NYSE$RES

Rpc Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

RPC's financial performance increased, marked by revenue growth and improved profitability.

RPC, Inc. reported a significant increase in revenue for the second quarter of 2021, accompanied by improvements in operating loss and net loss compared to the previous year. The company saw growth in both Technical Services and Support Services segments, driven by higher activity levels and an improving economy.

  • Revenues increased by 111.4% compared to the second quarter of 2020, reaching $188.8 million.
  • Operating loss improved to $1.2 million compared to a $37.5 million loss in the prior year.
  • Net loss was reduced to $726 thousand, or $0.00 per share, compared to a $25.1 million loss, or $0.12 loss per share, in the second quarter of the previous year.
  • EBITDA for the quarter was $17.3 million, a significant improvement from negative $19.4 million in the same period last year.

Headline financials

Total Revenue

$189M

Previous: $89.3M+111.4%
EPS (adj)

-$0.00

Previous: -$0.10+96.6%
Oil price ($/barrel)

$66.58

No prior period
Natural gas ($/Mcf)

$2.98

No prior period
Capital Expenditures

-$25.9M

Previous: -$38.7M+33.1%
Free Cash Flow

-$26.6M

Previous: -$63.8M+58.3%
Net Income

-$726K

Previous: -$25.1M+97.1%
Operating Income

-$1.22M

Previous: -$37.5M+96.7%
Gross Profit

$43M

Previous: $9.26M+363.9%
Cash & Equivalents

$121M

Previous: $145M-16.8%

Revenue & EPS history

Rpc · Revenue · Quarterly

$189M

Q2 2021+111.4%vs Q2 2020
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Revenue by segment

Rpc · $163M total across 2 segments · Q2 2021

  • Technical Services
    $119M
  • Support Services
    $44.1M

Forward guidance

RPC anticipates higher drilling and completion plans due to stronger commodity prices, with increased activity expected in the Technical Services segment during the second half of the year. However, the industry's struggle to achieve net pricing improvements is expected to limit financial returns.

Tailwinds

  • High customer demand indicates strong activity.
  • Customer base responding to higher commodity prices.
  • Increased drilling and completion plans expected.
  • Additional horizontal pressure pumping fleet activated.
  • Success in passing through cost increases.

Headwinds

  • Significant customer-related operational delays.
  • Extreme rain experienced in the Permian Basin.
  • Pressure pumping revenues declined slightly.
  • Revenues in nitrogen service line declined sequentially.
  • Industry struggles to achieve net pricing improvements.

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 2021

Historical avgQ2 2021

+0.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-1.4%

Avg return

30 days after

52%

34 / 66 earnings

Positive

+21.4%

Q2 2022

Best reaction

-18.3%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.4%-4.3%-7.9%
Q4 2025-17.4%-12.8%-7.4%
Q3 2025+11.6%+8.4%+6.4%
Q2 2025-3.9%-5.0%-3.0%
Q1 2025+0.8%+1.0%-8.3%
Q4 2024-3.9%-0.5%-13.1%
Q3 2024-5.1%-7.9%+2.2%
Q2 2024+20.6%+27.7%+12.3%
Q1 2024-10.1%-15.5%-14.4%
Q4 2023+7.4%+10.4%+5.1%
Q3 2023-4.6%-3.5%-14.7%
Q2 2023-7.9%-7.1%-10.0%
Q1 2023-2.2%-0.5%-4.4%
Q4 2022+10.6%+11.9%+2.3%
Q3 2022+4.3%+20.6%-1.0%
Q2 2022+21.4%+19.6%+26.9%
Q1 2022-0.6%-4.5%-13.6%
Q4 2021-0.8%-1.8%+39.5%
Q3 2021-2.1%-5.5%-28.0%
Q2 2021+0.0%-6.6%-8.7%
Q1 2021+0.8%+4.0%-1.8%
Q4 2020+18.9%+27.4%+64.1%
Q3 2020-11.7%-3.8%+28.3%
Q2 2020-1.9%-1.6%+3.5%
Q1 2020+0.3%+2.6%+35.5%
Q4 2019+2.0%-9.2%-25.1%
Q3 2019-8.6%-11.6%-31.0%
Q2 2019-9.9%-15.9%-20.5%
Q1 2019-18.3%-17.5%-37.9%
Q4 2018-4.2%-4.7%-5.3%
Q3 2018-1.9%+1.4%-1.7%
Q2 2018+1.8%+7.4%+3.6%
Q1 2018-5.0%-4.1%-10.1%
Q4 2017-15.0%-19.4%-20.5%
Q3 2017+3.0%+7.0%+4.2%
Q2 2017+2.1%-1.3%-11.0%
Q1 2017+2.1%+2.3%+8.0%
Q4 2016+0.6%-1.3%-10.1%
Q3 2016+0.4%-3.9%+1.7%
Q2 2016-1.5%-3.4%+9.2%
Q1 2016+4.9%
Q4 2015+8.8%
Q3 2015+2.6%
Q2 2015+1.9%
Q1 2015+2.1%
Q4 2014-4.3%
Q3 2014-3.1%
Q2 2014+6.0%
Q1 2014+3.8%
Q4 2013-9.3%
Q3 2013+6.4%
Q2 2013-5.2%
Q1 2013-12.7%
Q4 2012+6.1%
Q3 2012-1.3%
Q2 2012+1.1%
Q1 2011-0.1%
Q1 2012+9.2%
Q4 2009+0.9%
Q4 2011+0.9%
Q3 2011+9.4%
Q3 2010+9.4%
Q4 2010-3.3%
Q2 2010-3.3%
Q2 2011-3.3%
Q1 2010+1.3%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro