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CES Energy Solutions ( (TSE:CEU) ) has shared an update.
CES Energy Solutions reported record fourth-quarter 2025 revenue of $664.5 million, up 10% year over year, and record annual revenue of $2.5 billion, driven by strong market share gains, higher service intensity, and contributions from recent acquisitions. Adjusted EBITDAC reached $113.2 million for the quarter and $404.6 million for the year, and the company generated solid free cash flow while maintaining conservative leverage of 1.23x.
The company returned $174.9 million to shareholders in 2025 through dividends and share repurchases, buying back 16.8 million shares, or about 7.5% of its float, and announced a 29% increase to its quarterly dividend to $0.055 per share. Management highlighted continued demand for its chemical solutions in both the U.S. and Canada, with drilling fluids market share rising to 25% in the U.S. and over 40% in Canada, reinforcing CES’s competitive position despite softer rig counts.
The most recent analyst rating on (TSE:CEU) stock is a Buy with a C$17.00 price target. To see the full list of analyst forecasts on CES Energy Solutions stock, see the TSE:CEU Stock Forecast page.
Spark’s Take on TSE:CEU Stock
According to Spark, TipRanks’ AI Analyst, TSE:CEU is a Outperform.
The score is driven primarily by strong revenue growth and solid profitability, tempered by weakening cash flow and cash conversion. Technicals are supportive with a strong longer-term uptrend and positive momentum signals, while valuation is reasonable. Positive corporate updates (record quarter, dividend, and financing actions to improve capital structure) add incremental support.
To see Spark’s full report on TSE:CEU stock, click here.
More about CES Energy Solutions
CES Energy Solutions is a North American provider of mission-critical chemical solutions to the oil and gas sector, specializing in drilling fluids and production chemicals for high service intensity operations. The company holds significant drilling fluids market share in both the U.S. and Canada, benefiting from increasingly complex drilling and production requirements.
Average Trading Volume: 761,282
Technical Sentiment Signal: Buy
Current Market Cap: C$3.59B
Find detailed analytics on CEU stock on TipRanks’ Stock Analysis page.