Group 1 - KLX Energy Services Holdings, Inc. will report its 2025 second quarter financial results on August 7, 2025, at 10:00 a.m. Eastern Time [1] - The conference call can be accessed via phone or live webcast, with a replay available until August 21, 2025 [1] - Questions for management can be submitted via email prior to the call [1] Group 2 - KLX is a growth-oriented provider of diversified oilfield services to leading onshore oil and natural gas exploration and production companies [2] - The company operates over 60 service and support facilities across the United States, focusing on drilling, completion, production, and intervention activities [2] - KLX's services are supported by technically skilled personnel and a broad portfolio of innovative in-house manufacturing, repair, and maintenance capabilities [2]

Group 1 - NOV Inc. holds a unique position in the oil industry with a balanced revenue-generating portfolio based on proprietary technologies [1] - The company's flexibility allows it to serve every segment and player in the oil sector [1]

Core Insights - Flotek Industries (FTK) specializes in customized drilling and cementing solutions that enhance performance in oil and gas well construction [1][2][3] - The company's advanced polymers and surfactants improve drilling fluid flow, solid suspension, and wellbore cleaning, providing operators with better control in various rock formations [2][10] - Flotek's cement dispersants enhance slurry flow and pumpability under high pressure, crucial for maintaining well integrity in challenging conditions [3][10] - The company also offers anti-foam chemicals that reduce unwanted foam and trapped gas, improving operational safety and equipment protection [4][10] Industry Context - ChampionX (CHX) is a key competitor in production and drilling chemistry, focusing on cementing additives and fluid loss control agents to enhance well stability [5] - Baker Hughes (BKR) provides a comprehensive range of drilling and cementing additives, leveraging digital tools for fluid performance optimization, particularly in high-volume offshore markets [6] Financial Performance - Flotek Industries' shares have increased by 56% in the first half of the year [9] - The company trades at a forward price-to-earnings ratio of approximately 22 [11] - Recent earnings estimates for Flotek have shown positive revisions, with significant increases over the past 60 days, indicating strong growth expectations [13]

Core Viewpoint - RPC, Inc. is set to release its financial results for the second quarter of 2025 on July 24, 2025, before market opening, followed by a conference call to discuss these results [1]. Group 1: Financial Results Announcement - RPC, Inc. will announce its second-quarter financial results for the period ending June 30, 2025, on July 24, 2025 [1]. - The company will host a conference call at 9:00 a.m. Eastern Time on the same day to review its financial and operating results [1]. Group 2: Conference Call Participation - Individuals can participate in the conference call by dialing toll-free (888) 440-5966 or (646) 960-0125 for international callers, using conference ID number 9842359 [2]. - The call will also be broadcast and archived for 90 days on the company's investor website for those unable to join by telephone [2]. Group 3: Company Overview - RPC provides a wide range of specialized oilfield services and equipment primarily to independent and major oilfield companies involved in oil and gas exploration, production, and development across the United States and selected international markets [3].

Core Viewpoint - The article highlights the importance of dividend-paying stocks as a strategy for investors to enhance returns amid macroeconomic uncertainties, featuring three specific stocks recommended by top Wall Street analysts. Group 1: McDonald's (MCD) - McDonald's offers a quarterly dividend of $1.77 per share, resulting in an annualized dividend of $7.08 per share and a dividend yield of 2.4% [3] - The company has increased its annual dividend for 49 consecutive years, positioning itself to become a dividend king [3] - Jefferies analyst Andy Barish has reiterated a buy rating on McDonald's with a price target of $360, citing near-term acceleration in U.S. same-store sales and medium-term unit growth as key drivers [4][5] - Barish also noted improved international same-store sales, benefiting from McDonald's value proposition and competitive advantages in size, scale, and advertising [5][6] - The analyst expects global unit growth to accelerate to 4% to 5% and highlighted the company's strong free cash flow generation to support dividends and share repurchases [6] Group 2: EPR Properties (EPR) - EPR Properties, a REIT focused on experiential properties, recently increased its monthly dividend by 3.5% to $0.295 per share, resulting in an annualized dividend of $3.54 per share and a dividend yield of 6.2% [8] - Stifel analyst Simon Yarmak upgraded EPR to buy from hold, raising the price target to $65 from $52, citing improvements in the cost of capital and potential for external growth [9] - Yarmak noted that EPR's weighted average cost of capital has improved to about 7.85% from nearly 9.3%, enabling the company to pursue acquisitions [11] - The analyst expects continued improvement in the theatre industry fundamentals to enhance EPR's earnings over the coming years [12] Group 3: Halliburton (HAL) - Halliburton offers a quarterly dividend of 17 cents per share, leading to an annualized dividend of 68 cents per share and a dividend yield of 3.3% [14] - Goldman Sachs analyst Neil Mehta reaffirmed a buy rating on Halliburton with a price target of $24, highlighting that about 60% of HAL's revenue comes from international markets, providing resilience [15][16] - Management anticipates growth from unconventional completion opportunities and market share growth in directional drilling, which could enhance margins and support strong free cash flow [17] - Despite expected pricing softness in North America, Halliburton aims to maintain a premium due to its differentiated technology and long-term contracts [18]

