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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Arun Jayaram | JPMorgan | 12 | 8% |
| David Anderson | Barclays | 12 | 0% |
| Scott Gruber | Citigroup | 11 | 18% |
| Neil Mehta | Goldman Sachs | 10 | 0% |
| Jim West | Melius Research | 6 | 0% |
| Roger Read | Wells Fargo | 5 | 20% |
| Josh Silverstein | UBS | 4 | 0% |
| Steve Gengaro | Stifel | 4 | 0% |
| Marc Bianchi | TD Cowen | 4 | 0% |
| Steve Richardson | Evercore ISI | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 12 | 0% |
| JPMorgan | 1 | 12 | 8% |
| Citigroup | 1 | 11 | 18% |
| Goldman Sachs | 1 |
| 10 |
| 0% |
| Melius Research | 1 | 6 | 0% |
| Wells Fargo | 1 | 5 | 20% |
| Stifel | 1 | 4 | 0% |
| TD Cowen | 1 | 4 | 0% |
Revenue grew 3% year-over-year to $8.7 billion but adjusted EBITDA margin compressed 346 basis points as Middle East conflict severely disrupted operations, with EPS declining 13.8% to $0.52. ChampionX integration delivered accretive growth and digital and AI adoption accelerated, while data center solutions continued scaling rapidly. No formal full-year guidance was provided as the company offered only Q2 scenario-based outlook, estimating the Middle East revenue and earnings decline would be fully offset by other international markets combined.
Revenue Growth | Demand | Cloud & AI | Geographic Expansion | Capex Investment | Margin | Macroeconomic | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 4 | 3 | 3 | 2 | 1 | 1 | |
| 2025Q1 | 3 | 5 | 1 | 3 | 1 | 3 | 1 | 2 |
| 2025Q2 | 3 | 4 | 2 | 2 | 1 | 3 | 2 | |
| 2025Q3 | 3 | 3 | 4 | 2 | 1 | 1 | 1 | 2 |
| 2025Q4 | 4 | 5 | 1 | 4 | 4 | 1 | 3 | |
| 2026Q1 | 1 | 6 | 2 | 6 | 2 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 7 | 3 | 3 | 3 | 4 | 1 |
| Demand | 4 | 5 | 4 | 3 | 5 | |
| Cloud & AI | 3 | 1 | 2 | 4 | 1 | 6 |
| Geographic Expansion | 3 | 3 | 2 | 2 | 4 | 2 |
| Capex Investment | 1 | 1 | 1 | 4 | 6 | |
| Margin | 2 | 3 | 3 | 1 | 2 | |
| Macroeconomic | 1 | 1 | 2 | 1 | 1 | 4 |
| Competitive Dynamics | 1 | 2 | 2 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SLB Schlumberger | 2 | +2.7% | |
| BKR Baker Hughes | 6 | +2.5% | |
| HAL Halliburton | 4 | -0.3% |