NPKI at a glance
NPK International Inc. (NPKI, SEC CIK 71829) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as September 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), NPK International Inc. (NPKI) reported revenue of $277.0 million (up 27.4% from FY2024) and net income of $38.9 million. Diluted EPS was $0.45.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding NPK International Inc. (NPKI) shares worth $503.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Warren Matthew James on September 9, 2026 of 2,991 shares at $13.41 per share.
- In the last 90 days, NPKI insiders reported 0 open-market purchases ($0) and 3 open-market sales ($204K) on Form 4, a net sale of $204K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $277.0M
- +27.4% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$204K
- 13F holders
- 31 funds
- $503.7M · +0 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: temporary worksite access solutions via recyclable composite matting rental and sales, plus planning, logistics, and site restoration services
- Name change from Newpark Resources, Inc. to NPK International Inc. effective December 9, 2024
- Revenue mix shift: 66% from rental services, 34% from composite mat sales, primarily serving US and UK power transmission and energy sectors
- Expanded focus on recyclable composite matting systems supporting industries such as renewable energy, oil & gas, and petrochemical sectors
- Principal offices located in The Woodlands, Texas, with continued SEC reporting and enhanced online disclosure efforts
Risk Factors
- Legal risk U.S. Foreign Corrupt Practices Act and U.K. Bribery Act compliance risks in international markets
- Geopolitical exposure 7% revenue from U.K. operations including acquired Grassform for £34.9M ($46.0M)
- Operational vulnerability $163.8M rental fleet concentrated in U.S. ($138.9M) and U.K. ($24.9M) needing relocation to meet demand
- Competitive risk expired patents on DURA-BASE® mats enable competitors’ similar products impacting market share
- Financial risk 2025 revenues 74% from top 20 customers, 3 top customers alone 19%, 15%, and 10%, contracts cancellable without penalty
Management Discussion & Analysis
- Best/Worst segment performance not mentioned
- Share repurchases 3.0 million shares in FY2025, $91.7 million authorization remaining
- No shares repurchased in Q4 2025; 282,668 shares repurchased from restricted stock tax withholdings in 2025
- No forward-looking guidance or risk factors included in this section
AI summary of the NPKI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No revenue, margin, segment, cash flow, or capital deployment figures provided
Risk Factors
- Risk-factors section not provided; supplied text contains Items 2–6 only
- No new, updated, regulatory, operational, competitive, or financial risks identifiable from the provided excerpt
- Credit Facility limitations affecting repurchases referenced without terms
- $89.0 million remaining under repurchase authorization as of June 30, 2026
- Director Rule 10b5-1 plan covering up to 30,000 shares beginning August 27, 2026
AI summary of the NPKI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- James Barton appointed Executive Vice President, Commercial Growth & Operations effective September 22, 2026
- Lori Briggs ceases serving in the role September 14, 2026, creating an eight-day transition gap
Item EX-99.1: Item EX-99.1
- James “JJ” Barton appointed EVP, Commercial Growth & Operations effective September 22, 2026
- Lori Briggs departing EVP, Business Operations after 8 years, effective September 14, 2026
Item EX-99.1: Item EX-99.1
- CFO Gregg Piontek plans retirement by August 31, 2027, ending nearly 20 years with NPK
- Formal successor search underway with a global executive search firm
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Gregg Piontek plans retirement by August 31, 2027 after nearly 20 years, creating a managed but material finance leadership transition
- Formal CFO search underway with a global executive search firm, while Piontek will support transition after retirement
Item 7.01: Regulation FD Disclosure
- Management disclosed non-GAAP measures including Adjusted EBITDA, free cash flow, net debt and adjusted earnings
- Exhibit 99.1 contains reconciliations to comparable GAAP measures, enabling assessment of adjustments and comparability
AI summaries of NPKI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NPKI
Don't miss the next NPKI filing
- Alerts as it files. A push when NPKI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut NPKI, by share count.
