FINWIRES · TerminalLIVE
FINWIRES

哈里伯頓第一季業績受北美業務疲軟影響

-- 石油和天然氣工程服務供應商哈里伯頓(Halliburton,股票代碼:HAL)週二表示,2026年第一季完井和生產收入年減3%,即1.04億美元,至30億美元;營業收入年減17%,至4.39億美元。 該公司表示,北美地區增產活動減少、完井工具銷售下降以及壓裂服務減少對第一季收入產生了負面影響。 西半球完井工具銷售成長以及非洲壓裂服務增加部分抵消了這些負面影響。 鑽井和評估收入年增4%,即8,900萬美元,至24億美元;營業收入與上年持平,為3.51億美元。 拉丁美洲專案管理活動增加以及歐洲和西半球對鑽井相關服務的需求增加對績效產生了積極影響。 然而,該公司表示,中東地區(尤其是沙烏地阿拉伯和卡達)業務活動的減少,以及東半球電纜作業活動的減少和墨西哥灣流體服務業務的下滑,部分抵消了這些收益。 2026年第一季度,中東/亞洲地區的營收年減13%至13億美元。 伊朗衝突也對鑽井和評估業務造成了影響。聲明中寫道:“2026年第一季度,中東地緣政治衝突對這兩個部門均造成了影響,導致每股攤薄淨收益減少約2至3美分。”

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

Related Articles

Research

Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI
Equities

Petro Rabigh Emerges From Loss in Q1; Revenue Grows

Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.

$SASE:2380
Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.

$HIG