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Ranger Energy Services Inc (RNGR)
NYSE:RNGR
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Ranger Energy Services (RNGR) AI Stock Analysis

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RNGR

Ranger Energy Services

(NYSE:RNGR)

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Neutral 66 (OpenAI - Gpt-5.6Sol)
Rating:66Neutral
Price Target:
$18.50
▲(15.55% Upside)
Action:Reiterated
Date:07/29/26
RNGR’s score is driven primarily by solid underlying financial stability (notably low leverage) and a strong, upbeat earnings-call outlook with EBITDA growth and guidance above $100M. Offsetting these positives are weak technicals (trading below major moving averages) and only middling valuation support given a P/E of ~23.6 and a modest ~1.65% dividend yield.
Positive Factors
Strong operating growth and EBITDA outlook
Broad-based growth across rigs, ancillary services and wireline is improving operating scale. The EBITDA run-rate above $100 million provides a stronger earnings base over the next several quarters, though execution remains important.
Negative Factors
Thin and compressed margins
Low and declining margins leave limited protection against wage, maintenance and equipment costs. Continued compression would reduce the benefit of revenue growth and make earnings more sensitive to pricing, utilization and the timing of higher-margin work.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong operating growth and EBITDA outlook
Broad-based growth across rigs, ancillary services and wireline is improving operating scale. The EBITDA run-rate above $100 million provides a stronger earnings base over the next several quarters, though execution remains important.
Read all positive factors

Ranger Energy Services (RNGR) vs. SPDR S&P 500 ETF (SPY)

Ranger Energy Services Business Overview & Revenue Model

Company Description
Ranger Energy Services, Inc., founded in 2014 and based in Houston, Texas, delivers crucial onshore support to exploration and production companies throughout the United States. The company's operations are categorized into three main segments: Hi...
How the Company Makes Money
Ranger Energy Services makes money by contracting its oilfield service crews and equipment to oil and gas operators on a job-by-job or time-based basis, generating service revenue tied to customer activity levels in U.S. onshore basins. Its primar...

Ranger Energy Services Earnings Call Summary

Earnings Call Date:Jul 27, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 04, 2026
Earnings Call Sentiment Positive
The earnings call conveyed a constructive operational and financial picture: strong sequential and year-over-year revenue growth, meaningful adjusted EBITDA expansion and an annualized EBITDA run rate above $100M, robust segment-level wins (especially wireline and ancillary lines), clear progress on Echo fleet deployment with customer commitments, and strong Q2 cash generation and share repurchases. Offsetting items include elevated receivables and billing delays, expected margin and top-line softening in the back half for Wireline and some ancillary businesses, a minor High Spec Rig margin drag tied to a sales tax audit and Echo make-ready costs, and normal seasonal risks into Q4. Overall the positives (consistency improvement post-acquisition, multi-segment growth, cash generation, Echo momentum) outweigh the manageable operational and seasonal headwinds.
Positive Updates
Top-line Growth
Total revenue of $177.0M in Q2 2026, up 10.9% sequentially from $159.0M in Q1 2026 and up 25.5% year-over-year from $141.0M in Q2 2025.
Negative Updates
Elevated Receivables and Billing Delays
Receivables and contract assets remained elevated at quarter end due in part to billing delays experienced in June. Management is pursuing automation and collection initiatives to reduce DSO and expects working capital improvements in H2 2026.
Read all updates
Q2-2026 Updates
Negative
Top-line Growth
Total revenue of $177.0M in Q2 2026, up 10.9% sequentially from $159.0M in Q1 2026 and up 25.5% year-over-year from $141.0M in Q2 2025.
Read all positive updates
Company Guidance
Management guided adjusted EBITDA for 2026 to exceed $100 million (they've already passed an annualized adjusted EBITDA run rate >$100M) and said Q3 should be similarly strong to Q2 before the typical Q4 holiday/weather softening; Q2 results cited were total revenue $177.0M (+10.9% QoQ, +25.5% YoY) and adjusted EBITDA $28.6M (16.2% margin, +23% QoQ, +160 bps QoQ expansion). Segment detail/guidance: High Spec Rigs—Q2 revenue $113.0M, 147k rig hours, average rate $772/hr (vs. $731 QoQ, $738 YoY), segment EBITDA $20.6M with ~19% margin and margins expected closer to 20% in Q3; Ancillary—Q2 revenue $44.5M (+13% QoQ, +38% YoY), EBITDA $10.0M (22.5% margin) with coiled tubing, P&A and Torrent each up >20% QoQ; Wireline—Q2 revenue $18.6M (+75% QoQ), 2.56k completed stages, EBITDA $3.6M (19% margin) but management expects back‑half top‑line softness and potential margin compression toward single digits. Capital and cash guidance: full‑year CapEx ≈ $50M (≈ $23M Echo‑related; YTD CapEx $24.7M with $12.7M to Echo), Q2 free cash flow $20M (cash from ops $26.4M), YTD FCF neutral, used $4.5M to repurchase 283k shares in Q2 (4.6M shares repurchased for $52.1M since mid‑2023), and liquidity was $61.3M ($57.1M revolver capacity, $4.2M cash). Echo rollout: first two Echo rigs in field testing expected operational by end‑Q3, company targeting roughly ~1 rig/month to hit the earlier plan (15 rigs by end‑next‑year) and currently has ~20 rigs under contract.

