NOV（NO8）株式概要NOV Inc.は、石油・ガスの掘削および生産、産業および再生可能エネルギー部門向けのシステム、部品、製品を米国内外で設計、建設、製造、販売しています。 詳細NO8 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績1/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より32.1%で取引されている 収益は年間33.76%増加すると予測されています リスク分析財務結果に影響を与える大きな一時的項目 1.73%の配当は利益で十分にカバーされていない 利益率(1%)は昨年より低い(6.7%) すべてのリスクチェックを見るNO8 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€17.902.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-8b12b2016201920222025202620282031Revenue US$9.6bEarnings US$101.0mAdvancedSet Fair ValueView all narrativesNOV Inc. 競合他社Weatherford InternationalSymbol: NasdaqGS:WFRDMarket cap: US$7.8bSBM OffshoreSymbol: ENXTAM:SBMOMarket cap: €5.9bTechnip EnergiesSymbol: ENXTPA:TEMarket cap: €6.4bCNOOC Energy Technology & ServicesSymbol: SHSE:600968Market cap: CN¥42.4b価格と性能株価の高値、安値、推移の概要NOV過去の株価現在の株価US$17.9052週高値US$18.3052週安値US$10.04ベータ0.921ヶ月の変化4.68%3ヶ月変化5.57%1年変化70.31%3年間の変化27.86%5年間の変化36.64%IPOからの変化-8.21%最新ニュースお知らせ • 20h+ 1 more updateNov Declares Quarterly Dividend, Payable on June 26, 2026NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.09 per share of common stock, payable on June 26, 2026 to each stockholder of record on June 12, 2026.お知らせ • Apr 29NOV Inc. Provides Earnings Guidance for the Second Quarter of 2026NOV Inc. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects year-over-year consolidated revenues to decline between 4% to 6%.お知らせ • Apr 16Nov Inc. Provides Consolidated Earnings Guidance for the First Quarter 2026NOV Inc. provided consolidated earnings guidance for the first quarter 2026. For the quarter, the company expects revenue to be $2.05 billion, operating profit of $47 million. The operational disruptions resulting from the war in the Middle East will cause first quarter 2026 revenue and earnings to be below prior guidance.お知らせ • Apr 10NOV Inc., Annual General Meeting, May 20, 2026NOV Inc., Annual General Meeting, May 20, 2026. Location: 10353 richmond avenue, texas 77042, houston United Statesお知らせ • Mar 18NOV Inc. Appoints Sanjay Chowbey to the Board of Directors, Effective March 17, 2026NOV Inc. announced that Sanjay Chowbey has been appointed to the Company’s Board of Directors, effective March 17, 2026. Mr. Chowbey has more than 20 years of experience leading global manufacturing and industrial technology businesses, including in his current role as the President and Chief Executive Officer of Kennametal Inc., a global manufacturer of advanced tooling, wear-resistant materials, and engineered components. Mr. Chowbey also serves on Kennametal Inc.’s board of directors. Prior to his current role, Mr. Chowbey served as the President of Kennametal Inc.’s Metal Cutting segment. Before his time at Kennametal Inc., Mr. Chowbey served in various roles of increasing seniority across several prominent global industrial companies, including as the President of Flowserve Corporation’s Services and Solutions business, as well as roles with Danaher Corporation and Arvin Meritor Inc. Mr. Chowbey is also a member of the Board of Directors for the National Association of Manufacturers (NAM). Mr. Chowbey earned a Bachelor of Science in Mechanical Engineering from B.I.T. in Sindri, India, a Master of Science in Mechanical Engineering from the Tennessee Technological University, and a Master of Business Administration from the Kellogg School of Management at Northwestern University. Mr. Chowbey will serve on NOV Inc.’s Audit Committee upon his appointment to the Board. With the appointment of Mr. Chowbey, the Board is composed of nine directors, eight of whom are independent members.お知らせ • Mar 17NOV Inc. to Report Q1, 2026 Results on Apr 27, 2026NOV Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026最新情報をもっと見るRecent updatesお知らせ • 20h+ 1 more updateNov Declares Quarterly Dividend, Payable on June 26, 2026NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.09 per share of common stock, payable on June 26, 2026 to each stockholder of record on June 12, 2026.お知らせ • Apr 29NOV Inc. Provides Earnings Guidance for the Second Quarter of 2026NOV Inc. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects year-over-year consolidated revenues to decline between 4% to 6%.お知らせ • Apr 16Nov Inc. Provides Consolidated Earnings Guidance for the First Quarter 2026NOV Inc. provided consolidated earnings guidance for the first quarter 2026. For the quarter, the company expects revenue to be $2.05 billion, operating profit of $47 million. The operational disruptions resulting from the war in the Middle East will cause first quarter 2026 revenue and earnings to be below prior guidance.お知らせ • Apr 10NOV Inc., Annual General Meeting, May 20, 2026NOV Inc., Annual General Meeting, May 20, 2026. Location: 10353 richmond avenue, texas 77042, houston United Statesお知らせ • Mar 18NOV Inc. Appoints Sanjay Chowbey to the Board of Directors, Effective March 17, 2026NOV Inc. announced that Sanjay Chowbey has been appointed to the Company’s Board of Directors, effective March 17, 2026. Mr. Chowbey has more than 20 years of experience leading global manufacturing and industrial technology businesses, including in his current role as the President and Chief Executive Officer of Kennametal Inc., a global manufacturer of advanced tooling, wear-resistant materials, and engineered components. Mr. Chowbey also serves on Kennametal Inc.’s board of directors. Prior to his current role, Mr. Chowbey served as the President of Kennametal Inc.’s Metal Cutting segment. Before his time at Kennametal Inc., Mr. Chowbey served in various roles of increasing seniority across several prominent global industrial companies, including as the President of Flowserve Corporation’s Services and Solutions business, as well as roles with Danaher Corporation and Arvin Meritor Inc. Mr. Chowbey is also a member of the Board of Directors for the National Association of Manufacturers (NAM). Mr. Chowbey earned a Bachelor of Science in Mechanical Engineering from B.I.T. in Sindri, India, a Master of Science in Mechanical Engineering from the Tennessee Technological University, and a Master of Business Administration from the Kellogg School of Management at Northwestern University. Mr. Chowbey will serve on NOV Inc.’s Audit Committee upon his appointment to the Board. With the appointment of Mr. Chowbey, the Board is composed of nine directors, eight of whom are independent members.お知らせ • Mar 17NOV Inc. to Report Q1, 2026 Results on Apr 27, 2026NOV Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026お知らせ • Feb 20+ 1 more updateNOV Inc. Increases Regular Quarterly Cash Dividend on Common Stock, Payable on March 27, 2026NOV Inc. announced on February 20, 2026 that its Board of Directors voted to increase its regular quarterly cash dividend by 20% to $0.09 per share of common stock. The quarterly dividend is payable on March 27, 2026 to each stockholder of record on March 13, 2026.お知らせ • Feb 06NOV Inc. Provides Earnings Guidance for the First Quarter of 2026NOV Inc. provided earnings guidance for the first quarter of 2026. For the period, the company expects year-over-year consolidated revenues to decline between 1% to 3%.お知らせ • Jan 07NOV Inc. to Report Q4, 2025 Results on Feb 04, 2026NOV Inc. announced that they will report Q4, 2025 results After-Market on Feb 04, 2026お知らせ • Nov 20+ 1 more updateNov Declares Regular Quarterly Dividend, Payable on December 19, 2025NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on December 19, 2025 to each stockholder of record on December 5, 2025.お知らせ • Oct 28+ 1 more updateNOV Inc. Provides Consolidated Financial Guidance for the Fourth Quarter of 2025NOV Inc. provided consolidated financial guidance for the fourth quarter of 2025. For the fourth quarter of 2025 management expects year-over-year consolidated revenues to decline between five to seven percent.お知らせ • Sep 29NOV Inc. to Report Q3, 2025 Results on Oct 27, 2025NOV Inc. announced that they will report Q3, 2025 results After-Market on Oct 27, 2025お知らせ • Aug 14Nov Inc. Declares Regular Quarterly Cash Dividend on Common Stock, Payable on September 26, 2025NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on September 26, 2025 to each stockholder of record on September 12, 2025.お知らせ • Jun 27NOV Inc. to Report Q2, 2025 Results on Jul 28, 2025NOV Inc. announced that they will report Q2, 2025 results After-Market on Jul 28, 2025お知らせ • May 21+ 1 more updateNOV Inc. Declares Supplemental Cash Dividend, Payable on June 13, 2025NOV Inc. announced that its Board of Directors declared a supplemental cash dividend of $0.21 per share of common stock as part of the Company’s 2024 return of capital plan. The supplemental dividend is payable on June 13, 2025 to each stockholder of record on June 2, 2025.