STOCK TITAN

Drilling Tools International Corp. Reports 2026 Second Quarter Results

(Neutral)
Tags

Drilling Tools International (NASDAQ: DTI) reported 2026 second-quarter revenue of $38.1 million, including $29.6 million from tool rentals and $8.5 million from product sales. Net loss attributable to common shareholders was about $1.8 million, or -$0.05 per share. Adjusted net loss was $0.6 million, Adjusted EPS was -$0.02 per share, and Adjusted EBITDA reached $8.4 million. Adjusted free cash flow was $4.1 million. As of June 30, 2026, cash and cash equivalents totaled $2.5 million and Net Debt was $51.7 million.

For full-year 2026, DTI reaffirmed its outlook, targeting revenue of $155–$170 million, Adjusted EBITDA of $35–$45 million, Adjusted EBITDA margin of 23–26%, and Adjusted Free Cash Flow of $17–$22 million. Management highlighted traction for its ClearPath stabilizer technology and ongoing expansion across key international regions.

Loading...
Loading translation...

Positive

  • Adjusted EBITDA of $8.4 million in Q2 2026
  • Adjusted free cash flow of $4.1 million in Q2 2026
  • Net loss narrowed to $1.8 million vs. $2.4 million in Q2 2025
  • SG&A expense reduced to $19.9 million from $21.0 million year over year in Q2
  • Reaffirmed 2026 guidance: revenue $155–$170 million; Adjusted EBITDA $35–$45 million; Adjusted FCF $17–$22 million

Negative

  • Q2 2026 revenue declined to $38.1 million from $39.4 million year over year
  • First-half 2026 revenue down to $76.0 million from $82.3 million year over year
  • Continuing net losses: $1.8 million in Q2 and $3.3 million for first half 2026
  • Negative operating cash flow of $5.5 million for the first half of 2026
  • Net Debt of $51.7 million with revolving credit balance rising to $39.3 million
  • Cash balance declined to $2.5 million at June 30, 2026 from $3.6 million at year-end 2025

News Explained

June 30 financing detail shows DTI relying on a $39,330 thousand revolver alongside debt maturities, while six-month operations used $5,466 thousand of cash.

As a completed report for the period ended June 30, 2026, the release adds financing detail relevant to existing common holders: the balance sheet lists a $39,330 thousand revolving line, $8,957 thousand of long-term debt, and $5,932 thousand of current debt maturities.

DTI defines Adjusted Free Cash Flow as Adjusted EBITDA less gross capital expenditures and explicitly describes it as a performance measure rather than a liquidity measure.

The six-month cash-flow statement reports operating cash use of $5,466 thousand and financing cash provided of $7,971 thousand, including $35,789 thousand of revolver proceeds and $21,459 thousand of repayments. The release also reports 35,282,224 common shares outstanding at June 30 versus 35,156,128 at December 31, without attributing that change to a specific transaction.

Market Context

DTI's recent news reactions ranged from -10.18% to 9.06%, showing varied historical responses. The p...
Analysis

DTI's recent news reactions ranged from -10.18% to 9.06%, showing varied historical responses. The platform also recorded Net Selling insider activity; cash, leverage, and guidance remain relevant review points.

Key Figures

Q2 Revenue: $38.1 million Net Loss: $1.8 million Adjusted Net Loss: $575,000 +5 more
8 metrics
Q2 Revenue $38.1 million Three months ended June 30, 2026
Net Loss $1.8 million Attributable to common stockholders, Q2 2026
Adjusted Net Loss $575,000 Q2 2026
Adjusted EBITDA $8.4 million Q2 2026
Adjusted Free Cash Flow $4.1 million Q2 2026
Cash $2.5 million Cash and cash equivalents as of June 30, 2026
Net Debt $51.7 million As of June 30, 2026
2026 Revenue Guidance $155 million-$170 million Full-year 2026 outlook

Historical Context

5 past events · Latest: Jul 23 (Neutral)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 23 Earnings call schedule Neutral +0.0% Announced second-quarter results release timing and conference call access details.
Jul 07 Property acquisition Neutral +2.8% FCPT acquired a DTI facility for $4.7 million under a long-term lease.
May 07 First-quarter results Neutral -10.2% Reported first-quarter results and reaffirmed full-year 2026 financial guidance.
Apr 23 Earnings call schedule Neutral +6.1% Scheduled first-quarter results disclosure and conference call for May 8.
Mar 05 Year-end results Positive +9.1% Reported 2025 results and provided 2026 revenue and EBITDA outlook ranges.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

DTI's recent news reactions varied, ranging from -10.18% after first-quarter results to +9.06% after year-end results.

Key Terms

adjusted ebitda, adjusted free cash flow, net debt, bottom-hole assembly, +1 more
5 terms
adjusted ebitda financial
"Second quarter Adjusted EBITDA(1) was $8.4 million"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
adjusted free cash flow financial
"Adjusted Free Cash Flow(1)(2) was $4.1 million"
Adjusted free cash flow is the amount of money a company generates from its operations after accounting for essential expenses and investments, like maintaining or upgrading equipment. It shows how much cash is truly available to grow the business, pay debts, or return to shareholders, helping investors see the company's financial health more clearly.
net debt financial
"and Net Debt(1) of $51.7 million"
Net debt is the total amount a company owes after subtracting the cash and assets it has that can be used to pay off that debt. It shows how much debt is truly a burden, helping investors understand if a company is financially healthy or heavily borrowed. Think of it like calculating how much money you owe after using your savings to pay part of it.
View in glossary
bottom-hole assembly technical
"with additions of bottom-hole assembly rigs"
The bottom-hole assembly (BHA) is the lower portion of a drilling string that includes the drill bit and the assortment of tools, motors, stabilizers, sensors and collars immediately above it that steer, support and measure the wellbore while drilling. Think of it as the drill’s “business end” or a specialized tool head: its design determines how quickly, accurately and safely a hole is made and whether the well reaches the intended target, which affects drilling cost, schedule, and the expected productivity of the completed well.
non-gaap financial measure financial
"Each of these metrics is a "non-GAAP financial measure""
A non-GAAP financial measure is a way companies present their financial results that excludes certain expenses or income to show how they believe their core business is performing. It matters because it can give a clearer picture of how the company is really doing, but it can also be used to make results look better than they actually are.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

Reaffirms 2026 Outlook

HOUSTON, Aug. 6, 2026 /PRNewswire/ -- Drilling Tools International Corp. (NASDAQ: DTI) ("DTI" or the "Company"), a global oilfield services company that designs, engineers, manufactures and provides a differentiated, rental-focused offering of tools for use in onshore and offshore horizontal and directional drilling operations, as well as other cutting-edge solutions across the well life cycle, today reported its results for the three months ended June 30, 2026.

For the second quarter of 2026, DTI generated total consolidated revenue of $38.1 million. Second quarter Tool Rental revenue was $29.6 million, and Product Sales revenue totaled approximately $8.5 million. Net Loss attributable to common stockholders for the second quarter was approximately $1.8 million, or a loss of $0.05 per share. Adjusted Net Loss(1) was $575,000 and Adjusted EPS(1) for the second quarter was a loss of $0.02 per share. Second quarter Adjusted EBITDA(1) was $8.4 million and Adjusted Free Cash Flow(1)(2) was $4.1 million. As of June 30, 2026, DTI had $2.5 million of cash and cash equivalents, and Net Debt(1) of $51.7 million.

Wayne Prejean, Chairman of the Board and Chief Executive Officer, stated, "I'm pleased with our performance in the second quarter, which reflects the resilience of our operations, the benefits of our geographic diversification and the durability of our unique platform. Despite softer North American land activity and disruption in the Middle East, we delivered strong results, most notably our Adjusted Free Cash Flow, which improved considerably on both a sequential and year-over-year basis. We are building solid momentum, and it's evident that the strength of our differentiated business model and disciplined execution is creating earnings power that will only grow as activity improves.

"As we look forward, we are encouraged by early signs of recovery in several of the key regions in which we operate. The U.S. land rig count built steadily through the second quarter, adding more than 20 rigs in June alone to finish above the prior-year June level, and added nearly 19 more in July, with additions of bottom-hole assembly rigs, the largest part of our business, outpacing that broader market growth. In Canada, the softness that weighed on activity early in the quarter has abated, with the rig count building through June to finish the quarter above prior-year levels and pointing to a firming market as the year progresses. In Europe and the Gulf of America, our ClearPath stabilizer technology is gaining real traction in offshore markets, where the highest-spec operators are placing a premium on its performance. New awards related to this cutting-edge technology are expected to drive a material step-up in our European contribution in the second half of the year, and we expect these awards to represent the first of many wins to come. In the Middle East, our targeted footprint and specialized product lines have kept demand for our tools steady through a disruptive period, leaving substantial opportunities still ahead of us. Given our confidence in a strong second half to 2026, we are reaffirming our full-year guidance ranges, which represent growth at the midpoint compared to our 2025 results.

