Park Aerospace

PKE · NYSE

$25.67−$0.50 (−1.91%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $26.17

PKE analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy2
Hold0
Underperform0
Sell0

12-month price target · 3 analysts

Average $43.35 (+68.9% upside)

Low: $42.42
Now: $25.67
High: $45.15

Upgrades and downgrades

The latest rating actions, newest first

PKE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citizens	Oct 9, 2026	Maintains	Market Outperform	$42.00	68%
Needham	Oct 9, 2026	Maintains	Buy	$43.00	59%
Needham	Jul 21, 2026	Maintains	Buy	$43.00	59%
Needham	Jul 13, 2026	Initiates	Buy	$43.00	59%
Citizens	Jun 9, 2026	Initiates	Market Outperform	$42.00	68%

The case for and against

Updated Oct 15, 2026

Bull case

Park Aerospace is supported by a durable two-engine growth story in commercial aerospace and defense, with FQ2’27 revenue up 27% y/y to $20.8M, adjusted EBITDA up 55% to $5.3M, and gross margin expanding to 34.3%. Its outlook is strengthened by sole-source or highly sticky positions on key programs such as PAC-3 Patriot and GE Aerospace’s LEAP/A320neo platform, where management lifted the long-term GE-related target to $62.3M annually despite a modest FY27 guide trim to $32.0M–$35.0M. The company also has a strong balance sheet, ending FQ2’27 with $114.8M in cash and marketable securities, no debt, and a major Tulsa plant expected to triple solution-treating capacity and roughly double hot-melt prepreg and film adhesive capacity.

Bear case

Park Aerospace is facing a bearish setup because its near-term growth outlook is modest, with F3Q27 sales guided to just $21.0M–$22.5M and adjusted EBITDA of $5.0M–$5.8M, while FY27 GE Aerospace program sales guidance was cut to $32.0M–$35.0M from $34.0M–$38.0M. The company’s earnings profile is fragile due to extreme customer concentration, as the top ten customers accounted for 64%–69% of sales over the last three completed fiscal years and GE Aerospace programs contributed roughly 40% of FY25 revenue through MRAS. In addition, single-site manufacturing, specialized single-sourced inputs, geopolitical exposure to China, and declining Business Aircraft sales make margin pressure and execution risk likely to outweigh the benefits of its niche positioning.

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