Monitor whether the company can execute on its 2026 growth guidance, particularly in converting the 24% higher backlog into revenue and improving margins in the Engineered Products segment post-impairment.
Price Chart
Executive Summary
Park-Ohio Holdings Corp. reported Q4 2025 revenue of $395.0 million, up 2% YoY, with Adjusted EPS of $0.65. Full-year 2025 revenue declined to $1.6 billion from $1.7 billion in 2024. The company issued 2026 guidance projecting 5-7% revenue growth and Adjusted EPS of $2.90-$3.20, signaling a return to growth driven by strong bookings and backlog in infrastructure, aerospace, and defense markets.
Key Financial Metrics
Key Facts
- Q4 2025 revenue: $395.0M (+2% YoY), Adjusted EPS: $0.65
- Full-year 2025 revenue: $1.6B (-3.4% YoY), down from $1.7B in 2024
- GAAP EPS from continuing operations: $1.77 (2025) vs $3.19 (2024)
- 2026 Outlook: Revenue $1.675B-$1.710B (+5-7%), Adjusted EPS $2.90-$3.20 (+7-19%)
- Engineered Products segment reported record $217M in 2025 bookings, backlog up 24% to $180M
- Company incurred $8.9M non-cash asset impairment charge in Engineered Products
Financial Impact
Revenue declined 3.4% YoY to $1.6B in 2025, but 2026 guidance projects $1.675B-$1.710B (+5-7%). Adjusted EPS expected to grow 7-19% to $2.90-$3.20.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Supply Technologies | $747.5M | -3.6% |
| Assembly Components | $380.6M | -4.5% |
| Engineered Products | $471.0M | -2.2% |
Risk Factors
- Failure to achieve projected 5-7% revenue growth in 2026
- Continued margin pressure in Engineered Products segment
- Execution risk in converting record $180M backlog into revenue
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000076282-26-000004 |
| Document: pkoh-20260304.htm | 0000076282-26-000004 |
| Document: 0000076282-26-000004-index-headers.html | 0000076282-26-000004 |
| Document: 0000076282-26-000004-index.html | 0000076282-26-000004 |
| Document: 0000076282-26-000004.txt | 0000076282-26-000004 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 24d ago | Insider Cluster | $46.54 | awaiting T+20 | — | $43.37 (−6.81%) |
Aug 14, 2026 10w ago | Insider Cluster | $48.87 $45.01 | ▼ −7.90% | ▼ −5.92% | $43.37 (−11.25%) |
Aug 14, 2026 10w ago | Insider Cluster | $48.87 $45.01 | ▼ −7.90% | ▼ −5.92% | $43.37 (−11.25%) |
Aug 14, 2026 10w ago | Insider Cluster | $48.87 $45.01 | ▼ −7.90% | ▼ −5.92% | $43.37 (−11.25%) |
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May 6, 2026 24w ago | 8-K | $30.84 $32.38 | ▲ +4.99% | ▲ +1.86% | $43.37 (+40.63%) |
Mar 12, 2026 32w ago | Insider Cluster | $24.52 $26.06 | ▲ +6.26% | ▲ +4.29% | $43.37 (+76.85%) |
Mar 4, 2026 33w ago | 8-K | $27.70 $23.95 | ▼ −13.54% | ▼ −9.75% | $43.37 (+56.57%) |
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