NASDAQ$NESR

National Energy Services Reunited Corp · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

NESR posted solid profitability in Q3 2025, supported by cost efficiency measures despite a softer revenue environment.

National Energy Services Reunited Corp. reported Q3 2025 results with $295.3 million in revenue and $17.7 million in net income. The company maintained strong EBITDA margins amid lower activity in key regions and continued to execute its growth strategy with recent major contract wins.

  • Revenue reached $295.3 million for the quarter.
  • Net income totaled $17.7 million, up sequentially.
  • Adjusted EBITDA was $64.0 million with a margin of 21.7%.
  • Cash balance declined to $69.7 million as of quarter end.

Headline financials

Total Revenue

$295M

Previous: $336M-12.2%
EPS (adj)

$0.16

Previous: $0.31-48.4%
Adjusted EBITDA

$64M

No prior period
Adjusted EBITDA Margin

21.7%

No prior period
Net Debt

$263M

No prior period
Short-Term Debt

$126M

No prior period
Net Income

$17.7M

Previous: $20.6M-14.0%

Revenue & EPS history

NESR · Revenue · Quarterly

$295M

Q3 2025-12.2%vs Q3 2024
Beat estimate in 4 of 6 quarters(67%)
ActualEstimate

Forward guidance

Management expects improved cash flow in Q4 2025, continued margin strength, and execution of large new contracts including Jafurah.

Tailwinds

  • Expected improvement in operating cash flow in Q4.
  • Strong margin discipline maintained.
  • New large contract wins in Saudi Arabia and beyond.
  • Readiness to execute on large-scale infrastructure projects.
  • Focus on sustained value creation for shareholders.

Headwinds

  • Q3 revenue came in lower than expected.
  • Reduced activity due to contract transition in Saudi Arabia.
  • Increase in working capital requirements.
  • Decrease in cash and cash equivalents.
  • Free cash flow reduced versus prior year due to higher receivables.

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 Q3 2025

Historical avgQ3 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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