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DNOW (DNOW) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2025-11-06 01:01
财务业绩摘要 - 公司报告2025年第三季度营收为6.34亿美元,同比增长4.6% [1] - 季度每股收益为0.26美元,高于去年同期的0.21美元 [1] - 营收较扎克斯共识预期6.392亿美元低0.81%,但每股收益超出预期8.33% [1] 关键运营指标表现 - 美国地区营收达5.27亿美元,同比增长9.3%,与分析师平均预期5.2725亿美元基本持平 [4] - 其他国际地区营收为5400万美元,同比下降8.5%,低于分析师平均预期的5625万美元 [4] - 加拿大地区营收为5300万美元,同比下降18.5%,低于分析师平均预期的5575万美元 [4] 市场表现与比较 - 公司股价在过去一个月内下跌5.9%,同期标普500指数上涨1% [3] - 公司目前扎克斯评级为4级(卖出),预示其近期表现可能弱于大市 [3]
Investors Heavily Search SLB Limited (SLB): Here is What You Need to Know
ZACKS· 2025-11-05 23:01
SLB (SLB) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this world's largest oilfield services company have returned +5% over the past month versus the Zacks S&P 500 composite's +1% change. The Zacks Technology Services industry, to which SLB belongs, has lost 3.1% over this period. Now the key question is: Where could the stock be headed in the near te ...
Coterra Q3 Earnings Miss Estimates, Revenues Beat, Expenses Rise Y/Y
ZACKS· 2025-11-05 22:31
财务业绩 - 第三季度调整后每股收益为0.39美元,低于市场预期的0.41美元,但高于去年同期的0.30美元 [1] - 营业收入为18亿美元,超出市场预期6000万美元,但较去年同期下降33.7% [2] - 运营费用从去年同期的10.35亿美元增至13.47亿美元,增幅30.1% [1][11] 股东回报 - 董事会宣布季度现金股息为每股0.22美元,与上一季度持平 [3] - 年内已支付现金股息5.04亿美元,截至2025年9月股东总回报近5.51亿美元 [4] - 在20亿美元股票回购计划中,仍有11亿美元额度可用,公司已于10月重启机会性回购 [4] 生产与价格 - 第三季度日均产量为78.5万桶油当量,同比增长17.3%,超出市场预期 [6] - 石油日均产量大幅增长50.3%至16.68万桶,天然气液体日均产量增长23.8%至13.58万桶 [7] - 原油实现价格同比下降13.4%至每桶64.10美元,天然气实现价格同比上涨至每千立方英尺1.95美元 [8][9] 成本与现金流 - 单位平均成本从去年同期的每桶油当量16.96美元升至19.33美元 [10] - 运营现金流同比增长28.6%至9.71亿美元,自由现金流为5.33亿美元 [12] - 公司专注于削减债务,已偿还与收购相关的10亿美元定期贷款中的6亿美元 [5] 财务状况与指引 - 截至9月30日,公司拥有9800万美元现金及等价物,总流动性约21亿美元,净长期债务42亿美元,负债资本比为20% [13] - 2025年资本支出指引约为23亿美元,全年等效产量指引上调至77.2-78.2万桶油当量/日 [14] - 第四季度预计等效产量为77-81万桶油当量/日,资本支出约5.3亿美元,并重申全年有效税率22% [15] 行业其他公司表现 - Liberty Energy第三季度调整后每股亏损0.06美元,差于市场预期,业绩受宏观经济逆风和压裂活动放缓影响 [18][19] - Valero Energy第三季度调整后每股收益3.66美元,远超市场预期,主要得益于炼油利润率和乙醇利润率上升 [20][21] - Halliburton第三季度调整后每股收益0.58美元,超出市场预期,但低于去年同期,北美业务活动较为疲软 [21][22]
Dril-Quip(DRQ) - 2025 Q3 - Earnings Call Transcript
2025-11-05 00:00
Innovex International (NYSE:DRQ) Q3 2025 Earnings Call November 04, 2025 10:00 AM ET Speaker3Good morning and welcome to Innovex's third quarter 2025 earnings call. At this time, all participants are in listen-only mode, and there will be a question-and-answer opportunity at the end of this call. As a reminder, this call is being recorded. At this time, I would like to turn the call over to Avinash Kottupa, Senior Director of Investor Relations. Please go ahead.Speaker6Good morning, everyone, and thank you ...