 "We are excited about the future and believe we are well positioned to benefit from recent activity trends. We have built a solid foundation, further strengthened by our recent acquisitions, as we continue to penetrate new markets and grow throughout the Eastern Hemisphere. Our differentiated technology portfolio is enabling us to win new business on improving commercial terms, and price-focused customers are returning to DTI as they come to appreciate the value we deliver in the field. As we have done successfully in the past, we will continue to strategically evaluate growth opportunities, including accretive acquisitions that meet our stringent return profile, but always with a disciplined focus on profitable growth and lasting value creation for our shareholders," concluded Prejean.

2026 Full Year Outlook

Revenue


$155 million





 $170 million

Adjusted EBITDA(1)


 $35 million





$45 million

Adjusted EBITDA Margin(1)


23 %





26 %

Adjusted Free Cash Flow(1)(2)


 $17 million





 $22 million










(1)

Adjusted Net Income (Loss), Adjusted Basic EPS, Adjusted Diluted EPS, Adjusted EBITDA, Adjusted EBITDA Margin, Net Debt, and Adjusted Free Cash Flow are non-GAAP financial measures. See "Non-GAAP Financial Measures" at the end of this release for a discussion of reconciliations to the most directly comparable financial measures calculated and presented in accordance with U.S. generally accepted accounting principles ("GAAP").

(2)

Adjusted Free Cash Flow is defined as Adjusted EBITDA less Gross Capital Expenditures.

2026 Second Quarter Conference Call Information

DTI's 2026 second quarter conference call can be accessed live via dial-in or webcast on Friday, August 7, 2026 at 10:00 a.m. Eastern Time (9:00 a.m. Central Time) by dialing 201-389-0869 and asking for the DTI call at least 10 minutes prior to the start time, or via live webcast by logging onto the webcast at this URL address: https://investors.drillingtools.com/news-events/events. An audio replay will be available through August 14, 2026 by dialing 201-612-7415 and using passcode 13761577#. Also, an archive of the webcast will be available shortly after the call at https://investors.drillingtools.com/news-events/events for 90 days. Please submit any questions for management prior to the call via email to DTI@dennardlascar.com.

About Drilling Tools International Corp. 

DTI is a Houston, Texas based leading oilfield services company that manufactures and rents downhole drilling tools used in horizontal and directional drilling of oil and natural gas wells. With roots dating back to 1984, DTI operates from 15 service and support centers across North America and maintains 11 international service and support centers across the EMEA and APAC regions. To learn more about DTI, please visit: www.drillingtools.com.  

Contact:
DTI Investor Relations
Ken Dennard / Natalie Hairston
InvestorRelations@drillingtools.com  

Forward-Looking Statements

This press release may include, and oral statements made from time to time by representatives of the Company may include, "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Statements other than statements of historical fact included in this press release are forward-looking statements. The words "anticipate," "believe," "continue," "could," "estimate," "expect," "intends," "may," "might," "plan," "possible," "potential," "predict," "project," "should," "will," "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward looking. These forward-looking statements include, but are not limited to, statements regarding DTI and its management team's expectations, hopes, beliefs, intentions or strategies regarding the future. In addition, any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements. Forward-looking statements in this press release may include, for example, statements about: (1) the demand for DTI's products and services, which is influenced by the general level activity in the oil and gas industry; (2) DTI's ability to retain its customers, particularly those that contribute to a large portion of its revenue; (3) DTI's ability to employ and retain a sufficient number of skilled and qualified workers, including its key personnel; (4) DTI's ability to source tools and raw materials at a reasonable cost; (5) DTI's ability to market its services in a competitive industry; (6) DTI's ability to execute, integrate and realize the benefits of acquisitions, and manage the resulting growth of its business; (7) potential liability for claims arising from damage or harm caused by the operation of DTI's tools, or otherwise arising from the dangerous activities that are inherent in the oil and gas industry; (8) DTI's ability to obtain additional capital; (9) potential political, regulatory, economic and social disruptions in the countries in which DTI conducts business, including changes in tax laws or tax rates; (10) DTI's dependence on its information technology systems, in particular Customer Order Management Portal and Support System, for the efficient operation of DTI's business; (11) DTI's ability to comply with applicable laws, regulations and rules, including those related to the environment, greenhouse gases and climate change; (12) DTI's ability to maintain an effective system of disclosure controls and internal control over financial reporting; (13) the potential for volatility in the market price of DTI's common stock; (14) the impact of increased legal, accounting, administrative and other costs incurred as a public company, including the impact of possible shareholder litigation; (15) the potential for issuance of additional shares of DTI's common stock or other equity securities; (16) DTI's ability to maintain the listing of its common stock on Nasdaq; and (17) other risks and uncertainties described from time to time in DTI's most recent Forms 10-K, 10-Q and 8-K filed with or furnished to the Securities and Exchange Commission (the "SEC"). You should carefully consider the risks and uncertainties including those described in Part I, Item 1A – "Risk Factors" of our Annual Report on Form 10-K filed on March 6, 2026 and in comparable "Risk Factor" sections of our Quarterly Reports on Form 10-Q filed after such Form 10-K. Such forward-looking statements are based on the beliefs of management of DTI, as well as assumptions made by, and information currently available to DTI's management and are subject to numerous conditions, many of which are beyond the control of DTI. Actual results could differ materially from those contemplated by the forward-looking statements as a result of certain factors detailed in DTI's most recent Forms 10-K, 10-Q and 8-K filed with or furnished to the SEC. All subsequent written or oral forward-looking statements attributable to the Company or persons acting on its behalf are qualified in their entirety by this paragraph. The Company undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.

