The earnings call reflects a strong performance in offshore and international markets, bolstered by strategic growth and robust backlog. However, significant challenges in U.S. land-based activities and associated costs offset some positive outcomes. Overall, the company demonstrates resilience and strategic adaptation to market conditions.

Company Guidance -

Q3 2025

During the Oil States' Second Quarter 2025 Earnings Call, the company provided guidance for the remainder of the year, emphasizing its strategic focus on offshore and international markets. The company reported a revenue mix where 72% was generated from offshore and international projects, a significant increase compared to previous periods. For the full year, Oil States maintained its EBITDA guidance between $88 million to $93 million and updated its revenue guidance to a range of $685 million to $700 million due to the streamlining of U.S. land operations. The company anticipates third-quarter revenues of $165 million to $170 million and EBITDA of $21 million to $23 million. Oil States highlighted strong backlog growth, with a current backlog of $363 million, and noted a robust book-to-bill ratio of 1.1x for the quarter. The company achieved a 61% sequential increase in cash flow from operations and generated $8 million in free cash flow, which was used to repurchase $7 million of common stock and $15 million of convertible senior notes. Looking forward, Oil States expressed confidence in its offshore project execution and anticipated continued strength in future bookings, positioning the company well for incremental revenue and earnings growth over the balance of 2025.

Strong Offshore and International Performance

72% of consolidated revenues were generated from offshore and international projects, reflecting strategic growth. Offshore/Manufactured Products segment delivered strong performance with a 15% sequential revenue increase and an 18% rise in adjusted segment EBITDA. Backlog increased to $363 million, highest since September 2015.

Positive Cash Flow and Deleveraging

Cash flow from operations grew by 61% sequentially, and the company generated $8 million in free cash flow. Used $7 million to repurchase common stock and $15 million to repurchase convertible senior notes, approaching net debt zero.

Meritorious Engineering Award

Received the 2025 Meritorious Engineering Award from Hart Energy for a low-impact workover package, enhancing subsea plug and abandonment operations.

Improved Financial Guidance and Strong Bookings

Maintained full-year EBITDA guidance of $88 million to $93 million. Strong projected cash flow from operations expected between $65 million to $75 million. Book-to-bill ratio north of 1 for the year, indicating continued strong bookings.

Oil States International (OIS) 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 >

OIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.10 / -	0.04	―	―	―
Jul 31, 2025	2025 (Q2)	0.09 / 0.09	0.07	28.57% (+0.02)	―
May 01, 2025	2025 (Q1)	0.04 / 0.06	-0.022	372.73% (+0.08)	―
Feb 21, 2025	2024 (Q4)	0.07 / 0.09	0.09	0.00% (0.00)	―
Oct 30, 2024	2024 (Q3)	0.07 / 0.04	0.07	-42.86% (-0.03)	―
Jul 29, 2024	2024 (Q2)	0.04 / 0.07	0.01	600.00% (+0.06)	―
Apr 26, 2024	2024 (Q1)	>-0.01 / -0.02	0.03	-173.33% (-0.05)	―
Feb 20, 2024	2023 (Q4)	0.09 / 0.09	0.05	80.00% (+0.04)	―
Oct 27, 2023	2023 (Q3)	0.04 / 0.07	0.03	133.33% (+0.04)	―
Jul 27, 2023	2023 (Q2)	0.06 / 0.01	-0.072	113.89% (+0.08)	―

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

OIS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$5.63	$4.99	-11.37%
May 01, 2025	$3.51	$4.32	+23.08%
Feb 21, 2025	$5.37	$4.74	-11.73%
Oct 30, 2024	$4.18	$4.64	+11.00%

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 Oil States International (OIS) report earnings?

Oil States International (OIS) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Oil States International (OIS) earnings time?

Oil States International (OIS) earnings time is at Oct 29, 2025, Before Open (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 OIS EPS forecast?

OIS EPS forecast for the fiscal quarter 2025 (Q3) is 0.11.

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