Park Aerospace Corp. (PKE) Q4 2025 Earnings – Full Coverage

Описание: *Park Aerospace Corp. (PKE) Q4 2025 Earnings – Full Coverage*

*Key Highlights:*
*Financials* – Q4 2025 sales $16.9M (+21% YoY), gross margin 29.3%, adjusted EBITDA $3.6M, cash $68.8M; FY25 sales $62M (+11%), included $7.5M C2B fabric.
*Operations* – Production exceeded sales by $1.4M, boosting EBITDA; sold $4.4M C2B fabric; new factory ramp-up burdens P&L; lightning strike material certified for Global 7500.
*Strategy* – CEO Brian Shore emphasized $35M (±$5M) manufacturing expansion for defense/missile programs, $4.6M EUR advance to ArianeGroup for C2B capacity, and focus on GE Aerospace and A320neo programs.
*Outlook* – Q1 2026 sales $15-16M (including $1.2M C2B), EBITDA $2.5-3M; plans major plant expansion (Kansas or remote) for juggernaut (A320neo, ~$250M+ opportunity); expects C2B requalification update by May 2025 end.

*Timestamps:*
[00:00] – Opening Remarks and Introduction
[00:48] – CEO Financial Overview (Brian Shore)
[05:22] – Q4 Production and C2B Sales
[10:42] – C2B Requalification Update (Mark Esquivel)
[14:42] – Key Programs and Customers
[22:39] – GE Aerospace and A320neo Outlook
[30:20] – Hypersonic Trials Update (Mark Esquivel)
[33:44] – Tariff Impacts (Mark Esquivel)
[36:50] – Manufacturing Expansion Plans
[50:17] – Q&A Session Begins
[50:17] – Tariff Impacts on Industry (Nick Ripostela)
[51:18] – Supply Chain and Engine Issues
[57:18] – Expansion Confidence and Growth

*Keywords:* Park Aerospace, Q4 2025 earnings, PKE stock, C2B fabric, A320neo, GE Aerospace, manufacturing expansion, defense programs, juggernaut, tariffs

*Buy, Hold, or Sell?*
Park Aerospace Corp. (PKE) is a **BUY**. Robust defense opportunities, strong cash position, and strategic expansion outweigh near-term C2B and tariff uncertainties.

*Max Position* – Allocate *3-5%* in a diversified portfolio.

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*Full Details:* [Park Aerospace Investor Relations](https://parkaerospace.com/investors/)

*Disclaimer:* This video includes segments from the earnings call by Park Aerospace Corp., used solely for educational and informational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by Park Aerospace Corp. is implied. All rights to the original content remain with the company. For the official call, visit [https://parkaerospace.com/investors/](https://parkaerospace.com/investors/). For inquiries or requests for removal, please contact us at [email protected].