
NPK International Inc. (NPKI) Q1 2026 Earnings Call Transcript
NPK International Inc. provides products, rentals, and services primarily to the oil and natural gas exploration and production (E&P) industry. The company is headquartered in The Woodlands, Texas.
| Revenue (TTM) | $287.34M |
| Gross Profit (TTM) | $102.70M |
| EBITDA | $76.98M |
| Operating Margin | 18.40% |
| Return on Equity | 10.50% |
| Return on Assets | 7.41% |
| Revenue/Share (TTM) | $3.40 |
| Book Value | $4.26 |
| Price-to-Book | 3.32 |
| Price-to-Sales (TTM) | 4.03 |
| EV/Revenue | 4.201 |
| EV/EBITDA | 15.79 |
| Quarterly Earnings Growth (YoY) | 4.70% |
| Quarterly Revenue Growth (YoY) | 15.90% |
| Shares Outstanding | $84.45M |
| Float | $80.26M |
| % Insiders | 4.56% |
| % Institutions | 93.60% |
Volatility is currently expanding

NPK International Inc. (NPKI) Q1 2026 Earnings Call Transcript

THE WOODLANDS, Texas--(BUSINESS WIRE)--NPK International Inc. (NYSE: NPKI) (“NPK” or the “Company”) today announced results for the first quarter ended March 31, 2026. FIRST QUARTER 2026 RESULTS (all comparisons versus the prior year period unless otherwise noted) Revenues of $75.1 million, +16% Operating income from continuing operations of $14.4 million (19.2% of revenues) Income from continuing operations of $10.4 million, or $0.12 per diluted share Adjusted EBITDA from Continuing Operations.

NPK International was the strategy's leading contributor during the quarter. NPKI outperformed the market in the first quarter of 2026. Red Violet underperformed in the first quarter of 2026 primarily due to broad-based weakness across the software sector. We initiated positions in several companies during the quarter that align with our focus on quality businesses trading at attractive valuations.