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Nabors Industries Earnings Calls
| Release date | Oct 28, 2025 |
| EPS estimate | -$2.37 |
| EPS actual | -$3.67 |
| EPS Surprise | -54.85% |
| Revenue estimate | 801.292M |
| Revenue actual | 818.19M |
| Revenue Surprise | 2.11% |
| Release date | Jul 29, 2025 |
| EPS estimate | -$2.05 |
| EPS actual | -$2.71 |
| EPS Surprise | -32.20% |
| Revenue estimate | 855.827M |
| Revenue actual | 832.788M |
| Revenue Surprise | -2.69% |
| Release date | Apr 29, 2025 |
| EPS estimate | -$2.64 |
| EPS actual | -$7.50 |
| EPS Surprise | -184.09% |
| Revenue estimate | 717.982M |
| Revenue actual | 736.186M |
| Revenue Surprise | 2.54% |
| Release date | Feb 12, 2025 |
| EPS estimate | -$1.86 |
| EPS actual | -$6.67 |
| EPS Surprise | -258.60% |
| Revenue estimate | 739.347M |
| Revenue actual | 729.819M |
| Revenue Surprise | -1.29% |
Last 4 Quarters for Nabors Industries
Below you can see how NBR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 12, 2025 |
| Price on release | $53.49 |
| EPS estimate | -$1.86 |
| EPS actual | -$6.67 |
| EPS surprise | -258.60% |
| Date | Price |
|---|---|
| Feb 06, 2025 | $54.32 |
| Feb 07, 2025 | $52.07 |
| Feb 10, 2025 | $54.75 |
| Feb 11, 2025 | $55.45 |
| Feb 12, 2025 | $53.49 |
| Feb 13, 2025 | $49.69 |
| Feb 14, 2025 | $47.20 |
| Feb 18, 2025 | $46.08 |
| Feb 19, 2025 | $44.36 |
| 4 days before | -1.53% |
| 4 days after | -17.07% |
| On release day | -7.10% |
| Change in period | -18.34% |
| Release date | Apr 29, 2025 |
| Price on release | $28.86 |
| EPS estimate | -$2.64 |
| EPS actual | -$7.50 |
| EPS surprise | -184.09% |
| Date | Price |
|---|---|
| Apr 23, 2025 | $27.69 |
| Apr 24, 2025 | $29.56 |
| Apr 25, 2025 | $29.83 |
| Apr 28, 2025 | $29.39 |
| Apr 29, 2025 | $28.86 |
| Apr 30, 2025 | $26.84 |
| May 01, 2025 | $27.34 |
| May 02, 2025 | $28.74 |
| May 05, 2025 | $26.31 |
| 4 days before | 4.23% |
| 4 days after | -8.84% |
| On release day | -7.00% |
| Change in period | -4.98% |
| Release date | Jul 29, 2025 |
| Price on release | $33.45 |
| EPS estimate | -$2.05 |
| EPS actual | -$2.71 |
| EPS surprise | -32.20% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $34.66 |
| Jul 24, 2025 | $33.29 |
| Jul 25, 2025 | $33.16 |
| Jul 28, 2025 | $35.29 |
| Jul 29, 2025 | $33.45 |
| Jul 30, 2025 | $34.19 |
| Jul 31, 2025 | $34.78 |
| Aug 01, 2025 | $31.66 |
| Aug 04, 2025 | $31.90 |
| 4 days before | -3.49% |
| 4 days after | -4.63% |
| On release day | 2.21% |
| Change in period | -7.96% |
| Release date | Oct 28, 2025 |
| Price on release | $47.17 |
| EPS estimate | -$2.37 |
| EPS actual | -$3.67 |
| EPS surprise | -54.85% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $41.70 |
| Oct 23, 2025 | $46.38 |
| Oct 24, 2025 | $47.34 |
| Oct 27, 2025 | $47.25 |
| Oct 28, 2025 | $47.17 |
| Oct 29, 2025 | $51.98 |
| Oct 30, 2025 | $49.34 |
| Oct 31, 2025 | $48.52 |
| Nov 03, 2025 | $53.90 |
| 4 days before | 13.12% |
| 4 days after | 14.27% |
| On release day | 10.20% |
| Change in period | 29.26% |
Nabors Industries Earnings Call Transcript Summary of Q3 2025
Key points for investors: Nabors completed the sale of Quail Tools for $625 million (received $375M cash + $250M seller note, later prepaid), using proceeds primarily to pay down debt. Pro forma net debt is at multi-year lows (reported pro forma net debt ~ $1.7B and net leverage ~1.8x), and management is focused on further deleveraging and refinancing near-term maturities. Third-quarter adjusted EBITDA was $236M (28.9% margin); EBITDA excluding Quail improved sequentially driven by International Drilling (SANAD, Kuwait) and Drilling Solutions. Guidance: Q4 consolidated EBITDA expected to be essentially flat versus Q3 on a pro forma (ex-Quail) basis. Lower 48 rig-count guidance is 57–59 rigs in Q4 with an expected daily gross margin around $13,000; international average rig count ~91 with continued SANAD newbuild deployments (visibility on multi-year program). CapEx guidance for full-year 2025 raised slightly to $715–$725M (SANAD newbuilds ~ $300M). Adjusted free cash flow: Q3 was ~$6M; company expects ~ $10M in Q4 and breakeven for full year (impacted by Quail divestiture and Pemex collection delays). Integration of Parker Wellbore is on track with targeted synergies of $40M in 2025 and >$60M of cost synergies expected in 2026. Risks/near-term headwinds: Pemex receivable collections lagging (impacting cash flow), potential churn in Lower 48, and market/commodity uncertainty (sanctions, inventories). Overall, the quarter highlights materially improved capital structure, international strength (SANAD growth), steady U.S. margins despite churn, and a clear priority on debt reduction and free-cash-flow improvement.
