Core Insights - SLB reported higher-than-expected earnings for Q3 2025, with North American revenue increasing by 17% from Q2 and 14% year-over-year [1][2] - Adjusted EPS for Q3 was $0.69, surpassing the analyst consensus estimate of $0.66, although lower than previous quarters [1] North American Revenue - North American revenue for Q3 2025 was significantly boosted by the acquisition of ChampionX, contributing $579 million, with $387 million from North America [2] - Pro forma analysis indicated that without the ChampionX acquisition, North American revenue would have declined by 5% due to the divestiture of the APS project and reduced U.S. land drilling activity [3] International Revenue Outlook - International revenue remained flat quarter-on-quarter and decreased by 7% year-over-year, but SLB views international markets as crucial for future growth [3][4] - The CEO highlighted that international markets are expected to lead a rebound in activity, supported by ongoing investments in oil capacity and gas expansion projects [4][5] Market Resilience - Despite challenges in some regions, international markets, particularly in the Middle East and Asia, are showing robust growth [5] - Anticipated OPEC+ production releases are expected to bolster investment in countries where SLB has a strong presence [5]

Core Viewpoint - SLB reported a decline in net income and income before taxes for the third quarter of 2025 compared to both the previous quarter and the same quarter last year, indicating potential challenges in maintaining profitability in a fluctuating market [1]. Financial Performance - Revenue for the third quarter of 2025 was $8,928 million, representing a 4% increase sequentially from $8,546 million in the second quarter of 2025, but a 3% decrease from $9,159 million in the third quarter of 2024 [1]. - Income before taxes on a GAAP basis was $1,000 million, down 22% from $1,285 million in the previous quarter and down 34% from $1,507 million in the same quarter last year [1]. - The income before taxes margin on a GAAP basis decreased to 11.2%, a decline of 383 basis points sequentially and 525 basis points year-on-year [1]. - Net income attributable to SLB on a GAAP basis was $739 million, which is a 27% decrease from $1,014 million in the previous quarter and a significant decline from $1,186 million in the same quarter last year [1].

Core Insights - U.S. stock futures are trading lower, indicating a cautious market sentiment ahead of key earnings reports [1] Company Earnings and Performance - Slb NV (NYSE:SLB) is expected to report quarterly earnings of $0.66 per share on revenue of $8.97 billion [2] - CSX Corp. (NASDAQ:CSX) reported third-quarter revenue of $3.59 billion, exceeding analyst estimates of $3.58 billion, with adjusted earnings of $0.44 per share, beating expectations of $0.43 per share [2] - American Express Co. (NYSE:AXP) is anticipated to post quarterly earnings of $4.00 per share on revenue of $18.05 billion [2] - Truist Financial Corp. (NYSE:TFC) is expected to report quarterly earnings of $1.00 per share on revenue of $5.20 billion [2] Stock Movements - SLB shares fell 0.3% to $32.82 in after-hours trading [2] - CSX shares rose 2.3% to $36.80 in after-hours trading [2] - American Express shares gained 0.5% to $324.58 in after-hours trading [2] - Newsmax Inc. (NYSE:NMAX) shares increased by 1.5% to $10.99 after announcing a $5 million purchase of Bitcoin and Trump Coin [2] - Truist Financial shares gained 0.6% to $41.33 in after-hours trading [2]

DENVER--(BUSINESS WIRE)--Liberty Energy Inc. (NYSE: LBRT; "Liberty†or the "Company†) today reported third quarter 2025 financial and operational results. Summary Results and Highlights Revenue of $947 million, a 9% sequential decrease Net income of $43 million, or $0.26 fully diluted earnings per share ("EPS†) Adjusted EBITDA1 of $128 million Distributed $13 million to shareholders through cash dividends Increased quarterly cash dividend by 13% to $0.09 per share beginning fourth quarter of 20. ...

Group 1 - National Energy Services Reunited Corp. (NASDAQ:NESR) is highlighted as a strong investment opportunity, with JPMorgan raising its price target to $19 from $10 while maintaining an Overweight rating [1][3] - The company's full-year 2025 revenue outlook is expected to exceed that of full-year 2024, with an anticipated increase in Q4 revenue [2][3] - In Q2 2025, NESR reported revenue of $327.4 million, reflecting an 8% sequential increase from Q1 2025 and a 0.71% year-over-year increase, with EPS of $0.21 showing a 50% sequential increase [3]

Core Viewpoint - Drilling Tools International Corp. (DTI) is set to report its third quarter financial results for 2025 on November 7, 2025, with a live conference call scheduled for 10:00 a.m. Eastern Time [1]. Company Overview - DTI is a Houston-based oilfield services company specializing in the design, engineering, manufacturing, and rental of tools for horizontal and directional drilling operations [3]. - The company has been operational since 1984 and has 15 service and support centers in North America, along with 11 international centers across the EMEA and APAC regions [3]. Conference Call Details - The live conference call will be accessible via phone or webcast, and a replay will be available until November 14, 2025 [2][5]. - Questions for management can be submitted via email prior to the call [2].

Core Viewpoint - Weatherford (WFRD) has received an upgrade to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [4][6]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to significant price movements based on their buying or selling actions [4]. Company Performance and Outlook - The upgrade indicates an improvement in Weatherford's underlying business, suggesting that investors may respond positively by driving the stock price higher [5][10]. - For the fiscal year ending December 2025, Weatherford is expected to earn $5.33 per share, with a notable increase of 8.8% in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions and potential for market-beating returns [9][10].

Core Insights - Halliburton Company (HAL) is expected to report third-quarter results on October 21, with a consensus estimate of $0.50 per share and revenues of $5.4 billion [1][6] - The company faced challenges in North America and Mexico, impacting its revenue outlook [6][7] Q2 Earnings Highlights - In the second quarter, Halliburton reported adjusted net income of $0.55 per share, matching the consensus estimate, with revenues of $5.5 billion, exceeding expectations by 1.1% [2] - North American revenues declined by 9% year over year, marking the eighth consecutive quarterly drop, primarily due to weak customer activity and pricing pressures [5] Estimate Revisions - The consensus estimate for third-quarter earnings indicates a 31.5% decline year over year, while revenues are projected to decrease by 5.3% compared to the previous year [4] Regional Performance - North American sales are expected to be $2.1 billion in Q3, reflecting an 11.2% year-over-year decline [5] - Latin American revenues are projected to be $940.4 million, down nearly 11% from the previous year, largely due to a slowdown in Mexico [7] Technological Advancements - Halliburton's Zeus IQ automation platform is enhancing efficiency and supporting long-term digital growth, which is crucial for improving well productivity and client relationships [8] Earnings Prediction Model - The Zacks model does not predict an earnings beat for Halliburton in Q3, with an Earnings ESP of -2.61% and a Zacks Rank of 4 (Sell) [9][10]

Group 1 - nLight (LASR) has seen a 50% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Photronics (PLAB) has experienced an 8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Weatherford International (WFRD) has seen a 6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - California Resources (CRC) has experienced a 5.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Dycom Industries (DY) has seen a 5.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Market Overview - The Singapore Oilfield Services Market was valued at USD 1.55 Billion in 2024 and is projected to reach USD 2.52 Billion by 2032, with a CAGR of 6.2% from 2025 to 2032 [1][21]. Technological Advancements - Artificial intelligence is enhancing operational efficiency, safety standards, and resource utilization in the oilfield services industry, enabling predictive maintenance and advanced seismic interpretation [2][4]. - The integration of smart sensors and robotics is improving well integrity management and production optimization, leading to safer operations and reduced environmental impact [3][4]. Market Dynamics - The market is influenced by a global push towards sustainability and technological advancement, with new regulations emphasizing environmental performance and digital transformation [6][10]. - Singapore's strategic positioning as a regional energy hub, along with its robust regulatory environment, supports the growth of high-value services and technological innovation [7][8]. Key Players - Major companies in the oilfield services market include Schlumberger Limited, Halliburton Company, and Baker Hughes Company, focusing on sustainable and low-carbon solutions [11][16]. Growth Segments - The fastest-growing segments are expected to be analytical services and subsea services, driven by the need for data-driven insights and complex deepwater developments [24][28]. Future Outlook - The market outlook remains positive, with sustained energy demand and ongoing technological advancements expected to drive growth, particularly in specialized services related to digital transformation and decarbonization efforts [21][29].