The earnings call highlighted the successful acquisition of ChampionX and growth in international markets as key positives. However, challenges in North America, particularly in Mexico and the reservoir performance division, along with tariff impacts, tempered the overall outlook.

Company Guidance -

Q3 2025

In the second half of 2025, Schlumberger Limited anticipates consolidating ChampionX, thereby projecting revenue between $18.2 billion and $18.8 billion. This forecast is driven by a combination of ChampionX's five-month contribution and consistent performance in Schlumberger's legacy business, despite expected declines in U.S. activity and certain markets. Revenue is expected to be backloaded in the fourth quarter due to a full quarter's inclusion of ChampionX and seasonal digital and product sales. EBITDA margins are projected to remain flat compared to the second quarter, with potential impacts from tariffs estimated at 20 to 40 basis points. The integration with ChampionX is expected to generate $400 million in pretax synergies within three years, with 75% from cost savings and the remainder from revenue synergies.

Completion of ChampionX Acquisition

Schlumberger Limited completed its acquisition of ChampionX, enhancing its portfolio with strengths in production chemicals and artificial lift. This acquisition is expected to drive growth and synergies across international markets.

International Revenue Growth

Revenue in international markets grew by 2%, driven by growth in the Middle East, Asia, and North Africa, despite challenges in Saudi Arabia and offshore markets.

Digital and Integration Segment Performance

The digital segment showed double-digit growth across platforms, applications, and digital operations, with a user base of over 7,800 on the Delphi platform.

Strong Cash Flow

The company generated $1.1 billion of cash flow from operations and free cash flow of $622 million, showing significant improvement.

Synergy Expectations from ChampionX

The company expects $400 million of annual pretax synergies within three years from the ChampionX acquisition, with a faster realization of supply chain savings.

Schlumberger (SLB) Earnings, Revenues Date & History

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SLB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 17, 2025	2025 (Q3)	0.67 / -	0.89	―	―	―
Jul 18, 2025	2025 (Q2)	0.72 / 0.74	0.85	-12.94% (-0.11)	―
Apr 25, 2025	2025 (Q1)	0.73 / 0.72	0.75	-4.00% (-0.03)	―
Jan 17, 2025	2024 (Q4)	0.90 / 0.92	0.86	6.98% (+0.06)	―
Oct 18, 2024	2024 (Q3)	0.89 / 0.89	0.78	14.10% (+0.11)	―
Jul 19, 2024	2024 (Q2)	0.83 / 0.85	0.72	18.06% (+0.13)	―
Apr 19, 2024	2024 (Q1)	0.75 / 0.75	0.63	19.05% (+0.12)	―
Jan 19, 2024	2023 (Q4)	0.83 / 0.86	0.71	21.13% (+0.15)	―
Oct 20, 2023	2023 (Q3)	0.77 / 0.78	0.63	23.81% (+0.15)	―
Jul 21, 2023	2023 (Q2)	0.71 / 0.72	0.5	44.00% (+0.22)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SLB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 18, 2025	$34.67	$33.32	-3.89%
Apr 25, 2025	$34.64	$34.23	-1.18%
Jan 17, 2025	$40.46	$42.92	+6.08%
Oct 18, 2024	$43.05	$41.02	-4.72%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.