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Patterson Uti Energy Inc. (PTEN) Fundamental Analysis & AI Grade 2026

PTEN Nasdaq Drilling Oil & Gas Wells DE CIK: 0000889900
Updated This Month • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
78% Confidence
N/A
C
78% Conf
Pending
Analysis scheduled

📊 PTEN Key Takeaways

Revenue: $1.1B
Net Margin: -2.2%
Free Cash Flow: $-52.8M
Current Ratio: 1.84x
Debt/Equity: 0.39x
EPS: $-0.06
AI Grade: C with 78% confidence
Patterson Uti Energy Inc. (PTEN) receives a C fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.1B, net profit margin of -2.2%, and return on equity (ROE) of -0.8%, Patterson Uti Energy Inc. demonstrates mixed fundamentals in the Energy sector. Below is our complete PTEN stock analysis for 2026.

Is Patterson Uti Energy Inc. (PTEN) a Good Investment?

Claude

Patterson UTI Energy is unprofitable with negative free cash flow of -$52.8M, indicating the business cannot sustain itself internally despite $1.1B in revenue. While the company shows modest operational improvements (EPS +90.2% YoY) and maintains adequate liquidity, it remains unable to cover interest expenses from operations and faces minimal revenue growth in a cyclical drilling downturn.

Patterson Uti Energy Inc. Key Strengths (PTEN)

Claude
  • + Strong liquidity position with 1.84x current ratio and $335.1M cash providing runway
  • + Moderate leverage at 0.39x debt-to-equity ratio offers financial flexibility relative to industry
  • + Positive operating cash flow of $63.9M demonstrates some operational viability despite losses
  • + Significant earnings improvement trend with EPS advancing 90.2% YoY toward breakeven
  • + Solid equity base of $3.2B provides balance sheet cushion against $2.2B liabilities

PTEN Stock Risks: Patterson Uti Energy Inc. Investment Risks

Claude
  • ! Negative free cash flow of -$52.8M unsustainable; company burns cash despite operations
  • ! Operating income and net income both negative; -1.3% operating margin and -2.2% net margin
  • ! Interest coverage ratio of -0.8x means debt service cannot be covered from operations
  • ! Capital expenditure of $116.6M far exceeds operating cash flow of $63.9M, requiring continuous financing
  • ! Negligible 0.7% YoY revenue growth amid cyclical oil and gas drilling sector weakness
  • ! Negative ROE (-0.8%) and ROA (-0.5%) signal poor capital efficiency and asset utilization

Key Metrics to Watch

Claude
  • * Free cash flow trends - path to positive FCF critical to assess sustainability
  • * Operating margin recovery - timeline to return to profitability
  • * Cash depletion rate versus $335M reserve - months of runway remaining
  • * Operating cash flow adequacy relative to capex requirements
  • * Oil and gas commodity prices and drilling rig utilization - sector cycle inflection points

Patterson Uti Energy Inc. (PTEN) Financial Metrics & Key Ratios

Revenue
$1.1B
Net Income
$-24.6M
EPS (Diluted)
$-0.06
Free Cash Flow
$-52.8M
Total Assets
$5.4B
Cash Position
$335.1M

💡 AI Analyst Insight

Patterson Uti Energy Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

PTEN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -1.3%
Net Margin -2.2%
ROE -0.8%
ROA -0.5%
FCF Margin -4.7%

PTEN vs Energy Sector: How Patterson Uti Energy Inc. Compares

How Patterson Uti Energy Inc. compares to Energy sector averages

Net Margin
PTEN -2.2%
vs
Sector Avg 12.0%
PTEN Sector
ROE
PTEN -0.8%
vs
Sector Avg 14.0%
PTEN Sector
Current Ratio
PTEN 1.8x
vs
Sector Avg 1.3x
PTEN Sector
Debt/Equity
PTEN 0.4x
vs
Sector Avg 0.6x
PTEN Sector

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

Is Patterson Uti Energy Inc. Stock Overvalued? PTEN Valuation Analysis 2026

Based on fundamental analysis, Patterson Uti Energy Inc. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
-0.8%
Sector avg: 14%
Net Profit Margin
-2.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.39x
Sector avg: 0.6x

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.

