HIGHOutside partyCustomer
53%
five largest Assembly Components customers
“10-K Item 1: 'The five largest customers of Assembly Components accounted for approximately 53% and 55% of segment sales for 2025 and 2024, respectively.'”
PKOH · Concentration risk · 10-K extracted
Park-Ohio Holdings (PKOH) concentration risks
Updated
The most significant concentration Park-Ohio Holdings discloses is five largest Assembly Components customers at 53%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Park-Ohio Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH1
MEDIUM3
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partyCustomer
36%
five largest Supply Technologies customers
“10-K Item 1: 'The five largest customers, to which Supply Technologies sells through sole-source contracts to multiple operating divisions or locations, accounted for approximately 36% and 34% of the sales of Supply Technologies in 2025 and 2024, respectively.'”
MEDIUMOutside partyCustomer
32%
automotive and heavy-duty truck industries
“10-K Item 1A: 'We derived 32% and 7% of our net sales during the year ended December 31, 2025 from the automotive and heavy-duty truck industries, respectively.'”
MEDIUMOutside partyCustomer
25%
ten largest customers
“10-K Item 1A: 'For the year ended December 31, 2025, our ten largest customers accounted for approximately 25% of our net sales.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Park-Ohio Holdings' concentration profile is segment-specific rather than uniform across the business. The most acute number sits in Assembly Components, where the five largest customers accounted for approximately 53% of segment sales in 2025, down slightly from 55% in 2024 — a high-share dependency within that segment. Supply Technologies is less concentrated by comparison: its five largest customers, sold to largely through sole-source contracts across multiple divisions and locations, made up about 36% of segment sales in 2025 versus 34% in 2024. At the enterprise level, the company derived 32% of net sales from the automotive and heavy-duty truck industries in 2025, layering an end-market cyclicality on top of the customer-level concentrations already described, while the ten largest customers company-wide accounted for approximately 25% of net sales — a more moderate share once averaged across all segments. Because Assembly Components carries meaningfully more customer concentration than the company overall, that segment is the one most likely to move the verdict on its own; the automotive and heavy-duty-truck end-market exposure adds a macro-cyclical layer that would compound stress in that same segment during an auto-sector downturn.
For the engine’s reasoning on PKOH’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Specialty Industrial Machinery
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CMI | Cummins Inc. | 2 | 1 | 0 | 3 |
| PKOH● | Park-Ohio Holdings Corp. | 1 | 3 | 0 | 4 |
| AOS | A.O. Smith Corporation | 1 | 1 | 1 | 3 |
| AMSC | American Superconductor Corpora | 0 | 1 | 0 | 1 |
| AME | AMETEK, Inc. | 0 | 0 | 1 | 1 |
| BW | Babcock & Wilcox Enterprises, I | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.