The earnings call reflects a robust performance with significant growth in revenue, gross margin, and adjusted EBITDA. The company demonstrated strong execution and increased its full-year outlook, driven by high demand in rentals and product sales. Continued investments in fleet expansion and an active share repurchase program further bolster the positive outlook. However, some uncertainties due to government policy changes and lower contributions from the Oil and Gas sector present potential challenges.

Company Guidance -

Q2 2025

During NPK International's first quarter 2025 earnings call, the company provided optimistic guidance based on strong financial performance metrics. Total first quarter revenue rose by 32% year-over-year, reaching $65 million, with rental and product sales both seeing significant growth of 32% and 55%, respectively. The gross margin improved by 300 basis points to 39%, and adjusted EBITDA increased by 59% to $19.7 million compared to the previous year. The company invested $8 million into expanding its rental fleet and resumed its capital return program, spending $11 million to repurchase 2% of outstanding shares. NPK projected full-year 2025 revenue in the range of $240 million to $252 million and adjusted EBITDA between $64 million and $72 million, reflecting anticipated growth of 13% in revenue and 24% in adjusted EBITDA over 2024. The company also highlighted a commitment to further investment in rental fleet expansion, geographic growth, and shareholder returns, while maintaining a strong balance sheet with $21 million in cash and a net cash position of $13 million.

Strong First Quarter Revenue Growth

Total first quarter revenue increased 32% year-over-year to $65 million, with rental revenue also rising by 32% year-over-year and product sales increasing by 55%.

Gross Margin and Adjusted EBITDA Improvement

Gross margin increased by 300 basis points to 39%, and adjusted EBITDA improved to $19.7 million in the first quarter, a 59% increase compared to the prior year.

Record Rental and Product Sales

Rental and service revenues improved 23% year-over-year to $43 million, while product sales grew 55% year-over-year to $21 million.

Positive Full-Year Outlook

Full-year 2025 revenue expectations raised to $240 million to $252 million, with adjusted EBITDA expected between $64 million and $72 million, reflecting 13% revenue growth and 24% adjusted EBITDA growth over 2024.

Successful Share Repurchase Program

The company resumed its return of capital program, using $11 million to purchase 2% of outstanding shares and increasing share repurchase authorization to $100 million.

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

Daily Earnings Calendar >

NPKI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2025	2025 (Q2)	0.09 / -	0.12	―	―	―
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)
May 02, 2023	2023 (Q1)	- / 0.09	0	―

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
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%
Aug 05, 2024	$6.98	$8.01	+14.76%

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 05, 2025, After Close (Confirmed).

What is Npk International Inc. (NPKI) earnings time?

Npk International Inc. (NPKI) earnings time is at Aug 05, 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 (Q2) is 0.09.

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