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Drilling Tools International Corp (DTI) Fundamental Analysis & AI Grade 2026

DTI Nasdaq Oil & Gas Field Machinery & Equipment DE CIK: 0001884516
Update Pending • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
80% Confidence
NEUTRAL
D
87% Conf
B
74% Conf

📊 DTI Key Takeaways

Revenue: $38.0M
Net Margin: -4.1%
Free Cash Flow: $-10.9M
Current Ratio: 2.15x
Debt/Equity: 0.43x
EPS: $-0.04
AI Grade: D with 87% confidence
Drilling Tools International Corp (DTI) receives a C fundamental grade with 80% confidence from our AI analysis based on SEC 10-K filings. With revenue of $38.0M, net profit margin of -4.1%, and return on equity (ROE) of -1.3%, Drilling Tools International Corp demonstrates mixed fundamentals in the Industrial sector. Below is our complete DTI stock analysis for 2026.

Is Drilling Tools International Corp (DTI) a Good Investment?

Claude

DTI exhibits fundamental distress with negative operating cash flow (-$3.2M), deeply negative free cash flow (-$10.8M), and critically low cash reserves ($2.8M) relative to burn rate. The company is unprofitable across all margins (-4.1% net margin, -5.5% operating margin) with deteriorating earnings (-222.2% EPS decline YoY), while simultaneously deploying $7.7M in capital expenditures—an unsustainable dynamic that signals potential liquidity crisis.

ChatGPT

Drilling Tools International shows acceptable balance sheet health, solid liquidity, and positive operating cash flow, which supports near-term financial stability. However, profitability remains weak with negative operating and net margins, and free cash flow is effectively breakeven to slightly negative despite revenue growth. The fundamentals suggest a business that is stable but not yet demonstrating high-quality earnings or durable margin expansion.

Drilling Tools International Corp Key Strengths (DTI)

Claude
  • + Current ratio of 2.15x and quick ratio of 1.57x provide near-term operating flexibility
  • + Moderate leverage with debt-to-equity of 0.43x limits financial stress from debt service
  • + Modest revenue growth of 3.4% YoY demonstrates limited market traction despite operational losses
ChatGPT
  • + Solid liquidity profile with a 2.11x current ratio and 1.52x quick ratio
  • + Moderate leverage with debt-to-equity of 0.37x and equity materially above liabilities
  • + Positive operating cash flow of $19.92M indicates the core business is still generating cash before capital spending

DTI Stock Risks: Drilling Tools International Corp Investment Risks

Claude
  • ! Negative operating cash flow (-$3.2M) reveals core business cannot self-fund operations; cash reserves ($2.8M) insufficient to sustain annual burn rate
  • ! Persistent unprofitability with -4.1% net margin and -5.5% operating margin, combined with -222.2% year-over-year EPS deterioration
  • ! Unsustainable capital allocation: $7.7M CapEx combined with -$10.8M free cash flow indicates capital structure mismatch and potential covenant violations or equity dilution
ChatGPT
  • ! Profitability is weak, with negative operating income, negative net income, and a -2.4% net margin
  • ! Free cash flow is slightly negative because capital expenditure is consuming nearly all operating cash flow
  • ! Low cash balance of $3.65M limits flexibility if operating conditions weaken or investment needs rise

Key Metrics to Watch

Claude
  • * Operating cash flow return to positive territory—currently -$3.2M and critical
  • * Cash balance depletion timeline—at current burn rate, $2.8M reserves face exhaustion risk
  • * Path to operating profitability—operating margin must improve from -5.5% baseline
  • * CapEx reduction and working capital optimization to align with negative FCF reality
ChatGPT
  • * Operating margin improvement back into sustained positive territory
  • * Free cash flow generation after capital expenditures

Drilling Tools International Corp (DTI) Financial Metrics & Key Ratios

Revenue
$38.0M
Net Income
$-1.5M
EPS (Diluted)
$-0.04
Free Cash Flow
$-10.9M
Total Assets
$224.7M
Cash Position
$2.8M

💡 AI Analyst Insight

Strong liquidity with a 2.15x current ratio provides a solid financial cushion.