Dril-Quip(DRQ) - 2025 Q3 - Earnings Call Presentation
2025-11-04 23:00
业绩总结 - 2025年第三季度收入为2.4亿美元,较上季度增长7%[28] - 2025年第三季度净收入为3900万美元,净收入率为16%[47] - 2025年第三季度调整后EBITDA为4400万美元,调整后EBITDA利润率为18%[28][47] - 2023年总收入为5.56亿美元,较2022年的4.67亿美元增长19%[50] - 2023年调整后EBITDA为1.32亿美元,调整后EBITDA率为24%[50] 现金流与财务状况 - 2025年第三季度运营产生的净现金为4800万美元[28] - 2025年第三季度自由现金流为3700万美元[28] - 第三季度自由现金流占调整后EBITDA的84%[38] - 现金余额充足,剩余约9070万美元的回购授权[38] 未来展望 - 2025年第四季度收入预期在2.35亿至2.45亿美元之间[28] - 2025年第四季度调整后EBITDA预期在4200万至4700万美元之间[28] - 预计通过成本协同效应,调整后EBITDA利润率将提升至25%[37] 资产处置与市场表现 - 公司完成了9000万美元的Eldridge设施出售,增强了现金流[29] - 设施出售后,公司的足迹减少了80%,从113英亩缩减至约23英亩[31] - 美国土地组合在市场中持续超越,市场份额不断增长[38] - 子海业务与OneSubsea的合作扩大了可寻址市场和市场份额[38] 运营效率 - 第三季度的按时交付率提升至76%,较2024年第三季度的50%有所改善[38]
'Big Short' Michael Burry bet against Palantir and Nvidia
Markets Insider· 2025-11-04 14:29
"Big Short" investor Michael Burry backed his market bubble warning with big money. Burry's hedge fund, Scion Asset Management, made massive bearish wagers using put options — contracts that profit when share prices fall — on Nvidia and Palantir Technologies, according to a regulatory filing released Monday for the quarter ending September 30.Scion disclosed a 1 million-share equivalent put on Nvidia valued at about $186.6 million, and a 5 million-share equivalent put on Palantir worth roughly $912 million ...
Michael Burry Is Super-Bearish On Palantir — With 5 Million Puts
Benzinga· 2025-11-04 07:17
A new regulatory filing shows that billionaire investor Michael Burry's hedge fund Scion Asset Management purchased five million put options on Palantir Technologies, Inc. (NASDAQ:PLTR) and one million put options on NVIDIA Corp. (NASDAQ:NVDA), among other changes to its portfolio. PLTR stock is at all-time highs. See the details here. Bearish on PLTR, NVDA Burry's massive bearish position in Palantir has a market value of $912.1 million and the Nvidia puts are worth $186.58 million, according to Whale Wisd ...
SLB launches new AI product as it focuses on digital sales growth
Yahoo Finance· 2025-11-03 23:57
HOUSTON (Reuters) -Energy technology company SLB launched a new artificial intelligence tool on Monday to automate processes and workflows for oilfield service companies moving to leverage AI to unlock growth. SLB's new technology, Tela, will be embedded into the company's portfolio of applications and platforms, and users will interact through a simple conversational interface. Tela agents can work in collaboration with humans or autonomously to take decisions on things like interpreting well logs, pred ...
Boeing upgraded, Charter downgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-11-03 22:42
Top 5 Initiations: Jefferies initiated coverage of Chime (CHYM) with a Hold rating and $17 price target. The firm views Chime as a leading U.S. neo-bank with 9M active members, but says the stock's path for a near-term re-rating "is tough" with slowing growth in the back of 2025, a broadened customer acquisition strategy, and lack of concrete valuation support until GAAP margins inflect. Goldman Sachs initiated coverage of Alliance Laundry (ALH) with a Buy rating and $32 price target. The firm says the ...
Cleantek Industries Provides Corporate Update
Newsfile· 2025-11-03 22:00
Calgary, Alberta--(Newsfile Corp. - November 3, 2025) - Cleantek Industries Inc. (TSXV: CTEK) ("Cleantek" or the "Company") an innovative provider of patented clean technology solutions that reduce both cost and carbon intensity in the wastewater management and industrial lighting sectors, is pleased to provide a corporate update on its strategy and recent developments. Operational and Solution Highlights:HALO™ - Cleantek continues to advance its leadership position in North American lighting solutions, su ...