PKOH · Park-Ohio Holdings Corp. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on PKOH. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About PKOH · Park-Ohio Holdings Corp.
Park-Ohio Holdings Corp. provides supply chain management outsourcing services, capital equipment, and manufactured components in the United States, Europe, Asia, Mexico, Canada, and internationally. The company operates through three segments: Supply Technologies, Assembly Components, and Engineered Products. The Supply Technologies segment offers Total Supply Management, a solution that manages aspects of supplying production parts and materials, such as engineering and design support, part usage and cost analysis, supplier selection, quality assurance, bar coding, product packaging and tracking, just-in-time and point-of-use delivery, electronic billing services, and ongoing technical support. This segment also provides production components, including valves, fuel hose assemblies, electro-mechanical hardware, labels, fittings, and steering components; and precision cold-formed and cold-extruded fasteners, and locknuts, as well as nuts, bolts, and wheel hardware under the SPAC brand. The Assembly Components segment offers high pressure direct fuel injection fuel rails and pipes; fuel filler pipes; plastic and rubber assemblies; Turbo Charging and Turbo Coolant hoses; and design engineering, machining, and parts assembly value-added services. The Engineered Products segment provides field services, induction heating and melting systems, pipe threading systems, and forged and machined products for the ferrous and non-ferrous metals, silicon, coatings, forging, foundry, automotive, and construction equipment industries. This segment also engineers and installs mechanical forging presses; sells spare parts, machine, induction harden, and surface finish crankshafts and camshafts for use in locomotives; and forge aerospace and defense structural components comprising landing gears and struts, and railcar center plate and draft lug rail products. Park-Ohio Holdings Corp. was founded in 1907 and is headquartered in Cleveland, Ohio.
Live Quote
BUY (score +8) · 12-1 mom 70.1% · RSI 70 · above_both · -0.3% from high
Targets blend Wall Street consensus (2 analysts: low $37.00 / mean $39.50 / high $42.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Heavy leverage (net debt/EBITDA ~5x) and a string of recent EPS misses undermine the cheap multiple thesis, while near-zero IV eliminates viable income structures and the customer concentration anti-signal triggers a hard skip.
Heavy leverage (net debt/EBITDA ~5x) and a string of recent EPS misses undermine the cheap multiple thesis, while near-zero IV eliminates viable income structures and the customer concentration anti-signal triggers a hard skip.
Park-Ohio is a diversified industrials company (supply chain management + manufactured components + capital equipment) trading near its 52-week high at $30.62 with a forward P/E of only ~9x — a steep discount to industrial sector peers at 15–20x. The investigation trigger cited Form 4 activity, but the recent filings were RSU dividend-equivalent vesting events (code A), not open-market purchases; however, CEO Matthew Crawford did receive 20,265 shares via gift transfer in December 2025 and holds ~890K shares directly with substantial indirect ownership through entities. Q1 FY2026 results beat on revenue ($421M vs $414M est.) while EPS met estimates exactly at $0.65. Management reaffirmed full-year guidance and disclosed a formal strategic alternatives review for the Southwest Steel Processing (SSP) business — a potential catalyst if a sale closes above book value. The stock has run 44% year-to-date, is near the top of its historical range, and carries heavy leverage (net debt/EBITDA ~5x), which constrains upside despite cheap multiples.