Drilling Tools International Corp.

Condensed Consolidated Statements of Comprehensive Income (Loss) (Unaudited)

(In thousands of U.S. dollars and rounded)








Three Months Ended June 30,



2026


2025

Revenue, net:





Tool rental


$                 29,572


$                 32,756

Product sale


8,500


6,665

Total revenue, net


38,072


39,421

Costs and other deductions:





Cost of tool rental revenue


7,655


7,402

Cost of product sale revenue


3,258


2,494

Selling, general, and administrative expense


19,896


21,023

Depreciation and amortization expense


6,916


6,830

Interest expense, net


1,111


1,336

Loss (gain) on asset disposal


(2)


85

Goodwill impairment



Other operating and non-operating expense, net


1,106


1,912

Total costs and other deductions


39,940


41,082

Income (loss) before income tax expense


(1,868)


(1,661)

Income tax benefit (expense)


76


(746)

Net income (loss)


$                 (1,792)


$                 (2,407)

Less: Net income (loss) attributable to non-controlling interest


(4)


Net income (loss) attributable to Drilling Tools International shareholders


$                 (1,788)


$                 (2,407)

Basic earnings (loss) per share


$                   (0.05)


$                   (0.07)

Diluted earnings (loss) per share


$                   (0.05)


$                   (0.07)

Basic weighted-average common shares outstanding


35,276,155


35,573,749

Diluted weighted-average common shares outstanding


35,276,155


35,573,749

Comprehensive income (loss):





Net income (loss)


$                 (1,792)


$                 (2,407)

Foreign currency translation adjustment, net of tax


131


2,199

Comprehensive income (loss):


(1,661)


(208)

Less: comprehensive income (loss) attributable to non-controlling interest


(4)


Comprehensive income (loss) attributable to Drilling Tools International shareholders


$                 (1,657)


$                    (208)


Drilling Tools International Corp.

Condensed Consolidated Statements of Comprehensive Income (Loss) (Unaudited)

(In thousands of U.S. dollars and rounded)








Six months ended June 30,



2026


2025

Revenue, net:





Tool rental


$                 58,482


$                 67,289

Product sale


17,549


15,012

Total revenue, net


76,031


82,301

Costs and other deductions:





Cost of tool rental revenue


15,405


15,090

Cost of product sale revenue


6,620


6,051

Selling, general, and administrative expense


40,122


42,633

Depreciation and amortization expense


13,843


13,552

Interest expense, net


2,124


2,645

Loss (gain) on asset disposal


(2)


72

Goodwill impairment



1,901

Other operating and non-operating expense, net


1,882


3,846

Total costs and other deductions


79,994


85,790

Income (loss) before income tax expense


(3,963)


(3,489)

Income tax benefit (expense)


633


(587)

Net income (loss)


$                 (3,330)


$                 (4,076)

Less: Net income (loss) attributable to non-controlling interest


(2)


Net income (loss) attributable to Drilling Tools International shareholders


$                 (3,328)


$                 (4,076)

Basic earnings (loss) per share


$                   (0.09)


$                   (0.11)

Diluted earnings (loss) per share


$                   (0.09)


$                   (0.11)

Basic weighted-average common shares outstanding


35,202,327


35,583,139

Diluted weighted-average common shares outstanding


35,202,327


35,583,139

Comprehensive income (loss):





Net income (loss)


$                 (3,330)


$                 (4,076)

Foreign currency translation adjustment, net of tax


(623)


3,141

Comprehensive income (loss):


(3,953)


(935)

Less: comprehensive income (loss) attributable to non-controlling interest


(2)


Comprehensive income (loss) attributable to Drilling Tools International shareholders


$                 (3,951)


$                    (935)


Drilling Tools International Corp.

