Oil States International, Inc. Q4 2025 Earnings Call Summary

Management successfully shifted the business mix toward offshore and international markets, which now account for 77% of total revenue compared to 72% in the prior year. Performance was driven by disciplined backlog conversion and improved margins in the Completion and Production Services and Downhole Technologies segments following strategic restructuring. The company intentionally exited underperforming U.S. land-based operations to high-grade the portfolio and focus on more differentiated, higher-m ...