兩大油服收益超預(yù)期 北美市場(chǎng)復(fù)蘇跡象明顯

據(jù)路透社4月21日消息，貝克休斯(Baker Hughes)和哈里伯頓(Halliburton)周三表示，隨著兩家油田公司第一季度收益超過(guò)華爾街的預(yù)期，北美石油市場(chǎng)出現(xiàn)復(fù)蘇跡象。

這種樂(lè)觀的前景與一年前相比發(fā)生了巨大變化，當(dāng)時(shí)疫情大規(guī)模爆發(fā)，大幅削減了油田活動(dòng)和支出。

由于油氣客戶仍在削減支出，兩家公司的收入同比都有所下降。

Refinitiv IBES的數(shù)據(jù)顯示，哈里伯頓公布的每股收益為19美分，而分析師的預(yù)期為17美分。

貝克休斯的數(shù)據(jù)顯示，全球油價(jià)已從疫情低點(diǎn)反彈，布倫特原油期貨交易價(jià)格接近每桶66美元，全球鉆機(jī)數(shù)量在本季度增加了約11.5%，達(dá)到1231臺(tái)。

哈里伯頓首席執(zhí)行官杰夫·米勒表示:“第一季度標(biāo)志著國(guó)際市場(chǎng)活動(dòng)的回暖，而北美市場(chǎng)繼續(xù)呈現(xiàn)健康復(fù)蘇?！?/span>

該公司股價(jià)在盤(pán)前交易中上漲2.6%，至19.81美元。

哈里伯頓的收入為34.5億美元，較去年第四季度增長(zhǎng)6.6%，但低于一年前同期的50億美元。

Refinitiv的數(shù)據(jù)顯示，分析師此前預(yù)計(jì)營(yíng)收為33.6億美元。

貝克休斯的每股收益為12美分，高于華爾街預(yù)期的11美分。第一季度利潤(rùn)下降40%，調(diào)整后的營(yíng)運(yùn)利潤(rùn)從上一季度的4.62億美元降至2.7億美元。

營(yíng)收同比下降12%，至47.8億美元。

貝克休斯表示，由于對(duì)技術(shù)公司C3.ai的投資的公允價(jià)值變動(dòng)7.88億美元，將導(dǎo)致非經(jīng)營(yíng)性虧損。

裘寅 編譯自 路透社

原文如下：

Halliburton, Baker Hughes beat estimates, eye oil recovery

Baker Hughes (BKR.N) and Halliburton (HAL.N) on Wednesday said North American oil markets were showing signs of recovery as the two oilfield firms beat Wall Street expectations for first-quarter earnings.

The upbeat outlook marked a sharp change from a year ago, when the pandemic slashed oilfield activity and spending.

Revenue was down year on year for both companies as oil and gas customers remain committed to lower spending.

Halliburton reported earnings of 19 cents per share versus analysts' estimates of 17 cents, data from Refinitiv IBES showed.

The beat comes as global oil prices have rebounded from pandemic lows, with Brent futures trading close to $66 per barrel and the worldwide rig count up about 11.5% to 1,231 rigs in the quarter, Baker Hughes data showed.

"The first quarter marked an activity inflection for the international markets, while North America continued to stage a healthy recovery," Halliburton CEO Jeff Miller said.

Its shares were up 2.6% in pre-market trading to $19.81.

Halliburton's revenue of $3.45 billion was up 6.6% from the fourth quarter but down from $5 billion a year earlier.

Analysts had expected revenue of $3.36 billion, Refinitiv data showed.

Baker Hughes' earnings per share of 12 cents edged Wall Street estimates of 11 cents. Profit was down 40% in the first quarter, while adjusted operating income fell to $270 million for the quarter from $462 million last quarter.

Revenue was down 12% year on year at $4.78 billion.

Baker said it would see a non-operating loss from a change in the fair value of its investment in technology firm C3.ai of $788 million.