CALGARY, Alberta, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Total Energy Services Inc. (“Total Energy”) (TSX:TOT) will conduct a conference call and webcast following the release of its financial results for the three months ended December 31, 2025. The financial results will be released prior to the conference call. Daniel Halyk, President and CEO will host the call. Open to:Shareholders and other interested personsDate:March 11, 2026Time:9:00 a.m. (Mountain Time)Call:(800) 715-9871 or (647) 932-3411 A live webca ...

Core Insights - Star Equity Holdings, Inc. is a diversified holding company focused on building long-term shareholder value through acquisitions and management of businesses with strong fundamentals and market opportunities [3] Group 1: Company Overview - The company operates through four divisions: Building Solutions, Business Services, Energy Services, and Investments [3] - The name change to Star Equity Holdings, Inc. and the new trading symbols STRR and STRRP on Nasdaq took effect on September 5, 2025, following the merger with Star Operating Companies, Inc. [4] Group 2: Upcoming Events - Star's management team will present at the Noble Capital Markets Emerging Growth Virtual Conference on February 5, 2026, at 2:30 PM ET, with one-on-one meetings available for investors [1][2] Group 3: Division Details - The Building Solutions division focuses on modular building manufacturing, structural wall panel and wood foundation manufacturing, and glue-laminated timber manufacturing [5] - The Business Services division offers flexible recruitment solutions for organizations at all levels, emphasizing partnerships with HR and procurement leaders [6] - The Energy Services division is involved in the rental, sale, and repair of downhole tools for various industries, including oil and gas [7] - The Investments division manages the company's real estate assets and investment positions in both private and public companies [8]

Core Viewpoint - Liberty Energy Inc. reported strong fourth quarter results for 2025, demonstrating resilience amid oil market uncertainty and a focus on technological innovation, achieving a Cash Return on Capital Invested (CROCI) of 13% [3][9][11]. Financial Performance - For the year ended December 31, 2025, Liberty generated revenues of $4.0 billion, a decrease of 7% from $4.3 billion in 2024 [9][17]. - Net income for 2025 was $148 million, or $0.89 per diluted share, down from $316 million, or $1.87 per diluted share in 2024 [9][18]. - Adjusted EBITDA for 2025 was $634 million, a 31% decrease from $922 million in 2024 [9][18]. - Fourth quarter 2025 revenue was $1.0 billion, a 10% increase from $944 million in Q4 2024 [20]. - Fourth quarter net income was $14 million, down from $52 million in Q4 2024 [20]. Operational Highlights - The company expanded its simulfrac offering and reduced total maintenance costs per unit of work by approximately 14% through AI-driven asset optimization software [3][4]. - Liberty announced a 1 GW power development agreement with Vantage Data Centers, with a firm reservation of 400 MW to be delivered in 2027 [3][9]. - A preliminary energy services agreement (ESA) for a 330 MW data center expansion in Texas was also executed, with operations expected to begin in phases starting in Q4 2027 [4][9]. Industry Context - U.S. power demand is rising rapidly, driven by AI-driven data center expansion and increased industrial electrification, with data center demand for power projected to grow threefold by 2030 [6][11]. - The North American oil and gas market has stabilized after a period of softening activity, with completions demand expected to remain firm in 2026 [7][8]. - Industry fundamentals are anticipated to improve as supply-side dynamics gradually rebalance with completions demand [8]. Strategic Initiatives - Liberty is focused on driving value creation through its completions business and power growth platform, planning to deploy approximately 3 GW of power projects by 2029 [5][11]. - The company aims to leverage its experience in the design and operation of complex, industrial-scale assets to meet the evolving energy needs of large consumers [4][11].

Core Viewpoint - Weatherford International plc has announced a quarterly cash dividend of $0.275 per share, marking a 10% increase from the previous quarter, reflecting the company's strong business performance and commitment to returning value to shareholders [1][2]. Financial Performance - The declared dividend of $0.275 per share is payable on March 5, 2026, to shareholders of record as of February 6, 2026 [1]. - The 10% increase in the dividend indicates a positive trend in the company's financial health and operational execution [1][2]. Strategic Focus - The CEO of Weatherford emphasized that the dividend increase is a result of a healthy balance sheet, disciplined capital allocation, and strong free cash flow generation [2]. - The company remains committed to investing in long-term growth while returning value to shareholders [2]. Company Overview - Weatherford provides innovative energy services that combine proven technologies with advanced digitalization to maximize value and return on investment [2]. - The company operates in approximately 75 countries with around 17,000 employees from over 110 nationalities across 310 operating locations [2].

