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NOV

NOV Q1 2026 – Revenue Down 2%, Net Income Falls $54M

NOV reported first-quarter 2026 revenue of $2.05 billion, down 2% from the same quarter last year, as net income fell to $19 million from $73 million, a decline of $54 million. Earnings per diluted share dropped to $0.05 from $0.19.

Operating profit declined to $47 million from $152 million a year earlier, while adjusted operating profit fell to $85 million from $163 million. Adjusted EBITDA decreased to $177 million from $252 million, a drop of $75 million, and represented 8.6% of sales versus 12.1% in the first quarter of 2025.

The company returned $100 million to shareholders during the quarter through share repurchases and dividends.

In Energy Equipment, revenue rose 4% to $1.19 billion from $1.14 billion. Despite the higher sales, operating profit dropped to $93 million from $134 million, while adjusted EBITDA fell to $131 million from $165 million. New orders increased to $520 million from $437 million, and orders shipped from backlog rose to $650 million from $549 million. Book-to-bill was 80%, unchanged from a year earlier. Backlog for capital equipment orders was $4.23 billion at March 31, 2026, down $184 million from the prior year.

In Energy Products and Services, revenue declined 10% to $897 million from $998 million. Operating profit fell to $26 million from $83 million, and adjusted EBITDA dropped to $96 million from $145 million. Today the company's shares have moved 1.39% to a price of $20.50. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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