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Sep 30, 2020

Ranger Energy Services Q3 2020 Earnings Report

Ranger Energy Services reported an improved financial performance in Q3 2020, marked by increased revenues, reduced net loss, and enhanced Adjusted EBITDA.

Key Takeaways

Ranger Energy Services announced positive Q3 2020 results, demonstrating sequential growth in revenue, EBITDA, and margin despite a challenging market. The company reported a revenue increase of $3.9 million to $34.6 million, a reduced net loss of $5.7 million, and an improved Adjusted EBITDA of $4.4 million. Ranger's balance sheet remains strong, and the company is optimistic about future growth opportunities.

Net loss and Adjusted EBITDA improved 36% compared to Q2.

Net debt reduced by $4 million, accompanied by increased liquidity.

Monthly sequential revenue and EBITDA increases were achieved throughout Q3.

High Specification Rigs segment revenue increased due to a rise in rig hours and average rig rate.

Total Revenue
$34.6M
Previous year: $84.1M
-58.9%
EPS
-$0.38
Previous year: -$0.06
+533.3%
Adjusted EBITDA
$4.4M
Gross Profit
-$400K
Previous year: $8.3M
-104.8%
Cash and Equivalents
$3.4M
Previous year: $8M
-57.5%
Free Cash Flow
$2.5M
Previous year: $18.5M
-86.5%
Total Assets
$241M
Previous year: $308M
-21.7%

Ranger Energy Services

Ranger Energy Services

Ranger Energy Services Revenue by Segment

Forward Guidance

While it is too early to point to a broad market recovery, Ranger is experiencing significant positive trends within its segments and select basins. The company is optimistic about the future and has moved into the fourth quarter with great momentum.

Positive Outlook

  • Month over month increases in High Specification Rig hours and rates.
  • Increase in active wireline units.
  • Additional contract opportunities from customers scheduled to add frac crews in late Q4 or early 2021.
  • Processing Solutions group has been growing a significant backlog of bid opportunities.
  • Efficient operating model continues to prove successful as demonstrated through consistent margin performance across 2020.

Revenue & Expenses

Visualization of income flow from segment revenue to net income