NOV Inc. (NOV) Q3 Revenue $2.23B, EPS Up; Guides Q4 Adj. EBITDA $260M–$300M

NOV Inc. reported Q3 2026 revenue of $2.23B, up 4% sequentially and 2% YoY, with net income of $90M. Adjusted EBITDA was $281M. For Q4, NOV expects revenue flat YoY and Adjusted EBITDA of $260M–$300M. Bookings were $577M, with a book-to-bill of 91%.

Original reporting
Published Oct 27, 2026, 9:45 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 27, 2026, 9:52 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
NOV Inc. (NOV) Q3 Revenue $2.23B, EPS Up; Guides Q4 Adj. EBITDA $260M–$300M — source image
Decision brief

The 30-second read

$NOVNeutralHigh
01

Why it matters

The earnings release offers fresh data for traders; guidance suggests modest growth, which may influence short‑term price action.

02

Market read

First‑time earnings and guidance disclosure for a mid‑cap energy services firm; relevant for sector traders.

03

What to watch

Tariff refund benefit and Middle East activity moderation could affect future earnings.

Relevance 8/10Novelty 8/10Timing: after-hours

Background

NOV Inc. (NYSE: NOV) reported its Q3 2026 financial results and provided Q4 adjusted EBITDA guidance.

Company-level read

Ticker impact

$NOVNeutralHigh confidence
Context

Q3 2026 earnings release with revenue $2.23B, net income $90M and Q4 adjusted EBITDA guidance $260M‑$300M.

Expected impact

potential modest downside as investors price in flat‑line revenue and lower‑than‑expected EBITDA guidance

Evidence & confidence

First report of the quarterly results and guidance; market will assess margin quality versus revenue growth.

Market effects

Oilfield services sector may see pressure if NOV's guidance signals slower demand.

U.S. energy‑related stocks could react to the guidance.

Limited to energy services investors; no broad market effect.

Counterpoint

If margin expansion continues, the stock could rally despite flat revenue.

Key entities

  • NOV Inc.

    U.S. oilfield services and equipment provider.

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