Condensed Consolidated Balance Sheets (Unaudited)

(In thousands of U.S. dollars and rounded)




June 30,


December 31,



2026


2025

ASSETS





Current assets





Cash


$     2,520


$          3,648

Accounts receivable, net


43,494


37,683

Related party note receivable, current


1,541


1,541

Inventories


20,160


18,149

Prepaid expenses and other current assets


6,073


3,866

Total current assets


73,788


64,887

Property, plant and equipment, net


71,815


72,602

Operating lease right-of-use asset


24,458


25,181

Intangible assets, net


38,143


39,674

Goodwill, net


14,543


14,616

Deferred financing costs, net


512


468

Related party note receivable, less current portion


4,019


3,836

Deposits and other long-term assets


1,313


917

Total assets


$ 228,591


$     222,181

LIABILITIES AND SHAREHOLDERS' EQUITY





Current liabilities





Accounts payable


$   14,544


$          9,785

Accrued expenses and other current liabilities


8,759


10,711

Current portion of operating lease liabilities


4,639


4,335

Current maturities of long-term debt


5,932


5,989

Total current liabilities


33,874


30,820

Operating lease liabilities, less current portion


20,552


21,494

Revolving line of credit


39,330


25,000

Long-term debt, less current portion


8,957


14,827

Deferred tax liabilities, net


6,157


7,167

Total liabilities


108,870


99,308

Commitments and contingencies





Shareholders' equity





Common stock, $0.0001 par value, shares authorized 125,000,000; issued 36,057,592 and
35,661,297, respectively; outstanding 35,282,224 and 35,156,128, respectively


4


4

Less: Treasury stock at cost, 775,368 and 505,169 shares, respectively


(2,192)


(1,265)

Additional paid-in-capital


132,528


130,801

Accumulated deficit


(10,670)


(7,343)

Accumulated other comprehensive income (loss)


41


664

Total Drilling Tools International shareholder's equity


119,711


122,861

Non-controlling interest


10


12

Total Equity


119,721


122,873

Total liabilities and shareholders' equity


$ 228,591


$     222,181



Drilling Tools International Corp.


Condensed Consolidated Statements of Cash Flows (Unaudited)


(In thousands of U.S. dollars and rounded)









For the six months ended June 30,



2026


2025

Cash flows provided (used in) by operating activities:





Net income (loss)


$                       (3,330)


$                       (4,076)

Adjustments to reconcile net income (loss) to net cash from operating activities:





Depreciation and amortization


13,843


13,552

Amortization of deferred financing costs


85


174

Non-cash lease expense


2,611


2,466

Unrealized loss (gain) on currency translation


(389)


567

Write off of excess and obsolete inventory


11


510

Write off of excess and obsolete property and equipment



195

Provision (recovery) for credit losses


241


356

Deferred tax expense (benefit)


(1,195)


(1,766)

Loss (gain) on sale of property


(2)


72

Gain on sale of lost-in-hole equipment


(7,249)


(5,454)

Stock-based compensation expense


1,627


1,183

Interest income on related party note receivable


(184)


(182)

Goodwill impairment



1,901

Changes in operating assets and liabilities:





Accounts receivable, net


(6,159)


453

Prepaid expenses and other current assets


(3,128)


670

Inventories


(797)


1,291

Operating lease liabilities


(2,446)


(2,250)

Accounts payable


3,485


(3,963)

Accrued expenses and other current liabilities


(2,490)


(1,073)

Net cash flows provided by (used in) operating activities


(5,466)


4,626

Cash flows provided by (used in) investing activities:





Acquisition of a business, net of cash acquired



(5,622)

Purchase of intangible assets


(762)


(1,095)

Proceeds from sale of property, plant, and equipment



38

Purchase of property, plant, and equipment


(11,916)


(12,594)

Proceeds from sale of lost-in-hole equipment


8,992


7,132

Net cash flows provided by (used in) investing activities


(3,686)


(12,141)

Cash flows provided by (used in) financing activities:





