The earnings call highlighted strong performance in offshore and international markets, growth in the Offshore/Manufactured Products segment, and effective cash flow and deleveraging strategies. However, these were tempered by significant declines in U.S. land activity and strategic exits from certain market segments. Overall, the company appears to be navigating challenges effectively with a focus on growth areas.

Company Guidance -

Q3 2025

During Oil States' Second Quarter 2025 Earnings Call, the company provided comprehensive guidance emphasizing their strategic focus on offshore and international projects, which accounted for 72% of consolidated revenues. The company achieved the midpoint of their guided EBITDA range for the quarter, with revenues totaling $165 million and adjusted consolidated EBITDA at $21 million. The Offshore/Manufactured Products segment notably increased revenues by 15% sequentially, with adjusted segment EBITDA rising 18% and a book-to-bill ratio of 1.1x. Oil States maintained their full-year EBITDA guidance between $88 million to $93 million, but adjusted revenue guidance to $685 million to $700 million due to streamlining U.S. land operations. The company expects third-quarter revenues of $165 million to $170 million and EBITDA of $21 million to $23 million. The earnings call also highlighted a strong cash flow from operations, projected to be $65 million to $75 million for the full year, and ongoing deleveraging efforts.

Strong Offshore and International Performance

72% of consolidated revenues were generated from offshore and international projects, showing significant sequential and year-over-year growth. This shift reflects strategic growth in international project-driven revenues.

Offshore/Manufactured Products Segment Growth

This segment delivered strong performance with revenues increasing 15% sequentially and adjusted segment EBITDA rising 18%. Backlog increased to $363 million, the highest since September 2015, with a quarterly book-to-bill ratio of 1.1x and a year-to-date ratio of 1.2x.

Cash Flow and Deleveraging Efforts

Cash flow from operations grew 61% sequentially, generating $8 million of free cash flow. The company repurchased $7 million of common stock and $15 million of convertible senior notes, approaching net debt 0.

Capital Investments and Technological Advancements

Elevated capital expenditures due to construction of a new manufacturing facility in Batam, Indonesia, and manufacture of low-impact workover equipment. Received a 2025 Meritorious Engineering Award for a low-impact workover package.

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 0.1.

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