NPK International Inc. specializes in supplying products, rental equipment, and diverse services, primarily catering to the exploration and production (E&P) sector of ...
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Est. EPS $0.13 · Revenue $78.15M · 2 analysts
Est. EPS $0.15 · Revenue $84.50M · 2 analysts
Est. EPS $0.55 · Revenue $319.32M · 2 analysts
Est. EPS $0.14 · Revenue $84.50M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $277.0M | +27.4% | +8.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $35.9M | +123.9% | +14.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +35.6% | +0.5% | +4.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +16.9% | +13.4% | +0.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +13.0% | +118.8% | +5.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $26.3M | +590.8% | +21.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +9.5% | +485.3% | +11.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 10.4% | +82.8% | -5.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.43x | -43.6% | +2.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $441.8M | +12.2% | +2.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.42 vs 0.40 | +6.1% | 0.14 vs 0.13 | +7.7% |
| Revenue Surprise | $277.0M vs $270.7M | +2.3% | $81.6M vs $78.6M | +3.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | ROBESON ROSE M | director | Common Stock | D | 10,000 | $13.49 |
| Aug 17, 2026 | Lewis Michael A | director | Common Stock | D | 2,013 | $14.26 |
| Jul 28, 2026 | Pederson Kristen J. | director | Common Stock | A | 6,614 | — |
| Jul 28, 2026 | Pederson Kristen J. | director: | — | — | 0 | — |
| Jun 8, 2026 | Briggs Lori | officer: VP & President, Ind. Solutions | Common Stock | D | 8,325 | $14.75 |
Operator: Hello, everyone. Thank you for joining us, and welcome to NPK International 2Q '26 Earnings. . I will now hand the conference over to Gregg Piontek, Senior Vice President and Chief Financial Officer. Please go ahead. Greggg Piontek: Thank you, operator. I'd like to welcome everyone to the NPK International Second Quarter 2026 Conference Call. Joining me today is Matthew Lanigan, our President and Chief Executive Officer. Before handing over to Matthew, I'd like to highlight that today's discussion contains forward-looking statements regarding future business and financial expectations. Actual results may differ significantly from those projected in today's forward-looking statements due to various risks and uncertainties including the risks described in our periodic reports filed with the SEC. Except as required by law, we undertake no obligation to update our forward-looking statements. Our comments on today's call may also include certain non-GAAP financial measures. Additional details and reconciliations to the most directly comparable GAAP financial measures are included in our quarterly earnings release, which can be found on our website. There will be a replay of today's call that will be available by webcast within the Investor Relations section of our website at npki.com. Please note that the information disclosed on today's call is current as of July 30, 2026. At the conclusion of our prepared remarks, we will open the line for questions. And with that, I would like to turn the call over to our President and CEO, Matthew Lanigan. Matthew Lanigan: Thanks, Gregg, and welcome to everyone joining us on today's call. Our solid second quarter results yet again demonstrate our team's commitment to growth, the continued momentum in our core markets and the operating leverage inherent in our business model. During the quarter, we made meaningful progress on our strategic priorities, including our manufacturing expansion, which has us well positioned for further scale and strength moving forward. Looking at the quarter, we delivered $82 million of revenue, an increase of 20% from last year with strong profitability capture driven by year-over-year growth in both product sales and rentals. Total rental and service revenues achieved another quarterly high at $54 million, a 16% year-over-year increase. This result was particularly pleasing due to the unique nature of our second quarter. As we mentioned on our Q1 call, our Q2 expectation was influenced by the anticipated completion timing of multiple large-scale projects, which ultimately represented over 25% of our domestic mat fleet. Despite the accelerated timing relative to previous expectations, our ability to absorb these large project transitions while continuing to grow profitably in the quarter once again demonstrates the benefits of our scale, the resilience of our business model and our operations team's ability to manage multiple large project transitions for our customers. …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Matthew S. Lanigan | President, Chief Executive Officer & Director | USD 4,137,623 | Male | 1971 | Active |
Gregg S. Piontek | Senior Vice President, Chief Financial Officer & Principal Accounting Officer | USD 1,898,997 | Male | 1971 | Active |
Lori A. Briggs | Executive Vice President of Business Operations | USD 1,375,733 | Female | 1973 | Active |
David A. Paterson | Corporate Vice President & President of Fluids Systems | USD 1,113,614 | Male | 1971 | Active |
Celeste Fruge | Vice President, General Counsel, Chief Compliance Officer & Corporate Secretary | USD 790,200 | Female | 1973 | Active |
Nathan Snoke | Senior Vice President of Western Hemisphere | — | Male | — | Active |
NPK International NYSE: NPKI reported second-quarter 2026 revenue of $82 million, up 20% from a year earlier, as growth in product sales and rental activity drove higher profitability. The company also raised its full-year adjusted EBITDA outlook following what President and CEO Matthew Lanigan described as continued momentum in its core markets.
NPK International Inc. (NPKI) Q2 2026 Earnings Call Transcript
Arrowstreet Capital Limited Partnership lifted its holdings in NPK International Inc. (NYSE: NPKI) by 46.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,539,088 shares of the company's stock after buying an additional 486,846 shares during the quarter. Arrowstreet Capital Limited Partnership
THE WOODLANDS, Texas--(BUSINESS WIRE)--NPK International Inc. (NYSE: NPKI) (“NPK” or the “Company”) today announced results for the three and six months ended June 30, 2026. SECOND QUARTER 2026 RESULTS (all comparisons versus the prior year period unless otherwise noted) Revenues of $81.6 million, +20% Operating income from continuing operations of $16.1 million, 19.7% operating margin Income from continuing operations of $12.0 million, or $0.14 per diluted share Adjusted EBITDA from Continuing.
THE WOODLANDS, Texas--(BUSINESS WIRE)--NPK International Inc. (NYSE: NPKI) (“NPK” or the “Company”) today announced that Kristen J. Pederson has been appointed as a new member to its board of directors (“the Board”), effective July 28, 2026. Ms. Pederson brings extensive public company board, strategic planning, governance, finance and audit experience to NPK. Her appointment further strengthens the Board's depth of expertise as the Company continues to execute its strategy, expand its market p.
