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Ranger Energy Services RNGR High Specification Rigs — Concentration risk (as a percent)

Other product segments

Processing Solutions and Ancillary Services
65%+491%
Wireline Services
36%+1,100%

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Other financials

Income statement

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Revenue$176.5M+25.5%
Gross profit$33.8M+32.0%
Operating income$11.8M+37.2%
Net income$6.9M-5.5%
EPS (diluted)$0.29-9.4%

Balance sheet

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Cash & equivalents$4.2M-91.4%
Total debt$39.1M+42.2%
Total equity$302.9M+9.4%
Total assets$467.6M+22.5%

Cash flow

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Operating cash flow$26.4M+27.5%
CapEx$6.4M+1.6%
Free cash flow-$21.7M-738%

Valuation

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Market cap$388.01M+41.0%
Enterprise value$422.91M+66.6%
P/E27.1×+14.8×
P/S0.6×+0.2×

Profitability

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Gross margin17.7%-0.3pp
Operating margin3.7%-1.7pp
Net margin2.4%-1.6pp
FCF margin3.1%-5.4pp

Returns & leverage

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Return on equity4.9%-3.4pp
Debt / equity0.1×0.0×
Current ratio1.7×-0.7×

Where this comes from

Reported directly by Ranger Energy Services in its filing.

Tagged under the XBRL concept us-gaap:ConcentrationRiskPercentage1.

The source filing: Ranger Energy Services’s 10-Q, filed July 28, 2026.

Filed
Jul 28, 2026, 4:10 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-050161

During the three months ended June 30, 2026, three customers accounted for approximately 37%, 15%, and 12%, respectively, of the Company’s consolidated revenues. These customers contributed 60% of the revenue for high specification rigs, 36% for wireline services, and 65% for processing solutions and ancillary services. During the six months ended June 30, 2026, three customers accounted for approximately 38%, 16%, and 11%, respectively, of the Company’s consolidated revenues. These customers contributed 60% of the revenue for high specification rigs, 34% for wireline services, and 71% for processing solutions and ancillary services. As of June 30, 2026, approximately 69% of the net accounts receivable balance, in aggregate, was due from these customers.

Item 1. Financial Statements (Unaudited)

FAQ

What is Ranger Energy Services's high specification rigs — concentration risk (as a percent)?
Ranger Energy Services (RNGR) reported high specification rigs — concentration risk (as a percent) of 60% in Q2 2026.
How has Ranger Energy Services's high specification rigs — concentration risk (as a percent) changed year-over-year?
Ranger Energy Services's high specification rigs — concentration risk (as a percent) increased by 66.7% year-over-year, from 36% to 60%.
What does high specification rigs — concentration risk (as a percent) mean?
This metric represents the percentage of total segment revenue derived from a limited number of key customers or a specific client group. High concentration indicates significant dependency on a few entities, which increases the risk of revenue volatility if those relationships are terminated. It is a key indicator of market diversification and customer base stability.

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