Nabors(US:NBR) ZACKS·2025-10-23 15:40Core Insights - Nabors Industries Ltd. (NBR) is expected to report third-quarter 2025 earnings on October 28, with revenue estimates at $840.54 million and a projected loss of $2.37 per share [1][8] Financial Performance - In the last reported quarter, NBR's loss per share was $2.71, exceeding consensus estimates of a loss of $2.05, primarily due to lower adjusted operating income and increased costs [2] - Operating revenues for the last quarter were $832.8 million, slightly above the Zacks Consensus Estimate of $831 million, driven by stronger contributions from U.S. Drilling and Rig Technologies segments [2] Earnings Surprise History - NBR has missed the Zacks Consensus Estimate in each of the last four quarters, with an average negative surprise of 142.13% [3] - The consensus estimate for third-quarter 2025 earnings has seen a downward revision recently, indicating a year-over-year bottom-line increase of 29.25% and a revenue increase of 14.86% from the previous year [3] Revenue Drivers - NBR's revenues are influenced by demand for oil and gas services, which is affected by oil and gas prices, exploration and production activity, competition, and economic conditions [4] - The anticipated revenue for the upcoming quarter is $840.54 million, up from $743.3 million in the same quarter last year, attributed to higher contributions from International Drilling and Drilling Solutions and Rig Technologies segments [5] Cost Considerations - Direct costs are expected to rise to $466.3 million in the third quarter, an increase of $34.6 million from the previous year, while general and administrative expenses are projected to reach $74.4 million [7] - Interest expenses are also expected to increase from $159.2 million to $176.7 million during the same period [7] Earnings Prediction - The model predicts an earnings beat for NBR, supported by a positive Earnings ESP of +2.32% and a Zacks Rank of 3 (Hold) [9][10]