Added to YB: 2026-03-10
Pitch date: 2026-03-07
ESI.TO [neutral]
Ensign Energy Services Inc.
+2.62%
current return
Author Info
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Company Info
Ensign Energy Services Inc., together with its subsidiaries, provides oilfield services to the oil and natural gas industries in Canada, the United States, and internationally.
Market Cap
CAD 674.0M
Pitch Price
CAD 3.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.20
P/E
-17.48
EV/Sales
0.99
Sector
Energy Equipment and Services
Category
turnaround
Ensign Energy Services Q4 2025 Update – $ESI.to
ESI.TO (earnings): Q4 rev $418.8M (-2% YoY), EBITDA $107.5M (-5% YoY); FY25 rev $1.64B (-3%), EBITDA $389.8M (-13%). Net debt down to $918.6M from $1.02B, expect to hit $600M debt reduction target H1 2026. Trading 4x EV/EBITDA. Canada stable on TMX/LNG demand, US drilling up but well servicing weak, International down 17% on contract roll-offs. Long-term leverage target 1-1.5x. EDGE automation on 60% of fleet adds $1-1.5k/day margin.
Read full article (5 min)