NPK International Inc. (NPKI) Stock Falls on Q1 2026 Earnings

NPK International Inc. (NPKI) reported first-quarter 2026 results with total revenue rising 15.89% year over year to $75.07 million, above the consensus revenue estimate of $74.54 million.

Gross profit: $27.19 million (+7.67% YoY).

Operating profit: $14.42 million (+6.62% YoY).

Net income attributable to common shareholders: $10.46 million (+4.55% YoY).

Diluted earnings per share: 0.12 (+9.09% YoY), topping the EPS estimate of 0.1097.

Cost of sales: $47.88 million (+21.14% YoY).

Cash flow and balance sheet movements were mixed.

Cash from operating activities jumped to $21.11 million (+139.14% YoY), indicating stronger core cash generation.

Investing in property, plant and equipment increased to $16.68 million (66.66% higher YoY), reflecting stepped-up capital spending.

Cash and cash equivalents declined to $6.54 million (-68.62% YoY), while total liabilities grew to $78.11 million (+23.73% YoY).

The stock was down 2.61% since market close, despite revenue and EPS coming in above estimates, with operating cash flow improvement offset by reduced cash on hand and higher liabilities.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

NPK International Inc. Insider Trading Activity

NPK International Inc. insiders have traded $NPKI stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $NPKI stock by insiders over the last 6 months:

GREGG PIONTEK (Senior Vice President and CFO) has made 0 purchases and 4 sales selling 138,590 shares for an estimated $1,979,114.
MARY CELESTE FRUGE (VP, General Counsel) has made 0 purchases and 2 sales selling 12,193 shares for an estimated $162,863.
MICHAEL A LEWIS has made 0 purchases and 2 sales selling 4,026 shares for an estimated $52,952.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

NPK International Inc. Hedge Fund Activity

We have seen 134 institutional investors add shares of NPK International Inc. stock to their portfolio, and 102 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

THRIVENT FINANCIAL FOR LUTHERANS added 1,587,729 shares (+inf%) to their portfolio in Q4 2025, for an estimated $18,925,729
ACK ASSET MANAGEMENT LLC removed 1,576,808 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $18,795,551
ALGERT GLOBAL LLC added 785,880 shares (+inf%) to their portfolio in Q4 2025, for an estimated $9,367,689
WASATCH ADVISORS LP added 683,116 shares (+30.8%) to their portfolio in Q1 2026, for an estimated $9,898,350
FIRST SABREPOINT CAPITAL MANAGEMENT LP added 650,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $7,748,000
BANK OF NEW YORK MELLON CORP removed 582,522 shares (-68.5%) from their portfolio in Q4 2025, for an estimated $6,943,662
POINT72 ASSET MANAGEMENT, L.P. added 523,235 shares (+3792.7%) to their portfolio in Q4 2025, for an estimated $6,236,961

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

NPK International Inc. Analyst Ratings

Wall Street analysts have issued reports on $NPKI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

HC Wainwright & Co. issued a "Buy" rating on 11/03/2025

To track analyst ratings and price targets for NPK International Inc., check out Quiver Quantitative's $NPKI forecast page.