Group 1 - The article discusses the ongoing exploration of new companies in the upstream oil industry, highlighting that there are still emerging names despite years of coverage [1] - Fluidsdoc is introduced as a seasoned expert in the oil industry with 40 years of experience across six continents and over twenty countries, specializing in upstream oil activities [1] - The Daily Drilling Report, led by Fluidsdoc, offers investment analysis for the oil and gas sector, featuring a model portfolio that encompasses all segments of upstream oilfield activity with weekly updates [1]

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Investors might want to bet on Oil States International (OIS) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the sys ...

Investors interested in Oils-Energy stocks should always be looking to find the best-performing companies in the group. Has Oil States International (OIS) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Oil States International is a member of our Oils-Energy group, which includes 234 different companies and currently sits at #15 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the ...

Oil States International, Inc. (NYSE:OIS) reported better-than-expected fourth-quarter earnings on Friday.Oil States International reported quarterly earnings of 13 cents per share which beat the analyst consensus estimate of 10 cents per share. The company reported quarterly sales of $178.464 million which missed the analyst consensus estimate of $180.158 million.Oil States International shares gained 7.1% to trade at $13.42 on Monday.These analysts made changes to their price targets on Oil States Interna ...

Oil States International (NYSE:OIS) Q4 2025 Earnings call February 20, 2026 10:00 AM ET Company ParticipantsCindy Taylor - President and CEOEllen Pennington - VP of Human Resources and Senior CounselLloyd Hajdik - EVP and CFOConference Call ParticipantsJim Rollyson - AnalystJosh Jayne - AnalystStephen Gengaro - AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today. At this time, I would like to welcome you to the Oil States International ...

Oil States International (NYSE:OIS) Q4 2025 Earnings call February 20, 2026 10:00 AM ET Company ParticipantsCindy Taylor - President and CEOEllen Pennington - VP of Human Resources and Senior CounselLloyd Hajdik - EVP and CFOConference Call ParticipantsJim Rollyson - AnalystJosh Jayne - AnalystStephen Gengaro - AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today. At this time, I would like to welcome you to the Oil States International ...

Financial Data and Key Metrics Changes - The company reported consolidated revenues of $178 million for Q4 2025, an 8% increase both sequentially and year-over-year [10] - Adjusted consolidated EBITDA for Q4 2025 was $23 million, representing a 9% sequential increase and at the top of the guided range [10] - The net loss for the quarter was $117 million, or $2.04 per share, which included long-lived asset impairments and restructuring charges [10] - For the full year, adjusted consolidated EBITDA totaled $83 million, with adjusted net income of $22 million and adjusted EPS of $0.37 per share [11] - Cash flow from operations for Q4 was $50 million, up 63% sequentially, and for the full year, it totaled $105 million, representing a 129% increase year-over-year [11] Business Line Data and Key Metrics Changes - The Offshore Manufactured Products segment generated revenues of $123 million in Q4, with adjusted segment EBITDA of $25 million, resulting in a 20% adjusted segment EBITDA margin [12] - The Completion and Production Services segment delivered $23 million in revenues and adjusted segment EBITDA of $7 million, with margins expanding to 32% from 29% in the previous quarter [13] - The Downhole Technologies segment reported revenues of $32 million, an 11% sequential increase, with adjusted segment EBITDA growing to $1.3 million [13] Market Data and Key Metrics Changes - The backlog increased to $435 million, the highest level since March 2015, with a book-to-bill ratio of 1.3 times [7][12] - The company noted that 77% of revenues were generated from offshore and international markets, up from 72% in the prior year [6] Company Strategy and Development Direction - The company is focused on optimizing its business mix towards offshore and international markets, aiming for sustained incremental margins and cash flows [5][6] - The strategy includes high-grading technologies and service lines, with a focus on differentiated product offerings to enhance margins [7][8] - The company plans to continue returning capital to stockholders while maintaining a disciplined approach to capital allocation [8][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term demand for crude oil and natural gas, indicating that underinvestment in offshore infrastructure could lead to future growth opportunities [76][78] - The company anticipates full-year 2026 revenues to range between $680 million and $700 million, with EBITDA expected between $90 million and $95 million [17] - The first quarter of 2026 is expected to be the weakest in terms of revenue and cash flows due to timing factors [18] Other Important Information - The company ended 2025 with cash on hand exceeding total debt by $15 million [11] - A new four-year cash flow-based credit agreement was established, providing for borrowings of up to $75 million [14] - The company repurchased $17 million of common stock in 2025 and plans to remain opportunistic with additional purchases [15] Q&A Session Summary Question: Completion and Production side restructuring impact on Q4 revenue - Management confirmed that the restructuring and exiting of underperforming businesses are reflected in the Q4 revenue run rate levels, with a focus on reducing ongoing costs related to exited operations [24][25] Question: Backlog margins in Offshore Manufactured Products - Management indicated that the embedded margin profile is expected to improve, with consistent margin improvement targeted for 2026 [30][31] Question: Outlook on offshore spending and backlog growth - Management expressed optimism about the potential for backlog growth as offshore spending is expected to increase, supported by new product offerings and enhanced facilities [46][47] Question: Balance sheet and cash flow deployment post-debt repayment - Management stated that after debt repayment, the focus will be on share repurchases while also considering M&A opportunities [56][58] Question: Military products and defense spending outlook - Management highlighted the legacy military products and the potential for growth in this segment due to increased defense spending [60][62] Question: Geographic opportunities in the offshore market - Management identified Brazil and Guyana as strong bases for operations, with ongoing efforts to expand capabilities in Southeast Asia and West Africa [68][70]

Key Takeaways DTI is using its OneDTI program to unify operations and protect margins ahead of a 2025 downturn.Drilling Tools International grew Eastern Hemisphere revenues 41% year over year in Q3 2025.DTI's Compass platform and Houston facility move are boosting efficiency and lowering costs.In the cyclical oilfield services sector, execution and integration often determine which companies outperform when activity slows. Drilling Tools International (DTI) is addressing the near-term downturn by prioritizi ...

Oil States International (OIS) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.81%. A quarter ago, it was expected that this energy services company would post earnings of $0.1 per share when it actually produced earnings of $0.08, delivering a surprise of -20%.Over the last four ...