Nabors (NBR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Zacks Zacks
Nabors (NBR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

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.

Zacks' Research Chief Picks Stock Most Likely to "At Least Double"

Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.

See Our Top Stock to Double (Plus 4 Runners Up) >>

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report


 
Nabors Industries Ltd. (NBR): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research