Loading... Loading... On CNBC's “Mad Money Lightning Round,” Jim Cramer said he is not going to recommend Schlumberger Limited SLB here, even though he likes the company as it has “got too much business that is not acting well right now.“ On April 19, Schlumberger reported upbeat sales for its first quarter. When asked about BWX Technologies, Inc. BWXT, he said, “Interesting, but I'm going to have to give you GE Vernova GEV. I need to have some stability, yours does not have the stability that I like.” On M ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Schlumberger (SLB) . Schlumberger currently has an average brokerage rec ...

SLB OneSubsea, a collaboration between SLB (SLB) , Aker Solutions and Subsea7, has been awarded a significant contract by Equinor ASA (EQNR) for the second stage of Phase 3 of the North Sea Troll project. The joint venture, headquartered in Oslo and Houston, continues to strengthen its position as a key supplier to Equinor. The Troll field, located in the northern North Sea, is undergoing an expansion, with an eight-well project tied back to the Troll A Condeep platform. The latest contract from Equinor bui ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Let's take a look at what these Wall Street heavyweights have to say about Schlumberger (SLB) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Schlumberger currently has an average brokerage recommenda ...

In trading on Monday, shares of Schlumberger entered into oversold territory, changing hands as low as $48.61 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. Start slideshow: 10 Oversold Energy Stocks » In the case of Schlumberger, the RSI reading has hit 28.4 — by comparison, the universe of energy stocks cover ...

营收情况 - 第一季度2024年，SLB的营收为87亿美元，环比下降3%[45] - 数字化与集成部门营收为9.53亿美元，环比下降9%[50] - 油藏性能部门营收为17.25亿美元，环比下降1%[52] - 井建设部门营收为33.68亿美元，环比下降2%[55] 业务前景 - SLB对2024年全球营收增长前景持乐观态度，国际市场增长抵消了北美市场的疲软[46] - 预计全年边际扩张将受益于国际服务和设备能力紧张、技术采用增加和进一步提高运营效率[47] - 油气行业受益于不断增长的需求前景，国际和海上市场活动基础强劲，与SLB的业务优势密切相关[48] 财务状况 - SLB宣布将2024年股东资本总回报目标从25亿美元提高到30亿美元，其中0.5亿美元将用于额外的股票回购[77] - 截至2024年3月31日，SLB手头现金和短期投资为35亿美元，并与商业银行签订了总额50亿美元的承诺债务协议，其中47亿美元可供使用且未使用[78] - 2024年3月31日，SLB的商业票据计划下借款为3.45亿美元，全部分类为短期借款和长期债务的流动部分[79] 股票回购计划 - SLB董事会批准了100亿美元的股票回购计划，截至2024年3月31日，已回购20亿美元的普通股[93] - SLB的普通股回购活动在2024年第一季度表现良好，总共回购了约5.39亿股普通股[94] - SLB董事会于2016年1月21日批准了一项价值100亿美元的SLB普通股回购计划[93] - SLB截至2024年3月31日，在该计划下回购了20亿美元的SLB普通股[93] - 2024年1月至3月，SLB的普通股回购活动如下：1月购买了1,428.6万股，平均价格为50.63美元；2月购买了2,173.2万股，平均价格为48.37美元；3月购买了1,790.2万股，平均价格为51.86美元[94] 风险因素 - SLB和ChampionX之间的交易可能会受到多种因素和风险的影响，包括交易的最终结果、交易的时间安排、业务整合等[83] 全球业务 - SLB在100多个国家拥有全球业务，截至2024年3月31日，其中只有四个国家的净应收账款超过5%，其中墨西哥占12%[80] 矿业运营 - SLB的矿业运营受联邦矿业安全和健康管理局监管，有关矿业安全违规或其他监管事项的信息包含在报告的附件中[95]

Schlumberger (SLB) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 1.35%. A quarter ago, it was expected that this world's largest oilfield services company would post earnings of $0.84 per share when it actually produced earnings of $0.86, delivering a surprise of 2.38%. Over the la ...

Schlumberger (SLB) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 1.35%. A quarter ago, it was expected that this world's largest oilfield services company would post earnings of $0.84 per share when it actually produced earnings of $0.86, delivering a surprise of 2.38%. Over the la ...

Key Takeaways SLB reported revenue that came in better than forecasts, but North American sales declined. The oilfield services company matched earnings per share estimates, while revenue got a boost from an almost 18% gain in its international sales. SLB plans to return $7 billion to shareholders over the next two years. SLB (SLB) posted first-quarter earnings that were in line with analysts' expectations and revenue that slightly exceeded estimates, but North American sales declined. The company formerly ...

财务数据和关键指标变化 - 公司第一季度收入同比增长12.6%,剔除Aker收购影响,收入同比增长6.5% [11][32][33] - 国际市场收入同比增长18%,剔除Aker收购影响同比增长超过10%,其中中东和亚洲地区收入同比增长29% [13][33] - 北美市场收入同比下降6%,主要受天然气价格疲软、资本纪律和市场整合影响 [14][33] - 公司调整后EBITDA利润率为23.6%,同比提升51个基点 [34] - 公司调整后EBITDA同比增长15%,符合全年中个位数增长的指引 [34] - 公司分部经营利润率同比提升95个基点,主要得益于国际市场的强劲增长 [35] 各条业务线数据和关键指标变化 - 数字与集成业务收入同比增长7%,数字业务收入实现双位数增长,但APS业务收入持平 [36][37] - 储层性能业务收入同比增长15%,利润率同比提升356个基点至19.7% [38] - 井工建造业务收入同比增长3%,利润率基本持平 [39] - 生产系统业务收入同比增长28%,剔除Aker收购影响同比增长6%,利润率同比提升490个基点至14.2% [40] 各个市场数据和关键指标变化 - 中东和亚洲地区收入同比增长29%,是公司国际业务增长的主要驱动力 [13] - 沙特阿拉伯方面,预计全年内陆钻机数量将净增加20口,主要用于加速天然气产能扩张 [101][102][103] - 亚洲其他地区如印尼、马来西亚、泰国、中国海上和陆上、印度、孟加拉等也出现新一轮勘探开发投资 [114][115][116][117] 公司战略和发展方向及行业竞争 - 公司将继续专注于提高收入质量、资本纪律和执行效率,以产生强劲的现金流和股东回报 [17] - 公司看好当前的独特油气周期,认为这一周期具有广度、韧性和持久性,特别是在亚洲地区 [18][19][20] - 公司将通过整合、适合盆地的技术和数字化,帮助客户实现更低成本和更低碳排放的产油量 [19] - 公司将进一步加大在生产和采收市场的投入,包括通过收购ChampionX获得领先的生产化学品业务 [23][24][25] - 公司正在拓展碳捕集和封存业务,与Aker Carbon Capture合并以提供全面的碳捕集技术解决方案 [25][26][130][131][132][133] 管理层对经营环境和未来前景的评论 - 管理层认为当前的油气市场环境非常有利,全球能源需求持续增长,加上能源安全问题凸显,将支撑未来持续的投资 [18][19][28][29] - 管理层预计国际市场活动将继续保持强劲势头,尤其是中东和全球海上市场 [20][21][28][29] - 管理层对公司在生产和采收市场的发展前景持乐观态度,认为这一领域将成为未来重要的增长点 [23][24][25] - 管理层对公司数字业务的发展前景也持乐观态度,预计全年数字业务收入将实现高个位数增长 [16][57] 问答环节重要的提问和回答 问题1 **James West 提问** 您如何看待当前的油气周期以及其持续时间?[51][52][53][54][55] **Olivier Le Peuch 回答** 公司认为当前的油气周期具有广度、韧性和持久性,主要得益于强劲的能源需求和对能源安全的重视。尤其是在亚洲地区,新一轮的勘探开发投资正在兴起,为公司带来持续的增长机会。[52][53][54][55] 问题2 **David Anderson 提问** 公司收购ChampionX的时机与当前的油气周期有何关联?[64][65][66][67] **Olivier Le Peuch 回答** 公司认为生产和采收市场将是未来的重点增长领域,ChampionX的生产化学品业务将为公司带来协同效应,帮助客户提高产能和延长资产寿命。这与当前油气周期无关,而是公司战略性的布局。[67][68][69][70] 问题3 **Arun Jayaram 提问** 您如何评价沙特阿拉伯近期的钻机活动变化?[79][80][81][82] **Olivier Le Peuch 回答** 沙特阿拉伯正在加快天然气产能扩张,预计全年内陆钻机数量将净增加20口,同时减少部分海上浅水钻机。但整体来看,公司在沙特阿拉伯的业务前景仍然良好,不会对公司的中东业务增长目标产生重大影响。[101][102][103]