SLB Earnings Predictions — 2026-07-24

Ticker Report or Guide KPI Prediction Answer Confidence
SLB Report Total Revenue (Q2 2026) IN-LINE pred ~$8.75B vs. cons $8.681B MEDIUM
SLB Report Adj. Operating EPS (Q2 2026) BEAT pred ~$0.52 vs. cons $0.506 MEDIUM
SLB Report Adj. EBITDA (Q2 2026) BEAT pred ~$1.82B vs. cons $1.774B MEDIUM
SLB Guide Q3 2026 Revenue (direction) UNCHANGED guide ~$8.9-9.1B sequential growth vs. cons $8.88B MEDIUM
SLB Guide FY 2026 Revenue (if reinstated) UNKNOWN likely still suspended; if given ~$36.5-37.0B vs. cons $36.46B LOW
SLB Guide Middle East recovery tone UNCHANGED gradual/cautious; no pre-war level recovery in Q3 HIGH
SLB Guide Digital ARR (Q2 2026) BETTER ~$1.05-1.08B vs. $1.02B at Q1 end MEDIUM
SLB Return Day-1 residual (stock − beta × S&P 500) +1.1% MEDIUM
SLB Return 5-day cumulative residual +1.5% (STABILIZE) STABILIZE — beat absorbed quickly; no FY guide reinstatement limits follow-through; sell-side won't aggressively revise H2 until conflict resolves MEDIUM