Ranger Energy Services (NYSE:RNGR) Issues Earnings Results

Ranger Energy Services (NYSE:RNGR) announced its earnings results on Thursday. The company reported $0.14 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.20 by ($0.06), reports. The company had revenue of $142.20 million for the quarter, compared to analysts’ expectations of $140.67 million. Ranger Energy Services had a net margin of 2.72% and a return on equity of 5.60%.

Here are the key takeaways from Ranger Energy Services’ conference call:

• Integration of American Well Services is progressing smoothly ~120 days in, management says synergy milestones are on track and the acquisition expands Ranger’s Permian footprint and customer reach.
• The Echo hybrid-electric rig program is gaining traction — company signed a 15‑rig build contract (in addition to 2 deployed rigs), early field data show large generator-hour reductions, and management believes manufacturing can scale to meet demand.
• Ranger posted ~ $547M revenue and $73.2M Adjusted EBITDA for 2025, generated $42.9M free cash flow, repurchased ~1M shares (~5% of outstanding) and returned >40% of FCF to shareholders, underscoring strong cash generation and capital returns.
• Wireline revenue and margins were pressured (Q4 wireline $12.4M) and remain a weakness, and Q1 2026 is expected to be impacted by winter storms and a working‑capital build that may require temporary borrowings.
• Management expects 2026 activity to be broadly flat and a year of execution (AWS integration and Echo rollout); pro forma EBITDA opportunity is >$100M for 2026, but free cash flow conversion is guided nearer ~50% due to Echo CapEx timing.

Ranger Energy Services Price Performance

RNGR stock traded down $0.52 during mid-day trading on Thursday, hitting $16.98. 143,941 shares of the stock were exchanged, compared to its average volume of 172,496. The business has a fifty day moving average price of $15.58 and a 200 day moving average price of $14.33. Ranger Energy Services has a 12 month low of $10.56 and a 12 month high of $17.89. The stock has a market capitalization of $367.01 million, a price-to-earnings ratio of 26.12 and a beta of 0.15.

Ranger Energy Services Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 6th. Stockholders of record on Friday, March 20th will be issued a dividend of $0.06 per share. This represents a $0.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, March 20th. Ranger Energy Services’s payout ratio is currently 36.92%.

Wall Street Analysts Forecast Growth

Several research firms have commented on RNGR. Piper Sandler raised shares of Ranger Energy Services from a “neutral” rating to an “overweight” rating in a research report on Thursday, December 18th. Zacks Research raised Ranger Energy Services from a “strong sell” rating to a “hold” rating in a research report on Monday, January 19th. Wall Street Zen cut Ranger Energy Services from a “buy” rating to a “hold” rating in a research report on Saturday, November 15th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Ranger Energy Services in a research note on Monday, December 29th. One analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $13.00.

Hedge Funds Weigh In On Ranger Energy Services

A number of large investors have recently added to or reduced their stakes in RNGR. IES Holdings Inc. bought a new position in shares of Ranger Energy Services in the fourth quarter worth approximately $15,201,000. JPMorgan Chase & Co. raised its holdings in Ranger Energy Services by 2,718.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 434,306 shares of the company’s stock worth $5,186,000 after acquiring an additional 418,894 shares during the last quarter. AQR Capital Management LLC lifted its position in Ranger Energy Services by 44.4% in the 4th quarter. AQR Capital Management LLC now owns 580,611 shares of the company’s stock valued at $8,117,000 after acquiring an additional 178,486 shares in the last quarter. Jacobs Levy Equity Management Inc. lifted its position in Ranger Energy Services by 84.5% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 288,857 shares of the company’s stock valued at $4,056,000 after acquiring an additional 132,297 shares in the last quarter. Finally, Lazard Asset Management LLC boosted its stake in Ranger Energy Services by 325.6% during the 3rd quarter. Lazard Asset Management LLC now owns 93,212 shares of the company’s stock valued at $1,309,000 after purchasing an additional 71,311 shares during the last quarter. Hedge funds and other institutional investors own 68.10% of the company’s stock.

Ranger Energy Services Company Profile

Ranger Energy Services, Inc, based in The Woodlands, Texas, is a North American land drilling contractor serving exploration and production companies in the oil and natural gas industry. The company provides contract drilling, well servicing, pressure pumping and completion support services designed to enhance operational efficiency and optimize well performance.

Through its diversified fleet of drilling and service rigs and ancillary equipment, Ranger offers turnkey solutions across all phases of the drilling lifecycle—from pad construction and drilling to completion and workover operations.