文章核心观点 - 特朗普如果当选连任,其可能的政策将为以下几只股票提供催化剂 [1][3] - 特朗普提出的跨行业10%关税以及对中国商品至少60%的关税,将大幅提升美国钢铁制造商Nucor的销售 [5][6][7] - 特朗普承诺提高国内石油天然气产量,这将有利于领先油服公司Halliburton的业务 [9][10][11] - 特朗普政府可能会对Medicare Advantage计划实施更宽松的监管,这将有利于最大医疗保险公司UnitedHealth Group [13][14][15][16] 行业和公司总结 钢铁行业 - Nucor是一家美国钢铁制造商,面临来自中国等国家的激烈竞争 [6] - 特朗普提出的对中国商品征收至少60%关税,以及对所有进口商品征收10%关税,将大幅提升Nucor的销售 [5][7] - Nucor目前股价估值较低,仅12.6倍预期市盈率,在更加保护主义的环境下其利润和股价有望提升 [8] 油气行业 - Halliburton是一家领先的油气行业产品和服务提供商,2023年46%收入来自北美市场 [10][11] - 特朗普承诺提高国内油气产量,这将有利于Halliburton的业务 [9] - Halliburton股价在过去12个月表现不佳,但在特朗普再次执政的情况下有望获得提振,目前股价仅11倍预期市盈率 [12] 医疗保险行业 - UnitedHealth Group是美国最大的医疗保险公司,其UnitedHealthcare是最大的Medicare Advantage计划提供商 [14] - 特朗普政府可能会对Medicare Advantage计划实施更宽松的监管,这将有利于UnitedHealth Group提供更多吸引退休人群的产品 [13][15] - 分析师预计特朗普二次执政后,司法部将放松对UnitedHealth Group医疗服务业务整合的审查 [16] - UnitedHealth Group股价近期创历史新高,但今年迄今涨幅不到10%,特朗普当选可能会成为其股价的催化剂 [17]

Halliburton Company (HAL) reported second-quarter 2024 adjusted net income per share of 80 cents, in line with the Zacks Consensus Estimate and above the year-ago quarter profit of 77 cents (adjusted). The robust numbers reflect strength in the international markets.Meanwhile, revenues of $5.8 billion were $35 million higher than the corresponding period of 2023 but missed the Zacks Consensus Estimate of $6 billion due to weak performance in the North American region.Inside Halliburton’s Regions & SegmentsN ...

Key TakeawaysHalliburton shares fell Friday morning after the company reported revenue that missed estimates as its U.S. operations lost ground.North American revenue slumped 8% amid a decline in U.S. pressure pumping services and a drop in Gulf of Mexico activity.The company's international revenue rose on high demand and activity levels, as well as "equipment tightness" in key drilling areas. Halliburton (HAL) shares slumped Friday as the big oilfield services provider’s U.S. business declined. The compan ...

Halliburton Company (HAL) has introduced the Sensori fracture monitoring service that provides continuous measurement and visualization of the subsurface. The solution is cost-effective and uses automation for the measurement and visualization processes.The Sensori service integrates non-intrusive technologies, automated data extraction and processing, and real-time subsurface data into one solution.  The idea is to provide operators with visibility and control over fracture performance.The service acquires ...

财务数据和关键指标变化 - 公司第二季度总收入为58亿美元,经营利润率为18% [7] - 公司第二季度自由现金流为7.93亿美元,同比增长将超过10% [23] - 公司第三季度预计完工及生产部门收入将下降1%-3%,利润率将下降75-125个基点 [24] - 公司第三季度预计钻探及评价部门收入将增长2%-4%,利润率将增加25-75个基点 [24] 各条业务线数据和关键指标变化 - 完工及生产部门第二季度收入为34亿美元,经营利润率为21% [20] - 钻探及评价部门第二季度收入为24亿美元,经营利润率为17% [20] 各个市场数据和关键指标变化 - 国际市场第二季度收入增长8%,连续12个季度同比增长 [8][9] - 国际市场预计全年收入增长约10% [9] - 北美市场第二季度收入下降8%,预计全年下降6%-8% [13][14] 公司战略和发展方向及行业竞争 - 公司在北美市场专注于提高价值而非市场份额,通过差异化技术和服务质量提高客户效率 [14][15][17] - 公司在国际市场专注于有利可图的增长,技术组合不断增强 [8][10][11][12] - 公司在钻探服务和人工举升等领域取得了良好进展,有助于提升利润率 [11][12] 管理层对经营环境和未来前景的评论 - 管理层对国际市场前景保持乐观,看好未来一年的增长机会 [9][35] - 管理层对北美市场短期内活动水平的下降表示担忧,但对2025年的复苏持乐观态度 [13][14][70] 其他重要信息 - 公司第二季度回购了2.5亿美元的普通股 [7][23] - 公司SAP系统部署进展顺利,预计2025年完成 [22] 问答环节重要的提问和回答 问题1 **Dave Anderson 提问** 询问公司在北美市场的合同续签情况 [26][27][28] **Jeff Miller 回答** 公司对合同续签保持乐观,预计未来一年内e-fleet占比将达到50% [27][28][61] 问题2 **Arun Jayaram 提问** 询问公司对2025年国际市场的预期 [34][35] **Jeff Miller 回答** 公司对2025年国际市场前景保持乐观,看好中东、拉丁美洲等地区的增长机会 [35] 问题3 **Neil Mehta 提问** 询问公司对北美市场活动底部的判断 [37][38][39] **Jeff Miller 回答** 公司认为北美市场活动将在2025年出现反弹,主要受益于并购后的新发展计划和天然气需求的恢复 [38][39][40]

