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Nabors Industries (NBR) investor relations material
Nabors Industries Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Completed the acquisition of Parker Wellbore and divested Quail Tools for $625 million, significantly reshaping the portfolio and capital structure, and enabling substantial debt reduction.
Net income surged to $274 million in Q3 2025, reversing prior losses, primarily due to the Quail Tools sale and Parker acquisition.
Adjusted EBITDA for Q3 2025 was $236 million, exceeding expectations and reflecting strong international and solutions segment growth.
Integration of Parker Wellbore is progressing, with over 70% sequential EBITDA growth from these assets and $40 million in cost synergies expected in 2025.
Deployed new PACE-X Ultra rigs and expanded operations in Saudi Arabia, India, Kuwait, and Colombia.
Financial highlights
Q3 2025 consolidated revenue was $818 million, up 12% year-over-year, with international drilling revenue and margins rising.
Adjusted EBITDA margin was 28.9%, with Drilling Solutions segment delivering a 51% adjusted gross margin.
Net income for Q3 2025 was $274 million, compared to a net loss in the prior year, driven by the Quail Tools divestiture.
Adjusted free cash flow for Q3 2025 was $6 million, with full-year guidance revised to breakeven due to the Quail sale and delayed Pemex collections.
Net debt at September 30, 2025, was $1.92 billion, with pro forma net debt at $1.67 billion after early Q4 receipts.
Outlook and guidance
Q4 2025 guidance: U.S. Drilling Lower 48 average rig count of 57–59, daily gross margin ~$13,000; international rig count ~91, daily gross margin $18,100–$18,200.
Drilling Solutions adjusted EBITDA expected at ~$39 million; Rig Technologies at $5–$6 million.
CapEx for 2025 revised to $715M–$725M, with similar levels expected in 2026.
Adjusted free cash flow for Q4 expected at $10 million, with strongest generation in Q4.
On track to deliver $40 million of cost synergies in 2025 and over $60 million in 2026 from the Parker acquisition.
Detail remaining Quail proceeds debt reduction plan
What drives International vs. Lower 48 performance divergence?
What actions to improve Mexico collections?
Future net debt target and path to achieve it
What drives Saudi rig activity rebound?
Lower 48 daily margin stability beyond Q4?
Path to further debt reduction beyond 2025?
How will SANAD's value be realized by shareholders?
Market potential for PACE X Ultra rigs?
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Next Nabors Industries earnings date
Q4 20256 Feb, 2026
Next Nabors Industries earnings date
Q4 20256 Feb, 2026
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Frequently asked questions
Nabors Industries Ltd is a global leader in oil and gas contract services, specializing in the provision of offshore platform work over and drilling rigs. The company excels in offering directional drilling services, performance tools, and cutting-edge drilling technologies, alongside drilling instrumentation and software. Nabors is recognized for its extensive range of ancillary well-site services, which encompass engineering, transportation, disposal, construction, well logging, maintenance, and other support services. Additionally, through its subsidiaries, Nabors manufactures and sells top drives, catwalks, draw works, wrenches, and other drilling-related equipment tailored for onshore and offshore drilling rigs. The company is headquartered in Hamilton, Bermuda, and its shares are listed on the NYSE.
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