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National Energy Services Reunited Corp

NESR Energy Oilfield Services/Equipment
$19.61
▼ -7.0% Today
as of Oct 22, 16:50 ET
Last 30 days -40.10% Sep 14 → Oct 22
$17.58 $21.75 $25.91 $30.07 $34.24 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$21.27
High
$21.46
Low
$19.23
Volume
$5M
Avg Vol
$2M
Mkt Cap
$2.5B
P/E (TTM)
22.84
Beta
—
52w High
$36.94
52w Low
$11.60
Div Yield
—
Shares Out
$101M

Recent Press Releases & News last 60 days · 25 items

Oct 15 · 20:16 Simply Wall St.
National Energy Services Reunited (NESR) Is Down 17.1% After Winning Aramco’s First Lithium Project – Has The Bull Case Changed?
Oct 12 · 15:43 Zacks
NESR Expands Into Lithium Extraction With New Saudi Aramco Deal
Oct 8 · 17:13 Simply Wall St.
National Energy Services Reunited (NESR) Lands Aramco Lithium Deal But Is The Stock A Bargain
▸ Show all 25 press releases & news Free account →

NESR earnings at a glance

The options market is pricing a move of about ±9.1% after the report, a range of roughly $17.82 to $21.40 from today's $19.61. Over its last 2 reports the stock rose the next day 1 time and fell 1, moving ±7.8% on average; after the most recent report on May 11, 2026 it moved +10.1%. That means options currently expect more movement than NESR has typically delivered. NESR beat the consensus EPS estimate in 3 of its last 4 reported quarters. Implied volatility is currently 77%. The share price of $19.61 sits in the middle of its 52-week range.

More Energy stocks · All stocks · Earnings calendar

Overview

52-week range
$12
$37
32% of range
Avg surprise (last 4)
+2.8%
Avg reaction (last 2)
+2.3%
50% positive
Latest IV / EM
77%
EM ±9.1% · $23 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.11$0.19$0.27$0.35$0.43 Actual $0.11Actual $0.14Est $0.20Actual $0.21Est $0.19Actual $0.16Est $0.15Actual $0.26Est $0.21Actual $0.43 MarMar/2025Jun/2025Sep/2025Mar/2026Jun
Revenue vs Net Income Revenue Net income
$-31,052$137M$273M$410M$547M Sep 17Mar 25Jun 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Tue Jun 30, 2026Jun 2026 $0.43 — — — — financials
Mon May 11, 2026Mar/2026 $0.26 $0.21 +23.8% +85.7% +10.1% earnings
Thu Nov 13, 2025Sep/2025 $0.16 $0.15 +6.7% — — earnings
Wed Aug 20, 2025Jun/2025 $0.21 $0.19 +10.5% — — earnings
Tue Jun 3, 2025Mar/2025 $0.14 $0.20 -30.0% — -5.5% earnings
Mon Mar 31, 2025Mar 2025 $0.11 — — — — financials

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Jun 2025Mar 2025Mar 2018Dec 2017Sep 2017
Revenue$521M$405M—$327M$303M———
Cost of revenue$439M$353M—$283M$266M———
Gross profit$81M$52M—$44M$37M———
Operating income$65M$36M—$27M$21M$-3M—$-473,874
Net income$44M$24M—$15M$10M——$-31,052
EPS (diluted)$0.43$0.23—$0.16$0.11———

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Jun 2025Mar 2025Mar 2018Dec 2017Sep 2017
Cash & equivalents$175M$93M$125M——$120,476$741,096$1M
Inventory$126M$96M$95M—————
Total current assets$815M$690M$630M——$272,264$868,516$1M
Total assets$2.10B$1.92B$1.85B——$232M$231M$231M
Long-term debt$160M$176M$191M—————
Total liabilities$1.06B$929M$884M——$14M—$9M
Total equity$1.04B$995M$968M$937M$920M——$58M

