NYSE$SLB

SLB Ltd · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

SLB's fourth-quarter earnings increased slightly, driven by digital sales in North America and higher activity in the Middle East, Europe and North Africa.

SLB announced strong Q4 2024 results, with revenue increasing 3% year-on-year to $9.28 billion and EPS, excluding charges and credits, increasing 7% year-on-year to $0.92. The company's performance was driven by digital sales in North America and higher activity in the Middle East, Europe and North Africa.

  • Fourth-quarter revenue of $9.28 billion increased 1% sequentially and 3% year on year
  • Fourth-quarter GAAP EPS of $0.77 decreased 7% sequentially but was flat year on year
  • Fourth-quarter EPS, excluding charges and credits, of $0.92 increased 3% sequentially and 7% year on year
  • Board approved a 3.6% increase in quarterly cash dividend to $0.285 per share

Headline financials

Total Revenue

$9.28B

Previous: $8.99B+3.3%
EPS (adj)

$0.92

Previous: $0.86+7.0%
Adjusted EBITDA

$2.38B

No prior period
Adjusted EBITDA Margin

25.7%

No prior period
Pretax Segment Op Margin

20.7%

No prior period
Capital Expenditures

-$666M

Previous: $594M-212.1%
Net Income

$1.1B

Previous: $1.11B-1.6%
Operating Income

$1.39B

Previous: $1.43B-3.2%
Gross Profit

$1.96B

Previous: $1.8B+9.2%
R&D Expense

$192M

Previous: $187M+2.7%
Stock-Based Comp

$72M

Previous: $75M-4.0%

Revenue & EPS history

Schlumberger · Revenue · Quarterly

$9.28B

Q4 2024+3.3%vs Q4 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 that the oil supply imbalance will gradually abate, supporting the investment outlook for the oil and gas industry throughout the rest of the decade.

Tailwinds

  • Global economic growth
  • Heightened focus on energy security
  • Rising energy demand from AI and data centers
  • Discovery, development and extraction of oil and gas reserves
  • Pursuing a meaningful opportunity in New Energy and decarbonization

Headwinds

  • Upstream investment growth will remain subdued in the short term
  • Global oversupply
  • Moderating upstream investment growth
  • Cycles in the years to come
  • Lower gas prices

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 Q4 2024

Historical avgQ4 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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