RPC Earnings Preview: Analysts Expect $0.09 EPS, Shares Down 27.85% in 52 Weeks

RPC RES is set to announce its quarterly earnings on Thursday, 2025-07-24. Analysts estimate an EPS of $0.09. The company has a history of beating EPS estimates, with a 1.81% increase in share price following its last quarterly report. The stock has been trading at $4.77 and is down 27.85% over the last 52-week period. Analysts favor a Neutral rating for RPC, with a consensus 1-year price target of $5.0, suggesting a potential 4.82% upside.

RPC RES, Inc. (NYSE: RES) is set to release its second-quarter 2025 earnings report on Thursday, July 24, 2025. Analysts are expecting an adjusted earnings per share (EPS) of $0.09. The company has a history of beating EPS estimates, with a 1.81% increase in share price following its last quarterly report [2].

The stock has been trading at $4.77 and has declined 27.85% over the last 52-week period. Analysts currently favor a Neutral rating for RPC RES, with a consensus 1-year price target of $5.0, suggesting a potential 4.82% upside [2].

In its latest earnings report, RPC RES delivered a Q2 2025 performance that underscored its operational discipline and strategic adaptability in a volatile market. The company's adjusted EPS of $0.08 fell just shy of the $0.09 analyst consensus, but the near-perfect alignment with expectations highlights management's ability to balance growth initiatives with cost control [2].

RPC RES's Q2 revenue surged 15.6% year-over-year to $420.8 million, driven by the April 1 acquisition of Pintail Completions. The deal added $98.9 million in revenue for the quarter, but the company's core operations—excluding Pintail—showcased resilience. Adjusted EBITDA climbed 34% to $65.6 million, with margins expanding to 15.6%, a 90-basis-point improvement [2].

The acquisition of Pintail is particularly noteworthy. By integrating a complementary business in the Permian Basin, RPC RES has diversified its service offerings and customer base, reducing reliance on cyclical pressure pumping. This strategic move aligns with a broader trend in the oilfield services sector: companies that prioritize diversification and geographic reach tend to outperform peers during periods of commodity price volatility [2].

RPC RES's near-miss on EPS expectations should not overshadow its broader strengths. The company's ability to meet analyst revenue forecasts and exceed adjusted EBITDA projections—despite a difficult macroeconomic environment—builds credibility with investors. Analysts have responded with cautious optimism, assigning a “Hold” consensus rating and an average one-year price target of $5.75 [2].

Looking ahead, several catalysts could drive further momentum. The full-year benefits of the Pintail acquisition, including expanded service offerings and cross-selling opportunities, are expected to materialize in 2026. RPC RES's EBITDA margins have already improved by 90 basis points. If the company can sustain this trend, it could outperform peers with weaker cost structures. Additionally, a consistent payout history, even in a low-margin environment, suggests management is prioritizing shareholder returns [2].

For investors, the current valuation offers an attractive entry point. RPC RES's stock has declined 27.85% over the past 52 weeks, creating a discount relative to its intrinsic value. The company's 34% EBITDA growth and improving margins suggest that the market is underestimating its resilience. Moreover, RPC RES's forward-looking guidance—while not explicitly provided in Q2—indicates a focus on disciplined capital deployment and cost control. Analysts project 2025 revenue to reach $1.63 billion and 2026 revenue to climb to $1.80 billion, with earnings estimates rising to $0.33 and $0.53 per share, respectively [2].

Conclusion
RPC RES's Q2 performance exemplifies the power of strategic acquisitions and operational rigor. While the pressure pumping segment remains a near-term drag, the company's ability to align earnings with estimates—despite macroeconomic headwinds—demonstrates a management team that is both proactive and pragmatic. For investors seeking exposure to the oilfield services sector, RPC RES offers a compelling case: a company that is not only surviving but positioning itself to thrive in a post-volatility landscape. A strategic entry or increase in position ahead of Q3 2025 results and the full realization of Pintail synergies appears warranted.

References:
[1] https://www.marketscreener.com/news/earnings-flash-gpi-group-1-automotive-inc-posts-q2-adjusted-eps-11-52-per-share-vs-factset-es-ce7c5cd3dc88fe27
[2] https://www.ainvest.com/news/rpc-perfect-earnings-alignment-signals-operational-discipline-market-resilience-2507/
[3] https://www.investing.com/news/stock-market-news/bankinter-reports-2q25-net-income-3-above-consensus-93CH-4149734