Park Electrochemical Corp (PKE)
NYSE:PKE
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Earnings Data
Report Date
Jul 02, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.1Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive outlook anchored by strong cash, no long‑term debt, sole‑source positions (notably C2B/PAC‑3), a fiscal 2026 revenue breakout ($73.3M), and significant demand tailwinds from missile stockpile replenishment and major commercial aircraft programs. Offsetting risks include near‑term margin pressure from low‑markup fabric sales, supply‑chain/missed shipment disruptions, critical capacity constraints for C2B that require multi‑year investments, and likely higher capital needs beyond current cash balances. Management emphasized disciplined capital actions (opportunistic buybacks and ATM use) and active expansion planning but acknowledged execution and funding risks.Company Guidance
Q4 Financial Results Within Guidance
Q4 sales of $24.2M, gross profit $6.93M, gross margin 28.7% (below 30% target), adjusted EBITDA $5.17M and EBITDA margin 21.4%; results came in within the prior guidance ranges (sales guidance $23.5–24.5M; adjusted EBITDA guidance ~$4.75–5.25M).
Fiscal 2026 Revenue Recovery / Breakout
Fiscal 2026 total sales reached $73.3M, representing a recovery and breakout relative to the post‑pandemic years after a multi-year industry slump; GE engine program sales for fiscal 2026 were $29.3M.
Strong Cash Position and Capital Flexibility
Cash and marketable securities of $89.4M at quarter end, zero long‑term debt, and a $50M-at‑the‑market registration available ( ~$22.8M raised to date by selling ~943K shares at $24.21 ).
Share Repurchases and Capital Actions
Repurchased ~718K shares at $12.94 per share totaling ~$9.29M, while also executing ATM sales (943K shares for $22.8M) — demonstrating opportunistic capital deployment and shareholder focus.
Exclusive C2B Relationship and Significant Q4 C2B Sales
Exclusive North American distributor for ArianeGroup RAYCARB C2B fabric; C2B fabric sales of $7.1M in Q4 and $1.3M of higher‑margin ablative materials produced from that fabric shipped in Q4, positioning Park to capture stronger margins when stockpiled fabric is converted into parts.
Sole‑source / Strategic Position in Missile Systems
Sole‑source qualified for advanced composite ablative materials on PAC‑3 and other missile systems; strong tailwinds from urgent global replenishment needs and DoD initiatives (including reported DoD $1B investment and industry push to increase interceptor production).
Large Addressable Commercial Aircraft Opportunity
Meaningful exposure to major commercial programs (A320neo family, 777X, COMAC C919) with GE engine program Q4 sales $8.1M and management forecasting GE program sales of $34–38M for the year; A320neo LEAP‑1A market share cited at 66.2% (per Aero Engine News) potentially supporting sizable long‑term demand.
Active Capacity Expansion Planning
Planning a major new manufacturing plant to support composite product lines (ablatives, film adhesives, hot‑melt film/tape, lightning protection); current design contemplates significant additional solution‑treating capacity and an expanded site (~targeting up to ~20 acres) to enable future growth.
PKE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PKE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | $36.41 | $31.87 | -12.47% |
Jan 13, 2026 | $23.17 | $25.39 | +9.58% |
Oct 09, 2025 | $20.60 | $19.51 | -5.29% |
Jul 15, 2025 | $15.27 | $17.03 | +11.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Park Electrochemical Corp (PKE) report earnings?
Park Electrochemical Corp (PKE) is schdueled to report earning on Jul 02, 2026, Before Open (Confirmed).
What is Park Electrochemical Corp (PKE) earnings time?
Park Electrochemical Corp (PKE) earnings time is at Jul 02, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is PKE EPS forecast?
Currently, no data Available