Eaton","tier":2,"returns_yearly":{"2021":46.7,"2022":-7.2,"2023":56.2,"2024":39.5,"2025":-2.8,"2026":36}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":2,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":23.2}},{"slug":"quanta","name":"Quanta","name_en":"Quanta Computer","tier":2,"returns_yearly":{"2021":22.2,"2022":-12.8,"2023":254.5,"2024":12.7,"2025":8.9,"2026":21.2}},{"slug":"credo","name":"크레도","name_en":"Credo Technology","tier":2,"returns_yearly":{"2023":46.3,"2024":245.2,"2025":114.1,"2026":18.5}},{"slug":"iren","name":"IREN","name_en":"IREN","tier":2,"returns_yearly":{"2022":-92.3,"2023":472,"2024":37.3,"2025":284.6,"2026":18.3}},{"slug":"foxconn","name":"Foxconn","name_en":"Foxconn (Hon Hai)","tier":2,"returns_yearly":{"2021":-5.1,"2022":2.8,"2023":7.8,"2024":80.1,"2025":26.9,"2026":16.3}},{"slug":"schneider-electric","name":"Schneider Electric","name_en":"Schneider Electric","tier":2,"returns_yearly":{"2021":25.9,"2022":1.6,"2023":25.8,"2024":36.1,"2025":0.5,"2026":11.7}},{"slug":"cummins","name":"Cummins","name_en":"Cummins","tier":2,"returns_yearly":{"2021":-1.7,"2022":14.1,"2023":1.7,"2024":48.9,"2025":49.4,"2026":11}},{"slug":"automatic-data-processing","name":"오토매틱 데이터 프로세싱","name_en":"Automatic Data Processing, Inc.","tier":2,"returns_yearly":{"2021":42.6,"2022":-1.3,"2023":-0.2,"2024":28.4,"2025":-10.2,"2026":9.6}},{"slug":"3m","name":"3M","name_en":"3M Company","tier":2,"returns_yearly":{"2021":4.9,"2022":-29.6,"2023":-3.3,"2024":46.1,"2025":26.4,"2026":6.8}},{"slug":"expedia-group","name":"익스피디아 그룹","name_en":"Expedia Group, Inc.","tier":2,"returns_yearly":{"2021":36.5,"2022":-51.5,"2023":73.3,"2024":22.8,"2025":53.3,"2026":5.8}},{"slug":"wec-energy-group","name":"WEC 에너지 그룹","name_en":"WEC Energy Group","tier":2,"returns_yearly":{"2021":8.7,"2022":-0.5,"2023":-7,"2024":16.1,"2025":16,"2026":3.1}},{"slug":"brookfield","name":"Brookfield","name_en":"Brookfield Asset Management Ltd.","tier":2,"returns_yearly":{"2023":45.6,"2024":39.7,"2025":-0.2,"2026":-9.7}},{"slug":"ionq","name":"IonQ","name_en":"IonQ","tier":2,"returns_yearly":{"2022":-79.3,"2023":259.1,"2024":237.1,"2025":7.4,"2026":-11.9}},{"slug":"constellation-energy","name":"Constellation Energy","name_en":"Constellation Energy","tier":2,"returns_yearly":{"2023":37.2,"2024":92.7,"2025":58.8,"2026":-15.3}},{"slug":"take-two-interactive","name":"테이크투 인터랙티브","name_en":"Take-Two Interactive Software, Inc.","tier":2,"returns_yearly":{"2021":-14.5,"2022":-41.4,"2023":54.6,"2024":14.4,"2025":39.1,"2026":-16.6}},{"slug":"at-s","name":"AT&S","name_en":"AT&S","tier":3,"returns_yearly":{"2021":57.5,"2022":-22,"2023":-27.6,"2024":-41.3,"2025":188.9,"2026":464.3}},{"slug":"samsung-electro-mechanics","name":"삼성전기","name_en":"Samsung Electro-Mechanics","tier":3,"returns_yearly":{"2021":-11.8,"2022":-18.5,"2023":-1.4,"2024":-2.5,"2025":110,"2026":402.2}},{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":320.2}},{"slug":"nanya-pcb","name":"난야PCB","name_en":"Nan Ya PCB","tier":3,"returns_yearly":{"2021":110.6,"2022":-46.7,"2023":-0.5,"2024":-38.3,"2025":188.2,"2026":280.5}},{"slug":"micron","name":"Micron Technology","name_en":"Micron