Oil States International Reports Strong Q4 Earnings Beat
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy OIS?
Source: Benzinga
Oil States International shares surged by 7.90% as the company reached a 52-week high following its Q4 earnings report.
The company reported Q4 earnings of $0.13 per share, exceeding the analyst consensus estimate of $0.10, which indicates strong profitability and boosts market confidence in future growth. However, sales of $178.464 million fell short of the $180.158 million consensus estimate, suggesting challenges in revenue growth. Analysts from Susquehanna and Stifel raised their price targets, reflecting optimistic expectations for the company's future performance.
This earnings beat, despite the sales miss, demonstrates the company's ability to generate investor interest and confidence, potentially leading to further stock price appreciation.
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Analyst Views on OIS
Wall Street analysts forecast OIS stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 8.660
Low
8.00
Averages
9.00
High
10.00
Current: 8.660
Low
8.00
Averages
9.00
High
10.00
About OIS
Oil States International, Inc. is a global provider of manufactured products and services to customers in the energy, industrial and military sectors. The Company's manufactured products include highly engineered capital equipment and consumable products. Its segments include Offshore Manufactured Products, Completion and Production Services, and Downhole Technologies. The Offshore Manufactured Products segment designs, manufactures and markets capital equipment utilized on floating production systems, subsea pipeline infrastructure, and offshore drilling rigs and vessels, along with short-cycle and other products. The Completion and Production Services segment includes a range of equipment and services used to establish and maintain the flow of oil and natural gas from a well throughout its life cycle. The Downhole Technologies segment provides oil and gas perforation systems and downhole tools in support of completion, intervention, wireline and well abandonment operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Oil States International Q1 2026 Earnings Call Insights
- Revenue and EBITDA Performance: Oil States International reported revenues of $145 million and adjusted EBITDA of $17 million for Q1 2026, reflecting a sequential decline due to seasonal factors and Middle East-related delays, highlighting market uncertainty.
- International Project Contribution: Approximately 72% of Q1 revenues and 74% of revenues over the last 12 months were derived from offshore and international projects, up from 66% in Q1 2025, indicating a strengthening strategic position in global markets.
- Backlog and Financial Health: The company’s backlog remains near a decade-high at $430 million, with a quarterly book-to-bill ratio of 0.9, suggesting future growth potential, while Q1 cash flow performance was normal, ending with $59 million in cash.
- Outlook and Risks: Although the guidance for Q2 revenue is set between $157 million and $162 million, the ongoing uncertainty from the Middle East conflict prevents the company from adjusting its full-year guidance, emphasizing the potential impact of market conditions on future growth.
See More
Oil States International Q1 Earnings Analysis
- Earnings Overview: Oil States International reported a Q1 non-GAAP EPS of $0.09, aligning with expectations, indicating stability in profitability despite market challenges.
- Revenue Decline: The company generated $145 million in revenue for the quarter, reflecting a 9.3% year-over-year decrease, missing estimates by $8.79 million, which highlights ongoing market demand weaknesses.
- Net Income Performance: Net income stood at $1 million, translating to $0.02 per share, while adjusted net income reached $5 million after excluding restructuring and asset impairment charges, showcasing efforts in cost control.
- Financial Health Status: At the end of the quarter, cash on hand exceeded outstanding debt by $4 million, indicating robust liquidity management that enhances the company's ability to navigate market fluctuations.
See More
Oil States International Set to Announce Q1 Earnings on May 5th
- Earnings Announcement: Oil States International is scheduled to release its Q1 2023 earnings on May 5th before market open, with a consensus EPS estimate of $0.09, reflecting a significant 50% year-over-year increase in profitability.
- Revenue Expectations: Despite the optimistic EPS forecast, the revenue estimate stands at $153.79 million, indicating a 3.8% year-over-year decline, which raises concerns about the company's sales growth and could impact investor confidence.
- Historical Performance: Over the past two years, Oil States has beaten EPS estimates 75% of the time and revenue estimates 38% of the time, demonstrating stability in profitability, yet the volatility in revenue growth remains a point of concern.
- Estimate Revisions: In the last three months, EPS estimates have seen three upward revisions with no downward adjustments, indicating analyst optimism about the company's earnings outlook, while revenue estimates have experienced four downward revisions, reflecting market caution regarding sales growth.
