PTEN PATTERSON UTI ENERGY INC

BULLISH Impact: 6/10 8-K
Horizon weeks Filed May 26, 2026 Processed 18d 3h ago SEC 0000889900-26-000039
8-K context-dependent: Items 7.01
Latest settled — T+5d
PTEN ▼ -3.14% at T+5d
LONG call ✗ call lost -3.14% · α vs SPY -4.35% · entry $12.12 → $11.74
Next anchor: T+20d in 11d
Currently $11.49 · -5.18% from $12.12 entry
Entry anchored
May 26, 2026
via day open
T+1d
-5.28%
call -5.28% · α -5.29%
$11.48
settled 17d ago
T+5d
-3.14%
call -3.14% · α -4.35%
$11.74
settled 11d ago
T+20d
call — · α —
in 11d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Patterson-UTI Energy released an investor presentation providing a Q2 2026 business update, including guidance for consolidated adjusted EBITDA of approximately $220 million, an updated 2026 capex forecast of ~$600 million, and expectations to exit Q2 with 95 active rigs and exit 2026 with 100+ active rigs. The company also expects to redeem all of its 3.95% Senior Notes due 2028 on or about June 4, 2026, and reiterated its commitment to return at least 50% of adjusted free cash flow to shareholders annually.

Actionable Insight

The Q2 adjusted EBITDA guidance of ~$220M and the rig reactivation trajectory (95 rigs exiting Q2, 100+ by year-end) signal a meaningful inflection in US shale activity. The mid-single-digit dayrate increases and pricing tailwinds in completion services support margin expansion. The senior note redemption and investment-grade balance sheet reduce refinancing risk. Monitor Q3 for further pricing improvements and completion demand acceleration into 2027.

Key Facts

  • Expects consolidated adjusted EBITDA for Q2 2026 to be approximately $220 million
  • Expects to exit Q2 with 95 active rigs and exit 2026 with 100+ active rigs in the US
  • 2026 capital expenditures, net of asset sales, now expected to be ~$600 million
  • Leading edge dayrates on contract renewals have increased mid-single digit percentage from early 2026
  • Expects to redeem all of its 3.95% Senior Notes due 2028 on or about June 4, 2026
  • Committed to annually return at least 50% of adjusted free cash flow to shareholders
  • Investment grade credit rating from Moody's, S&P, and Fitch
  • Net debt-to-adjusted EBITDA leverage of approximately 1x as of March 31, 2026
  • Total liquidity of $834 million including cash and revolver as of March 31, 2026

Financial Impact

Q2 2026 adjusted EBITDA guided to ~$220M; 2026 capex raised to ~$600M; $337M cash on hand; $937.7M net debt; ~1x net leverage

adjusted EBITDAcapital expendituresactive rig countdayratesnet debtliquidity

Risk Factors

  • Q4 seasonality in completion services is difficult to predict
  • Reactivation and mobilization costs of $5-10M in Q2 may pressure near-term margins
  • Execution risk on achieving 100+ active rigs by year-end
  • Commodity price volatility could slow customer activity

Market Snapshot

Exchange
Nasdaq
Sector
Drilling Oil & Gas Wells
Analyst Consensus
55% bullish (22 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000889900-26-000039
Document: pten-20260526.htm0000889900-26-000039
Document: 0000889900-26-000039-index-headers.html0000889900-26-000039
Document: 0000889900-26-000039-index.html0000889900-26-000039
Document: 0000889900-26-000039.txt0000889900-26-000039
9 reports for PTEN
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for PTEN — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
BEARISH ★ 5/10
$11.99 awaiting T+5awaiting T+5$11.49 (+4.17%)
Jun 10, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
$12.02 awaiting T+5awaiting T+5$11.49 (−4.41%)
Jun 4, 2026
8d ago
8-K
MIXED ★ 5/10
$12.40 awaiting T+5awaiting T+5$11.49 (−7.34%)
May 26, 2026
18d ago
8-K
BULLISH ★ 6/10
$12.12 $11.74▼ −3.14%▼ −4.35%$11.49 (−5.18%)
May 7, 2026
5w ago
424B5
NEUTRAL ★ 4/10
$11.41 $12.00▲ +5.19%▲ +3.68%$11.49 (+0.72%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$11.97 $11.41▼ −4.67%▼ −7.02%$11.49 (−4.00%)
May 1, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$11.97 $11.41▲ +4.67%▲ +7.02%$11.49 (+4.00%)
Apr 28, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$11.83 $12.39▲ +4.73%▲ +3.03%$11.49 (−2.87%)
Apr 13, 2026
8w ago
DEFA14A
NEUTRAL ★ 5/10
$9.88 $10.57▲ +7.00%▲ +5.60%$11.49 (+16.32%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (45h 47m)

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