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RPC reports modest Q2 earnings amid competitive pressure

EditorIsmeta Mujdragic
Published 07/25/2024, 10:57 AM
RES
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ATLANTA - RPC, Inc. (NYSE: NYSE:RES), an oilfield services company, disclosed its second-quarter financial results, reporting a sequential revenue decline of 4% to $364.2 million.

Despite the downturn in revenue, net income for the quarter rose 18% to $32.4 million, with diluted earnings per share (EPS) at $0.15, marking an increase in net income margin to 8.9%. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) also saw a 9% sequential increase to $68.5 million, with the adjusted EBITDA margin climbing to 18.8%.

The company's president and CEO, Ben M. Palmer, noted that the second quarter's profitability was buoyed by robust demand and margin improvements in key service lines, even as challenges in pressure pumping persisted. Palmer highlighted the solid performance in downhole tools, modest growth in cementing and rental tools, and a double-digit increase in coiled tubing services.

Pressure pumping, RPC's largest service line, experienced a 17% revenue drop due to competitive market conditions and lower asset utilization. In response, RPC has upgraded its equipment to a Tier 4 dual-fuel fleet without increasing fleet count and is considering further transitions to dual-fuel or electric equipment.

RPC ended the quarter with over $260 million in cash, maintaining a debt-free balance sheet. The company paid out $8.6 million in dividends for the quarter and announced a regular quarterly cash dividend of $0.04 per share, payable on September 10, 2024.

Industry data showed a 3.2% decline in the U.S. rig count and an 11.2% year-over-year increase in oil prices. Natural gas prices dipped both sequentially and year-over-year.

The financial results are based on a press release statement from RPC, Inc.

In other recent news, RPC has announced the introduction of a new Tier 4 dual fuel fleet in mid-year, which is expected to be well-utilized.

Furthermore, RPC is open to strategic acquisitions to grow the business, demonstrating a patient approach to potential opportunities. These recent developments indicate RPC's determination to navigate the oilfield services market, with a focus on efficiency and strategic growth.RBC Capital boosts Taylor Morrison (NYSE:TMHC) price target and EPS outlookcom

InvestingPro Insights

RPC, Inc. (NYSE: RES) has demonstrated resilience in its second-quarter financial performance, supported by a robust demand across several service lines. Delving into the real-time data and expert analysis from InvestingPro, we observe a few key metrics and insights that could further inform investors about the company's current standing and future prospects.

The company's market capitalization stands at $1.22 billion, reflecting its size and significance within the oilfield services industry. Despite the recent challenges, RPC's price-to-earnings (P/E) ratio is at 8.24, indicating a potentially undervalued stock, especially when considering the InvestingPro Tip that analysts predict the company will be profitable this year. This is bolstered by the fact that the company's cash flows can sufficiently cover interest payments, a testament to its financial stability.

Moreover, RPC's prudent financial management is evident as it holds more cash than debt on its balance sheet, which is a positive sign for investors looking for a company with a strong liquidity position. This is further supported by the fact that the company's liquid assets exceed its short-term obligations, ensuring it can meet its immediate financial needs without strain.

However, it is noteworthy that the stock has taken a significant hit over the last week, with a one-week price total return of -8.56%. Yet, with the company trading near its 52-week low, this might present a buying opportunity for investors, especially since RPC is profitable over the last twelve months and the InvestingPro Fair Value estimate is at $6.61, above the previous close price of $5.77.

For readers interested in a deeper analysis, there are additional InvestingPro Tips available at https://www.investing.com/pro/RES. These tips could guide your investment decisions and provide a comprehensive understanding of RPC's financial health and market potential. Remember to use coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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