See More
Oil States International Schedules Q1 2026 Earnings Call
- Earnings Call Announcement: Oil States International has scheduled its Q1 2026 earnings conference call for May 5, 2026, at 9:00 a.m. CDT, where it will discuss results for the quarter ending March 31, 2026, indicating the company's commitment to transparency and investor communication.
- Participation Details: Investors can join the call by dialing 1 (585) 542-9983 in the U.S. or +1 (833) 461-5787 internationally, using passcode 196865172, ensuring convenient access for global investors and reflecting the company's focus on shareholder engagement.
- Webcast Availability: The call will be webcast on Oil States' website, allowing investors to access real-time updates, which enhances interaction and information sharing between the company and its investors.
- Replay Accessibility: A replay of the call will be available approximately two hours after its conclusion, providing an opportunity for those unable to attend live to catch up on the discussion, demonstrating the company's sensitivity to investor needs and service orientation.
See More
Oil States International RSI Analysis Indicates Potential Buy Opportunity
- Low RSI Indicator: Oil States International's relative strength index (RSI) stands at 29.0, significantly below the energy sector average of 47.4, indicating that the recent heavy selling may be nearing exhaustion, prompting investors to look for buying opportunities.
- Price Range Analysis: With a 52-week low of $3.3344 and a high of $14.47, the current trading price of $9.95 suggests substantial rebound potential, which may attract investors seeking to capitalize on undervalued shares.
- Market Performance Review: Although OIS shares are down approximately 2.4% today, the low RSI value may indicate that selling pressure is diminishing, making this an opportune moment for investors to consider entering the market for potential future gains.
- Industry Comparison: Compared to WTI crude oil's RSI of 48.2 and Henry Hub natural gas's RSI of 42.7, OIS's low RSI could attract investors looking for undervalued assets, thereby enhancing its market appeal.
See More
Oil States International CEO Cindy Taylor to Retire, Lloyd Hajdik Named Successor
- Executive Transition: Oil States International announced that current President and CEO Cindy Taylor plans to retire on May 1, with the board appointing current Executive VP and CFO Lloyd Hajdik as the new President and CEO, marking a significant leadership change for the company.
- Leadership Experience: Hajdik has been with Oil States since 2013, serving as CFO and Treasurer, and previously held the CFO position at GR Energy Services, along with various financial management roles at Helix Energy Solutions, providing him with extensive industry experience.
- Taylor's Contributions: Taylor joined Oil States in 2000, holding key positions including CFO and Treasurer, and was appointed President and CEO in 2007, playing a crucial role in the company's IPO and enhancing its market position.
- Financial Leadership Adjustment: The company also announced the promotion of Matthew Autenriet to Executive VP, CFO, and Treasurer, who has excelled in various financial roles since joining in 2007, most recently as VP of Finance and Assistant Treasurer, ensuring continuity in financial management.
See More
Oil States International Q1 2026 Earnings Call Insights
- Revenue and EBITDA Performance: Oil States International reported revenues of $145 million and adjusted EBITDA of $17 million for Q1 2026, reflecting a sequential decline due to seasonal factors and Middle East-related delays, highlighting market uncertainty.
- International Project Contribution: Approximately 72% of Q1 revenues and 74% of revenues over the last 12 months were derived from offshore and international projects, up from 66% in Q1 2025, indicating a strengthening strategic position in global markets.
- Backlog and Financial Health: The company’s backlog remains near a decade-high at $430 million, with a quarterly book-to-bill ratio of 0.9, suggesting future growth potential, while Q1 cash flow performance was normal, ending with $59 million in cash.
- Outlook and Risks: Although the guidance for Q2 revenue is set between $157 million and $162 million, the ongoing uncertainty from the Middle East conflict prevents the company from adjusting its full-year guidance, emphasizing the potential impact of market conditions on future growth.
See More
Oil States International Q1 Earnings Analysis
- Earnings Overview: Oil States International reported a Q1 non-GAAP EPS of $0.09, aligning with expectations, indicating stability in profitability despite market challenges.
- Revenue Decline: The company generated $145 million in revenue for the quarter, reflecting a 9.3% year-over-year decrease, missing estimates by $8.79 million, which highlights ongoing market demand weaknesses.
