The presentation is a routine investor update with no new financial disclosures. Monitor upcoming quarterly results for evidence of margin expansion toward the double-digit target and for progress on the $7-8M EBITDA improvement from portfolio actions.
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Executive Summary
Ampco-Pittsburgh filed an 8-K furnishing an investor presentation posted to its website on September 23, 2026, for the Sidoti Conference. The presentation outlines the company's investment thesis: improving forged & cast fundamentals, a differentiated air & liquid processing platform, balance sheet improvement, and long-term value creation. It highlights 2025 revenue of $434M, adjusted EBITDA of $29.2M (6.7% margin), a backlog of ~$385M, and targets double-digit adjusted EBITDA margins in the future.
Key Facts
- Investor presentation posted to investor relations website on September 23, 2026.
- 2025 revenue: $434M; 2025 adjusted EBITDA: $29.2M (6.7% margin).
- Backlog of ~$385M as of June 30, 2026.
- Market cap of ~$178M; share price $8.65 as of September 18, 2026.
- Common shares outstanding: 20.6M.
- Targeting $7-8M of annual EBITDA improvement from portfolio actions.
- Air & Liquid Processing segment expects 10-12% organic revenue growth per year 2026-2029.
- Forged & Cast Engineered Products segment 5-year CAGR +3%.
- Air & Liquid Processing segment 5-year CAGR +14%.
- Net debt to adjusted EBITDA ratio ~3.0x.
- Approved for ~$9M in funding from US Navy to modernize pump manufacturing facility.
- 2025 orders & shipments for nuclear market were highest in Ampco history.
Financial Impact
No new financial results or guidance were released; the presentation reiterates 2025 revenue of $434M and adjusted EBITDA of $29.2M.
Risk Factors
- Tariff-driven volume and mix dislocation in Forged & Cast segment.
- Execution risk on achieving double-digit adjusted EBITDA margins.
- Asbestos-related liability exposure.
- Insolvency proceedings of Union Electric Steel UK Limited (UES-UK).
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-398634 |
| Document: ap-ex99.htm | 0001193125-26-398634 |
| Document: 0001193125-26-398634-index-headers.html | 0001193125-26-398634 |
| Document: 0001193125-26-398634-index.html | 0001193125-26-398634 |
| Document: 0001193125-26-398634.txt | 0001193125-26-398634 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 23, 2026 4w ago | 8-K | $8.42 | awaiting T+60 | — | $8.28 (−1.60%) |
Aug 11, 2026 11w ago | 8-K | $9.80 | awaiting T+60 | — | $8.28 (−15.46%) |
Jul 9, 2026 15w ago | 8-K | $7.64 $9.70 | ▲ +26.96% | ▲ +25.33% | $8.28 (+8.44%) |
May 12, 2026 24w ago | 8-K | $10.62 $9.49 | ▲ +10.64% | ▲ +15.02% | $8.28 (+21.99%) |
Mar 27, 2026 30w ago | DEFA14A | $6.86 $9.82 | ▲ +43.15% | ▲ +27.08% | $8.28 (+20.77%) |
Mar 12, 2026 32w ago | EFFECT | $8.79 $9.76 | ▲ +11.04% | ▲ +0.34% | $8.28 (−5.75%) |
US Market Status
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