Ranger Energy Services, Inc. (RNGR)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
$16.78-0.83%
Close 2026-09-04 · 1-day change
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · RNGR
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.
Complete integration of American Well Services acquisition and continue building out the ECHO Hybrid Electric Rig fleet with contracted rigs and future deployments.
Stated as a priority in 2 of last 2 quarters. Revenue increased from $159.1 million in 2026-Q1 to $176.5 million in 2026-Q2, with Adjusted EBITDA rising from $23.3 million to $28.6 million. Capital expenditures related to ECHO rig program increased to $24.7 million year to date. Management is delivering on AWS integration and ECHO fleet expansion with sequential growth and investment.
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 3 of the last 3 quarter-over-quarter moves. Historically, Energy names rated strong grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=1735).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“AWS business approaches full integration... announced an award for three additional ECHO rigs to be built with Chevron.”
“Advanced AWS integration activities... starting the construction of fifteen ECHO Hybrid Electric Rigs that were contracted during the quarter.”
Continue disciplined capital allocation including share repurchases and quarterly dividends to return capital to shareholders.
Stated as a priority in 3 of last 3 quarters. The company repurchased 282,900 shares in 2026-Q2 and 38,700 shares in 2026-Q1, totaling 4,641,800 shares repurchased since 2023. Quarterly dividends of $0.06 per share were declared consistently. Management is delivering on disciplined capital allocation with ongoing shareholder returns.
“Repurchased 282,900 shares at average price of $15.84 and declared quarterly dividend of $0.06 per share.”
“Repurchased 38,700 shares at average price of $16.04 and declared quarterly dividend of $0.06 per share.”
“Declared quarterly cash dividend of $0.06 per share payable August 21, 2026.”
Maintain operational readiness and flexibility to scale activity in response to changes in U.S. energy market demand.
Stated as a priority in 3 of last 3 quarters. Revenue increased from $140.6 million in 2025-Q2 to $176.5 million in 2026-Q2, reflecting responsiveness to market activity. Net income showed fluctuations but remained positive. Management consistently emphasizes readiness to respond to evolving U.S. activity levels, with financials showing growth and operational flexibility.
“Our view remains unchanged, Ranger is well positioned to capitalize on continued demand for US energy resources.”
“We believe Ranger is uniquely suited to meet any potential increase in U.S. activity levels and we are prepared to respond quickly.”
“We see continued stability in activity levels during the third quarter, however the fourth quarter is unpredictable.”
Acquire STEP Energy Services' U.S. coiled tubing assets to become second-largest coiled tubing operator and enhance service offerings.
Newly stated in 2026-08-31. Ranger announced acquisition of STEP Energy Services' U.S. coiled tubing assets for approximately $27.5 million, expected to add over $10 million EBITDA in 2027. This strategic acquisition expands Ranger's market position and service capabilities. Financial impact is projected for future periods; integration and delivery are pending.
Continue the capital returns program while managing acquisition-related borrowings.
Over the trailing year it converted 11.61x of net income into operating cash flow. Historically, Energy names rated robust grew net income 57% of the time over the next year (vs 38% for the rest of the cohort, n=996).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=807).
Not investment advice. As of 2026-09-04.