Park-Ohio Holdings Corp. (PKOH)

Over the past six months, Park-Ohio Holdings Corp.'s stock price has experienced a decline. As of October 2, 2025, the share price was $20.99, a decrease of 29.18% from $29.64 on October 3, 2024. Q1 2025 results showed a decrease in net sales and EPS due to lower customer demand. For the first half of 2025, revenue totaled $805.5 million, a 5.3% year-over-year drop. In August 2025, Park-Ohio refinanced $350 million in senior secured notes and extended its $405 million revolving credit facility. The company reported EBITDA of $35.2 million in Q2 2025, up from $33.9 million in Q1 2025. The Engineered Products segment showed strong execution and increased profitability.

Demand seasonality for Park-Ohio Holdings Corp.'s products and services is influenced by the health of the automotive, aerospace, and industrial sectors. In Q1 2025, lower customer demand was observed in certain end markets in North America, partially offset by increased demand in other markets. The Engineered Products segment has shown strong and consistent demand. Management noted lower demand for the company's goods in the first half of 2025, but anticipates a rebound in its Engineered Products Group. Park-Ohio is aligned with secular trends such as the U.S. onshoring movement, which are likely to drive demand for its engineered solutions.

Park-Ohio Holdings Corp. is a diversified international company specializing in industrial supply chain logistics and manufacturing, headquartered in Cleveland, Ohio. The company operates within the Industrial Goods sector, focusing on Metal Fabrication, Specialty Industrial Machinery, and industrial supply chain logistics. Park-Ohio's business model integrates its diverse product and service offerings to provide value-added solutions to clients across various industries, including automotive, aerospace, energy, and industrial equipment. The company operates through three primary business segments: Supply Technologies, Assembly Components, and Engineered Products.

Park-Ohio Holdings Corp. has a global presence, operating through a network of approximately 130 manufacturing, distribution, and service facilities across North America, Europe, and Asia. Specifically, the company conducts business in the United States, Asia, Europe, Canada, and Mexico.

Park-Ohio Holdings Corp. has a long-standing presence in industrial supply chain logistics and manufacturing, with a history dating back to 1907. The company emphasizes its commitment to innovation, quality, and customer service. The company's financial performance and strategic initiatives would implicitly influence its reputation among investors and in the market. The successful refinancing of debt and extension of credit facilities also reflect positively on its financial management and stability.

Park-Ohio Holdings Corp. has 235 institutional owners and shareholders holding a total of 10,028,201 shares. Major institutional owners include Gamco Investors, Inc. Et Al, Private Management Group Inc, and Dimensional Fund Advisors Lp. Individual insiders hold approximately 31.5% of the shares, while the general public holds about 12.9%. PKOH insiders have bought more shares than they have sold in the past three months.