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Oil States International, Inc. (OIS) Stock Fundamental Analysis & AI Rating 2026

OIS NYSE Oil & Gas Field Machinery & Equipment DE CIK: 0001121484
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
SELL
75% Conf
Pending
Analysis scheduled

📊 OIS Key Takeaways

Revenue: $669.0M
Net Margin: -16.3%
Free Cash Flow: $73.9M
Current Ratio: 1.86x
Debt/Equity: 0.00x
EPS: $-1.86
AI Rating: SELL with 75% confidence
Oil States International, Inc. (OIS) receives a SELL rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $669.0M, net profit margin of -16.3%, and return on equity (ROE) of -19.1%, Oil States International, Inc. demonstrates mixed fundamentals in the Industrial sector. Below is our complete OIS stock analysis for 2026.

Is Oil States International, Inc. (OIS) a Good Investment?

Claude

Oil States is experiencing severe operational losses with negative margins across all profitability metrics, generating -$109.4M net income on $669M revenue, indicating fundamental business challenges. While positive operating cash flow of $105.1M and a fortress balance sheet with minimal debt provide near-term financial runway, the company cannot sustain persistent operating losses without core business recovery. Profitability restoration is not assured.

Why Buy Oil States International, Inc. Stock? OIS Key Strengths

Claude
  • + Strong balance sheet with $573.2M stockholders' equity and only $1.7M long-term debt (Debt/Equity 0.00x)
  • + Positive operating cash flow of $105.1M and free cash flow of $73.9M despite net losses, suggesting cash-generative operations
  • + Robust liquidity position with 1.86x current ratio and $69.9M cash reserves enabling debt service and operations

OIS Stock Risks: Oil States International, Inc. Investment Risks

Claude
  • ! Severe profitability deficit with -$109.4M net income and -16.3% net margin indicating unsustainable business model at current scale
  • ! Negative gross margin of -0.2% suggests fundamental operational/cost structure issues beyond fixed overhead
  • ! Operating losses of -$98M indicate core business economics are broken; requires significant operational restructuring or market recovery
  • ! Cyclical energy sector exposure creates structural headwinds; recovery timeline uncertain

Key Metrics to Watch

Claude
  • * Gross margin and operating margin trends toward profitability (currently -0.2% and -14.6% respectively)
  • * Operating cash flow sustainability as buffer and whether FCF continues to exceed net losses
  • * Revenue growth rate and pricing power in oil & gas equipment market segment

Oil States International, Inc. (OIS) Financial Metrics & Key Ratios

Revenue
$669.0M
Net Income
$-109.4M
EPS (Diluted)
$-1.86
Free Cash Flow
$73.9M
Total Assets
$883.4M
Cash Position
$69.9M

💡 AI Analyst Insight

Oil States International, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

OIS Profit Margin, ROE & Profitability Analysis

Gross Margin -0.2%
Operating Margin -14.6%
Net Margin -16.3%
ROE -19.1%
ROA -12.4%
FCF Margin 11.1%

OIS vs Industrial Sector: How Oil States International, Inc. Compares

How Oil States International, Inc. compares to Industrial sector averages

Net Margin
OIS -16.3%
vs
Sector Avg 10.0%
OIS Sector
ROE
OIS -19.1%
vs
Sector Avg 15.0%
OIS Sector
Current Ratio
OIS 1.9x
vs
Sector Avg 1.8x
OIS Sector
Debt/Equity
OIS 0.0x
vs
Sector Avg 0.7x
OIS Sector

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

Is Oil States International, Inc. Stock Overvalued? OIS Valuation Analysis 2026

Based on fundamental analysis, Oil States International, Inc. has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
-19.1%
Sector avg: 15%
Net Profit Margin
-16.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Oil States International, Inc. Balance Sheet: OIS Debt, Cash & Liquidity

Current Ratio
1.86x
Quick Ratio
1.17x
Debt/Equity
0.00x
Debt/Assets
35.1%
Interest Coverage
-10.24x
Long-term Debt
$1.7M

OIS Revenue & Earnings Growth: 5-Year Financial Trend

OIS 5-year financial data: Year 2021: Revenue $1.0B, Net Income -$231.8M, EPS $-3.90. Year 2022: Revenue $737.7M, Net Income -$468.4M, EPS $-7.83. Year 2023: Revenue $782.3M, Net Income -$64.0M, EPS $-1.06. Year 2024: Revenue $782.3M, Net Income -$9.5M, EPS $-0.15. Year 2025: Revenue $782.3M, Net Income $12.9M, EPS $0.20.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Oil States International, Inc.'s revenue has declined by 23% over the 5-year period, indicating business contraction. The most recent EPS of $0.20 reflects profitable operations.

OIS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.1%
Free cash flow / Revenue

OIS Quarterly Earnings & Performance

Quarterly financial performance data for Oil States International, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $165.2M $1.9M $0.03
Q2 2025 $165.4M $1.3M $0.02
Q1 2025 $159.9M $3.2M $0.05
Q3 2024 $174.3M $4.2M $0.07
Q2 2024 $183.5M $558.0K $0.01
Q1 2024 $167.3M $2.2M $0.03
Q3 2023 $189.4M $2.1M $0.03
Q2 2023 $181.8M $558.0K $0.01

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

Oil States International, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$105.1M
Cash generated from operations
Stock Buybacks
$16.6M
Shares repurchased (TTM)
Capital Expenditures
$31.2M
Investment in assets
Dividends
None
No dividend program

OIS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Oil States International, Inc. (CIK: 0001121484)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 4 xslF345X06/wk-form4_1775053335.xml View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775053173.xml View →
Mar 27, 2026 DEF 14A ois-20260326.htm View →
Mar 26, 2026 10-K/A ois-20251231.htm View →
Mar 23, 2026 8-K ois-20260319.htm View →

Frequently Asked Questions about OIS

What is the AI rating for OIS?

Oil States International, Inc. (OIS) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OIS's key strengths?

Claude: Strong balance sheet with $573.2M stockholders' equity and only $1.7M long-term debt (Debt/Equity 0.00x). Positive operating cash flow of $105.1M and free cash flow of $73.9M despite net losses, suggesting cash-generative operations.

What are the risks of investing in OIS?

Claude: Severe profitability deficit with -$109.4M net income and -16.3% net margin indicating unsustainable business model at current scale. Negative gross margin of -0.2% suggests fundamental operational/cost structure issues beyond fixed overhead.

What is OIS's revenue and growth?

Oil States International, Inc. reported revenue of $669.0M.

Does OIS pay dividends?

Oil States International, Inc. does not currently pay dividends.

Where can I find OIS SEC filings?

Official SEC filings for Oil States International, Inc. (CIK: 0001121484) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OIS's EPS?

Oil States International, Inc. has a diluted EPS of $-1.86.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OIS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Oil States International, Inc. has a SELL rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OIS stock overvalued or undervalued?

Valuation metrics for OIS: ROE of -19.1% (sector avg: 15%), net margin of -16.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy OIS stock in 2026?

Our dual AI analysis gives Oil States International, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OIS's free cash flow?

Oil States International, Inc.'s operating cash flow is $105.1M, with capital expenditures of $31.2M. FCF margin is 11.1%.

How does OIS compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -16.3% (avg: 10%), ROE -19.1% (avg: 15%), current ratio 1.86 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI