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SLBNYSE/energy

Schlumberger Limited

$47.36Down-0,40 (-0,84%)
Research reviewed: 12 juil. 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Schlumberger Limited operates in Oil and Gas Equipment and Services within the energy sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
48,37
Hoch
48,73
Tief
47,31
Marktkapitalisierung
70,81 Mrd.
KGV
20.86
52-Wochen-Hoch
--
Dividende
2.470%
Quartalsdividende
--

3-month price context

Le graphique présente la tendance récente sur 3 mois afin de comprendre la structure court terme avant d’ouvrir le workspace complet.

Investment thesis

Base case
ChampionX adds production chemicals and artificial-lift capabilities that can broaden SLB's production-solutions offering. The base case remains conditional on middle east disruption staying manageable.
Bull case
ChampionX adds production chemicals and artificial-lift capabilities that can broaden SLB's production-solutions offering. Growing adoption of Lumi, Delfi and agentic-AI workflows can expand recurring, asset-light digital revenue. Deepwater, subsea and international project awards can support multiyear activity as customers develop complex resources.
Bear case
Conflict-related activity interruptions can reduce revenue, utilization and profitability in a major international market. Producer capital-budget reductions and pricing pressure can lower demand for services and equipment. ChampionX integration may produce higher costs, operational disruption or fewer synergies than expected.
Thesis invalidation
Reassess the thesis if conflict-related activity interruptions can reduce revenue, utilization and profitability in a major international market.

Key catalysts

  • ChampionX integration

    ChampionX adds production chemicals and artificial-lift capabilities that can broaden SLB's production-solutions offering.

  • Digital and AI adoption

    Growing adoption of Lumi, Delfi and agentic-AI workflows can expand recurring, asset-light digital revenue.

  • Offshore and international cycle

    Deepwater, subsea and international project awards can support multiyear activity as customers develop complex resources.

Principal risks

  • Middle East disruption

    Conflict-related activity interruptions can reduce revenue, utilization and profitability in a major international market.

  • Customer spending cycles

    Producer capital-budget reductions and pricing pressure can lower demand for services and equipment.

  • Integration complexity

    ChampionX integration may produce higher costs, operational disruption or fewer synergies than expected.

Latest earnings research

Q1 2026

SLB reported first-quarter revenue of $8.72 billion, GAAP EPS of $0.50 and adjusted EBITDA of $1.77 billion; ChampionX contributed to revenue while Middle East disruption and seasonal activity weighed on margins.

Valuation interpretation

  • Business-mix improvement: A stronger interpretation requires digital growth and ChampionX synergies to offset cyclical pressure in traditional services.
  • International-cycle durability: Cash generation should be weighed against geopolitical exposure, customer spending variability and integration demands.

Peer research

CVXXOMCOP

Recent news

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Investing.com · vor 5 Tagen

Wolfe Research bullish on SLB and BKR, sees selective oil services cycle ahead

Data and research sources

Research updated: 12 juil. 2026, 00:00 UTC
3 verified sources
SLB Announces First-Quarter 2026 ResultsSLB · earningsVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 29/04/2026 00:00:00

Open original source
SLB Investor RelationsSLB · companyVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source
Form 10-Q for the Quarter Ended March 31, 2026SLB · filingVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 24/04/2026 00:00:00

Open original source

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