Hunting H2 Earnings Call Highlights

1 week ago 6

MarketBeat

Thu, March 5, 2026 astatine 6:07 AM CST 8 min read

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Hunting delivered a "very, precise bully year" successful 2025 with improved margins and currency generation: EBITDA of $135.7 million, ending currency of $63 million, and moving superior reduced to 33% of income aft a $65 million inventory reduction.
Management expects beardown bid momentum, citing a tender pipeline of much than $1 billion and forecasting a “big conversion successful 4th two” that could assistance the bid publication from $358 million toward astir $500 million by Q3.
The institution is reshaping its portfolio and returning capital: completed acquisitions of Flexible Engineered Solutions and Organic Oil Recovery, exited Rival Downhole, announced further outgo savings (~$15m positive $5m electronics savings), and is progressing a buyback programme (initial $60m positive a further $40m) alongside targeted dividend maturation of 13% p.a.
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Hunting (LON:HTG) outlined what executives described arsenic a “very, precise bully year” successful 2025, pointing to improved margins, continued currency generation, and advancement connected its strategical repositioning toward higher-return merchandise lines and a broader geographic footprint.

Management besides opened the treatment with comments connected geopolitical uncertainty successful the Middle East, noting the institution has unit successful Saudi Arabia and Dubai who were reported to beryllium safe. While leaders said near-term developments are hard to predict, they framed caller events arsenic reinforcing the value of vigor information and semipermanent request for oilfield services.

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Hunting reported 2025 EBITDA of $135.7 million. Finance Director Bruce Ferguson said results were “fairly similar” to those discussed successful January, with turnover “flat year-on-year astatine conscionable implicit $1 billion.” He added that gross profit, EBITDA, and operating nett margins each improved by astir a percent point, reflecting a absorption connected higher-margin merchandise lines and outgo actions, including ongoing restructuring successful EMEA.

The institution highlighted currency procreation arsenic a cardinal theme. CEO Jim Johnson said Hunting generated $63 cardinal successful cash aft acquisitions, dividend increases, and stock buybacks, describing the equilibrium expanse arsenic “in a very, precise steadfast place.” Ferguson provided a walk-through of currency movements, noting the institution ended 2024 with $104 cardinal of cash, added $135 cardinal of EBITDA, and benefited from a moving superior inflow, earlier deploying currency for disposals, buybacks, dividends, and different items to decorativeness with $63 million of currency connected the equilibrium sheet.

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