NASDAQ$NESR

National Energy Services Reunited Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

National Energy Services Reunited reported Q4 2025, revenue of $398.3M, net income of $31.9M, diluted EPS of $0.32.

For Q4 2025, National Energy Services Reunited reported revenue of $398.3M, net income of $31.9M, diluted EPS was $0.32. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $398.3M.
  • Net income $31.9M.
  • Diluted EPS $0.32.

Headline financials

Total Revenue

$398M

Previous: $1.3B-69.4%
EPS (adj)

$0.32

Previous: $112.00-99.7%
Adjusted EBITDA

$84.4M

Previous: $87.2M-3.2%
Adjusted EBITDA Margin

21.2%

No prior period
Net Debt

$185M

Previous: $275M-32.6%
Short-Term Debt

$119M

Previous: $129M-7.5%
Net Income

$31.9M

Previous: $76.3M-58.2%
Operating Income

$30.6M

Previous: $42M-27.1%
Gross Profit

$48M

No prior period

Revenue & EPS history

NESR · Revenue · Quarterly

$398M

Q4 2025-69.4%vs Q4 2024
Beat estimate in 4 of 6 quarters(67%)
ActualEstimate

Forward guidance

The release discusses National Energy Services Reunited's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • National Energy Services Reunited cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 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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