Core Insights - ProPetro (NYSE: PUMP) provides complementary services to upstream exploration and production (E&P) companies exclusively within the Permian Basin, indicating a focused operational strategy in a key oil-producing region [1] - The activity in the Permian Basin is closely tied to oil prices, suggesting that fluctuations in oil prices will directly impact ProPetro's business performance [1] - ProPetro is transitioning to electric fleets, which is expected to reduce sustaining capital expenditures (capex), indicating a strategic move towards more sustainable and cost-effective operations [1]

Company Announcement - NOV Inc. will hold a conference call to discuss its second quarter 2025 results on July 29, 2025, at 10 a.m. Central Time [1] - A press release with the company's results will be issued after the market closes on July 28, 2025 [1] - The conference call will be webcast live on the company's investor relations website [1] Company Overview - NOV delivers technology-driven solutions to empower the global energy industry [2] - The company has over 150 years of experience in pioneering innovations that enable safe and abundant energy production while minimizing environmental impact [2] - NOV's expertise and technology are essential for improving oilfield operations and advancing the energy transition towards sustainability [2]

Group 1 - Core Laboratories Inc. (NYSE: CLB) is currently trading at around a five-year low, with the stock price dropping from $48 in June 2021 to approximately $10 earlier this year [1] - The significant decline in stock price indicates potential investment opportunities for investors looking for undervalued assets in the market [1]

Liberty Energy Overview - Liberty Energy is the 4th largest North American Oilfield Services (OFS) company based on TTM revenue through December 31, 2023[7, 9, 25, 27] - The company's average Cash Return on Capital Invested (CROCI) from 2012-2023 is 24%[11, 25] - Liberty Energy's trailing twelve month (TTM) revenue is $47 billion and adjusted EBITDA is $12 billion as of December 31, 2023[25] Technology and Fleet Transition - Liberty Energy expects 90% of its fleet to be primarily natural gas powered by the end of 2024[19] - The company's digiFleets and dual fuel fleets earn premium pricing[19] - digiFleets are expected to comprise the majority of Liberty's fleet within 5-7 years[19] Capital Returns - Liberty Energy has returned $328 million to shareholders through buybacks[20] - The company has repurchased 12% of shares outstanding since the buyback reinstatement in July 2022[20, 25] - Liberty Energy raised the quarterly cash dividend to $007 per share in Q4 2023[20]

Liberty Energy's Performance and Strategy - Liberty Energy is the 4th largest North American Oilfield Services (OFS) company[7, 39] - The company boasts a 12-year average Cash Return on Capital Invested (CROCI) of 24%[11, 39] - Liberty's Adjusted EBITDA for the trailing twelve months (TTM) is $11 billion, with a net income of $431 million and EPS of $250[39] - Liberty has repurchased 13% of its shares since July 2022[35, 39] - The company's annualized dividends are payable at $028 per share[39] Energy Market Dynamics and Liberty's Position - Hydrocarbons still account for 85% of global energy consumption[64, 65] - Liberty expects 90% of its fleets to be primarily natural gas-powered by the end of 2024[29] - Liberty's lateral feet completed have increased by 27% since 2022[24] Return of Capital Program - Liberty has returned $388 million through buybacks[35] - The company's cumulative return of capital is $459 million[35] - Since 2021, Liberty's return of capital is over $600 million[35]