C&J Energy Services Overview Established, New Well Focused Service Provider New Well Diversified, New Well Focused Services Specialized Completions, Well Focused Services Construction and Intervention Services 1Q18 Revenue: 553 MM…
Strong Presence in Major U.S. Basins with a leading presence in the most active U.S. basins(1) Operating Footprint Revenue by Basin 5% 10% 8% 45% 10% 22% C&J Energy Services Assets West Texas South Texas / South…
How We Create Value for Our Shareholders Objectives Strategies Results Built-for-purpose, well maintained and scalable asset base Get Compensated Partner with customers dedicated fleets / services to maximize Higher Margins for Value…
Returns Example: Fleet Reactivation vs. Newbuild We Believe Fleet Reactivation Provides Superior Returns and Other Benefits Illustrative Return of a Reactivated Fleet(1) Illustrative Return of a Newbuild Fleet(1) IRR % Annual EBITDA…
How We Enhance Returns Over Time Disciplined Capital Deployment is the Key to Durable Returns Operating segments compete for capital based on returns Balanced Capital Capital deployed with clear visibility on revenue generation…
Durable Growth and Expanding Margins Five Consecutive Quarters of Double Digit Revenue and EBITDA Growth How We We Operate Operate Generates QoQ Growth (%) How Generates Durable Durable Growth Growth Revenue ( in millions) +…
Top Tier Profit Growth Relative to Peers Strong and Consistent Profit Growth through 2018 LTM Quarterly EBITDA, Indexed to 100(1) (Indexed to 100) 450 350 + 208% 250 + 132% + 132% + 69% 150 + 68% + 67% + 59% + 47% 50 +…
Committed, High Quality Customers Diverse customer base no individual Why Customers Choose C&J exposure greater than 10% of 2017 revenues Diversified, new well focused offerings Geographic footprint & scale Value-added…
Our Service Lines
Our New Well Business Has Strong Economics Today Fracturing Wireline & Pumping Coiled Tubing Cementing 1Q18 Revenue 49% 18% 5% 11% 269MM 100MM 26MM 62MM Current Performance Fracturing market remains One of our most profitable High…
Hydraulic Fracturing Is Our Biggest Product Line Fleet Reactivations Drive Attractive Returns 2018 Strategy and Reactivation Plan Frac Revenue QoQ Growth (%) ( in millions) + 9% Focussed on committed customers who appreciate + 14% +…
The Proven Market Leader in Wireline & Pumpdown Casedhole Solutions Leading The 1 service provider and market leader(1) Position Casedhole Solutions brand in high demand by operators in all basins Scalable Established in every major…
Technology Innovation Drives Higher Margins Research and Technology Drives Operational Efficiencies and Reduced Operating Costs Significant Savings In 2017 8+ million saved on perforating consumables 3+ million less capex for frac…
Expanding Presence in Cementing & Coiled Tubing Market 4th largest provider of cementing services in Position the U.S. with purchase of O-Tex Pumping(1) A market leader in high spec coiled tubing(1) All 2 and 2 coil units are fully…
Established Provider of Well Support Services Market Top 2 well services company in the U.S. Position with a proven brand name(1) Top 10 customers are majors and large independents recurring and stable Diversified Strong operating…
Capital Structure Positioned to Support Growth No Leverage and Ample Liquidity Key Highlights ( in millions) C&J has a strong liquidity position with ample financial flexibility to fund organic growth objectives and potential 414…
C&J Tenants: The Differentiated U.S. Oilfield Services Company Leading Diversified Modern, High-Quality 1 Service Provider in most 2 Asset Base U.S. land basins Established and Growing Focused on Quality, Safe 3 and Reliable…
APPENDIX A: Financial Review
Historical Financial Summary Select Historical Financial Information MM; unless otherwise stated Full Year Full Year 2016 1Q'17 2Q'17 3Q'17 4Q'17 2017 1Q'18 Revenue Completion Services 524 192 263 309 343 1,107 374 Well…
Non-GAAP Reconciliation Adjusted EBITDA Reconciliation* MM Full Year Full Year 2016 1Q'17 2Q'17 3Q'17 4Q'17 2017 1Q'18 Net Income / (Loss) (944) (32) (13) 10 57 22 21 Interest Expense 157 1 0 0 0 2 0 Income Tax / (Benefit) (129)…
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