お知らせ • Apr 29Nov Inc. Provides Earnings Guidance for the Second Quarter of 2025NOV Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expected year-over-year consolidated revenues to be down 1% to 4%.お知らせ • Apr 11NOV Inc., Annual General Meeting, May 20, 2025NOV Inc., Annual General Meeting, May 20, 2025. Location: 10353 richmond avenue, tx 77042, houston United Statesお知らせ • Apr 09Greg L. Armstrong and Eric L. Mattson Do Not Re-Nominate as Directors of NOV IncAfter consultation with Mr. Greg L. Armstrong and Mr. Eric L. Mattson, the Nominating/Corporate Governance Committee of NOV Inc. made the decision not to re-nominate Mr. Armstrong or Mr. Mattson as DIRECTORS at the Annual Meeting due to their future personal schedules and other time commitments. Their terms of office will cease at the 2025 Annual Meeting, absent their earlier death, resignation, or removal.お知らせ • Mar 20+ 1 more updateNOV Inc. Announces Chief Financial Officer ChangesNOV Inc. announced key leadership changes within its senior management team pursuant to the Company's long term succession planning. As part of this plan, Jose Bayardo, the Company's Senior Vice President & Chief Financial Officer, has been promoted to President & Chief Operating Officer. Rodney Reed, the Company's President of NOV Process Flow Technologies, has been promoted to Chief Financial Officer. Mr. Bayardo has served in his previous role since joining the Company in 2015. Before joining NOV, he served in senior resource and business development roles at Continental Resources Inc. and in senior operating and finance roles at Complete Production Services Inc., after working in investment banking with J.P. Morgan. He holds a Bachelor of Science in Chemical Engineering from the University of Texas at Austin, a Master of Engineering Management from the McCormick School of Engineering at Northwestern University, and a Master of Business Administration from the Kellogg Graduate School of Management at Northwestern University. Since joining NOV in 2014, Mr. Reed has served as President of NOV’s Process Flow Technologies business unit, President of NOV’s Completion Tools business unit, Vice President of Corporate Development, and Vice President of Internal Audit. Before joining NOV, Mr. Reed served as Senior Manager for Ernst & Young. Mr. Reed holds a bachelor’s degree and a master’s degree in Accounting from Louisiana State University, where he was a two-time First-Team Academic All-American.お知らせ • Mar 18NOV Inc. to Report Q1, 2025 Results on Apr 28, 2025NOV Inc. announced that they will report Q1, 2025 results After-Market on Apr 28, 2025お知らせ • Feb 21NOV Inc. Declares Regular Quarterly Cash Dividend on Common Stock, Payable on March 28, 2025NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on March 28, 2025 to each stockholder of record on March 14, 2025.お知らせ • Feb 06NOV Inc. Provides Earnings Guidance for the First Quarter of 2025NOV Inc. provided earnings guidance for the first quarter of 2025. For the first quarter of 2025 management expects year-over-year consolidated revenues to be down 1 to 3% with Adjusted EBITDA between $235 million and $265 million.お知らせ • Dec 23NOV Inc. to Report Q4, 2024 Results on Feb 04, 2025NOV Inc. announced that they will report Q4, 2024 results After-Market on Feb 04, 2025お知らせ • Dec 16Nov Inc. Appoints Chris Kendall to the Board of DirectorsNOV Inc. announced that Chris Kendall has been appointed to the company’s Board of Directors, effective December 15, 2024. Mr. Kendall has more than 30 years of experience in the global oil and gas industry, including as a director, President, and Chief Executive Officer of Denbury Inc. prior to its acquisition by Exxon Mobil Corporation in November 2023. Prior to joining Denbury, Mr. Kendall was with Noble Energy, serving as the Senior Vice President, Global Operations Services. During his 14-year tenure at Noble Energy, Mr. Kendall held several international and domestic leadership roles, primarily in the Eastern Mediterranean, Latin America, and the Gulf of Mexico regions. Mr. Kendall began his energy career at Mobil Corporation in 1989. He received a Bachelor of Science in Engineering, Civil Specialty from the Colorado School of Mines and graduated from Harvard Business School’s Advanced Management Program. Mr. Kendall currently serves as a director of California Resources Corporation, chair of its Nominating & Corporate Governance Committee, and member of its Audit Committee. He also serves as a director of Carbon TerraVault, a subsidiary of California Resources Corporation. Mr. Kendall will serve on NOV Inc.’s Audit Committee upon his appointment to the board. With the appointment of Mr. Kendall, NOV Inc.’s board of directors is now composed of eleven directors, ten of whom are independent members.お知らせ • Nov 14NOV Inc. Declares Regular Quarterly Dividend, Payable on December 20, 2024NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on December 20, 2024 to each stockholder of record on December 6, 2024.Recent Insider Transactions • Nov 12President of Energy Equipment recently sold €1.1m worth of stockOn the 7th of November, Joseph Rovig sold around 73k shares on-market at roughly €15.20 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$0.33 (vs US$0.29 in 3Q 2023)Third quarter 2024 results: EPS: US$0.33 (up from US$0.29 in 3Q 2023). Revenue: US$2.19b (flat on 3Q 2023). Net income: US$130.0m (up 14% from 3Q 2023). Profit margin: 5.9% (up from 5.2% in 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 06Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 8.4% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).Declared Dividend • Aug 18Second quarter dividend of US$0.075 announcedShareholders will receive a dividend of US$0.075. Ex-date: 13th September 2024 Payment date: 27th September 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 15% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.お知らせ • Aug 15NOV Inc. Declares Regular Quarterly Dividend, Payable on September 27, 2024NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on September 27, 2024 to each stockholder of record on September 13, 2024.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €15.92, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.31 per share.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.57 (vs US$0.39 in 2Q 2023)Second quarter 2024 results: EPS: US$0.57 (up from US$0.39 in 2Q 2023). Revenue: US$2.22b (up 5.9% from 2Q 2023). Net income: US$226.0m (up 46% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26NOV Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Full Year 2024NOV Inc. provided consolidated earnings guidance for the third quarter and full year 2024. For the third quarter management expects year-over-year consolidated revenues to be flat to up in the low- single digit % range. For full year 2024, management anticipates consolidated company revenue growth in the low- to mid-single digit % range.お知らせ • Jun 22NOV Inc. to Report Q2, 2024 Results on Jul 25, 2024NOV Inc. announced that they will report Q2, 2024 results After-Market on Jul 25, 2024Upcoming Dividend • Jun 07Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 8.0% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.8%).Declared Dividend • May 19First quarter dividend of US$0.075 announcedShareholders will receive a dividend of US$0.075. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (8% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 9.4% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 18NOV Inc. Declares Regular Quarterly Cash Dividend, Payable on June 28, 2024NOV Inc. announced that its board of directors declared the regular quarterly cash dividend of $0.075 per share of common stock, payable on June 28, 2024 to each stockholder of record on June 14, 2024.お知らせ • Apr 28NOV Inc. Expects to Increase Its Quarterly Cash Dividend from Quarter Ended June 30, 2024NOV Inc. expects to increase its quarterly cash dividend on its common stock from $0.05 per share to $0.075 per share, a 50% increase. The first increased quarterly dividend of $0.075 per share is anticipated to be paid out during the quarter ended June 30, 2024, however, the declaration and payment of future dividends are subject to the sole discretion of the Company’s Board of Directors.お知らせ • Apr 27+ 1 more updateNOV Inc. (NYSE:NOV) announces an Equity Buyback for $1,000 million worth of its shares.NOV Inc. (NYSE:NOV) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The program will continue for a 3 year period.