Technology","tier":3,"returns_yearly":{"2021":24.2,"2022":-45.9,"2023":71.9,"2024":-1,"2025":240.2,"2026":256.4}},{"slug":"unimicron","name":"유니마이크론","name_en":"Unimicron","tier":3,"returns_yearly":{"2021":133.5,"2022":-30.2,"2023":35.2,"2024":-19.7,"2025":175.7,"2026":236.2}},{"slug":"ase","name":"ASE테크놀로지","name_en":"ASE Technology","tier":3,"returns_yearly":{"2021":38.3,"2022":-12.8,"2023":60.9,"2024":10.1,"2025":65.6,"2026":191.3}},{"slug":"bloom-energy","name":"Bloom Energy","name_en":"Bloom Energy","tier":3,"returns_yearly":{"2021":-23.5,"2022":-12.8,"2023":-22.6,"2024":50.1,"2025":291.2,"2026":191}},{"slug":"simmtech","name":"심텍","name_en":"Simmtech","tier":3,"returns_yearly":{"2021":119.6,"2022":-34.6,"2023":12.4,"2024":-63.3,"2025":392.9,"2026":185.6}},{"slug":"nebius","name":"Nebius","name_en":"Nebius Group","tier":3,"returns_yearly":{"2025":202.2,"2026":170.5}},{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","tier":3,"returns_yearly":{"2021":27.8,"2022":-26.6,"2023":52.9,"2024":58.3,"2025":24.9,"2026":168.1}},{"slug":"kioxia","name":"키옥시아","name_en":"Kioxia","tier":3,"returns_yearly":{"2025":1082.1,"2026":155}},{"slug":"ibiden","name":"Ibiden","name_en":"Ibiden","tier":3,"returns_yearly":{"2021":30.4,"2022":-19.6,"2023":51.6,"2024":-38.6,"2025":261,"2026":149.3}},{"slug":"arm","name":"Arm Holdings","name_en":"Arm Holdings","tier":3,"returns_yearly":{"2024":64.2,"2025":-11.4,"2026":143.6}},{"slug":"lumentum","name":"Lumentum","name_en":"Lumentum","tier":3,"returns_yearly":{"2021":11.6,"2022":-50.7,"2023":0.5,"2024":60.1,"2025":339.1,"2026":139.1}},{"slug":"lg-innotek","name":"LG이노텍","name_en":"LG Innotek","tier":3,"returns_yearly":{"2021":78.2,"2022":-22,"2023":-28.8,"2024":-22.1,"2025":66.8,"2026":134.8}},{"slug":"murata","name":"Murata","name_en":"Murata Manufacturing","tier":3,"returns_yearly":{"2021":-14,"2022":-11.7,"2023":24.7,"2024":-16.5,"2025":29.9,"2026":131.5}},{"slug":"sumco","name":"섬코","name_en":"SUMCO Corporation","tier":3,"returns_yearly":{"2021":-4.3,"2022":-3.9,"2023":21.3,"2024":-48.1,"2025":41.7,"2026":112.8}},{"slug":"psk-inc","name":"피에스케이","name_en":"PSK Inc","tier":3,"returns_yearly":{"2021":22.7,"2022":-19.6,"2023":14.2,"2024":-2.6,"2025":228.2,"2026":105.7}},{"slug":"globalwafers","name":"GlobalWafers","name_en":"GlobalWafers","tier":3,"returns_yearly":{"2021":26.9,"2022":-29.9,"2023":14.3,"2024":-39,"2025":48.9,"2026":98.1}},{"slug":"applied-materials","name":"어플라이드 머티어리얼즈","name_en":"Applied Materials","tier":3,"returns_yearly":{"2021":83.6,"2022":-37.5,"2023":68,"2024":1.1,"2025":59.6,"2026":98}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":3,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":85.3}},{"slug":"teradyne","name":"Teradyne","name_en":"Teradyne","tier":3,"returns_yearly":{"2021":36.8,"2022":-46.3,"2023":24.8,"2024":16.5,"2025":54.4,"2026":84.6}},{"slug":"corning","name":"Corning","name_en":"Corning","tier":3,"returns_yearly":{"2021":5.9,"2022":-11.6,"2023":-1.2,"2024":60.6,"2025":87.8,"2026":77.2}},{"slug":"coherent","name":"Coherent","name_en":"Coherent","tier":3,"returns_yearly":{"2021":-10,"2022":-48.6,"2023":24,"2024":117.6,"2025":94.8,"2026":69.4}},{"slug":"entegris","name":"Entegris","name_en":"Entegris","tier":3,"returns_yearly":{"2021":44.6,"2022":-52.5,"2023":83.5,"2024":-17.1,"2025":-14.6,"2026":65.1}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung Electronics","tier":3,"returns_yearly":{"2021":-9,"2022":-14.2,"2023":20.9,"2024":-26.4,"2025":212.9,"2026":63.8}},{"slug":"delta-electronics","name":"Delta Electronics","name_en":"Delta Electronics","tier":3,"returns_yearly":{"2021":-3.4,"2022":10.4,"2023":-0.3,"2024":59.2,"2025":183.8,"2026":61.9}},{"slug":"asml","name":"ASML","name_en":"ASML","tier":3,"returns_yearly":{"2021":64.1,"2022":-30.5,"2023":39.9,"2024":-7.7,"2025":55.8,"2026":61.1}},{"slug":"keysight","name":"Keysight","name_en":"Keysight Technologies","tier":3,"returns_yearly":{"2021":56.3,"2022":-17.2,"2023":-7,"2024":1,"2025":26.5,"2026":61}},{"slug":"tokyo-electron","name":"도쿄일렉트론","name_en":"Tokyo Electron (TEL)","tier":3,"returns_yearly":{"2021":40.4,"2022":-14.5,"2023":89.8,"2024":-4.4,"2025":61.6,"2026":57.4}},{"slug":"nucor","name":"뉴코","name_en":"Nucor Corporation","tier":3,"returns_yearly":{"2021":118.4,"2022":17.4,"2023":33.8,"2024":-32,"2025":42,"2026":54.7}},{"slug":"monolithic-power","name":"Monolithic Power","name_en":"Monolithic Power","tier":3,"returns_yearly":{"2021":35.5,"2022":-27.8,"2023":79.8,"2024":-5.6,"2025":54.5,"2026":53.7}},{"slug":"kla","name":"KLA","name_en":"KLA","tier":3,"returns_yearly":{"2021":68,"2022":-11.2,"2023":56,"2024":9.4,"2025":94.5,"2026":53.3}},{"slug":"analog-devices","name":"Analog Devices","name_en":"Analog Devices","tier":3,"returns_yearly":{"2021":21,"2022":-4.9,"2023":23.4,"2024":8.8,"2025":29.8,"2026":51.1}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":3,"returns_yearly":{"2021":12.1,"2022":-36.7,"2023":42.3,"2024":92.6,"2025":55.9,"2026":50.3}},{"slug":"wistron","name":"위스트론","name_en":"Wistron","tier":3,"returns_yearly":{"2021":7.9,"2022":9.7,"2023":272.7,"2024":-1.6,"2025":22.7,"2026":49.7}},{"slug":"sumitomo-electric","name":"Sumitomo Electric","name_en":"Sumitomo Electric","tier":3,"returns_yearly":{"2021":11.4,"2022":6.3,"2023":30.8,"2024":52.9,"2025":139,"2026":43.2}},{"slug":"hpsp","name":"HPSP","name_en":"HPSP","tier":3,"returns_yearly":{"2023":216.5,"2024":-30.4,"2025":54.7,"2026":38.9}},{"slug":"arteris","name":"Arteris","name_en":"Arteris","tier":3,"returns_yearly":{"2022":-79.6,"2023":37,"2024":73,"2025":52.1,"2026":37.9}},{"slug":"onsemi","name":"onsemi","name_en":"onsemi","tier":3,"returns_yearly":{"2021":107.5,"2022":-8.2,"2023":33.9,"2024":-24.5,"2025":-14.1,"2026":37.4}},{"slug":"pegatron","name":"페가트론","name_en":"Pegatron","tier":3,"returns_yearly":{"2021":-5.9,"2022":0.6,"2023":35.3,"2024":21.2,"2025":-23.8,"2026":34.5}},{"slug":"screen-holdings","name":"SCREEN Holdings","name_en":"SCREEN Holdings","tier":3,"returns_yearly":{"2021":40.7,"2022":-13.2,"2023":220.1,"2024":-24.1,"2025":84.9,"2026":33.7}},{"slug":"united-rentals","name":"유나이티드 렌탈스","name_en":"United