NOV (NOV) Q2 FY26 earnings call

NOV Inc. delivered strong Q2 FY26 results, driven by operational efficiencies and a broadening market recovery across most segments, despite ongoing geopolitical uncertainty in the Middle East. The company is increasingly confident in its substantially greater earnings power, positioning itself for a differentiated market cycle with earlier capital equipment investment. Management expects continued sequential revenue growth and healthy free cash flow generation in the second half of the year.