The earnings call highlighted significant achievements in revenue growth and market share leadership, along with strategic acquisitions and financial stability. However, CES faced challenges with margin pressures due to tariffs and staffing, as well as external factors like wildfires and lower rig counts. Despite these challenges, the company remains optimistic about future growth and market opportunities.

Company Guidance -

Q3 2025

In the CES Energy Solutions Second Quarter 2025 Results Conference Call, the company reported notable financial metrics and strategic plans. Q2 2025 revenue reached $574 million, marking a 3.5% increase from Q2 2024, with a quarterly EBITDA of $88.3 million at a 15.4% margin. CES achieved record revenues in both the U.S. ($405.6 million) and Canada ($168.4 million). Their total debt to trailing 12 months EBITDA was 1.25x, aligning with their target range of 1x to 1.5x. The company completed repurchasing 19.2 million shares under its NCIB and renewed it for up to 18.9 million shares for 2025-2026. CES plans a CapEx of $80 million for 2025 and continues to seek strategic acquisition opportunities. The call highlighted a strong North American market share, with CES servicing 198 of the 702 rigs, translating to a 28.2% market share, and a particularly strong presence in the Permian Basin with a 37.5% share. The company remains optimistic for 2025 and 2026, citing infrastructure projects and natural gas demand as growth drivers, while also focusing on restructuring supply chains to mitigate tariff risks.

Record-Breaking Revenue and Growth

CES Energy Solutions achieved a quarterly revenue of $574 million, a 3.5% increase from Q2 2024, with the U.S. revenue reaching an all-time high of $405.6 million and Canadian revenue setting a new Q2 record at $168.4 million.

Market Share Leadership

CES achieved an industry-leading North American market share of over 28.2%, with a significant presence in the U.S. land rigs market at 25% and a 37.8% market share in the Canadian Drilling Fluids division.

Strong Financial Management and Capital Allocation

CES maintained a total debt to trailing 12 months EBITDA ratio of 1.25x, right in the midpoint of the targeted range, and completed its goal of repurchasing 19.2 million shares under the NCIB, with a renewed plan to repurchase another 18.9 million shares.

Expansion and Strategic Acquisitions

The acquisition of Fossil Fluids in Oklahoma added new customer relationships and market penetration in the Cherokee Shale, aligning with strong trends in the natural gas environment.

Resilience and Optimism for Future Growth

Despite market uncertainties, CES is optimistic about future growth prospects, particularly with potential RFP opportunities and the completion and start-up of infrastructure projects in Canada.

CES Energy Solutions (CESDF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CESDF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.16 / -	0.145	―	―	―
Aug 07, 2025	2025 (Q2)	0.13 / 0.17	0.145	15.00% (+0.02)
May 08, 2025	2025 (Q1)	0.17 / 0.14	0.167	-17.39% (-0.03)	―
Mar 06, 2025	2024 (Q4)	0.16 / 0.13	0.145	-10.00% (-0.01)
Nov 06, 2024	2024 (Q3)	0.15 / 0.15	0.109	33.33% (+0.04)
Aug 08, 2024	2024 (Q2)	0.12 / 0.15	0.094	53.85% (+0.05)
May 08, 2024	2024 (Q1)	0.12 / 0.17	0.094	76.92% (+0.07)
Feb 29, 2024	2023 (Q4)	0.11 / 0.15	0.109	33.33% (+0.04)	―
Nov 09, 2023	2023 (Q3)	0.10 / 0.11	0.065	66.67% (+0.04)	―
Aug 10, 2023	2023 (Q2)	0.08 / 0.09	0.058	62.50% (+0.04)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CESDF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$5.32	$5.26	-1.13%
May 08, 2025	$4.41	$4.17	-5.44%
Mar 06, 2025	$4.94	$4.78	-3.24%
Nov 06, 2024	$6.00	$6.64	+10.67%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does CES Energy Solutions Corp (CESDF) report earnings?

CES Energy Solutions Corp (CESDF) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is CES Energy Solutions Corp (CESDF) earnings time?

CES Energy Solutions Corp (CESDF) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CESDF EPS forecast?

CESDF EPS forecast for the fiscal quarter 2025 (Q3) is 0.16.

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