The strong results and raised guidance, particularly the 25% projected EBITDA growth, suggest significant operating leverage. Traders should monitor the execution of the manufacturing capacity expansion and the integration of the Grassform acquisition, as these are key to sustaining the growth trajectory.
Price Chart
Executive Summary
NPK International reported strong fourth quarter and full-year 2025 results, with revenue up 31% and 27% YoY respectively, and EPS of $0.13 and $0.42. The company raised full-year 2026 guidance, projecting revenue growth of 14% and Adjusted EBITDA growth of 25% at the midpoint, driven by robust demand in power transmission and the integration of its UK acquisition.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $75.2 million, up 31% YoY; full-year 2025 revenue was $277.0 million, up 27% YoY.
- Q4 2025 EPS from continuing operations was $0.13, up from $0.09 in Q4 2024.
- Full-year 2025 Adjusted EBITDA was $75.5 million, up 38% YoY, with margin expansion of 210 bps.
- Company raised 2026 guidance to $305-$325 million in revenue and $88-$100 million in Adjusted EBITDA.
- The company completed the $42 million acquisition of Grassform Plant Hire and repurchased 4% of its shares in 2025.
Financial Impact
Revenue growth of 27% and EBITDA growth of 38% in 2025, with 2026 guidance calling for further growth of 14% in revenue and 25% in EBITDA.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Rental | $124.2M | +39.0% |
| Product Sales | $93.3M | +30.0% |
Risk Factors
- The company's operating margin declined by 350 bps in Q4 2025, indicating potential cost pressures.
- The guidance is forward-looking and subject to risks from market conditions and execution of strategic initiatives.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 11 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (NPKI) — Batch item 1 | 0000071829-26-000004 |
| Document: nr-20260225.htm | 0000071829-26-000004 |
| Document: 0000071829-26-000004-index-headers.html | 0000071829-26-000004 |
| Document: 0000071829-26-000004-index.html | 0000071829-26-000004 |
| Document: 0000071829-26-000004.txt | 0000071829-26-000004 |
| 8-K Filing (NPKI) — Batch item 6 | 0000071829-26-000004 |
| Document: nr-20260225.htm | 0000071829-26-000004 |
| Document: 0000071829-26-000004-index-headers.html | 0000071829-26-000004 |
| Document: 0000071829-26-000004-index.html | 0000071829-26-000004 |
| Document: 0000071829-26-000004.txt | 0000071829-26-000004 |
| CONTEXT: Previous Earnings (2026-02-25) | 0000071829-26-000004 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 6w ago | 8-K | $12.97 | awaiting T+60 | — | $11.27 (−13.11%) |
Aug 3, 2026 12w ago | Institutional Cluster | $13.21 | awaiting T+60 | — | $11.27 (−14.69%) |
Jun 9, 2026 19w ago | Insider Cluster | $14.60 $13.12 | ▲ +10.14% | ▲ +16.72% | $11.27 (+22.81%) |
May 1, 2026 25w ago | 8-K | $15.57 $12.94 | ▼ −16.89% | ▼ −19.96% | $11.27 (−27.62%) |
Apr 30, 2026 25w ago | 8-K | $15.57 $12.94 | ▼ −16.89% | ▼ −19.96% | $11.27 (−27.62%) |
Feb 25, 2026 34w ago | 8-K | $14.89 $15.27 | ▲ +2.55% | ▼ −5.20% | $11.27 (−24.31%) |
US Market Status
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