- Ask anything. An AI agent that reads every NPKI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Barton III Alvin James | A | Sep 22, 2026 | 12,850 | - |
| Warren Matthew James | Sell | Sep 9, 2026 | 2,991 | $13.41 |
| ROBESON ROSE M | Sell | Aug 27, 2026 | 10,000 | $13.49 |
| Lewis Michael A | Sell | Aug 17, 2026 | 2,013 | $14.26 |
| Pederson Kristen J. | A | Jul 28, 2026 | 6,614 | - |
| Briggs Lori | Sell | Jun 8, 2026 | 8,325 | $14.75 |
| LANIGAN MATTHEW | Sell | Jun 3, 2026 | 167,375 | $14.43 |
| Briggs Lori | Sell | Jun 2, 2026 | 10,446 | $14.58 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $217.5M | $277.0M |
| Operating Income | - | $32.4M | $46.8M |
| Net Income | $14.5M | -$150.3M | $38.9M |
| Op. Margin | - | 14.9% | 16.9% |
| Net Margin | - | -69.1% | 14.1% |
| Balance Sheet | |||
| Total Assets | $642.3M | $393.7M | $441.8M |
| Equity | - | $326.5M | $351.2M |
| ROE | - | -46.0% | 11.1% |
| Per Share | |||
| EPS | $0.16 | $-1.72 | $0.45 |
| Cash Flow | |||
| Operating CF | - | $38.2M | $73.0M |
| CapEx | $29.2M | $43.5M | $46.7M |
Source: XBRL data in NPK International Inc. (NPKI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NPKI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $503.7M |
| Q1 2026 | 31 | $465.6M |
| Q4 2025 | 28 | $377.2M |
| Q3 2025 | 28 | $368.4M |
| Q2 2025 | 28 | $271.2M |
| Q1 2025 | 25 | $160.1M |
| Q4 2024 | 22 | $200.7M |
| Q3 2024 | 19 | $147.1M |
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- Ameriprise Financial−1.14M (-20%)
- Prudential Financial−570.3K (-34%)
- Morgan Stanley−563.6K (-31%)
- Two Sigma Investments−501.4K (-47%)
- Goldman Sachs Group−410.6K (-41%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 212 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NPKI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 24, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - |
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NPKI SEC filings: frequently asked questions
Are NPKI insiders buying or selling?
In the last 90 days, NPK International Inc. (NPKI) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $203,735 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NPKI stock?
As of June 30, 2026, the largest NPK International Inc. (NPKI) holders among the 13F filers tracked by SignalX were BlackRock ($126.3 million), Ameriprise Financial ($71.4 million), Dimensional Fund Advisors ($57.9 million), Vanguard Capital Management LLC ($57.4 million), State Street Corp ($32.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NPKI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), NPK International Inc. (NPKI) reported revenue of $277.0 million (up 27.4% from FY2024) and net income of $38.9 million. Diluted EPS was $0.45. The figures come from the XBRL data in the 10-K.
What are the main risks in NPKI's latest 10-K?
In the 10-K filed February 27, 2026, NPK International Inc. (NPKI) flagged: Legal risk U.S. Foreign Corrupt Practices Act and U.K. Bribery Act compliance risks in international markets. Geopolitical exposure 7% revenue from U.K. operations including acquired Grassform for £34.9M ($46.0M). (AI summary of the Risk Factors section.)
What did NPKI report in its latest 8-K?
NPK International Inc. (NPKI) filed an 8-K on September 14, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). James Barton appointed Executive Vice President, Commercial Growth & Operations effective September 22, 2026.
What are the latest NPKI SEC filings?
NPK International Inc. (NPKI) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on September 24, 2026.
What is NPKI's SEC CIK number?
NPK International Inc. (NPKI)'s SEC Central Index Key (CIK) is 71829. EDGAR lists every NPKI filing under that number.
Ask anything about NPKI
The research agent reads NPKI's filings, financials, insider trades and 13F holders, then answers with sources.