Nabors Industries (NBR) reported $797.53 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.3%. EPS of $0.17 for the same period compares to -$6.67 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $796.62 million, representing a surprise of +0.11%. The company delivered an EPS surprise of +105.81%, with the consensus EPS estimate being -$2.93.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Nabors performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Rig activity - Daily Rig Revenue - International Drilling: $49.39 million compared to the $49.41 million average estimate based on four analysts.
- Rig activity - Daily Adjusted Gross Margin - International Drilling: $17.63 million compared to the $18.17 million average estimate based on four analysts.
- Rig activity - Average Rigs Working - International Drilling: 93 versus the four-analyst average estimate of 91.
- Rig activity - Average Rigs Working - U.S. Drilling: 70 versus 69 estimated by four analysts on average.
- Rig activity - Daily Rig Revenue - U.S. Drilling: $37.58 million versus $38.23 million estimated by four analysts on average.
- Operating Revenues- U.S. Drilling: $240.62 million versus $247.62 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -0.4% change.
- Operating Revenues- International Drilling: $423.84 million compared to the $415.23 million average estimate based on four analysts. The reported number represents a change of +14.1% year over year.
- Operating Revenues- Drilling Solutions: $107.88 million compared to the $112.87 million average estimate based on four analysts. The reported number represents a change of +42% year over year.
- Operating Revenues- Other reconciling items: $-12.56 million versus $-15.67 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -18.3% change.
- Revenues and other income- Operating revenues: $797.53 million versus the four-analyst average estimate of $796.7 million. The reported number represents a year-over-year change of +9.3%.
- Operating Revenues- Rig Technologies: $37.75 million compared to the $36.66 million average estimate based on four analysts. The reported number represents a change of -32.8% year over year.
- Revenues and other income- Investment income (loss): $7.6 million versus the two-analyst average estimate of $5.19 million. The reported number represents a year-over-year change of -13.9%.
View all Key Company Metrics for Nabors here>>>
Shares of Nabors have returned +9.9% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Nabors Industries Ltd. (NBR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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