tiprankstipranks
RPC Inc (RES)
NYSE:RES
Want to see RES full AI Analyst Report?

RPC (RES) AI Stock Analysis

212 Followers

Top Page

RES

RPC

(NYSE:RES)

Select Model
Select Model
Select Model
Neutral 55 (OpenAI - 5.2)
Rating:55Neutral
Price Target:
$5.50
▲(0.55% Upside)
Action:Reiterated
Date:07/31/26
The score is primarily held back by weakened profitability/cash-flow efficiency and a clearly bearish price trend (trading below all key moving averages). These risks are partially offset by a strong balance sheet and a cautiously constructive earnings update highlighting sequential margin improvement and solid liquidity, though valuation remains demanding with a high P/E despite the dividend yield.
Positive Factors
Conservative balance sheet
RPC’s very low leverage and sizable equity base provide durable financial flexibility through oilfield cycles. A small absolute debt load and a $100M revolver (undrawn) reduce refinancing risk and support capital allocation choices, dividends, and selective growth investments over months.
Negative Factors
Compressed profitability
Margins have materially contracted from prior cycle levels, reflecting weaker pricing, mix shifts, or cost pressures. Persistently low margins reduce internal cash generation, limit reinvestment capacity, and make returns sensitive to modest activity declines over the coming months.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
RPC’s very low leverage and sizable equity base provide durable financial flexibility through oilfield cycles. A small absolute debt load and a $100M revolver (undrawn) reduce refinancing risk and support capital allocation choices, dividends, and selective growth investments over months.
Read all positive factors

RPC (RES) vs. SPDR S&P 500 ETF (SPY)

RPC Business Overview & Revenue Model

Company Description
RPC, Inc. and its subsidiaries serve as a diversified provider of essential oilfield services and equipment, supporting oil and gas companies throughout the exploration, production, and development lifecycle of their energy properties. The company...
How the Company Makes Money
RPC generates revenue primarily by providing oilfield services and renting/selling related equipment to customers operating oil and gas wells. Key revenue streams include (1) wellsite service fees from pressure control and related operations (e.g....

RPC Earnings Call Summary

Earnings Call Date:Jul 30, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 28, 2026
Earnings Call Sentiment Positive
The call highlighted meaningful margin and adjusted EBITDA improvement, several strong sequential gains in ThruTubing and pressure-control service lines, product/technology adoption (MetalMax, UnPlug) and a solid liquidity position. Offsetting these positives were a modest revenue increase, a sharp sequential decline in wireline (‑16%), limited free cash flow ($4M YTD after CapEx), higher SG&A and bad debt, and continued market uncertainty that constrains pricing and fleet reactivation plans. On balance, operational execution and margin expansion stand out versus the modest top-line growth and select service-line weaknesses.
Positive Updates
Sequential Revenue Growth
Total revenues increased 1% sequentially to $461 million, driven by Technical Services (95% of revenues) which was up 1% and Support Services (5% of revenues) which was up 11%.
Negative Updates
Wireline Revenue Decline
Pintail wireline revenues fell 16% sequentially, affected by customer activity reductions and lost crews due to aggressive competitor pricing, highlighting pressure in the wireline market.
Read all updates
Q2-2026 Updates
Negative
Sequential Revenue Growth
Total revenues increased 1% sequentially to $461 million, driven by Technical Services (95% of revenues) which was up 1% and Support Services (5% of revenues) which was up 11%.
Read all positive updates
Company Guidance
The company’s forward-looking guidance focused on capital allocation and liquidity: RPC raised its 2026 capital expenditure outlook to $170–$190 million (noting some spending may shift into 2027), expects a total of three 2 7/8‑inch-capable coiled‑tubing units by year‑end (two via reel‑trailer upgrades and one Trailblazer unit), has no plans to reactivate frac fleets at current levels, and will continue to adjust spending based on project returns; liquidity stood at approximately $180 million cash with $30 million of notes payable and no borrowings on a $100 million revolver that was amended and extended through June 2031. Year‑to‑date metrics cited to frame guidance included $75 million net cash from operations, $71 million year‑to‑date CapEx, $4 million free cash flow, and $17.7 million of dividend payments (regular cash dividend unchanged at $0.04 per share), while management signaled cautious near‑term activity expectations but potential 2027 tailwinds from easing gas takeaway constraints and more supportive E&P budgets.

