Every 8-K that NOV Inc. (NOV) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NOV and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NOV filings page.
NOV Inc. reported Q2 2026 revenue of $2.13 billion, up 4% sequentially and down 2% year-over-year. Net income attributable to the company was $112 million, or $0.31 per diluted share, while operating profit rose to $193 million (9.0% margin). Adjusted EBITDA reached $283 million, or 13.3% of sales, including about $40 million of tariff refunds.
Energy Equipment generated $1.22 billion of revenue and $200 million of Adjusted EBITDA (16.4% margin), with bookings of $474 million, a book-to-bill of 74%, and capital equipment backlog of $4.08 billion. Energy Products and Services delivered $974 million of revenue and $144 million of Adjusted EBITDA (14.8% margin).
As of June 30, 2026, cash and cash equivalents were $1,164 million and total debt was $1,706 million, with $1.50 billion available under the revolving credit facility. Free cash flow was negative $64 million in the quarter, while NOV returned $127 million to shareholders via buybacks and dividends. For Q3 2026, management guides revenue to be flat to up 2% year-over-year and Adjusted EBITDA between $240 million and $270 million.
NOV Inc. reported results from its Annual Meeting of Stockholders and announced cash dividends. Stockholders re-elected nine directors to one-year terms through the 2027 annual meeting, ratified Ernst & Young LLP as independent auditor for 2026, and approved on an advisory basis the compensation of named executive officers.
The Board declared a regular quarterly cash dividend of $0.09 per share, payable on June 26, 2026 to stockholders of record on June 12, 2026. It also declared a supplemental cash dividend of $0.09 per share as part of the 2025 return of capital plan, payable on June 12, 2026 to stockholders of record on June 1, 2026.
NOV Inc. reported weaker results for the first quarter of 2026 as Middle East conflict disrupted operations. Revenue was $2.05 billion, down 2% year-over-year, and net income fell to $19 million, or $0.05 per diluted share.
Operating profit dropped to $47 million, while Adjusted EBITDA decreased by $75 million year-over-year to $177 million, or 8.6% of sales. The company estimates the conflict reduced revenue by $54 million and Adjusted EBITDA by $32 million.
Energy Equipment revenue rose 4% to $1.19 billion, but Energy Products and Services revenue declined 10% to $897 million. NOV returned $100 million to shareholders via $67 million of share repurchases and $33 million of dividends and ended the quarter with $1.34 billion of cash and $1.72 billion of total debt.
NOV Inc. issued an operational update indicating that first quarter 2026 results will come in below prior guidance due to disruptions from the war in the Middle East. The company currently expects to report revenues of $2.05 billion, operating profit of $47 million, and Adjusted EBITDA of $177 million for the quarter ended March 31, 2026.
Management estimates the conflict reduced revenue by about $54 million and Adjusted EBITDA by approximately $32 million, mainly from delayed deliveries of capital equipment and products and higher shipping and freight costs. Facilities in the region have not been damaged, and NOV notes its business remains solid elsewhere. Final results will be released after market close on April 27, 2026, followed by a conference call on April 28, 2026.
NOV Inc. filed a current report announcing that its Board of Directors appointed Sanjay K. Chowbey as a director, effective March 17, 2026, with his term expiring at the next annual meeting of stockholders. He will serve on the Board’s Audit Committee and receive the company’s standard compensation for non-employee directors as described in its 2025 proxy statement. Chowbey is President and Chief Executive Officer of Kennametal Inc. and serves on its board, bringing more than 20 years of experience leading global manufacturing and industrial technology businesses. With his appointment, NOV’s Board now has nine directors, eight of whom are independent members.
NOV Inc. reported that director Ben A. Guill has resigned from its Board of Directors. His resignation became effective following the Board meeting on February 19, 2026.
The company states that Mr. Guill is stepping down due to his future personal schedule and other time commitments, and that his departure is not related to any dispute or disagreement over NOV’s operations, policies, or practices. NOV expressed appreciation for his distinguished service and contributions to the company.
NOV Inc. filed a current report to furnish its earnings press release for the quarter ended December 31, 2025 and to announce a related conference call. The press release is provided as Exhibit 99.1, and accompanying investor presentation materials are provided as Exhibit 99.2 and posted on the company’s website.
The filing also includes customary cautionary language that the earnings discussion and presentation contain forward-looking statements subject to risks and uncertainties described in NOV’s SEC filings.
NOV Inc. announced a planned leadership transition. Chairman and Chief Executive Officer Clay C. Williams notified the board that he will resign from the board effective January 1, 2026 and will retire from the company effective February 28, 2026. He will serve in an advisory role until his retirement date and his resignation is stated not to result from any dispute or disagreement with the company or its board.
The board appointed current President and Chief Operating Officer Jose A. Bayardo, age 54, as Chairman, President, and Chief Executive Officer effective January 1, 2026. In connection with this promotion, his annual base salary will increase to $950,000, his target bonus under the incentive compensation plan will rise from 100% to 125% of base salary, and certain salary-based provisions in his employment agreement will be adjusted from 100% to 125%. The company states there are no family relationships or related-party transactions involving Mr. Bayardo that require disclosure.
NOV Inc. furnished a press release announcing earnings for the quarter ended September 30, 2025 and made related presentation materials available. The company also expanded its Board from nine to ten directors and appointed Jose A. Bayardo, its President and Chief Operating Officer, to fill the new seat until the next annual meeting.
Mr. Bayardo will not receive additional compensation for Board service and will not serve on Board committees. Following his appointment, the Board comprises ten directors, eight of whom are independent.