Park Aerospace (PKE) Q3 2026 Earnings Transcript
View original at nasdaq.comPark Aerospace (PKE) Q3 2026 Earnings Transcript Image source: The Motley Fool. DATE Tuesday, January 13, 2026 at five p.m. ET CALL PARTICIPANTS Executive Chairman — Brian ShorePresident and Chief Operating Officer — Mark A…
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New $50M manufacturing facility will double existing composite materials manufacturing capacity
80% confidencePlant investment ROI is extremely attractive, investors would not have problem with returns
80% confidenceFull year GE Aerospace program sales forecast of $29M-$29.5M
80% confidenceLockheed Martin targeting 2,000 PAC-3 units over 7-year agreement period
80% confidenceCOMAC C919 has 1,200+ orders reported
80% confidencePark has authorization to repurchase 1.5M shares, has executed 718,000 shares at $12.94 average, with no purchases in Q2, Q3, or Q4 to date
80% confidenceMiddle River Aerostructure Systems informed of nacelle demand significantly more than 7,900 units
80% confidenceAirbus targeting 75 aircraft per month delivery rate in 2027, 50% increase from current ~51/month
80% confidenceLargest PAC-3 Patriot deployment in history to Qatar Forward Air Base after Iran ballistic missile strikes, systems relocated from South Korea and Japan
80% confidencePark has paid dividends for 41 consecutive years totaling $29.72 per share since 2005
80% confidenceNew facility completion targeted for second half of calendar 2027
80% confidenceBoeing 777X has 600+ orders with FAA certification/EIS/first delivery now expected in 2027, in Phase 3 of certification testing
80% confidenceNew facility operational (producing/selling qualified product) targeted for second half of calendar 2028
80% confidenceUnprecedented demand for missile systems with urgent need to replenish seriously depleted stockpiles from wars in Europe and Mideast
80% confidenceQ4 FY2026 EBITDA guidance of $4.75M-$5.25M
80% confidenceCFM significantly ramped up production deliveries
80% confidenceBoeing CEO cited increased FAA scrutiny post-737 MAX issues as factor in 777X delays
80% confidenceCOMAC C909 has 75+ delivered, operating in 10-12 Asian countries, carried 30M+ passengers, 385 open orders, at production rate
80% confidenceCOMAC C919 expected to fall short of 2025 delivery target due to supply chain and international trade issues
80% confidenceAirbus delivered 97 aircraft in December 2025
80% confidenceC2B fabric sales were $0 in Q3, but materials manufactured with C2B fabric exceeded $1M with strong margins
80% confidenceCOMAC building capacity for 200 C919 aircraft per year by 2027-2029, current target 150/year
80% confidenceLockheed Martin PAC-3 production capacity expanded from 375 units (2 years ago) to 600 (current) with target of 2,000 units annually, 60% increase in last 2 years alone
80% confidenceWe are not looking to become a mill, not going to abandon how we got here. Will maintain flexibility, responsiveness, urgency as core competitive advantages.
80% confidenceLEAP 1A engine has 64.5% firm order market share versus Pratt & Whitney GTF based on thousands of total orders/backlog
80% confidenceQ3 missed shipments of $740K due to international freight, supply chain, and spec/engineering issues
80% confidenceQ4 GE Aerospace program sales forecast of $7.25M-$8.25M
80% confidenceTarget of ~$200M annual composite materials sales by end of FY2031 based only on known programs, known customers, known sales with no 'other' category
80% confidencePark recently asked to increase expected output by significant orders of magnitude for missile programs
80% confidenceDepartment of War wants very significantly increased missile stockpiles in Asia
80% confidence