RPC, Inc. (RES)

In the past six months, RPC, Inc.'s stock has been impacted by several key events. RPC reported Q3 2025 revenues of $447.1 million, an increase of 6% sequentially, with diluted earnings per share of $0.06, resulting in an 11.8% positive stock movement. RPC released its Q4 2025 earnings, reporting an EPS of $0.04, missing analysts' consensus estimates of $0.07, and the stock declined 17.37%. Following the Q4 2025 results, Wall Street Zen downgraded RPC from a "buy" to a "hold" rating, and the Board of Directors declared a regular quarterly cash dividend of $0.04 per share, payable on March 10, 2026.

Demand for RPC, Inc.'s products and services is influenced by seasonal and cyclical factors, including customer drilling-related activity levels. The company has experienced modest revenue declines due to holiday slowdowns and customer budget exhaustion, particularly in December. Crude oil price volatility and forecasted declines in global oil prices impact capital expenditure budgets, affecting demand for RPC's services. The company focuses on less capital-intensive service lines and invests in new technologies to mitigate the cyclical nature of the industry.

RPC, Inc., based in Atlanta, is an oilfield services company providing specialized equipment and services to oil and gas companies. It operates in the Energy sector, focusing on Oil & Gas Equipment & Services. The company is divided into Technical Services, which generates most of the revenue through services like pressure pumping and well control, and Support Services, which provides drill pipe and oilfield training.

RPC, Inc. primarily operates throughout the United States, serving regions including the Gulf of America, mid-continent, southwest, Appalachian, and Rocky Mountain areas. The company also has an international presence in selected markets, including Latin America, the Middle East, and Africa.

RPC, Inc.'s brand reputation is closely tied to its performance within the cyclical oilfield services industry. The company is perceived as a cyclical play influenced by completion and maintenance activity levels. Its Q4 2025 results reflected a slowdown in the oilfield services sector. RPC emphasizes leveraging its strong brands, diversified offerings, disciplined execution, and delivering full cycle returns to maintain its position.

RPC, Inc. has a significant number of institutional owners and shareholders. As of January 23, 2026, there were 467 institutional owners holding a total of 119,885,403 shares. The founding Rollins family, through a "Controlling Group," held approximately 61% of the company's outstanding common stock as of February 14, 2025.