Npk International Inc. (NPKI)
NYSE:NPKI
Want to see NPKI full AI Analyst Report?
Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.13Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a solid operational quarter with record rental and service revenues, improved adjusted EBITDA, strong operating cash flow, a clear growth plan (including a board‑approved 50% manufacturing capacity expansion) and raised full‑year guidance. Key challenges include gross margin compression driven by lower early‑quarter utilization and cross‑rental costs, a modest YoY increase in SG&A, flat adjusted EPS, and sizeable, front‑loaded capital spending. Management expressed confidence in market demand, liquidity, and the long‑term benefits of the capacity investments while acknowledging timing and supply risks.Company Guidance
Record Rental & Service Revenues
Total rental and service revenues reached a quarterly record of $52.0M, up 4% sequentially and 20% year-over-year; rental revenues grew 27% YoY (including a $4M contribution from the Grassform acquisition).
Strong Product Sales
Product sales contributed $23.0M in Q1, an 8% increase year-over-year, driven primarily by demand from utility customers.
Improved Adjusted EBITDA and Cash Generation
Adjusted EBITDA was $22.0M, up 4% sequentially and 14% YoY. Operating cash flow was $21.0M and free cash flow was $5.0M in the quarter.
Raised Full-Year Guidance
Management raised full-year 2026 guidance to $310M–$325M in revenue and $92M–$102M in adjusted EBITDA; the midpoint implies ~15% revenue growth and ~28% adjusted EBITDA growth versus 2025.
Manufacturing Capacity Expansion Approved
Board approved plan to increase production capacity by ~50%; expected investment of $40M–$45M over the next five quarters with additional capacity online by mid-2027 to support demand.
Fleet Expansion and Capital Program
Rental fleet expanded ~4% in Q1. Company expects DuraBase rental fleet to grow low- to mid-teens % in 2026. Full-year net CapEx expected at $75M–$90M, including $30M–$35M for manufacturing expansion and $35M–$45M for rental fleet additions.
Solid Liquidity and Capital Allocation
Ended quarter with $7M cash, $11M total debt (net debt ~$4M), and $148M available under the bank facility. Used $3M for share repurchases while repaying the revolving credit facility.
Acquisition Contribution and Geographic Growth
Grassform contributed to results (U.K. revenues more than doubled to $9M YoY). Management expects integration largely completed within 3–6 months and views acquisitions as a strategic lever for market share conversion.
Near-Term Sales Outlook
Company expects Q2 rental & service revenue growth of ~20% YoY; product sales expected roughly in line with prior-year Q2 levels. Management remains constructive on utility and critical infrastructure spending.
NPKI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NPKI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $16.35 | $15.57 | -4.77% |
Feb 25, 2026 | $14.30 | $14.89 | +4.13% |
Oct 30, 2025 | $13.44 | $12.30 | -8.48% |
Aug 05, 2025 | $8.89 | $9.00 | +1.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Npk International Inc. (NPKI) report earnings?
Npk International Inc. (NPKI) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is Npk International Inc. (NPKI) earnings time?
Npk International Inc. (NPKI) earnings time is at Aug 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NPKI EPS forecast?
NPKI EPS forecast for the fiscal quarter 2026 (Q2) is 0.13.