EarningsQ2 2026 Earnings Report
CH:NWP Q2 2026 EPS Results
Actual EPSCHF0.12
Consensus EPSCHF0.11
Beat/MissBeat by +CHF0.02
One Year Ago EPSCHF0.09
CH:NWP Q2 2026 Revenue Results
Actual RevenueCHF67.89M
Expected RevenueCHF65.39M
Beat/MissBeat by +CHF2.50M
YoY Revenue Growth+19.57%
Earnings Announcement Details
QuarterQ2 2026
Date07/29/2026
TimeAfter Close
Conference CallWednesday, July 29, 2026
CH:NWP Upcoming Earnings
NPK International's next earnings date is estimated for February 18, 2027, based on past reporting schedules.
Q2 2026 Earnings Call Audio
CH:NWP Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: double-digit revenue growth, record rental/service revenue, significant adjusted EBITDA and margin expansion, raised profitability guidance, healthy cash generation and a strengthened balance sheet. Company investments in manufacturing capacity (~50% expected increase) and fleet expansion, plus successful integration of the Grassform acquisition and a 20% increase in quoted volumes, support continued growth. Key challenges include temporary lower fleet utilization from accelerated project completions (impacting margins), a ~3-point cross-rental headwind, a modest SG&A increase including a $0.9M one-time charge, and typical seasonal/project timing variability that can affect quarter-to-quarter visibility. Overall, positive fundamentals and guidance outweigh the operational timing and cost headwinds.Company Guidance
Strong Revenue Growth
Total Q2 revenue of $82 million, up 20% year-over-year, driven by strength in both product sales and rentals.
Record Rental & Service Revenue
Rental and service revenues reached a quarterly high of $54 million, up 16% year-over-year and 3% sequentially.
Robust Product Sales
Product sales contributed $28 million in Q2, a 28% year-over-year increase (also noted as +21% sequentially).
Significant Profitability Improvement
Adjusted EBITDA was $26 million, a 37% year-over-year increase, with an adjusted EBITDA margin of 31.5% and gross margin of 37% (80 bps sequential improvement).
Improved EPS and Cash Generation
Adjusted EPS from continuing operations was $0.15 in Q2 (vs. $0.11 YoY and $0.12 in Q1). Operating cash flow was $22 million and free cash flow was $6 million for the quarter.
Balance Sheet Strength
Ended Q2 with total debt of $11 million, cash of $8 million and net debt of $2 million; $148 million available under bank facility for flexibility.
Raised Full-Year Profitability Guidance
Full-year 2026 guidance narrowed to $313M–$323M in revenue (midpoint ~15% growth) and adjusted EBITDA $97M–$103M (midpoint ~32% growth over 2025).
Manufacturing & Fleet Investment
Invested $4 million in Q2 toward a Louisiana manufacturing expansion expected to increase production capacity by ~50%; full-year CapEx now expected $65M–$80M, including $20M–$25M for manufacturing and $35M–$45M for fleet expansion (targeting low-to-mid teens percentage fleet growth).
International & M&A Progress
U.K. revenues more than doubled year-over-year to $19 million in H1, driven by the Grassform acquisition which contributed approximately $4 million to rental revenue growth; integration described as running ahead of expectations.
Healthy Quoting Pipeline
Quoted volumes up roughly 20% year-over-year with over half originating in expansion geographies, supporting confidence in double-digit growth and rental platform scale-up.
CH:NWP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed