Key Takeaways SLB outperformed the oil-energy sector and peers over the past six months. SLB trades above its 50-day SMA and has a VGM Score of B, showing value and positive earnings surprises. Strong global exposure, new energy ventures and data center growth support SLB despite oil price risksShares of SLB (SLB) have fallen 6.5% in the past six months, outperforming the oil-energy sector’s decline of 8.2%. The company also outperformed its peers, Core Laboratories (CLB) and Oceaneering International, In ...

NCS Multistage (NCSM) Conference May 21, 2025 02:55 PM ET Speaker0 Holdings Inc. Trades on the NASDAQ under the symbol NCSM. Happy to welcome back CEO and director Ryan Hummer. Ryan, thank you for joining us. We won't see you, but we can hear you. The floor is yours. Speaker1 Alright. Thank you, Anna. And, yeah, hope everyone's having a great day. I wanna thank Emerging Growth Conference for inviting us and wanna thank everyone that's taking the time to watch. So we move on to to slide three. We gave a full ...

Core Insights - The Williams Companies, Inc. (WMB) reported first-quarter 2025 adjusted earnings per share of 60 cents, exceeding the Zacks Consensus Estimate of 55 cents and increasing from 59 cents in the prior year [1] - Revenues for the quarter were $3 billion, missing the Zacks Consensus Estimate by $93 million, but up from $2.8 billion year-over-year, driven by increased service revenues and product sales [2] - Adjusted EBITDA for the quarter totaled $1.9 billion, reflecting a 2.8% year-over-year increase, supported by growth in natural gas demand and contributions from acquisitions and expansion projects [4] Segment Performance - Transmission & Gulf of Mexico segment reported adjusted EBITDA of $862 million, up 2.7% year-over-year, but below the Zacks Consensus Estimate of $898 million due to higher costs [5] - West segment's adjusted EBITDA was $354 million, a 7.9% increase from $328 million in the prior year, but below the consensus estimate of $366 million due to lower gathering volumes [6] - Northeast G&P segment achieved adjusted EBITDA of $514 million, up about 2% from $504 million, beating the Zacks Consensus Estimate by 3.8% due to higher rates and volumes [7] - Gas & NGL Marketing Services reported adjusted EBITDA of $155 million, down from $189 million year-over-year, but above the consensus mark of $119 million [8] Financial Overview - Total costs and expenses for the quarter were $1.9 billion, an increase of nearly 11.1% from the previous year [10] - Total capital expenditure (Capex) was $1 billion, with cash and cash equivalents of $100 million and long-term debt of $24.1 billion, resulting in a debt-to-capitalization ratio of 61.9% [10] Future Guidance - The company raised its 2025 adjusted EBITDA forecast to $7.7 billion, indicating a $50 million increase to the guidance midpoint [11] - Capital expenditure plans for 2025 include growth Capex ranging from $2.575 billion to $2.875 billion and maintenance Capex between $650 million and $750 million [11] - The company improved its leverage ratio for 2025 to a midpoint of 3.65x and raised its dividend by 5.3% to $2 per share for 2025 [12]

Magnolia Oil & Gas Corporation (MGY) reported a first-quarter 2025 net profit of 55 cents per share, which beat the Zacks Consensus Estimate of 53 cents. The bottom line also increased from the year-ago quarter’s 49 cents. This outperformance can be attributed to a healthy increase in production volumes driven by strong well productivity in the company’s Giddings asset.The oil and gas exploration and production company’s total revenues were $350.3 million, which beat the Zacks Consensus Estimate of $342 mil ...

ProPetro Holding Corp. (PUMP) reported a first-quarter 2025 adjusted profit per share of 9 cents, which beat the Zacks Consensus Estimate of 6 cents, backed by a 6.8% year-over-year decline in costs and expenses. However, the bottom line underperformed the year-ago profit of 18 cents.Revenues of $359 million beat the consensus mark of $341 million. This improvement can be attributed to better-than-expected service revenues in the Wireline and Hydraulic Fracturing segments. The revenues in the Wireline segme ...

Expand Energy Corporation (EXE) reported first-quarter 2025 adjusted earnings per share of $2.02, which beat the Zacks Consensus Estimate of $1.85. The company’s bottom line also outperformed the year-ago adjusted profit of 56 cents, fueled by strong production and higher sales price realization.Expand Energy’s ‘natural gas, oil and NGL’ revenues of $2.3 billion beat the Zacks Consensus Estimate of $2.2 billion and was significantly higher than the year-ago figure of $589 million.EXE’s Production & Price Re ...

Company Overview - Oceaneering International (OII) is a global provider of engineered services and products primarily to the offshore oil and gas industry [2] - The stock ended the last trading session at $18.08, reflecting a 13.4% increase, following a 16.8% loss over the past four weeks [1] Market Response - The positive movement in OII's stock is linked to the market's reaction to a tariff pause, which alleviated trade uncertainties and temporarily boosted oil and natural gas prices, benefiting energy service providers [2] - The broader market sentiment is influenced by President Trump's tariff policy [2] Earnings Expectations - Oceaneering International is expected to report quarterly earnings of $0.36 per share, representing a year-over-year increase of 157.1% [3] - Revenue expectations for the upcoming report are $663.56 million, which is a 10.8% increase from the same quarter last year [3] Stock Performance and Estimates - The consensus EPS estimate for OII has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - The stock currently holds a Zacks Rank of 3 (Hold) [4] - In comparison, Core Laboratories (CLB), another company in the same industry, saw a 20.1% increase in its stock price but has returned -27.5% over the past month [4]