- Net Income Performance: Net income stood at $1 million, translating to $0.02 per share, while adjusted net income reached $5 million after excluding restructuring and asset impairment charges, showcasing efforts in cost control.
- Financial Health Status: At the end of the quarter, cash on hand exceeded outstanding debt by $4 million, indicating robust liquidity management that enhances the company's ability to navigate market fluctuations.
See More
Oil States International Set to Announce Q1 Earnings on May 5th
- Earnings Announcement: Oil States International is scheduled to release its Q1 2023 earnings on May 5th before market open, with a consensus EPS estimate of $0.09, reflecting a significant 50% year-over-year increase in profitability.
- Revenue Expectations: Despite the optimistic EPS forecast, the revenue estimate stands at $153.79 million, indicating a 3.8% year-over-year decline, which raises concerns about the company's sales growth and could impact investor confidence.
- Historical Performance: Over the past two years, Oil States has beaten EPS estimates 75% of the time and revenue estimates 38% of the time, demonstrating stability in profitability, yet the volatility in revenue growth remains a point of concern.
- Estimate Revisions: In the last three months, EPS estimates have seen three upward revisions with no downward adjustments, indicating analyst optimism about the company's earnings outlook, while revenue estimates have experienced four downward revisions, reflecting market caution regarding sales growth.
See More
Oil States International Schedules Q1 2026 Earnings Call
- Earnings Call Announcement: Oil States International has scheduled its Q1 2026 earnings conference call for May 5, 2026, at 9:00 a.m. CDT, where it will discuss results for the quarter ending March 31, 2026, indicating the company's commitment to transparency and investor communication.
- Participation Details: Investors can join the call by dialing 1 (585) 542-9983 in the U.S. or +1 (833) 461-5787 internationally, using passcode 196865172, ensuring convenient access for global investors and reflecting the company's focus on shareholder engagement.
- Webcast Availability: The call will be webcast on Oil States' website, allowing investors to access real-time updates, which enhances interaction and information sharing between the company and its investors.
- Replay Accessibility: A replay of the call will be available approximately two hours after its conclusion, providing an opportunity for those unable to attend live to catch up on the discussion, demonstrating the company's sensitivity to investor needs and service orientation.
See More
Oil States International RSI Analysis Indicates Potential Buy Opportunity
- Low RSI Indicator: Oil States International's relative strength index (RSI) stands at 29.0, significantly below the energy sector average of 47.4, indicating that the recent heavy selling may be nearing exhaustion, prompting investors to look for buying opportunities.
- Price Range Analysis: With a 52-week low of $3.3344 and a high of $14.47, the current trading price of $9.95 suggests substantial rebound potential, which may attract investors seeking to capitalize on undervalued shares.
- Market Performance Review: Although OIS shares are down approximately 2.4% today, the low RSI value may indicate that selling pressure is diminishing, making this an opportune moment for investors to consider entering the market for potential future gains.
- Industry Comparison: Compared to WTI crude oil's RSI of 48.2 and Henry Hub natural gas's RSI of 42.7, OIS's low RSI could attract investors looking for undervalued assets, thereby enhancing its market appeal.
See More
Oil States International CEO Cindy Taylor to Retire, Lloyd Hajdik Named Successor
- Executive Transition: Oil States International announced that current President and CEO Cindy Taylor plans to retire on May 1, with the board appointing current Executive VP and CFO Lloyd Hajdik as the new President and CEO, marking a significant leadership change for the company.
- Leadership Experience: Hajdik has been with Oil States since 2013, serving as CFO and Treasurer, and previously held the CFO position at GR Energy Services, along with various financial management roles at Helix Energy Solutions, providing him with extensive industry experience.
- Taylor's Contributions: Taylor joined Oil States in 2000, holding key positions including CFO and Treasurer, and was appointed President and CEO in 2007, playing a crucial role in the company's IPO and enhancing its market position.
- Financial Leadership Adjustment: The company also announced the promotion of Matthew Autenriet to Executive VP, CFO, and Treasurer, who has excelled in various financial roles since joining in 2007, most recently as VP of Finance and Assistant Treasurer, ensuring continuity in financial management.
See More
