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CLB Stock Analysis - Core Laboratories Inc. /DE/ AI Rating

CLB NYSE Oil & Gas Field Services, NEC DE CIK: 0001958086
Recently Updated • Analysis: Mar 22, 2026 • SEC Data: 2025-09-30
AI Rating
HOLD
62% Confidence

📊 CLB Key Takeaways

Revenue: $388.3M
Net Margin: 6.4%
Free Cash Flow: $20.8M
Current Ratio: 2.37x
Debt/Equity: 0.43x
EPS: $0.52
AI Rating: HOLD with 62% confidence

Investment Thesis

Core Laboratories demonstrates solid financial health with strong liquidity (2.37x current ratio) and manageable leverage (0.43x debt/equity), but profitability metrics reveal concerning trends including declining net income (-2.3% YoY), compressed diluted EPS (-14.3% YoY), and modest net margins of 6.4%. Revenue growth of only 2.8% YoY coupled with declining earnings quality suggests the company is facing cyclical headwinds typical of oil & gas services, warranting a cautious stance until margin expansion is demonstrated.

CLB Strengths

  • + Strong liquidity position with 2.37x current ratio and 1.76x quick ratio, indicating solid short-term solvency
  • + Conservative leverage with 0.43x debt/equity ratio and adequate interest coverage of 5.1x, reducing financial distress risk
  • + Positive free cash flow generation of $20.8M with 5.4% FCF margin, supporting dividend capacity and debt service

CLB Risks

  • ! Declining profitability with net income down 2.3% YoY and diluted EPS down 14.3% YoY, indicating earnings pressure
  • ! Anemic revenue growth of 2.8% YoY with modest 6.4% net margin, suggesting limited pricing power or volume challenges
  • ! Low returns on equity (9.1%) and assets (4.2%) indicate capital is not being deployed efficiently relative to sector peers

Key Metrics to Watch

CLB Financial Metrics

Revenue
$388.3M
Net Income
$24.7M
EPS (Diluted)
$0.52
Free Cash Flow
$20.8M
Total Assets
$591.4M
Cash Position
$25.6M

💡 AI Analyst Insight

Strong liquidity with a 2.37x current ratio provides a solid financial cushion.

CLB Profitability Ratios

Gross Margin N/A
Operating Margin 10.5%
Net Margin 6.4%
ROE 9.1%
ROA 4.2%
FCF Margin 5.4%

CLB vs Energy Sector

How Core Laboratories Inc. /DE/ compares to Energy sector averages

Net Margin
CLB 6.4%
vs
Sector Avg 12.0%
CLB Sector
ROE
CLB 9.1%
vs
Sector Avg 14.0%
CLB Sector
Current Ratio
CLB 2.4x
vs
Sector Avg 1.3x
CLB Sector
Debt/Equity
CLB 0.4x
vs
Sector Avg 0.6x
CLB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

CLB Balance Sheet & Liquidity

Current Ratio
2.37x
Quick Ratio
1.76x
Debt/Equity
0.43x
Debt/Assets
0.0%
Interest Coverage
5.10x
Long-term Debt
$117.0M

CLB 5-Year Financial Trend

CLB 5-year financial data: Year 2023: Revenue $509.8M, Net Income $19.7M, EPS $0.42. Year 2024: Revenue $523.8M, Net Income $19.5M, EPS $0.42.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Core Laboratories Inc. /DE/'s revenue has shown modest growth of 3% over the 5-year period. The most recent EPS of $0.42 reflects profitable operations.

CLB Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.4%
Free cash flow / Revenue

CLB Quarterly Performance

Quarterly financial performance data for Core Laboratories Inc. /DE/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $134.4M $11.7M $0.25
Q2 2025 $130.2M $9.0M $0.19
Q1 2025 $123.6M -$154.0K $0.00
Q3 2024 $125.3M $9.3M $0.19
Q2 2024 $127.9M $9.0M $0.19
Q1 2024 $128.4M $2.4M $0.05
Q3 2023 $125.3M $7.5M $0.16
Q2 2023 $120.9M $5.2M $0.11

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CLB Capital Allocation

Operating Cash Flow
$29.1M
Cash generated from operations
Stock Buybacks
$9.8M
Shares repurchased (TTM)
Capital Expenditures
$8.3M
Investment in assets
Dividends Paid
$1.4M
Returned to shareholders

CLB SEC Filings

Access official SEC EDGAR filings for Core Laboratories Inc. /DE/ (CIK: 0001958086)

📋 Recent SEC Filings

Date Form Document Action
Mar 5, 2026 8-K clb-20260227.htm View →
Feb 17, 2026 4 xslF345X05/ownership.xml View →
Feb 17, 2026 4 xslF345X05/ownership.xml View →
Feb 17, 2026 4 xslF345X05/ownership.xml View →
Feb 17, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about CLB

What is the AI rating for CLB?

Core Laboratories Inc. /DE/ (CLB) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CLB's key strengths?

Strong liquidity position with 2.37x current ratio and 1.76x quick ratio, indicating solid short-term solvency. Conservative leverage with 0.43x debt/equity ratio and adequate interest coverage of 5.1x, reducing financial distress risk.

What are the risks of investing in CLB?

Declining profitability with net income down 2.3% YoY and diluted EPS down 14.3% YoY, indicating earnings pressure. Anemic revenue growth of 2.8% YoY with modest 6.4% net margin, suggesting limited pricing power or volume challenges.

What is CLB's revenue and growth?

Core Laboratories Inc. /DE/ reported revenue of $388.3M.

Does CLB pay dividends?

Core Laboratories Inc. /DE/ pays dividends, with $1.4M distributed to shareholders in the trailing twelve months.

Where can I find CLB SEC filings?

Official SEC filings for Core Laboratories Inc. /DE/ (CIK: 0001958086) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CLB's EPS?

Core Laboratories Inc. /DE/ has a diluted EPS of $0.52.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-09-30 | Powered by Claude AI