RESRPC INC
Oil & Gas Field Services, NEC
- Revenue
- $1.6B
- 15% YoY
- Operating margin
- 2.8%
- 60% YoY
- EBITDA
- $206M
- 11% YoY
- Market cap
- $1.4B
- Employees
- 2,893
- $562K revenue each
- Net debt / EBITDA
- —
- AI in 10-K
- 2.7
- mentions per 10K words
Takeover score 2 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo628% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo19% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo6% of assetsOver 40% of assets
- Shareholder dissentNo96% lowest supportAny vote under 80% support
Buyer economics 2 of 4
- Low revenue per employeeYes$562K · 20th pctBottom quartile of its SIC industry
- Quiet on AINo2.7 per 10K words · 65th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedYes$1.4B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo$0 netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $865M | $1.6B | $1.6B | $1.4B | $1.6B | 15% |
| Operating income | $16M | $288M | $245M | $98M | $45M | 54% |
| Net income | $7M | $218M | $195M | $91M | $32M | 65% |
| Operating cash flow | $48M | $201M | $395M | $349M | $201M | 42% |
| Capex | $68M | $140M | $181M | $220M | $148M | 33% |
| Stock-based comp | $7M | $6M | $8M | $9M | $12M | 36% |
| Buybacks | $567K | $918K | $21M | $10M | $3M | 71% |
| Dividends | — | $9M | $35M | $34M | $35M | 2.0% |
Deal filings
None.
13D filers
| Filed | Filer | Form | Stake | Intent |
|---|---|---|---|---|
| Sep 21, 2026 | ROLLINS GARY W | SCHEDULE 13D/A | 14.4% | Passive |
| Mar 3, 2025 | ROLLINS GARY W | SCHEDULE 13D/A | 10.0% | Passive |
| Sep 27, 2023 | ROLLINS GARY W | SC 13D/A | 45.1% | Passive |
| Dec 5, 2022 | ROLLINS GARY W | SC 13D/A | 45.1% | Passive |
| Nov 9, 2022 | ROLLINS GARY W | SC 13D/A | 56.7% | Passive |
| Jun 6, 2022 | ROLLINS GARY W | SC 13D/A | 58.3% | Passive |
| Apr 4, 2022 | ROLLINS GARY W | SC 13D/A | 60.0% | Passive |
| Jan 24, 2022 | ROLLINS GARY W | SC 13D/A | 61.4% | Passive |
| Jun 21, 2021 | ROLLINS GARY W | SC 13D/A | 62.6% | Passive |
| Mar 5, 2021 | ROLLINS GARY W | SC 13D/A | 64.8% | Passive |
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.