Rentals","tier":3,"returns_yearly":{"2021":43.3,"2022":7,"2023":63.6,"2024":24,"2025":15.9,"2026":31.3}},{"slug":"advantest","name":"Advantest","name_en":"Advantest","tier":3,"returns_yearly":{"2021":17,"2022":-2.3,"2023":155.7,"2024":49.5,"2025":196,"2026":29.9}},{"slug":"amphenol","name":"Amphenol","name_en":"Amphenol","tier":3,"returns_yearly":{"2021":34.9,"2022":-12,"2023":31.5,"2024":41.3,"2025":96.1,"2026":29.8}},{"slug":"globalfoundries","name":"글로벌파운드리","name_en":"GlobalFoundries","tier":3,"returns_yearly":{"2022":-17.1,"2023":12.5,"2024":-29.2,"2025":-18.6,"2026":29.7}},{"slug":"eoptolink","name":"Eoptolink","name_en":"Eoptolink","tier":3,"returns_yearly":{"2021":-10.1,"2022":-27.7,"2023":136.6,"2024":197,"2025":368.8,"2026":29.1}},{"slug":"tokyo-ohka","name":"Tokyo Ohka Kogyo","name_en":"Tokyo Ohka Kogyo (TOK)","tier":3,"returns_yearly":{"2021":-2.7,"2022":-3,"2023":63.8,"2024":4.3,"2025":111.5,"2026":28.7}},{"slug":"innolight","name":"InnoLight","name_en":"InnoLight","tier":3,"returns_yearly":{"2021":-30.7,"2022":-18.3,"2023":253.7,"2024":12,"2025":468.1,"2026":25.6}},{"slug":"asm-international","name":"ASM International","name_en":"ASM International","tier":3,"returns_yearly":{"2021":44.2,"2022":2.9,"2023":68.7,"2024":10.3,"2025":25.9,"2026":25}},{"slug":"digital-realty","name":"Digital Realty","name_en":"Digital Realty","tier":3,"returns_yearly":{"2021":30.7,"2022":-41,"2023":39.9,"2024":35.9,"2025":-10.1,"2026":23.4}},{"slug":"abb","name":"ABB","name_en":"ABB","tier":3,"returns_yearly":{"2021":23.9,"2022":7.3,"2023":18.9,"2024":39,"2025":36.1,"2026":18.4}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":3,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":18}},{"slug":"linde","name":"Linde","name_en":"Linde","tier":3,"returns_yearly":{"2021":33.4,"2022":-4.4,"2023":27.7,"2024":3.2,"2025":3.2,"2026":14.6}},{"slug":"coreweave","name":"CoreWeave","name_en":"CoreWeave","tier":3,"returns_yearly":{"2026":14.6}},{"slug":"shin-etsu","name":"신에쓰화학","name_en":"Shin-Etsu Chemical","tier":3,"returns_yearly":{"2021":6.3,"2022":3.1,"2023":57.8,"2024":-15.6,"2025":7.6,"2026":13.8}},{"slug":"cadence","name":"Cadence Design Systems","name_en":"Cadence Design Systems","tier":3,"returns_yearly":{"2021":36.6,"2022":-13.8,"2023":69.6,"2024":10.3,"2025":4,"2026":12.9}},{"slug":"merck-kgaa","name":"Merck KGaA","name_en":"Merck KGaA (EMD)","tier":3,"returns_yearly":{"2021":42.2,"2022":-0.4,"2023":-19.1,"2024":-2.5,"2025":-12.7,"2026":12}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"chubb-limited","name":"처브","name_en":"Chubb Limited","tier":3,"returns_yearly":{"2021":27.8,"2022":16,"2023":4.2,"2024":23.9,"2025":13.7,"2026":10.3}},{"slug":"besi","name":"BESI","name_en":"BESI","tier":3,"returns_yearly":{"2021":33.7,"2022":-6.1,"2023":121.8,"2024":-9.3,"2025":35,"2026":9.8}},{"slug":"synopsys","name":"Synopsys","name_en":"Synopsys","tier":3,"returns_yearly":{"2021":42.1,"2022":-13.4,"2023":61.3,"2024":-5.7,"2025":-3.2,"2026":8.6}},{"slug":"kyec","name":"KYEC","name_en":"King Yuan Electronics (KYEC)","tier":3,"returns_yearly":{"2021":26.7,"2022":-7.7,"2023":132.4,"2024":38.6,"2025":171,"2026":8.4}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":8.3}},{"slug":"recursion","name":"Recursion Pharmaceuticals","name_en":"Recursion Pharmaceuticals","tier":3,"returns_yearly":{"2022":-55,"2023":27.9,"2024":-31.4,"2025":-39.5,"2026":6.6}},{"slug":"nextera-energy","name":"NextEra Energy","name_en":"NextEra