Oil States International, Inc. (NYSE:OIS) reported better-than-expected fourth-quarter earnings on Friday.Oil States International reported quarterly earnings of 13 cents per share which beat the analyst consensus estimate of 10 cents per share. The company reported quarterly sales of $178.464 million which missed the analyst consensus estimate of $180.158 million.Oil States International shares gained 7.1% to trade at $13.42 on Monday.These analysts made changes to their price targets on Oil States Interna ...

The share price of Oil States International, Inc. (NYSE:OIS) surged by 33.30% between February 13 and February 20, 2026, putting it among the Energy Stocks that Gained the Most This Week. Oil States International (OIS)- Among the Energy Stocks that Gained This Week Oil States International, Inc. (NYSE:OIS) designs, manufactures, and sells capital equipment utilized on floating production systems, subsea pipelines, offshore drilling rigs, and vessels. Oil States International, Inc. (NYSE:OIS) rallied aft ...

Oil States International (NYSE:OIS) Q4 2025 Earnings call February 20, 2026 10:00 AM ET Company ParticipantsCindy Taylor - President and CEOEllen Pennington - VP of Human Resources and Senior CounselLloyd Hajdik - EVP and CFOConference Call ParticipantsJim Rollyson - AnalystJosh Jayne - AnalystStephen Gengaro - AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today. At this time, I would like to welcome you to the Oil States International ...

Oil States International (NYSE:OIS) Q4 2025 Earnings call February 20, 2026 10:00 AM ET Company ParticipantsCindy Taylor - President and CEOEllen Pennington - VP of Human Resources and Senior CounselLloyd Hajdik - EVP and CFOConference Call ParticipantsJim Rollyson - AnalystJosh Jayne - AnalystStephen Gengaro - AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today. At this time, I would like to welcome you to the Oil States International ...

Financial Data and Key Metrics Changes - The company reported consolidated revenues of $178 million for Q4 2025, an 8% increase both sequentially and year-over-year [10] - Adjusted consolidated EBITDA for Q4 2025 was $23 million, representing a 9% sequential increase and at the top of the guided range [10] - The net loss for the quarter was $117 million, or $2.04 per share, which included long-lived asset impairments and restructuring charges [10] - For the full year, adjusted consolidated EBITDA totaled $83 million, with adjusted net income of $22 million and adjusted EPS of $0.37 per share [11] - Cash flow from operations for Q4 was $50 million, up 63% sequentially, and for the full year, it totaled $105 million, representing a 129% increase year-over-year [11] Business Line Data and Key Metrics Changes - The Offshore Manufactured Products segment generated revenues of $123 million in Q4, with adjusted segment EBITDA of $25 million, resulting in a 20% adjusted segment EBITDA margin [12] - The Completion and Production Services segment delivered $23 million in revenues and adjusted segment EBITDA of $7 million, with margins expanding to 32% from 29% in the previous quarter [13] - The Downhole Technologies segment reported revenues of $32 million, an 11% sequential increase, with adjusted segment EBITDA growing to $1.3 million [13] Market Data and Key Metrics Changes - The backlog increased to $435 million, the highest level since March 2015, with a book-to-bill ratio of 1.3 times [7][12] - The company noted that 77% of revenues were generated from offshore and international markets, up from 72% in the prior year [6] Company Strategy and Development Direction - The company is focused on optimizing its business mix towards offshore and international markets, aiming for sustained incremental margins and cash flows [5][6] - The strategy includes high-grading technologies and service lines, with a focus on differentiated product offerings to enhance margins [7][8] - The company plans to continue returning capital to stockholders while maintaining a disciplined approach to capital allocation [8][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term demand for crude oil and natural gas, indicating that underinvestment in offshore infrastructure could lead to future growth opportunities [76][78] - The company anticipates full-year 2026 revenues to range between $680 million and $700 million, with EBITDA expected between $90 million and $95 million [17] - The first quarter of 2026 is expected to be the weakest in terms of revenue and cash flows due to timing factors [18] Other Important Information - The company ended 2025 with cash on hand exceeding total debt by $15 million [11] - A new four-year cash flow-based credit agreement was established, providing for borrowings of up to $75 million [14] - The company repurchased $17 million of common stock in 2025 and plans to remain opportunistic with additional purchases [15] Q&A Session Summary Question: Completion and Production side restructuring impact on Q4 revenue - Management confirmed that the restructuring and exiting of underperforming businesses are reflected in the Q4 revenue run rate levels, with a focus on reducing ongoing costs related to exited operations [24][25] Question: Backlog margins in Offshore Manufactured Products - Management indicated that the embedded margin profile is expected to improve, with consistent margin improvement targeted for 2026 [30][31] Question: Outlook on offshore spending and backlog growth - Management expressed optimism about the potential for backlog growth as offshore spending is expected to increase, supported by new product offerings and enhanced facilities [46][47] Question: Balance sheet and cash flow deployment post-debt repayment - Management stated that after debt repayment, the focus will be on share repurchases while also considering M&A opportunities [56][58] Question: Military products and defense spending outlook - Management highlighted the legacy military products and the potential for growth in this segment due to increased defense spending [60][62] Question: Geographic opportunities in the offshore market - Management identified Brazil and Guyana as strong bases for operations, with ongoing efforts to expand capabilities in Southeast Asia and West Africa [68][70]

