Schlumberger (SLB)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
$57.51+0.17%
Close 2026-09-04 · 1-day change
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
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 2026-09-04.
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.
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.
Commit to returning over $4 billion to shareholders in 2026 through dividends and share repurchases.
Stated as a priority in 4 of last 4 quarters. Management committed to returning more than $4 billion to shareholders in 2026 through dividends and share repurchases. Cash flow from operations was $1.36 billion in 2026-Q2 and $487 million in 2026-Q1, supporting this commitment. The trajectory is delivering as management reiterated this target consistently.
“We are committed to returning more than $4 billion to shareholders in 2026 through dividends and share repurchases.”
“We are committed to returning more than $4 billion to shareholders in 2026.”
“We are committed to returning more than $4 billion to shareholders in 2026 through dividends and share repurchases.”
“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…”
Grow Digital and Data Center Solutions revenue, targeting over $1 billion annualized run rate in Data Center Solutions by end of 2026.
Stated as a priority in 4 of last 4 quarters. Digital revenue grew 9% year on year in 2026-Q2, with Data Center Solutions revenue growing 63% year on year in first half 2026. Digital ARR reached $1.04 billion in 2026-Q2, up 15% year on year. Management is delivering on growth targets with accelerating momentum.
“Data Center Solutions business remains on track to exceed $1 billion annualized revenue run rate by the end of this year.”
“Digital revenue increased 9% year on year, supported by continued momentum in Digital Operations.”
“Digital revenue increased 9% on a full-year basis with an adjusted EBITDA margin of 35%. Data Center Solutions business grew 121% year on year.”
“Digital revenue increased 3% year on year driven by strong growth in Digital Operations revenue and higher revenue in Platforms & Applications.”
Continue integration and growth of ChampionX acquisition to strengthen production and recovery market presence.
Stated as a priority in 4 of last 4 quarters. ChampionX contributed $579 million revenue in 2025-Q3, growing to $870 million in 2026-Q2. Adjusted EBITDA from ChampionX also increased, reflecting successful integration and growth. Management is delivering progressive margin expansion and strengthening production market presence.
“ChampionX businesses contributed $870 million of revenue and $207 million of adjusted EBITDA in 2026-Q2.”
“ChampionX businesses contributed $838 million of revenue and $199 million of adjusted EBITDA in 2026-Q1.”
“ChampionX businesses contributed $879 million of revenue and $206 million of adjusted EBITDA in 2025-Q4.”
“ChampionX businesses contributed $579 million of revenue and $139 million of adjusted EBITDA in 2025-Q3.”
Prioritize growth in production and recovery solutions including artificial lift, production chemicals, and subsea systems.
Stated as a priority in 4 of last 4 quarters. Production Systems revenue grew from $2.84 billion in 2025-Q1 to $3.77 billion in 2026-Q2, driven by increased demand for artificial lift, production chemicals, and subsea systems. Management is delivering growth aligned with customer priorities on production and recovery.
“Production Systems revenue grew 7% sequentially supported by U.S. unconventionals and international markets.”
“Production Systems revenue increased 23% year on year, led by production chemicals and artificial lift.”
“Production Systems revenue increased 17% sequentially and 30% year on year.”
“Production Systems revenue increased 18% sequentially and 14% year on year.”
SLB is committed to returning more than $4 billion to shareholders in 2026 through dividends and share repurchases.
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 57% of the time over the next year (vs 56% for the rest of the cohort, n=2314).
Over the trailing year it converted 1.21x of net income into operating cash flow. Historically, Energy names rated fragile grew net income 36% of the time over the next year (vs 47% for the rest of the cohort, n=996).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Energy names rated stable grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=627).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.