NYSE$NBR

Nabors Industries Ltd · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Nabors' second quarter results exceeded expectations, driven by international growth and strong performance in Drilling Solutions and Rig Technologies.

Nabors reported Q2 2024 operating revenues of $735 million and a net loss attributable to Nabors shareholders of $32 million, or $4.29 per diluted share. Adjusted EBITDA was $218 million. The company's performance was driven by growth in the International Drilling segment and stronger performance in Drilling Solutions and Rig Technologies.

  • International Drilling segment experienced rig count growth, driven by rig additions in Algeria and Saudi Arabia.
  • Drilling Solutions segment saw revenue growth on third-party Lower 48 and international rigs.
  • Rig Technologies adjusted EBITDA increased, spread across business lines including capital equipment, OEM repair, and energy transition.
  • Nabors increased the amount on its revolving credit facility and extended it until 2029.

Headline financials

Total Revenue

$735M

Previous: $767M-4.2%
EPS

-$4.29

Previous: -$0.31-1283.9%
Lower 48 Avg Rigs

69

No prior period
International Avg Rigs

84

No prior period
Lower 48 Daily Margin

$15.6K

No prior period
International Daily Margin

$16.1K

No prior period
Capital Expenditures

-$232M

Previous: -$263M+12.0%
Free Cash Flow

-$264M

Previous: -$259M-2.1%
Net Income

-$32.3M

Previous: $4.61M-799.5%
Operating Income

$101M

Previous: $119M-15.3%
Gross Profit

$295M

Previous: $312M-5.4%
Cash & Equivalents

$466M

Previous: $413M+12.7%
Total Assets

$4.62B

Previous: $4.46B+3.4%
R&D Expense

$14.4M

No prior period
Stock-Based Comp

$3.58M

Previous: $4.34M-17.6%

Revenue & EPS history

Nabors · Revenue · Quarterly

$735M

Q2 2024-4.2%vs Q2 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Nabors · $749M total across 4 segments · Q3 2023

  • International Drilling
    $302M
  • U.S. Drilling
    $287M
  • Drilling Solutions
    $91.2M
  • Rig Technologies
    $68.6M+37.1%

Forward guidance

Nabors expects rig count to increase moderately for the balance of the year. Nabors expects its pipeline of scheduled international deployments to drive an increase in rig count of at least 20% from the end of 2023 through the end of 2025.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.3%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+2.4%

Avg return

30 days after

56%

40 / 72 earnings

Positive

+26.4%

Q3 2022

Best reaction

-17.0%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.4%+10.5%-1.7%
Q4 2025-9.9%+1.5%+8.1%
Q3 2025+10.2%+14.3%+5.7%
Q1 2025-7.0%-8.8%-10.6%
Q4 2024-7.1%-13.9%-18.6%
Q3 2024-5.9%+1.4%+1.2%
Q2 2024+9.3%+24.3%-8.0%
Q1 2024-5.5%-3.2%-9.5%
Q4 2023+4.9%+3.4%+10.8%
Q3 2023-7.2%-13.4%-18.7%
Q2 2023+2.0%+1.1%-8.8%
Q1 2023-3.5%-11.1%-14.5%
Q4 2022+10.3%+1.5%-20.1%
Q3 2022+26.4%+27.6%+17.9%
Q2 2022-17.0%-11.4%-4.9%
Q1 2022+1.4%-5.5%+7.5%
Q4 2021+3.7%+11.0%+42.2%
Q3 2021-8.7%-16.6%-28.3%
Q2 2021-1.0%-3.8%-17.6%
Q1 2021+6.6%+4.4%+12.9%
Q4 2020+18.1%+24.3%+8.0%
Q3 2020+11.6%+6.3%+89.2%
Q2 2020-1.2%-3.2%-11.9%
Q1 2020-5.3%+7.5%+230.8%
Q4 2019+1.3%-21.1%-79.7%
Q3 2019+10.5%+13.5%+20.5%
Q2 2019+23.6%+19.1%-19.5%
Q1 2019+2.5%+5.4%-35.0%
Q4 2018+5.8%+14.7%+12.1%
Q3 2018+1.8%+11.5%-28.1%
Q2 2018+4.6%+10.2%+3.3%
Q1 2018-0.7%-0.9%-1.8%
Q4 2017-6.5%-2.5%+1.0%
Q3 2017-0.3%-13.7%-9.3%
Q2 2017-0.8%-6.3%-12.1%
Q1 2017-10.4%-13.8%-25.7%
Q4 2016-2.1%-2.5%-19.6%
Q3 2016-5.9%-8.4%+11.5%
Q2 2016+5.3%+7.5%+15.0%
Q1 2016-13.7%
Q4 2015+19.9%
Q3 2015+0.6%
Q2 2015-2.8%
Q1 2015+1.1%
Q4 2014-1.6%
Q3 2014+1.8%
Q2 2014+2.2%
Q1 2014+1.8%
Q4 2013+16.9%
Q3 2013-4.2%
Q2 2013-1.0%
Q1 2013-2.0%
Q4 2012-5.7%
Q3 2012-3.7%
Q2 2012+7.8%
Q1 2012+0.6%
Q4 2011+0.2%
Q3 2011-4.1%
Q2 2011-5.1%
Q4 2010+1.0%
Q1 2009+1.0%
Q1 2011+1.0%
Q3 2010+1.3%
Q2 2010-3.6%
Q1 2010+2.8%
Q4 2007+1.5%
Q4 2009+1.5%
Q3 2009-6.1%
Q3 2008-6.1%
Q2 2009+7.9%
Q2 2008+7.9%
Q4 2008+7.9%

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