Oil States International, Inc.

OIS

$8.69

-1.92%

2026-09-04 12:21:59 EDT-$0.17

Energy

Oil & Gas Equipment & Services

NYSE

Negociación activa

Oil States International, Inc. (OSI), a global entity operating via its various subsidiaries, delivers a comprehensive suite of products and services tailored ...

Cadena de suministro de OIS

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

SSAB AB

Exxon Mobil Corporation

Nucor Corporation

NYSE:NUE

Supplier of carbon steel plate, specialty steel grades for offshore mooring and subsea equipment manufacturing

Reliance, Inc.

NYSE:RS

Metals service center and distributor supplying steel, aluminum, and specialty metal stock for Oil States' manufacturing facilities

SSAB AB

OM:SSAB-A

Supplier of high-strength steel plate used in offshore platform components and subsea equipment

Parker Hannifin Corporation

NYSE:PH

Supplier of hydraulic, pneumatic, and sealing components used in offshore equipment and drilling systems

DuPont de Nemours, Inc.

NYSE:DD

Supplier of specialty elastomers and high-performance polymers used in Oil States' elastomeric bearing and sealing products

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

Petrobras (Petróleo Brasileiro S.A.)

Shell plc

BP p.l.c.

Subsea 7 S.A.

Petrobras (Petróleo Brasileiro S.A.)

NYSE:PBR

Major offshore customer; three-year maintenance services contract signed 2023; supplies rigid jumpers for Mero 4 and Búzios 8 pre-salt projects via Subsea 7 · 10.0%

Halliburton Company

NYSE:HAL

Strategic collaboration partner for deepwater managed pressure drilling solutions; combines Halliburton's MPD systems with Oil States' subsea equipment

Exxon Mobil Corporation

NYSE:XOM

Major integrated oil company customer for offshore production equipment and well site services across U.S. Gulf of Mexico and international operations

Chevron Corporation

NYSE:CVX

Major integrated oil company customer for subsea and production equipment on deepwater projects

Shell plc

LSE:SHEL

Integrated oil company customer for offshore platform equipment and mooring systems

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

NOV Inc. (National Oilwell Varco)

Oceaneering International, Inc.

Forum Energy Technologies, Inc.

Dril-Quip, Inc.

NYSE:DRQ

Direct competitor in subsea drilling and production equipment; similar end-market exposure to deepwater offshore oil & gas; serves overlapping customers (IOCs, NOCs, drilling contractors)

NOV Inc. (National Oilwell Varco)

NYSE:NOV

Larger diversified oilfield equipment manufacturer with offshore and subsea product lines; serves similar upstream customer base; proxy for offshore equipment cycle

TechnipFMC plc

NYSE:FTI

Subsea and offshore production systems competitor; similar exposure to floating production, subsea trees, and offshore project cycles; strong Brazil/ Petrobras linkage

Oceaneering International, Inc.

NYSE:OII

Subsea services and manufactured products company serving offshore oil & gas and defense; overlapping customer base and technology adjacencies

Forum Energy Technologies, Inc.

NYSE:FET

Smaller-cap oilfield equipment manufacturer with exposure to subsea, drilling, and completion products; comparable business model and end-market dynamics

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

Brazil (South America)

U.S. Gulf of Mexico

Europe & Middle East

Petrobras (Petróleo Brasileiro S.A.)

Subsea 7 S.A.

Exxon Mobil Corporation

Chevron Corporation

U.S. Department of Defense (U.S. Navy)

Shell plc

BP p.l.c.

TotalEnergies SE

Brazil (South America)

Offshore revenue concentration via Petrobras contracts and pre-salt project participation

Petrobras (Petróleo Brasileiro S.A.)NYSE:PBRMajor customer for offshore maintenance services and subsea equipment

Subsea 7 S.A.OSE:SUBCContract partner for pre-salt projects Mero 4 and Búzios 8

U.S. Gulf of Mexico

Core domestic market for offshore products and well site services; subject to U.S. regulatory and permitting environment

Exxon Mobil CorporationNYSE:XOMU.S. Gulf of Mexico deepwater operations

Chevron CorporationNYSE:CVXU.S. Gulf of Mexico operations

U.S. Department of Defense (U.S. Navy)Defense contracts for naval applications

Europe & Middle East

Offshore wind (North Sea) and traditional oil & gas; international revenue mix reached 77% of total in Q4 2025

Shell plcLSE:SHELNorth Sea and international operations

BP p.l.c.LSE:BPNorth Sea operations

TotalEnergies SENYSE:TTEInternational and European operations

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

High

Significant customer concentration with Petrobras (Brazil) for offshore contracts; single largest identifiable customer relationship. Revenue share estimated at ~10% through direct contracts and Subsea 7 collaboration.

Customer

Medium

Customer base heavily weighted toward integrated oil majors (ExxonMobil, Chevron, Shell, BP, TotalEnergies) whose capital spending is cyclical and tied to oil prices

Other

Medium

Oil States does not disclose a single customer representing >10% of revenue in its 10-K filings, suggesting moderate diversification; however, Petrobras-related revenue through direct and indirect contracts is material

Equipment

Medium

Dependence on specialty steel, titanium, and elastomer inputs; any disruption in raw material supply chains could impact manufacturing output and backlog execution

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Offshore Manufactured Products (OMP)

55.0%

Capital-intensive, highly engineered products (mooring systems, risers, bearings, connectors) require specialty steel, titanium, and elastomer inputs from Tier 1 metal and polymer suppliers. Long-cycle backlog-driven segment (~$435M backlog at Dec 2025) with multi-year visibility.

Completion and Production Services (CPS)

25.0%

Well-site service and rental equipment segment with shorter cycles. Requires sand control equipment, frac heads, hydraulic manifolds, and rental fleet assets. Downstream exposure to E&P companies on active U.S. shale and international basins.

Downhole Technologies (DT)

20.0%

Consumable perforation systems and downhole tools (GEODynamics subsidiary). Requires specialty alloys, energetic materials, and precision machining. Directly consumed during well completion operations, creating recurring demand.

Product Revenue (combined OMP + DT product sales)

65.2%

$0.4B

Manufacturing-heavy segment relies on raw material inputs (steel plate, specialty alloys, elastomers, electronic components) from industrial suppliers.

Service Revenue (CPS + service component of OMP/DT)

34.8%

$0.2B

Labor and rental-equipment intensive; depends on field service personnel, maintenance parts, and logistics networks across U.S. and international basins.

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Oil States International, Inc.

Cadena de suministro de OIS

Aguas arriba

Nucor Corporation

Reliance, Inc.

SSAB AB

Parker Hannifin Corporation

DuPont de Nemours, Inc.

Cleveland-Cliffs Inc.

Exxon Mobil Corporation

Aguas abajo

Petrobras (Petróleo Brasileiro S.A.)

Halliburton Company

Exxon Mobil Corporation

Chevron Corporation

Shell plc

BP p.l.c.

TotalEnergies SE

Subsea 7 S.A.

View More

Comparables

Dril-Quip, Inc.

NOV Inc. (National Oilwell Varco)

TechnipFMC plc

Oceaneering International, Inc.

Forum Energy Technologies, Inc.

Geografía

Brazil (South America)

U.S. Gulf of Mexico

Europe & Middle East

Cadena de suministro de OIS

Aguas arriba

Nucor Corporation

Reliance, Inc.

SSAB AB

Parker Hannifin Corporation

DuPont de Nemours, Inc.

Cleveland-Cliffs Inc.

Exxon Mobil Corporation

Aguas abajo

Petrobras (Petróleo Brasileiro S.A.)

Halliburton Company

Exxon Mobil Corporation

Chevron Corporation

Shell plc

BP p.l.c.

TotalEnergies SE

Subsea 7 S.A.

View More

Comparables

Dril-Quip, Inc.

NOV Inc. (National Oilwell Varco)

TechnipFMC plc

Oceaneering International, Inc.

Forum Energy Technologies, Inc.

Geografía

Brazil (South America)

U.S. Gulf of Mexico

Europe & Middle East