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$0.30 (vs US$0.32 in 1Q 2023)First quarter 2024 results: EPS: US$0.30 (down from US$0.32 in 1Q 2023). Revenue: US$2.16b (up 9.8% from 1Q 2023). Net income: US$119.0m (down 5.6% from 1Q 2023). Profit margin: 5.5% (down from 6.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 11Cemc Services, LLC completed the acquisition of Ameron Pole Products LLC from NOV Inc. (NYSE:NOV).Cemc Services, LLC entered into a Membership Interest Purchase Agreement to acquire Ameron Pole Products LLC from NOV Inc. (NYSE:NOV) for $180 million on March 8, 2024. Arcosa expects to fund the $180 million purchase price with a combination of cash on-hand and borrowings available under its revolving credit facility. The transaction is subject to customary closing conditions, including the expiration or termination of applicable waiting periods or commitments under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The transaction has been approved by the Arcosa, Inc.’s Board of Directors. For the year ended December 31, 2023, Ameron had revenues of approximately $94 million and Adjusted EBITDA of approximately $20 million, implying a 9.0x EBITDA acquisition multiple. The Transaction is expected to close in the second quarter of 2024.Cemc Services, LLC completed the acquisition of Ameron Pole Products LLC from NOV Inc. (NYSE:NOV) on April 9, 2024. Weil, Gotshal & Manges LLP served as legal advisor to Arcosa.お知らせ • Apr 05NOV Inc., Annual General Meeting, May 15, 2024NOV Inc., Annual General Meeting, May 15, 2024, at 10:00 Central Standard Time. Location: NOV Inc. 10353 Richmond Avenue Houston Texas United States Agenda: To elect ten nominees as directors of the Company for a term of one year; to ratify the appointment of Ernst & Young LLP as independent auditors of the Company for 2024; and approve, on an advisory basis, the compensation of named executive officers.お知らせ • Mar 27NOV Inc. to Report Q1, 2024 Results on Apr 25, 2024NOV Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 25, 2024お知らせ • Mar 11Cemc Services, LLC entered into a Membership Interest Purchase Agreement to acquire Ameron Pole Products LLC from NOV Inc. (NYSE:NOV) for $180 million.Cemc Services, LLC entered into a Membership Interest Purchase Agreement to acquire Ameron Pole Products LLC from NOV Inc. (NYSE:NOV) for $180 million on March 8, 2024. Arcosa expects to fund the $180 million purchase price with a combination of cash on-hand and borrowings available under its revolving credit facility. The transaction is subject to customary closing conditions, including the expiration or termination of applicable waiting periods or commitments under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The transaction has been approved by the Arcosa, Inc.’s Board of Directors. For the year ended December 31, 2023, Ameron had revenues of approximately $94 million and Adjusted EBITDA of approximately $20 million, implying a 9.0x EBITDA acquisition multiple. The Transaction is expected to close in the second quarter of 2024.お知らせ • Mar 07NOV Inc. Appoints Patricia Martinez to the Board of DirectorsNOV Inc. announced the appointment of Patricia Martinez to NOV’s Board of Directors, effective March 6, 2024. Ms. Martinez was the Chief Energy Transition Officer of Enerflex Ltd. from 2021 to 2024 and was formerly President of Enerflex’s Latin American business. Ms. Martinez joined Enerflex in 2014 when the company acquired Axip Energy Services L.P. international assets. At the time of the acquisition, Ms. Martinez was SVP for Axip’s international, a successor of Valerus Compression Services where she was VP of Latin America from 2009 to 2013 and Director of International Ventures from 2007 to 2009. Prior to joining Valerus in 2007, Ms. Martinez held several positions in sales and marketing with Shell Oil Products U.S. from 2003 to 2007. Ms. Martinez began her career at Conoco Argentina (a former Dupont subsidiary), where she worked in sales and marketing between 1996 and 1998. Ms. Martinez received a bachelor’s degree in business administration and marketing from Universidad Argentina de la Empresa and an MBA from Houston Baptist University. Ms. Martinez also serves as a director of Par Pacific Holdings Inc. With the appointment of Ms. Martinez, NOV Inc.’s board of directors is now composed of ten directors, nine of whom are independent members.Upcoming Dividend • Mar 06Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 7.9% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.0%).Declared Dividend • Feb 19Fourth quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (8% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.お知らせ • Feb 15NOV Inc. Declares Regular Quarterly Dividend, Payable on March 28, 2024NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on March 28, 2024 to each stockholder of record on March 14, 2024.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €15.80, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.76 per share.お知らせ • Feb 02NOV Inc. (NYSE:NOV) acquired Extract Production Services, LLC.NOV Inc. (NYSE:NOV) acquired Extract Production Services, LLC on subsequent to quarter end.Reported Earnings • Feb 02Full year 2023 earnings released: EPS: US$2.53 (vs US$0.40 in FY 2022)Full year 2023 results: EPS: US$2.53 (up from US$0.40 in FY 2022). Revenue: US$8.58b (up 19% from FY 2022). Net income: US$993.0m (up US$838.0m from FY 2022). Profit margin: 12% (up from 2.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 01Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.2% to €18.30. The fair value is estimated to be €23.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Jan 18NOV Inc. Appoints Patricia Melcher to the Board of Directors, Effective January 17, 2024NOV Inc. announced that Patricia B. "Patti" Melcher has been appointed to the Company’s Board of Directors, effective January 17, 2024. Ms. Melcher is currently a Managing Partner of EIV Capital, an energy-focused private equity firm she co-founded in 2009. Prior to co-founding EIV Capital, Ms. Melcher founded Allegro Capital Management in 1997, an investment firm which made equity investments in energy companies and provided consulting services. During her tenure at Allegro, she served as interim chief executive officer for Petrocom Energy Group from 2003 to 2004. Ms. Melcher joined SCF Partners at its formation to focus on private equity investments in the oilfield services sector and held positions of increasing responsibility from 1989 to 1994. Ms. Melcher has over 35 years of energy business experience, beginning her career as an investment banker for Simmons & Company International in 1986. Ms. Melcher received a Bachelor of Science in Systems Engineering from the University of Virginia and a Master of Business Administration from Harvard University. With the appointment of Ms. Melcher, NOV Inc.’s board of directors is now composed of nine directors, eight of whom are independent members.Upcoming Dividend • Nov 30Upcoming dividend of US$0.05 per share at 1.1% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 22 December 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.1%).お知らせ • Nov 17NOV Inc. Declares Regular Quarterly Dividend, Payable on December 22, 2023NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on December 22, 2023 to each stockholder of record on December 8, 2023.お知らせ • Oct 27NOV Inc. Announces Executive ChangesNOV Inc. announced the retirement of Isaac Joseph, President of Wellbore Technologies, and Kirk Shelton, President of Completion and Production Solutions, effective December 31, 2023. The Energy Equipment segment will consist of NOV’s longer-cycle capital equipment businesses, including Rig Technologies, Intervention and Stimulation Equipment, and other project-based businesses. Energy Equipment will be led by Joe Rovig, President of Rig Technologies. The Energy Products and Services segment will consist of NOV’s shorter-cycle transactional businesses, including Tuboscope pipe coating and inspection, ReedHycalog drill bits, downhole tools and motors, Grant Prideco drill pipe, MD Totco, and NOV Fiberglass Solutions. Scott Livingston has been appointed to serve as the President of Energy Supply and Services. The reorganization and the appointments of Mr. Rovig and Mr. Livingston will be effective January 1, 2024.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.29 (vs US$0.082 in 3Q 2022)Third quarter 2023 results: EPS: US$0.29 (up from US$0.082 in 3Q 2022). Revenue: US$2.19b (up 16% from 3Q 2022). Net income: US$114.0m (up 256% from 3Q 2022). Profit margin: 5.2% (up from 1.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 13NOV Inc. to Report Q3, 2023 Results on Oct 26, 2023NOV Inc. announced that they will report Q3, 2023 results After-Market on Oct 26, 2023Upcoming Dividend • Sep 07Upcoming dividend of US$0.05 per share at 0.9% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.1%).お知らせ • Aug 18NOV Inc. Declares Regular Quarterly Cash Dividend, Payable on September 29, 2023NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on September 29, 2023 to each stockholder of record on September 15, 2023.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$0.39 (vs US$0.18 in 2Q 2022)Second quarter 2023 results: EPS: US$0.39 (up from US$0.18 in 2Q 2022). Revenue: US$2.09b (up 21% from 2Q 2022). Net income: US$155.0m (up 125% from 2Q 2022). Profit margin: 7.4% (up from 4.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 14NOV Inc. to Report Q2, 2023 Results on Jul 26, 2023NOV Inc. announced that they will report Q2, 2023 results After-Market on Jul 26, 2023Upcoming Dividend • Jun 08Upcoming dividend of US$0.05 per share at 1.3% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.5%).Buying Opportunity • May 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €17.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.お知らせ • May 19+ 1 more updateNOV Inc. Announces Melody Meyer Stepped Down from Her Position as A Non-Executive DirectorBP p.l.c. announced that Melody Meyer non-executive director of the Company, stepped down from her position as a non-executive director of NOV Inc. following the Annual General Meeting of NOV Inc. on 17 May 2023.Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €13.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.94 per share.Buying Opportunity • May 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be €17.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.32 (vs US$0.13 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.32 (up from US$0.13 loss in 1Q 2022). Revenue: US$1.96b (up 27% from 1Q 2022). Net income: US$126.0m (up US$176.0m from 1Q 2022). Profit margin: 6.4% (up from net loss in 1Q 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €19.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €17.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Energy Services industry in Europe. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.62 per share.Upcoming Dividend • Mar 09Upcoming dividend of US$0.05 per share at 0.9% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.7%).Recent Insider Transactions • Mar 05Independent Director recently sold €427k worth of stockOn the 28th of February, Eric Mattson sold around 21k shares on-market at roughly €20.63 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.Reported Earnings • Feb 08Full year 2022 earnings released: EPS: US$0.40 (vs US$0.65 loss in FY 2021)Full year 2022 results: EPS: US$0.40 (up from US$0.65 loss in FY 2021). Revenue: US$7.24b (up 31% from FY 2021). Net income: US$155.0m (up US$405.0m from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Dec 03NOV Inc. to Report Q4, 2022 Results on Feb 06, 2023NOV Inc. announced that they will report Q4, 2022 results After-Market on Feb 06, 2023Upcoming Dividend • Dec 01Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 08 December 2022. Payment date: 23 December 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.6%).Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Robert Welborn was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 04President of Wellbore Technologies recently sold €58k worth of stockOn the 1st of November, Isaac Joseph sold around 3k shares on-market at roughly €23.07 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €197k. Insiders have been net sellers, collectively disposing of €484k more than they bought in the last 12 months.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.082 (vs US$0.18 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.082 (up from US$0.18 loss in 3Q 2021). Revenue: US$1.89b (up 41% from 3Q 2021). Net income: US$32.0m (up US$101.0m from 3Q 2021). Profit margin: 1.7% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 09NOV Inc. to Report Q3, 2022 Results on Oct 27, 2022NOV Inc. announced that they will report Q3, 2022 results After-Market on Oct 27, 2022Upcoming Dividend • Sep 08Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 30 September 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.1%).Recent Insider Transactions • Sep 01Independent Director recently sold €197k worth of stockOn the 29th of August, Gregory Armstrong sold around 10k shares on-market at roughly €19.01 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €475k more than they bought in the last 12 months.お知らせ • Aug 18NOV Inc. Declares Regular Quarterly Cash Dividend, Payable on September 30, 2022NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on September 30, 2022 to each stockholder of record on September 16, 2022.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.18 (vs US$0.067 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.18 (up from US$0.067 loss in 2Q 2021). Revenue: US$1.73b (up 22% from 2Q 2021). Net income: US$69.0m (up US$95.0m from 2Q 2021). Profit margin: 4.0% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Buying Opportunity • Jun 18Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be €20.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 63%.お知らせ • Jun 10NOV Inc. to Report Q2, 2022 Results on Jul 27, 2022NOV Inc. announced that they will report Q2, 2022 results After-Market on Jul 27, 2022Upcoming Dividend • Jun 02Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 24 June 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.4%).Recent Insider Transactions • May 28Independent Director recently sold €176k worth of stockOn the 25th of May, Eric Mattson sold around 10k shares on-market at roughly €17.93 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €278k more than they bought in the last 12 months.お知らせ • May 26NOV Inc. Declares Regular Quarterly Cash Dividend, Payable on June 24, 2022NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on June 24, 2022 to each stockholder of record on June 10, 2022.Reported Earnings • Apr 30First quarter 2022 earnings released: US$0.13 loss per share (vs US$0.30 loss in 1Q 2021)First quarter 2022 results: US$0.13 loss per share (up from US$0.30 loss in 1Q 2021). Revenue: US$1.55b (up 24% from 1Q 2021). Net loss: US$50.0m (loss narrowed 56% from 1Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Robert Welborn was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元NO8DE Energy ServicesDE 市場7D1.1%-3.8%3.2%1Y70.3%50.7%2.5%株主還元を見る業界別リターン: NO8過去 1 年間で50.7 % の収益を上げたGerman Energy Services業界を上回りました。リターン対市場: NO8過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is NO8's price volatile compared to industry and market?NO8 volatilityNO8 Average Weekly Movement7.1%Energy Services Industry Average Movement5.6%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: NO8 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: NO8の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト186231,605Jose Bayardowww.nov.comNOV Inc.は、石油・ガスの掘削および生産、産業および再生可能エネルギー部門向けのシステム、部品、製品を米国内外で設計、建設、製造、販売している。エネルギー機器部門とエネルギー製品・サービス部門の2部門で事業を展開。同社は、固体制御および廃棄物管理機器およびサービス、管理された圧力掘削、掘削流体、プレミアムドリルパイプ、ワイヤーパイプ、掘削最適化サービス、チューブ検査およびコーティングサービス、計装、ダウンホールツール、ドリルビットを提供している。また、坑内多段フラクチャリングツール、圧送車、ブレンダー、サンダー、水和・注入ユニット、フローライン、マニホールド、コイルチュービングユニット、ワイヤーラインユニット・ツール、コネクション、ライナーハンガーなどの水圧破砕刺激用機器・技術、複合パイプ、地上移送ポンプ、スネークポンプ、人工揚水システムなどの陸上生産、浮体式生産システム、海底生産技術などの海洋生産、工業用ポンプやミキサーの製造も行っている。さらに、下部構造物、デリック、マスト、クレーン、ジャッキシステム、パイプ吊り上げ、ラッキング、回転、組立システム、泥水ポンプ、圧力制御装置、駆動装置、発電機、リグ用計装・制御システム、係留、アンカー、甲板荷役機械、洋上風力建設船用機器部品、パイプ敷設・建設システムを提供している。さらに、スペアパーツ、修理、レンタルのほか、包括的な遠隔設備監視、技術サポート、フィールドサービス、顧客トレーニングも提供している。同社は以前National Oilwell Varco, Inc.として知られていたが、2021年1月に社名をNOV Inc.に変更した。NOV Inc.は1862年に設立され、テキサス州ヒューストンに本社を置いている。もっと見るNOV Inc. 基礎のまとめNOV の収益と売上を時価総額と比較するとどうか。NO8 基礎統計学時価総額€6.43b収益（TTM）€78.41m売上高(TTM)€7.49b82.1xPER（株価収益率0.9xP/SレシオNO8 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NO8 損益計算書（TTM）収益US$8.69b売上原価US$6.90b売上総利益US$1.80bその他の費用US$1.70b収益US$91.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.25グロス・マージン20.65%純利益率1.05%有利子負債／自己資本比率27.4%NO8 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.7%現在の配当利回り127%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 14:11終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NOV Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。53 アナリスト機関William SeleskyArgus Research CompanyDaniel LebenBairdJ. David AndersonBarclays50 その他のアナリストを表示
お知らせ • 20h+ 1 more updateNov Declares Quarterly Dividend, Payable on June 26, 2026NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.09 per share of common stock, payable on June 26, 2026 to each stockholder of record on June 12, 2026.
