This Is How Drilling Tools' Rental Model Drives Cash Flow

Key Takeaways DTI's rental-led model with 65,000 tools supports cash flow in softer drilling markets.DTI generated $172M in 2025 revenue, with 80% from rentals; Q4 EBITDA rose 11% despite a sales dip.DTI guides 2026 revenue of $155-$170M and EBITDA of $35-$45M, with flat H1 and modest H2 growth.Drilling Tools International Corporation (DTI) supplies downhole tools used in horizontal and directional drilling. The company’s model is built to keep a large fleet working, supported by in-house manufacturing, ins ...