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Reporting soon: earnings call Tuesday, Oct 20
A pre-earnings brief is ready for HAL: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.61B | -2.2% | $0.70 | -5.4% | 16.6% | 11.0% | $1.03B |
| FY2025 Q1 | $5.42B | -6.7% | $0.24 | -64.7% | 8.0% | 3.8% | $75M |
| FY2025 Q2 | $5.51B | -5.5% | $0.55 | -31.3% | 13.2% | 8.6% | $542M |
| FY2025 Q3 | $5.60B | -1.7% | $0.02 | -96.7% | 6.4% | 0.3% | $227M |
| FY2025 Q4 | $5.66B | +0.8% | $0.70 | 0.0% | 13.2% | 10.4% | $828M |
| FY2026 Q1Selected | $5.40B | -0.3% | $0.55 | +129.2% | 12.6% | 8.5% | $81M |
| FY2026 Q2 | $5.71B | +3.7% | $0.64 | +16.4% | 13.6% | 9.3% | $589M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Halliburton posted Q1 revenue of $5.4 billion, flat versus Q1 2025, with a 13% operating margin. International revenue rose 3% to $3.3 billion as Latin America (+22%) and Europe/Africa (+11%) offset a 13% decline in Middle East/Asia, where the regional conflict cost roughly $0.02 to $0.03 per share, while North America revenue fell 4% to $2.1 billion. Management expects that Middle East impact to widen to about $0.07 to $0.09 per share in Q2, but still sees international revenue outside the Middle East growing mid- to high-single digits for the full year, led by Latin America. The quarter also brought a multibillion-dollar YPF integrated completions award in Argentina, which will deploy Zeus electric fracturing outside North America for the first time.
Demand | Geographic Expansion | Competitive Dynamics | Innovation & R&D | Margin | Pricing | Cloud & AI | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 3 | 2 | 7 | 3 | 4 | 2 | |
| 2025Q1 | 7 | 5 | 4 | 4 | 5 | 2 | 1 | 3 |
| 2025Q2 | 7 | 5 | 4 | 2 | 6 | 4 | 3 | |
| 2025Q3 | 8 | 7 | 7 | 5 | 1 | 1 | 7 | 2 |
| 2025Q4 | 9 | 6 | 4 | 3 | 3 | 2 | 3 | 2 |
| 2026Q1 | 11 | 8 | 4 | 3 | 1 | 3 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 7 | 7 | 8 | 9 | 11 |
| Geographic Expansion | 3 | 5 | 5 | 7 | 6 | 8 |
| Competitive Dynamics | 2 | 4 | 4 | 7 | 4 | 4 |
| Innovation & R&D | 7 | 4 | 2 | 5 | 3 | 3 |
| Margin | 3 | 5 | 6 | 1 | 3 | 1 |
| Pricing | 4 | 2 | 4 | 1 | 2 | 3 |
| Cloud & AI | 2 | 1 | 7 | 3 | 2 | |
| Macroeconomic | 3 | 3 | 2 | 2 | 3 |
Calendar quarter Q1 2026Earnings call Apr 21, 2026
FY2026 Q1 in brief
Halliburton posted Q1 revenue of $5.4 billion, flat versus Q1 2025, with a 13% operating margin.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Halliburton (HAL), FY2026 Q1: 4/10. Scores: Halliburton’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: HAL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Arun Jayaram | JPMorgan | 13 questions · 0% challenging |
| Saurabh Pant | Bank of America | 13 questions · 0% challenging |
| David Anderson | Barclays | 13 questions · 15% challenging |
| Scott Gruber | Citigroup | 12 questions · 8% challenging |
| Stephen Gengaro | Stifel | 12 questions · 25% challenging |
| Neil Mehta | Goldman Sachs | 11 questions · 9% challenging |
| Marc Bianchi |
GAAP revenue YoY -0.28% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| TD Cowen |
| 10 questions · 40% challenging |
| Derek Podhaizer | Piper Sandler | 9 questions · 0% challenging |
| Douglas Becker | Capital One Securities | 8 questions · 0% challenging |
| James West | Melius Research | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 13 questions · 0% challenging |
| Barclays | 1 analyst | 13 questions · 15% challenging |
| JPMorgan | 1 analyst | 13 questions · 0% challenging |
| Citigroup | 1 analyst | 12 questions · 8% challenging |
| Stifel | 1 analyst | 12 questions · 25% challenging |
| Goldman Sachs | 1 analyst | 11 questions · 9% challenging |
| TD Cowen | 1 analyst | 10 questions · 40% challenging |
| Piper Sandler | 1 analyst | 9 questions · 0% challenging |
What HAL and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“And it's a Halliburton e-fleet, simul-frac as efficient as it gets crew.”
Diamondback is bringing back a Halliburton e-fleet simul-frac crew as its fifth completion crew, relying on Halliburton for efficient completion services as it adds activity.
“We really like our position in VoltaGrid, and we like what the company is doing.”
Halliburton holds an investment and international venture with power provider VoltaGrid and is optimistic about deploying it globally.
“They selected Halliburton Company and Valaris for a strategic collaboration agreement to support the development of its offshore assets.”
Offshore driller Valaris was selected alongside Halliburton for a PETRONAS collaboration in Suriname, a positive offshore win for Valaris.
“They selected Halliburton Company and Valaris for a strategic collaboration agreement to support the development of its offshore assets.”
PETRONAS selected Halliburton for an offshore development collaboration in Suriname, reflecting PETRONAS's offshore investment.
“We recently closed our acquisition of Sekal, a global leader in rig automation.”
Halliburton closed its acquisition of rig-automation firm Sekal, folding Sekal's Drilltronics platform into its drilling portfolio.
“In unconventionals, YPF recently awarded Halliburton Company a multibillion-dollar award for integrated completion services in Argentina.”
Argentine producer YPF awarded Halliburton a multibillion-dollar unconventional completions contract, signaling heavy YPF investment in Argentina shale.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HAL Halliburton | 4 | -0.3% | |
| BKR Baker Hughes | 6 | +2.5% | |
| SLB Schlumberger | 2 | +2.7% |