Nabors (NBR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Nabors Industries reported revenue of $797.53 million for Q4 2025, marking a year-over-year increase of 9.3% and exceeding the Zacks Consensus Estimate of $796.62 million by 0.11% [1] - The company achieved an EPS of $0.17, a significant improvement from a loss of $6.67 in the same quarter last year, resulting in an EPS surprise of 105.81% compared to the consensus estimate of -$2.93 [1] Financial Performance Metrics - Daily Rig Revenue for International Drilling was reported at $49.39 million, slightly below the average estimate of $49.41 million [4] - Daily Adjusted Gross Margin for International Drilling was $17.63 million, compared to the average estimate of $18.17 million [4] - Average Rigs Working in International Drilling was 93, exceeding the average estimate of 91 [4] - Average Rigs Working in U.S. Drilling was 70, slightly above the estimated 69 [4] - Daily Rig Revenue for U.S. Drilling was $37.58 million, below the estimated $38.23 million [4] - Operating Revenues for U.S. Drilling were $240.62 million, compared to the estimated $247.62 million, reflecting a year-over-year decrease of 0.4% [4] - Operating Revenues for International Drilling reached $423.84 million, surpassing the average estimate of $415.23 million, with a year-over-year increase of 14.1% [4] - Operating Revenues for Drilling Solutions were $107.88 million, below the estimated $112.87 million, but showing a year-over-year increase of 42% [4] - Operating Revenues from Other reconciling items were reported at -$12.56 million, better than the estimated -$15.67 million, representing an 18.3% year-over-year change [4] - Operating Revenues for Rig Technologies were $37.75 million, exceeding the average estimate of $36.66 million, but reflecting a year-over-year decline of 32.8% [4] - Investment income was reported at $7.6 million, above the average estimate of $5.19 million, with a year-over-year decrease of 13.9% [4] Stock Performance - Nabors' shares have returned 9.9% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]