The earnings call reflects a strong performance and positive outlook, highlighted by record rental revenue growth, raised full-year guidance, strong cash flow, and strategic geographic expansion. However, challenges such as sequential declines in service revenues, pressure on gross margins, and increased SG&A expenses were also noted.

Company Guidance

In the second quarter of 2025, NPK International reported total revenues of $68 million, marking a 5% sequential increase despite being relatively in line with the prior year's second quarter, which included a record $30 million from product sales. This year's revenues reflected a stronger focus on rental activities, with rental revenues reaching $32 million—a single-quarter record and a 34% year-over-year increase. Product sales generated $22 million, indicating ongoing demand from utility companies and other fleet owners. The company's gross margin stood at 36.9%, slightly down from the previous quarter's 39% but consistent with 37.2% from the same quarter last year. SG&A expenses increased to $13.7 million, influenced by performance-based incentives and severance charges. The effective tax rate for the quarter was 28%, with adjusted EPS at $0.11 per diluted share. Cash flow from operations was $21 million, with total cash at the quarter's end being $26 million and total debt at $9 million. The company raised its full-year 2025 revenue expectations to $250 million to $260 million, with adjusted EBITDA anticipated to be between $68 million and $74 million, reflecting 17% revenue growth and 29% adjusted EBITDA growth over 2024.

Record Rental Revenue Growth

Rental revenues reached $32 million in Q2 2025, marking a 34% increase year-over-year and setting a single-quarter record.

Increased Full Year Revenue and EBITDA Expectations

The company raised its full-year 2025 revenue expectations to $250-$260 million and adjusted EBITDA to $68-$74 million, reflecting 17% revenue growth and 29% adjusted EBITDA growth over 2024.

Strong Cash Flow and Share Repurchase Program

Operating activities generated $21 million of cash in Q2 2025, and the company repurchased 1% of its outstanding shares, using $6 million of cash.

Geographic Expansion and Fleet Growth

The rental fleet was expanded by 8% in the first half of 2025, supporting geographic expansion and increased market share.

Robust Product Sales

Product sales generated $22 million in Q2 2025, with continued strength in demand from utility companies.

NPK International (NPKI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NPKI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.07 / -	0.004	―	―	―
Aug 05, 2025	2025 (Q2)	0.09 / 0.11	0.12	-8.33% (>-0.01)
May 01, 2025	2025 (Q1)	0.08 / 0.12	0.1	20.00% (+0.02)
Feb 26, 2025	2024 (Q4)	0.07 / 0.08	0.04	100.00% (+0.04)
Nov 07, 2024	2024 (Q3)	0.06 / <0.01	0.09	-95.56% (-0.09)
Aug 05, 2024	2024 (Q2)	0.07 / 0.12	0.08	50.00% (+0.04)
May 02, 2024	2024 (Q1)	0.05 / 0.10	0.09	11.11% (+0.01)
Feb 21, 2024	2023 (Q4)	0.08 / 0.04	0.07	-42.86% (-0.03)
Oct 31, 2023	2023 (Q3)	0.06 / 0.09	0.06	50.00% (+0.03)
Aug 01, 2023	2023 (Q2)	- / 0.08	0.01	700.00% (+0.07)

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
Aug 05, 2025	$8.89	$9.00	+1.24%
May 01, 2025	$6.04	$7.59	+25.66%
Feb 26, 2025	$6.35	$6.00	-5.51%
Nov 07, 2024	$7.55	$7.28	-3.58%

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 (NPKI) report earnings?

NPK International (NPKI) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is NPK International (NPKI) earnings time?

NPK International (NPKI) earnings time is at Nov 04, 2025, 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 2025 (Q3) is 0.07.

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