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ハリバートン第1四半期決算、北米事業の低迷で打撃を受ける

-- 石油・ガスエンジニアリングサービスプロバイダーのハリバートン(HAL)は火曜日、2026年第1四半期の完成・生産事業の売上高が前年同期比3%減(1億400万ドル減)の30億ドルとなり、営業利益は17%減の4億3900万ドルとなったと発表した。 同社によると、北米における刺激作業の減少、完成ツール販売の減少、圧力ポンプサービスの減少が第1四半期の売上高にマイナスの影響を与えた。 これらの影響は、西半球における完成ツール販売の増加とアフリカにおける圧力ポンプサービスの増加によって部分的に相殺された。 掘削・評価事業の売上高は前年同期比4%増(8900万ドル増)の24億ドルとなり、営業利益は3億5100万ドルで横ばいだった。 ラテンアメリカにおけるプロジェクトマネジメント活動の増加と、欧州および西半球における掘削関連サービスの需要増加が業績にプラスの影響を与えた。 しかしながら、これらの増益は、中東、特にサウジアラビアとカタールにおける活動の低下、東半球におけるワイヤーライン活動の減少、そしてメキシコ湾における流体サービスの減少によって部分的に相殺された、と同社は述べている。 2026年第1四半期の中東・アジア事業の売上高は、前年同期比13%減の13億ドルとなった。 イラン紛争も掘削・評価事業に影響を与えた。「2026年第1四半期において、中東の地政学的紛争は両事業部門に影響を与え、希薄化後1株当たり純利益に約2~3セントの減少をもたらした」と声明で述べている。

Price: $38.22, Change: $+1.55, Percent Change: +4.23%

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