NASDAQ$WFRD

Weatherford International plc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Weatherford reported a decrease in revenue and net income for the fourth quarter of 2024, while full-year revenue and net income increased.

Weatherford announced its fourth quarter and full year 2024 results, with Q4 revenue decreasing 5% sequentially and 2% year-over-year to $1,341 million, and net income falling 29% sequentially and 20% year-over-year to $112 million. Despite the challenging quarter, full year 2024 revenue increased 7% to $5,513 million and net income increased 21% to $506 million, driven by strong international growth and margin expansion.

  • Fourth quarter revenue decreased 5% sequentially and 2% year-over-year to $1,341 million.
  • Fourth quarter net income was $112 million, an 8.4% margin, decreasing 29% sequentially and 20% year-over-year.
  • Full year revenue increased 7% from prior year to $5,513 million, driven by international revenue growth of 10%.
  • Full year net income increased 21% from prior year to $506 million, achieving a 9.2% margin.

Headline financials

Total Revenue

$1.34B

Previous: $1.36B-1.5%
EPS (adj)

$1.54

Previous: $1.90-18.9%
Adjusted EBITDA

$326M

Previous: $321M+1.6%
Adjusted EBITDA Margin

24.3%

Previous: 23.6%+3.0%
Net Debt

$659M

Previous: $820M-19.6%
Net Leverage

0.48

Previous: 0.69-30.4%
Capital Expenditures

-$100M

Previous: -$67M-49.3%
Net Income

$112M

Previous: $140M-20.0%
Operating Income

$198M

Previous: $216M-8.3%

Revenue & EPS history

Weatherford · Revenue · Quarterly

$1.34B

Q4 2024-1.5%vs Q4 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Weatherford · $955M total across 3 segments · Q4 2019

  • Production and Intervention
    $380M
  • Well Construction and Completions
    $292M
  • Drilling and Evaluation
    $283M

Forward guidance

Weatherford anticipates continued strong cash flow generation in 2025, despite temporary activity reductions, and remains committed to achieving high 20s EBITDA margins in the coming years.

Tailwinds

  • Well-positioned to deliver another year of strong cash flow generation in 2025.
  • Committed to achieving EBITDA margins in the high 20s over the next few years.
  • Strong margin expansion and solid cash generation in 2024.
  • Best safety record ever achieved in 2024.
  • Industry's mid to long-term resilience is still believed to be strong.

Headwinds

  • Fourth quarter witnessed a significant drop in activity levels in Latin America.
  • More cautious tone in a few key geographies during the fourth quarter.
  • Temporary activity reduction is expected.
  • The activity outlook continues to evolve, indicating potential uncertainties.
  • Lower activity in Latin America impacted DRE and PRI segments.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+2.5%

Avg return

Earnings day

+5.7%

Avg return

5 days after

+3.4%

Avg return

30 days after

69%

18 / 26 earnings

Positive

+16.0%

Q4 2022

Best reaction

-10.0%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.6%+10.1%+9.1%
Q4 2025+4.1%+8.6%-5.4%
Q3 2025+0.5%+5.7%+9.9%
Q2 2025-2.1%-0.2%+10.3%
Q1 2025-7.2%-6.3%+1.2%
Q4 2024+0.2%+3.1%-14.0%
Q3 2024-4.2%-5.2%+0.7%
Q2 2024-8.1%-11.2%-21.2%
Q1 2024+8.6%+11.2%-0.3%
Q4 2023+10.7%+13.9%+29.0%
Q3 2023+0.2%+0.6%-0.3%
Q2 2023+5.0%+7.9%+9.1%
Q1 2023-1.6%+3.0%-5.6%
Q4 2022+16.0%+20.3%+13.0%
Q3 2022+7.1%+9.1%+12.7%
Q2 2022+15.0%+23.0%+46.0%
Q1 2022+3.8%-4.9%+3.8%
Q4 2021+1.5%-0.7%-8.4%
Q3 2021-2.5%+11.6%-7.9%
Q2 2021+9.2%+4.4%-3.1%
Q1 2021+9.3%+13.3%-6.2%
Q4 2020-4.7%+7.1%+2.2%
Q3 2020+4.6%
Q2 2020+3.0%
Q1 2020+5.6%
Q4 2019-10.0%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2014
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Q4 2014
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Q4 2012
Q4 2013
Q2 2013
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

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