Logotype for NCS Multistage Holdings Inc

NCS Multistage (NCSM) investor relations material

NCS Multistage Sidoti's Year End Virtual Investor Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for NCS Multistage Holdings Inc
Sidoti's Year End Virtual Investor Conference summary10 Dec, 2025

Company overview and market positioning

  • Focuses on technology-driven oilfield services and equipment, serving major global oil and gas producers.

  • Competes with larger, established firms by targeting niche areas for leadership and attractive margins.

  • Operates a capital-light model, outsourcing manufacturing to minimize investment and generate free cash flow.

  • Maintains a diversified customer base with limited concentration, serving over 200 clients annually.

  • Holds a 2% share in a $10 billion global completions market, with $180 million expected revenue in 2024.

Product lines and innovation

  • Four main product lines: Fracturing Systems, Repeat Precision, Tracer Diagnostics, and Well Construction.

  • Fracturing Systems account for 60% of revenue, with 30% market share in Canada and global leadership claims.

  • Repeat Precision expands addressable market with high-performance and dissolvable frac plugs.

  • Tracer Diagnostics, enhanced by the ResMetrics acquisition, provides data-driven well optimization.

  • Well Construction’s AirLock system supports efficient long-lateral drilling and completion.

Strategic growth and international expansion

  • Three core strategies: build on market leadership, capitalize on high-margin international growth, and commercialize innovative solutions.

  • International revenue doubled in 2024, rising from 5% to 10% of total revenue, driven by Middle East and North Sea growth.

  • Focuses on unconventional completions, offshore, and high-temperature applications for future growth.

  • Sees significant opportunity in Argentina’s Vaca Muerta and Middle Eastern unconventional markets.

  • Tracer Diagnostics product line helps international clients accelerate learning curves in unconventional development.

ResMetrics: Strategic value beyond financials?
How do you sustain margins despite market pressure?
Long-term unconventional market opportunities?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next NCS Multistage earnings date

Logotype for NCS Multistage Holdings Inc
Q4 20256 Mar, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next NCS Multistage earnings date

Logotype for NCS Multistage Holdings Inc
Q4 20256 Mar, 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

NCS Multistage Holdings, Inc. is a provider of engineered products and support services for the oil and gas industry, specializing in multistage completions. The company offers fracturing systems, liner hangers, and related technologies designed to optimize well construction, reservoir performance, and production efficiency. Its solutions are primarily used in unconventional oil and gas reservoirs, including shale plays, to enhance resource recovery. The company is headquartered in Houston, Texas, and its shares are listed on the NASDAQ.

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