Park Aerospace (PKE) Company presentation summary

Business profile and markets

• Develops solution and hot-melt advanced composite materials, including prepregs, film adhesives, lightning-strike protection, specialty ablatives and radome materials; also fabricates composite parts, structures, assemblies and low-volume tooling.

• Materials and parts serve commercial and business aircraft, military aircraft, engines, drones, missiles, hypersonic systems, rotary-wing aircraft, space and other aerospace applications.

• FY2027 Q2 top five customers: AAE Aerospace, Kratos Defense & Security Solutions, L3Harris Missile Solutions, MRAS and subcontractors, and The Nordam Group.

• FY2026 revenue was $73.3M: commercial aircraft 47%, military 46% and business aircraft 7%; FY2027 first-six-month revenue was $39.1M.

Commercial aircraft and engine programs

• Sole-source qualified on multiple GE Aerospace and CFM nacelle and thrust-reverser components; programs include GEnx-2B, LEAP-1A, LEAP-1C, CF34-10A and Passport 20, under an MRAS requirements contract through 2029.

• Exclusive supplier of automated fiber-placement composite materials for the GE9X fan-case containment wrap on Boeing 777X aircraft.

• As of August 2026, Airbus had delivered 4,741 A320neo-family aircraft and held 7,571 firm orders; August 2026 YTD deliveries were 369 versus 333 in August 2025 YTD.

• Airbus targets 70–75 A320neo-family deliveries per month by end-2027 and 75 thereafter; LEAP-1A held 66.9% of firm engine orders at June 30, 2026, equivalent to 1,204 engines annually at 75 aircraft per month.

• GE Aerospace program sales were $29.2M in FY2026; FY2027 forecast is $32M–$35M, including Q3 estimate of $8M–$8.5M.

Missile systems and supply chain

• Supplies specialty ablative materials for solid rocket motors, including sole-source-qualified materials for PAC-3 MSE; also produces structural composite materials for other missile components.

• Lockheed announced a seven-year agreement to raise PAC-3 MSE interceptor production capacity from 600 to 2,000 annually; L3Harris received a $1B government investment to increase solid rocket motor production.

• ArianeGroup and the business signed a July 2026 term sheet for a U.S. C2B fabric plant; all output is allocated to support PAC-3 MSE and other critical missile programs.

• A $25M commitment through advance payments is expected in 2026–2027, applied against fabric purchases beginning in 2030; the U.S. plant timeline was accelerated by six months or more.

• European C2B capacity is expected online in 2028, with approximately half allocated to the business; combined U.S. and European supply is expected to support PAC-3 MSE production at 2,000 interceptors annually and other programs.