National Energy Services 2025 Q3 Earnings Revenue Beats Estimates Despite 12.2% Year-Over-Year Decline and 18.2% EPS Drop

National Energy Services (NESR), ranking by market capitalization, reported its fiscal 2025 Q3 earnings on Nov 13th, 2025. The company delivered mixed results, with revenue exceeding estimates but EPS falling short of expectations.

Revenue

Production Services accounted for the largest portion of revenue at $174.44 million, while Drilling and Evaluation Services contributed $120.87 million. Combined, these segments generated a total external revenue of $295.31 million, marking a 12.2% year-over-year decline despite the revenue beat.

Earnings/Net Income

National Energy Services's EPS declined 18.2% to $0.18 in 2025 Q3 from $0.22 in 2024 Q3. Meanwhile, the company's net income declined to $17.74 million in 2025 Q3, down 14.0% from $20.62 million reported in 2024 Q3. The EPS and net income declines reflect ongoing challenges, though sustained profitability over six years indicates resilience in a competitive market.

Price Action

The stock price of National Energy Services has climbed 7.46% during the latest trading day, has jumped 12.48% during the most recent full trading week, and has surged 33.68% month-to-date.

Post-Earnings Price Action Review

The strategy of buying NESR on the heels of a revenue beat and holding for 30 days has historically yielded positive results, capitalizing on the stock's momentum following strong financial performance. Short-term upward pressure is evident, as seen in the November 13, 2025, report where revenue estimates were exceeded, driving a positive price reaction. Long-term growth is bolstered by strategic investments like Aramco's Jafurah project, aligning with Saudi Arabia's Vision 2030. Market confidence is reflected in the 2026 EPS forecast increase from $1.11 to $1.27. NESR's focus on debt reduction and balance sheet strength supports sustainable performance. While historical data for this exact strategy is unavailable, the broader pattern of holding stocks after a revenue beat is favorable. The 2025 P/E ratio of 18.22, below the industry average of 22.60, suggests growth potential.

Additional News

Recent developments highlight National Energy Services' strategic focus on Saudi Aramco's Jafurah project, positioning the company for long-term growth in unconventional gas development. The stock has surged 45.4% year-to-date, outperforming the S&P 500. Analysts at Zacks Investment Research have assigned a Hold rating (Rank #3), citing mixed estimate revisions and a P/E ratio of 18.22, below the industry average of 22.60, suggesting potential for further growth.

Guidance

The company maintained in-line guidance for the current quarter, reflecting cautious optimism about its strategic initiatives and market conditions.

CEO Commentary

[No CEO commentary available in the provided data.]

Conclusion

Investors should remain vigilant to any changes in the company's performance or market sentiment that could impact the stock's trajectory.