Park Aerospace Corp. · NYSE:PKE
Park Aerospace — FY2026 Q3 Earnings Presentation
42 slides from Park Aerospace's earnings presentation, Jan 13, 2026
Slide 1: Company Presentation
Company Presentation January 13, 2026 ***Founded March 31, 1954***
Slide 2: Forward Looking Disclaimer
Forward Looking Disclaimer This presentation contains forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements give current expectations or forecasts of future events or our future financial or operatin
Slide 3: Our Business
Our Business Park Aerospace Corp. develops and manufactures Solution and Hot-Melt Advanced Composite Materials used to produce composite structures for global aerospace markets: Wide array of prepreg materials specifically designed for hand lay-up or automated fiber placement (AFP) manufacturing
Slide 4: Our Business (Continued)
Our Business (Continued) Park Aerospace also offers: Specialty Ablative materials for Rocket Motors and Nozzles Specially designed materials for Radome Applications (including RadarWave® materials) As a complement to our Advanced Composite Materials offering, Park Aerospace designs and fabri
Slide 5: Our History
Our History Park founded on March 31, 1954 by Jerry Shore and Tony Chiesa under the name Park Nameplate, Inc. with $40 Thousand Investment Original business was nameplate and decorative trim Company started in a 2,500 square feet “factory” (garage?) in Woodside, Queens with 5 employees Park’s
Slide 6: Our History (Continued)
Our History (Continued) November 17, 1960 Park changes name to Park Electrochemical Corp. and goes Public 1961 Park acquires New England Laminates Company (“Nelco”) in Stamford, CT for ~$200 Thousand 1962 Park develops Multilayer Printed Circuit Boards for Lockheed Sunnyvale for ICMBs 1969 Park goes
Slide 7: Our History (Continued)
Our History (Continued) 1985 Park commences regular Quarterly Cash Dividend Jan 2007 Park commits to Aerospace as second major area of business focus Jan 17, 2008 Ground-breaking of Park’s New 54,000 square feet Aerospace Composite Materials Facility in an empty field in Newton, KS August 2009 Park
Slide 8: Our History (Continued)
Our History (Continued) December 2018 Park announces Major 90,000 square feet Expansion of Newton, KS Facility December 2018 Park sells its Electronics Business to AGC Inc. of Tokyo, Japan December 2018 Park’s transformation from an Electronics Company into an Aerospace Company is complete July 17,
Slide 9: Major Expansion of Newton, KS Facilities
Major Expansion of Newton, KS Facilities December 2018…Park announces Major 90,000 square feet Expansion of Newton, KS Manufacturing and Development Facilities Redundant Plant for GE Aerospace, MRAS and their Aircraft OEM Customers Plant is also needed for Manufacturing Capacity Expansion do
Slide 10: FY2026 Q3 Top Five Customers
FY2026 Q3 Top Five Customers (in Alphabetical Order) AAE Aerospace Kratos Defense and Security Solutions Middle River Aerostructure Systems (MRAS) and its subcontractors Sikorsky Aircraft Sikorsky CH-53K King Stallion The Nordam Group PAC-3 Patriot Missile System Kratos XQ-58A Valkyrie Boeing 737 MA
Slide 11: Aerospace Market Segment
Park’s Estimated Revenues by Aerospace Market Segment FY2021 FY2022 FY2023 FY2021 Revenues: FY2022 Revenues: FY2023 Revenues: $46.3 Million $53.6 Million $54.1 Million FY2026 First 9 Months FY2024 FY2025 FY2026 First 9 Months Revenues: $49.1 Million FY2025 Revenues: FY2024 Revenues: $56.0 Million $6
Slide 12: Park Loves "Niche" Military Aerospace Programs
Park Loves “Niche” Military Aerospace Programs Park’s Estimated FY2026 First 9 Months Military Revenues by Market Segment ASTER 30 Missile Defense System Northrop Grumman LGM-35A “Sentinel” ICBM Estimated FY2026 First 9 Months Military Revenues: $20.6 Million Avio Vega Launch Vehicle Raytheon Standa
Slide 13: GE Aerospace Jet Engine Programs
GE Aerospace Jet Engine Programs Firm Pricing LTA (Requirements Contract) from 2019 through 2029 with Middle River Aerostructure Systems (MRAS), a subsidiary of ST Engineering Aerospace (STE) Redundant Factory…in production Sole Source for Composite Materials for Engine Nacelles and Thrust Rev
Slide 14: GE Aerospace Jet Engine Programs (Continued)
GE Aerospace Jet Engine Programs (Continued) Park Composite Materials are also Sole Source on primary structure component for Passport 20 Engines for Bombardier Global 7500/8000 (included in GE Aerospace LTA) Fan Case Containment Wrap for GE9X Engines for Boeing 777X Aircraft Produced with Par
Slide 15: Update on GE Aerospace Jet Engine Programs
Update on GE Aerospace Jet Engine Programs A320neo Aircraft Family (includes A319neo, A320neo, A321neo, A321LR and A321XLR Aircraft Variants) As of November 2025, Airbus had already delivered 4,275 A320neo Family Aircraft Airbus has a huge backlog of A320neo Aircraft Family firm orders of 7,90
