Latest revenue
$404.6M
as of 2026-03-31
Latest net income
$23.8M
as of 2026-03-31
Net margin
5.9%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.60B
- Enterprise value
- $2.60B
- P/E (trailing)
- 50.8×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $27.25
- 52-wk low
- $5.47
- Beta
- —
- Shares out
- 100.8M
5-year trend
What this company does
ITEM 1. BUSINESS National Energy Services Reunited Corp. (“NESR,” the “Company,” “we,” “our,” “us” or similar terms) is one of the largest oilfield services providers in the Middle East and North Africa (“MENA”) region. The Company’s business consists primarily of upstream and midstream oilfield services with oil and natural gas companies as customers. NESR’s revenues are primarily derived by providing production services (“Production Services”) such as hydraulic fracturing, coiled tubing, stimulation and pumping, cementing, nitrogen services, filtration services, pipelines and industrial services, production assurance, artificial lift services, completions and integrated production…
AI summary unavailable — showing raw filing excerpt
Generated from NESR's filing dated 2026-03-06
Key risks
ITEM 1A. RISK FACTORS An investment in our ordinary shares involves a high degree of risk. You should consider carefully the following risk factors, as well as the other information contained in this Annual Report, before making an investment in our ordinary shares. Any of the risk factors described below could significantly and negatively affect our financial position, results of operations or cash flows. In addition, these risks represent important factors that can cause our actual results to differ materially from those anticipated in our forward-looking statements. RISK FACTOR SUMMARY Risks Related to Our Business and Operations ● Trends in oil and natural gas prices affect the level of…
AI summary unavailable — showing raw filing excerpt
Generated from NESR's filing dated 2026-03-06
Profitability
Gross margin
12.4%
22.4%Operating margin
7.4%
29.8%Net margin
3.9%
34.1%Return on assets
2.8%
35.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $404.6M | +33.5% | $23.8M | +129.3% | 5.9% |
Q1 2025 2025-03-31 | $303.1M | — | $10.4M | — | 3.4% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Oil & Gas Field Services, NEC · SIC 1389
Your notes
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Insider activity
Insider buying
$0
Insider selling
$14.0M
Net activity
−$14.0M
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns NESR
Institutional value
$431.2M
Total shares held
20.5M
Distinct holders
90
-54 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.7M | $79.4M | +273.8K (+8.0%) | Added |
| 2 | Boston Partners | 2.2M | $47.7M | +260.0K (+13.3%) | Added |
| 3 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $42.1M | +997.3K (+103.5%) | Added |
| 4 | Walleye Capital LLC | 1.8M | $38.1M | — | New |
| 5 | SCF Partners, Inc. | 1.5M | $32.2M | -6.5M (-81.2%) | Trimmed |
| 6 | JPMORGAN CHASE & CO | 1.3M | $27.8M | +950.1K (+247.0%) | Added |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 817.2K | $17.5M | — | New |
| 8 | Nuveen, LLC | 776.4K | $16.7M | +627.6K (+421.9%) | Added |
| 9 | Russell Investments Group, Ltd. | 652.6K | $14.0M | -28.3K (-4.2%) | Trimmed |
| 10 | JANE STREET GROUP, LLC | 467.5K | $10.0M | +428.3K (+1092.0%) | Added |
| 11 | UBS Group AG | 447.2K | $9.6M | +116.0K (+35.0%) | Added |
| 12 | Phocas Financial Corp. | 414.0K | $8.9M | -116.7K (-22.0%) | Trimmed |
| 13 | CITIGROUP INC | 328.0K | $7.0M | -3.1K (-0.9%) | Trimmed |
| 14 | CenterBook Partners LP | 307.1K | $6.6M | +142.0K (+86.0%) | Added |
| 15 | BNP PARIBAS FINANCIAL MARKETS | 306.0K | $6.6M | +292.2K (+2118.0%) | Added |
| 16 | EAM Investors, LLC | 280.1K | $6.0M | -28.7K (-9.3%) | Trimmed |
| 17 | Invesco Ltd. | 254.6K | $5.5M | +80.1K (+45.9%) | Added |
| 18 | IRIDIAN ASSET MANAGEMENT LLC/CT | 234.5K | $5.0M | -5.9K (-2.5%) | Trimmed |
| 19 | Oxbow Advisors, LLC | 175.1K | $3.8M | -86.8K (-33.1%) | Trimmed |
| 20 | Oceanic Investment Management LTD | 162.4K | $3.5M | -533.1K (-76.7%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once NESR's latest filing finishes processing.