Revenue: As of FY2025 Q2, the actual value is USD 68.23 M, beating the estimate of USD 59.69 M.EPS: As of FY2025 Q2, the actual value is USD 0.1, beating the estimate of USD 0.0875.<h3>Segment Revenue</h3><ul><li>Rental and Service Revenues: $89.7 million for the first half of 2025, a 25% increase from $71.6 million in the first half of 2024.</li><li>Product Sales Revenues: $43.3 million for the first half of 2025, a slight decrease of 2% from $44.2 million in the first half of 2024.</li></ul><h3>Operational Metrics</h3><ul><li>Net Income: $18.7 million for the first half of 2025, compared to $15.3 million for the first half of 2024.</li><li>Operating Income from Continuing Operations: $25.2 million for the first half of 2025, a 29% increase from $19.5 million in the first half of 2024.</li><li>Gross Profit Margin: Improved to 37.9% for the first half of 2025 from 36.7% in the first half of 2024.</li></ul><h3>Cash Flow</h3><ul><li>Net Cash Provided by Operating Activities: $30.3 million for the first half of 2025, compared to $39.5 million for the first half of 2024.</li><li>Net Cash Used in Investing Activities: $0.8 million for the first half of 2025, primarily due to capital expenditures and proceeds from the sale of the Fluids Systems business.</li><li>Net Cash Used in Financing Activities: $21.8 million for the first half of 2025, mainly reflecting purchases of treasury stock.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: The company aims to accelerate organic growth through the expansion of its rental business, focusing on geographic expansion and increasing customer market share. Investment capital is prioritized to support this objective, with a goal to drive SG&amp;A as a percentage of revenue to a mid-teens range by early 2026.</li><li>Non-Core Business: The company completed the sale of its Fluids Systems segment in September 2024, focusing on its core business operations moving forward.</li><li>Share Repurchase Program: The Board of Directors increased the authorization under the repurchase program to $100.0 million in April 2025, with $95.0 million remaining as of June 30, 2025.</li></ul>

NPK | 10-Q: FY2025 Q2 Revenue Beats Estimate at USD 68.23 M