RPC Financial Statement Overview

Summary
Mixed fundamentals: strong, low-leverage balance sheet (debt-to-equity ~0.07; sizable equity base) supports resilience, but operating performance has weakened with sharp margin compression (TTM net margin ~1.2%; EBIT margin ~3.0%) and softer cash conversion (TTM FCF ~$39M; FCF down ~12% and weaker efficiency vs prior years).
Income Statement
46
Neutral
Balance Sheet
78
Positive
Cash Flow
57
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.79B1.63B1.41B1.62B1.60B864.93M
Gross Profit254.77M232.49M378.35M527.96M513.65M201.67M
EBITDA215.32M220.77M221.91M362.01M365.07M78.09M
Net Income22.83M32.08M91.44M195.11M218.36M7.22M
Balance Sheet
Total Assets1.46B1.47B1.39B1.31B1.13B898.63M
Cash, Cash Equivalents and Short-Term Investments179.47M209.97M325.98M223.31M126.42M82.43M
Total Debt51.88M95.15M32.91M27.16M30.25M46.30M
Total Liabilities351.01M369.21M308.20M292.01M271.28M256.84M
Stockholders Equity1.11B1.10B1.08B1.02B857.74M641.79M
Cash Flow
Free Cash Flow39.07M52.92M129.46M213.76M61.73M-19.93M
Operating Cash Flow183.00M201.33M349.39M394.76M201.29M47.72M
Investing Cash Flow-105.63M-273.70M-201.55M-241.71M-123.72M-47.63M
Financing Cash Flow-60.01M-43.63M-45.17M-56.16M-33.58M-2.15M

RPC Technical Analysis

Technical Analysis Sentiment
Negative
Last Price5.47
Price Trends
50DMA
6.25
Negative
100DMA
6.64
Negative
200DMA
6.09
Negative
Market Momentum
MACD
-0.16
Negative
RSI
36.80
Neutral
STOCH
40.28
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RES, the sentiment is Negative. The current price of 5.47 is below the 20-day moving average (MA) of 5.66, below the 50-day MA of 6.25, and below the 200-day MA of 6.09, indicating a bearish trend. The MACD of -0.16 indicates Negative momentum. The RSI at 36.80 is Neutral, neither overbought nor oversold. The STOCH value of 40.28 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RES.

RPC Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$2.67B41.016.70%8.99%-19.14%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
64
Neutral
$1.36B92.780.91%-2.91%-82.51%
57
Neutral
$1.11B113.402.51%4.09%-93.54%
55
Neutral
$1.20B56.381.91%2.93%25.36%-59.73%
45
Neutral
$93.14M-3.22-24.22%-13.43%-78.10%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RES
RPC
5.61
1.30
30.07%
HLX
Helix Energy
9.51
3.71
63.97%
GEOS
Geospace Technologies
7.31
-10.30
-58.49%
TTI
Tetra Technologies
7.70
3.72
93.47%
NESR
National Energy Services Reunited
26.96
20.59
323.23%

RPC Corporate Events

Business Operations and StrategyPrivate Placements and Financing
RPC Amends and Extends Long-Term Credit Facility
Positive
Jul 7, 2026
RPC, Inc. is a diversified oilfield services provider supporting the exploration and production sector, with its principal credit obligations fully and unconditionally guaranteed by 100% owned domestic subsidiaries that hold substantially all cons...
Executive/Board ChangesShareholder Meetings
RPC Shareholders Back Board, Auditor and Incentive Plan
Positive
Apr 30, 2026
RPC, Inc. reported that on April 28, 2026, its stockholders reelected Gary Kolstad to the board of directors and the board appointed him to the Human Capital Management and Compensation Committee and the Audit Committee, naming him chairman of the...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 31, 2026