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NPK International (NR) investor relations material
NPK International Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Achieved record rental revenues in Q2 2025, up 34% year-over-year to $31.7M, with total revenues of $68.2M, a 2% increase; power transmission projects contributed 60% of 1H25 rental and service revenues.
Completed strategic transformation to a pure-play specialty rental and services company, divesting the Fluids Systems segment in September 2024.
Reclassified from Energy to Industrials sector by MSCI/GICS in May 2025, reflecting the business model shift.
Owns the largest U.S. composite matting fleet, serving diverse end-markets including power transmission, oil & gas, and infrastructure.
Strategic priorities include accelerating organic growth, operational efficiency, and capital returns via share repurchases.
Financial highlights
Q2 2025 revenues were $68.2M, up 2% year-over-year and 5% sequentially; rental and service revenues reached $46M, up 34% year-over-year.
Gross margin was 36.9% in Q2 2025, compared to 37.2% in Q2 2024 and 39% in Q1 2025.
Adjusted EBITDA margin was 27.5% in Q2 2025, up from 26.8% in Q2 2024; adjusted EBITDA for TTM Q2 2025 was $63M, up 15% year-over-year.
Net cash position was $17M at June 30, 2025, with $148M available liquidity and total cash of $26M.
Diluted EPS from continuing operations was $0.10 for Q2 2025; adjusted EPS for TTM Q2 2025 was $0.31, up from $0.23 in 2024.
Outlook and guidance
Full-year 2025 revenue guidance raised to $250M–$260M; adjusted EBITDA expected at $68M–$74M, reflecting 17% revenue and 29% EBITDA growth at midpoint over 2024.
Capital expenditures for 2025 projected at $35M–$40M, focused on rental fleet expansion.
Management expects robust rental activity and strong demand in core markets to continue, with adequate liquidity for growth and capital returns.
Recent tax legislation expected to have minimal impact on effective tax rate but may provide cash flow benefits.
SG&A expected to normalize in Q3, with further overhead reductions targeted for late 2025.
How will longer contract durations affect margins?
What factors drive the 2025 revenue guidance?
Where are NPK increasing fleet density?
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Next NPK International earnings date
Q3 20257 Nov, 2025
Next NPK International earnings date
Q3 20257 Nov, 2025
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Newpark Resources Inc provides environmentally focused products, rentals, and services for the energy and industrial markets. The company operates in two segments: drilling fluids and mats and integrated services, serving oil and gas, utility, and infrastructure sectors. The company is headquartered in The Woodlands, Texas, and its shares are listed on the NYSE.
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