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NYSE: RNGR Ranger Energy Services, Inc. 8-K

Ranger Energy reports Q2 2026 net income of $6.9M, secures 18 ECHO hybrid rig contracts

Filed July 28, 2026 · Period ending July 28, 2026 · ~1 min read

5 key changes 3 high relevance 2 sections

Key Changes

  • high

    Secured contracts for 18 additional ECHO hybrid rigs (15 for major Permian operator, 3 for Chevron in Bakken), bringing total ECHO fleet commitment to 20 rigs requiring $48M investment with $15.5M received upfront from customers

    Exhibit 99.1 view on EDGAR →
  • high

    Q2 2026 net income of $6.9M and Adjusted EBITDA of $28.6M; generated $20.0M in free cash flow representing 86% conversion of Adjusted EBITDA

    Exhibit 99.1 view on EDGAR →
  • high

    AWS acquisition completed at 2.1x LTM Adjusted EBITDA with $4M expected annualized cost synergies; management expects to repay acquisition-related borrowings within one year and projects combined organization will generate over $100M in annual earnings capacity

    Exhibit 99.1 view on EDGAR →
  • medium

    Net debt less than 0.125x trailing twelve-month EBITDA with expectation to reach net debt zero before end of fiscal year 2026

    Exhibit 99.1 view on EDGAR →
  • medium

    Returned over $67M to shareholders through share repurchases and dividends since Q2 2023, representing more than 40% of free cash flow; repurchased over 4.6M shares (approximately 19% of shares outstanding as of June 30, 2026)

    Exhibit 99.1 view on EDGAR →

Summary

Ranger Energy disclosed Q2 2026 results showing net income of $6.9 million and Adjusted EBITDA of $28.6 million, with strong free cash flow conversion of 86%. The company's High-Spec Rigs segment delivered $20.6 million in Adjusted EBITDA at an 18.2% margin, while Processing Solutions and Ancillary Services contributed $10.0 million.

The most material development is the expansion of Ranger's ECHO hybrid rig fleet through new contracts totaling 18 rigs—15 for a major Permian operator and 3 for Chevron in the Bakken. These rigs are expected to deliver 500 basis points higher EBITDA margins than conventional rigs after the capital recovery period.

The company has already received $15.5 million upfront from customers against the $48 million total investment required. Ranger's balance sheet remains strong with net debt below 0.125x trailing EBITDA and management expects to reach net debt zero before year-end 2026. The AWS acquisition integration is progressing with $4 million in expected annualized cost synergies, and management projects the combined organization will generate over $100 million in annual earnings capacity. The company continues its capital returns program, having returned over $67 million to shareholders since Q2 2023 while maintaining its commitment to return at least 25% of free cash flow annually.

Section-by-Section Diff

Event · Item 7.01 — Regulation FD Disclosure

~52 words

Ranger Energy hosted Q2 2026 earnings call and posted results presentation on its website.

1 Added
Added Q2 2026 earnings disclosure medium

Added in current filing · verify on EDGAR →

On July 28, 2026, Ranger Energy Services, Inc. (the “Company”) hosted their second quarter financial and operating results conference call and posted the attached presentation on the Company’s website at www.rangerenergy.com.

The company disclosed its second quarter 2026 financial and operating results through a conference call and posted an accompanying presentation to its investor relations website. The 8-K does not include the actual financial results in the body text; those details would be in the attached presentation exhibit.

Event · Exhibit 99.1

Ranger Energy Services disclosed Q2 2026 results, ECHO hybrid rig expansion contracts, and AWS acquisition integration progress.

2 Added
Added Q2 2026 financial results high

Added in current filing · view on EDGAR →

Three Months Ended June 30, 2026 Net income (loss) $ 11.2 $ 1.0 $ 6.3 $ (11.6) $ 6.9 Interest expense, net — — — 1.1 1.1 Income tax expense — — — 3.4 3.4 Depreciation and amortization 9.2 2.4 3.7 0.3 15.6 EBITDA 20.4 3.4 10.0 (6.8) 27.0 Equity based compensation — — — 1.6 1.6 Gain on sale of assets — — — (1.2) (1.2) Severance and reorganization 0.2 0.2 — — 0.4 Acquisition related costs — — — 0.4 0.4 Adjustment to contingent consideration — — — 0.4 0.4 Adjusted EBITDA $ 20.6 $ 3.6 $ 10.0 $ (5.6) $ 28.6

Ranger reported Q2 2026 net income of $6.9 million and Adjusted EBITDA of $28.6 million. The High-Spec Rigs segment contributed $20.6 million in Adjusted EBITDA with an 18.2% margin, while Processing Solutions and Ancillary Services contributed $10.0 million. The company generated $20.0 million in free cash flow during the quarter, representing 86% conversion of Adjusted EBITDA.

Added Balance sheet strength medium

Added in current filing · view on EDGAR →

Balance Sheet remains strong: net debt less than 1/8th turn of TTM EBITDA; expectation to be net debt zero before end of FY 2026

Ranger's net debt stands at less than 0.125x trailing twelve-month EBITDA, and management expects to reach net debt zero before the end of fiscal year 2026. This strong balance sheet position supports the company's capital allocation strategy of pursuing growth opportunities while maintaining shareholder returns.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 29, 2026 · How we verify