NOV Inc. (NOV)

Over the past six months, NOV's stock has trended up by 58.11%. Key financial events include Q4 2025 earnings reporting a sequential increase in revenue but a net loss due to higher tax rates and asset impairments, despite strong full-year revenue and adjusted EBITDA. The Energy Equipment segment reported a strong book-to-bill ratio of 141% in Q3 2025. NOV Inc. announced it would discuss its second quarter 2025 financial results on July 29, 2025. Revenue from international markets accounted for 61% of the total in Q1 2025.

Demand for NOV, Inc.'s products and services is primarily influenced by the general level of activity in the global oil and gas industry. High levels of drilling and well remediation typically spur demand. Historically, some of NOV's segments have experienced seasonal trends, with harsh winter weather reducing oilfield operations in certain regions and the annual thaw in Canada making some roads inaccessible. Analysis of seasonal charts suggests a potential "Buy Date" of May 15 and a "Sell Date" of August 25.

NOV, Inc. is a multinational corporation providing equipment, components, and technologies for oil and gas drilling and production, with a significant market share in related manufacturing industries. The company operates through two segments: Energy Equipment and Energy Products and Services, offering a wide range of products and services, including equipment for hydraulic fracture stimulation, coiled tubing and wireline units, and offshore production technologies. NOV is also involved in energy transition solutions, such as offshore wind turbine installation vessel equipment and design, biogas solutions, carbon capture utilization and storage solutions, and hydrogen solutions.

NOV, Inc. has a significant global presence with operations in over 500 locations across six continents. Approximately 61% of its revenue in Q1 2025 came from international markets. The company's employees are distributed globally, with 35% in the United States, 24% in Europe, 14% in Latin America, 11% in the Asia Pacific region, 10% in the Middle East and Africa, 4% in Canada, and 2% in China.

NOV has maintained a strong reputation, evidenced by recognitions such as being named "Best Flexible Pipes Supplier" by Petrobras. Key project wins include being selected by ExxonMobil Guyana to provide an actively heated flexible pipe system and securing a second contract for a Submerged Swivel and Yoke System for an Argentina FLNG development. The company collaborated with AIQ to advance AI-enabled drilling optimization and with Armada to bring AI-powered solutions to the edge. The 2025 NOV Rig Census highlighted a global drilling industry shift toward efficiency and consolidation. The company's drill bit rental business captured additional market share across U.S. land markets, and revenue from NOV's DBS services more than doubled compared to the prior year.

NOV, Inc. is a publicly traded company on the NYSE (NOV), with ownership broadly distributed among institutional investors, company insiders, and the general public. Institutional investors hold approximately 98.51% of the company's total ownership. Major institutional shareholders include Pzena Investment Management LLC, Hotchkis & Wiley Capital Management LLC, BlackRock, Inc., First Eagle Investment Management, LLC, and Vanguard Group Inc. Company insiders hold a relatively small percentage of 1.49%.