Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
RPC, Inc. (RES)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-04
$5.90-1.34%
Close 2026-11-04 · 1-day change
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.25 → 0.30 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for RES yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
5 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Smooth CEO leadership transition | A supporting condition in RPC, Inc.'s published investment case. The stated target is Orderly CEO succession by end 2026. | Improving | Disruptive CEO transition harms operations or strategy | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a cyclical energy-services business with some potential for durable growth through diversified service offerings. The multi-year view is in a watch state: recent results weakened the company’s momentum and quality signals, while the sector backdrop remains supportive.
RES is tagged as stretched and trades at a modest premium to peers, with expectations somewhat above the evidence snapshot’s baseline. The valuation signal reflects a turbulent sector, but not the full combination of expensive valuation, weak performance, and turbulence.
Near term, results may remain uneven: the latest earnings were in line, but recent financial performance is weak and reported operating income turned to a loss, including a non-cash impairment. Revenue across service lines supports management’s diversification priority, while cost discipline and capital deployment show mixed progress; the industry’s elevated miss risk adds uncertainty.
The near-term downside case is a guidance cut on the next call, which could add pressure as estimates are revised. The favorable case depends partly on sector bellwethers such as SLB, BKR, and HAL continuing to report strong results and guide higher; weaker results from those companies could fade the sector tailwind. Over the multi-year view, execution across service lines and improved operating performance remain key swing factors.
Over the next 1 to 3 years, RES’s thesis rests on whether diversified revenue and supportive sector conditions can translate into steadier operating results. The latest evidence is mixed, with weak performance and elevated risk offset by an energy-sector tailwind. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company keeps paying a steady $0.04 dividend per share. |
| Intact |
| dividend per share falls below $0.04 in any quarter |
Dividend per share: $0.04 per share FY2026-Q3; GAAP. Published target: >= $0.04 per share quarterly dividend. Target period is not explicitly aligned with this observation. Oct 29, 20260.04 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 4 supplied quarters. The quarterly dividend remained $0.04 per share in the releases covering 2025-Q4 through 2026-Q3, and year-to-date dividend payments were $26.6 million through 2026-Q3. The repeated declaration and payments show delivery on the stated dividend commitment. Delivery assessment Oct 31, 2026 |
Total operating income improves to positive | A primary condition in RPC, Inc.'s published investment case. The stated target is positive operating income next quarter. | Intact | operating income falls below zero next quarter | Operating income: $-53.773M FY2026-Q3; GAAP. Published target: positive operating income next quarter. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 29, 2026-53,773,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Total revenue growth near 7% sequentially | A primary condition in RPC, Inc.'s published investment case. The stated target is >=6.8% sequential growth next quarter. | Improving | sequential revenue growth falls below 6.8% next quarter | Revenue growth: 4.61% FY2026-Q3; GAAP. Published target: >=6.8% sequential growth next quarter. The stored target says 2026-Q2; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 29, 20264.614597 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Technical Services revenue growth near 7% | Technical Services revenue grew 7%, and profit nearly doubled. | Intact | Technical Services revenue growth falls below 7% next quarter | Technical Services revenue: $444.234M FY2026-Q3; reported segment. Published target: >=7% sequential growth next quarter. Target and observation units differ. Oct 29, 2026444,234,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.25 → $0.30 · observed estimates
$1.88B → $1.85B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.25 | $1,884,775,000 | 4 / 4 |
| 2026-07-25 | $0.24 | $1,874,420,000 | 2 / 3 |
| 2026-07-26 | $0.25 | $1,884,775,000 | 4 / 4 |
| 2026-07-27 | $0.25 | $1,884,775,000 | 4 / 4 |
| 2026-07-28 | $0.25 | $1,884,775,000 | 4 / 4 |
| 2026-07-29 | $0.25 | $1,884,775,000 | 4 / 4 |
| 2026-07-30 | $0.25 | $1,884,775,000 | 4 / 4 |
| 2026-07-31 | $0.24 | $1,874,420,000 | 2 / 3 |
| 2026-08-01 | $0.24 | $1,874,420,000 | 2 / 3 |
| 2026-08-02 | $0.26 | $1,886,775,000 | 4 / 4 |
| 2026-08-03 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-04 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-05 | $0.27 | $1,877,775,000 | 4 / 4 |
| 2026-08-06 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-08 | $0.27 | $1,877,775,000 | 4 / 4 |
| 2026-08-09 | $0.27 | $1,877,775,000 | 4 / 4 |
| 2026-08-10 | $0.27 | $1,877,775,000 | 4 / 4 |
| 2026-08-12 | $0.27 | $1,877,775,000 | 4 / 4 |
| 2026-08-13 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-14 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-15 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-16 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-17 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-18 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-19 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-20 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-21 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-22 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-23 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-24 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-25 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-26 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-27 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-28 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-29 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-30 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-08-31 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-01 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-02 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-03 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-04 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-05 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-06 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-07 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-08 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-09 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-10 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-11 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-12 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-13 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-14 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-15 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-16 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-17 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-18 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-19 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-20 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-21 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-22 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-23 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-24 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-25 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-26 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-27 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-28 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-29 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-09-30 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-10-01 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-10-02 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-10-03 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-10-04 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-10-05 | $0.25 | $1,868,820,000 | 2 / 3 |
| 2026-10-06 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-07 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-08 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-09 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-10 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-11 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-12 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-13 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-14 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-15 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-16 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-17 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-18 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-19 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-20 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-21 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-22 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-23 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-24 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-25 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-26 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-27 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-28 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-29 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-30 | $0.27 | $1,851,660,000 | 2 / 3 |
| 2026-10-31 | $0.29 | $1,856,860,000 | 2 / 3 |
| 2026-11-01 | $0.29 | $1,856,860,000 | 2 / 3 |
| 2026-11-02 | $0.29 | $1,856,860,000 | 2 / 3 |
| 2026-11-03 | $0.30 | $1,853,660,000 | 2 / 3 |
| 2026-11-04 | $0.30 | $1,853,660,000 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 2 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings5 of 5 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.