NESR is executing a successful deleveraging and growth strategy, with revenue surging 33.5% YoY in 2026Q1 to $404.6M and total debt down to $312.1M from $595.8M in 2021Q4. However, gross margin compression to 11.7% from 17.2% in 2024Q4 and thin liquidity (current ratio 1.04) warrant caution.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | $0.44+24.8% vs $0.35 | $521M+16.1% vs $449M |
Q2 2026 May 11, 2026 | $0.26+23.8% vs $0.21 | $405M+9.1% vs $371M |
Q1 2026 Feb 17, 2026 | $0.32+23.1% vs $0.26 | $398M+7.5% vs $370M |
Q4 2025 Nov 13, 2025 | $0.16+6.7% vs $0.15 | $295M-20.3% vs $370M |
National Energy Services gears up for Q3 earnings with strong revenue estimates, fueled by the Jafurah ramp-up, but geopolitical disruptions may weigh on results.
HOUSTON, Nov. 2, 2026 /PRNewswire/ -- National Energy Services Reunited Corp. ("NESR" or the "Company") (Nasdaq: NESR) an international, industry-leading provider of integrated energy services in the Middle East and North Africa ("MENA") region, today announced that it will release its financial results for the third quarter of 2026 on Monday, November 9th, 2026. A conference call is scheduled for 8:00 AM ET on November 9th, 2026, to discuss the financial results.
National Energy Services Reunited achieved its $2B revenue run-rate ahead of schedule, signaling robust operational momentum and execution. NESR raised guidance, posted 59.1% YoY revenue growth, and announced a capital return framework including dividends and a $50M buyback. Valuation multiples are compressing; forward P/E drops to roughly 8 times earnings, with DCF scenarios supporting upside depending on risk assumptions.
National Energy Services Reunited (NASDAQ: NESR - Get Free Report) and Bristow Group (NYSE: VTOL - Get Free Report) are both small-cap energy companies, but which is the superior business? We will compare the two companies based on the strength of their valuation, earnings, dividends, institutional ownership, profitability, analyst recommendations and risk. Insider and Institutional Ownership 15.5%
Benchmark NESR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for National Energy Services Reunited Corp. (NESR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $19.96 | $2.01B | 22.06 | 1.72% | 5.77% | 9.43% | — | |
| $9.92 | $3.77B | -152.62 | -10.25% | -0.52% | -0.79% | 3.22% | |
| $7.44 | $103.79M | 1.53 | 1.41% | 12.66% | 514.81% | — | |
| $1.00 | $20.54M | -0.36 | -10.25% | -9.61% | — | — | |
| $8.34 | $502.01M | -4.54 | -3.41% | -17.1% | -18.55% | — | |
| $49.92 | $74.63B | 24.32 | -1.6% | 8.33% | 11.27% | 2.16% |
National Energy Services Reunited Corp. (NESR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
National Energy Services Reunited Corp. (NESR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Aug 10, 2026·SEC
Jul 21, 2026·SEC
Mar 6, 2026·SEC
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National Energy Services Reunited Corp. (NESR) stock FAQ — growth, dividends, profitability & financials explained
National Energy Services Reunited Corp. (NESR) reported $1.62B in revenue over the trailing twelve months. Revenue was $1.32B in fiscal year 2025. That is 388% more than the $271.3M of fiscal year 2017.
National Energy Services Reunited Corp. (NESR) grew revenue by 23.5% over the trailing twelve months, compared with the twelve months before.
Yes. National Energy Services Reunited Corp. (NESR) earned $93.4M in net income over the trailing twelve months (a 5.8% net margin).
National Energy Services Reunited Corp. (NESR) had a return on equity (ROE) of 9.4% over the trailing twelve months. That is below the market's typical 10-15%.
National Energy Services Reunited Corp. (NESR) generated $156.3M in free cash flow over the trailing twelve months.
