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  5. PHX: PHX had a big pop in the share price yesterday after they announced their year end financials, as well they announced a special dividend of 20 cents per share. [PHX Energy Services Corp.]
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Q: PHX had a big pop in the share price yesterday after they announced their year end financials, as well they announced a special dividend of 20 cents per share. I briefly looked at the financials and it seemed to me that PHX 's yearend looks a lot better in the headlines because they sold a lot of excess equipment. That is not sustainable. I only bought a small position in PHX in January and I am already up about 50 percent. I like the regular dividend and a special divvy is a bonus, but I suspect that the big pop in share price is not sustainable due to the nature of the earnings beat. How do you read PHX yearend financials? Why do you think the shares popped nearly 20 per cent today? And in your opinion is that gain sustainable?
Asked by Paul on February 26, 2026
5i Research Answer:

EPS of $0.35 beat estimates of $0.167 and sales of $183.89M beat estimates of $169.55M. Sales grew modestly year-over-year for the quarter, and its record sales were partially due to the increase in quarterly Rotary Steerable Systems (RSS) activity which accounted for 18% of its Q4 sales. Adjusted EBITDA margins improved to 20% and the special dividend does reflect management's confidence in cash flow and a commitment to shareholders. 

In Q4 2025 it sold $8.2M of equipment, which is higher than its $6.0M of proceeds for the same period in the prior year, and for the full-year it is $30.4M vs. $24.6M for the same period in the prior year. While the percentage increase is fairly high, we would not consider the amount to be overly material and inflating its results. Overall, its core operational segments (RSS activity, motor rentals, services) are driving the majority of revenues and EBITDA. The large one-day pop was mostly due to solid fundamental growth (margin expansion, earnings beat, analyst price target raises, and the special dividend which signaled confidence).