Halliburton (HAL) came out with quarterly earnings of $0.80 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.77 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this provider of drilling services to oil and gas operators would post earnings of $0.74 per share when it actually produced earnings of $0.76, delivering a surprise of 2.70%.Over the last four quarters, the company has surpassed consensus EPS estimates ...

财务表现 - Halliburton2024年第二季度净收入为7.09亿美元，每股摊薄收益为0.80美元[3] - 第二季度总收入为58亿美元，营业利润率为18%[2] - Halliburton公司2024年第二季度净利润为13.22亿美元，较去年同期增长4.3%[37] - 2024年上半年现金及现金等价物为21.38亿美元，较去年同期略有下降[35] - 2024年上半年总资产为251.52亿美元，较去年同期略有增长[35] - 2024年上半年净现金流为9.99亿美元，较去年同期增长44.3%[59] - Halliburton公司2024年第二季度每股调整后净利润为0.80美元，较去年同期增长4.5%[47] - 2024年上半年长期债务为76.38亿美元，较去年同期基本持平[36] - 2024年上半年总股东权益为100.46亿美元，较去年同期增长6.5%[36] 业务表现 - 完成和生产部门第二季度营收为34亿美元，营业利润为7.23亿美元，环比增长5%[7] - 钻井和评估部门第二季度营收为24亿美元，营业利润为4.03亿美元[8] - 北美地区第二季度营收为25亿美元，环比下降3%[9] - 国际市场第二季度营收为34亿美元，环比增长3%[10] - 完成和生产业务2024年第二季度营收为34.01亿美元，较去年同期略有下降[39] - 完成和生产业务2024年第二季度营收为68.74亿美元，较去年同期略有下降[41] 新技术产品和合作 - Halliburton推出了GeoESP®提升泵和SentinelCem™ Pro水泥系统等新技术产品[16][17] - Halliburton与Wintershall Dea达成许可协议，使用Halliburton Landmark的新Unified Ensemble Modeling (UEM)解决方案[18] - Halliburton与AIQ达成合作协议，将AIQ的RoboWell自主井控(AWC)解决方案通过Halliburton Landmark的iEnergy混合云提供[19] 其他信息 - 参与者可以通过访问Halliburton网站通过实时网络广播收听电话会议[61] - 投资者关系联系人为David Coleman，联系方式为Investors@Halliburton.com，电话为281-871-2688[62] - 媒体关系联系人为Victoria Ingalls，联系方式为PR@Halliburton.com，电话为281-871-2601[63]

HOUSTON, TEXAS - JUNE 15: An entrance sign stands near Halliburton Headquarters on June 15, 2024 in ... [+] Houston, Texas. (Photo by Brandon Bell/Getty Images)Getty ImagesHalliburton stock (NYSE: HAL), an energy company organized into the exploration, development, and production of oil and natural gas, is scheduled to report its fiscal second-quarter results on Friday, July 19. We expect HAL’s stock to trade higher with revenues and earnings beating market expectations in its second quarter. It is anticipa ...

Halliburton Company (HAL) is set to release second-quarter results on Jul 19. The current Zacks Consensus Estimate for the to-be-reported quarter is a profit of 80 cents per share on revenues of $6 billion.Let’s delve into the factors that might have influenced the oilfield service firm’s performance in the September quarter. But it’s worth taking a look at HAL’s previous-quarter performance first.Highlights of Q1 Earnings & Surprise HistoryIn the last reported quarter, this Houston, TX-based provider of te ...

zhengzaishuru With a market capitalization of $29.76 billion as of this writing, Halliburton Company (NYSE:HAL) is a massive player in the energy services industry. Even though the general environment looks bullish for oil and natural gas at this point, shares of the company are going through a bit of pain. You see, back in April of this year, I wrote an article that took a bullish stance on the firm. I ended up rating the company a ‘buy’ because of a favorable oil environment, robust financial performa ...