お知らせ • Apr 29NOV Inc. Provides Earnings Guidance for the Second Quarter of 2026NOV Inc. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects year-over-year consolidated revenues to decline between 4% to 6%.
お知らせ • Apr 16Nov Inc. Provides Consolidated Earnings Guidance for the First Quarter 2026NOV Inc. provided consolidated earnings guidance for the first quarter 2026. For the quarter, the company expects revenue to be $2.05 billion, operating profit of $47 million. The operational disruptions resulting from the war in the Middle East will cause first quarter 2026 revenue and earnings to be below prior guidance.
お知らせ • Apr 10NOV Inc., Annual General Meeting, May 20, 2026NOV Inc., Annual General Meeting, May 20, 2026. Location: 10353 richmond avenue, texas 77042, houston United States
お知らせ • Mar 18NOV Inc. Appoints Sanjay Chowbey to the Board of Directors, Effective March 17, 2026NOV Inc. announced that Sanjay Chowbey has been appointed to the Company’s Board of Directors, effective March 17, 2026. Mr. Chowbey has more than 20 years of experience leading global manufacturing and industrial technology businesses, including in his current role as the President and Chief Executive Officer of Kennametal Inc., a global manufacturer of advanced tooling, wear-resistant materials, and engineered components. Mr. Chowbey also serves on Kennametal Inc.’s board of directors. Prior to his current role, Mr. Chowbey served as the President of Kennametal Inc.’s Metal Cutting segment. Before his time at Kennametal Inc., Mr. Chowbey served in various roles of increasing seniority across several prominent global industrial companies, including as the President of Flowserve Corporation’s Services and Solutions business, as well as roles with Danaher Corporation and Arvin Meritor Inc. Mr. Chowbey is also a member of the Board of Directors for the National Association of Manufacturers (NAM). Mr. Chowbey earned a Bachelor of Science in Mechanical Engineering from B.I.T. in Sindri, India, a Master of Science in Mechanical Engineering from the Tennessee Technological University, and a Master of Business Administration from the Kellogg School of Management at Northwestern University. Mr. Chowbey will serve on NOV Inc.’s Audit Committee upon his appointment to the Board. With the appointment of Mr. Chowbey, the Board is composed of nine directors, eight of whom are independent members.
お知らせ • Mar 17NOV Inc. to Report Q1, 2026 Results on Apr 27, 2026NOV Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026
お知らせ • 20h+ 1 more updateNov Declares Quarterly Dividend, Payable on June 26, 2026NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.09 per share of common stock, payable on June 26, 2026 to each stockholder of record on June 12, 2026.
お知らせ • Apr 29NOV Inc. Provides Earnings Guidance for the Second Quarter of 2026NOV Inc. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects year-over-year consolidated revenues to decline between 4% to 6%.
お知らせ • Apr 16Nov Inc. Provides Consolidated Earnings Guidance for the First Quarter 2026NOV Inc. provided consolidated earnings guidance for the first quarter 2026. For the quarter, the company expects revenue to be $2.05 billion, operating profit of $47 million. The operational disruptions resulting from the war in the Middle East will cause first quarter 2026 revenue and earnings to be below prior guidance.
お知らせ • Apr 10NOV Inc., Annual General Meeting, May 20, 2026NOV Inc., Annual General Meeting, May 20, 2026. Location: 10353 richmond avenue, texas 77042, houston United States
お知らせ • Mar 18NOV Inc. Appoints Sanjay Chowbey to the Board of Directors, Effective March 17, 2026NOV Inc. announced that Sanjay Chowbey has been appointed to the Company’s Board of Directors, effective March 17, 2026. Mr. Chowbey has more than 20 years of experience leading global manufacturing and industrial technology businesses, including in his current role as the President and Chief Executive Officer of Kennametal Inc., a global manufacturer of advanced tooling, wear-resistant materials, and engineered components. Mr. Chowbey also serves on Kennametal Inc.’s board of directors. Prior to his current role, Mr. Chowbey served as the President of Kennametal Inc.’s Metal Cutting segment. Before his time at Kennametal Inc., Mr. Chowbey served in various roles of increasing seniority across several prominent global industrial companies, including as the President of Flowserve Corporation’s Services and Solutions business, as well as roles with Danaher Corporation and Arvin Meritor Inc. Mr. Chowbey is also a member of the Board of Directors for the National Association of Manufacturers (NAM). Mr. Chowbey earned a Bachelor of Science in Mechanical Engineering from B.I.T. in Sindri, India, a Master of Science in Mechanical Engineering from the Tennessee Technological University, and a Master of Business Administration from the Kellogg School of Management at Northwestern University. Mr. Chowbey will serve on NOV Inc.’s Audit Committee upon his appointment to the Board. With the appointment of Mr. Chowbey, the Board is composed of nine directors, eight of whom are independent members.
お知らせ • Mar 17NOV Inc. to Report Q1, 2026 Results on Apr 27, 2026NOV Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026
お知らせ • Feb 20+ 1 more updateNOV Inc. Increases Regular Quarterly Cash Dividend on Common Stock, Payable on March 27, 2026NOV Inc. announced on February 20, 2026 that its Board of Directors voted to increase its regular quarterly cash dividend by 20% to $0.09 per share of common stock. The quarterly dividend is payable on March 27, 2026 to each stockholder of record on March 13, 2026.
