HAMILTON, Bermuda, July 1, 2025 /PRNewswire/ -- Nabors Industries Ltd. (NYSE: NBR) invites you to join Anthony G. Petrello, Chairman, President and Chief Executive Officer, and William Restrepo, Chief Financial Officer, Wednesday, July 30, 2025 at 10:00 a.m. Central Time for a discussion of operating results for the second quarter ended June 30, 2025. Nabors will release earnings after the market closes on July 29, 2025. Date: July 30, 2025 Time: 10:00 a.m. CT (11:00 a.m. ET) Dial-in-number(s) ...

公司表现 - Nabors Industries Ltd (NBR) 是全球最大的陆地钻井承包商之一，专注于石油、天然气和地热陆地钻井业务 [1] - NBR股价在过去一年暴跌56%，表现远逊于同行如Transocean Ltd (RIG)、Helmerich & Payne (HP) 和 Patterson-UTI Energy (PTEN) [1] - 尽管能源行业整体表现强劲，但Nabors因利润率下降、成本上升和国际市场不稳定而步履维艰 [1] 财务与运营挑战 - 美国钻井业务调整后EBITDA从2024年第四季度的1.058亿美元降至2025年第一季度的9270万美元，主要由于钻机数量减少和运营效率低下 [3] - Lower 48地区的每日利润率从14940美元降至14276美元，因钻机更换频繁导致成本上升和合同稳定性受损 [3] - 公司预计第二季度利润率仅小幅回升至14100美元，显示其核心美国市场持续承压 [4] 国际风险与地缘政治 - 因美国制裁扩大，Nabors暂停在俄罗斯的业务，产生2860万美元非现金费用，且不预期恢复运营 [5] - 在哥伦比亚和墨西哥面临客户付款延迟等问题，20%的国际钻机位于不稳定地区，地缘政治风险可能进一步扰乱收益 [5] 债务与现金流 - 2025年第一季度净债务达22.8亿美元，调整后自由现金流为负7100万美元 [6] - 2025年资本支出预计为7.7-7.8亿美元，包括3.6亿美元用于SANAD新建项目，债务压力显著 [6] 战略依赖与收购风险 - SANAD合资企业对国际EBITDA贡献显著，但其成功依赖沙特阿美的资本纪律，15台新建钻机计划到2026年完成 [7] - Parker Wellbore收购增加1.78亿美元债务，2025年目标协同效益4000万美元，但第一季度整合成本已达1400万美元 [8][9] 成本与客户问题 - 美国关税可能影响2025年自由现金流1000-2000万美元，主要涉及中国采购的备件和设备 [10] - 墨西哥客户延迟付款导致2000万美元应收款项未能如期收回，依赖少数关键客户如Pemex和沙特阿美增加风险 [11] 行业对比 - Nabors股价跌幅56.4%，远超同行Transocean (45.7%)、Helmerich & Payne (50.9%) 和 Patterson-UTI Energy (39.1%) [13] - 钻井油气行业整体下跌40.9%，而能源板块上涨3.6%，显示Nabors表现显著落后于行业和整体市场 [13]

公司投资与增长 - Nabors Industries Ltd 投资自动化钻井技术 可能因海上钻井市场增长而获得显著收入增长 [1] - 收购交易有望带来自由现金流增长 [1] 分析师研究方法 - 研究重点包括现金流量表和无杠杆自由现金流数据 [1] - 财务模型涉及资本成本、债务成本、加权平均资本成本、股本数量、净债务等指标 [1] - 通常分析EV/FCF、净收入和EV/EBITDA等交易倍数 [1] - 倾向于分析长期披露财务数据的公司 而非成长股 [1]

Table of Contents ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-32657 NABORS INDUSTRIES LTD. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2025 (Exact name of registrant as specified in its charter) Bermuda 98-0363970 (State or other jurisdiction of incorporation or organ ...

Nabors Industries Ltd. (NBR) reported a first-quarter 2025 adjusted loss of $7.5 per share, which was wider than the Zacks Consensus Estimate of a loss of $2.64. This underperformance was mainly due to lower adjusted operating income from its U.S. Drilling segment.  Moreover, the bottom line deteriorated from the year-ago quarter’s reported loss of $5.16 per share. (See the Zacks Earnings Calendar to stay ahead of market-making news.)The oil and gas drilling company’s operating revenues of $736.2 million be ...

Nabors Industries (NBR) Q1 2025 Earnings Call April 30, 2025 12:00 PM ET Company Participants William Conroy - Vice President of Corporate Development & Investor RelationsAnthony Petrello - Chairman, President & CEOWilliam Restrepo - Chief Financial OfficerWaqar Syed - MD & Head of ResearchDavid Smith - DirectorKeith Mackey - Director - Global Equity Research, Oil & Gas ServicesJeff LeBlanc - Director - Equity ResearchJohn Daniel - Founder & CEO Conference Call Participants Arun Jayaram - Analyst Operator G ...

Nabors Industries (NBR) Q1 2025 Earnings Call April 30, 2025 12:00 PM ET Speaker0 Good day, and welcome to the First Quarter twenty twenty five Nabors Industries Limited Earnings Conference Call. All participants will be in listen only mode. Please note that the event is being recorded. I would now like to turn the conference over to William Conroy, Vice President of Corporate Development and Investor Relations. Please go ahead. Speaker1 Good morning, everyone. Thank you for joining Nabors' first quarter tw ...

1Q 2025 Earnings Presentation NABORS INDUSTRIES Forward-Looking Statements We often discuss expectations regarding our future markets, demand for our products and services, and our performance in our annual, quarterly, and current reports, press releases, and other written and oral statements. Such statements, including statements in this document that relate to matters that are not historical facts, are "forward-looking statements" within the meaning of the safe harbor provisions of Section 27A of the U.S. ...

Exhibit 99.1 Nabors Announces First Quarter 2025 Results HAMILTON, Bermuda, April 29, 2025 /PRNewswire/ - Nabors Industries Ltd. ("Nabors" or the "Company") (NYSE: NBR) today reported first quarter 2025 operating revenues of $736 million, compared to operating revenues of $730 million in the fourth quarter of 2024. Net income attributable to Nabors shareholders for the quarter was $33 million, compared to a net loss of $54 million in the fourth quarter. This equates to earnings per diluted share of $2.18, c ...

HAMILTON, Bermuda, April 29, 2025 /PRNewswire/ -- Nabors Industries Ltd. ("Nabors" or the "Company") (NYSE: NBR) today reported first quarter 2025 operating revenues of $736 million, compared to operating revenues of $730 million in the fourth quarter of 2024. Net income attributable to Nabors shareholders for the quarter was $33 million, compared to a net loss of $54 million in the fourth quarter. This equates to earnings per diluted share of $2.18, compared to a loss per diluted share of $6.67 in the four ...