NPK International Inc. (NPKI)

NPK International beat consensus on both revenue and adjusted EPS in the second fiscal quarter of 2026, based on preliminary results reported July 29, as revenue of about $81.6 million topped the $78.6 million estimate by about 4% and adjusted EPS of $0.15 came in above the $0.13 view by 15.4%. Revenue rose nearly 20% from about $68.2 million a year ago, led by Industrial Solution at about $75.1 million, up 16%, while rental revenues within that segment climbed 27% to about $35.6 million; most of the top line still came from the United States at about $65.9 million. Gross profit reached about $30.2 million, with gross margin near 37%, and net income increased about 38% to about $12.0 million from $8.7 million a year ago; adjusted EPS was $0.15, up 36.4% from $0.11. Operating cash flow came in at about $21.9 million, and the company repurchased about $3.2 million of stock. Consensus for the next period calls for EPS of $0.13 on revenue of $78.6 million.