Stonegate Updates Coverage on NCS Multistage Holdings, Inc. (NCSM) 2025 Q2
NCS Multistage Holdings (NASDAQ: NCSM) reported strong Q2 2025 performance with total revenues of $36.5M, marking a 22.8% year-over-year increase. The growth was primarily driven by increased fracturing systems activity and frac plug sales in the U.S. and Canada.
The company's U.S. operations showed significant improvement with a 45% sequential revenue increase, while international revenues grew 67.2% sequentially. However, adjusted gross margins declined to 35.7% from 40.3% in Q2 2024. Notable achievements include $2.2M in Adjusted EBITDA and the completion of the ResMetrics acquisition, expected to contribute $4-5M in revenue and $1-1.5M in EBITDA in FY25.
NCS Multistage Holdings (NASDAQ: NCSM) ha riportato una solida performance nel secondo trimestre del 2025 con ricavi totali di 36,5 milioni di dollari, segnando un aumento del 22,8% rispetto all'anno precedente. La crescita è stata principalmente trainata dall'aumento dell'attività nei sistemi di fratturazione e nella vendita di frac plug negli Stati Uniti e in Canada.
Le operazioni statunitensi dell'azienda hanno mostrato un significativo miglioramento con un incremento sequenziale dei ricavi del 45%, mentre i ricavi internazionali sono cresciuti del 67,2% sequenzialmente. Tuttavia, i margini lordi rettificati sono diminuiti al 35,7% rispetto al 40,3% del secondo trimestre 2024. Tra i risultati rilevanti si segnalano un Adjusted EBITDA di 2,2 milioni di dollari e il completamento dell'acquisizione di ResMetrics, che si prevede contribuirà con 4-5 milioni di dollari di ricavi e 1-1,5 milioni di dollari di EBITDA nell'esercizio 2025.
NCS Multistage Holdings (NASDAQ: NCSM) reportó un sólido desempeño en el segundo trimestre de 2025 con ingresos totales de 36,5 millones de dólares, lo que representa un aumento interanual del 22,8%. El crecimiento fue impulsado principalmente por una mayor actividad en sistemas de fracturación y ventas de tapones de fractura en Estados Unidos y Canadá.
Las operaciones de la compañía en EE.UU. mostraron una mejora significativa con un aumento secuencial de ingresos del 45%, mientras que los ingresos internacionales crecieron un 67,2% secuencialmente. Sin embargo, los márgenes brutos ajustados disminuyeron al 35,7% desde el 40,3% en el segundo trimestre de 2024. Entre los logros destacados se incluyen un EBITDA ajustado de 2,2 millones de dólares y la finalización de la adquisición de ResMetrics, que se espera aporte 4-5 millones de dólares en ingresos y 1-1,5 millones de dólares en EBITDA en el año fiscal 2025.
NCS Multistage Holdings (NASDAQ: NCSM)는 2025년 2분기에 총 매출액 3,650만 달러를 기록하며 전년 동기 대비 22.8% 증가한 강력한 실적을 보고했습니다. 이 성장은 주로 미국과 캐나다에서의 프랙처링 시스템 활동 증가와 프랙 플러그 판매에 힘입은 것입니다.
미국 내 사업 부문은 연속 분기 대비 45% 매출 증가를 보였으며, 국제 매출은 67.2% 연속 분기 성장을 기록했습니다. 다만, 조정된 총이익률은 2024년 2분기의 40.3%에서 35.7%로 하락했습니다. 주요 성과로는 220만 달러의 조정 EBITDA와 ResMetrics 인수 완료가 있으며, 이는 2025 회계연도에 400만~500만 달러의 매출과 100만~150만 달러의 EBITDA 기여가 예상됩니다.
NCS Multistage Holdings (NASDAQ : NCSM) a annoncé de solides résultats au deuxième trimestre 2025 avec un chiffre d'affaires total de 36,5 millions de dollars, soit une augmentation de 22,8 % en glissement annuel. Cette croissance a été principalement portée par une activité accrue des systèmes de fracturation et des ventes de bouchons de fracturation aux États-Unis et au Canada.
Les opérations américaines de la société ont connu une amélioration significative avec une augmentation séquentielle des revenus de 45 %, tandis que les revenus internationaux ont progressé de 67,2 % séquentiellement. Toutefois, les marges brutes ajustées ont diminué à 35,7 % contre 40,3 % au deuxième trimestre 2024. Parmi les réalisations notables figurent un EBITDA ajusté de 2,2 millions de dollars et la finalisation de l'acquisition de ResMetrics, qui devrait contribuer à hauteur de 4 à 5 millions de dollars de revenus et 1 à 1,5 million de dollars d'EBITDA pour l'exercice 2025.
NCS Multistage Holdings (NASDAQ: NCSM) meldete eine starke Performance im zweiten Quartal 2025 mit Gesamterlösen von 36,5 Mio. USD, was einem Jahreswachstum von 22,8% entspricht. Das Wachstum wurde hauptsächlich durch eine erhöhte Aktivität bei Fracturing-Systemen und dem Verkauf von Frac-Plugs in den USA und Kanada angetrieben.
Die US-Geschäfte des Unternehmens zeigten eine deutliche Verbesserung mit einem sequentiellen Umsatzanstieg von 45%, während die internationalen Umsätze 67,2% sequenziell wuchsen. Die bereinigte Bruttomarge sank jedoch von 40,3% im zweiten Quartal 2024 auf 35,7%. Zu den bemerkenswerten Erfolgen zählen ein bereinigtes EBITDA von 2,2 Mio. USD und der Abschluss der Übernahme von ResMetrics, die voraussichtlich 4-5 Mio. USD Umsatz und 1-1,5 Mio. USD EBITDA im Geschäftsjahr 2025 beitragen wird.
- Revenue growth of 22.8% year-over-year to $36.5M
- U.S. revenues increased 45% sequentially
- International revenues up 67.2% sequentially
- Strategic acquisition of ResMetrics expected to add $4-5M in revenue and $1-1.5M in EBITDA in FY25
- Positive Adjusted EBITDA of $2.2M
- EPS of $0.34 including $1.4M tax benefit
- Adjusted gross margins declined to 35.7% from 40.3% year-over-year
- 52% sequential revenue decline in Canada due to spring break-up
- International revenues declined year-over-year due to reduced tracer diagnostics work in Middle East
Dallas, Texas--(Newsfile Corp. - August 4, 2025) - NCS Multistage Holdings, Inc. (NASDAQ: NCSM): Stonegate Capital Partners updates their coverage on NCS Multistage Holdings, Inc. (NASDAQ: NCSM). In 2Q25, NCSM reported total revenues of
To view the full announcement, including downloadable images, bios, and more, click here.
Key Takeaways:
- Second quarter revenue rose
23% y/y to$36.5M , driven by strong U.S. and International activity. - Adj. EBITDA improved to
$2.2M ; EPS of$0.34 includes$1.4M tax benefit. - In 2Q25, NCSM closed the acquisition of ResMetrics, adding a high-margin diagnostics business expected to contribute
$4 -5M in revenue and$1 -1.5M in EBITDA in FY25.
Click image above to view full announcement.
About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies.
Contacts:
Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com
Source: Stonegate, Inc.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/261221
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