NYSE$SLB

SLB Ltd · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Schlumberger's first quarter results were announced, demonstrating strong year-over-year revenue growth and margin expansion.

SLB's first quarter 2023 results showed strong growth, with revenue increasing by 30% year-on-year to $7.7 billion and GAAP EPS increasing by 81% to $0.65. The company experienced growth across all divisions and geographies, driven by increased activity, pricing, and technology adoption.

  • Revenue increased by 30% year-on-year to $7.7 billion.
  • GAAP EPS increased by 81% year-on-year to $0.65.
  • Net income attributable to SLB increased by 83% year-on-year to $934 million.
  • Adjusted EBITDA increased by 43% year-on-year to $1.8 billion.

Headline financials

Total Revenue

$7.74B

Previous: $5.96B+29.8%
EPS (adj)

$0.63

Previous: $0.34+85.3%
Adjusted EBITDA

$1.8B

No prior period
Cash Flow from Ops

$330M

No prior period
Capital Expenditures

-$410M

Previous: -$304M-34.9%
Free Cash Flow

$524M

Previous: $206M+154.4%
Net Income

$934M

Previous: $510M+83.1%
Operating Income

$1.39B

Previous: $894M+55.6%
Gross Profit

$1.45B

Previous: $949M+52.9%
Cash & Equivalents

$1.5B

Previous: $1.6B-6.2%
Total Assets

$43.9B

Previous: $42B+4.5%
Stock-Based Comp

$81M

Previous: $89M-9.0%

Revenue & EPS history

Schlumberger · Revenue · Quarterly

$7.74B

Q1 2023+29.8%vs Q1 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Schlumberger · $7.87B total across 4 segments · Q1 2023

  • Well Construction
    $3.26B+36.0%
  • Production Systems
    $2.21B+37.6%
  • Reservoir Performance
    $1.5B+24.2%
  • Digital
    $894M+4.3%

Forward guidance

SLB anticipates strong growth in the second quarter, driven by seasonal recovery in the Northern Hemisphere, capacity expansion projects in the Middle East, and robust activity in Asia and Sub-Sahara Africa. This growth is expected to support broad sequential margin expansion across divisions and geographies.

Tailwinds

  • Strong growth expected in Q2 due to seasonal recovery in the Northern Hemisphere.
  • Capacity expansion projects in the Middle East are expected to contribute to growth.
  • Robust activity in Asia and Sub-Sahara Africa is anticipated.
  • Broad sequential margin expansion across divisions and geographies is expected.
  • The company is confident in achieving its full-year 2023 and through-cycle targets.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.7%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-0.8%

Avg return

30 days after

51%

37 / 73 earnings

Positive

+14.1%

Q3 2022

Best reaction

-8.6%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%+1.8%
Q4 2025-0.9%-0.9%+3.1%
Q3 2025-0.9%+6.0%+12.2%
Q2 2025-1.0%-0.6%+6.0%
Q1 2025-1.2%-4.8%-3.6%
Q4 2024+6.4%+1.3%+1.6%
Q3 2024-3.5%-4.2%-1.8%
Q2 2024+1.5%-1.4%-8.1%
Q1 2024-2.8%-3.6%-4.6%
Q4 2023+4.4%+6.4%+0.0%
Q3 2023-1.9%-5.6%-11.9%
Q2 2023-0.4%+0.7%+1.3%
Q1 2023-3.4%-8.1%-12.9%
Q4 2022-2.6%-2.0%-7.0%
Q3 2022+14.1%+14.2%+17.0%
Q2 2022+7.6%+8.0%+10.4%
Q1 2022-4.8%-1.7%+1.2%
Q4 2021-1.2%+7.4%+8.5%
Q3 2021+0.2%-5.1%-12.4%
Q2 2021+5.3%+4.8%-5.4%
Q1 2021+4.4%+8.4%+26.5%
Q4 2020-1.9%-9.8%+8.0%
Q3 2020-8.6%-8.6%+9.6%
Q2 2020+2.0%+0.7%-3.7%
Q1 2020+8.3%+9.2%+13.5%
Q4 2019-4.7%-5.4%-11.2%
Q3 2019+5.3%+10.8%+10.9%
Q2 2019+1.8%+4.0%-15.6%
Q1 2019-3.3%-3.2%-17.7%
Q4 2018+6.3%+4.7%+8.7%
Q3 2018-2.8%-9.3%-17.5%
Q2 2018-1.8%-1.7%-6.1%
Q1 2018-1.9%-1.7%+5.7%
Q4 2017+4.5%+2.4%-13.2%
Q3 2017-4.0%-1.6%-3.9%
Q2 2017-0.9%-0.0%-5.5%
Q1 2017-3.1%-3.1%-6.2%
Q4 2016-3.4%-1.9%-7.5%
Q3 2016-3.6%-3.9%-4.1%
Q2 2016+1.3%+0.0%+3.4%
Q1 2016-1.4%
Q4 2015+6.8%
Q3 2015-0.7%
Q2 2015+0.1%
Q1 2015+0.9%
Q4 2014+3.8%
Q3 2014+5.3%
Q2 2014-3.0%
Q1 2014+0.9%
Q4 2013+2.8%
Q3 2013+2.2%
Q2 2013+6.8%
Q1 2013+0.3%
Q4 2012+6.3%
Q3 2012-2.2%
Q2 2012+1.3%
Q1 2012+0.6%
Q4 2011+2.8%
Q3 2011+11.4%
Q2 2011-2.7%
Q1 2011+0.1%
Q4 2007+0.4%
Q4 2010+0.4%
Q3 2010+0.6%
Q2 2010-0.1%
Q1 2009+4.0%
Q1 2010+2.4%
Q4 2009-0.6%
Q3 2008-0.2%
Q3 2009-0.2%
Q2 2009-2.1%
Q2 2008-2.1%
Q4 2008-2.1%

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