据钻机地带10月21日报道，斯伦贝谢(Schlumberger)公布了7年来最高的利润，由于在全球供应紧张的情况下，继北美之后，海外钻探公司重新启用了油气钻机。
与竞争对手贝克休斯(Baker Hughes Co.)一样，这家全球最大的石油服务提供商也预测，今年最后三个月的国际销售将出现增长。斯伦贝谢第三季度调整后净利润增至9.07亿美元，为2015年以来的最高水平。该公司股价在盘前交易中上涨2%。
该公司首席执行官Olivier Le Peuch周五在一份宣布业绩的声明中表示，随着我们国际业务的增长步伐显著加快，补充了本已强劲的北美业务水平，我们实现了又一个两位数的营收增长和利润率增长。我们预计第四季度将实现连续的收入增长和利润增长。
由于能源行业多年来的扩建速度超过了全球油气田可用的劳动力和设备供应，斯伦贝谢及其同行正在从中获利。贝克休斯本周对投资者表示，由于服务价格上涨，预计明年全球钻井公司的支出将增加两位数。
Le Peuch表示，需要更多的全球石油和天然气投资来重新平衡市场和重启闲置产能。所有这些都因地缘政治和供应中断事件的增加而加剧。这些动态和恢复平衡的紧迫性导致了一个由供应主导的上升周期。
斯伦贝谢因其全球业务和广泛的国际订单而成为行业领头羊。该公司此前预测，年度销售额将出现十多年来的最大增幅。虽然国际钻机数量比三年前减少了25%，但该公司的销售额已经超过了同期的收入。
Le Peuch表示，这一对比突显了我们在加强市场参与和持续增长潜力方面取得的显著进展，未来几个季度我们将在全球范围内调动钻机。
贝克休斯股价周三大幅上涨，由于该公司证实了分析师的预期，即第四季度每股收益将较目前增长50%。世界上最大的水力压裂服务提供商哈里伯顿将于10月25日公布财报。
郝芬 译自 钻机地带
原文如下：
Schlumberger Beats Profit Estimates
Schlumberger posted its highest profit in seven years as overseas drillers put oil and gas rigs back to work, following North America’s lead amid tight global supplies.
The world’s biggest oil-services provider joined smaller rival Baker Hughes Co. in predicting an international sales expansion over the final three months of the year. Schlumberger’s third-quarter adjusted net income rose to $907 million, the highest since 2015. The shares rose 2% in pre-market trading.
“We delivered another quarter of double-digit revenue growth and margin expansion, as the pace of growth in our international business stepped up significantly, complementing already robust levels of activity in North America,” Chief Executive Officer Olivier Le Peuch said Friday in a statement announcing the results. “We expect to deliver sequential revenue growth and margin expansion in the fourth quarter.”
Schlumberger and its peers are cashing in as the energy industry’s multiyear expansion outpaces available supplies of labor and equipment in the world’s oil and gas fields. As a result of the higher service prices, drillers are expected to boost spending by double digits globally next year, Baker Hughes told investors this week.
More global oil and natural gas investment is needed to rebalance markets and rebuild spare capacity, Le Peuch said.
“All of these are exacerbated by geopolitics and increasing instances of supply disruptions,” he said. “These dynamics and the urgency to restore balance are resulting in a supply-led upcycle.”
Schlumberger, which is an industry bellwether because of its unmatched global footprint and extensive international order book, previously forecast its biggest jump in annual sales in more than a decade. While the international rig count remains 25% lower than three years ago, the company’s sales have already topped revenue from that period.
“This comparison highlights the significant gains we have made in strengthening our market participation and our continued growth potential as rigs mobilize internationally in the quarters to come,” Le Peuch said.
Shares of Baker Hughes surged on Wednesday as the company affirmed analysts’ estimates that earnings per share will jump 50% in the fourth quarter from the current one. Halliburton, the world’s biggest frack-services provider, will round out earnings for the Big 3 oilfield contractors when it reports on Oct. 25.
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