Annual report [Section 13 and 15(d), not S-K Item 405]

Reporting Segments and Geographic Areas (Tables)

v3.25.4
Reporting Segments and Geographic Areas (Tables)
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information, by Segment The following tables set forth certain financial information with respect to the Company’s reportable segments (in thousands):
Year Ended December 31, 2025 Rentals Infrastructure Sand Accommodations Drilling Total
Revenue from external and related party customers $ 11,025  $ 4,086  $ 16,552  $ 8,954  $ 3,675  $ 44,292 
Intersegment revenue 73  —  —  —  —  73 
11,098  4,086  16,552  8,954  3,675  44,365 
Reconciliation of Revenue
Eliminations(a)
(73)
Total consolidated revenue $ 44,292 
Less segment expenses:
Cost of revenue, exclusive of depreciation, depletion, amortization and accretion, inclusive of related parties $ 6,701  $ 5,893  $ 18,117  $ 5,951  $ 3,765 
Selling, general and administrative, exclusive of stock based compensation 4,155  1,019  5,131  1,957  944 
Segment Adjusted EBITDA $ 242  $ (2,826) $ (6,696) $ 1,046  $ (1,034) $ (9,268)
Reconciliation of total segment Adjusted EBITDA
Less:
Other(b)
$ 8,163 
Depreciation, depletion, amortization and accretion 10,292 
Gains on disposal of assets, net (2,371)
Impairment of long-lived assets 31,669 
Stock based compensation 412 
Interest expense and financing charges, net (1,670)
Other expense, net 3,906 
Loss from continuing operations before income taxes $ (59,669)
Year Ended December 31, 2024 Rentals Infrastructure Sand Accommodations Drilling Total
Revenue from external customers $ 6,712  $ 1,476  $ 19,057  $ 10,851  $ 3,558  $ 41,654 
Intersegment revenue 393  —  —  —  —  393 
7,105  1,476  19,057  10,851  3,558  42,047 
Reconciliation of Revenue
Other(b)
3,950 
Eliminations(a)
(398)
Total consolidated revenue $ 45,599 
Less segment expenses:
Cost of revenue, exclusive of depreciation, depletion, amortization and accretion, inclusive of related parties 4,955  2,280  17,791  6,397  4,373 
Selling, general and administrative, exclusive of stock based compensation 1,851  880  6,741  2,361  1,338 
Segment Adjusted EBITDA $ 299  $ (1,684) $ (5,475) $ 2,093  $ (2,153) $ (6,920)
Reconciliation of total segment Adjusted EBITDA
Less:
Other(b)
$ 103,609 
Depreciation, depletion, amortization and accretion 11,715 
Gains on disposal of assets, net (2,762)
Stock based compensation 875 
Interest expense and financing charges, net 9,497 
Other expense (income), net 64,564 
Loss from continuing operations before income taxes $ (194,418)
(a) Includes eliminations for intersegment transactions.
(b) Includes activity related to non-operating legacy services that are no longer active.
Rentals Infrastructure Sand Accommodations Drilling Total
As of December 31, 2025:
Total assets for reportable segments $ 75,004  $ 2,598  $ 68,028  $ 14,309  $ 1,859  $ 161,798 
Other assets(a)
167,900 
Total consolidated assets, excluding discontinued operations $ 329,698 
As of December 31, 2024:
Total assets for reportable segments $ 8,451  $ 1,803  $ 118,855  $ 12,811  $ 1,870  $ 143,790 
Other assets(a)
130,049 
Total consolidated assets, excluding discontinued operations $ 273,839 
(a) Includes assets related to non-operating legacy services that are no longer active as well as corporate related assets, which include cash and cash equivalents, marketable securities, restricted cash and other current assets.
Following is a breakout of purchases of property, plant and equipment for the periods indicated (in thousands):
Year Ended December 31,
2025 2024
Rentals $ 69,953  $ 351 
Infrastructure 128  299 
Accommodations 343  161 
Drilling 128  184 
Total segment purchases of property, plant and equipment 70,552  995 
Other(a)
—  219 
Total consolidated purchases of property, plant and equipment, excluding discontinued operations $ 70,552  $ 1,214 
(a) Includes purchases related to non-operating legacy services that are no longer active.
Schedule of Revenue by Country
The following table presents consolidated revenues by country based on sales destination of the products or services (in thousands):
Year Ended December 31,
2025 2024
United States $ 27,508  $ 23,550 
Canada 16,708  22,033 
Other 76  16 
Total $ 44,292  $ 45,599 
Schedule of Long-lived Assets by Country
The following table presents long-lived assets, excluding deferred income tax assets, by country (in thousands):
Year Ended December 31,
2025 2024
United States $ 146,537  $ 127,712 
Canada 7,531  7,549 
Total $ 154,068  $ 135,261