The earnings call highlighted significant achievements, particularly the positive impact of the Parker Wellbore acquisition and international market growth. However, challenges in the U.S. oil-focused drilling markets and operational difficulties in Mexico and Saudi Arabia indicate areas of concern. Despite these challenges, the overall outlook is supported by stable natural gas markets and effective cash flow management.

Company Guidance -

Q3 2025

During the Nabors Industries second quarter 2025 earnings call, the company reported an adjusted EBITDA of $248 million, which included contributions from the Parker Wellbore acquisition and new rig deployments in the Middle East. The U.S. Drilling segment saw a revenue increase to $255 million, driven by the Parker acquisition and improved activity, while the International Drilling segment generated $385 million in revenue. Nabors' average Lower 48 rig count rose from 61 to 62.4, with a noted shift towards gas-focused drilling programs. The company's Drilling Solutions segment recorded a gross profit margin of 53%, and the SANAD joint venture in Saudi Arabia increased its rig count by four, with plans for additional newbuilds. Nabors emphasized the importance of debt reduction, having repurchased $14 million in notes, and projected generating free cash flow for 2025. The company also announced a reduction in 2025 capital expenditures to $700-$710 million, with a focus on achieving $40 million in cost synergies from the Parker acquisition by year-end.

Strong Performance from Parker Acquisition

The Parker Wellbore acquisition contributed meaningfully to both revenue and EBITDA, exceeding expectations. The full quarter impact added $71 million in revenue to Drilling Solutions, with Parker operations contributing $36.3 million to EBITDA.

International Market Expansion

Significant growth opportunities in international markets with a focus on Saudi Arabia and Middle East regions. SANAD joint venture added new rigs, and awards for additional new builds have been secured, positioning for long-term growth.

Stable Natural Gas Market in U.S.

Increased rig count in gas basins, reflecting a recovery in gas-related drilling. U.S. Lower 48 rig count increased by nearly 2 rigs, despite pressure in oil-focused basins.

Improved Free Cash Flow and Debt Management

Adjusted free cash flow totaled $41 million in Q2, with expectations of further growth in the upcoming quarters, supporting debt reduction initiatives.

Technological Advancements in Drilling Solutions

Drilling Solutions segment delivered strong EBITDA with a gross margin of 53%, reflecting the growing demand for advanced technology globally.

Nabors Industries (NBR) 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 >

NBR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	-1.42 / -	-6.859	―	―	―
Jul 29, 2025	2025 (Q2)	-0.85 / -2.71	-4.294	36.89% (+1.58)
Apr 29, 2025	2025 (Q1)	-2.92 / 2.18	-3.92	155.61% (+6.10)
Feb 12, 2025	2024 (Q4)	-1.60 / -6.67	-1.56	-327.56% (-5.11)
Oct 22, 2024	2024 (Q3)	-2.01 / -6.86	-7.12	3.67% (+0.26)
Jul 23, 2024	2024 (Q2)	-2.83 / -4.29	-2.26	-90.00% (-2.03)
Apr 24, 2024	2024 (Q1)	-1.61 / -3.92	-1.43	-174.13% (-2.49)
Feb 06, 2024	2023 (Q4)	-1.15 / -1.56	-7.87	80.18% (+6.31)
Oct 25, 2023	2023 (Q3)	-0.39 / -7.12	-1.8	-295.56% (-5.32)
Jul 25, 2023	2023 (Q2)	1.60 / -2.26	-9.41	75.98% (+7.15)

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

NBR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$33.45	$34.19	+2.21%
Apr 29, 2025	$28.86	$26.84	-7.00%
Feb 12, 2025	$53.49	$49.69	-7.10%
Oct 22, 2024	$71.42	$70.17	-1.75%

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 Nabors Industries (NBR) report earnings?

Nabors Industries (NBR) is schdueled to report earning on Oct 28, 2025, After Close (Confirmed).

What is Nabors Industries (NBR) earnings time?

Nabors Industries (NBR) earnings time is at Oct 28, 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 NBR EPS forecast?

NBR EPS forecast for the fiscal quarter 2025 (Q3) is -1.42.

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