NYSE$SLB

SLB Ltd · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

SLB reported steady sequential revenue and increased year-on-year, with growth in GAAP EPS and adjusted EBITDA.

SLB announced strong third-quarter results with revenue of $9.16 billion, a 10% increase year-on-year. GAAP EPS was $0.83, up 6% year-on-year, and adjusted EBITDA was $2.34 billion, a 13% increase year-on-year. The company highlighted its focus on cost optimization and digital solutions contributing to the positive results.

  • Revenue increased 10% year-on-year to $9.16 billion.
  • GAAP EPS increased 6% year-on-year to $0.83.
  • Adjusted EBITDA increased 13% year-on-year to $2.34 billion.
  • Free cash flow was $1.81 billion.

Headline financials

Total Revenue

$9.16B

Previous: $8.31B+10.2%
EPS

$0.83

Previous: $0.78+6.4%
Adjusted EBITDA

$2.34B

No prior period
Adjusted EBITDA Margin

25.6%

Previous: 25.0%+2.4%
Pretax Segment Op Margin

20.8%

Previous: 20.0%+4.0%
Capital Expenditures

-$1.32B

Previous: -$1.35B+1.7%
Free Cash Flow

-$136M

Previous: -$222M+38.7%
Net Income

$1.19B

Previous: $1.12B+5.6%
Operating Income

-$462M

Previous: $1.68B-127.5%
Cash & Equivalents

$3.09B

Previous: $2.49B+24.0%
Total Assets

$49.8B

Previous: $45.8B+8.6%
R&D Expense

$187M

No prior period
Stock-Based Comp

$71M

Previous: $58M+22.4%

Revenue & EPS history

Schlumberger · Revenue · Quarterly

$9.16B

Q3 2024+10.2%vs Q3 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Schlumberger · $8.46B total across 4 segments · Q3 2023

  • Well Construction
    $3.43B+11.2%
  • Production Systems
    $2.37B+10.1%
  • Reservoir Performance
    $1.68B+15.4%
  • Digital
    $982M+9.1%

Forward guidance

SLB anticipates strong cash flows and a full-year adjusted EBITDA margin at or above 25%, supported by international leadership, robust digital sales, and ongoing cost optimization initiatives.

Tailwinds

  • Long-cycle projects in international, deepwater, and gas markets.
  • Digital leadership and growing presence in emerging low-carbon markets.
  • Sustained level of upstream investment expected in the years to come.
  • Strong cash flows.
  • Full-year adjusted EBITDA margin at or above 25%.

Headwinds

  • Some customers have adopted a more cautious approach to their near-term capital expenditures.
  • Discretionary spending amid lower commodity prices.
  • Recent geopolitical events.
  • Potential supply disruptions.
  • Rate of upstream spending growth has moderated in the last few months due to the macroenvironment.

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 Q3 2024

Historical avgQ3 2024

+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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