Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Weatherford International (WFRD)
NASDAQEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-05
$82.32-4.32%
Close 2026-11-05 · 1-day change
NASDAQEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
6.99 → 6.79 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for WFRD yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain operating cash flow near $136M quarterly | A primary condition in Weatherford International's published investment case. The stated target is >=136 million USD per quarter. | Intact | Operating cash flow falls below $136M per quarter | Cash from operations: $192M FY2026-Q3; GAAP. Published target: >=136 million USD per quarter. Target period is not explicitly aligned with this observation. Oct 21, 2026192,000,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
WFRD is a cyclical energy-services business whose results depend partly on sector conditions. The thesis has recently shifted from fragile to robust as financial performance recovered, but momentum has weakened and confidence is medium.
The valuation evidence points to WFRD being cheap versus peers, with expectations slightly below the model’s baseline. The priced-in assessment is justified, with low fragility, though that does not remove the risk from uneven execution or a changing sector backdrop.
Near term, the latest results showed adjusted free cash flow rising from the first quarter to the second, while revenue declined; progress against the annual cash-flow outlook is still only partly demonstrated. Over the multi-year view, redomestication savings and NCS acquisition synergies could support cash generation, but neither has been reported as realized, and the recent earnings beat does not erase the risk of erratic results or a guidance cut.
The near-term downside case is a guidance cut or weaker results from sector bellwethers, which could weaken the energy-sector tailwind. The favorable case depends on those companies continuing to report strong results and on WFRD completing its restructuring and NCS integration while delivering the stated savings and improving cash conversion.
For the next 1 to 3 years, WFRD’s long-term thesis rests on turning recent cash-flow improvement into sustained execution while completing restructuring and acquisition plans. The sector backdrop helps, but falling momentum and unproven delivery leave the thesis in a watch state. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Increase dividend per share to at least $0.28 |
| The company aims to increase dividends from $0.25 to $0.28 per share, showing capital return progress. |
| Intact |
| Dividend per share fails to increase to $0.28 by 2026-Q1 |
Dividend per share: $0.28 per share FY2026-Q3; GAAP. Published target: >=0.28 USD per share. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Oct 21, 20260.275 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Net income growth or stability near $108M quarterly | A primary condition in Weatherford International's published investment case. The stated target is >=108 million USD per quarter. | Broken | Net income falls below $108M per quarter | Net income: $120M FY2026-Q3; GAAP. Published target: >=108 million USD per quarter. Target period is not explicitly aligned with this observation. Oct 21, 2026120,000,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth of at least 3% annually | A primary condition in Weatherford International's published investment case. The stated target is >=3% YoY. | Broken | YoY revenue growth falls below 3% next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$7.36 → $6.79 · observed estimates
$5.12B → $5.05B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $7.36 | $5,122,929,870 | 11 / 10 |
| 2026-07-25 | $7.33 | $5,122,664,700 | 7 / 8 |
| 2026-07-26 | $7.33 | $5,122,664,700 | 7 / 8 |
| 2026-07-27 | $7.33 | $5,122,664,700 | 7 / 8 |
| 2026-07-28 | $7.31 | $5,150,555,647 | 7 / 7 |
| 2026-07-29 | $7.26 | $5,147,095,564 | 6 / 6 |
| 2026-07-30 | $7.26 | $5,118,339,600 | 7 / 8 |
| 2026-07-31 | $7.27 | $5,144,064,967 | 6 / 6 |
| 2026-08-01 | $7.27 | $5,144,064,967 | 6 / 6 |
| 2026-08-02 | $7.27 | $5,114,551,360 | 7 / 8 |
| 2026-08-03 | $7.27 | $5,114,551,360 | 7 / 8 |
| 2026-08-04 | $7.23 | $5,146,738,853 | 6 / 6 |
| 2026-08-05 | $7.23 | $5,146,738,853 | 6 / 6 |
| 2026-08-06 | $7.27 | $5,114,551,360 | 7 / 8 |
| 2026-08-08 | $7.27 | $5,114,551,360 | 7 / 8 |
| 2026-08-09 | $7.27 | $5,114,551,360 | 7 / 8 |
| 2026-08-10 | $7.27 | $5,114,551,360 | 7 / 8 |
| 2026-08-12 | $7.23 | $5,146,738,853 | 6 / 6 |
| 2026-08-13 | $7.27 | $5,108,911,100 | 7 / 8 |