Energy","tier":3,"returns_yearly":{"2021":23.4,"2022":-8.5,"2023":-25.3,"2024":21.5,"2025":15.5,"2026":6.2}},{"slug":"legrand","name":"르그랑","name_en":"Legrand","tier":3,"returns_yearly":{"2021":20.3,"2022":-7.1,"2023":12.8,"2024":11.9,"2025":39.3,"2026":6.1}},{"slug":"duke-energy","name":"듀크 에너지","name_en":"Duke Energy Corporation","tier":3,"returns_yearly":{"2021":19.1,"2022":2,"2023":-1.6,"2024":15.6,"2025":12.7,"2026":5.3}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":3,"returns_yearly":{"2021":56.5,"2022":-13.3,"2023":104.2,"2024":110.5,"2025":50.6,"2026":5}},{"slug":"firstenergy","name":"퍼스트에너지","name_en":"FirstEnergy","tier":3,"returns_yearly":{"2021":41.8,"2022":4.8,"2023":-8.9,"2024":13.2,"2025":17.3,"2026":3.5}},{"slug":"blackrock","name":"BlackRock","name_en":"BlackRock","tier":3,"returns_yearly":{"2021":29.4,"2022":-20.4,"2023":17.9,"2024":29.3,"2025":6.6,"2026":2.8}},{"slug":"nikon","name":"니콘","name_en":"Nikon","tier":3,"returns_yearly":{"2021":46.2,"2022":10.9,"2023":23.1,"2024":13.7,"2025":19.7,"2026":-2.4}},{"slug":"hoya","name":"호야","name_en":"Hoya Corporation","tier":3,"returns_yearly":{"2021":10.8,"2022":-3,"2023":34.4,"2024":11.3,"2025":24.9,"2026":-2.5}},{"slug":"te-connectivity","name":"TE Connectivity","name_en":"TE Connectivity","tier":3,"returns_yearly":{"2021":35.1,"2022":-27.7,"2023":24.6,"2024":3.5,"2025":61.1,"2026":-3}},{"slug":"cameco","name":"Cameco","name_en":"Cameco","tier":3,"returns_yearly":{"2021":63.2,"2022":4.3,"2023":90.5,"2024":19.5,"2025":78.4,"2026":-3.7}},{"slug":"fanuc","name":"FANUC","name_en":"FANUC","tier":3,"returns_yearly":{"2021":-16.5,"2022":4.4,"2023":-8.1,"2024":15.6,"2025":37.7,"2026":-4.5}},{"slug":"luxshare","name":"Luxshare","name_en":"Luxshare Precision","tier":3,"returns_yearly":{"2021":-11.9,"2022":-30.2,"2023":-21.2,"2024":58.8,"2025":29.3,"2026":-7.4}},{"slug":"lasertec","name":"Lasertec","name_en":"Lasertec","tier":3,"returns_yearly":{"2021":78.9,"2022":2.4,"2023":57,"2024":-60.6,"2025":138.9,"2026":-8.5}},{"slug":"workday","name":"워크데이","name_en":"Workday, Inc.","tier":3,"returns_yearly":{"2021":14,"2022":-38.7,"2023":65,"2024":-6.5,"2025":-16.8,"2026":-8.8}},{"slug":"photronics","name":"Photronics","name_en":"Photronics","tier":3,"returns_yearly":{"2021":68.9,"2022":-10.7,"2023":86.4,"2024":-24.9,"2025":35.8,"2026":-9}},{"slug":"fabrinet","name":"Fabrinet","name_en":"Fabrinet","tier":3,"returns_yearly":{"2021":52.7,"2022":8.2,"2023":48.4,"2024":15.5,"2025":107.1,"2026":-10.5}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":3,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-12.8}},{"slug":"salesforce","name":"세일즈포스","name_en":"Salesforce, Inc.","tier":3,"returns_yearly":{"2021":14.2,"2022":-47.8,"2023":98.5,"2024":27.8,"2025":-20.2,"2026":-12.9}},{"slug":"mobileye","name":"Mobileye","name_en":"Mobileye","tier":3,"returns_yearly":{"2023":23.6,"2024":-54,"2025":-47.6,"2026":-18}},{"slug":"carnival","name":"카니발","name_en":"Carnival Corporation","tier":3,"returns_yearly":{"2021":-7.1,"2022":-59.9,"2023":130,"2024":34.4,"2025":22.6,"2026":-21.8}},{"slug":"byd-electronics","name":"BYD일렉트로닉스","name_en":"BYD