RPC’s second quarter was marked by sequential revenue growth and higher margins, leading to a positive market reaction. Management pointed to strong execution and improved job mix as primary contributors, with Technical Services—especially ThruTubing Solutions and Cudd Pressure Control—showing notable strength. CEO Ben Palmer highlighted the impact of targeted investments in technology and operational improvements, noting that new product introductions, such as the expanded MetalMax tool line and UnPlug technology, helped capture opportunities in more complex and longer lateral wells.
Is now the time to buy RES? Find out in our full research report (it’s free for active Edge members).
RPC (RES) Q2 CY2026 Highlights:
- Revenue: $460.9 million vs analyst estimates of $455.7 million (9.5% year-on-year growth, 1.1% beat)
- Adjusted EPS: $0.08 vs analyst estimates of $0.04 (significant beat)
- Adjusted EBITDA: $65.97 million vs analyst estimates of $55.02 million (14.3% margin, 19.9% beat)
- Operating Margin: 3.2%, in line with the same quarter last year
- Market Capitalization: $1.26 billion
While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions From RPC’s Q2 Earnings Call
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John Daniel (Daniel Energy Partners) asked about the long-term deployment strategy for upgraded coiled tubing units across different basins. CEO Ben Palmer explained the focus remains on South Texas, Mid-Continent, and the Permian, with mobility and customer needs guiding future deployments.
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John Daniel (Daniel Energy Partners) inquired about incremental horsepower deployments in the pressure pumping segment. Palmer noted there are no plans for fleet expansions but highlighted ongoing, prudent upgrades to existing equipment, with a focus on new technology and maintaining returns.
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No other analyst questions on the call.
Catalysts in Upcoming Quarters
Looking ahead, the StockStory team will be monitoring (1) the adoption rate of new downhole tools and expanded coiled tubing capacity, (2) whether margin improvements can be sustained despite competitive pricing in wireline and pressure pumping, and (3) the progress of the CEO succession plan and its impact on strategic continuity. Any shifts in commodity pricing or regulatory changes will also be important signposts for RPC’s execution.
RPC currently trades at $5.86, up from $5.12 just before the earnings. Is there an opportunity in the stock? The answer lies in our full research report (it’s free).
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