)
NPK International (NR) investor relations material
NPK International Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue rose 11% YoY to $76.3M and adjusted EBITDA increased 30% to $20.0M, despite exceptionally dry Texas weather and delayed mat deployments.
FY26 guidance was reduced after weather-related rental pressure; long-term double-digit rental growth expectations remain unchanged, supported by infrastructure demand and investment.
Fleet utilization recovered from the low-60s at the start of Q4 to the mid-70s by October.
Financial highlights
Q3 revenue was $76.3M versus $68.8M YoY; operating income was $9.2M versus $9.1M, and net income was $6.1M versus $5.7M.
Q3 adjusted EBITDA was $20.0M versus $15.4M; adjusted EPS was $0.09 versus $0.07, while GAAP diluted EPS was $0.07.
9M revenue rose 15% to $232.9M; adjusted EBITDA increased 27% to $68.1M, and diluted EPS was $0.33 versus $0.28.
Q3 operating cash flow was $7.1M versus $24.7M YoY; 9M operating cash flow was $50.1M versus $55.0M.
Q3 gross profit was $24M and gross margin was 31.3%, down 60 bps YoY.
Outlook and guidance
FY26 guidance: revenue $300M–$305M and adjusted EBITDA $90M–$93M; midpoint implies 9% revenue and 21% adjusted EBITDA growth over 2025.
Q4 R&S revenue is expected to grow mid-teens YoY, with a quarterly record; product sales are planned in the mid-teens, leaving FY sales roughly in line with 2025.
Q4 gross and adjusted EBITDA margins are expected to return to 1H levels; FY26 adjusted EBITDA margin target remains 30%.
FY26 net CapEx guidance is $70M–$75M, including $40M–$45M for fleet expansion and approximately $20M for manufacturing; 2027 R&S growth expectation is mid-teens.
- Q2 2026 revenue up 20% and adjusted EBITDA up 37%, with raised full-year guidance and strong market demand.NR
Q2 2026 - Q1 2026 revenue up 16% to $75.1M; guidance raised and major capacity expansion approved.NR
Q1 2026 - Annual meeting to elect directors, approve pay, and ratify auditor on May 20, 2026.NR
Proxy filing - Annual meeting to vote on directors, executive pay, and auditor, with strong governance focus.NR
Proxy filing - Record 2025 revenue and EBITDA growth set up double-digit gains and expansion in 2026.NR
Q4 2025 - Q3 2025 revenue surged 56% year-over-year, with raised guidance and strong cash flow.NR
Q3 2025 - Net income and EBITDA surged as Industrial Solutions led growth; Fluids sale process advances.NR
Q2 2024 - Q3 2024 revenue dropped 23%, but record October rentals signal a strong Q4 ahead.NR
Q3 2024 - Q1 revenue up 32%, net income and adjusted EBITDA surged, and 2025 guidance was raised.NR
Q1 2025
Next NPK International earnings date
Next NPK International earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)