Patterson Uti Energy Inc. Balance Sheet: PTEN Debt, Cash & Liquidity

Current Ratio
1.84x
Quick Ratio
1.63x
Debt/Equity
0.39x
Debt/Assets
40.9%
Interest Coverage
-0.78x
Long-term Debt
$1.2B

PTEN Revenue & Earnings Growth: 5-Year Financial Trend

PTEN 5-year financial data: Year 2021: Revenue $2.5B, Net Income -$425.7M, EPS $-2.10. Year 2022: Revenue $2.6B, Net Income -$803.7M, EPS $-4.27. Year 2023: Revenue $4.1B, Net Income -$654.5M, EPS $-3.36. Year 2024: Revenue $5.3B, Net Income $154.7M, EPS $0.70. Year 2025: Revenue $5.3B, Net Income $246.3M, EPS $0.88.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Patterson Uti Energy Inc.'s revenue has grown significantly by 115% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.88 reflects profitable operations.

PTEN 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
-4.7%
Free cash flow / Revenue

PTEN Quarterly Earnings & Performance

Quarterly financial performance data for Patterson Uti Energy Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.1B $1.0M $0.00
Q3 2025 $1.2B -$36.4M $-0.10
Q2 2025 $1.2B $11.1M $0.03
Q1 2025 $1.3B $1.0M $0.00
Q3 2023 $727.5M $50.0K $0.00
Q2 2023 $622.2M -$6.9M $-0.03
Q1 2023 $509.4M -$28.8M $-0.13
Q3 2022 $357.9M $21.9M $0.25

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

Patterson Uti Energy Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$63.9M
Cash generated from operations
Stock Buybacks
$350.0K
Shares repurchased (TTM)
Capital Expenditures
$116.6M
Investment in assets
Dividends Paid
$38.0M
Returned to shareholders

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

Access official SEC EDGAR filings for Patterson Uti Energy Inc. (CIK: 0000889900)

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 8-K pten-20260526.htm View →
May 19, 2026 8-K d152311d8k.htm View →
May 12, 2026 4 xslF345X06/wk-form4_1778616982.xml View →
May 12, 2026 4 xslF345X06/wk-form4_1778616855.xml View →
May 12, 2026 4 xslF345X06/wk-form4_1778616709.xml View →

Frequently Asked Questions about PTEN

What is the AI rating for PTEN?

Patterson Uti Energy Inc. (PTEN) has an AI grade of C with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PTEN's key strengths?

Claude: Strong liquidity position with 1.84x current ratio and $335.1M cash providing runway. Moderate leverage at 0.39x debt-to-equity ratio offers financial flexibility relative to industry.

What are the risks of investing in PTEN?

Claude: Negative free cash flow of -$52.8M unsustainable; company burns cash despite operations. Operating income and net income both negative; -1.3% operating margin and -2.2% net margin.

What is PTEN's revenue and growth?

Patterson Uti Energy Inc. reported revenue of $1.1B.

Does PTEN pay dividends?

Patterson Uti Energy Inc. pays dividends, with $38.0M distributed to shareholders in the trailing twelve months.

Where can I find PTEN SEC filings?

Official SEC filings for Patterson Uti Energy Inc. (CIK: 0000889900) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PTEN's EPS?

Patterson Uti Energy Inc. has a diluted EPS of $-0.06.

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 grade reflects both perspectives for balanced insights.

What is PTEN's fundamental grade?

Based on our AI fundamental analysis in May 2026, Patterson Uti Energy Inc. has a C grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is PTEN stock overvalued or undervalued?

Valuation metrics for PTEN: ROE of -0.8% (sector avg: 14%), net margin of -2.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is PTEN's AI grade for 2026?

Our dual AI analysis gives Patterson Uti Energy Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PTEN's free cash flow?

Patterson Uti Energy Inc.'s operating cash flow is $63.9M, with capital expenditures of $116.6M. FCF margin is -4.7%.

How does PTEN compare to other Energy stocks?

Vs Energy sector averages: Net margin -2.2% (avg: 12%), ROE -0.8% (avg: 14%), current ratio 1.84 (avg: 1.3).

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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 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI