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Mar 31, 2022

Ranger Energy Services Q1 2022 Earnings Report

Ranger Energy Services announced Q1 2022 results, with revenue increase driven by High Specification Rigs and Processing Solutions and Ancillary Services segments, while net loss decreased due to a bargain purchase gain in the prior quarter.

Key Takeaways

Ranger Energy Services reported Q1 2022 revenues of $123.6 million, a slight increase from the previous quarter. The company experienced a net loss of $5.7 million, which was an improvement compared to the previous quarter's net income due to a bargain purchase gain in Q4. Adjusted EBITDA increased to $9.6 million, driven by improved gross profit margins in the High-Spec Rig segment.

Quarterly revenues increased by $0.5 million to $123.6 million.

High-Spec Rig revenue grew 9% sequentially, with an operating income increase of $6.8 million.

Net loss decreased by $30.1 million from Q4 net income.

Adjusted EBITDA increased by $0.5 million to $9.6 million.

Total Revenue
$124M
Previous year: $38.3M
+222.7%
EPS
-$0.31
Previous year: -$0.54
-42.6%
Adjusted EBITDA
$9.6M
Previous year: -$200K
-4900.0%
Gross Profit
$4M
Previous year: -$3.8M
-205.3%
Cash and Equivalents
$3.8M
Previous year: $1.5M
+153.3%
Free Cash Flow
-$13.7M
Previous year: -$2.3M
+495.7%
Total Assets
$395M
Previous year: $235M
+67.7%

Ranger Energy Services

Ranger Energy Services

Ranger Energy Services Revenue by Segment

Forward Guidance

Ranger Energy Services expects Q2 revenue to be between $135 million and $145 million with corporate EBITDA margins ranging between 10% and 12%. For full year 2022, the company is increasing its guidance for revenue to be between $540 million and $580 million with full year EBITDA margins of 11% to 13%.

Positive Outlook

  • Q2 revenue is expected to be between $135 million and $145 million.
  • Corporate EBITDA margins for Q2 are projected to range between 10% and 12%.
  • Full year 2022 revenue guidance increased to between $540 million and $580 million.
  • Full year EBITDA margins are expected to be between 11% and 13%.
  • Targeting 15% EBITDA margins by year end.

Challenges Ahead

  • Experienced weather related delays in April, particularly in Northern operations.
  • Seasonal issues during January and February impacted Q1 performance.
  • Supply chain related issues during January and February impacted Q1 performance.
  • Wireline Services’ Q1 performance was impacted by both supply chain and labor utilization issues.
  • Processing Solutions and Ancillary Services segment experienced low January utilization levels.

Revenue & Expenses

Visualization of income flow from segment revenue to net income