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Halliburton(HAL) - 2024 Q1 - Quarterly Report
2024-04-24 23:32
公司业务范围 - 公司是能源行业最大的产品和服务提供商之一[26] - 完成和生产部门提供水泥、刺激、特种化学品、干预、压力控制、人工升压和完井产品和服务[27] - 钻井和评价部门提供现场和储层建模、钻井、流体、评价和精确井眼定位解决方案[28] 公司地理区域 - 公司的四个主要地理区域是北美、拉丁美洲、欧洲/非洲/独联体和中东/亚洲[29] 财务表现 - 在2024年第一季度,公司总收入为58亿美元,与2023年同期相比增长2%[34] - 完成和生产部门的收入略有下降,主要受到美国陆地压裂服务的减少的影响[34] - 钻井和评价部门的收入在2024年第一季度同比增长7%,主要受到中东和北美的钻井相关服务增加的影响[35] - 北美地区的收入在2024年第一季度下降8%,主要由于美国陆地的压裂服务减少[35] - 国际市场的收入在2024年第一季度增长12%,主要受到拉丁美洲多种产品服务线的活动增加的影响[35] - 公司预计2024年的资本支出约占收入的6%,并计划将50%以上的年度自由现金流返还给股东[39] 预测展望 - 公司预计2024年剩余时间内石油和天然气市场将保持强劲,需求增长将继续[45] - 公司预计北美业务将与去年持平,国际业务将实现低两位数年同比增长[46] 其他财务数据 - 公司在2024年第一季度的油价(WTI)为77.55美元/桶,布伦特原油价格为83.00美元/桶,亨利哈勃天然气价格为2.13美元/MMBtu[47] - 公司在2024年第一季度的美国陆地钻井数量为602个,较去年同期下降19%[44] - 公司在2024年第一季度的完成和生产业务收入为33.73亿美元,较去年同期下降1%[47] - 公司在2024年第一季度的钻井和评估业务收入为24.31亿美元,较去年同期增长7%[47] - 公司在2024年第一季度的总营业利润为9.87亿美元,较去年同期增长1%[47] - 公司在2024年第一季度的拉丁美洲收入为11.08亿美元,同比增长21%[49]
Halliburton (HAL) Q1 Earnings Beat on International Strength
Zacks Investment Research· 2024-04-24 00:01
Halliburton Company (HAL) reported first-quarter 2024 adjusted net income per share of 76 cents, surpassing the Zacks Consensus Estimate of 74 cents and improving from the year-ago quarter profit of 72 cents (adjusted). The outperformance reflects strength in the international markets, partly offset by weak performance in the North American region.Meanwhile, revenues of $5.8 billion were 2.2% higher than the corresponding period of 2023 and above the Zacks Consensus Estimate of $5.7 billion.Inside Halliburt ...
Halliburton(HAL) - 2024 Q1 - Earnings Call Transcript
2024-04-23 23:39
财务数据和关键指标变化 - 公司总收入为58亿美元,经营利润率为17% [7] - 国际业务收入增长12%,连续11个季度同比增长 [10] - 北美业务收入增长5%,但全年预计收入和利润率将与2023年持平 [14] 各条业务线数据和关键指标变化 - 完井及生产部门收入略有下降,但利润率增长3% [23] - 钻探及评价部门收入增长7%,利润率增长10个基点 [24] 各个市场数据和关键指标变化 - 欧洲/非洲地区收入增长10% [26] - 中东/亚洲地区收入增长6% [26] - 拉丁美洲地区收入增长21% [27] - 北美地区收入下降8%,但较上季度增长5% [27] 公司战略和发展方向及行业竞争 - 公司专注于油田服务业务,并持续投资于技术创新,如ZEUS平台、iCruise钻井系统等 [15][16][17][18] - 公司看好国际市场的长期增长前景,预计2024年国际业务收入将实现低个位数的增长 [10] - 公司认为全球能源需求持续增长,油气行业将在未来数十年内发挥关键作用 [8][9] 管理层对经营环境和未来前景的评论 - 管理层对公司业务前景充满信心,预计将实现强劲的自由现金流和股东回报 [35][21] - 管理层认为国际市场设备和人力资源紧缺,预计利润率将有所提升 [10] - 管理层预计北美市场2024年收入和利润率将与2023年持平 [14] 问答环节重要的提问和回答 问题1 **David Anderson 提问** ZEUS平台的竞争优势和保持领先地位的策略 [38][39] **Jeffrey Miller 回答** ZEUS平台是一个综合平台,不仅提供电气化和自动化,还集成了地下诊断技术,这些技术差异化优势有助于公司保持领先地位 [39] 问题2 **Neil Mehta 提问** 公司未来的并购策略 [49][50] **Jeffrey Miller 回答** 公司未来仍将以内生增长为主,关注通过小型并购获取新技术,推动研发进度,而不会有大规模的并购行为 [51] 问题3 **Arun Jayaram 提问** 公司在运营支出(OpEx)和开发支出(D&C)业务的战略布局 [55][56][57] **Jeffrey Miller 回答** 公司在OpEx业务如提升、化学品和井下作业方面已有较强的业务基础,未来将继续保持内生增长,同时D&C业务也保持强劲增长 [56][57]
Halliburton(HAL) - 2024 Q1 - Quarterly Results
2024-04-23 19:09
