Archer (ARCH) Q4 2025 earnings summary
Event summary combining transcript, slides, and related documents.
Q4 2025 earnings summary
27 Feb, 2026Executive summary
Revenue for 2025 was $1,197.1 million, up from $1,115.6 million in 2024, reflecting growth across core segments.
Net loss for 2025 was $40.9 million, compared to a net loss of $21.6 million in 2024, impacted by impairment charges and losses on business sales.
Adjusted EBITDA for Q4 2025 was $51.2 million, with full-year segment growth in Platform Operations and Well Services.
Major acquisitions included Premium Oilfield Services and Wellconnection Norway AS, expanding Well Services capabilities.
Divestment of the Argentine workover business and asset impairments affected results.
Financial highlights
Revenue increased 7% year-over-year to $1,197.1 million.
Operating profit for 2025 was $58.2 million, down from $81.0 million in 2024.
Net loss widened to $40.9 million from $21.6 million year-over-year.
Adjusted EBITDA for Q4 2025 was $51.2 million, up from $42.9 million in Q4 2024.
Impairment charges totaled $7.8 million, mainly related to land rigs.
Outlook and guidance
Focus on expanding drilling operations in Vaca Muerta and growing Well Services.
Recent contract wins in plug and abandonment (P&A) and deepwater Gulf of America expected to support future revenue.
Continued emphasis on cost control and capital discipline.
Latest events from Archer
- Q3 saw EBITDA up 11%, robust shareholder returns, and a strategic U.S. acquisition.ARCH
Q3 2025 TU2 Mar 2026 - 8% revenue and 12% EBITDA growth in 2025, with a $4B backlog supporting 2026 gains.ARCH
Q4 2025 TU2 Mar 2026 - Q2 revenue and EBITDA grew, with acquisitions and capital moves driving a strong outlook.ARCH
Q2 20241 Feb 2026 - Q3 revenue up 10.7% to $335M, record EBITDA, and $2.9M net income drive future growth.ARCH
Q3 202417 Jan 2026 - Q3 2025 delivered higher revenue and net income, with renewables emerging as a strategic focus.ARCH
Q3 202528 Nov 2025 - Q2 2025 revenue up 13%, EBITDA up 16%, and 11% yield shareholder distributions maintained.ARCH
Q2 202523 Nov 2025 - Q1 2025 revenue up 11%, strong EBITDA, new contracts, and 11% yield dividend launched.ARCH
Q1 202518 Nov 2025 - Strong growth, high shareholder yield, and market leadership in P&A drive resilient performance.ARCH
Pareto Securities' 32nd Annual Energy Conference Presentation10 Sep 2025 - Strong growth in P&A, Argentina drilling, and renewables drives Archer's positive outlook.ARCH
Pareto Securities' 31st annual Energy Conference Presentation13 Jun 2025