Implied volatility — last 90 days

39%125%211%297%383% Jun 07 — IV 66% · EM ±9.2%Jun 08 — IV 56% · EM ±7.5%Jun 09 — IV 73% · EM ±9.1%Jun 10 — IV 115% · EM ±13.6%Jun 12 — IV 119% · EM ±12.2%Jun 15 — IV 188% · EM ±13.6%Jun 16 — IV 229% · EM ±13.5%Jun 19 — IV 59% · EM ±12.9%Jun 22 — IV 55% · EM ±11.5%Jun 23 — IV 68% · EM ±13.9%Jun 24 — IV 63% · EM ±12.6%Jun 25 — IV 101% · EM ±19.7%Jun 26 — IV 59% · EM ±11.3%Jun 29 — IV 54% · EM ±9.6%Jun 30 — IV 54% · EM ±9.3%Jul 01 — IV 61% · EM ±10.1%Jul 02 — IV 71% · EM ±11.5%Jul 03 — IV 73% · EM ±11.5%Jul 06 — IV 125% · EM ±17.4%Jul 07 — IV 139% · EM ±18.3%Jul 08 — IV 159% · EM ±19.9%Jul 09 — IV 87% · EM ±10.2%Jul 10 — IV 74% · EM ±8.1%Jul 13 — IV 177% · EM ±14.8%Jul 14 — IV 70% · EM ±5.0%Jul 15 — IV 190% · EM ±11.2%Jul 16 — IV 249% · EM ±10.4%Jul 20 — IV 81% · EM ±19.2%Jul 21 — IV 72% · EM ±16.7%Jul 22 — IV 66% · EM ±15.0%Jul 23 — IV 97% · EM ±21.9%Jul 24 — IV 66% · EM ±14.6%Jul 27 — IV 75% · EM ±15.7%Jul 28 — IV 85% · EM ±17.3%Jul 29 — IV 66% · EM ±13.2%Jul 30 — IV 73% · EM ±14.4%Jul 31 — IV 71% · EM ±13.6%Aug 03 — IV 80% · EM ±14.2%Aug 04 — IV 78% · EM ±13.5%Aug 05 — IV 73% · EM ±12.3%Aug 06 — IV 73% · EM ±11.8%Aug 07 — IV 68% · EM ±10.7%Aug 10 — IV 54% · EM ±7.5%Aug 11 — IV 54% · EM ±7.1%Aug 12 — IV 44% · EM ±5.6%Aug 13 — IV 58% · EM ±6.9%Aug 14 — IV 50% · EM ±5.5%Aug 17 — IV 84% · EM ±7.0%Aug 18 — IV 109% · EM ±7.9%Aug 19 — IV 82% · EM ±4.9%Aug 20 — IV 316% · EM ±13.2%Aug 24 — IV 54% · EM ±11.4%Aug 25 — IV 62% · EM ±12.7%Aug 26 — IV 57% · EM ±11.4%Aug 27 — IV 55% · EM ±10.8%Aug 28 — IV 48% · EM ±9.1%Aug 31 — IV 61% · EM ±10.8%Sep 01 — IV 54% · EM ±9.3%Sep 02 — IV 53% · EM ±8.9%Sep 03 — IV 40% · EM ±6.4%Sep 04 — IV 45% · EM ±7.0%Sep 07 — IV 50% · EM ±6.9%Sep 08 — IV 46% · EM ±6.0%Sep 09 — IV 53% · EM ±6.6%Sep 10 — IV 63% · EM ±7.5%Sep 11 — IV 56% · EM ±6.2%Sep 14 — IV 103% · EM ±8.6%Sep 15 — IV 108% · EM ±7.8%Sep 16 — IV 105% · EM ±6.2%Sep 17 — IV 383% · EM ±16.0%Sep 21 — IV 53% · EM ±11.0%Sep 22 — IV 58% · EM ±11.9%Sep 23 — IV 58% · EM ±11.7%Sep 24 — IV 54% · EM ±10.5%Sep 25 — IV 64% · EM ±12.2%Sep 28 — IV 72% · EM ±12.7%Sep 29 — IV 72% · EM ±12.5%Sep 30 — IV 50% · EM ±8.4%Oct 01 — IV 53% · EM ±8.5%Oct 02 — IV 52% · EM ±8.2%Oct 05 — IV 58% · EM ±8.0%Oct 06 — IV 71% · EM ±9.4%Oct 07 — IV 78% · EM ±9.7%Oct 08 — IV 77% · EM ±9.1%

Sector peers

WTTR
Select Water Solutions, Inc.
$2.7B $17.54-6.5%
XPRO
Expro Ltd
$1.8B $15.66-4.3%
WBI
WaterBridge Infrastructure LLC
$3.6B $28.33-2.7%
HLX
Helix Energy Solutions Group, Inc.
$1.4B $10.60+2.9%
RES
RPC, Inc.
$1.3B $6.02-3.8%
PUMP
ProPetro Holding Corp.
$1.1B $7.22-5.4%

NESR earnings FAQ

What is NESR's expected move for earnings?

Options currently price a move of about ±9.1%, or $1.79 per share either way from $19.61.

How does NESR stock usually react to earnings?

Across the last 2 reports the average next-day move was ±7.8%, up 1 times and down 1 times.

What is NESR's implied volatility?

NESR's at-the-money implied volatility is about 77% based on the latest options snapshot.

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