NYSE$OIS

Oil States International Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Reported net income with facility sale gain, offset by restructuring charges, and revenues decreased due to lower U.S. land activity and service line exits.

Oil States International, Inc. reported a net income of $15.2 million, or $0.24 per share, and Adjusted EBITDA of $18.7 million for Q4 2024 on revenues of $164.6 million. The results included a gain from a facility sale, offset by restructuring charges. Revenues decreased sequentially due to lower U.S. land-based activity and the exit of certain service lines.

  • Net income of $15.2 million, or $0.24 per share, was reported, including a facility sale gain partially offset by restructuring charges.
  • Adjusted net income of $5.5 million, or $0.09 per share, was reported, excluding the facility sale gain and restructuring charges.
  • Consolidated revenues of $164.6 million decreased 6% sequentially, driven by lower U.S. land-based activity and the exit of certain service lines.
  • Generated cash flows from operations of $18.2 million.

Headline financials

Total Revenue

$165M

Previous: $208M-21.0%
EPS (adj)

$0.09

Previous: $0.09+0.0%
Adjusted EBITDA

$18.7M

No prior period
Offshore Mfg. Products Adj. EBITDA

$24.7M

No prior period
Completion & Production Services Adj. EBITDA

$3.55M

No prior period
Downhole Technologies Adj. EBITDA

$131K

No prior period
Net Income

$15.2M

Previous: $5.96M+154.3%
Operating Income

$18.5M

Previous: $7.83M+136.1%

Revenue & EPS history

Oil States · Revenue · Quarterly

$165M

Q4 2024-21%vs Q4 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Oil States · $134M total across 2 segments · Q3 2023

  • Offshore Manufactured Products
    $111M+15.7%
  • Downhole Technologies
    $23.4M-28.6%

Forward guidance

The company is focused on business mix optimization and capital allocation within the Completion and Production Services and Downhole Technologies segments. Strategic efforts are expected to improve U.S. operational performance and enhance U.S. land driven operating margins in future periods.

Tailwinds

  • Offshore and international operations were very resilient in terms of revenue, Adjusted EBITDA and bookings.
  • Offshore Manufactured Products segment revenues rose 5% sequentially.
  • Adjusted Segment EBITDA for Offshore Manufactured Products rose 6% on a favorable revenue mix.
  • Bookings for Offshore Manufactured Products increased 1% sequentially.
  • The outlook for offshore and international project-driven businesses remains strong.

Headwinds

  • Ongoing declines in U.S. land driven operations due to extensive holiday slowdowns in activity.
  • Completions work in the Gulf of America was slow to recover from disruptions.
  • Highly cyclical nature of select U.S. service lines.
  • Completion and Production Services segment implemented restructuring actions in its U.S. land-based businesses to reduce costs and improve future operating margins.
  • Downhole Technologies segment implemented actions to reduce costs and improve future operating margins.

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 Q4 2024

Historical avgQ4 2024

+1.0%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.0%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+25.0%

Q4 2025

Best reaction

-23.9%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.6%-22.3%-22.2%
Q4 2025+25.0%+34.3%+21.6%
Q3 2025+3.5%-2.4%-4.1%
Q1 2025+23.1%+18.8%+23.9%
Q4 2024-11.7%-0.7%-1.5%
Q3 2024+13.2%+12.9%+31.6%
Q2 2024+17.1%+12.4%+9.9%
Q1 2024-23.9%-24.2%-14.3%
Q4 2023-6.9%-9.0%+0.3%
Q3 2023+4.6%+1.0%-3.8%
Q2 2023-11.8%-10.9%-13.7%
Q1 2023-5.6%-8.4%-7.8%
Q4 2022+9.1%+6.0%-15.8%
Q3 2022-0.9%+13.5%+11.8%
Q2 2022-0.8%+0.2%+7.4%
Q1 2022+4.3%+5.4%+19.9%
Q4 2021-1.2%-14.8%+1.1%
Q3 2021+1.3%+12.5%-20.8%
Q2 2021-0.7%-8.7%-0.8%
Q1 2021+6.6%+3.9%+14.6%
Q4 2020-4.5%+4.8%-6.6%
Q3 2020-1.2%+13.9%+89.3%
Q2 2020-6.7%-7.1%-8.5%
Q1 2020+20.7%+14.4%+48.8%
Q4 2019-7.4%-18.5%-81.7%
Q3 2019+7.3%+11.2%+16.0%
Q2 2019+8.1%+1.8%-0.8%
Q1 2019+1.8%+4.6%-13.0%
Q4 2018-1.5%+4.7%-10.5%
Q3 2018+0.9%-2.1%-2.0%
Q2 2018+3.1%-2.7%+1.8%
Q1 2018+12.6%+8.9%+6.1%
Q4 2017-2.7%-1.4%-9.0%
Q3 2017-4.6%+2.0%+0.7%
Q2 2017-9.0%-5.8%-17.7%
Q1 2017-8.3%-11.0%-10.0%
Q4 2016-8.9%-11.3%-19.9%
Q3 2016-4.5%-6.9%+5.6%
Q2 2016+4.3%+7.1%+11.7%
Q1 2016+4.2%
Q4 2015-1.0%
Q3 2015+2.0%
Q2 2015+8.9%
Q1 2015+9.5%
Q4 2014-0.5%
Q3 2014+0.9%
Q2 2014-2.2%
Q1 2014-2.5%
Q4 2013-2.8%
Q3 2013+1.1%
Q2 2013+2.4%
Q1 2013-3.3%
Q4 2012-1.7%
Q3 2012-1.6%
Q2 2012-1.7%
Q1 2012+8.3%
Q4 2011+1.3%
Q3 2011+4.3%
Q2 2011+1.8%
Q1 2010+5.4%
Q1 2011+2.4%
Q4 2008-4.1%
Q4 2010-4.1%
Q3 2010+0.5%
Q3 2009+0.5%
Q2 2010+2.9%
Q2 2009+2.9%
Q4 2009+2.9%

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