Oil States International (NYSE:OIS) Releases Quarterly Earnings Results

Oil States International (NYSE:OIS) released its earnings results on Friday. The oil and gas company reported $0.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.11 by $0.02, FiscalAI reports. Oil States International had a return on equity of 2.85% and a net margin of 3.52%.The business had revenue of $178.46 million for the quarter, compared to analyst estimates of $178.92 million. During the same quarter in the previous year, the company posted $0.09 earnings per share. The company’s revenue for the quarter was up 8.4% compared to the same quarter last year.

Here are the key takeaways from Oil States International’s conference call:

• Oil States generated $50 million of cash from operations in Q4, used to retire an equivalent amount of Convertible Senior Notes, and finished 2025 with cash exceeding debt by $15 million, supporting de‑leveraging and liquidity.
• The Offshore Manufactured Products backlog reached $435 million (the highest since March 2015) with a 1.3x book‑to‑bill, driving sequential revenue and adjusted segment EBITDA growth and stronger revenue visibility into 2026.
• The company reported a GAAP net loss of $117 million in Q4 that included $112 million of non‑cash long‑lived asset and inventory impairments in Downhole Technologies and write‑downs of acquisition intangibles, reflecting abandoned legacy product lines.
• Operationally, Completion & Production Services margins expanded to ~32% following restructuring, and Downhole Technologies posted sequential revenue (+11%) and adjusted EBITDA improvement, indicating early recovery from prior restructuring actions.
• Management guided 2026 revenue of $680–700 million and EBITDA of $90–95 million, expects $60–65 million in operating cash flow, plans $20–25 million of CapEx, and will remain opportunistic with share repurchases and selective M&A.

Oil States International Stock Up 12.9%

Shares of NYSE OIS traded up $1.29 during midday trading on Friday, hitting $11.29. The company had a trading volume of 932,849 shares, compared to its average volume of 918,681. The firm has a market capitalization of $674.64 million, a price-to-earnings ratio of 30.57 and a beta of 1.30. Oil States International has a twelve month low of $3.08 and a twelve month high of $11.49. The business has a 50-day simple moving average of $8.02 and a two-hundred day simple moving average of $6.67.

Insider Transactions at Oil States International

In other Oil States International news, CEO Cindy B. Taylor sold 14,760 shares of the stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $6.75, for a total value of $99,630.00. Following the completion of the transaction, the chief executive officer directly owned 2,109,724 shares of the company’s stock, valued at approximately $14,240,637. This trade represents a 0.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 5.40% of the company’s stock.

Hedge Funds Weigh In On Oil States International

Several hedge funds have recently bought and sold shares of OIS. Captrust Financial Advisors raised its holdings in Oil States International by 19.5% during the fourth quarter. Captrust Financial Advisors now owns 14,262 shares of the oil and gas company’s stock worth $97,000 after purchasing an additional 2,332 shares during the last quarter. NewEdge Advisors LLC increased its position in shares of Oil States International by 20.5% in the third quarter. NewEdge Advisors LLC now owns 18,961 shares of the oil and gas company’s stock valued at $115,000 after buying an additional 3,222 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of Oil States International by 221.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 6,876 shares of the oil and gas company’s stock worth $37,000 after buying an additional 4,740 shares during the last quarter. Russell Investments Group Ltd. boosted its position in shares of Oil States International by 1.7% in the 4th quarter. Russell Investments Group Ltd. now owns 292,652 shares of the oil and gas company’s stock worth $1,981,000 after buying an additional 4,989 shares in the last quarter. Finally, BNP Paribas Financial Markets grew its stake in Oil States International by 98.8% in the 3rd quarter. BNP Paribas Financial Markets now owns 11,626 shares of the oil and gas company’s stock valued at $70,000 after acquiring an additional 5,779 shares during the last quarter. 97.44% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

OIS has been the topic of several recent research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Oil States International in a research note on Thursday, January 22nd. Susquehanna lifted their target price on shares of Oil States International from $6.50 to $8.00 and gave the company a “neutral” rating in a report on Wednesday, January 7th. Finally, Wall Street Zen cut shares of Oil States International from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Two equities research analysts have rated the stock with a Hold rating, Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $8.00.

Oil States International Company Profile

Oil States International, Inc is a Houston-based provider of products and services to the global oil and gas industry. Through its well site solutions and flat steel solutions segments, the company supplies critical equipment and consumables used in drilling, completion and production operations. Its well site offerings include a broad range of rental products—such as coiled tubing, frac iron, pressure control equipment and downhole tool rentals—designed to support drilling rigs and well completion crews.

In addition to rental and service offerings, Oil States International’s flat steel solutions business manufactures and distributes steel pipeline and flowback products.