NCS Multistage Holdings Inc (NCSM)
NASDAQEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-05
$53.350.00%
Close 2026-09-02 · 1-day change
NASDAQEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · NCSM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
NCS’s Chief Executive Officer, Ryan Hummer, commented, “Our second quarter results reflect the continued execution of our strategy in a dynamic market environment, with revenue growth driven by our p…
Stated in 2 of 2 supplied quarters. Management reported: “NCS’s Chief Executive Officer, Ryan Hummer, commented, “Our second quarter results reflect the continued execution of our strategy in a dynamic market environment, with revenue growth driven by our portfolio of differentiated, technologically advanced products and services, led by a strong performance from Repeat Precision and our U.S. tracer diagnostics offerings.” “We are seeing increased customer engagement across our U.S. completions offerings, with an expected continuation of the operational success at Repeat Precision and a large multi-well, multi-basin fracturing systems project in the United States, for which we expect to begin delivering sliding sleeves in the second half of the year.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Energy names rated weak grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=1774).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“NCS’s Chief Executive Officer, Ryan Hummer, commented, “Our second quarter results reflect the continued execution of our strategy in a dynamic market environment, with revenue growth driven by our p…”
“Looking ahead, we remain confident in our full year 2026 outlook and believe we are well positioned to execute our long-term growth strategy.”
Annual cost synergies are expected to be at least $15 million and be realized within 18 months of closing.
Stated in a supplied disclosure. Management reported: “Annual cost synergies are expected to be at least $15 million and be realized within 18 months of closing.” “The deal is expected to be immediately accretive to adjusted Free Cash Flow per share.”
With our asset-light business model, relatively fixed SG&A, and disciplined capital allocation, we generated free cash flow after distributions in the first quarter of the year, which is typically a…
Stated in 1 of 2 supplied quarters. Management reported: “With our asset-light business model, relatively fixed SG&A, and disciplined capital allocation, we generated free cash flow after distributions in the first quarter of the year, which is typically a period of cash consumption.” “This provides us with the flexibility to invest in growth initiatives to deliver value to our customers and shareholders.” Operating cash flow was $1.280 million in 2026-Q1.
“With our asset-light business model, relatively fixed SG&A, and disciplined capital allocation, we generated free cash flow after distributions in the first quarter of the year, which is typically a…”
Finalize the merger transaction with Weatherford International and integrate operations as a wholly owned subsidiary.
Over the trailing year it converted 0.09x of net income into operating cash flow. Historically, Energy names rated fragile grew net income 37% of the time over the next year (vs 48% for the rest of the cohort, n=993).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
7 material management or governance events in the past 24 months, led by M&A activity. Historically, Energy names rated neutral grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2203).
Not investment advice. As of 2026-11-05.