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Jun 30, 2024

Weatherford Q2 2024 Earnings Report

Weatherford's Q2 2024 results were announced, featuring revenue growth and the introduction of a shareholder return program.

Key Takeaways

Weatherford announced strong Q2 2024 results, with revenues of $1,405 million, a 10% increase year-over-year. The company also introduced its first-ever shareholder return program, including a $1 annual dividend per share and a $500 million share repurchase program.

Revenues increased 3.5% sequentially and 10% year-over-year, reaching $1,405 million.

Operating income rose by 13% sequentially and 31% year-over-year, totaling $264 million.

Net income increased by 12% sequentially and 52% year-over-year, resulting in $125 million.

The company launched a shareholder return program with a $1 annual dividend and a $500 million share repurchase program.

Total Revenue
$1.41B
Previous year: $1.27B
+10.3%
EPS
$1.66
Previous year: $1.12
+48.2%
Adjusted EBITDA Margin
26%
Previous year: 22.8%
+14.0%
Gross Profit
$473M
Previous year: $427M
+10.8%
Cash and Equivalents
$862M
Previous year: $787M
+9.5%
Free Cash Flow
$96M
Previous year: $172M
-44.2%
Total Assets
$0
Previous year: $4.65B
-100.0%

Weatherford

Weatherford

Weatherford Revenue by Segment

Weatherford Revenue by Geographic Location

Forward Guidance

The second half of the year is poised to deliver mid-single digits sequential revenue growth over the first half, with total year adjusted EBITDA margins expected to be slightly north of 25%. Second half adjusted free cash flow is expected to be materially higher than the first, reaffirming our expectation of adjusted free cash flow of over $500 million for the year.

Positive Outlook

  • Mid-single digits sequential revenue growth expected in the second half of the year.
  • Total year adjusted EBITDA margins expected to be slightly north of 25%.
  • Second half adjusted free cash flow is expected to be materially higher than the first.
  • Adjusted free cash flow expected to be over $500 million for the year.
  • Continued strength in international and offshore activity, spearheaded by the Middle East/North Africa/Asia region.

Challenges Ahead

  • Weather events caused revenue headwinds.
  • Social unrest in Colombia led to reduced activity.
  • Timing shifts in activity in some regions impacted revenue.
  • Potential for global political disturbances, war, and terrorist attacks.
  • Risks associated with climate change, environmental, social and governance initiatives.