| HAL |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$0.55 vs. cons $0.54 |
MEDIUM |
| HAL |
Report |
2Q26 revenue |
IN-LINE |
pred ~$5.53B vs. cons $5.50B |
HIGH |
| HAL |
Report |
2Q26 Completion & Production operating margin |
IN-LINE |
pred ~15.5% vs. cons 15.4% |
MEDIUM |
| HAL |
Guide |
3Q26 adjusted EPS guidance |
LOWER |
guide ~$0.51 vs. cons $0.59 (3Q26) |
MEDIUM |
| HAL |
Guide |
3Q26 revenue guidance |
LOWER |
guide ~$5.50B vs. cons $5.67B (3Q26) |
MEDIUM |
| HAL |
Guide |
3Q26 Completion & Production operating-margin guidance |
LOWER |
guide ~15.7% vs. cons 15.9% (3Q26) |
MEDIUM |
| HAL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.8% |
— |
MEDIUM |
| HAL |
Return |
5-day cumulative residual |
-5.6% (FOLLOW-THROUGH) |
An approximately in-line 2Q report is outweighed by implicit estimate cuts: 3Q26 EPS guide of ~$0.51 vs. consensus $0.59 and revenue guide of ~$5.50B vs. $5.67B should pull out-period estimates lower after day one, although stronger oil prices and North American tightening provide some support. |
MEDIUM |