“This segment is particularly influenced by global spending on deepwater drilling and production, which is primarily driven by our customers’ longer-term commodity demand forecasts and outlook for crude oil and natural gas prices.”10-Q · May 5, 2026 ↗
Oil States International, Inc.
OIS
Market read
Oil States International, Inc.'s move is spreading beyond its market group.
No new filing conclusion is available. 5 of 13 group members are active now; 2 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
- At least 9 of 13 durable members become active together.
- Capital-flow agreement rises above 55%.
- FANG remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 4 of 13 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 5 of 13 group members are active now; 2 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 9 of 13 durable members become active together.
- Capital-flow agreement rises above 55%.
- FANG remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Demand and volume has repeated favorable evidence across 4 filings.
- Latest annual revenue changed -3.4% year over year.
- Operating margin changed -14.4 percentage points in the latest annual period.
- Net margin changed -14.7 percentage points in the latest annual period.
- Foreign exchange has repeated adverse evidence across 4 filings.
- Supply chain and availability has repeated adverse evidence across 4 filings.
- EV/sales is 40% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
8.69Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Our accumulated other comprehensive loss increased $1.2 million from $66.3 million as of December 31, 2025 to $67.5 million as of March 31, 2026, due to changes in currency exchange rates.”10-Q · May 5, 2026 ↗
“As a result of these events, actions and assessments, our reported pre-tax results for the first three months of 2026 included $2.7 million of costs associated primarily with facility exits as well as $1.4 million in non-cash asset impairment charges.”10-Q · May 5, 2026 ↗
“For the first three months of 2026 and 2025, currency translation adjustments recognized as a component of other comprehensive income (loss) were primarily attributable to the United Kingdom and Brazil.”10-Q · May 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.8× · EV/sales 0.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for OIS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for OIS. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind OIS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
OIS is currently a Participant in the organic co-movement group Oil & Gas. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.