NPKI · NPK International Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. NPK International reported Q2 revenue of $81.6 million (+20% YoY) and Adjusted EBITDA of $25.7 million (+37% YoY) at a 31.5% margin, and raised its full-year 2026 Adjusted EBITDA guidance to $97–$103 million.
- + Q2 revenue grew 20% YoY to $81.6 million with rental and service revenue hitting a record $54 million.
- + Q2 Adjusted EBITDA grew 37% YoY to $25.7 million at a 31.5% margin, a 400 bps expansion.
- + SG&A improved to 17.4% of revenue, a 260 bps reduction versus prior year.
- + Raised full-year 2026 Adjusted EBITDA guidance to $97–$103 million.
- + Quoted pipeline volumes are up roughly 20% year-over-year, supporting continued double-digit organic growth.
- + Balance sheet remains strong with minimal net debt and ~$148 million of revolver availability to fund growth and capital returns.
- − Q2 Free Cash Flow declined to $5.9 million from $11.2 million in the prior-year period.
- − Q2 SG&A included a $0.9 million charge from acceleration of long-term incentive compensation due to modified retirement eligibility.
- − Full-year 2026 capex of $65–$80 million, including $20–$25 million for manufacturing expansion, raises the capital intensity of growth.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Building Products & Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NPKI
this stock
NPK International Inc.
|
$995.14M | -1.1% | +58.6% | 23.4 | 3.3% |
|
TT
Trane Technologies plc
|
$99.99B | +19.2% | +5.6% | 34.4 | 1.5% |
|
JCI
Johnson Controls International plc
|
$91.64B | +30.5% | -4.2% | 27.2 | 1.6% |
|
CARR
CARRIER GLOBAL Corp
|
$46.00B | +4.3% | -3.3% | 36.2 | 1.9% |
|
CODGF
Compagnie De Saint Gobain
|
$37.80B | -25.4% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NPKI | +0.6% | -10.1% | -21.5% | +3.2% | -1.1% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +0.8% | -9.7% | -33.7% | +2.3% | -14.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.