お知らせ • Feb 06NOV Inc. Provides Earnings Guidance for the First Quarter of 2026NOV Inc. provided earnings guidance for the first quarter of 2026. For the period, the company expects year-over-year consolidated revenues to decline between 1% to 3%.
お知らせ • Jan 07NOV Inc. to Report Q4, 2025 Results on Feb 04, 2026NOV Inc. announced that they will report Q4, 2025 results After-Market on Feb 04, 2026
お知らせ • Nov 20+ 1 more updateNov Declares Regular Quarterly Dividend, Payable on December 19, 2025NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on December 19, 2025 to each stockholder of record on December 5, 2025.
お知らせ • Oct 28+ 1 more updateNOV Inc. Provides Consolidated Financial Guidance for the Fourth Quarter of 2025NOV Inc. provided consolidated financial guidance for the fourth quarter of 2025. For the fourth quarter of 2025 management expects year-over-year consolidated revenues to decline between five to seven percent.
お知らせ • Sep 29NOV Inc. to Report Q3, 2025 Results on Oct 27, 2025NOV Inc. announced that they will report Q3, 2025 results After-Market on Oct 27, 2025
お知らせ • Aug 14Nov Inc. Declares Regular Quarterly Cash Dividend on Common Stock, Payable on September 26, 2025NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on September 26, 2025 to each stockholder of record on September 12, 2025.
お知らせ • Jun 27NOV Inc. to Report Q2, 2025 Results on Jul 28, 2025NOV Inc. announced that they will report Q2, 2025 results After-Market on Jul 28, 2025
お知らせ • May 21+ 1 more updateNOV Inc. Declares Supplemental Cash Dividend, Payable on June 13, 2025NOV Inc. announced that its Board of Directors declared a supplemental cash dividend of $0.21 per share of common stock as part of the Company’s 2024 return of capital plan. The supplemental dividend is payable on June 13, 2025 to each stockholder of record on June 2, 2025.
お知らせ • Apr 29Nov Inc. Provides Earnings Guidance for the Second Quarter of 2025NOV Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expected year-over-year consolidated revenues to be down 1% to 4%.
お知らせ • Apr 11NOV Inc., Annual General Meeting, May 20, 2025NOV Inc., Annual General Meeting, May 20, 2025. Location: 10353 richmond avenue, tx 77042, houston United States
お知らせ • Apr 09Greg L. Armstrong and Eric L. Mattson Do Not Re-Nominate as Directors of NOV IncAfter consultation with Mr. Greg L. Armstrong and Mr. Eric L. Mattson, the Nominating/Corporate Governance Committee of NOV Inc. made the decision not to re-nominate Mr. Armstrong or Mr. Mattson as DIRECTORS at the Annual Meeting due to their future personal schedules and other time commitments. Their terms of office will cease at the 2025 Annual Meeting, absent their earlier death, resignation, or removal.
お知らせ • Mar 20+ 1 more updateNOV Inc. Announces Chief Financial Officer ChangesNOV Inc. announced key leadership changes within its senior management team pursuant to the Company's long term succession planning. As part of this plan, Jose Bayardo, the Company's Senior Vice President & Chief Financial Officer, has been promoted to President & Chief Operating Officer. Rodney Reed, the Company's President of NOV Process Flow Technologies, has been promoted to Chief Financial Officer. Mr. Bayardo has served in his previous role since joining the Company in 2015. Before joining NOV, he served in senior resource and business development roles at Continental Resources Inc. and in senior operating and finance roles at Complete Production Services Inc., after working in investment banking with J.P. Morgan. He holds a Bachelor of Science in Chemical Engineering from the University of Texas at Austin, a Master of Engineering Management from the McCormick School of Engineering at Northwestern University, and a Master of Business Administration from the Kellogg Graduate School of Management at Northwestern University. Since joining NOV in 2014, Mr. Reed has served as President of NOV’s Process Flow Technologies business unit, President of NOV’s Completion Tools business unit, Vice President of Corporate Development, and Vice President of Internal Audit. Before joining NOV, Mr. Reed served as Senior Manager for Ernst & Young. Mr. Reed holds a bachelor’s degree and a master’s degree in Accounting from Louisiana State University, where he was a two-time First-Team Academic All-American.
お知らせ • Mar 18NOV Inc. to Report Q1, 2025 Results on Apr 28, 2025NOV Inc. announced that they will report Q1, 2025 results After-Market on Apr 28, 2025
お知らせ • Feb 21NOV Inc. Declares Regular Quarterly Cash Dividend on Common Stock, Payable on March 28, 2025NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on March 28, 2025 to each stockholder of record on March 14, 2025.
お知らせ • Feb 06NOV Inc. Provides Earnings Guidance for the First Quarter of 2025NOV Inc. provided earnings guidance for the first quarter of 2025. For the first quarter of 2025 management expects year-over-year consolidated revenues to be down 1 to 3% with Adjusted EBITDA between $235 million and $265 million.
お知らせ • Dec 23NOV Inc. to Report Q4, 2024 Results on Feb 04, 2025NOV Inc. announced that they will report Q4, 2024 results After-Market on Feb 04, 2025
お知らせ • Dec 16Nov Inc. Appoints Chris Kendall to the Board of DirectorsNOV Inc. announced that Chris Kendall has been appointed to the company’s Board of Directors, effective December 15, 2024. Mr. Kendall has more than 30 years of experience in the global oil and gas industry, including as a director, President, and Chief Executive Officer of Denbury Inc. prior to its acquisition by Exxon Mobil Corporation in November 2023. Prior to joining Denbury, Mr. Kendall was with Noble Energy, serving as the Senior Vice President, Global Operations Services. During his 14-year tenure at Noble Energy, Mr. Kendall held several international and domestic leadership roles, primarily in the Eastern Mediterranean, Latin America, and the Gulf of Mexico regions. Mr. Kendall began his energy career at Mobil Corporation in 1989. He received a Bachelor of Science in Engineering, Civil Specialty from the Colorado School of Mines and graduated from Harvard Business School’s Advanced Management Program. Mr. Kendall currently serves as a director of California Resources Corporation, chair of its Nominating & Corporate Governance Committee, and member of its Audit Committee. He also serves as a director of Carbon TerraVault, a subsidiary of California Resources Corporation. Mr. Kendall will serve on NOV Inc.’s Audit Committee upon his appointment to the board. With the appointment of Mr. Kendall, NOV Inc.’s board of directors is now composed of eleven directors, ten of whom are independent members.
お知らせ • Nov 14NOV Inc. Declares Regular Quarterly Dividend, Payable on December 20, 2024NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on December 20, 2024 to each stockholder of record on December 6, 2024.
Recent Insider Transactions • Nov 12President of Energy Equipment recently sold €1.1m worth of stockOn the 7th of November, Joseph Rovig sold around 73k shares on-market at roughly €15.20 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$0.33 (vs US$0.29 in 3Q 2023)Third quarter 2024 results: EPS: US$0.33 (up from US$0.29 in 3Q 2023). Revenue: US$2.19b (flat on 3Q 2023). Net income: US$130.0m (up 14% from 3Q 2023). Profit margin: 5.9% (up from 5.2% in 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 06Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 8.4% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).
Declared Dividend • Aug 18Second quarter dividend of US$0.075 announcedShareholders will receive a dividend of US$0.075. Ex-date: 13th September 2024 Payment date: 27th September 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 15% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Aug 15NOV Inc. Declares Regular Quarterly Dividend, Payable on September 27, 2024NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of $0.075 per share of common stock, payable on September 27, 2024 to each stockholder of record on September 13, 2024.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €15.92, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.31 per share.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.57 (vs US$0.39 in 2Q 2023)Second quarter 2024 results: EPS: US$0.57 (up from US$0.39 in 2Q 2023). Revenue: US$2.22b (up 5.9% from 2Q 2023). Net income: US$226.0m (up 46% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26NOV Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Full Year 2024NOV Inc. provided consolidated earnings guidance for the third quarter and full year 2024. For the third quarter management expects year-over-year consolidated revenues to be flat to up in the low- single digit % range. For full year 2024, management anticipates consolidated company revenue growth in the low- to mid-single digit % range.
