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HAL

Halliburton (NYSE – HAL) Reports Strong Q4 2025 Earnings

Halliburton Company (NYSE: HAL) has released its fourth quarter 2025 results, reporting a net income of $0.70 per diluted share and adjusted net income of $0.69 per diluted share. The company achieved a revenue of $5.7 billion with an operating margin of 13%, and an adjusted operating margin of 15%. The cash flow from operations stood at $1.2 billion, generating a free cash flow of $875 million. Halliburton also repurchased $1 billion worth of shares and returned 85% of its free cash flow to shareholders over the full year.

Comparing the performance with the third quarter of 2025, Halliburton's net income for the fourth quarter was $589 million, a significant increase from the previous quarter's $18 million. Adjusted net income also saw a notable rise from $496 million to $576 million. Total revenue for the fourth quarter of 2025 increased to $5.7 billion from $5.6 billion in the third quarter of 2025. Operating income surged to $746 million in the fourth quarter from $356 million in the third quarter.

For the full year of 2025, Halliburton reported a total revenue of $22.2 billion, a slight decrease from the 2024 revenue of $22.9 billion. Operating income for 2025 was $2.3 billion, down from $3.8 billion in 2024. Excluding "impairments and other charges," adjusted operating income for the full year of 2025 was $3.1 billion, compared to $3.9 billion in 2024.

The company's completion and production revenue in the fourth quarter of 2025 remained flat sequentially at $3.3 billion, while operating income increased by 11% to $570 million. Drilling and evaluation revenue for the same period was also flat sequentially at $2.4 billion, with an operating income increase of 5% to $367 million.

In terms of geographic regions, North America revenue in the fourth quarter of 2025 decreased by 7% to $2.2 billion. In contrast, international revenue for the same period increased by 7% to $3.5 billion. Latin America revenue saw a 7% increase, Europe/Africa/CIS revenue increased by 12%, and Middle East/Asia revenue increased by 3% sequentially.

Halliburton also made strategic collaborations and technological advancements, such as signing an agreement with Voltagrid to establish a strategic collaboration focused on delivering distributed power generation solutions for data centers worldwide and launching innovative solutions like the Streamstar™ wired drill pipe interface system and the Logix™ unit vitality.

The company's financial activities during the fourth quarter included repurchasing $250 million of its common stock, retiring $382 million of its 3.8% senior notes due November 2025, paying dividends of $0.17 per share, and spending $42 million on SAP S4 migration.

Overall, Halliburton's fourth quarter results demonstrate a significant improvement from the previous quarter, with strong performance in its operating segments and geographic regions, as well as strategic collaborations and technological advancements.

Today the company's shares have moved -0.64% to a price of $32.57. Check out the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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