NYSE$RNGR

Ranger Energy Services Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Ranger Energy Services reported an increase in revenue and net income compared to the previous quarter, driven by strong performance in high-specification rigs and ancillary services.

Ranger Energy Services announced its Q3 2024 results, featuring revenue of $153.0 million, a net income of $8.7 million, and adjusted EBITDA of $25.1 million. The company also highlighted its commitment to returning cash to shareholders, having repurchased 155,200 shares during the quarter.

  • Revenue increased by 11% compared to the second quarter of 2024, reaching $153.0 million.
  • Net income rose by 85% from the previous quarter to $8.7 million, or $0.39 per fully diluted share.
  • Adjusted EBITDA increased by 20% compared to the second quarter of 2024, reaching $25.1 million.
  • The company repurchased 155,200 shares during the quarter, demonstrating its commitment to returning cash to shareholders.

Headline financials

Total Revenue

$153M

Previous: $164M-6.9%
EPS

$0.39

Previous: $0.38+2.6%
Adjusted EBITDA

$25.1M

Previous: $24M+4.6%
Rig Hours

116.9K

No prior period
Hourly Rig Rates

$741.00

No prior period
Completed Stages

2.5K

No prior period
Capital Expenditures

-$28.7M

Previous: -$27.9M-2.9%
Free Cash Flow

-$20M

Previous: -$18.5M-8.1%
Net Income

$8.7M

Previous: $9.4M-7.4%
Operating Income

$12.9M

Previous: $11.7M+10.3%
Gross Profit

$31M

Previous: $29.6M+4.7%
Cash & Equivalents

$14.8M

Previous: $8.2M+80.5%
Total Assets

$374M

Previous: $394M-5.0%
Stock-Based Comp

$1.5M

Previous: $1.2M+25.0%

Revenue & EPS history

Ranger Energy Services · Revenue · Quarterly

$153M

Q3 2024-6.9%vs Q3 2023
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Revenue by segment

Ranger Energy Services · $164M total across 3 segments · Q3 2023

  • High Specification Rigs
    $79.2M-0.6%
  • Wireline Services
    $53.2M-12.2%
  • Processing Solutions
    $32M-12.8%

Forward guidance

Looking ahead to the fourth quarter, Ranger anticipates typical seasonality and holiday impacts, but early indications for 2025 are positive. The company expects year-over-year growth in High Specification Rigs, continued stabilization in Wireline, and further contributions from Ancillary Services.

Tailwinds

  • Anticipate year-over-year growth in High Specification Rigs.
  • Expect continued stabilization in Wireline as the pivot to production services matures.
  • Anticipate further contributions from Ancillary Services.
  • Ability to continue executing at a high level in a challenging environment.
  • Maintain zero net debt.

Headwinds

  • Typical seasonality impacts are expected to occur in the fourth quarter.
  • Holiday impacts are expected to occur in the fourth quarter.
  • Challenging environment.
  • Reduced activity in the wireline completions service line.
  • Heavy capital expenditures during 2024.

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 Q3 2024

Historical avgQ3 2024

-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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