财务数据和关键指标变化 - 2023年第二季度收入为1.614亿美元,符合公司原先的指引范围1.58亿美元至1.66亿美元 [8] - 调整后EBITDA为2,170万美元,调整后EBITDA利润率为13% [8] - 每股摊薄收益为负0.08美元,ROIC为12.9% [8] 各条业务线数据和关键指标变化 - 水泥业务:完成1,004个水泥作业,较上季度下降约2%;平均收费下降约5%,收入为5,810万美元,下降约5% [21] - 测井业务:完成6,106个测井作业,增加约12%;平均收费下降约7%,收入为3,100万美元,增加约4% [22] - 完井工具业务:完成27,734个作业,下降约14%;收入为3,890万美元,增加约3% [22] - 钻杆业务:作业天数下降约16%,平均日费率上升约19%,利用率为54%,收入为3,350万美元,持平 [23] 各个市场数据和关键指标变化 - 美国陆上钻机数量从2022年第四季度的峰值下降超过100台,约14%,其中74%发生在第二季度 [9] - 钻机数量下降导致各业务线的定价压力增加,尤其是天然气主导的Haynesville和Eagle Ford地区 [9][10] - 东北地区钻机数量相对稳定,但客户定价压力加大,导致完井工具和测井业务的收入和利润率受到影响 [10] 公司战略和发展方向及行业竞争 - 公司专注于内部研发,提高技术和创新,并通过收购整合新技术,增加国际市场占有率 [66][69] - 公司正在逐步增加国际收入占比,目前约为4%-5%,未来希望进一步提高,降低对北美陆上市场的依赖 [39][40][41] - 公司在解决性能和环境问题方面的技术优势,有助于提高可溶性套管在市场上的竞争力 [71][72][73][74][77][78] 管理层对经营环境和未来前景的评论 - 市场波动导致商品价格反复无常,给客户的资本配置决策带来很大困难 [28] - 尽管通胀有所放缓,但就业市场仍然紧张,使得工资和材料成本难以下降 [28] - 预计第三季度收入和利润将较第二季度下降,但有信心在2024年初看到市场活动的反弹 [29][30][31] - 公司具有灵活的业务模式和较低的资本支出,有助于应对市场波动 [32] 问答环节重要的提问和回答 问题1 **Waqar Syed 提问** 询问公司国际销售和完井工具业务的具体情况,包括销售规模和策略 [38][39][40][41][42][43] **Ann Fox 回答** 公司正在逐步增加国际市场占有率,但这需要长期努力。国际收入目前约占总收入的4%-5%,存在一定的波动性。公司正在通过自主研发和并购整合新技术,以提高在国际市场的竞争力 [39][40][41][42][43] 问题2 **Timothy Moore 提问** 询问公司如何推动完井工具业务的增长,以及在可溶性套管方面的技术优势 [65][66][67][70][71][72][73][74][75][76][77][78] **Ann Fox 回答** 公司正在通过内部研发和并购整合新技术,开发针对特定市场和客户需求的创新产品。在可溶性套管方面,公司掌握了材料科学和制造工艺方面的专有技术,能够为客户提供定制化的解决方案,在市场上具有竞争优势 [71][72][73][74][77][78] 问题3 **John Daniel 提问** 询问公司在当前市场环境下如何管理人员成本,以及如何与客户就价格进行谈判 [87][88][89][90][91][92][93][94][95][96][97][98] **Ann Fox 回答** 公司正在努力保留关键人才,因为市场可能会快速反弹。尽管这会短期影响利润率,但公司认为这是必要的。在与客户谈判价格时,公司会根据市场供需情况适时提价,但这是一个相互博弈的过程,不可能一蹴而就 [88][89][90][91][92][95][96][97][98]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38347 ______________________________________________________ ...

Nine Energy Service, Inc. (NYSE:NINE) Q1 2023 Earnings Conference Call May 9, 2023 10:00 AM ET Company Participants Guy Sirkes - Senior Vice President and Chief Financial Officer Ann Fox - President and Chief Executive Officer Conference Call Participants Waqar Syed - ATB Capital Markets Ignacio Bernaldez - EF Hutton Operator Greetings and welcome to the Nine Energy Service Earnings Call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal pre ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38347 _____________________________________________________ ...

Nine Energy Service, Inc. (NYSE:NINE) Q4 2022 Earnings Conference Call March 8, 2023 10:00 AM ET Company Participants Guy Sirkes - CFO Ann Fox - President and CEO Conference Call Participants Waqar Syed - ATB Capital Markets Ignacio Bernaldez - EF Hutton Operator Greetings, and welcome to Nine Energy Service Fourth Quarter and Full Year 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instruc ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________________________________________________________ FORM 10-K _____________________________________________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PE ...

Nine Energy Service, Inc. (NYSE:NINE) Q3 2022 Results Conference Call November 7, 2022 10:00 AM ET Company Participants Heather Schmidt - VP, Strategic Development and IR Ann Fox - President and CEO Guy Sirkes - CFO Conference Call Participants John Daniel - Daniel Energy Partners Waqar Syed - ATB Capital Markets Ben Piggott - EF Hutton Operator Greetings and welcome to the Third Quarter 2022 Nine Energy Service Earnings Call. At this time, all participants are in a listen-only mode. A brief question-and-an ...

Q3 2022 IR PRESENTATION O Nine DISCLAIMER Forward-Looking Statements & Non-GAAP Financial Measures Certain statements in this presentation are forward-looking statements that are subject to a number of risks and uncertainties, many of which are beyond our control. All statements, other than statements of historical fact included in this presentation, regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects, plans and objectives of management ar ...

Nine Energy Service, Inc. (NYSE:NINE) Q2 2022 Earnings Conference Call August 4, 2022 ET Company Participants Heather Schmidt - VP, Strategic Development and IR Ann Fox - President and CEO Guy Sirkes - CFO Conference Call Participants John Daniel - Daniel Energy Waqar Syed - ATB Capital Markets Ben Piggott - EF Hutton Operator Good day, and welcome to your Q2 2022 Nine Energy Service Earnings Call. [Operator Instructions] At this time, it is my pleasure to turn the floor over to Heather Schmidt, Vice Presid ...

J.P. MORGAN JUNE 23, 2022 O Nine DISCLAIMER Forward-Looking Statements & Non-GAAP Financial Measures Certain statements in this presentation are forward-looking statements that are subject to a number of risks and uncertainties, many of which are beyond our control. All statements, other than statements of historical fact included in this presentation, regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects, plans and objectives of management ...