NASDAQ$NESR

National Energy Services Reunited Corp · Q2 2023 earnings

Q2 2023 earnings · · Before market open · Investor relations

Briefing

National Energy Services Reunited Corp reported strong revenue growth and net income for the second quarter of 2026.

NESR achieved revenues of $520.8 million in Q2 2026, more than doubling from the prior year period, driven by increased activity in hydraulic fracturing and well testing in Saudi Arabia. Net income reached $44.0 million with operating income of $64.8 million. The company maintained compliance with debt covenants and generated robust operating cash flow.

  • Revenue increased 59% year-over-year to $520.8 million, led by Production Services growth in MENA.
  • Net income more than doubled to $44.0 million, reflecting improved cost absorption and higher activity levels.
  • Production Services segment operating income rose sharply to $60.2 million on higher fracturing stages in Saudi Arabia.
  • Cash and cash equivalents stood at $175.0 million with total debt reduced to $274.6 million.

Headline financials

Total Revenue

$521M

No prior period
EPS (adj)

$0.44

No prior period
Net Income

$44M

No prior period
Operating Income

$64.8M

No prior period
Cash & Equivalents

$175M

No prior period

Revenue & EPS history

NESR · Revenue · Quarterly

$521M

Q2 2023
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Revenue by segment

NESR · $521M total across 2 segments · Q2 2023

  • Production Services
    $330M
  • Drilling and Evaluation Services
    $191M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 13 quarterly earnings reports

Historical avg

+4.0%

Avg return

Earnings day

+4.1%

Avg return

5 days after

+0.3%

Avg return

30 days after

61%

19 / 31 earnings

Positive

+32.0%

Q4 2022

Best reaction

-12.9%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2023
Q1 2026+10.1%+10.2%
Q4 2025+6.4%+17.1%+1.1%
Q3 2025+7.2%+9.4%+14.3%
Q2 2025+14.0%+18.1%+39.6%
Q4 2024+6.4%+1.2%-21.6%
Q3 2023+1.2%+3.4%-2.2%
Q3 2024+1.2%+3.4%-2.2%
Q2 2024-4.7%+0.0%-35.0%
Q4 2023+8.7%+0.0%+0.0%
Q4 2021+32.0%+0.0%+0.0%
Q4 2022+32.0%+0.0%+0.0%
Q1 2023-1.1%+0.0%+0.0%
Q3 2021+8.1%+0.0%+0.0%
Q2 2021-12.9%+0.0%+0.0%
Q1 2021+3.0%-0.9%+10.8%
Q4 2020+9.3%
Q3 2020-1.7%
Q2 2020+5.6%
Q1 2020+0.2%
Q4 2019+1.0%
Q3 2019+1.6%
Q2 2019+0.1%
Q1 2019-1.2%
Q4 2018-4.1%
Q3 2018+3.2%
Q2 2018-1.3%
Q1 2018-0.2%
Q4 2017-0.4%
Q3 2017-0.5%
Q2 2017+0.0%
Q1 2017+0.0%

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