The earnings call presented a strong performance in terms of revenue growth and market share gains, particularly in the U.S. and Canadian markets. However, the company faced margin pressures due to tariff uncertainties and staffing challenges. Despite these challenges, the overall sentiment leans positive due to the record-breaking revenue and strategic growth initiatives.

Company Guidance

During the CES Energy Solutions Second Quarter 2025 Results Conference Call, the company reported several key metrics and offered guidance for the remainder of the year. The quarterly revenue reached $574 million, marking a 3.5% increase from Q2 2024, with the U.S. contributing a record $405.6 million and Canada $168.4 million. The EBITDA for the quarter was $88.3 million, representing a 15.4% margin, while the total debt to trailing 12 months EBITDA stood at 1.25x. CES also highlighted a strong North American market share of over 28.2% in the land rig sector, with a record market share of 37.5% in the Permian Basin. The company completed its goal of repurchasing 19.2 million shares under the prior NCIB and renewed this for 18.9 million shares for 2025-2026. Capital allocation plans include an anticipated CapEx of $80 million for 2025 and continued strategic acquisitions. Despite challenges such as tariffs and staffing costs, CES remains optimistic about growth prospects in 2025 and 2026, driven by infrastructure projects and increased natural gas demand.

Record-Breaking Revenue

Quarterly revenue reached $574 million, a 3.5% increase over Q2 of 2024, with U.S. revenue setting an all-time record of $405.6 million and Canadian revenue hitting a Q2 record of $168.4 million.

Strong Market Share and Growth

CES achieved an industry-leading North American market share of over 28.2% and a #1 market share of 25% in the U.S. land rigs. The Canadian Drilling Fluids division also led the WCSB with a 37.8% market share.

Successful Share Repurchase Program

CES completed the repurchase of 19.2 million shares under the NCIB, and renewed the program for another 18.9 million shares for 2025-2026.

Growth in PureChem and Jacam Catalyst Divisions

PureChem and Jacam Catalyst continued to show impressive growth, with PureChem contributing significantly to Canadian revenue and Jacam Catalyst focusing on market penetration in the U.S.

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 / 0.14	0.109	33.33% (+0.04)
Aug 08, 2024	2024 (Q2)	0.12 / 0.14	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 / 0.14	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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