两大油服收益超预期 北美市场复苏迹象明显

据路透社4月21日消息，贝克休斯(Baker Hughes)和哈里伯顿(Halliburton)周三表示，随着两家油田公司第一季度收益超过华尔街的预期，北美石油市场出现复苏迹象。

这种乐观的前景与一年前相比发生了巨大变化，当时疫情大规模爆发，大幅削减了油田活动和支出。

由于油气客户仍在削减支出，两家公司的收入同比都有所下降。

Refinitiv IBES的数据显示，哈里伯顿公布的每股收益为19美分，而分析师的预期为17美分。

贝克休斯的数据显示，全球油价已从疫情低点反弹，布伦特原油期货交易价格接近每桶66美元，全球钻机数量在本季度增加了约11.5%，达到1231台。

哈里伯顿首席执行官杰夫·米勒表示:“第一季度标志着国际市场活动的回暖，而北美市场继续呈现健康复苏。”

该公司股价在盘前交易中上涨2.6%，至19.81美元。

哈里伯顿的收入为34.5亿美元，较去年第四季度增长6.6%，但低于一年前同期的50亿美元。

Refinitiv的数据显示，分析师此前预计营收为33.6亿美元。

贝克休斯的每股收益为12美分，高于华尔街预期的11美分。第一季度利润下降40%，调整后的营运利润从上一季度的4.62亿美元降至2.7亿美元。

营收同比下降12%，至47.8亿美元。

贝克休斯表示，由于对技术公司C3.ai的投资的公允价值变动7.88亿美元，将导致非经营性亏损。

裘寅 编译自 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.