Park-Ohio Holdings Corp.
- Open
- 38.36
- Day high
- 38.95
- Day low
- 37.45
- Prev close
- 38.45
- Volume
- 50K
- Mkt cap
- $552M
- P/E (TTM)
- 21.7
- EPS (TTM)
- $1.77
- P/B
- 1.5
- P/S
- 0.3
- Yield
- 1.30%
- Per share
- $0.50
- ▼Insiders net selling -$652K over the last 3 months (0 open-market buys, 11 sales)
- 🏛Institutions accumulating (13F)
Park-Ohio Holdings Corp. (PKOH) is a Industrials company listed on NASDAQ. The stock is up 110% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 11 sales (SEC Form 4).
Park-Ohio Holdings Corp. (PKOH) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
PKOH earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.65 | $0.65 | +0.0% | $421M | +1.7% |
| Mar 5, 2026 | $0.74 | $0.65 | -12.2% | $395M | -5.2% |
| Nov 5, 2025 | $0.73 | $0.65 | -11.6% | $399M | -1.1% |
| Aug 6, 2025 | $0.89 | $0.75 | -15.3% | $400M | -4.8% |
| Mar 5, 2025 | $0.66 | $0.67 | +1.5% | $388M | -4.3% |
| Mar 5, 2024 | $0.56 | $0.54 | -3.6% | $389M | -12.8% |
| Nov 1, 2023 | $0.80 | $0.99 | +23.7% | $419M | +8.4% |
| Aug 2, 2023 | $0.80 | $0.83 | +3.7% | $428M | +4.8% |
| May 3, 2023 | $0.54 | $0.72 | +33.3% | $424M | +3.4% |
| Mar 15, 2023 | $0.46 | $-0.09 | -119.6% | $382M | -10.7% |
| Aug 2, 2022 | $0.26 | $0.21 | -19.2% | $429M | +1.7% |
| Mar 15, 2022 | $-0.12 | $-1.08 | -800.0% | $370M | +1.6% |
PKOH insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 30, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Sell | 932 | $38.50 |
| Jun 30, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Sell | 1,000 | $38.65 |
| Jun 30, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Sell | 3,100 | $38.40 |
| Jun 30, 2026 | CRAWFORD MATTHEW Vdirector, 10 percent owner, officer: CEO, COB, President | Tax | 13,199 | $39.06 |
| Jun 30, 2026 | FOGARTY PATRICK Wofficer: VP & CFO | Tax | 3,229 | $39.06 |
| Jun 30, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Sell | 567 | $38.45 |
| Jun 30, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Tax | 3,266 | $39.06 |
| Jun 30, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Sell | 1,568 | $38.40 |
| Jun 30, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Sell | 155 | $38.50 |
| Jun 30, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Sell | 605 | $38.39 |
| Jun 30, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Sell | 767 | $38.35 |
| Jun 23, 2026 | GRAMPA JOHN Ddirector | Sell | 1,000 | $36.30 |
| Jun 23, 2026 | GRAMPA JOHN Ddirector | Sell | 2,844 | $36.20 |
| Jun 9, 2026 | CRAWFORD MATTHEW Vdirector, 10 percent owner, officer: CEO, COB, President | Tax | 22,175 | $32.56 |
| Jun 9, 2026 | VILSACK ROBERT Dofficer: Secretary & CLO | Tax | 4,952 | $32.56 |
Source: PKOH SEC Form 4 filings, latest Jun 30, 2026. For informational purposes only — not investment advice.
See the full PKOH insider & 13F page →Park-Ohio Holdings Corp. company profile
Overview
Park-Ohio Holdings Corp. (NASDAQ:PKOH) is a diversified industrial company founded in 1907 and headquartered in Cleveland, Ohio. The company operates as a supply chain management and manufacturing services provider across three distinct business segments, serving customers in the United States, Europe, Asia, Mexico, and Canada. Over its more than century-long history, Park-Ohio has evolved from its origins into a multi-faceted industrial enterprise that combines supply chain outsourcing, component manufacturing, and engineered products for various industrial end markets including automotive, aerospace, defense, and heavy equipment.
Business
Park-Ohio operates through three primary business segments that collectively generated approximately $1.66 billion in revenue in 2024: **Supply Technologies (47% of revenue)** provides comprehensive supply chain management outsourcing services known as Total Supply Management solutions. This segment offers engineering and design support, part usage analysis, supplier selection, quality assurance, inventory management, just-in-time delivery, and electronic billing services. The division also manufactures precision cold-formed and cold-extruded fasteners including specialized products like locknuts, SPAC nuts, SPAC bolts, and wheel hardware. Supply chain management involves companies outsourcing their procurement, inventory, and logistics functions to specialized providers who can achieve economies of scale and operational expertise. **Assembly Components (24% of revenue)** manufactures aluminum products, fuel system components including direct fuel injection rails and pipes, fuel filler pipes, and flexible multi-layer plastic and rubber assemblies. This segment also produces turbo charging hoses, coolant hoses, and fluid handling systems primarily for automotive applications. The division provides value-added services such as design engineering, precision machining, and part assembly to create complete sub-assemblies for customers. **Engineered Products (29% of revenue)** designs and manufactures specialized industrial equipment and components. This includes induction heating and melting systems used in metal processing, pipe threading systems for oil and gas applications, and forged and machined products for ferrous and non-ferrous metals processing. The segment also engineers and installs mechanical forging presses, provides aftermarket parts and field services, and manufactures aerospace and defense structural components along with rail products such as railcar center plates and draft lugs.
Revenue model
Park-Ohio generates revenue through multiple business models across its three segments. The Supply Technologies segment operates on a service fee and product sales model, earning margins by providing comprehensive supply chain management services to industrial customers while also manufacturing and selling proprietary fasteners and components. Customers pay for the convenience and cost savings of outsourcing their supply chain complexity to Park-Ohio's expertise. The Assembly Components segment follows a traditional manufacturing model, selling finished components and sub-assemblies primarily to automotive OEMs and tier-one suppliers. Revenue comes from negotiated contracts for specific parts with pricing typically locked in for model years, though the company has been working to improve contractual terms to allow for more pricing flexibility. The Engineered Products segment combines equipment sales, aftermarket parts, and services revenue. This includes selling large capital equipment like induction heating systems and forging presses, ongoing spare parts sales, field services, and manufacturing specialized components for aerospace, defense, and rail applications. Several factors influence Park-Ohio's margins. **Positive margin drivers** include the company's focus on higher-margin proprietary products, operational efficiency improvements, facility consolidations, and pricing power in specialized applications. The aerospace and defense markets typically offer better margins due to stringent quality requirements and longer product lifecycles. **Negative margin pressures** come from commodity cost inflation, labor shortages requiring higher wages, competitive pricing pressure in automotive markets, and the capital-intensive nature of some operations. The company has been actively reshaping its portfolio to focus on higher-margin businesses while divesting or de-emphasizing lower-margin operations.
Competitive moat
Park-Ohio's competitive moat is moderate and varies significantly across its business segments. The Supply Technologies segment possesses the strongest moat through **customer switching costs and operational integration**. Once Park-Ohio implements its Total Supply Management solution at a customer facility, the integration of systems, processes, and on-site personnel creates significant switching costs for customers. The company's expertise in managing complex supply chains and its established supplier relationships provide additional barriers to competition. The Engineered Products segment has a **moderate technical moat** in specialized applications like induction heating systems and forging equipment, where Park-Ohio's engineering expertise and installed base create some competitive advantages. The aftermarket parts and service business provides recurring revenue streams with higher switching costs. However, the Assembly Components segment operates in a **highly competitive environment** with limited moat protection. Automotive component manufacturing faces intense pricing pressure, commoditization, and the constant threat of customers bringing production in-house or switching to lower-cost suppliers. The company's aluminum and fuel system components compete primarily on price and delivery rather than unique technology or customer lock-in. **Competitive threats** include larger industrial conglomerates with greater resources, specialized competitors in each segment, and the ongoing trend of customers consolidating suppliers or reshoring production. The company's relatively small size compared to industrial giants like Honeywell or 3M limits its ability to invest in breakthrough technologies or acquire market-leading positions. However, Park-Ohio's diversification across multiple end markets and its focus on operational efficiency help mitigate some competitive pressures.
Risks & safety
Park-Ohio presents **moderate financial risk** with some concerning leverage metrics but adequate liquidity: **Liquidity and Solvency:** - Cash position of $53.1 million provides reasonable short-term liquidity - Current ratio of 2.31 indicates adequate ability to meet short-term obligations - Debt-to-equity ratio of 2.02 represents high leverage that constrains financial flexibility - Free cash flow of $3.6 million in 2024 was positive but minimal, indicating tight cash generation **Valuation Metrics:** - P/E ratio of 10.7 suggests reasonable valuation relative to earnings - EV/EBITDA of 7.6 is moderate for an industrial company - Price-to-book ratio of 1.02 indicates trading near book value **Other Considerations:** - High debt levels limit financial flexibility and increase sensitivity to economic downturns - Cyclical end markets create earnings volatility - Working capital intensive business model can strain cash flow during growth periods - Recent portfolio reshaping efforts may improve cash generation but execution risk remains
Recent development
Over the past few years, Park-Ohio has undergone significant strategic transformation focused on **portfolio optimization and margin improvement**. The company has been actively reshaping its business mix by divesting lower-margin operations, including the sale of its aluminum products business for approximately $50 million in 2023, while making strategic acquisitions like EMA Indutec GmbH in Germany for $14 million to strengthen its engineered products capabilities. **Operational improvements** have been a key focus, with management implementing facility consolidations, productivity investments, and operational efficiency programs across all segments. The Supply Technologies segment achieved record operating margins of 9.7% in 2024, up 200 basis points from the prior year, through better pricing, improved product mix, and operational leverage. The company has invested $27 million in capital improvements for promising products and services, including expanded capacity for engineered fasteners and enhanced forging capabilities. **Market positioning initiatives** include capitalizing on reshoring trends, with management noting that 70% of the business is North America-based and well-positioned for potential supply chain shifts away from China. The company has been growing its presence in **higher-margin end markets** like aerospace and defense, with the Supply Technologies segment reporting 56% growth in aerospace and defense sales in Q2 2024. The Engineered Products segment has built strong backlogs in capital equipment, growing from $102 million to $161 million year-over-year. **Strategic focus areas** for the future include continuing margin expansion across all segments, reducing the capital-intensive nature of operations, and pursuing selective acquisitions that complement existing businesses rather than relying on M&A for growth targets.
PKOH company profile · for informational purposes only — not investment advice.
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