Core Viewpoint - New Jersey Resources (NJR) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending December 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to reveal quarterly earnings of $0.99 per share, reflecting a year-over-year decrease of 23.3%, while revenues are projected to be $514.43 million, representing a 5.3% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 8.91% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for NJR is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.27%, suggesting a more optimistic view from analysts [12]. Historical Performance - NJR has a history of beating consensus EPS estimates, having done so in the last four quarters, with a notable surprise of +6.67% in the most recent quarter [13][14]. Stock Movement Factors - The stock's movement will depend not only on the earnings results but also on management's commentary during the earnings call, which will influence future earnings expectations [2][15].

Group 1 - Technology stocks experienced a significant decline in share prices since September, particularly affecting major players like Nvidia and Palantir, as the S&P 500 expanded to include a broader range of stocks [1][4] - The Russell 2000 small-cap index has shown remarkable gains, up 9.5% year-to-date, contrasting with the flat performance of the S&P 500 due to weakness in technology stocks [2] - The composition of the Russell 2000 is more balanced compared to the S&P 500, with over 50% of the index comprised of industrials, financials, and healthcare, which may influence its performance relative to large-cap stocks [3] Group 2 - President Trump's reversal on tariffs has positively impacted technology stocks, leading to a rally in shares of companies like Nvidia and Palantir, raising questions about investment strategies between tech and small-cap stocks [4][5] - The SPDR Healthcare ETF (XLV) and SPDR Energy ETF (XLE) have outperformed the tech-heavy S&P 500, with gains of 13.8% and 9.5% respectively, highlighting a shift in investor focus towards healthcare and energy sectors [6]

Core Insights - Halliburton Company reported a net income of $589 million, or $0.70 per diluted share, for Q4 2025, a significant increase from $18 million, or $0.02 per diluted share, in Q3 2025 [1] - Total revenue for Q4 2025 was $5.7 billion, slightly up from $5.6 billion in Q3 2025, with operating income rising to $746 million from $356 million in the previous quarter [1][2] - For the full year 2025, total revenue was $22.2 billion, down from $22.9 billion in 2024, and operating income decreased to $2.3 billion from $3.8 billion in 2024 [2] Financial Performance - Adjusted net income for Q4 2025, excluding impairments and other charges, was $576 million, or $0.69 per diluted share, compared to $496 million, or $0.58 per diluted share in Q3 2025 [1][31] - Adjusted operating income for Q4 2025 was $829 million, up from $748 million in Q3 2025 [1][26] - The company repurchased $250 million of its common stock and paid dividends of $0.17 per share during Q4 2025 [14] Operating Segments - Completion and Production segment revenue for Q4 2025 was $3.3 billion, flat sequentially, with operating income increasing by 11% to $570 million [5] - Drilling and Evaluation segment revenue was $2.4 billion, also flat sequentially, with a 5% increase in operating income to $367 million [6] Geographic Performance - North America revenue in Q4 2025 was $2.2 billion, a 7% decrease sequentially, primarily due to lower stimulation activity [7][8] - International revenue increased by 7% to $3.5 billion in Q4 2025, with notable growth in Latin America (up 7% to $1.1 billion) and Europe/Africa/CIS (up 12% to $928 million) [9][10][11] Strategic Initiatives - Halliburton is focusing on its Maximize Value strategy in North America, anticipating a quicker response to macroeconomic improvements [4] - The company has entered a strategic collaboration with VoltaGrid to deliver distributed power generation solutions for data centers, targeting an initial rollout in the Middle East [14]

