全球最大油田服务提供商提高今年收入和盈利预期

斯伦贝谢公司在其最新的收益报告中公布了其第二季度高于预期的利润。  

由于钻井活动的反弹，这家全球油田服务巨头现在提高其今年的收入和盈利预期。  

斯伦贝谢公司首席执行官奥利弗·勒佩奇表示：“随着上游业务和服务价格的稳步上升，多年来的上升周期继续获得动力。”

据美国油价网7月22日报道，全球最大的油田服务提供商斯伦贝谢公司周五公布的其第二季度利润高于预期，由于所有市场的钻井活动反弹，促使斯伦贝谢公司提高了其今年的收入和盈利预期，因为“多年的上升周期继续获得动力”。

斯伦贝谢公司第二季度扣除费用和信贷后的每股收益（EPS）为0.50美元，环比增长47%，同比增长67%。 每股收益高于《华尔街日报》汇编的分析师们平均预期的0.40美元。

由于斯伦贝谢公司公布了其第二季度高于预期的收益和营收，并上调了全年收入和盈利预期，其股价盘前上涨2.26%。 

斯伦贝谢公司第二季度营收为68亿美元，同比增长20%，环比增长14%。 

勒佩奇表示：“由于这一业绩，并基于我们对今年剩余时间的最新展望，预计该公司今年的收入同比增长将达到15%至15%，这相当于全年将至少获得270亿美元的收入。”

勒佩奇补充说：“鉴于我们雄心勃勃地希望今年结束时，经调整后的EBITDA（税息折旧及摊销前利润）收益比去年第四季度高出200个基点，我们预计这一收入的增加将导致今年收益超过我们之前的预期。”

勒佩奇表示：“随着上游业务和服务价格在国际和北美地区的稳步上升，多年来的上升周期继续获得动力，这将导致斯伦贝谢公司的前景得到加强。”

勒佩奇在评论石油市场和钻井活动前景时表示：“尽管近期人们对全球经济放缓感到担忧，但能源安全、有利的收支平衡价格以及增加油气生产能力的紧迫性等因素结合在一起，预计将继续支持上游勘探和生产支出的强劲增长。因此，我们正在见证上游支出与近期需求波动的脱钩，这将导致全球油气活动在今年及以后出现弹性增长。”

斯伦贝谢公司是全球三大油田服务提供商中最后一个公布第二季度收益的公司。本周早些时候，贝克休斯公司表示，由于供应链通胀和产能大国业务暂停带来的收入损失，公司业绩“喜忧参半”。 贝克休斯董事长兼首席执行官Lorenzo Simonelli表示，在今年剩余时间和明年，石油市场将面临“一系列不同寻常的环境和挑战”。

7月19日，哈利伯顿公司揭开了油气行业财报季的帷幕，该公司报告称，由于北美和国际市场钻井活动的增加，其第二季度调整后净利润激增41%，并表示预计国际市场将看到“多年的增长”。

李峻 编译自 美国油价网 

原文如下：

World’s Top Oilfield Service Provider Raises Earnings Outlook

·     Schlumberger reported higher-than-expected profits in its latest earnings report.

·     The oilfield service giant is now raising 2022 revenue and earnings outlook as drilling activity rebounds.

·    “The multiyear upcycle continues to gain momentum with upstream activity and service pricing steadily increasing,” said Schlumberger chief Olivier Le Peuch.

Schlumberger (NYSE: SLB) reported on Friday higher-than-expected profit for the second quarter as drilling activity rebounded in all markets, prompting the world’s largest oilfield service provider to raise its 2022 revenue and earnings outlook as “the multiyear upcycle continues to gain momentum.”  Schlumberger booked earnings per share (EPS), excluding charges and credits, of $0.50 for the second quarter, up by 47% sequentially and 67% year on year. This past quarter’s EPS were higher than the $0.40 EPS average analyst estimate compiled by The Wall Street Journal.

Schlumberger’s shares rose by 2.26% pre-market after the higher-than-expected earnings and revenue and the raised outlook for the full year. 

For Q2, Schlumberger reported revenues of $6.8 billion, up by 14% sequentially and 20% year on year. 

“As a result of this performance and based on our updated outlook for the remainder of the year, 2022 year-on-year revenue growth is now expected to be in the high-teens which translates to full-year revenue of at least $27 billion,” Schlumberger CEO Olivier Le Peuch said. 

“We expect this higher revenue to result in earnings that exceed our previous expectations, given our ambition to exit the year with adjusted EBITDA margins 200 basis points higher than in the fourth quarter of 2021,” Le Peuch added. 

“The multiyear upcycle continues to gain momentum with upstream activity and service pricing steadily increasing both internationally and in North America, resulting in a strengthened outlook for Schlumberger,” the executive said.

Commenting on the oil market and drilling activity prospects, Le Peuch said, “Despite near-term concerns over a global economic slowdown, the combination of energy security, favorable break-even prices, and the urgency to grow oil and gas production capacity is expected to continue to support strong upstream E&P spending growth. Consequently, we are witnessing a decoupling of upstream spending from near-term demand volatility, resulting in resilient global oil and gas activity growth in 2022 and beyond.” 

Schlumberger was the last of the three biggest oilfield service providers reporting Q2 earnings. Earlier this week, Baker Hughes (NASDAQ: BKR) flagged “mixed results” due to supply-chain inflation and revenue losses from the suspension of its operations in the largerproducer. Baker Hughes sees the oil market facing “an unusual set of circumstances and challenges” for the rest of this year and into next year, Baker Hughes chairman and CEO Lorenzo Simonelli said. 

Halliburton (NYSE: HAL) opened the oil and gas industry’s earnings season on Tuesday, reporting a 41-percent surge in its second-quarter adjusted net income amid growing drilling activity both in North America and in international markets, and saying it expects international markets to see “multiple years of growth.”