Nine Energy Service Part 1: Growth Factors And Financial Risks Balance Out
Nine Energy Service's top line is likely to increase in the near-term following prices hikes across the service line due...
Solaris Oilfield Infrastructure Part 2: Estimates And Relative Valuation
The regression estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate over the next couple of...
Solaris Oilfield Infrastructure Part 1: Value Added Services To Boost Margin
Solaris Oilfield's number of fully utilized systems can go up by 10% to 15% in Q2. Its top fill system...
TechnipFMC Part 2: Estimates And Relative Valuation Analysis
Estimates suggest a revenue fall in NTM 2023, while the rate of decline can accelerate in NTM 2024. EBITDA, too,...
TechnipFMC Part 1: LNG Demand And Renewable Energy Shine, But Cash Flow Concerns Emerge
FTI's Subsea 2.0 model helps address the future technology needs, leading to improvements in contractual arrangements. In subsea, order opportunities...
NOV Part 2: Estimates And Relative Valuation
Estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate sharply over the next couple of years....
NOV Part 1: Cash Flow Worries Pale Under Industry Recovery And Renewables Opportunities
Broadening the supplier base and recovering escalating costs through higher pricing will lead to NOV's topline and operating margin improvement...
KLX Energy Services Part 2: Estimates And Relative Valuation
Estimates suggest strong revenue growth in NTM 2023, but the rate can decelerate in NTM 2024 and NTM 2025. EBITDA...
KLX Energy Services: Cost Inflation And Balance Sheet Risks Punch A Hole Through Growth Drivers
An excess supply of equipment, the supply chain disruption, and the inflationary pressures on labor and material will remain its...
U.S. Well Services Part 2: Estimates And Valuation
Estimates suggest revenue growth in NTM 2023, and the growth rate can accelerate in NTM 2024 and NTM 2025. EBITDA...
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