NPK International Inc. (NPKI) FY2025 10-K Annual Report

Filed: Feb 27, 2026
Information Technology
Services-Miscellaneous Equipment Rental & LeasingSEC EDGAR

NPK International Inc. (NPKI) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 27, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

NPK International Inc. FY2025 10-K Analysis

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

Management Discussion & Analysis

  • No revenue or profitability data disclosed in provided MD&A section
  • 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

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

NPK International Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$277M

+27.4% YoY

Net Income

$39M

+125.9% YoY

Operating Margin

16.9%

+201bp YoY

Net Margin

14.1%

+8314bp YoY

ROE

11.1%

+5711bp YoY

Total Assets

$442M

+12.2% YoY

EPS (Diluted)

$0.45

+126.2% YoY

Operating Cash Flow

$73M

+91.2% YoY

Source: XBRL data from NPK International Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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