Ampco-Pittsburgh Corp (AP)
NYSEIndustrialsManufacturing - Metal FabricationSnapshot 2026-09-04
NYSEIndustrialsManufacturing - Metal FabricationSnapshot 2026-09-04
QuarterlyIQ Insights · AP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Drive growth by improving customer order activity and backlog in both Forged and Cast Engineered Products and Air and Liquid Processing segments.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2 and a mid-year 2026 release. Customer order activity increased 32% year over year to $268 million in H1 2026, with backlog rising $39.9 million sequentially to $385.4 million by 2026-Q2. The trajectory is delivering with sequential backlog growth and record order activity supporting management's stated growth focus.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=6963).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Customer order activity increased sequentially during the quarter, resulting in backlog growth...”
“Q1 customer orders of $124 million, led by strong Air & Liquid demand with steel trends stabilizing”
Complete the closure of the U.K. cast roll facility to realize $7 to $8 million annual EBITDA improvement and $5 million operating income improvement.
Stated in 4 quarters from 2025-Q3 through 2026-Q2. Management expects $7 to $8 million annual EBITDA and at least $5 million operating income improvement from closing the U.K. facility. The 2026-Q2 results reflect closure impacts in prior year and ongoing benefits expected through 2026, indicating progress consistent with management's stated cost savings priority.
“Closure of the U.K. cast roll facility included in prior-year results; benefits expected over balance of 2026”
“Benefits from actions taken to optimize operating footprint, including closure of U.K. plant, expected over balance of 2026”
“We expect closing the U.K. facility will have a positive annual EBITDA impact of $7 to $8 million”
“Company expects at least $7 to $8 million per year adjusted EBITDA improvement post-U.K. exit”
Focus on ongoing improvement in operating performance across segments as demand recovers and operational efficiencies are realized.
Stated in 3 quarters including 2025-Q4, 2026-Q1, and 2026-Q2. Adjusted EBITDA grew 22% year over year to $9.8 million in 2026-Q2 with margin expansion of 240 basis points to 9.5%. Operating income improved from prior year losses to positive $2.6 million in 2026-Q1 and $5.1 million in 2026-Q2, showing delivering trajectory consistent with management's focus on improving operating performance.
“Benefits of actions taken during 2025 and continued progress as commercial activity and operating performance improved”
“Sequentially improving first quarter results reflecting continued execution against strategic priorities”
“Company believes current trends support ongoing improvement in operating performance as 2026 progresses”
Over the trailing year it converted -0.17x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.