Core Insights - National Energy Services Reunited (NASDAQ:NESR) is a significant entity in the Oils-Energy sector, providing integrated energy services primarily in the Middle East and North Africa [1] - UBS has initiated coverage on NESR with a "Buy" rating, indicating a positive outlook for the stock, which was priced at $18.35 at the time of the rating [2] - NESR's stock price has shown stability, currently at $18.35, with a market capitalization of approximately $1.85 billion, reflecting its strong position in the sector [3][5] Stock Performance - NESR's stock has experienced a 0.96% increase, or $0.18, with trading between $18.04 and $18.46 on the day, and a 52-week high of $18.61 and a low of $5.20 [3] - The trading volume for NESR today was 468,031 shares, indicating significant investor interest [4] Evaluation Metrics - The Zacks Rank model is utilized to assess NESR's performance, focusing on earnings estimates and revisions to identify top-performing stocks within the sector [4]

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **Energy Services** sector in **Europe**, highlighting a selective investment approach amid a softer macroeconomic environment [1][6] - The oil market is currently absorbing increased supply from OPEC+ and non-OPEC sources, while the LNG market is expected to see a significant ramp-up in new liquefaction capacity [10] Company-Specific Insights SBM Offshore NV (SBMO.AS) - **Price Target Change**: Increased from €30.00 to €32.50, reflecting expectations for new orders and rising shareholder payouts [1][42] - **Investment Thesis**: Considered a top pick due to its strong cash flow profile, potential for new orders, and trading at an unwarranted discount [9][21] - **Financials**: Projected 2026 free cash flow yield exceeds 20%, with expectations for increased shareholder payouts acting as a catalyst for share price [21] Technip Energies NV (TE.PA) - **Price Target Change**: Decreased from €35.00 to €32.20 due to lower order intake expectations following the suspension of the Lake Charles LNG project [1][42] - **Valuation**: Currently trading at approximately 7x NTM EV/EBITDA, in line with historical peer levels but with limited upside potential [39] Subsea7 and Saipem - Both companies are rated **Overweight** and are expected to perform well in the coming quarters, with solid order intake and strong dividend potential [22][19] - Subsea7 is preferred over Saipem based on relative valuation, trading at a ~5% discount to Saipem [22] Vallourec - Minor adjustments in financial projections, with revenue and EBITDA estimates slightly modified for 2025 and 2026 [50] GTT - Exposed to LNG market dynamics, facing challenges due to delays in new LNG plant start-ups, contributing to an oversupplied LNG carrier market [37][39] Market Dynamics - Energy producers are expected to tighten budgets, impacting discretionary spending and shareholder distributions [11] - Long-cycle projects, particularly in offshore, are anticipated to be more resilient during this downturn, with the Middle East expected to continue investments despite macro challenges [13][27] Regional Insights - The **Middle East** is highlighted as a resilient area, with ADNOC committing to invest $150 billion over 2026-2030 and Saudi Arabia reactivating rigs [28][30] - A new OPEC+ framework for assessing production capacity may incentivize higher spending among members, benefiting companies like Arabian Drilling and Saipem [29][30] Conclusion - The report emphasizes a selective investment strategy within the energy services sector, favoring offshore-exposed companies like SBM Offshore, Subsea7, and Saipem while avoiding LNG-exposed stocks due to valuation concerns [9][19][35]

Core Viewpoint - Liberty Energy Inc. has announced a time change for its fourth quarter and full year 2025 earnings conference call, which will now occur at 7:30 a.m. Mountain Time on January 29, 2026, 30 minutes earlier than previously scheduled [1]. Group 1: Earnings Conference Call Details - The financial results for the fourth quarter and full year 2025 will be released after the market closes on January 28, 2026, as scheduled [1]. - Individuals wishing to participate in the conference call can dial (833) 255-2827 for domestic calls or (412) 902-6704 for international callers [2]. - A live webcast of the conference call will be available and can be accessed for 90 days following the call [2]. Group 2: Company Overview - Liberty Energy Inc. is a leading energy services company and one of the largest providers of completion services and technologies to onshore oil, natural gas, and enhanced geothermal energy producers in North America [3]. - The company also owns Liberty Power Innovations LLC, which provides advanced distributed power and energy storage solutions, supported by strategic relationships across advanced nuclear, enhanced geothermal, and battery energy storage systems [3]. - Liberty Energy was founded in 2011 and focuses on value creation through innovation and excellence in developing next-generation technology [3].