NOV(US:NOV) ZACKSยท2025-07-21 15:00Core Viewpoint - Nov Inc. (NOV) is expected to report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with the consensus outlook indicating a significant earnings drop [1][3]. Earnings Expectations - The consensus EPS estimate for Nov Inc. is $0.30 per share, reflecting a year-over-year decrease of 47.4% [3]. - Revenues are projected to be $2.15 billion, which is a 3% decline from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 2.6%, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Nov Inc. is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.38% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a positive reading being a strong predictor of an earnings beat [9][10]. - Nov Inc. currently holds a Zacks Rank of 4 (Sell), complicating the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Nov Inc. was expected to post earnings of $0.25 per share but only achieved $0.19, resulting in a surprise of -24.00% [13]. - Over the past four quarters, Nov Inc. has beaten consensus EPS estimates two times [14]. Industry Comparison - Solaris Energy Infrastructure, Inc. (SEI), another player in the oil and gas industry, is expected to report earnings of $0.15 per share for the same quarter, indicating a year-over-year increase of 15.4% [18]. - SEI's revenues are anticipated to be $123.23 million, up 66.8% from the previous year, although its consensus EPS estimate has been revised down by 10% in the last 30 days [19].