NOV 過去の業績
過去 基準チェック /16
NOVは、平均年間46.4%の収益成長を遂げていますが、 Energy Services業界の収益は、年間 成長しています。収益は、平均年間44.6% 11%収益成長率で 成長しています。 NOVの自己資本利益率は1.5%であり、純利益率は1%です。
主要情報
46.44%
収益成長率
46.81%
EPS成長率
| Energy Services 業界の成長 | 23.71% |
| 収益成長率 | 11.04% |
| 株主資本利益率 | 1.55% |
| ネット・マージン | 1.05% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • May 05
NOV: Future Returns Will Lag Structural Project Commitments Despite Recent Supportive Actions
The analyst price target for NOV has been raised by $1 to $17, as analysts cite revised assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E following a series of recent price target increases across the Street. Analyst Commentary Recent research on NOV points to a cluster of higher price targets, including moves from several firms that adjusted their views around fair value, discount rates, revenue assumptions, margin expectations, and future P/E.
ナラティブの更新 • Apr 21
NOV: Fair Outlook As Structural Projects And Geopolitical Disruptions Shape Returns
The analyst price target for NOV has been nudged higher from $20.10 to $20.65, as analysts point to recent rounds of target increases and generally more constructive views on revenue growth, margins, and long-term industry activity. Analyst Commentary Recent Street research on NOV reflects a mix of optimism and caution, with several price target increases clustered over a short period and at least one downgrade in the same window.ナラティブの更新 • Apr 07
NOV: Fair Outlook As Structural Oilfield Activity And Geopolitical Risks Shape Prospects
The analyst price target for NOV has shifted from $16.88 to $20.10, as analysts factor in a series of recent target increases across the Street. They cite sector previews and note that long term oilfield activity plans remain intact despite geopolitical risks.Seeking Alpha • Mar 27
NOV Inc.: Near-Term Middle East Headwinds Could Become A Tailwind Down The Road - Hold
Summary Despite a number of headwinds, NOV Inc. has delivered solid results and strong cash flows in recent quarters. The company continues to return substantial amounts of capital to shareholders through dividends and share repurchases. Near-term results will be impacted by lower offshore drilling activity, cost inflation, and particularly the fallout from the war in the Middle East. However, a timely resolution of the conflict should benefit NOV quite meaningfully due to the requirement to restore millions of barrels of lost oil production on a daily basis. With industry valuations up across the board, I am raising my price target for NOV's shares from $14.35 to $22.50. However, given limited upside from current levels, I am reiterating my “Hold” rating. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 24
NOV: Structural Oilfield Activity And Capital Returns Will Support Future Re Rating
Analysts have nudged NOV's price targets higher into the high teens and low $20s, citing what they see as structural demand for oilfield services and opportunities arising from geopolitical dislocations. At the same time, the model inputs around revenue growth, profit margins and future P/E remain broadly consistent with prior assumptions.ナラティブの更新 • Mar 10
NOV: Structural Oilfield Activity And Capital Returns Will Drive Future Re Rating
Analysts have nudged their average price target on NOV higher, with several firms lifting targets into the high teens and low $20s. They point to structural oilfield activity trends and potential opportunities created by recent geopolitical dislocations.ナラティブの更新 • Feb 23
NOV: Recent Share Price Strength Will Outrun Oilfield Project Commitments
Analysts have lifted their fair value estimate for NOV to $16.00 from $11.13. They point to updated assumptions for modest revenue growth, slightly higher profit margins, a lower discount rate, and a higher future P/E multiple, supported by a string of recent price target increases and an upgrade across the Street.分析記事 • Feb 12
NOV's (NYSE:NOV) Conservative Accounting Might Explain Soft Earnings
Shareholders appeared unconcerned with NOV Inc.'s ( NYSE:NOV ) lackluster earnings report last week. We think that the...ナラティブの更新 • Feb 09
NOV: Rising Oilfield Activity And Buybacks Will Drive A Bullish Re Rating
Analysts have lifted their price target on NOV to US$23.00 from US$21.81. This reflects updated assumptions for slightly higher revenue growth, profit margins, and future P/E multiples across recent research updates.分析記事 • Jan 26
Is NOV (NYSE:NOV) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...ナラティブの更新 • Jan 26
NOV: Rising Oilfield Activity Will Drive A Bullish Re Rating
