National Energy Services Reunited Corp.
No SEC Form 4 filings for $NESR in the last 30 days.
See all $NESR insider activity →National Energy Services Reunited Corp. (NESR) reported Q2 2026 revenue of $520.8 million, up 28.7% sequentially and 59.1% year over year. Adjusted EBITDA was $106.2 million (20.4% margin). Adjusted net income was $45.5 million and adjusted diluted EPS $0.44. Full-year 2026 guidance calls for at least $2 billion revenue, plus a $0.10 quarterly dividend and $50 million buyback.
NESR said growth is supported by ramping a fifth hydraulic fracturing fleet in Saudi Arabia and additional contract activity in Kuwait, the UAE, and North Africa, targeting sequential revenue and margin improvement. It also plans to commercialize advanced drilling and decarbonization pilots (ROYA, NEDA) into revenue from 2027 onward, while noting geopolitical and logistics risks to costs. NESR trades at $36.05.
Morning gains followed Brent crude rebounding to the mid-$80s after failing to stay below $80, with traders citing Strait of Hormuz geopolitical risk. Kpler data showed about a 33% drop in transit traffic, while Iran’s Parliament reviewed a bill to permanently ban hostile vessels. Oil-linked stocks including NESR, MUR, PUMP, OXY, and FANG rose.
Over the past 7 days, alphai's AI scored 7 news stories mentioning NESR (National Energy Services Reunited Corp.). Coverage has skewed bullish: 7 bullish, 0 neutral, and 0 bearish.
Recent NESR coverage spans earnings, market movers and financial news.
Guidance and capital allocation (dividend, buyback) plus record cash flow and EBITDA margin expansion are likely to support the stock, while geopolitical freight and Iraq activity remain key downside risks.
The article frames near-term growth and margin upside from fleet deployment and contract ramp-ups, but flags regional logistics risk to margins.
Near-term oilfield services sentiment likely lifted by higher Brent and tighter supply-shock expectations tied to Hormuz risk.
Management’s 2026 revenue objective, margin outlook, and FCF conversion targets frame a near-term earnings power and cash-flow trajectory for NESR.
Balance-sheet leverage improved sharply alongside a surge in cash generation and profitability, suggesting stronger near-term liquidity and operating leverage.
alphai scores every news story that mentions NESR with an AI model for sentiment and relevance, and aggregates insider trades from National Energy Services Reunited Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
National Energy Services Reunited Corp. (NESR) reported Q2 2026 revenue of $520.8 million, up 28.7% sequentially and 59.1% year over year. Adjusted EBITDA was $106.2 million (20.4% margin). Adjusted net income was $45.5 million and adjusted diluted EPS $0.44. Full-year 2026 guidance calls for at least $2 billion revenue, plus a $0.10 quarterly dividend and $50 million buyback.
12 min readNESR said growth is supported by ramping a fifth hydraulic fracturing fleet in Saudi Arabia and additional contract activity in Kuwait, the UAE, and North Africa, targeting sequential revenue and margin improvement. It also plans to commercialize advanced drilling and decarbonization pilots (ROYA, NEDA) into revenue from 2027 onward, while noting geopolitical and logistics risks to costs. NESR trades at $36.05.
7 min readMorning gains followed Brent crude rebounding to the mid-$80s after failing to stay below $80, with traders citing Strait of Hormuz geopolitical risk. Kpler data showed about a 33% drop in transit traffic, while Iran’s Parliament reviewed a bill to permanently ban hostile vessels. Oil-linked stocks including NESR, MUR, PUMP, OXY, and FANG rose.
6 min readNational Energy Services Reunited (NESR) reported Q2 adjusted EBITDA margin support from seasonal improvement, project ramp-ups and efficiencies at Jafurah, offset by about $4 million (80 bps) of incremental freight and logistics costs tied to geopolitics. Operating cash flow was $174M and free cash flow $99.9M. 2026 revenue objective is $2B minimum; full-year capex $210M to $215M.
6 min readNational Energy Services Reunited (NESR) reported Q2 2026 net debt fell to $99.6 million from $185.3 million at end-2025, as operating cash flow rose 466.6% to $174 million. Q2 revenue climbed 59.1% to $520.8 million, net income nearly tripled to $44 million, and diluted EPS rose 168.8% to $0.43, according to the company.
4 min readThe article reports multiple US corporate updates. Barrick Mining said Q2 profit rose 50% to $1.22B, with revenue up 44% to $5.29B, and agreed with Newmont on a $1.95B cash top-up to expand Nevada Gold Mines. Nvidia is working on a $500B AI financing venture; Intel announced a $15B stock offering. It also covers results for Axsome (revenue +46%), Monday.com, RadNet, NESR, and Camtek.
7 min readNational Energy Services Reunited (NESR) shares rose 23.32% to a new all-time high after the company reported Q2 results. Revenue increased 59% to $521 million. Adjusted net income rose 126% to $45 million, EPS climbed 110% to $0.44, and free cash flow grew to $100 million. NESR said it maintained operations amid regional conflict and ended June 30 with $175 million cash.
4 min readNational Energy Services Reunited (NESR) shares rose about 16% after its Q2 results beat expectations. The company reported adjusted EPS of $0.44 vs $0.34 consensus, GAAP EPS of $0.43, and revenue of $520.8 million vs about $442-$444 million expected. Net income was $44.0 million. Cash rose to $175.0 million and net debt fell to $99.6 million.
4 min readUS equity futures largely gave back overnight gains after oil hit a one-week high and the yen weakened. Traders await US CPI and PPI, with rate-hike bets cooling after Friday’s jobs report. JPMorgan raised its S&P 500 year-end target to 8000. Corporate movers include AAON (+8%), ABCL (+22%), HZO halted on a $53 buyout, and VREX surging on Teledyne’s $18.90 offer.
7 min readNational Energy Services Reunited (NESR) shares rose about 10% pre-market after Q2 results beat expectations. Adjusted EPS was $0.44 vs $0.34 consensus. Revenue was $520.8M vs $444.11M, up 59.1% YoY. Net income was $44.0M, up 189.6% YoY. Operating cash flow rose to $174.0M and net debt fell to $99.6M.
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