中国石化新闻网讯 据全球能源新闻网10月19日报道,全球最大的油田服务公司斯伦贝谢(Schlumberger)报告称,截至2020年9月30日的3个月里,公司收入环比下降2%,同比下降38%。北美收入同比下降59%。
斯伦贝谢首席执行官奥利维尔·勒·皮赫(Olivier Le Peuch)表示,我们在第三季度的业绩清楚地表明了我们对执行,回报和客户绩效的关注。 利润率环比增长,而税前分部营业收入和调整后的EBITDA分别增长45%和21%,突显了我们重新设置盈利能力方面的显着进步,并进一步证明了我们向新组织过渡的执行能力。在这个周期中,我们正在为客户进行领先的技术创新,并通过对自身的改造,通过资本管理、利润率扩张和自由现金流的产生,实现高于资本成本的回报。
在北美,我们展示了资本纪律,并对我们的投资组合进行了高评级和合理化,重点是减少收益波动和资本密集型业务,我们在本季度实现的两个关键里程碑证明了这一点。第一项协议是将我们的OneStim?压泵业务与Liberty油田服务公司合并。第二项协议是通过现金交易剥离我们的低流量人工升降机业务。
在国际上,我们的适合基本条件的方法继续提高我们的领导地位,建立在行业中最大和最多样化的业务基础上。尽管本季度钻机数量有所下降,但我们仍采用了大量新技术,为客户实现了新的性能基准,并在多个项目中获得了更高的业绩激励。此外,我们的国际业务继续产生弹性、增长的利润和可观的自由现金流。
在这两笔北美交易完成后,我们预计我们的国际收入将占到合并收入的80%以上,高于过去10年平均约65%的水平。我们的“适合基本条件”战略、数字技术创新和规模的结合,使我们处于最佳位置,能够利用预期的支出增长转向国际市场。
第三季度收入环比下降了2%,其中北美收入下降了2%,国际收入下降了1%。在北美地区,已钻但未完井(DUC)完井活动的增加被美国地区钻井减少所抵消。北美近海受到钻机活动减少、多介质地震许可证销售减少和飓风破坏的影响。
国际收入的增长是由于拉丁美洲活动的增加,厄瓜多尔资产绩效解决方案(APS)项目恢复生产以及北海和俄罗斯季节性夏季活动增加所推动的。 在非洲,中东和亚洲,钻机数量下降以及因新冠疫情停工时间延长的影响抵消了这些增加。
郝芬 译自 全球能源新闻网
原文如下:
SCHLUMBERGER NORTH AMERICA REVENUE DOWN 59% YEAR-ON-YEAR
Schlumberger, the world’s largest oilfield services company reported a sequential revenue decrease of 2% for the 3 months ending the 30 September 2020 and a 38% decrease year-on-year. North America revenue was down 59% year-on-year.
Schlumberger CEO Olivier Le Peuch commented, “Our results in the third quarter clearly demonstrate our focus on execution, returns, and customer performance. Margins expanded sequentially while pretax segment operating income and adjusted EBITDA grew 45% and 21%, respectively, highlighting notable progress in the reset of our earnings power and further demonstrating our execution capabilities as we transition to our new organization.
“Through this cycle, we are leading technology innovation for our customers and reinventing ourselves to deliver a return above our cost of capital through the combination of capital stewardship, margin expansion, and free cash flow generation.
“In North America, we have exhibited capital discipline, and are high-grading and rationalizing our portfolio, with a focus on reduced volatility of earnings and less capital-intensive businesses as demonstrated by two key milestones we achieved during the quarter. The first is the agreement to combine our OneStim? pressure pumping business with Liberty Oilfield Services Inc. The second is an agreement to divest our low-flow artificial lift business in a cash transaction.
“Internationally, our fit-for-basin approach continues to extend our leadership position built on the largest and most diverse footprint in the industry. Despite the rig count decline during the quarter, we have experienced significant new technology uptake, achieved new performance benchmarks for our customers, and captured higher performance incentives on multiple projects. In addition, our international business continues to generate resilient, accretive margins and significant free cash flow. Upon the close of the two North America transactions, we expect our international revenue to represent more than 80% of consolidated revenue, up from an average of approximately 65% over the past decade. The combination of our fit-for-basin strategy, digital technology innovation, and scale puts us in the best position to leverage the anticipated shift of spending growth toward the international market.
“Third-quarter revenue declined 2% sequentially, as North America revenue was 2% lower and international revenue declined 1%. In North America land, increased completions activity on drilled but uncompleted (DUC) wells was offset by reduced drilling in US land. North America offshore was affected by reduced rig activity, lower multiclient seismic license sales, and hurricane disruption.
“International revenue was driven by higher activity in Latin America, boosted by the resumption of production in our Asset Performance Solutions (APS) projects in Ecuador and increased seasonal summer activity in the North Sea and Russia. These increases were offset by the effects of rig count declines and extended COVID-19 disruptions in Africa and in the Middle East & Asia.