NYSE$RNGR

Ranger Energy Services Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Ranger Energy Services reported an increase in revenue across all segments and executed two strategic acquisitions, Patriot Well Solutions and PerfX Wireline Services.

Ranger Energy Services, Inc. announced its Q2 2021 results, featuring a 31% sequential growth in revenue with increases across all segments. The company reported a net loss of $9.1 million and an adjusted EBITDA of $2.0 million, inclusive of $1.0 million of make-ready expenses for rigs.

  • Completed Patriot and PerfX (Q3) acquisitions, significantly expanding wireline scale and scope.
  • Experienced 31% sequential growth in revenue with increases across all segments.
  • High Spec Rig segment posted recent high levels of both revenue and margin.
  • Executed two acquisitions, Patriot Well Solutions and PerfX Wireline Services (Q3), expanding the wireline fleet and strengthening service offerings.

Headline financials

Total Revenue

$50M

Previous: $30.7M+62.9%
EPS (adj)

-$0.59

Previous: -$0.58-1.7%
Adjusted EBITDA

$2M

Previous: $3.2M-37.5%
Capital Expenditures

-$1.8M

Previous: -$5.8M+69.0%
Free Cash Flow

-$7.4M

Previous: -$10.7M+30.8%
Net Income

-$5.6M

Previous: -$4.9M-14.3%
Operating Income

-$8.5M

Previous: -$8.1M-4.9%
Gross Profit

$5.9M

Previous: $6.9M-14.5%
Cash & Equivalents

$3.4M

Previous: $6M-43.3%
Total Assets

$251M

Previous: $248M+1.0%
Stock-Based Comp

$900K

Previous: $900K+0.0%

Revenue & EPS history

Ranger Energy Services · Revenue · Quarterly

$50M

Q2 2021+62.9%vs Q2 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Ranger Energy Services · $50M total across 3 segments · Q2 2021

  • High Specification Rigs
    $29M+154.4%
  • Wireline Services
    $19.8M+11.9%
  • Processing Solutions
    $1.2M-25.0%

Forward guidance

Ranger Energy Services anticipates additional revenue and margin gains in the third and fourth quarters, driven by momentum in the High Spec Rig segment and the integration of recent acquisitions.

Tailwinds

  • Expecting additional revenue and margin gains in Q3 and Q4.
  • High Spec Rig segment delivered strong sequential revenue growth.
  • Margin performance equaled historic peaks in the High Spec Rig segment.
  • Integration of Patriot Well Solutions and PerfX Wireline Services expected to positively impact results.
  • Anticipate further market acknowledgement of Ranger's efficient, low-cost structure.

Headwinds

  • Wireline business margin performance continues to underperform due to low completion pricing levels.
  • Net loss increased due to decreased gross profits in Completions and Processing Solutions segments.
  • Increased general and administrative expenses driven by transaction related expenses.
  • Operating loss increased in Completion and Other Services segment due to decreased profit margins.
  • Operating loss increased in Processing Solutions segment due to decreased gross profit 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 Q2 2021

Historical avgQ2 2021

-1.0%

Avg return

Earnings day

-0.9%

Avg return

5 days after

+1.1%

Avg return

30 days after

39%

14 / 36 earnings

Positive

+15.4%

Q3 2020

Best reaction

-20.1%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.4%-6.9%-17.6%
Q4 2025-2.9%-4.4%-3.7%
Q3 2025-0.7%+0.1%+3.9%
Q2 2025-1.4%+0.3%+7.1%
Q1 2025-12.1%-5.8%-15.6%
Q4 2024-2.1%-9.7%-18.2%
Q3 2024+3.3%+6.7%+33.8%
Q2 2024+12.0%+4.9%+8.9%
Q1 2024+1.6%+0.4%+0.4%
Q4 2023+4.9%+4.4%+8.9%
Q3 2023-11.4%-12.6%-26.4%
Q2 2023+6.6%+19.5%+17.0%
Q1 2023-2.8%-1.3%-1.6%
Q4 2022+2.6%+2.2%-2.9%
Q3 2022+3.7%+5.2%+10.8%
Q2 2022-3.0%-3.5%+7.6%
Q1 2022+6.3%-1.8%+14.1%
Q4 2021+9.6%+7.4%-5.8%
Q3 2021-0.8%+0.6%-2.2%
Q2 2021-3.1%-9.7%-10.7%
Q1 2021+3.1%+7.8%+35.0%
Q4 2020+3.0%+7.1%+3.9%
Q3 2020+15.4%+6.1%+29.6%
Q2 2020-10.7%-11.0%-7.1%
Q1 2020-1.3%-6.9%-7.3%
Q4 2019-1.6%-2.0%-44.5%
Q3 2019-5.7%+0.0%+33.4%
Q2 2019-14.6%-11.2%-10.0%
Q1 2019+7.5%+4.2%-14.4%
Q4 2018-2.2%+0.8%+34.0%
Q3 2018-0.3%+11.3%+15.5%
Q2 2018-6.8%-3.8%-10.3%
Q1 2018-2.8%-2.3%+2.5%
Q4 2017-4.0%-8.3%-20.7%
Q3 2017-20.1%-21.4%-12.2%
Q2 2017+2.6%+2.3%+3.5%
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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