NPK International
Rents and sells recyclable composite mats for temporary worksite access.
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Profile
Rents composite mat systems and provides site construction, logistics, and restoration services for infrastructure and energy work. Product sales extend the DURA-BASE mat platform to customers worldwide, while the company now reports one segment after exiting Fluids Systems.
Rents, sells, and services recyclable composite mat systems used to create temporary access roads, work pads, and grounded work zones. The DURA-BASE platform includes standard mats, the lighter 800 Series, and EPZ Grounding System, backed by planning, logistics, installation, and site restoration.
Revenue is concentrated in the United States and United Kingdom for rentals and services, with product sales reaching customers worldwide. End markets include power transmission, oil and gas, pipeline, renewable energy, petrochemical, construction, and other industrial work.
Execution depends on rental fleet scale, manufacturing capacity, service reliability, and the durability and reuse profile of composite mats. After the Fluids Systems sale, the company reports a single continuing segment shaped by worksite-access demand and alternatives from wood mats and competing composite systems.
Company facts
Key statistics
Year to date +8.8% · Average volume (30d) 840.7K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.13 | $0.15 | +15.4% | $78.6M | $81.6M | +3.8% | +3.40% |
| Apr 30, 2026Q1 FY26 | $0.11 | $0.12 | +9.1% | $73.3M | $75.1M | +2.5% | −4.77% |
| Feb 25, 2026Q4 FY25 | $0.11 | $0.13 | +18.2% | $68.8M | $75.2M | +9.2% | +4.13% |
| Oct 30, 2025Q3 FY25 | $0.07 | $0.07 | 0.0% | $68.5M | $68.8M | +0.4% | −8.48% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $64.8M | $68.2M | $68.8M | $75.2M | $75.1M | $81.6M | |
| Gross profit | $25.3M | $24.7M | $21.5M | $27.8M | $26.6M | $30.2M | |
| Operating income | $13.5M | $11.5M | $9.1M | $12.6M | $14.7M | $16.1M | |
| Net income | $10.0M | $8.7M | $5.7M | $10.7M | $10.5M | $12.0M | |
| Diluted EPS | $0.12 | $0.10 | $0.07 | $0.13 | $0.12 | $0.14 | |
| Gross margin | 39.0% | 36.2% | 31.3% | 36.9% | 35.5% | 37.0% | |
| Operating margin | 20.8% | 16.9% | 13.2% | 16.8% | 19.6% | 19.7% |
Fiscal years (4-quarter sums)FY21 $614.8M · FY22 $815.6M · FY23 $487.0M · FY24 $217.5M · FY25 $277.0M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $8.4M · Total debt $19.2M · Total assets $449.7M · Shareholders' equity $371.4M
Dividends
No dividends on record.
Ownership
Shares outstanding 84.91M · Float 80.53M · 94.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ameriprise Financial, Inc. | 5.25M | 6.20% | 13G | Nov 14, 2025 |
| Vanguard Capital Management | 4.24M | 5.01% | 13G | Jul 31, 2026 |
| Gregg Piontek · officer: Senior Vice President and CFO | 817.8K | 0.96% | Form 4 | Jun 3, 2026 |
| Donald Win Young · director | 310.9K | 0.37% | Form 4 | May 19, 2025 |
| Douglas L. White · officer: VP, CAO & Treasurer | 305.2K | 0.36% | Form 4 | Jun 17, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Michael A. Lewis | director | −2,013 | $14.26 |
| Jun 8, 2026 | Lori Briggs | officer: VP & President, Ind. Solutions | −8,325 | $14.75 |
| Jun 3, 2026 | Matthew Lanigan | director, officer: President & CEO | −167,375 | $14.43 |
| Jun 2, 2026 | Lori Briggs | officer: VP & President, Ind. Solutions | −10,446 | $14.58 |
| May 15, 2026 | Michael A. Lewis | director | −2,013 | $15.30 |
Peers
- United Rentals
Largest rental-market rival through Yak Access matting
- Myers Industries
Composite mat sales rival through Signature Systems
- Sunbelt Rentals
Large site-access rental rival in composite ground protection
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| NPK International | $13.17 | +0.08% | $1.12B | 28.8 | 22.5 | 3.7 | +19.6% |
| United Rentals | $1,030.25 | +0.02% | $64.13B | 24.9 | 19.6 | 3.8 | +11.8% |
| Myers Industries | $32.80 | −0.11% | $1.23B | 23.6 | 17.1 | 1.6 | −14.5% |
| Sunbelt Rentals | $74.59 | +1.91% | $30.01B | 23.5 | 18.3 | 2.7 | — |
| Median | 23.6 | 18.3 | 2.7 | −1.3% |