お知らせ • Jun 22NOV Inc. to Report Q2, 2024 Results on Jul 25, 2024NOV Inc. announced that they will report Q2, 2024 results After-Market on Jul 25, 2024
Upcoming Dividend • Jun 07Upcoming dividend of US$0.075 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 8.0% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.8%).
Declared Dividend • May 19First quarter dividend of US$0.075 announcedShareholders will receive a dividend of US$0.075. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (8% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 9.4% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 18NOV Inc. Declares Regular Quarterly Cash Dividend, Payable on June 28, 2024NOV Inc. announced that its board of directors declared the regular quarterly cash dividend of $0.075 per share of common stock, payable on June 28, 2024 to each stockholder of record on June 14, 2024.
お知らせ • Apr 28NOV Inc. Expects to Increase Its Quarterly Cash Dividend from Quarter Ended June 30, 2024NOV Inc. expects to increase its quarterly cash dividend on its common stock from $0.05 per share to $0.075 per share, a 50% increase. The first increased quarterly dividend of $0.075 per share is anticipated to be paid out during the quarter ended June 30, 2024, however, the declaration and payment of future dividends are subject to the sole discretion of the Company’s Board of Directors.
お知らせ • Apr 27+ 1 more updateNOV Inc. (NYSE:NOV) announces an Equity Buyback for $1,000 million worth of its shares.NOV Inc. (NYSE:NOV) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The program will continue for a 3 year period.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$0.30 (vs US$0.32 in 1Q 2023)First quarter 2024 results: EPS: US$0.30 (down from US$0.32 in 1Q 2023). Revenue: US$2.16b (up 9.8% from 1Q 2023). Net income: US$119.0m (down 5.6% from 1Q 2023). Profit margin: 5.5% (down from 6.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 11Cemc Services, LLC completed the acquisition of Ameron Pole Products LLC from NOV Inc. (NYSE:NOV).Cemc Services, LLC entered into a Membership Interest Purchase Agreement to acquire Ameron Pole Products LLC from NOV Inc. (NYSE:NOV) for $180 million on March 8, 2024. Arcosa expects to fund the $180 million purchase price with a combination of cash on-hand and borrowings available under its revolving credit facility. The transaction is subject to customary closing conditions, including the expiration or termination of applicable waiting periods or commitments under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The transaction has been approved by the Arcosa, Inc.’s Board of Directors. For the year ended December 31, 2023, Ameron had revenues of approximately $94 million and Adjusted EBITDA of approximately $20 million, implying a 9.0x EBITDA acquisition multiple. The Transaction is expected to close in the second quarter of 2024.Cemc Services, LLC completed the acquisition of Ameron Pole Products LLC from NOV Inc. (NYSE:NOV) on April 9, 2024. Weil, Gotshal & Manges LLP served as legal advisor to Arcosa.
お知らせ • Apr 05NOV Inc., Annual General Meeting, May 15, 2024NOV Inc., Annual General Meeting, May 15, 2024, at 10:00 Central Standard Time. Location: NOV Inc. 10353 Richmond Avenue Houston Texas United States Agenda: To elect ten nominees as directors of the Company for a term of one year; to ratify the appointment of Ernst & Young LLP as independent auditors of the Company for 2024; and approve, on an advisory basis, the compensation of named executive officers.
お知らせ • Mar 27NOV Inc. to Report Q1, 2024 Results on Apr 25, 2024NOV Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 25, 2024
お知らせ • Mar 11Cemc Services, LLC entered into a Membership Interest Purchase Agreement to acquire Ameron Pole Products LLC from NOV Inc. (NYSE:NOV) for $180 million.Cemc Services, LLC entered into a Membership Interest Purchase Agreement to acquire Ameron Pole Products LLC from NOV Inc. (NYSE:NOV) for $180 million on March 8, 2024. Arcosa expects to fund the $180 million purchase price with a combination of cash on-hand and borrowings available under its revolving credit facility. The transaction is subject to customary closing conditions, including the expiration or termination of applicable waiting periods or commitments under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The transaction has been approved by the Arcosa, Inc.’s Board of Directors. For the year ended December 31, 2023, Ameron had revenues of approximately $94 million and Adjusted EBITDA of approximately $20 million, implying a 9.0x EBITDA acquisition multiple. The Transaction is expected to close in the second quarter of 2024.
お知らせ • Mar 07NOV Inc. Appoints Patricia Martinez to the Board of DirectorsNOV Inc. announced the appointment of Patricia Martinez to NOV’s Board of Directors, effective March 6, 2024. Ms. Martinez was the Chief Energy Transition Officer of Enerflex Ltd. from 2021 to 2024 and was formerly President of Enerflex’s Latin American business. Ms. Martinez joined Enerflex in 2014 when the company acquired Axip Energy Services L.P. international assets. At the time of the acquisition, Ms. Martinez was SVP for Axip’s international, a successor of Valerus Compression Services where she was VP of Latin America from 2009 to 2013 and Director of International Ventures from 2007 to 2009. Prior to joining Valerus in 2007, Ms. Martinez held several positions in sales and marketing with Shell Oil Products U.S. from 2003 to 2007. Ms. Martinez began her career at Conoco Argentina (a former Dupont subsidiary), where she worked in sales and marketing between 1996 and 1998. Ms. Martinez received a bachelor’s degree in business administration and marketing from Universidad Argentina de la Empresa and an MBA from Houston Baptist University. Ms. Martinez also serves as a director of Par Pacific Holdings Inc. With the appointment of Ms. Martinez, NOV Inc.’s board of directors is now composed of ten directors, nine of whom are independent members.
Upcoming Dividend • Mar 06Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 7.9% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.0%).
Declared Dividend • Feb 19Fourth quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (8% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Feb 15NOV Inc. Declares Regular Quarterly Dividend, Payable on March 28, 2024NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on March 28, 2024 to each stockholder of record on March 14, 2024.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €15.80, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €26.76 per share.
お知らせ • Feb 02NOV Inc. (NYSE:NOV) acquired Extract Production Services, LLC.NOV Inc. (NYSE:NOV) acquired Extract Production Services, LLC on subsequent to quarter end.
Reported Earnings • Feb 02Full year 2023 earnings released: EPS: US$2.53 (vs US$0.40 in FY 2022)Full year 2023 results: EPS: US$2.53 (up from US$0.40 in FY 2022). Revenue: US$8.58b (up 19% from FY 2022). Net income: US$993.0m (up US$838.0m from FY 2022). Profit margin: 12% (up from 2.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 01Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.2% to €18.30. The fair value is estimated to be €23.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Jan 18NOV Inc. Appoints Patricia Melcher to the Board of Directors, Effective January 17, 2024NOV Inc. announced that Patricia B. "Patti" Melcher has been appointed to the Company’s Board of Directors, effective January 17, 2024. Ms. Melcher is currently a Managing Partner of EIV Capital, an energy-focused private equity firm she co-founded in 2009. Prior to co-founding EIV Capital, Ms. Melcher founded Allegro Capital Management in 1997, an investment firm which made equity investments in energy companies and provided consulting services. During her tenure at Allegro, she served as interim chief executive officer for Petrocom Energy Group from 2003 to 2004. Ms. Melcher joined SCF Partners at its formation to focus on private equity investments in the oilfield services sector and held positions of increasing responsibility from 1989 to 1994. Ms. Melcher has over 35 years of energy business experience, beginning her career as an investment banker for Simmons & Company International in 1986. Ms. Melcher received a Bachelor of Science in Systems Engineering from the University of Virginia and a Master of Business Administration from Harvard University. With the appointment of Ms. Melcher, NOV Inc.’s board of directors is now composed of nine directors, eight of whom are independent members.