Ranger Energy Services Financial Statement Overview

Summary
Financials are steady but mixed. The balance sheet is a clear strength with low leverage (debt-to-equity ~0.18 TTM) and a growing equity base. Income statement trends show improving TTM revenue (+~6.3%) and positive profitability, but margins are thin and have compressed versus prior years, reducing visibility. Cash flow remains positive (TTM FCF ~$23.4M) but is below 2023–2025 levels and cash conversion has weakened (FCF ~0.32x net income TTM), highlighting cyclicality and working-capital sensitivity.
Income Statement
66
Positive
Balance Sheet
78
Positive
Cash Flow
60
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue606.70M546.90M571.10M636.60M608.50M293.10M
Gross Profit50.60M44.00M54.20M65.00M60.20M-7.00M
EBITDA79.80M65.30M72.70M74.40M67.70M33.50M
Net Income14.30M12.30M18.40M23.80M15.10M8.60M
Balance Sheet
Total Assets467.60M419.30M381.60M378.00M381.60M393.10M
Cash, Cash Equivalents and Short-Term Investments4.20M10.30M40.90M15.70M3.70M600.00K
Total Debt49.10M31.60M22.80M22.30M38.10M83.00M
Total Liabilities164.70M119.20M107.80M106.20M115.40M144.40M
Stockholders Equity302.90M300.10M273.80M271.80M266.20M248.70M
Cash Flow
Free Cash Flow23.40M42.90M50.40M54.30M30.70M-45.00M
Operating Cash Flow60.70M69.00M84.50M90.80M44.50M-39.40M
Investing Cash Flow-87.90M-76.10M-31.10M-29.70M11.30M-36.40M
Financing Cash Flow-17.50M-23.50M-28.20M-49.10M-52.70M73.60M

Ranger Energy Services Technical Analysis

Technical Analysis Sentiment
Positive
Last Price16.01
Price Trends
50DMA
16.02
Positive
100DMA
16.23
Positive
200DMA
15.69
Positive
Market Momentum
MACD
0.12
Positive
RSI
49.07
Neutral
STOCH
19.72
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For RNGR, the sentiment is Positive. The current price of 16.01 is below the 20-day moving average (MA) of 16.65, below the 50-day MA of 16.02, and above the 200-day MA of 15.69, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 49.07 is Neutral, neither overbought nor oversold. The STOCH value of 19.72 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RNGR.

Ranger Energy Services Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
$3.38B35.899.43%23.55%21.73%
66
Neutral
$374.67M25.674.87%1.53%6.08%-38.85%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
62
Neutral
$2.45B70.993.50%1.39%-1.95%-17.11%
56
Neutral
$1.30B-94.07-1.49%-15.14%92.26%
50
Neutral
$850.51M-1.89-56.47%-16.18%-32.58%
50
Neutral
$455.29K1.61-7.15%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RNGR
Ranger Energy Services
16.37
2.46
17.70%
PUMP
Propetro Holding
11.18
6.15
122.27%
WTTR
Select Energy Services
19.54
11.31
137.51%
NESR
National Energy Services Reunited
35.03
25.96
286.22%
ACDC
ProFrac Holding
5.26
1.03
24.35%
NINE
Nine Energy Service, Inc.
10.55
2.35
28.66%

Ranger Energy Services Corporate Events

Business Operations and StrategyFinancial Disclosures
Ranger Energy Highlights Q2 Results and Growth Strategy
Positive
Jul 28, 2026
On July 28, 2026, Ranger Energy Services hosted its second-quarter 2026 results call and released an investor presentation highlighting its scale, financial performance and strategic evolution since its IPO. Management emphasized Ranger’s st...
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Ranger Energy Services posts strong Q2 2026 results
Positive
Jul 27, 2026
On July 27, 2026, Ranger Energy Services reported strong second-quarter 2026 results, with revenue rising to $176.5 million from $159.1 million in the first quarter and $140.6 million a year earlier, driven by higher activity and the AWS acquisiti...
Business Operations and StrategyFinancial Disclosures
Ranger Energy Highlights Growth and Capital Returns Strategy
Positive
Jun 11, 2026
On June 10, 2026, Ranger Energy Services presented at the East Coast IDEAS Investor Conference in New York, outlining its position as the largest well service provider in the Lower 48 and highlighting segment performance, with high-spec rigs drivi...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 29, 2026