Slide 16: Update on GE Aerospace Jet Engine Programs (Continued)
Update on GE Aerospace Jet Engine Programs (Continued) Airbus is targeting a delivery rate of 75 A320neo Family Aircraft per month by 2027 On October 7, 2025, the A320 Aircraft Family became the world’s most delivered commercial jet…ever And the A320neo Aircraft Family continues to rack up new
Slide 17: Update on GE Aerospace Jet Engine Programs (Continued)
Update on GE Aerospace Jet Engine Programs (Continued) • Park supplies into the A320neo Family Aircraft using the CFM LEAP-1A engine…Park has no content on the A320neo Family Aircraft using the Pratt PW1100G engine • According to the Third Quarter 2025 edition of Aero Engine News, the CFM LEAP-1A’s
Slide 18: Update on GE Aerospace Jet Engine Programs (Continued)
Update on GE Aerospace Jet Engine Programs (Continued) As of September 30, 2025, there were 7,900 firm LEAP-1A engine orders (Source: Third Quarter 2025 edition of Aero Engine News) The A320neo Aircraft Family Program could end up being Park’s largest program…ever Comac C919 with CFM LEAP-1C E
Slide 19: Update on GE Aerospace Jet Engine Programs (Continued)
Update on GE Aerospace Jet Engine Programs (Continued) Comac is increasing manufacturing capacity to achieve production rates of 150 C919 Aircraft per year by 2027 and 200 C919 Aircraft by 2029 Comac reportedly has over 1,200 orders for the C919 Aircraft Comac C909 (formerly the ARJ21) with GE
Slide 20: Update on GE Aerospace Jet Engine Programs (Continued)
Update on GE Aerospace Jet Engine Programs (Continued) Bombardier Global 8000 variant of Global 7500 Business Jet enters into service Also uses GE Passport 20 Engines Certified by the FAA and first delivery in December 2025 The fastest civilian aircraft since the Concorde with a top speed of
Slide 21: Update on GE Aerospace Jet Engine Programs (Continued)
Update on GE Aerospace Jet Engine Programs (Continued) Boeing now anticipates FAA certification, entry into service (EIS) and first delivery of the B777X in 2027 The Boeing CEO has indicated that the B777X aircraft and the GE9X Engines are performing quite well and mentioned increased FAA scruti
Slide 22: GE Aerospace Jet Engine Programs Sales History and Forecast Estimates
GE Aerospace Jet Engine Programs Sales History and Forecast Estimates GE Aerospace Programs Sales history: FY2020: $28.9 Million FY2024: $21.1 Million FY2021: $13.2 Million FY2025: $24.7 Million FY2022: $26.5 Million FY2026 Q1: $6.2 Million FY2023: $22.3 Million FY2026 Q2: $7.5 Mil
Slide 23: Park's Financial Performance History and Forecast Estimates
Park’s Financial Performance History and Forecast Estimates Sales and Adjusted EBITDA history: Sales Adjusted EBITDA FY2023 $54.1 Million $11.5 Million FY2024 $56.0 Million $11.0 Million* FY2025 $62.0 Million** $11.6 Million* FY2026 Q1 $15.4 Million $3.0 Million FY2026 Q2 $16.4 Million $3.4 Millio
Slide 24: Historical Fiscal Year Results and Forecast Estimate for FY2026
Historical Fiscal Year Results and Forecast Estimate for FY2026 (In Thousands)* FY2026 Forecast FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024*** FY2025 Estimate $72,500 to Sales $31,837 $40,230 $51,116 $60,014 $46,276 $53,578 $54,055 $56,004 $62,026 $73,500 Gross Profit $8,299 $11,288 $16,
Slide 25: Park's Share Buy-back Authorization and Activity
Park’s Share Buy-back Authorization and Activity…an Update As announced on May 23, 2022, Park’s Board of Directors authorized Park’s purchase of up to 1,500,000 shares of the Company’s Common Stock on the open market and in privately negotiated transactions Under this authorization, Park has pur
Slide 26: Park's Balance Sheet, Cash and Cash Dividend History
Park’s Balance Sheet, Cash and Very Incredible Cash Dividend History Park has zero long term debt! Park reported $63.6 Million in Cash and Marketable Securities as of the end of our FY2026 Q3 Park has paid 41 consecutive years of uninterrupted regular quarterly cash dividends without ever skip
Slide 27: Financial Outlook for GE Aerospace Jet Engine Programs
Financial Outlook for GE Aerospace Jet Engine Programs…the “Juggernaut” What is the “timing” for the Juggernaut? We are not sure, but the Juggernaut is coming at us NOW, it can’t be stopped and we better be ready! Airbus A321neo with LEAP-1A Engine 011326 Slide 27
Slide 28: Revenue Outlook…the "Juggernaut"
GE Aerospace Jet Engine Programs Revenue Outlook…the “Juggernaut” Engine Units per Year Revenue per Engine Annual Revenues per Program Assumptions¹ Unit Estimates² Program Estimates 4 A320neo³ 1080 $29,500 $31,860K 5 PP20 90 $66,500 $5,985K 6 C919 300 $27,500 $8,250K 7 C909 72 $35,500 $2,555K 8 GE9X
Slide 29: Revenue Outlook…the "Juggernaut" (Continued)
GE Aerospace Jet Engine Programs Revenue Outlook…the “Juggernaut” (Continued) ¹ Except for the engine units per year assumption for the A320neo Aircraft Family, which is addressed in footnote 4 below, the engine units per year assumption estimates are based upon historical data, customer inputs and
Slide 30: War (and Peace?) Park's New Juggernaut
War (and Peace?) Park’s New Juggernaut Unprecedented Demand for Missile Systems Missile Systems stockpiles have been seriously depleted by the wars in Europe and the Mid-East • There is an urgent need to replenish the depleted Missile Systems stockpiles According to WSJ reporting: • The Pentag
Slide 31: War (and Peace?) Park's New Juggernaut (Continued)
War (and Peace?) Park’s New Juggernaut (Continued) • Patriot Missile Systems were moved to Qatar from South Korea and Japan in anticipation of Iran’s ballistic missile strike in response to the US strategic bombing of Iran’s nuclear weapon sites • But the DoW wants to very significantly increase Pat
Slide 32: War (and Peace?) Park's New Juggernaut (Continued)
War (and Peace?) Park’s New Juggernaut (Continued) On January 6, 2026, Lockheed Martin announced it reached a SEVEN YEAR agreement with the US Department of War to increase its Patriot PAC-3 Missile Segment Enhancement (MSE) Interceptor production capacity from 600 per year to 2,000 per year • Ove
Slide 33: War (and Peace?) Park's New Juggernaut (Continued)
War (and Peace?) Park’s New Juggernaut (Continued) Park supports the PAC-3 Patriot Missile System with specialty ablative materials produced with ArianeGroup’s proprietary C2®B fabric Park is sole source qualified for specialty ablative materials on the PAC-3 Missile System program Park was re
Slide 34: War (and Peace?) Park's New Juggernaut (Continued)
War (and Peace?) Park’s New Juggernaut (Continued) On March 27, 2025, Park entered into the “New Agreement” with ArianeGroup under which Park agreed to advance €4,587,000 to Ariane against future purchases by Park of C2®B fabric • This advance is to be used by Ariane to increase its C2®B fabric ma
Slide 35: War (and Peace?) Park's New Juggernaut (Continued)
War (and Peace?) Park’s New Juggernaut (Continued) We have referenced the Patriot Missile System program above because it is a very high profile and well known program, but there are numerous other critical missile programs currently in production or in development which Park is actively supportin
Slide 36: Park's Major New Composite Materials Manufacturing Plant
Park’s Major New Composite Materials Manufacturing Plant Park is planning to build a major new Composite Materials Manufacturing Plant The new plant is being designed to be a fully functioning and integrated composite materials manufacturing plant, and will include the following new manufacturin
Slide 37: Park's Major New Composite Materials Manufacturing Plant (Continued)
Park’s Major New Composite Materials Manufacturing Plant (Continued) The plant is not being designed to produce composite parts, structures and assemblies at this time Planned plant size: approximately 120 thousand square feet When complete and operational, the new plant will approximately dou
Slide 38: Park's Major New Composite Materials Manufacturing Plant (Continued)
Park’s Major New Composite Materials Manufacturing Plant (Continued) Where will Park’s new manufacturing plant be located? We have a finalist site location in the US Midwest, but approvals from the local community and economic development group are still forthcoming Why are we building this ne
Slide 39: Park's Major New Composite Materials Manufacturing Plant (Continued)
Park’s Major New Composite Materials Manufacturing Plant (Continued) • Park’s calling cards: Flexibility Responsiveness Urgency We are doing this to ensure Park is able to continue to do the things which got us here • It would be a very unfortunate mistake to abandon the things which got us
Slide 40: Park's Major New Composite Materials Manufacturing Plant (Continued)
Park’s Major New Composite Materials Manufacturing Plant (Continued) Park’s long-term sales outlook for composite materials, including film adhesive materials and lightning strike protection materials How was this outlook computed? What does this outlook include, and what does it not include?
Slide 41: Park's Newly Announced Public Offering
Park’s Newly Announced Public Offering Today, Park filed a Form S-3 Registration Statement and Prospectus Supplement with the SEC for a $50 Million “At-the-Market” (ATM) public offering of Park’s common stock What is the purpose of this offering and financing? To replenish a portion of the app
Slide 42: 011326 Slide 42
011326 Slide 42