Oil States International, Inc.

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

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

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.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

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Oil States International, Inc.

OIS 공급망

상류

Nucor Corporation

Reliance, Inc.

SSAB AB

Parker Hannifin Corporation

DuPont de Nemours, Inc.

Cleveland-Cliffs Inc.

Exxon Mobil Corporation

하류

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

대체 기업

Dril-Quip, Inc.

NOV Inc. (National Oilwell Varco)

TechnipFMC plc

Oceaneering International, Inc.

Forum Energy Technologies, Inc.

지역

Brazil (South America)

U.S. Gulf of Mexico

Europe & Middle East

OIS 공급망

상류

Nucor Corporation

Reliance, Inc.

SSAB AB

Parker Hannifin Corporation

DuPont de Nemours, Inc.

Cleveland-Cliffs Inc.

Exxon Mobil Corporation

하류

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

대체 기업

Dril-Quip, Inc.

NOV Inc. (National Oilwell Varco)

TechnipFMC plc

Oceaneering International, Inc.

Forum Energy Technologies, Inc.

지역

Brazil (South America)

U.S. Gulf of Mexico

Europe & Middle East