| 2026-08-14 | $7.23 | $5,146,738,853 | 6 / 6 |
| 2026-08-15 | $7.23 | $5,146,738,853 | 6 / 6 |
| 2026-08-16 | $7.23 | $5,146,738,853 | 6 / 6 |
| 2026-08-17 | $7.23 | $5,146,738,853 | 6 / 6 |
| 2026-08-18 | $7.23 | $5,146,738,853 | 6 / 6 |
| 2026-08-19 | $7.23 | $5,146,738,853 | 6 / 6 |
| 2026-08-20 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-21 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-22 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-23 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-24 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-25 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-26 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-27 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-28 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-29 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-30 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-08-31 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-01 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-02 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-03 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-04 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-05 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-06 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-07 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-08 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-09 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-10 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-11 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-12 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-13 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-14 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-15 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-16 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-17 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-18 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-19 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-20 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-21 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-22 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-23 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-24 | $7.12 | $5,136,952,767 | 6 / 6 |
| 2026-09-25 | $7.02 | $5,108,811,662 | 6 / 7 |
| 2026-09-26 | $7.02 | $5,108,811,662 | 3 / 3 |
| 2026-09-27 | $7.02 | $5,108,811,662 | 3 / 3 |
| 2026-09-28 | $7.02 | $5,108,811,662 | 3 / 3 |
| 2026-09-29 | $7.02 | $5,108,811,662 | 3 / 3 |
| 2026-09-30 | $7.02 | $5,108,811,662 | 3 / 3 |
| 2026-10-01 | $7.02 | $5,108,811,662 | 3 / 3 |
| 2026-10-02 | $7.02 | $5,108,811,662 | 3 / 3 |
| 2026-10-03 | $6.99 | $5,118,350,241 | 3 / 3 |
| 2026-10-04 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-05 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-06 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-07 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-08 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-09 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-10 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-11 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-12 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-13 | $6.99 | $5,118,350,241 | 4 / 4 |
| 2026-10-14 | $6.88 | $5,076,705,641 | 4 / 4 |
| 2026-10-15 | $6.85 | $5,076,705,641 | 4 / 4 |
| 2026-10-16 | $6.85 | $5,076,705,641 | 4 / 4 |
| 2026-10-17 | $6.85 | $5,076,705,641 | 4 / 4 |
| 2026-10-18 | $6.85 | $5,067,524,046 | 4 / 4 |
| 2026-10-19 | $6.85 | $5,067,524,046 | 4 / 4 |
| 2026-10-20 | $6.64 | $5,009,554,046 | 4 / 5 |
| 2026-10-21 | $6.64 | $5,009,554,046 | 5 / 6 |
| 2026-10-22 | $6.79 | $5,028,192,612 | 5 / 6 |
| 2026-10-23 | $6.86 | $5,045,192,612 | 6 / 8 |
| 2026-10-24 | $6.81 | $5,052,906,900 | 5 / 8 |
| 2026-10-25 | $6.81 | $5,052,906,900 | 5 / 8 |
| 2026-10-26 | $6.81 | $5,052,906,900 | 5 / 8 |
| 2026-10-27 | $6.81 | $5,052,906,900 | 5 / 8 |
| 2026-10-28 | $6.79 | $5,052,206,900 | 5 / 8 |
| 2026-10-29 | $6.79 | $5,052,206,900 | 5 / 8 |
| 2026-10-30 | $6.79 | $5,052,206,900 | 5 / 8 |
| 2026-10-31 | $6.79 | $5,052,206,900 | 5 / 8 |
| 2026-11-01 | $6.79 | $5,052,206,900 | 5 / 8 |
| 2026-11-02 | $6.79 | $5,052,206,900 | 5 / 8 |
| 2026-11-03 | $6.79 | $5,052,206,900 | 5 / 8 |
| 2026-11-04 | $6.79 | $5,052,206,900 | 5 / 8 |
| 2026-11-05 | $6.79 | $5,052,206,900 | 5 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 10 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 8 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.