Oil States International (OIS) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.81%. A quarter ago, it was expected that this energy services company would post earnings of $0.1 per share when it actually produced earnings of $0.08, delivering a surprise of -20%.Over the last four ...

EXHIBIT 99.1 Oil States Announces Fourth Quarter 2025 Results HOUSTON, February 20, 2026 – Oil States International, Inc. (NYSE: OIS): | | | | | Three Months Ended | | | % Change | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | December 31, | | September 30, | | December 31, | | | | (Unaudited, In Thousands, Except Per Share Amounts) | | 2025 | | 2025 | | 2024 | Sequential | Year-over-Year | | Consolidated results: | | | | | | | | | | Revenues | $ | 178,464 | $ | 165,180 | $ | 164,595 | 8 % ...

HOUSTON--(BUSINESS WIRE)--Oil States International, Inc. (NYSE:OIS) announced today that it has scheduled its fourth quarter 2025 earnings conference call for Friday, February 20, 2026 at 9:00 a.m. Central Standard Time. During the call, Oil States will discuss the results for the quarter ended December 31, 2025, which are expected to be released on Friday, February 20, 2026, before the markets open. This call is being webcast and can be accessed at Oil States' website at www.ir.oilstatesintl.com. Participa ...

Core Viewpoint - Oil States International, Inc. has entered into an amended and restated credit agreement providing total commitments of $125 million, which includes a $75 million revolving credit facility and a $50 million multi-draw term loan facility, available until July 28, 2026 [1] Group 1: Credit Agreement Details - The Cash Flow Credit Agreement bears interest at Term SOFR plus a margin of 2.50% to 3.50% or at a base rate plus a margin of 1.50% to 2.50%, depending on the Company's net leverage ratio [2] - A commitment fee of 0.375% to 0.500% is applicable on any unused commitments under the agreement [2] - The agreement is secured by a pledge of substantially all of the Company's and guarantors' assets located in the U.S. and the stock of certain foreign subsidiaries [2] Group 2: Financial Covenants - The agreement includes covenants requiring the Company to maintain an interest coverage ratio of at least 3.00 to 1.00 and a maximum total net leverage ratio of no greater than 2.50 to 1.00, or 3.25 to 1.00 during certain periods [3] - A maximum senior secured net leverage ratio of no greater than 2.00 to 1.00 is also mandated [3] Group 3: Recent Financial Activity - In Q4 2025, the Company purchased $50 million principal amount of its 4.75% convertible senior notes due April 1, 2026, using cash on hand [4] - As of December 31, 2025, $53 million principal amount of the 2026 Notes remained outstanding, with cash on hand totaling $70 million [4] - The Company plans to extinguish the remaining 2026 Notes using cash on hand and/or borrowings under the Cash Flow Credit Agreement [4] Group 4: Company Overview - Oil States International, Inc. is a global provider of manufactured products and services to the energy, industrial, and military sectors, with headquarters in Houston, Texas [5] - The Company offers highly engineered capital equipment and consumable products, with manufacturing and service facilities strategically located worldwide [5]

Group 1 - Gabelli Funds, LLC will host the 36th Annual Pump, Valve, & Water Systems Symposium on February 26, 2026, in New York, NY [1] - The symposium will focus on discussions related to critical infrastructure, aerospace and defense, machine tools, and the oil and gas industry [2] - Attendees will have opportunities for one-on-one meetings with management from participating companies [2] Group 2 - Participating companies include AMETEK, Graco, Badger Meter, ITT, Crane, Landis+Gyr, Enpro, Mueller Water Products, Flowserve, Oil States International, Franklin Electric, and Watts Water Technologies [2] - A lunch presentation will be given by Robert Powelson, President & CEO of the National Association of Water Companies [3]