Park-ohio Holdings Corp. · NASDAQ:PKOH
Park-ohio — Q2 2026 Earnings Presentation
10 slides from Park-ohio's earnings presentation, Aug 6, 2026
Slide 1: Second Quarter 2026 Earnings Call Presentation
Park-Ohio Holdings Corp. Second Quarter 2026 Earnings Call Presentation August 6, 2026
Slide 2: Forward-Looking Statements and Non-GAAP Measures
Forward-Looking Statements and Non-GAAP Measures These slides contain forward-looking statements, including statements regarding future performance of the Company, that are subject to known and unknown risks, uncertainties and other factors that may cause our actual results, performance and achievem
Slide 3: Second Quarter 2026 Highlights
Second Quarter 2026 Highlights Record revenue of $440 million, up 10% year-over-year. Year-over-year sales growth in all three business segments, reflecting continued strong demand across aerospace and defense, AI data center, electrical steel, semiconductor, oil and gas, heavy-duty truck and po
Slide 4: 2026 Outlook Raised
2026 Outlook Raised Our raised outlook reflects revenue growth and continued margin expansion, supported by continued strong aerospace and defense production, AI data center growth trends and continued growth in several key industrial markets in Supply Technologies; strong backlogs in Engineered Pro
Slide 5: Q2 Consolidated Results
Q2 Consolidated Results (in millions, except EPS) Net Sales Operating Income Adjusted EPS $440 $0.93 $400 $25 $0.75 $20 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 • Net sales increased 10% year-over-year to a record $440 million, driven by growth in all three business segments, reflecting conti
Slide 6: Q2 Supply Technologies Segment
Q2 Supply Technologies Segment (in millions) Net Sales Operating Income Operating Income Margin $18.5 $209 $16.3 $187 8.7% 8.8% Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 • Record revenue of $209 million compared to $187 • Operating income was up 13% compared to the 2025 million in the second q
Slide 7: Q2 Assembly Components Segment
Q2 Assembly Components Segment (in millions) Net Sales Operating Income Operating Income Margin $101 $95 $5.6 5.9% $5.3 5.2% Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 • Higher revenue in Q2 2026 driven by new business • Operating income and margins impacted by unfavorable and increased year-ov
Slide 8: Q2 Engineered Products Segment
Q2 Engineered Products Segment (in millions) Net Sales Operating Income Operating Income Margin $129 $9.0 $118 7.0% $6.0 5.1% Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 • Record revenue of $129 million compared to $118 million • Equipment backlog at June 30, 2026 totaled $252 in the second quar
Slide 9: Review of Strategic Alternatives for SSP
Review of Strategic Alternatives for SSP As announced on May 6, 2026, the Company has engaged an investment banking firm to assist in a formal review of strategic alternatives for our Southwest Steel Processing (“SSP”) business, including a potential sale or other transaction. Our 2026 outlook inclu
Slide 10: Non-GAAP Reconciliations – Q2
Non-GAAP Reconciliations – Q2 10