National Energy Services Reunited Corp.(NESR)Stock Analysis
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Rank #819 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
NESR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for National Energy Services Reunited Corp. (NESR), a Energy sector company. 13F Pro's AI-powered ranking engine scores NESR at 61.1/100 on a 32-signal composite quality model, placing it at rank #819 of 2,879 stocks — the top half of the AI-ranked universe. NESR scores in the top quartile across revenue growth (83.8). Areas of concern include free cash flow (38.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), National Energy Services Reunited Corp. reports quarterly revenue of $404.6M, net income of $23.8M, an operating margin of 8.9%. Top institutional holders of NESR by reported 13-F value include FMR, Encompass Capital Advisors, BlackRock,, based on the most recent SEC filings. NESR trades on the Nasdaq exchange and files with the SEC under CIK 1698514. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NESR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for National Energy Services Reunited Corp. directly from SEC EDGAR. National Energy Services Reunited Corp.'s 13F Pro composite quality score has ranged between 8 and 62 since 2023, currently 61.1 — an improving long-term trajectory across 45 quarterly and live scoring snapshots.
Revenue
Q1 2026
$404.6M
Net Income
Q1 2026
$23.8M
Free Cash Flow
Q1 2026
$-5.3M
Operating Margin
Q1 2026
8.9%
ROIC
Q1 2026
2.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
Net Income
+80.3% YoYOperating Income
+2432.7% YoYEPS (Diluted)
Total Assets
+700.1% YoYTotal Debt
Op. Cash Flow
+30648.2% YoY| Metric | FY 2025 | FY 2017 |
|---|---|---|
| Revenue | $1.32B | — |
| Net Income | $51.1M +80.3% | $28.4M |
| Operating Income | $98.3M +2432.7% | $-4.2M |
| EPS (Diluted) | $0.52 | — |
| Total Assets | $1.85B +700.1% | $231.4M |
| Total Debt | $374.6M | — |
| Operating Cash Flow | $264.2M +30648.2% | $-865.0K |
AI Insight: NESR Ratio Trends
NESR's profitability metrics remain volatile and depressed versus late 2024, with operating margin and ROIC showing no sustained recovery trend.
• Operating margin collapsed from 12.7% in Q4 2024 to 6.6% in Q3 2025, rebounding only slightly to 8.9% in Q1 2026—well below historical levels.
• ROIC swung wildly: 38.3% in Q4 2024, crashed to 5.8% in Q3 2025, then spiked to 32.6% in Q4 2025 and 10.7% in Q1 2026—no consistent pattern.
• Net profit margin deteriorated to 2.0% in Q4 2025 from 7.8% in Q4 2024; Q1 2026 recovery to 5.9% remains below prior-year 6.1% (Q3 2024).
⚠ Q3 2025 marked historic lows across OpMargin, ROA, and ROIC—investigate operational disruptions or project mix shifts underlying that trough.
⚠ Leverage inched up to 0.42 in Q3 2025 from 0.35; if margin pressure persists, rising D/E could constrain financial flexibility.
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Available Research
13F Pro tracks comprehensive data for National Energy Services Reunited Corp. including:
Top Institutional Holders of NESR
FMR LLC
$197.0M9,177,042 shEncompass Capital Advisors LLC
$91.5M4,261,389 shBlackRock, Inc.
$79.4M3,696,016 shBoston Partners
$47.7M2,213,319 shDIMENSIONAL FUND ADVISORS LP
$42.1M1,960,587 shDODGE & COX
$34.4M1,599,994 shSIMMONS L E & ASSOCIATES INC
$32.2M1,500,000 shAMERIPRISE FINANCIAL INC
$28.6M1,333,654 shSTATE STREET CORP
$22.3M1,037,901 shCITADEL ADVISORS LLC
$21.3M992,540 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $197.0M | 9,177,042 |
| Encompass Capital Advisors LLC | $91.5M | 4,261,389 |
| BlackRock, Inc. | $79.4M | 3,696,016 |
| Boston Partners | $47.7M | 2,213,319 |
| DIMENSIONAL FUND ADVISORS LP | $42.1M | 1,960,587 |
| DODGE & COX | $34.4M | 1,599,994 |
| SIMMONS L E & ASSOCIATES INC | $32.2M | 1,500,000 |
| AMERIPRISE FINANCIAL INC | $28.6M | 1,333,654 |
| STATE STREET CORP | $22.3M | 1,037,901 |
| CITADEL ADVISORS LLC | $21.3M | 992,540 |
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Popular Research
Is NESR a good stock to buy?
13F Pro's AI-powered analysis of National Energy Services Reunited Corp. (NESR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NESR are available on the NESR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own NESR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NESR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of National Energy Services Reunited Corp.'s investment landscape.