Schlumberger (SLB)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-05
$49.64-3.72%
Close 2026-11-05 · 1-day change
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · SLB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within energy on a research-validated quality screen. As of 2026-11-05.
The screen ranks SLB against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Energy names rated neutral grew net income 56% of the time over the next year (vs 57% for the rest of the cohort, n=2345).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 200.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Other Events During the quarter, SLB repurchased 12.9 million shares of its common stock for a total purchase price of $656 million.
Stated in 4 of 8 supplied quarters. Management reported: “Other Events During the quarter, SLB repurchased 12.9 million shares of its common stock for a total purchase price of $656 million.” “During the first nine months of 2026, SLB repurchased a total of 34.0 million shares of its common stock for a total purchase price of $1.76 billion.”
“Other Events During the quarter, SLB repurchased 12.9 million shares of its common stock for a total purchase price of $656 million.”
““Although near-term uncertainties remain, we are committed to returning more than $4 billion to shareholders in 2026,” Le Peuch concluded.”
““Aligned with our clear priority to create value for investors, we are committed to returning more than $4 billion to shareholders in 2026 through dividends and share repurchases, and we are starting…”
“We continue to have confidence in our ability to generate strong cash flow in the current environment and will return a minimum of $4 billion to shareholders through dividends and share repurchases t…”
Data Center Solutions Accelerates as an Independent Growth Driver “Our Data Center Solutions business continued to accelerate, with revenue increasing 23% sequentially, driven by growing demand, a br…
Stated in 4 of 8 supplied quarters. Management reported: “Data Center Solutions Accelerates as an Independent Growth Driver “Our Data Center Solutions business continued to accelerate, with revenue increasing 23% sequentially, driven by growing demand, a broadening scope of services and geographic expansion into Asia.” ““The Data Center Solutions business remains on track to exceed $1 billion annualized revenue run rate by the end of this year.”
Outside the region, growth was supported by higher activity in U.S. land, highlighted by ChampionX achieving its highest quarterly revenue since the acquisition.
Stated in 5 of 8 supplied quarters. Management reported: “Outside the region, growth was supported by higher activity in U.S. land, highlighted by ChampionX achieving its highest quarterly revenue since the acquisition.” “This was primarily driven by the addition of ChampionX, which continues to deliver revenue growth and progressive margin expansion.”
“Outside the region, growth was supported by higher activity in U.S. land, highlighted by ChampionX achieving its highest quarterly revenue since the acquisition.”
“Our international outlook continues to strengthen, driven by deepwater momentum across Latin America, Europe, Sub-Saharan Africa and Asia, underscored by recent SLB OneSubsea contract awards.
Stated in 4 of 8 supplied quarters. Management reported: ““Our international outlook continues to strengthen, driven by deepwater momentum across Latin America, Europe, Sub-Saharan Africa and Asia, underscored by recent SLB OneSubsea contract awards.” “The regional conflict has heightened the industry’s focus on supply diversification, which is expected to shape the next upcycle and is reinforcing the strategic importance of deepwater, exploration, and production and recovery activities.”
Grow Digital and Data Center Solutions through expanding products, services, customer reach and geographic presence.
Over the trailing year it converted 0.51x of net income into operating cash flow. Historically, Energy names rated fragile grew net income 37% of the time over the next year (vs 48% for the rest of the cohort, n=993).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Energy names rated stable grew net income 61% of the time over the next year (vs 57% for the rest of the cohort, n=1671).
Not investment advice. As of 2026-11-05.
“Data Center Solutions Accelerates as an Independent Growth Driver “Our Data Center Solutions business continued to accelerate, with revenue increasing 23% sequentially, driven by growing demand, a br…”
““The Data Center Solutions business remains on track to exceed $1 billion annualized revenue run rate by the end of this year.”
“Meanwhile, Data Center Solutions experienced a remarkable 45% uplift, highlighting the effectiveness of SLB’s modular and scalable off-site manufacturing capabilities.”
““We expect that Data Center Solutions will be our fastest growing business for years to come, and Digital will continue to grow at highly accretive margins.”
“This drove growth in artificial lift, valves, surface production systems and production chemicals, further highlighting the strategic value of ChampionX in our portfolio.”
“This was primarily driven by the addition of ChampionX, which continues to deliver revenue growth and progressive margin expansion.”
“We expect the positive impact of ChampionX to continue to accelerate in 2026 as we capture further synergies and extend its leading capabilities into additional international markets,” Le Peuch said.”
““ChampionX enhances our portfolio and underscores the value of expanding our presence in the less cyclical production market.”
““Our international outlook continues to strengthen, driven by deepwater momentum across Latin America, Europe, Sub-Saharan Africa and Asia, underscored by recent SLB OneSubsea contract awards.”
“The regional conflict has heightened the industry’s focus on supply diversification, which is expected to shape the next upcycle and is reinforcing the strategic importance of deepwater, exploration,…”
“International Markets to Lead Future Activity Rebound “Looking ahead, it is more likely that the international markets will lead an activity rebound when supply and demand rebalance, supported by sus…”
“Additionally, we continue to benefit from strategically diversifying the portfolio outside of oil and gas businesses,” Le Peuch said.”