Analysts have lifted their price target on NOV to about US$21.81 from US$19.00, citing updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple, supported by recent research updates across the Street. Analyst Commentary Recent Street research on NOV has skewed constructive, with several bullish analysts lifting their price targets and pointing to a more supportive setup for earnings and valuation across the oilfield services group.ナラティブの更新 • Jan 11
NOV: Balanced Outlook As Sector Activity And Execution Risks Shape Prospects
Analysts have nudged their price targets for NOV higher, with recent moves such as US$19 to US$22, US$17 to US$20 and US$14 to US$16. This points to a modest uplift in fair value estimates supported by slightly adjusted growth, margin and P/E assumptions across the oilfield services group.ナラティブの更新 • Dec 27
NOV: Saudi And Deepwater Upswing Will Drive A Bullish Re-Rating
Analysts have modestly increased their blended price target on NOV to $16 from $14. This reflects slightly stronger expectations for revenue growth, profit margins, and sector momentum despite some lingering caution on the shares.分析記事 • Dec 17
We Like These Underlying Return On Capital Trends At NOV (NYSE:NOV)
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...ナラティブの更新 • Dec 13
NOV Saudi And Deepwater Upswing Will Support A Re-Rating
We lower our analyst price target for NOV to $19.00 from $19.63, reflecting analysts' slightly more conservative valuation multiple, even as they point to improving sector momentum and a healthier growth and discount rate backdrop supported by recent mixed but generally constructive target revisions on the Street. Analyst Commentary Bullish analysts continue to highlight a gradual improvement in NOV's risk reward profile, even as the range of published price targets remains relatively tight and ratings are mixed.ナラティブの更新 • Nov 27
NOV: Sector Momentum And Market Risks Will Shape Future Performance
NOV's fair value estimate increased moderately to $16.33, up from $16.15. This change reflects analysts' views of sector momentum and recent upward price target revisions for the shares.分析記事 • Nov 23
NOV (NYSE:NOV) Has Affirmed Its Dividend Of $0.075
The board of NOV Inc. ( NYSE:NOV ) has announced that it will pay a dividend on the 19th of December, with investors...ナラティブの更新 • Nov 13
NOV: Outlook Will Balance Sector Momentum With Oil Market Risks
NOV’s fair value estimate has increased from $15.75 to $16.15, as analysts cite stronger expected revenue growth and sector momentum, which support an improved outlook. Analyst Commentary Analyst perspectives on NOV Inc.分析記事 • Nov 09
A Piece Of The Puzzle Missing From NOV Inc.'s (NYSE:NOV) 25% Share Price Climb
NOV Inc. ( NYSE:NOV ) shareholders have had their patience rewarded with a 25% share price jump in the last month. The...ナラティブの更新 • Oct 30
Deepwater And Saudi Activity Will Drive Recovery Amid Sector Crosscurrents
The analyst price target for NOV has increased to $15.75 from $15.38. This change reflects improved revenue growth expectations and a stronger profit margin outlook, as analysts cite sector momentum and evolving industry dynamics.分析記事 • Oct 27
NOV Inc.'s (NYSE:NOV) Intrinsic Value Is Potentially 53% Above Its Share Price
Key Insights The projected fair value for NOV is US$21.13 based on 2 Stage Free Cash Flow to Equity Current share price...分析記事 • Sep 13
Returns Are Gaining Momentum At NOV (NYSE:NOV)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...ナラティブの更新 • Sep 04
Offshore And International Activity Will Fuel Future Energy Transformation
Amid ongoing oilfield services market headwinds—such as sector deceleration, earnings estimate downgrades, and persistent oil price volatility—analysts remain cautious on NOV, maintaining a neutral outlook and an unchanged consensus price target of $15.38. Analyst Commentary Ongoing crosscurrents in the oilfield services market, with U.S. land experiencing deflation and sticky production, and international and offshore sectors showing deceleration and mixed results.分析記事 • Aug 17
NOV (NYSE:NOV) Seems To Use Debt Quite Sensibly
NYSE:NOV 1 Year Share Price vs Fair Value Explore NOV's Fair Values from the Community and select yours Legendary fund...分析記事 • Jul 25
NOV Inc.'s (NYSE:NOV) Price Is Right But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 8.7x NOV Inc. ( NYSE:NOV ) may be sending very bullish signals at the...分析記事 • Jun 16
NOV Inc. (NYSE:NOV) Shares Could Be 48% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, NOV fair value estimate is US$26.11 NOV is estimated to be 48...Seeking Alpha • Mar 07
NOV: The More You Dig, The Less Exciting It Is
