NYSE$SLB

SLB Ltd · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

SLB's second-quarter results reflected significant growth in international markets and offshore, with revenue increasing sequentially and year-on-year, and pretax segment operating margin expanding.

SLB announced strong second-quarter results with revenue of $8.10 billion, a 20% increase year-on-year. GAAP EPS was $0.72, up 7% year-on-year, and EPS excluding charges and credits was $0.72, a 44% increase year-on-year. Net income attributable to SLB was $1.03 billion, up 8% year-on-year.

  • Revenue increased 20% year on year, driven by international markets and offshore activity.
  • GAAP EPS increased 7% year on year, while EPS excluding charges and credits increased 44%.
  • Net income attributable to SLB increased 8% year on year.
  • The company saw strong margin expansion and cash flow generation.

Headline financials

Total Revenue

$8.1B

Previous: $6.77B+19.6%
EPS (adj)

$0.72

Previous: $0.50+44.0%
Adjusted EBITDA

$1.96B

No prior period
Adjusted EBITDA Margin

24.2%

Previous: 22.6%+7.1%
Capital Expenditures

-$881M

Previous: -$664M-32.7%
Free Cash Flow

$152M

Previous: $295M-48.5%
Net Income

$1.03B

Previous: $959M+7.7%
Operating Income

$1.58B

Previous: $1.16B+36.4%
Gross Profit

$1.6B

Previous: $1.21B+32.5%
Cash & Equivalents

$1.93B

Previous: $1.89B+2.0%
Total Assets

$44.8B

Previous: $42.8B+4.7%
Stock-Based Comp

$79M

Previous: $71M+11.3%

Revenue & EPS history

Schlumberger · Revenue · Quarterly

$8.1B

Q2 2023+19.6%vs Q2 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Schlumberger · $8.27B total across 4 segments · Q2 2023

  • Well Construction
    $3.36B+25.2%
  • Production Systems
    $2.31B+22.2%
  • Reservoir Performance
    $1.64B+23.3%
  • Digital
    $947M-0.8%

Forward guidance

The company expects international spending to build further momentum in the second half of 2023, while North America moderates, aligning closely with SLB's strengths and affirming confidence in full-year financial ambitions.

Tailwinds

  • Positive upstream investment momentum in international and offshore markets.
  • Resilient long-cycle offshore developments.
  • Production capacity expansions.
  • Return of global exploration and appraisal.
  • Recognition of gas as a critical fuel source.

Headwinds

  • No specific negatives were mentioned in the provided text.

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 Q2 2023

Historical avgQ2 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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