Proceeds from exercise of stock options


101


Payment of deferred financing costs


(129)


Purchase of treasury stock


(706)


(608)

Repayment of term loan


(5,163)


(2,500)

Repayment of promissory note


(462)


(442)

Proceeds from revolving line of credit


35,789


33,789

Repayment on revolving line of credit


(21,459)


(27,791)

Net cash flows provided by financing activities


7,971


2,448

Effect of changes in foreign exchange rates


53


27

Net change in cash


(1,128)


(5,040)

Cash at beginning of period


3,648


6,185

Cash at end of period


$                         2,520


$                         1,145







Non-GAAP Financial Measures

This release includes Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Free Cash Flow, Adjusted Free Cash Flow Margin, Net Debt, Adjusted Basic Earnings (Loss) Per Share, Adjusted Diluted Earnings (Loss) Per Share and Adjusted Net Income (Loss) measures. Each of these metrics is a "non-GAAP financial measure" as defined in Regulation G of the Securities Exchange Act of 1934.

Adjusted EBITDA is a supplemental non-GAAP financial measure that is used by management and external users of our financial statements, such as industry analysts, investors, lenders and rating agencies. Adjusted EBITDA is not a measure of net earnings or cash flows as determined by GAAP. We define Adjusted EBITDA as net earnings (loss) before interest, taxes, depreciation and amortization, further adjusted for (i) goodwill and/or long-lived asset impairment charges, (ii) stock-based compensation expense, (iii) restructuring charges, (iv) transaction and integration costs related to acquisitions and (v) other expenses or charges to exclude certain items that we believe are not reflective of ongoing performance of our business.

We believe Adjusted EBITDA and Adjusted EBITDA Margin are useful because they allow us to supplement the GAAP measures in order to more effectively evaluate our operating performance and compare the results of our operations from period to period without regard to our financing methods or capital structure. We exclude the items listed above in arriving at Adjusted EBITDA because these amounts can vary substantially from company to company within our industry depending upon accounting methods and book values of assets, capital structures and the method by which the assets were acquired. Adjusted EBITDA should not be considered as an alternative to, or more meaningful than, net income as determined in accordance with GAAP, or as an indicator of our operating performance or liquidity. Certain items excluded from Adjusted EBITDA are significant components in understanding and assessing a company's financial performance, such as a company's cost of capital and tax structure, as well as the historic costs of depreciable assets, none of which are components of Adjusted EBITDA. Our computations of Adjusted EBITDA may not be comparable to other similarly titled measures of other companies.

Adjusted Free Cash Flow is a supplemental non-GAAP financial measure, and we define Adjusted Free Cash Flow as Adjusted EBITDA less Gross Capital Expenditures. We use Adjusted Free Cash Flow as a financial performance measure for planning, forecasting, and evaluating our performance. We believe that Adjusted Free Cash Flow is useful to enable investors and others to perform comparisons of current and historical performance of the Company. As a performance measure, rather than a liquidity measure, the most closely comparable GAAP measure is net income (loss).

Net Debt is a supplemental non-GAAP financial measure, and we define Net Debt as total debt less cash and cash equivalents. We use Net Debt to determine our outstanding debt obligations that would not be readily satisfied by our cash and cash equivalents on hand. We believe this metric is useful to analysts and investors in determining our leverage position since we have the ability to, and may decide to, use a portion of our cash and cash equivalents to reduce debt. As of June 30, 2026, Net Debt was $51.7 million, calculated as current maturities of long-term debt of $5.9 million, revolving line of credit of $39.3 million and long-term debt, less current portion of $9.0 million, less cash and cash equivalents of $2.5 million.

We define Adjusted Net Income (Loss) as consolidated net income (loss) adjusted for (i) goodwill and/or long-lived asset impairment charges, (ii) restructuring charges, (iii) transaction and integration costs related to acquisitions, (iv) income tax expense (or loss) which is calculated by applying a 25% effective tax rate to adjusted pre-tax income (or loss), and (v) other expenses or charges to exclude certain items that we believe are not reflective of the ongoing performance of our business. We believe Adjusted Net Income (Loss) is useful because it allows us to exclude certain items in evaluating our operating performance.

We define Adjusted Basic Earnings (Loss) and Adjusted Diluted Earnings (Loss) per share as the quotient of adjusted net income (loss) and diluted weighted average common shares. We believe that Adjusted Diluted Earnings (Loss) per share provides useful information to investors because it allows us to exclude non-recurring items in evaluating our operating performance on a diluted per share basis.