Exhibit 99.1 HALLIBURTON HALLIBURTON ANNOUNCES FIRST QUARTER 2024 RESULTS • Net income of $0.68 per diluted share. • Adjusted net income per diluted share of $0.76. • Revenue of $5.8 billion and operating margin of 17%. • Cash flow from operations of $487 million and free cash flow of $206 million. • Repurchases of approximately $250 million of common stock. 1 2 HOUSTON – April 23, 2024 – Halliburton Company (NYSE: HAL) announced today net income of $606 million, or $0.68 per diluted share, for the first qu ...
Halliburton (HAL) Registers a Bigger Fall Than the Market: Important Facts to Note
Zacks Investment Research· 2024-04-18 07:06
Halliburton (HAL) closed the latest trading day at $38.04, indicating a -1.04% change from the previous session's end. The stock's performance was behind the S&P 500's daily loss of 0.58%. Elsewhere, the Dow saw a downswing of 0.12%, while the tech-heavy Nasdaq depreciated by 1.15%.The provider of drilling services to oil and gas operators's shares have seen a decrease of 0.08% over the last month, not keeping up with the Oils-Energy sector's gain of 3.55% and outstripping the S&P 500's loss of 1.09%.The up ...
Can Halliburton (HAL) Pull Off a Strong Show in Q1 Earnings?
Zacks Investment Research· 2024-04-17 21:10
Halliburton公司业绩预测 - 预计第一季度底线将有2.8%的改善,营收预期将比去年同期增长0.1%[5] - 钻井与评估业务部门的第一季度运营收入预计将达到3.988亿美元,同比增长8.1%[6] - 预计第一季度销售成本将下降0.5%,这可能会提振公司的底线[7] 公司盈利预测 - 公司的Earnings ESP为+0.81%,Zacks Rank为3,预测本季度将实现盈利[9] 其他公司业绩表现 - Valero Energy Corporation (VLO)的预期EPS增长率为6%,表现优于行业平均增长率[11] - Marathon Petroleum (MPC)在过去四个季度中每次超过了Zacks Consensus Estimate,表现出色[13] - Diamondback Energy (FANG)的2024年Zacks Consensus Estimate显示了盈利增长[15]
Halliburton (HAL) Earnings Expected to Grow: Should You Buy?
Zacks Investment Research· 2024-04-16 23:07
The market expects Halliburton (HAL) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released o ...
SLB to Report Q1 Earnings: What's in the Offing?
Zacks Investment Research· 2024-04-16 21:26
SLB第一季度财报 - SLB将于2024年4月19日在开盘前公布第一季度财报[1] - SLB在过去四个季度中均超过了Zacks Consensus Estimate,平均超出2.09%[2] - SLB预计第一季度营收将达到86.9亿美元,较去年同期增长12.4%[3] - SLB在第一季度表现稳定,受益于与国有实体的长期合同,重点在复杂油田项目中的国际市场[4]
Here's Why Halliburton (HAL) is a Strong Growth Stock
Zacks Investment Research· 2024-04-12 22:50
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores.What are t ...
Halliburton (HAL) Stock Sinks As Market Gains: Here's Why
Zacks Investment Research· 2024-04-12 07:06
Halliburton (HAL) closed the latest trading day at $40.94, indicating a -0.41% change from the previous session's end. This change lagged the S&P 500's daily gain of 0.74%. Meanwhile, the Dow lost 0.01%, and the Nasdaq, a tech-heavy index, added 1.68%.The provider of drilling services to oil and gas operators's stock has climbed by 12.54% in the past month, exceeding the Oils-Energy sector's gain of 8.96% and the S&P 500's gain of 0.8%.Market participants will be closely following the financial results of H ...