Expro Group (NYSE:XPRO) Announces Quarterly Earnings Results, Meets Expectations

Expro Group (NYSE:XPRO) posted its quarterly earnings results on Thursday. The company reported $0.21 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.21, FiscalAI reports. Expro Group had a return on equity of 5.11% and a net margin of 3.22%.The business had revenue of $382.13 million for the quarter, compared to analyst estimates of $413.47 million. During the same period last year, the company earned $0.19 EPS. Expro Group’s revenue for the quarter was down 12.5% compared to the same quarter last year.

Here are the key takeaways from Expro Group’s conference call:

• Expro reported FY2025 revenue of $1.6 billion, Adjusted EBITDA of $353 million (22% margin), and Adjusted free cash flow of $127 million, more than doubling FCF from 2024 and improving liquidity.
• Backlog increased to $2.5 billion (a $196 million Q4 rise) and includes a notable four‑year, $380 million North Africa award, giving multi‑year revenue visibility.
• 2026 revenue is guided to be roughly flat to 2025, but management expects further EBITDA margin expansion and higher free cash flow (stable CapEx); they cautioned Q1 will be seasonally weaker.
• Management emphasized technology deployments and globalization—first‑of‑its‑kind XRD Spider, CATs ATX real‑time downhole control, and wider Coretrax rollouts—which they say boost efficiency, safety, and wallet share.
• Capital allocation remains balanced across organic investment, selective M&A, shareholder returns (target ≥1/3 of FCF via buybacks), and a strong balance sheet; total liquidity was $551 million after a voluntary revolver paydown.

Expro Group Stock Up 0.3%

XPRO stock opened at $17.83 on Friday. The business has a 50 day moving average of $15.14 and a 200 day moving average of $13.60. The firm has a market cap of $2.02 billion, a PE ratio of 39.61 and a beta of 1.01. Expro Group has a twelve month low of $6.70 and a twelve month high of $18.38. The company has a quick ratio of 1.74, a current ratio of 2.11 and a debt-to-equity ratio of 0.07.

Expro Group News Summary

Here are the key news stories impacting Expro Group this week:

• Positive Sentiment: Management reported strong adjusted EBITDA ($88M) and an adjusted EBITDA margin of 23.1%, with operating cash flow of $57M — metrics that support profitability and cash conversion despite top-line pressure. BusinessWire: Q4 Results & Guidance
• Positive Sentiment: Market reaction initially showed upside — shares rose after the release in part because earnings met estimates and margins/cash were solid, suggesting investors focused on profitability improvement. Investing.com: Shares Rise Despite Revenue Miss
• Neutral Sentiment: Reported EPS of $0.21 matched Street estimates (Zacks/consensus) and was modestly above the prior-year quarter ($0.19), removing an earnings surprise risk but not providing upside to forecasts. Zacks: Matches Q4 Earnings Estimates
• Neutral Sentiment: Full-year 2026 revenue guidance was provided in a range that is broadly in line with some consensus views for the year, limiting downside to full-year expectations even as near-term guidance was cut. BusinessWire: Q4 Results & Guidance
• Neutral Sentiment: For deeper context on commentary and forward assumptions, analysts and investors can review the earnings call transcript and presentation slide deck released with the results. Seeking Alpha: Q4 Earnings Call Transcript
• Negative Sentiment: Revenue came in at $382M versus consensus near $413M — a ~12.5% YoY decline — which is the primary negative driver and raises questions about near-term demand. MarketBeat: Q4 Results Summary
• Negative Sentiment: Management cut first-quarter 2026 revenue guidance to ~$360–$370M, well below consensus (~$407.7M), which is the key near-term headwind for the stock and may pressure estimates and sentiment until visibility improves. BusinessWire: Q4 Results & Guidance
• Negative Sentiment: Expro had experienced operational weakness in prior quarters that left the company more exposed if demand softness continues, a theme highlighted in pre-earnings coverage. Investing.com: Under Pressure After Q3

Wall Street Analyst Weigh In

Several research analysts recently commented on XPRO shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Expro Group in a research note on Wednesday, January 21st. Barclays increased their target price on shares of Expro Group from $15.00 to $16.00 and gave the stock an “overweight” rating in a report on Tuesday, October 28th. Piper Sandler downgraded Expro Group from a “neutral” rating to an “underweight” rating and set a $13.00 price target on the stock. in a report on Thursday, December 18th. Finally, The Goldman Sachs Group increased their price objective on Expro Group from $12.00 to $15.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. Three analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $14.00.

Hedge Funds Weigh In On Expro Group

Several large investors have recently modified their holdings of XPRO. US Bancorp DE grew its position in Expro Group by 8.6% during the 3rd quarter. US Bancorp DE now owns 10,062 shares of the company’s stock valued at $120,000 after purchasing an additional 799 shares during the last quarter. Wells Fargo & Company MN lifted its stake in shares of Expro Group by 0.3% in the fourth quarter. Wells Fargo & Company MN now owns 331,758 shares of the company’s stock worth $4,429,000 after buying an additional 945 shares in the last quarter. Focus Partners Wealth grew its holdings in shares of Expro Group by 5.9% during the third quarter. Focus Partners Wealth now owns 17,147 shares of the company’s stock valued at $206,000 after buying an additional 954 shares during the last quarter. Jane Street Group LLC increased its position in shares of Expro Group by 3.1% during the fourth quarter. Jane Street Group LLC now owns 48,691 shares of the company’s stock valued at $650,000 after acquiring an additional 1,446 shares in the last quarter. Finally, Swiss National Bank raised its holdings in Expro Group by 0.9% in the 3rd quarter. Swiss National Bank now owns 190,100 shares of the company’s stock worth $2,258,000 after acquiring an additional 1,700 shares during the last quarter. Hedge funds and other institutional investors own 92.07% of the company’s stock.

Expro Group Company Profile

Expro Group plc is a global energy services company that specializes in well flow management and well testing solutions for the oil and gas industry. The company’s core offerings include wellhead and pressure control systems, downhole well construction tools, subsea intervention services, and integrated tubular running services. These capabilities enable exploration and production companies to optimize well performance, enhance safety and mitigate operational risk throughout the drilling, completion and intervention phases of the well life cycle.

Founded in 1973, Expro has grown both organically and through targeted acquisitions to establish a presence in more than 30 countries.