Electronics","tier":3,"returns_yearly":{"2021":-56.1,"2022":16,"2023":-0.4,"2024":60.6,"2025":-19.4,"2026":-24.1}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"ubtech","name":"UBTech","name_en":"UBTech Robotics","tier":3,"returns_yearly":{"2024":-21.6,"2025":95.4,"2026":-38.8}},{"slug":"oklo","name":"Oklo","name_en":"Oklo","tier":3,"returns_yearly":{"2022":0.7,"2023":6.5,"2024":101,"2025":238,"2026":-42.5}},{"slug":"d-wave","name":"D-Wave Quantum","name_en":"D-Wave Quantum","tier":3,"returns_yearly":{"2022":-85.3,"2023":-38.9,"2024":854.5,"2025":211.3,"2026":-44.3}},{"slug":"shinko","name":"신코덴키","name_en":"Shinko Electric Industries","tier":3,"returns_yearly":null},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"모션·제어 시스템 기업. 2026년 +10.2%다. 수요단(평균 +33%)이 본주(+10.2%)를 크게 앞선다. 고객 쪽 자금이 아직 이 층까지 다 내려오지 않았다는 뜻이라, 전파가 이어지면 따라잡을 여지가 있고 끊기면 격차가 굳는다. 연결 노드 중 가장 앞선 곳은 ASML(+61.1%), 가장 처진 곳은 마이크로소프트(+4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Parker-Hannifin Corporation operates across Motion and control systems. It is +10.2% in 2026. The demand side (avg +33%) is well ahead of the stock (+10.2%). Customer money has not fully worked its way down to this layer, which leaves catch-up room if propagation continues and a hardened gap if it stalls. Among connected nodes the furthest ahead is ASML (+61.1%) and the furthest behind is Microsoft (+4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It buys critical inputs such as electronics, specialty alloys and filtration media, uses external software, and expands its electrification and filtration capabilities through acquisitions.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"필트레이션 그룹","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2026-08-21","basis":"Filtration Group 현금 인수대금","value":9250000000,"period":"acquisition completed 2026-08-13","basis_en":"Cash purchase price for Filtration Group","qualifier":null},"note":"Parker는 Madison Industries로부터 Filtration Group을 현금 92억5000만달러에 인수해 2026년 8월 13일 거래를 완료했다. 여과 사업의 생명과학, HVAC·냉동, 산업설비 노출을 넓히는 거래다.","note_en":"Parker acquired Filtration Group from Madison Industries for $9.25 billion in cash and completed the transaction on August 13, 2026. The deal expands its filtration exposure to life sciences, HVAC and refrigeration, and in-plant industrial applications.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-08-21","url":"https://www.sec.gov/Archives/edgar/data/76334/000007633426000105/ph-20260630.htm","title":"파커하니핀 2026 회계연도 10-K","title_en":"Parker-Hannifin Corporation Annual Report on Form 10-K for FY2026","excerpt":"Parker는 2026년 8월 13일 FGC 인수를 완료했으며 현금 인수대금은 92억5000만달러였다.","excerpt_en":"On August 13, 2026, the Company completed the FGC acquisition ... The cash purchase price of $9.25 billion was funded with cash."},{"stance":"mentions","publisher":"아드바크 랩스 캐피털 리서치","publisher_en":"Aardvark Labs Capital Research","kind":"analysis","lang":"en","published_at":"2026-01-30","url":"https://research.aardvarklabs.co/research/ph/earnings/2026-fq2/ph-2026-fq2-recap","title":"광범위한 성장이 시작됐지만 증분이익률은 압축되고 재평가는 가이던스 상향을 앞섰다","title_en":"Broad-Based Growth Arrives, Incrementals Compress, and the Re-Rating Outruns the Raise","excerpt":"분석은 Parker가 Madison Industries로부터 Filtration Group을 현금 92억5000만달러에 인수하기로 합의했다고 정리했다.","excerpt_en":"Parker agreed on November 10 to acquire Filtration Group Corporation from Madison Industries for $9.25 billion in cash on a cash-free, debt-free basis."}]},{"direction":"revenue","counterparty":"에어버스","counterparty_slug":"airbus","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2008-01-17","basis":"A350 XWB 연료·유압 시스템 장기계약 총액","value":2000000000,"period":"A350 XWB program life","basis_en":"Total long-term contract value for A350 XWB fuel and hydraulic systems","qualifier":null},"note":"파커 에어로스페이스는 A350 XWB의 연료 패키지와 유압 동력·분배 시스템을 공급한다. 2008년 공시된 장기계약 총액은 20억달러다.","note_en":"Parker Aerospace supplies the A350 XWB fuel package and hydraulic power generation and distribution system. The long-term contracts disclosed in 2008 were valued at $2 billion in total.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2008-04-22","url":"https://www.sec.gov/Archives/edgar/data/76334/000119312508086336/dex991.htm","title":"파커, 분기 매출·순이익·희석주당순이익·영업현금흐름 기록 발표","title_en":"Parker Reports Record Quarterly Sales, Net Income, Earnings Per Diluted Share and Cash Flow from Operations","excerpt":"항공우주 부문은 신형 Airbus A350 XWB의 연료 패키지와 유압 시스템 공급을 위한 20억달러 장기계약을 수주했다.","excerpt_en":"This segment was awarded a $2 billion long-term contract to supply the fuel package and hydraulic system for the new Airbus A350 XWB aircraft."},{"stance":"confirms","publisher":"파커하니핀","publisher_en":"Parker-Hannifin Corporation","kind":"ir","lang":"en","published_at":"2008-01-17","url":"https://investors.parker.com/news-events/press-releases/detail/372/parker-aerospace-is-awarded-2-billion-fuel-package-and","title":"파커 에어로스페이스, Airbus A350 XWB 연료 패키지와 유압 시스템 20억달러 계약 수주","title_en":"Parker Aerospace Is Awarded $2 Billion Fuel Package and Hydraulic System for New Airbus A350 XWB Aircraft","excerpt":"파커 에어로스페이스는 Airbus가 신형 A350 XWB의 연료 및 유압 시스템 공급사로 선정했다.","excerpt_en":"Parker Aerospace has been selected by Airbus to supply both the fuel and hydraulic systems for its new A350 extra-widebody (XWB) aircraft."},{"stance":"confirms","publisher":"플라이트글로벌","publisher_en":"FlightGlobal","kind":"news","lang":"en","published_at":"2008-01-17","url":"https://www.flightglobal.com/parker-picked-for-airbus-a350-xwb-fuel-and-hydraulic-systems/78311.article","title":"파커, Airbus A350 XWB 연료·유압 시스템 공급사로 선정","title_en":"Parker picked for Airbus A350 XWB fuel and hydraulic systems","excerpt":"FlightGlobal은 두 계약이 프로그램 기간 동안 20억달러가 넘는 매출을 낼 것이라는 Parker의 추정을 전했다.","excerpt_en":"The US company estimates the contracts will generate more than $2 billion in revenues over the life of the programme."}]},{"direction":"revenue","counterparty":"ASML","counterparty_slug":"asml","confidence":"mid","metric":{"type":"amount","unit":null,"as_of":"2024-04-04","basis":"ASML 대상 턴키 모듈 직접 납품액","value":null,"period":"relationship disclosed in 2024","basis_en":"Direct turnkey-module sales to ASML","qualifier":"confirmed_no_disclosed_value"},"note":"Parker Fluidic Solutions Europe는 여러 Parker 사업부 부품을 조립한 턴키 모듈을 ASML과 공동제작사에 직접 납품한다. ASML은 2024년 Parker를 Valued Supplier로 선정했다.","note_en":"Parker Fluidic Solutions Europe assembles turnkey modules using components from multiple Parker divisions and ships them directly