This release also includes certain projections of non-GAAP financial measures. The reconciliations of estimated Adjusted EBITDA and estimated Adjusted Free Cash Flow to estimated net income (loss) include estimates of interest expense, income tax expense, depreciation and amortization, management fees, other expense, stock option exercise, goodwill impairment, transaction expense, and capital expenditures, which are difficult to predict and estimate and are primarily dependent on future events.

The following tables and narrative reconciliations of the non-GAAP financial measures of Adjusted EBITDA, Adjusted Free Cash Flow, Net Debt, and Adjusted Net Income to the most directly comparable GAAP financial measures for the periods indicated:

Drilling Tools International Corp.

Reconciliation of GAAP to Non-GAAP Measures (Unaudited)

(In thousands of U.S. dollars and rounded)




Three months ended June 30,



2026


2025

Net income (loss)


$                            (1,792)


$                            (2,407)

Add (deduct):





Income tax expense (benefit)


(76)


746

Depreciation and amortization


6,916


6,830

Interest expense, net


1,111


1,336

Stock option expense


908


642

Management fees


188


188

Loss (gain) on sale of property


(1)


85

Goodwill impairment



Transaction expense


832


215

Other operating and non-operating expense, net


272


1,697

Adjusted EBITDA


$                              8,358


$                              9,332













Six months ended June 30,



2026


2025

Net income (loss)


$                            (3,330)


$                            (4,076)

Add (deduct):





Income tax expense (benefit)


(633)


587

Depreciation and amortization


13,843


13,552

Interest expense, net


2,124


2,645

Stock option expense


1,627


1,183

Management fees


375


375

Loss (gain) on sale of property


(2)


71

Goodwill impairment



1,901

Transaction expense


1,234


947

Other operating and non-operating expense, net


647


2,900

Adjusted EBITDA


$                            15,885


$                            20,085


Drilling Tools International Corp.

Reconciliation of GAAP to Non-GAAP Measures (Unaudited)

(In thousands of U.S. dollars and rounded)








Three months ended June 30,



2026


2025

Net income (loss)


$                            (1,792)


$                            (2,407)

Add (deduct):





Income tax expense (benefit)


(76)


746

Depreciation and amortization


6,916


6,830

Interest expense, net


1,111


1,336

Stock option expense


908


642

Management fees


188


188

Loss (gain) on sale of property


(1)


85

Goodwill impairment



Transaction expense


832


215

Other operating and non-operating expense, net


272


1,697

Capital expenditures


(4,229)


(7,551)

Adjusted Free Cash Flow


$                              4,129


$                              1,781













Six months ended June 30,



2026


2025

Net income (loss)


$                            (3,330)


$                            (4,076)

Add (deduct):





Income tax expense (benefit)


(633)


587

Depreciation and amortization


13,843


13,552

Interest expense, net


2,124


2,645

Stock option expense


1,627


1,183

Management fees


375


375

Loss (gain) on sale of property


(2)


71

Goodwill impairment



1,901

Transaction expense


1,234


947

Other operating and non-operating expense, net


647


2,900

Capital expenditures


(11,916)


(12,594)

Adjusted Free Cash Flow


$                              3,969


$                              7,491


Drilling Tools International Corp.

Reconciliation of GAAP to Non-GAAP Measures (Unaudited)

(In thousands of U.S. dollars and rounded)




Three months ended June 30,



2026


2025

Net income (loss)


$                            (1,792)


$                            (2,407)

Add (deduct):





Transaction expense


832


215

Goodwill impairment



Restructuring charges


48


629

Software implementation


222


316

Income tax expense (benefit)


(76)


746

Adjusted Income Before Tax


$                               (766)


$                               (501)

Adjusted Income tax expense (benefit)


(192)


125

Adjusted Net Income (loss)


$                               (575)


$                               (626)

Adjusted Basic earnings (loss) per share


$                              (0.02)


$                              (0.02)

Adjusted Diluted earnings (loss) per share


$                              (0.02)


$                              (0.02)

Basic weighted-average common shares outstanding


35,276,155


35,573,749

Diluted weighted-average common shares outstanding


35,276,155


35,573,749








Six months ended June 30,



2026


2025

Net income (loss)


$                            (3,330)


$                            (4,076)

Transaction expense


1,234


947

Goodwill impairment



1,901

Restructuring charges


262


998

Software implementation


353


448

Income tax expense (benefit)


(633)


587

Adjusted Income Before Tax


$                            (2,114)


$                                 805

Adjusted Income tax expense (benefit)


(529)


201

Adjusted Net Income (loss)


$                            (1,586)


$                                 604

Adjusted Basic earnings (loss) per share


$                              (0.05)


$                                0.02

Adjusted Diluted earnings (loss) per share


$                              (0.05)


$                                0.02

Basic weighted-average common shares outstanding


35,202,327


35,583,139

Diluted weighted-average common shares outstanding


35,202,327


35,622,914


Drilling Tools International Corp.