Summary NOV Inc. shares have declined 15% over the past year, lagging behind the industry ETF, XES, which is down 17%. NOV's growth is insufficient, with a low yield of 2.11% and stagnant backlog growth, leading to a neutral rating. NOV's diversification into offshore wind and subsea flexibles shows promise, but revenue growth remains slow, impacting overall valuation. Capital allocations, including buybacks and dividends, are poorly implemented, failing to significantly benefit shareholders, keeping the stock in a terminal decline. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
NOV: Shareholder Returns Have Likely Peaked For Now
Summary NOV exceeded expectations for Q4 2024, thereby leading to a potential $80m supplemental dividend payment. A large working capital draw during 2024 boosted free cash flow, but this is not expected to be repeated during 2025. Since no capital expenditure cuts are planned for 2025 versus 2024, it also limits the potential for free cash flow. I see flat operating conditions for 2025 versus 2024 with risks to the downside, neither of which would help free cash flow. Since free cash flow during 2025 is very likely to be materially lower year-on-year versus 2024, it appears shareholder returns have likely peaked for now. Read the full article on Seeking AlphaSeeking Alpha • Oct 30
NOV Is A Hold As It Expects Higher Drilling Activity By 2026
Summary NOV Inc.'s shares have risen 9.49% over three years, outperforming crude oil, with Q3 2024 revenue at $2.19 billion, consistent with market expectations. NOV anticipates heightened demand for offshore drilling equipment by 2026, supported by industry growth and partnerships like Chevron and TotalEnergies' Anchor Project. The company has a $1 billion share repurchase program until 2027 and increased cash dividends by 45% YoY, signaling strong capital allocation. Despite a positive net debt status and low oil demand potentially affecting earnings, NOV's forward P/E ratio of 9.71X suggests the stock is undervalued. Read the full article on Seeking Alpha
新しいナラティブ • Aug 27
Offshore Expansion And AI Efficiency Drive Growth Amid Analytical Concerns And North American Market Challenges
Expansion into international and offshore markets and strategic acquisitions, like Keystone Tower Systems, diversify NOV's earnings and promise new revenue streams.収支内訳
収支内訳
NOV の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 8,693 | 91 | 1,223 | 0 |
| 31 Dec 25 | 8,744 | 145 | 1,186 | 0 |
| 30 Sep 25 | 8,775 | 383 | 1,188 | 0 |
| 30 Jun 25 | 8,790 | 471 | 1,158 | 0 |
| 31 Mar 25 | 8,818 | 589 | 1,132 | 0 |
| 31 Dec 24 | 8,870 | 635 | 1,133 | 0 |
| 30 Sep 24 | 8,905 | 1,073 | 1,143 | 0 |
| 30 Jun 24 | 8,899 | 1,057 | 1,153 | 0 |
| 31 Mar 24 | 8,776 | 986 | 1,152 | 0 |
| 31 Dec 23 | 8,583 | 993 | 1,141 | 0 |
| 30 Sep 23 | 8,313 | 499 | 1,127 | 0 |
| 30 Jun 23 | 8,017 | 417 | 1,104 | 0 |
| 31 Mar 23 | 7,651 | 331 | 1,069 | 0 |
| 31 Dec 22 | 7,237 | 155 | 1,019 | 0 |
| 30 Sep 22 | 6,681 | 11 | 955 | 0 |
| 30 Jun 22 | 6,133 | -90 | 921 | 0 |
| 31 Mar 22 | 5,823 | -185 | 899 | 0 |
| 31 Dec 21 | 5,524 | -250 | 908 | 0 |
| 30 Sep 21 | 5,334 | -557 | 926 | 0 |
| 30 Jun 21 | 5,377 | -543 | 911 | 0 |
| 31 Mar 21 | 5,456 | -610 | 929 | 0 |
| 31 Dec 20 | 6,090 | -2,542 | 968 | 0 |
| 30 Sep 20 | 7,044 | -2,580 | 1,022 | 0 |
| 30 Jun 20 | 7,786 | -2,769 | 1,102 | 0 |
| 31 Mar 20 | 8,422 | -8,065 | 1,282 | 0 |
| 31 Dec 19 | 8,479 | -6,095 | 1,303 | 0 |
| 30 Sep 19 | 8,596 | -5,698 | 1,336 | 0 |
| 30 Jun 19 | 8,624 | -5,453 | 1,363 | 0 |
| 31 Mar 19 | 8,598 | -40 | 1,249 | 0 |
| 31 Dec 18 | 8,453 | -31 | 1,233 | 0 |
| 30 Sep 18 | 8,024 | -57 | 1,189 | 0 |
| 30 Jun 18 | 7,705 | -84 | 1,161 | 0 |
| 31 Mar 18 | 7,358 | -183 | 1,151 | 0 |
| 31 Dec 17 | 7,304 | -237 | 1,169 | 0 |
| 30 Sep 17 | 7,027 | -937 | 1,198 | 0 |
| 30 Jun 17 | 6,838 | -2,273 | 1,199 | 0 |
| 31 Mar 17 | 6,803 | -2,415 | 1,211 | 0 |
| 31 Dec 16 | 7,251 | -2,412 | 1,338 | 0 |
| 30 Sep 16 | 8,281 | -3,221 | 1,417 | 0 |
| 30 Jun 16 | 9,941 | -1,704 | 1,478 | 0 |
| 31 Mar 16 | 12,126 | -1,198 | 1,590 | 0 |
| 31 Dec 15 | 14,757 | -769 | 1,764 | 0 |
| 30 Sep 15 | 17,744 | 1,349 | 1,902 | 0 |
| 30 Jun 15 | 20,025 | 1,893 | 2,088 | 0 |
質の高い収益: NOVには$183.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。
利益率の向上: NOVの現在の純利益率 (1%)は、昨年(6.7%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: NOV過去 5 年間で収益を上げており、収益は年間46.4%増加しています。
成長の加速: NOVは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: NOVは過去 1 年間で収益成長率がマイナス ( -84.6% ) となったため、 Energy Services業界平均 ( -26.2% ) と比較することが困難です。
株主資本利益率
高いROE: NOVの 自己資本利益率 ( 1.5% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/22 22:36 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Selesky | Argus Research Company |
| Daniel Leben | Baird |
| J. David Anderson | Barclays |