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Halliburton Beats Q4 Forecasts on International Strength, Lifts Cash Returns

Management signals 2026 rebalancing with near-term North America softness.

Overview

  • Adjusted earnings reached $0.69 per share versus a $0.55 consensus, with revenue of $5.657 billion topping the $5.412 billion estimate.
  • International revenue rose to about $3.50 billion, offsetting a roughly $2.21 billion North America result that was weak to flat.
  • Quarterly operating cash flow totaled $1.17 billion and free cash flow was $875 million, funding $250 million in buybacks, retirement of $382 million in notes, and a $0.17 dividend.
  • Overall profit declined from a year earlier due to asset impairments and restructuring costs, including an approximately $83 million pretax charge.
  • The company announced new commercial moves, including a VoltaGrid collaboration targeting 400 megawatts of modular gas power in the Middle East by 2028, a Shell framework for ROCS tubing hanger services, and an Integrated Drilling Services award for Shell Nigeria.