斯伦贝谢三季度营收94.5亿美元超预期北美业务大涨24%对冲中东疲软
休斯敦——全球最大油田服务公司斯伦贝谢（SLB）10 月 23 日公布 2026 年第三季度财报：营收 94.49 亿美元，同比增长 5.8%，超过市场预期的 92.7–92.9 亿美元；调整后每股收益 0.64 美元，高于预期的 0.62美元，但同比下降 7.2%（去年同期 0.69 美元）。按 GAAP 口径，公司当季净利润 7.35 亿美元，稀释后每股收益 0.49 美元。自由现金流 8.28 亿美元；当季回购 1,290 万股、耗资 6.56 亿美元。
董事会批准季度现金股息每股 0.295 美元，将于 2027 年 1 月 7 日派发（股权登记日 12 月 2 日）。分区域看，北美营收同比大涨 24% 至 24.0 亿美元，成为最大亮点；中东和亚洲营收同比下降 6% 至 28.1亿美元，但环比回升9%，公司称伊拉克、科威特、阿曼、沙特等地区活动正在恢复。ProductionSystems 部门营收增长 15% 至 40 亿美元。
公司 8 月 31 日签署以约 34 亿美元现金加约 7 亿美元债务收购Kelvion 的协议，并于 9 月 1 日完成对标普全球能源软件组合的收购。（GSM 据公司官方新闻稿、Zacks综合）
来源：GSM·美国
SLB Beats Q3 Estimates With $9.45 Billion Revenue as 24% North America Surge Offsets Middle East Softness
HOUSTON — SLB, the world's largest oilfield services company, reported third-quarter 2026 results on October 23: revenue of $9.449 billion, up 5.8% year on year and above consensus estimates of $9.27–$9.29 billion. Adjusted earnings per share came in at $0.64, beating the $0.62 consensus but down 7.2% from $0.69 a year earlier. On a GAAP basis, net income attributable to SLB was $735 million, or $0.49 per diluted share.
Free cash flow was $828 million; the company repurchased 12.9 million shares for $656 million during the quarter. The board declared a quarterly cash dividend of $0.295 per share, payable January 7, 2027 to shareholders of record on December 2, 2026. By geography, North America revenue surged 24% to $2.40 billion, the quarter's standout, while Middle East and Asia revenue fell 6% year on year to $2.81 billion but rose 9% sequentially as activity recovered in Iraq, Kuwait, Oman, Saudi Arabia and elsewhere.
Production Systems revenue grew 15% to $4 billion. On August 31 the company signed an agreement to acquire Kelvion for about $3.4 billion in cash plus about $0.7 billion of debt, and on September 1 it completed the acquisition of the S&P Global Energy software portfolio. (GSM, from the company's official release and Zacks)
Source: GSM · America
来源：GSM·美国（原文链接）
图片来源：斯伦贝谢休斯敦历史办公楼（资料图）。照片：Jim Evans，CC BY-SA 4.0，经 Wikimedia Commons。 / File photo. Photo: Jim Evans, CC BY-SA 4.0, via Wikimedia Commons.
