Feed / OIS

Oil States International, Inc.

OIS

Energy · 7.99 -4.0% today

Isolated · not yet confirmedMarket checked 29 Sept, 15:55 GMT-4

Market read

Oil States International, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-4.0% todayVolume comparison unavailable
Market group0 of 17 activeCommodity Cyclicals · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • OIS's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if OIS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Energy · Oil & Gas Equipment & Services

No new filing conclusion is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • OIS's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 30, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations332
Usable filing statements80
Verified relationships0
Evidence supporting the case
  • Demand and volume has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • 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.
Questions before a position
  • EV/sales is 32% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 29, 2026

8.01
6m-32.9%12m+39.3%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$573.2M-10.2%$-1.06+0.8%
2022-12-31$737.7M+28.7%$-0.15+2.2%
2023-12-31$782.3M+6.0%$0.20+2.5%
2024-12-31$692.6M-11.5%$-0.18-1.8%
2025-12-31$669.0M-3.4%$-1.86-5.3%

What management says matters

Persistent and emerging business drivers

Demand and volumepositive · 4 filings
“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 ↗
Foreign exchangenegative · 4 filings
“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 ↗
Restructuring and cost reductionsmixed · 4 filings
“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 ↗
Supply chain and availabilitynegative · 4 filings
“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 0.7× · EV/sales 0.7×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

7.99-4.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 10:30 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 Commodity Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for OIS; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.