RPC, Inc. (RES) Q1 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.314 not broad-based yet at this point. 00:00:04.616 -- 00:00:09.562 So I would say it's incrementally positive, but like I said, it's not really broad-based 00:00:09.562 -- 00:00:12.105 yet at this point. 00:00:12.105 -- 00:00:17.612 Hey, and Don, just to, sorry to interrupt, just to point out too, you know, 00:00:17.612 -- 00:00:22.177 spot really impact, you're referring to pressure pumping and, you know, that's really 00:00:22.177 -- 00:00:25.880 only 31% of our overall revenue. 00:00:26.457 -- 00:00:31.704 Well, I was just going to say, is that across all kind of product 00:00:31.704 -- 00:00:35.690 lines, right? Because I would assume that through tubing and coil, 00:00:35.690 -- 00:00:40.737 which is the fastest kind of return dollars from an operator's perspective, would 00:00:40.737 -- 00:00:44.279 see some firming as well. 00:00:44.342 -- 00:00:47.487 Some, but they have a lot of larger customers. 00:00:47.487 -- 00:00:52.514 So really, I mean, the spot is not as big a part of their business as it is 00:00:52.514 -- 00:00:54.674 for pumping. 00:00:54.777 -- 00:00:56.360 Okay. 00:00:56.360 -- 00:00:58.302 And then obviously 00:00:58.302 -- 00:01:03.369 you stacked a few fleets over the past couple quarters, and I don't 00:01:03.369 -- 00:01:08.435 know what state those fleets are in, but I would assume that they could be brought back 00:01:08.435 -- 00:01:13.822 fairly quickly if that call arises. Just any thoughts around, 00:01:13.822 -- 00:01:19.189 you know, the yards to bring back equipment or upgrade equipment 00:01:19.189 -- 00:01:21.192 here and 00:01:21.192 -- 00:01:26.735 the potential cost to bring back a fleet? I would assume that it's, you know, $3 million 00:01:26.735 -- 00:01:31.502 just for fluid and stuff like t...