Archer
Logotype for Archer

Archer (ARCH) investor relations material

Archer Q4 2025 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Archer
Q4 2025 TU earnings summary2 Feb, 2026

Executive summary

  • Achieved $1.209 billion in 2025 revenue (up 8% YoY) and EBITDA of $166.5 million (up 12%), with Q4 revenue at $309 million and EBITDA at $44.5 million (up 14%).

  • Operations include well services, platform operation, land drilling, and renewable services, with a $4 billion backlog at year-end.

  • Divested low-margin workover business in southern Argentina to focus on higher-growth Vaca Muerta shale region and higher-margin operations.

  • Formalized renewable services as a separate segment, generating over $100 million in 2025.

  • Initiated quarterly dividends with a yield of 10-11% and completed $425 million senior secured bond refinancing, extending maturity to 2030.

Financial highlights

  • Q4 2025 revenue was $309 million (up 3% YoY), EBITDA $44.5 million (up 14%).

  • Full-year 2025 revenue $1.209 billion (up 8%), EBITDA $166.5 million (up 12%).

  • Quarterly shareholder distributions initiated in Q2 2025, with a yield of 10-11%.

  • $425 million senior secured bond issued, extending debt maturity to 2030 and reducing cost of debt.

  • Year-end net interest-bearing debt: $426 million.

Outlook and guidance

  • 2026 EBITDA expected to grow single digits, with margin expansion of 2-3 percentage points.

  • H2 2026 EBITDA projected to be 20%-30% higher than H1, driven by new P&A units and YPF rigs.

  • CapEx estimated at 6%-10% of revenue, with maintenance CapEx stable at 3%.

  • Shareholder distributions expected to increase in H2 2026.

  • Backlog of $3.6 billion post-divestment, with $2.3 billion firm and $1.3 billion in options.

IFRS impact on future revenue comparability
Net EBITDA impact of Argentina workover sale
Growth capex vs. shareholder distribution balance
IFRS impact on historical EBITDA trends
Land Drilling margin impact from divestment?
H1/H2 2026 EBITDA split and distribution
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Archer earnings date

Logotype for Archer
Q4 202527 Feb, 2026
Archer
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Archer earnings date

Logotype for Archer
Q4 202527 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Archer Limited is an oilfield services company that provides drilling and well services to the oil and gas industry. The company offers a range of services, including platform drilling, land drilling, well intervention, and specialized tools for well integrity and maintenance. Archer supports clients throughout the lifecycle of oil and gas wells, helping to optimize performance and extend the operational life of wells. The company is headquartered in Hamilton, Bermuda, and its shares are listed on the Oslo Stock Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage