NPKI · NYSE · Construction Materials

NPK International (NPKI)

Rents and sells recyclable composite mats for temporary worksite access.

$11.73
vs last close−0.02 (−0.13%)
Loading prices…

NPK International Inc.NPKI
Materials

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

CEOMatthew S. Lanigan
ListedDec 19, 2024
ExchangeNYSE
HeadquartersThe Woodlands, TX
CountryUnited States
Employees510
CIK0000071829
ISINUS6517185046

Market cap$996.8M
EPS (ttm)$0.4565
P/E (ttm)25.72
ROE11.0%
P/B2.68
P/S3.32
Dividend yieldDiv yield
Beta1.26vs XLB 0.01

No analyst consensus on record.

Next report
Oct 29, 26
in 36 days
EPS estimate
$0.13
Revenue estimate
$76.6M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$0.08$0.12$0.11$0.07$0.13$0.12$0.15Pending
Estimate$0.08$0.08$0.09$0.07$0.11$0.11$0.13$0.13
Surprise0.0%+50.0%+22.2%0.0%+18.2%+9.1%+15.4%

RevenueReportedEstimate

Feb '25May '25Aug '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported−$174.8M$64.8M$68.2M$68.8M$75.2M$75.1M$81.6MPending
Estimate$58.8M$61.3M$57.6M$68.5M$68.8M$73.3M$78.6M$76.6M
Surprise−397.3%+5.6%+18.5%+0.4%+9.2%+2.5%+3.8%
Estimate$0.13
ReportedDue Oct 29, 2026
Estimate$76.6M
ReportedDue Oct 29, 2026
View details

Debt to equity5.20%
Current ratio161.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$44.2M$57.5M$64.8M$68.2M$68.8M$75.2M$75.1M$81.6M
Net income−$174.3M$8.7M$10.0M$8.7M$5.7M$10.7M$10.5M$12.0M
Net margin0.0%15.1%15.4%12.7%8.2%14.3%13.9%14.7%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$1.2M$11.6M$13.5M$11.5M$9.1M$12.6M$14.7M$16.1M
YoY growth−80.3%+10.5%+122.8%−4.6%+636.5%+8.3%+8.8%+39.6%

Balance sheet, Jun 30, 2026Cash & short-term investments $8.4M · Total debt $19.2M · Total assets $449.7M · Shareholders' equity $371.4M

Revenue
$81.6M
Operating income
$16.1M
Net income
$12.0M
View details

No dividends on record.

Insiders3.66%3.11M shares
14 holders · as of Sep 10, 2026
Strategic holders6.18%5.25M shares
1 holder · as of Nov 14, 2025
Other90.16%76.55M shares
remainder

84.91M company shares as of Sep 23, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Ameriprise Financial, Inc.Strategic
6.18%5.25Mfiled Nov 14, 2025
Vanguard Capital ManagementInstitution
4.99%4.24Mfiled Jul 31, 2026
Gregg PiontekInsiderofficer: Senior Vice President and CFO
1.01%858,182filed Jun 3, 2026
Donald Win YoungInsiderdirector
0.37%310,940filed May 19, 2025
Douglas L. WhiteInsiderofficer: VP, CAO & Treasurer
0.36%305,245filed Jun 17, 2025

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 9, 2026Matthew James Warrenofficer: Chief Accounting Officer−2,991$13.41
Aug 27, 2026Rose M. Robesondirector−10,000$13.49
Aug 17, 2026Michael A. Lewisdirector−2,013$14.26
Jun 8, 2026Lori Briggsofficer: VP & President, Ind. Solutions−8,325$14.75
Jun 3, 2026Matthew Lanigandirector, officer: President & CEO−167,375$14.43
View details

Compare

CompanyPriceChange
NPK International$11.73−0.13%$996.8M25.720.03.3+19.6%
United Rentals$1,047.26+0.40%$64.92B25.319.93.9+11.8%
Myers Industries$31.67+0.35%$1.19B22.716.51.6−14.5%
Sunbelt Rentals$74.77−1.19%$31.02B22.917.22.7
Median22.917.22.7−1.3%