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09:00
Jul 21 ◎

HAL FY2026 Q2 Watch

Halliburton Company (HAL) FY2026 Q2 Earnings Call

YPF TTE HAL SLB CHX ▾

Shannon Slocum

Halliburton secured a large multi-year unconventional contract with YPF in Argentina, deploying its Zeus electric frac fleet, signaling strong demand and long-term commitment from YPF.

"Argentina with YPF, Bigwin multi-year, multi-billion with Zeus. Going back to Aramco and Jafura, and if you kind of look at the big markets out there, Argentina"

YPF WATCH

Shannon Slocum

Halliburton won a significant offshore contract with TotalEnergies in Suriname, adding to its deepwater footprint in the region.

"Just announced a really sizable win with Total Energies in Suriname. We still have a great footprint with Guyana there."

TTE WATCH

Jeff Miller

Management conveys a confident outlook driven by international contract wins, North America recovery, and margin expansion despite Middle East fluidity.

"I believe the global outlook for Halliburton is strong and will lead to revenue growth and margin expansion. In the international markets, I am excited about Halliburton's contract awards and pipeline of future opportunities."

HAL WATCH

Shannon Slocum

Very little capacity at all in the market on gas substitution, zero at all on electric for North America frac fleets, giving pricing power to operators of electric spreads like Halliburton's Zeus. — Tight supply of electric frac equipment supports pricing and utilization for Halliburton and may pressure competitors lacking such technology.

"Very little capacity at all in the market on gas substitution, zero at all on electric."

SLB WATCH

Shannon Slocum

Over 30 rigs being added in North America, supporting drilling activity and D&E segment growth. — Rig additions signal a sustained recovery in North America drilling that benefits equipment and service providers.

"We're also seeing pretty significant rig ads here. Over 30 plus rigs being added to North America."

CHX WATCH NOV WATCH

HIGH

09:00
Apr 21 ◎

HAL FY2026 Q1 Watch

Halliburton Company (HAL) FY2026 Q1 Earnings Call

HAL YPF ▾

Jeff Miller

Management is bullish on the structural tightening of oil markets driven by Middle East conflict, sees early signs of North America recovery, and expects international growth outside the Middle East. The tone is cautiously optimistic despite near-term headwinds.

"The macro environment has changed in the last 60 days. I believe Halliburton will thrive in the market that we see."

HAL WATCH

Shannon Slocum

Halliburton plans to move frac equipment from North America to Argentina for the YPF contract due to better pricing and multi-year runway, redrawing the international supply chain for high-spec fleets. — This shift tightens North American capacity further while establishing Zeus electric frac technology in international markets, potentially accelerating adoption by other operators.

"YPF recently awarded Halliburton a multi-billion dollar award for integrated completion services in Argentina."

YPF WATCH

HIGH

09:00
Jan 21 ◎

HAL FY2025 Q4 Watch

Halliburton Company (HAL) FY2025 Q4 Earnings Call

HAL ▾

Jeff Miller

Management sees 2026 as a transition year with North America declining high single digits and international flat to up modestly, but believes the medium-term outlook is strong with supply-demand rebalancing.

"I expect 2026 to be a rebalancing year, which I am confident is followed by a period of sustained strong growth."

HAL WATCH

HIGH

09:00
Oct 21 ◎

HAL FY2025 Q3 Watch

Halliburton Company (HAL) FY2025 Q3 Earnings Call

HAL COP ORCL ▾

Jeff Miller

Management struck a cautious but proactive tone: cutting costs, reducing capex 30%, and idling unprofitable equipment, while still confident in international growth and technology differentiation.

"Near-term, we will execute our collaborative strategy and advance our technology, invest in our international growth engines, maintain cost and capital discipline, including idling equipment when returns are not economic"

HAL WATCH

Jeff Miller

ConocoPhillips awarded Halliburton a long-term North Sea contract, confirming ongoing investment in the region and Halliburton's strong service positioning.

"we won a major five-year contract from ConocoPhillips in the North Sea. To deliver this contract, we will transform a conventional offshore service vessel into an advanced stimulation platform"

COP WATCH

Jeff Miller

Halliburton's 20%-owned VoltaGrid signed a 2.3 GW distributed power deal with Oracle, and Halliburton will be the international partner for similar projects outside North America. — This expands Halliburton's revenue stream beyond oilfield services into the high-growth AI data center power market, leveraging its global execution capability.

"VoltaGrid announced an agreement to deploy 2.3 gigawatts of generation capacity to support Oracle's next generation artificial intelligence data centers."

ORCL WATCH

HIGH

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