to ASML and its co-makers. ASML named Parker a Valued Supplier in 2024.","sources":[{"stance":"confirms","publisher":"에릭 판 쇠를란트 링크드인","publisher_en":"Erik van Soerland on LinkedIn","kind":"news","lang":"en","published_at":"2024-04-04","url":"https://www.linkedin.com/posts/erik-van-soerland-9730bb16_thursday-april-4th-2024-parker-has-been-rewarded-activity-7182654413977595904-M90x","title":"2024년 4월 4일 Parker, ASML Valued Supplier 수상","title_en":"Thursday April 4th 2024 Parker has been rewarded with ASML's prestige Valued Supplier award","excerpt":"Parker는 ASML과 1984년부터 협력했으며 영국 사업장에서 만든 턴키 모듈을 ASML과 공동제작사에 직접 보낸다고 밝혔다.","excerpt_en":"Parker manufactures turnkey modules ... assemble and ship them directly to ASML & their co-makers."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":null,"as_of":"2024-06-25","basis":"Azure Databricks와 Power BI 사용액","value":null,"period":"deployment disclosed in 2024","basis_en":"Spend on Azure Databricks and Power BI","qualifier":"confirmed_no_disclosed_value"},"note":"Parker Aerospace는 Azure Databricks를 내부에 전면 배포하고 Power BI를 연동해 항공기 부품 데이터를 처리한다. 서비스 계약 금액은 공개되지 않았다.","note_en":"Parker Aerospace has fully deployed Azure Databricks internally and integrated Power BI to process aircraft component data. The service spend has not been disclosed.","sources":[{"stance":"confirms","publisher":"마이크로소프트","publisher_en":"Microsoft","kind":"news","lang":"en","published_at":"2024-06-25","url":"https://www.microsoft.com/en/customers/story/1783210028552036733-parker-azure-databricks-discrete-manufacturing-en-united-states","title":"Parker Aerospace, Azure Databricks에서 혁신적 안전 알고리즘 개발","title_en":"Parker Aerospace writes innovative safety algorithm on Azure Databricks","excerpt":"Parker Aerospace는 Azure Databricks를 도입해 데이터 처리 시간을 14시간에서 2시간으로 줄였다.","excerpt_en":"The company adopted Azure Databricks, reducing processing time from 14 hours to two."}]},{"direction":"cost","counterparty":"마이크로디지탈","counterparty_slug":null,"confidence":"mid","metric":{"type":"contract_value","unit":null,"as_of":"2026-01-14","basis":"북미 판매용 OrbTec 포괄 공급계약 금액","value":null,"period":"2026 commercial supply agreement","basis_en":"Value of the comprehensive OrbTec supply agreement for North American sales","qualifier":"confirmed_no_disclosed_value"},"note":"마이크로디지탈은 북미 판매용 일회용 바이오리액터 OrbTec를 Parker와의 포괄 공급계약 아래 제공한다. 상대별 계약 금액은 공개되지 않았다.","note_en":"MicroDigital supplies OrbTec single-use bioreactors for the North American market under a comprehensive supply agreement with Parker. The counterparty-specific contract value has not been disclosed.","sources":[{"stance":"confirms","publisher":"약업신문","publisher_en":"Yakup News","kind":"news","lang":"ko","published_at":"2026-01-14","url":"https://www.yakup.com/news/index.html?cat=12&mode=view&nid=321815","title":"마이크로디지탈-파커하니핀, '옵텍' 상업 공급 포괄 계약 체결","title_en":"MicroDigital and Parker Hannifin Sign Comprehensive Commercial Supply Agreement for OrbTec","excerpt":"마이크로디지탈은 파커하니핀과 북미 고객사에 판매되는 일회용 바이오리액터 '옵텍' 상업 공급을 위한 포괄 계약을 체결했다.","excerpt_en":"MicroDigital signed a comprehensive agreement with Parker Hannifin to commercially supply OrbTec single-use bioreactors for sale to North American customers."}]}]}