Upcoming Dividend • Nov 30Upcoming dividend of US$0.05 per share at 1.1% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 22 December 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.1%).
お知らせ • Nov 17NOV Inc. Declares Regular Quarterly Dividend, Payable on December 22, 2023NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on December 22, 2023 to each stockholder of record on December 8, 2023.
お知らせ • Oct 27NOV Inc. Announces Executive ChangesNOV Inc. announced the retirement of Isaac Joseph, President of Wellbore Technologies, and Kirk Shelton, President of Completion and Production Solutions, effective December 31, 2023. The Energy Equipment segment will consist of NOV’s longer-cycle capital equipment businesses, including Rig Technologies, Intervention and Stimulation Equipment, and other project-based businesses. Energy Equipment will be led by Joe Rovig, President of Rig Technologies. The Energy Products and Services segment will consist of NOV’s shorter-cycle transactional businesses, including Tuboscope pipe coating and inspection, ReedHycalog drill bits, downhole tools and motors, Grant Prideco drill pipe, MD Totco, and NOV Fiberglass Solutions. Scott Livingston has been appointed to serve as the President of Energy Supply and Services. The reorganization and the appointments of Mr. Rovig and Mr. Livingston will be effective January 1, 2024.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.29 (vs US$0.082 in 3Q 2022)Third quarter 2023 results: EPS: US$0.29 (up from US$0.082 in 3Q 2022). Revenue: US$2.19b (up 16% from 3Q 2022). Net income: US$114.0m (up 256% from 3Q 2022). Profit margin: 5.2% (up from 1.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 13NOV Inc. to Report Q3, 2023 Results on Oct 26, 2023NOV Inc. announced that they will report Q3, 2023 results After-Market on Oct 26, 2023
Upcoming Dividend • Sep 07Upcoming dividend of US$0.05 per share at 0.9% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.1%).
お知らせ • Aug 18NOV Inc. Declares Regular Quarterly Cash Dividend, Payable on September 29, 2023NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on September 29, 2023 to each stockholder of record on September 15, 2023.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$0.39 (vs US$0.18 in 2Q 2022)Second quarter 2023 results: EPS: US$0.39 (up from US$0.18 in 2Q 2022). Revenue: US$2.09b (up 21% from 2Q 2022). Net income: US$155.0m (up 125% from 2Q 2022). Profit margin: 7.4% (up from 4.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 14NOV Inc. to Report Q2, 2023 Results on Jul 26, 2023NOV Inc. announced that they will report Q2, 2023 results After-Market on Jul 26, 2023
Upcoming Dividend • Jun 08Upcoming dividend of US$0.05 per share at 1.3% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.5%).
Buying Opportunity • May 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €17.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
お知らせ • May 19+ 1 more updateNOV Inc. Announces Melody Meyer Stepped Down from Her Position as A Non-Executive DirectorBP p.l.c. announced that Melody Meyer non-executive director of the Company, stepped down from her position as a non-executive director of NOV Inc. following the Annual General Meeting of NOV Inc. on 17 May 2023.
Valuation Update With 7 Day Price Move • May 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €13.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.94 per share.
Buying Opportunity • May 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 36%. The fair value is estimated to be €17.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.32 (vs US$0.13 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.32 (up from US$0.13 loss in 1Q 2022). Revenue: US$1.96b (up 27% from 1Q 2022). Net income: US$126.0m (up US$176.0m from 1Q 2022). Profit margin: 6.4% (up from net loss in 1Q 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €19.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €17.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Energy Services industry in Europe. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.62 per share.
Upcoming Dividend • Mar 09Upcoming dividend of US$0.05 per share at 0.9% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.7%).
Recent Insider Transactions • Mar 05Independent Director recently sold €427k worth of stockOn the 28th of February, Eric Mattson sold around 21k shares on-market at roughly €20.63 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.
Reported Earnings • Feb 08Full year 2022 earnings released: EPS: US$0.40 (vs US$0.65 loss in FY 2021)Full year 2022 results: EPS: US$0.40 (up from US$0.65 loss in FY 2021). Revenue: US$7.24b (up 31% from FY 2021). Net income: US$155.0m (up US$405.0m from FY 2021). Profit margin: 2.1% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Dec 03NOV Inc. to Report Q4, 2022 Results on Feb 06, 2023NOV Inc. announced that they will report Q4, 2022 results After-Market on Feb 06, 2023
Upcoming Dividend • Dec 01Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 08 December 2022. Payment date: 23 December 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.6%).
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Robert Welborn was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 04President of Wellbore Technologies recently sold €58k worth of stockOn the 1st of November, Isaac Joseph sold around 3k shares on-market at roughly €23.07 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €197k. Insiders have been net sellers, collectively disposing of €484k more than they bought in the last 12 months.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.082 (vs US$0.18 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.082 (up from US$0.18 loss in 3Q 2021). Revenue: US$1.89b (up 41% from 3Q 2021). Net income: US$32.0m (up US$101.0m from 3Q 2021). Profit margin: 1.7% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 09NOV Inc. to Report Q3, 2022 Results on Oct 27, 2022NOV Inc. announced that they will report Q3, 2022 results After-Market on Oct 27, 2022
Upcoming Dividend • Sep 08Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 30 September 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.1%).
Recent Insider Transactions • Sep 01Independent Director recently sold €197k worth of stockOn the 29th of August, Gregory Armstrong sold around 10k shares on-market at roughly €19.01 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €475k more than they bought in the last 12 months.
お知らせ • Aug 18NOV Inc. Declares Regular Quarterly Cash Dividend, Payable on September 30, 2022NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on September 30, 2022 to each stockholder of record on September 16, 2022.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.18 (vs US$0.067 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.18 (up from US$0.067 loss in 2Q 2021). Revenue: US$1.73b (up 22% from 2Q 2021). Net income: US$69.0m (up US$95.0m from 2Q 2021). Profit margin: 4.0% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 17%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jun 18Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 5.8%. The fair value is estimated to be €20.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 63%.
お知らせ • Jun 10NOV Inc. to Report Q2, 2022 Results on Jul 27, 2022NOV Inc. announced that they will report Q2, 2022 results After-Market on Jul 27, 2022
Upcoming Dividend • Jun 02Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 24 June 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.4%).
Recent Insider Transactions • May 28Independent Director recently sold €176k worth of stockOn the 25th of May, Eric Mattson sold around 10k shares on-market at roughly €17.93 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €278k more than they bought in the last 12 months.
お知らせ • May 26NOV Inc. Declares Regular Quarterly Cash Dividend, Payable on June 24, 2022NOV Inc. announced that its Board of Directors declared the regular quarterly cash dividend of $0.05 per share of common stock, payable on June 24, 2022 to each stockholder of record on June 10, 2022.
Reported Earnings • Apr 30First quarter 2022 earnings released: US$0.13 loss per share (vs US$0.30 loss in 1Q 2021)First quarter 2022 results: US$0.13 loss per share (up from US$0.30 loss in 1Q 2021). Revenue: US$1.55b (up 24% from 1Q 2021). Net loss: US$50.0m (loss narrowed 56% from 1Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Robert Welborn was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
