Every material Form 8-K NPK International Inc. has filed with the SEC since September 14, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
NPK International presented its third-quarter 2026 results and updated 2026 outlook in an investor presentation furnished under Form 8-K. Revenue and Adjusted EBITDA both grew year over year, and the company now expects full-year 2026 revenue of $300-$305 million and Adjusted EBITDA of $90-$93 million. The filing describes the guidance as adjusted for elevated weather impact and product sales, but it does not give the prior guidance figures.
Third-quarter 2026 revenue grew 11% year over year, and Adjusted EBITDA grew 30%
Adjusted EBITDA margin was 26.2% in 3Q26, up 390 basis points year over year
Full-year 2026 guidance: revenue $300-$305 million, Adjusted EBITDA $90-$93 million, net capital expenditures $70-$75 million
Net debt was $22 million as of September 30, 2026, with about $136 million of available liquidity
NPK International reported third quarter 2026 revenue of $76.3 million, up 11%, and Adjusted EBITDA of $20.0 million, up 30%, while GAAP diluted EPS from continuing operations was flat at $0.07. The company lowered its full-year 2026 guidance, citing exceptionally dry weather in Texas that hurt matting demand, so the revenue growth came with a weaker outlook for shareholders.
Q3 2026 revenue was $76.3 million, up 11% from $68.8 million, while income from continuing operations was $6.3 million, or $0.07 per diluted share, the same as the prior year.
Full-year 2026 guidance: revenues of $300 million to $305 million and Adjusted EBITDA of $90 million to $93 million, with the company citing a lower full-year outlook.
Adjusted EBITDA margin was 26.2%, up 390 basis points, while operating margin fell to 12.0% from 13.2%.
The company repurchased $13.4 million of common stock in the third quarter and had $76 million remaining under its authorization.
NPK International Inc. appointed James Barton as Executive Vice President, Commercial Growth & Operations, effective September 22, 2026, succeeding Lori Briggs, who leaves the role on September 14, 2026. The filing describes Barton's prior leadership roles at Clear Water Services, ZECO, Mayco Wellchem, and Baker Hughes, but gives no financial results or changes to guidance, so the direct effect on shareholders is not quantified.
James Barton appointed EVP, Commercial Growth & Operations, effective September 22, 2026
Lori Briggs, who served as EVP, Business Operations, departs September 14, 2026, after 8 years with the company
Barton most recently served as President of Clear Water Services, a wholly-owned subsidiary of Tidal Vision
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