NESR Q2 2025 Earnings Call Transcript: Key Highlights and Performance Review.

NESR reported Q2 2025 financial results, with a call led by Blake Gendron, Vice President of Investor Relations. Sherif Foda, Chairman and CEO, and Stefan Angeli, CFO, will comment on the results and performance. The call will open up to questions after the prepared remarks. The statements made are forward-looking and involve risks and uncertainties that could impact results differently than projected.

National Energy Services Reunited (NESR) reported its Q2 2025 financial results, with earnings per share (EPS) of $0.21, surpassing the Zacks Consensus Estimate of $0.19 per share [1]. This marks an earnings surprise of +10.53%, compared to earnings of $0.29 per share in the same quarter last year. Revenues for the quarter ended June 2025 reached $327.37 million, exceeding the Zacks Consensus Estimate by 3.41% [1].

The company's Q2 earnings report was led by Blake Gendron, Vice President of Investor Relations, with comments from Sherif Foda, Chairman and CEO, and Stefan Angeli, CFO. The earnings call opened up to questions after the prepared remarks, with forward-looking statements made by the company's management.

Over the last four quarters, NESR has surpassed consensus EPS estimates just once, while topping consensus revenue estimates two times. The company's stock has lost about 18.6% since the beginning of the year, compared to the S&P 500's gain of 9% [1].

The Zacks Rank for NESR is currently #3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future. The consensus EPS estimate for the coming quarter is $0.28 on $350.11 million in revenues, while the current fiscal year estimate is $0.94 on $1.35 billion in revenues [1].

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the stock's performance. The Oil and Gas - Mechanical and Equipment industry, of which NESR is a part, is currently ranked in the bottom 29% of the 250 plus Zacks industries [1].

Matrix Service (MTRX), another energy services company in the same industry, is expected to report its Q2 2025 earnings soon. MTRX is anticipated to post quarterly earnings of $0.02 per share, representing a year-over-year change of +114.3% [1].

References:

[1] https://www.nasdaq.com/articles/national-energy-services-reunited-nesr-q2-earnings-and-revenues-surpass-estimates