Reconciliation of Estimated Consolidated Net Income (Loss) to Adjusted EBITDA

(In thousands of U.S. dollars and rounded)

(Unaudited)



Twelve Months Ended December 31, 2026



Low


High

Net income (loss)


$            (500)


$           1,000

Add (deduct):





Interest expense, net


3,500


4,500

Income tax expense (benefit)


-


1,200

Depreciation and amortization


27,500


30,000

Management fees


700


800

Other expense


800


1,500

Stock option expense


3,000


4,000

Goodwill impairment


-


-

Transaction expense


-


2,000

Adjusted EBITDA


$        35,000


$        45,000

Revenue


155,000


170,000

Adjusted EBITDA Margin


23 %


26 %


Drilling Tools International Corp.             

Reconciliation of Estimated Consolidated Net Income (Loss) to Adjusted Free Cash Flow

(In thousands of U.S. dollars and rounded)

(Unaudited)



Twelve Months Ended December 31, 2026



Low


High

Net income (loss)


$            (500)


$           1,000

Add (deduct):





Interest expense, net


3,500


4,500

Income tax expense (benefit)


-


1,200

Depreciation and amortization


27,500


30,000

Management fees


700


800

Other expense


800


1,500

Stock option expense


3,000


4,000

Goodwill impairment


-


-

Transaction expense


-


2,000

Capital expenditures


(18,000)


(23,000)

Adjusted Free Cash Flow


$        17,000


$        22,000

Adjusted Free Cash Flow Margin


11 %


13 %

 

Cision View original content:https://www.prnewswire.com/news-releases/drilling-tools-international-corp-reports-2026-second-quarter-results-302845086.html

SOURCE Drilling Tools International Corp.

FAQ

What were Drilling Tools International’s (NASDAQ: DTI) Q2 2026 earnings results?

Drilling Tools International reported Q2 2026 revenue of $38.1 million and a net loss of about $1.8 million, or -$0.05 per share. According to DTI, Adjusted EBITDA was $8.4 million and Adjusted EPS showed a smaller loss of -$0.02 per share.

How did DTI’s Q2 2026 revenue compare to Q2 2025?

DTI’s Q2 2026 revenue was $38.1 million, down from $39.4 million in Q2 2025. According to the company, tool rental revenue declined while product sales increased, resulting in slightly lower total revenue but a reduced net loss versus the prior-year quarter.

What is Drilling Tools International’s 2026 full-year outlook after Q2 results?

DTI reaffirmed 2026 guidance for revenue of $155–$170 million and Adjusted EBITDA of $35–$45 million. According to Drilling Tools International, the outlook also includes an Adjusted EBITDA margin of 23–26% and Adjusted Free Cash Flow of $17–$22 million for the full year 2026.

What were DTI’s cash, debt and net debt levels as of June 30, 2026?

As of June 30, 2026, DTI reported cash of $2.5 million and Net Debt of $51.7 million. According to the company, the revolving line of credit balance was $39.3 million, with total liabilities of $108.9 million and shareholder equity of $119.7 million.

How did Drilling Tools International’s cash flow perform in the first half of 2026?

DTI generated negative operating cash flow of $5.5 million in the first half of 2026. According to Drilling Tools International, investing activities used $3.7 million while financing activities provided $8.0 million, resulting in a net cash decrease of about $1.1 million over the period.

What non-GAAP metrics did DTI highlight in its Q2 2026 results?

DTI highlighted non-GAAP metrics including Adjusted EBITDA, Adjusted Net Income (Loss), Adjusted EPS, Adjusted Free Cash Flow and Net Debt. According to Drilling Tools International, Adjusted EBITDA was $8.4 million and Adjusted Free Cash Flow totaled $4.1 million for the second quarter of 2026.

How is DTI’s ClearPath stabilizer technology influencing its 2026 outlook?

DTI reported that its ClearPath stabilizer technology is gaining traction in offshore markets and winning new awards. According to Drilling Tools International, these new awards are expected to support a material step-up in European contributions and underpin confidence in a strong second half of 2026.