DTI Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -5.5%
Net Margin -4.1%
ROE -1.3%
ROA -0.7%
FCF Margin -28.6%

DTI vs Industrial Sector: How Drilling Tools International Corp Compares

How Drilling Tools International Corp compares to Industrial sector averages

Net Margin
DTI -4.1%
vs
Sector Avg 10.0%
DTI Sector
ROE
DTI -1.3%
vs
Sector Avg 15.0%
DTI Sector
Current Ratio
DTI 2.2x
vs
Sector Avg 1.8x
DTI Sector
Debt/Equity
DTI 0.4x
vs
Sector Avg 0.7x
DTI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Drilling Tools International Corp Stock Overvalued? DTI Valuation Analysis 2026

Based on fundamental analysis, Drilling Tools International Corp has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
-1.3%
Sector avg: 15%
Net Profit Margin
-4.1%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.43x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Drilling Tools International Corp Balance Sheet: DTI Debt, Cash & Liquidity

Current Ratio
2.15x
Quick Ratio
1.57x
Debt/Equity
0.43x
Debt/Assets
46.4%
Interest Coverage
N/A
Long-term Debt
$51.8M

DTI Revenue & Earnings Growth: 5-Year Financial Trend

DTI 5-year financial data: Year 2023: Revenue $152.0M, Net Income $21.1M, EPS $1.07. Year 2024: Revenue $154.4M, Net Income $14.7M, EPS $0.59. Year 2025: Revenue $159.6M, Net Income $3.0M, EPS $0.09.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Drilling Tools International Corp's revenue has shown modest growth of 5% over the 5-year period. The most recent EPS of $0.09 reflects profitable operations.

DTI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-28.6%
Free cash flow / Revenue

DTI Quarterly Earnings & Performance

Quarterly financial performance data for Drilling Tools International Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $38.0M -$1.5M $-0.04
Q3 2025 $38.8M $365.0K $0.03
Q2 2025 $37.5M $365.0K $0.01
Q1 2025 $37.0M -$1.7M $-0.05
Q3 2024 $38.1M $365.0K $0.03
Q2 2024 $37.5M $365.0K $0.01
Q1 2024 $37.0M $3.1M $0.11
Q3 2023 $36.5M $937.0K $0.14

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Drilling Tools International Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$3.2M
Cash generated from operations
Stock Buybacks
$706.0K
Shares repurchased (TTM)
Capital Expenditures
$7.7M
Investment in assets
Dividends
None
No dividend program

DTI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Drilling Tools International Corp (CIK: 0001884516)

📋 Recent SEC Filings

Date Form Document Action
May 15, 2026 4 xslF345X06/ownership.xml View →
May 13, 2026 4 xslF345X06/ownership.xml View →
May 13, 2026 4 xslF345X06/ownership.xml View →
May 13, 2026 4 xslF345X06/ownership.xml View →
May 8, 2026 10-Q dti-20260331.htm View →

Frequently Asked Questions about DTI

What is the AI rating for DTI?

Drilling Tools International Corp (DTI) has a Combined AI Grade of C from Claude (D) and ChatGPT (B) with 80% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DTI's key strengths?

Claude: Current ratio of 2.15x and quick ratio of 1.57x provide near-term operating flexibility. Moderate leverage with debt-to-equity of 0.43x limits financial stress from debt service. ChatGPT: Solid liquidity profile with a 2.11x current ratio and 1.52x quick ratio. Moderate leverage with debt-to-equity of 0.37x and equity materially above liabilities.

What are the risks of investing in DTI?

Claude: Negative operating cash flow (-$3.2M) reveals core business cannot self-fund operations; cash reserves ($2.8M) insufficient to sustain annual burn rate. Persistent unprofitability with -4.1% net margin and -5.5% operating margin, combined with -222.2% year-over-year EPS deterioration. ChatGPT: Profitability is weak, with negative operating income, negative net income, and a -2.4% net margin. Free cash flow is slightly negative because capital expenditure is consuming nearly all operating cash flow.

What is DTI's revenue and growth?

Drilling Tools International Corp reported revenue of $38.0M.

Does DTI pay dividends?

Drilling Tools International Corp does not currently pay dividends.

Where can I find DTI SEC filings?

Official SEC filings for Drilling Tools International Corp (CIK: 0001884516) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DTI's EPS?

Drilling Tools International Corp has a diluted EPS of $-0.04.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is DTI's fundamental grade?

Based on our AI fundamental analysis in June 2026, Drilling Tools International Corp has a C grade with 80% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is DTI stock overvalued or undervalued?

Valuation metrics for DTI: ROE of -1.3% (sector avg: 15%), net margin of -4.1% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is DTI's AI grade for 2026?

Our dual AI analysis gives Drilling Tools International Corp a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DTI's free cash flow?

Drilling Tools International Corp's operating cash flow is $-3.2M, with capital expenditures of $7.7M. FCF margin is -28.6%.

How does DTI compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -4.1% (avg: 10%), ROE -1.3% (avg: 15%), current ratio 2.15 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI