据油价网2023年7月19日报道，全球三大油田服务提供商中的两家——哈里伯顿公司和贝克休斯公司——7月19日公布了他们今年第二季度的利润，超出了市场的共识，但这两家油服巨头均表明北美市场的页岩钻井需求疲软。
统计数据显示，两家公司强劲的国际业务抵消了北美业绩的疲软。
哈里伯顿公司公布第二季度调整后净利润为6.91亿美元，即每股摊薄收益0.77美元，高于《华尔街日报》分析师预期的每股收益0.75美元。与去年第二季度相比，收益也增加50%以上。
全球最大的水力压裂服务提供商哈里伯顿公司第二季度的总收入同比增长14%，达到58亿美元。然而与第一季度相比，北美业务的收入下降2%，降至27亿美元。
哈里伯顿公司表示：“这一下降主要是由于美国陆上增产活动的减少，部分抵消了美国陆上机械采油活动的增加，以及墨西哥湾多条产品服务线的活动增加。”
根据贝克休斯公司发布的数据，上周美国在用钻机总数降至675部，比去年同期减少81部。目前美国在用钻机数量比疫情之前的在用钻机数量减少400部。
财报公布后，哈里伯顿公司的股价在开盘时下跌2%。
另一家美国油田服务巨头贝克休斯公司第二季度的收益也超过了分析师的预期，但它也标志着北美市场的钻井需求疲软。
贝克休斯董事长兼首席执行官洛伦佐·西蒙内利表示：“北美市场的疲软预计将被国际和海上市场的强劲发展所抵消。”
世界最大的油田服务提供商斯伦贝谢公司将于当地7月21日星期五开市前公布其第二季度收益情况。
李峻 译自 油价网
原文如下：
Oilfield Services Giants Signal Weaker U.S. Shale Drilling
Two of the world’s top three oilfield service providers, Halliburton and Baker Hughes, reported on Wednesday consensus-beating profits for the second quarter, but both signaled softer demand for drilling on the North American market.
Weaker North American performance was more than offset by stronger international businesses at both companies.
Halliburton (NYSE: HAL) reported adjusted net income for the second quarter of $691 million, or $0.77 per diluted share, higher than the analyst consensus in The Wall Street Journal, which had expected $0.75 per share earnings. The earnings were also more than 50% higher compared to the second quarter of 2022.
Total revenues for Halliburton, the world’s top fracking services provider, rose by 14% year-over-year to $5.8 billion. However, revenues from North American operations dropped by 2% compared to the first quarter, to $2.7 billion.
“This decline was primarily driven by decreased stimulation activity in U.S. land, which was partially offset by increased artificial lift activity in U.S. land, and higher activity across multiple product service lines in the Gulf of Mexico,” Halliburton said.
The total rig count in the U.S. fell to 675 last week—81 rigs below this time last year, per Baker Hughes data published on Friday. The current count is 400 fewer rigs than the rig count at the beginning of 2019, prior to the pandemic.
Following the release of the results, Halliburton’s stock dropped by 2% at market open.
The other oilfield services giant, Baker Hughes (NASDAQ: BKR), also beat analyst expectations for the second-quarter earnings, but it also flagged a softer North American market.
“Market softness in North America is expected to be more than offset by strength in international and offshore markets,” said Lorenzo Simonelli, Baker Hughes chairman and chief executive officer.
SLB, formerly Schlumberger, the world’s largest oilfield service provider, will report its second-quarter earnings before market open on Friday, July 21.
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