SLB's Earnings Outlook
SLB (NYSE:SLB) is gearing up to announce its quarterly earnings on Friday, 2026-01-23. Here's a quick overview of what investors should know before the release.
Analysts are estimating that SLB will report an earnings per share (EPS) of $0.74.
Investors in SLB are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
Earnings History Snapshot
The company's EPS beat by $0.02 in the last quarter, leading to a 0.0% drop in the share price on the following day.
Here's a look at SLB's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 0.67 | 0.74 | 0.74 | 0.90 |
| EPS Actual | 0.69 | 0.74 | 0.72 | 0.92 |
| Price Change % | -1.00 | -4.00 | -1.00 | 6.00 |
Performance of SLB Shares
Shares of SLB were trading at $48.52 as of January 21. Over the last 52-week period, shares are up 14.84%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.
Analyst Insights on SLB
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on SLB.
Analysts have provided SLB with 11 ratings, resulting in a consensus rating of Buy. The average one-year price target stands at $50.66, suggesting a potential 9.06% upside.
Peer Ratings Comparison
The below comparison of the analyst ratings and average 1-year price targets of Baker Hughes, Halliburton and TechnipFMC, three prominent players in the industry, gives insights for their relative performance expectations and market positioning.
- Analysts currently favor an Buy trajectory for Baker Hughes, with an average 1-year price target of $56.3, suggesting a potential 21.21% upside.
- Analysts currently favor an Buy trajectory for Halliburton, with an average 1-year price target of $34.0, suggesting a potential 26.8% downside.
- Analysts currently favor an Outperform trajectory for TechnipFMC, with an average 1-year price target of $51.38, suggesting a potential 10.61% upside.
Comprehensive Peer Analysis Summary
The peer analysis summary provides a snapshot of key metrics for Baker Hughes, Halliburton and TechnipFMC, illuminating their respective standings within the industry. These metrics offer valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| SLB | Buy | -2.52% | $1.56B | 3.22% |
| Baker Hughes | Buy | 1.48% | $1.70B | 3.40% |
| Halliburton | Buy | -1.70% | $856M | 0.17% |
| TechnipFMC | Outperform | 12.73% | $603.80M | 9.41% |
Key Takeaway:
SLB ranks at the bottom for Revenue Growth with a decrease of 2.52%, while one peer shows the highest growth at 12.73%. SLB also ranks lowest for Gross Profit at $856M, compared to the highest at $1.70B. In terms of Return on Equity, SLB is at the bottom with 0.17%, while the highest is at 9.41%. Overall, SLB lags behind its peers in all key metrics analyzed.
Delving into SLB's Background
SLB is the world's premier oilfield-services company as measured by market share. While the industry is largely fragmented, SLB holds the first or second competitive position in many of the differentiated oligopolies in which it operates. Also known as Schlumberger, the company was founded in 1926 by two brothers bearing the same last name. Today, it's most known as a global industry leader in innovation, while it focuses its strategy on its three growth engines: core, digital, and new energy businesses. Over three-fourths of its revenue base is tied to international markets, while the company boasts roughly $3 billion in digital-related revenue.
SLB's Economic Impact: An Analysis
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Challenges: SLB's revenue growth over 3 months faced difficulties. As of 30 September, 2025, the company experienced a decline of approximately -2.52%. This indicates a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Energy sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 8.28%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): SLB's ROE excels beyond industry benchmarks, reaching 3.22%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): SLB's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.42%, the company showcases efficient use of assets and strong financial health.
Debt Management: SLB's debt-to-equity ratio is below the industry average at 0.5, reflecting a lower dependency on debt financing and a more conservative financial approach.
To track all earnings releases for SLB visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.