Oil States International (OIS) Q2 FY26 earnings call

Oil States International delivered a strong second quarter, driven by sequential growth in revenues and adjusted EBITDA, with its backlog reaching a decade-high. The company's strategic shift towards offshore and international markets is yielding results, though geopolitical uncertainties and commodity price volatility continue to impact near-term order timing. Management remains confident in long-term growth, supported by a robust backlog and disciplined capital allocation, with a focus on cash generation and margin improvement.