NASDAQ$NESR

National Energy Services Reunited Corp · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

NESR posted strong sequential growth in Q2 2025, with higher revenue, earnings, and margin expansion.

NESR reported $327.4M in revenue and $15.2M in net income for Q2 2025. Adjusted EBITDA increased 13% sequentially, supported by margin improvement and operational efficiency. Cash flow from operations was exceptionally strong.

  • Revenue grew to $327.4M, up 8.0% sequentially.
  • Net income rose to $15.2M, with EPS of $0.16.
  • Adjusted EBITDA reached $70.6M, with a margin of 21.6%.
  • Cash from operations hit $98.5M, enabling $68.7M in free cash flow.

Headline financials

Total Revenue

$327M

Previous: $325M+0.7%
EPS (adj)

$0.21

Previous: $0.29-27.6%
Free Cash Flow

$68.7M

No prior period
Net Income

$15.2M

Previous: $18.9M-19.5%
Operating Income

$27.1M

Previous: $34.1M-20.6%
Gross Profit

$43.9M

Previous: $48.4M-9.4%

Revenue & EPS history

NESR · Revenue · Quarterly

$327M

Q2 2025+0.7%vs Q2 2024
Beat estimate in 4 of 6 quarters(67%)
ActualEstimate

Forward guidance

NESR expects continued revenue and earnings growth driven by a strong contract pipeline, operational execution, and geographic diversification.

Tailwinds

  • Sequential revenue growth driven by diversified operations.
  • Adjusted EBITDA margin expanded by 95 basis points.
  • Operational efficiency boosted free cash flow.
  • Net Debt to trailing EBITDA ratio hit all-time low (0.74).
  • Disclosure controls and SEC remediation were completed.

Headwinds

  • Higher accounts receivable reduced free cash flow slightly.
  • Q2 revenue growth YoY was under 1.0%.
  • Cost inflation and global macro headwinds remain.
  • Short-term debt level increased from year-end.
  • Adjusted net income fell YoY from $27.4M to $20.1M.

Historical earnings impact

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

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+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 2021

Best reaction

-12.9%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
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 2024+1.2%+3.4%-2.2%
Q3 2023+1.2%+3.4%-2.2%
Q2 2024-4.7%+0.0%-35.0%
Q4 2023+8.7%+0.0%+0.0%
Q4 2022+32.0%+0.0%+0.0%
Q4 2021+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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