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May 1, 2026·SEC
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NPK International Inc.(NPKI)Earnings, Financials & Key Ratios
NPKI•NYSE
$13.72
32.7× P/E·Price updated Jul 7, 2026
AboutNPK International Inc. provides products, rentals, and services primarily to the oil and natural gas exploration and production (E&P) industry. It operates through two segments, Fluids Systems and Industrial Solutions. The Fluids Systems segment provides drilling, completion, and stimulation fluids products and related technical services to customers primarily in the North America, Europe, the Middle East, and Africa, as well as other countries in the Asia Pacific and Latin America. The Industrial Solutions segment offers composite matting system rentals utilized for temporary worksite access; related site construction and services to customers in various markets, including power transmission, E&P, pipeline, renewable energy, petrochemical, construction, and other industries primarily in the United States and Europe; recyclable composite mats to customers worldwide; and access road construction, site planning and preparation, environmental protection, erosion control, and site restoration services. The company was formerly known as Newpark Resources, Inc. and changed its name to NPK International Inc. in December 2024. The company was incorporated in 1932 and is headquartered in The Woodlands, Texas.Show more
- Revenue$277M+27.4%
- EBITDA$72M+20.7%
- Net Income$36M+123.9%
- EPS (Diluted)0.42+124.0%
- Gross Margin35.64%+0.5%
- EBITDA Margin26.08%-5.3%
- Operating Margin16.87%+13.4%
- Net Margin12.97%+118.8%
- ROE10.61%+126.2%
NPKI Price & Volume
NPK International Inc. (NPKI) stock price & volume — 10-year historical chart
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Strategic Pivot Drives Infrastructure Rental Margin Resilience
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Utility CAPEX cycle dependency
Key Thesis Takeaways
- NPKI is currently executing a fundamental transition from legacy oilfield services toward a specialized infrastructure rental model, evidenced by a significant asset base contraction to $437.9 million as of 2026Q1.
- While the shift toward high-margin rental solutions has stabilized gross margins at approximately 35.6% over the last ten quarters, the company faces persistent earnings volatility and a retained earnings deficit of $90.1 million.
- Investors should monitor the company's ability to achieve consistent operating leverage, as current operating margins remain susceptible to the cyclicality of U.S.
- utility and power transmission project cycles.
Verdict Logic
while the company has successfully reduced its debt-to-equity ratio to 0.03, the lack of consistent operating profitability and a negative $90.1 million retained earnings balance suggest that the business model transition has yet to deliver sustainable shareholder value.
NPKI Growth Metrics
NPK International Inc. (NPKI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-8.55%
5 Years-10.87%
3 Years12.81%
TTM23.16%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM124.07%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM124.38%
Return on Capital
10 Years1.82%
5 Years4.85%
3 Years8.21%
Last Year12.74%
NPKI Recent Earnings
NPK International Inc. (NPKI) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.12+9.1%
$0.11
Rev
$75M+2.5%
$73M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.13+18.2%
$0.11
Rev
$75M+9.2%
$69M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.07+0.0%
$0.07
Rev
$69M+0.4%
$69M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.11+22.2%
$0.09
Rev
$68M+18.5%
$58M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.12vs $0.11+9.1% | $75Mvs $73M+2.5% |
| Q1 2026 | Feb 25, 2026 | $0.13vs $0.11+18.2% | $75Mvs $69M+9.2% |
| Q4 2025 | Oct 30, 2025 | $0.07vs $0.07+0.0% | $69Mvs $69M+0.4% |
| Q3 2025 | Aug 5, 2025 | $0.11vs $0.09+22.2% | $68Mvs $58M+18.5% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for NPK International Inc. (NPKI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.72 | $1.16B | 32.67 | 27.38% | 12.97% | 10.61% | — | |
| $56.00 | $1.29B | 33.33 | 8.07% | 1.75% | 3.82% | — | |
| $55.08 | $1.1B | 18.86 | 6.77% | 16.03% | 27.71% | — | |
| $80.01 | $2.64B | 55.18 | 4.11% | 6.98% | 6.59% | — | |
| $78.84 | $2.83B | 57.55 | 38.79% | 2.11% | 5.45% | — | |
| $12.27 | $440.59M | 61.35 | 2.89% | 0.33% | 1.09% | — |
Compare NPKI vs Peers
NPK International Inc. (NPKI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
NPKI SEC Filings & Documents
NPK International Inc. (NPKI) SEC filings — annual & quarterly reports (10-K, 10-Q)
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NPKI Frequently Asked Questions
NPK International Inc. (NPKI) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is NPK International Inc.'s revenue?
NPK International Inc. (NPKI) reported $287.3M in revenue for fiscal year 2025. This represents a 87% increase from $153.7M in 1996.
How fast is NPK International Inc. growing?
NPK International Inc. (NPKI) grew revenue by 27.4% over the past year. This is strong growth.
Is NPKI profitable?
Yes, NPK International Inc. (NPKI) is profitable, generating $35.5M in net income for fiscal year 2025 (13.0% net margin).
Dividend & Returns
What is NPKI's return on equity?
NPK International Inc. (NPKI) has a return on equity (ROE) of 10.6%. This is reasonable for most industries.
What is NPK International Inc.'s free cash flow?
NPK International Inc. (NPKI) generated $31.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.