OIS

Oil States International is set to report Q3 2026 earnings on October 30, with Wall Street expecting a 25% year-over-year EPS increase to $0.10 per share, though revenues are projected to decline 2.6% to $160.9 million. Despite a positive Earnings ESP of +5.26% and a strong historical track record of beating estimates, the stock's Zacks Rank of #4 makes it difficult to predict an earnings beat with confidence.

The oil and gas equipment industry is poised for growth driven by robust oil prices ($88.21/barrel WTI expected in 2026), rising backlogs, and strong demand for drilling and production equipment. Three key players—NOV Inc., Oil States International, and Natural Gas Services Group—are well-positioned to benefit from these favorable industry dynamics, supported by strong balance sheets and decarbonization initiatives.

Kodiak Gas Services is expected to report Q3 2026 earnings of $0.65 per share (up 80.6% YoY) with revenues of $387.16 million (up 20% YoY). However, the company carries a Zacks Rank #4 (Sell) and has a mixed earnings surprise history, beating estimates only once in the last four quarters. With a +2.68% Earnings ESP but weak ranking, it's not considered a compelling earnings-beat candidate.