Filing Flows › Industries › Energy › Drilling Oil & Gas Wells
Drilling Oil & Gas Wells SIC 1381
8 companies filing with the SEC under SIC 1381. Median revenue growth +3% year on year in Q3 2026 (middle half -7% to +12%, 6 companies). The growth model expects the industry's combined revenue to grow +6% in Q3 2026. 9 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- RIG → SHEL 22% of the supplier's revenue, $872M
- VAL → BP 35% of the supplier's revenue, $829M
- HPK → DK Trading and Supply, LLC 82% of the supplier's revenue, $708M
- NE → Exxon Mobil Corporation (“ExxonMobil”) 20% of the supplier's revenue, $647M
- NE → BP 17% of the supplier's revenue, $555M
- RIG → EQNR 12% of the supplier's revenue, $476M
- NE → XOM 12% of the supplier's revenue, $411M
- NE → SHEL 12% of the supplier's revenue, $404M
- HPK → ET 8% of the supplier's revenue, $69.1M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +5.8% | $6.3B | $5.8B – $6.8B |
| Q4 2026 | +11.0% | $6.5B | $5.9B – $7.2B |
| Q1 2027 | +14.4% | $6.6B | $5.8B – $7.3B |
| Q2 2027 | +16.6% | $7.0B | $6.2B – $7.9B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| PTEN Patterson UTI Energy | $1.3B | +14% | reacceleration |
| HP Helmerich & Payne | $1.0B | — | mature |
| RIG Transocean | $937M | -9% | contraction |
| NBR Nabors Industries | $872M | +7% | reacceleration |
| NE Noble | $729M | -9% | mature |
| VAL Valaris | $594M | -0.4% | mature |
| SDRL Seadrill | $428M | +18% | transition |
| HPK HighPeak Energy | $272M | — | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.