SLB revenue rises 6% as AI data center business accelerates
SLB Q3 2026 earningsFinancial metricActualMarket estimateRevenue$9.449 billionApproximately $9.28 billionRevenue growth+6% YoY—Net income attributable to SLB (GAAP)$735 millionNot verifiedPrior-year net income (GAAP)$739 million—Net income growthApproximately -1% YoY—Diluted EPS (GAAP)$0.49Comparable consensus not verifiedAdjusted EPS (non-GAAP)$0.64$0.62Prior-year adjusted EPS$0.69—Adjusted net income$962 million—Adjusted EBITDA$2.067 billion—Adjusted EBITDA margin21.9%—North America revenue$2.401 billion—North America revenue growth+24% YoY—International revenue$6.993 billion—Data Center Solutions revenue growth+76% YoY—Data Center Solutions sequential growth+23% QoQ—Middle East sequential activity growth+13% QoQ—Operating cash flow$1.51 billion—Free cash flow$828 million—FY2027 revenue and EPS guidanceNo numerical guidance provided—Stock reaction (October 23, premarket ET)Approximately +1.1%—
SLB Q3 2026 earnings
| Financial metric | Actual | Market estimate |
|---|---|---|
| Revenue | $9.449 billion | Approximately $9.28 billion |
| Revenue growth | +6% YoY | — |
| Net income attributable to SLB (GAAP) | $735 million | Not verified |
| Prior-year net income (GAAP) | $739 million | — |
| Net income growth | Approximately -1% YoY | — |
| Diluted EPS (GAAP) | $0.49 | Comparable consensus not verified |
| Adjusted EPS (non-GAAP) | $0.64 | $0.62 |
| Prior-year adjusted EPS | $0.69 | — |
| Adjusted net income | $962 million | — |
| Adjusted EBITDA | $2.067 billion | — |
| Adjusted EBITDA margin | 21.9% | — |
| North America revenue | $2.401 billion | — |
| North America revenue growth | +24% YoY | — |
| International revenue | $6.993 billion | — |
| Data Center Solutions revenue growth | +76% YoY | — |
| Data Center Solutions sequential growth | +23% QoQ | — |
| Middle East sequential activity growth | +13% QoQ | — |
| Operating cash flow | $1.51 billion | — |
| Free cash flow | $828 million | — |
| FY2027 revenue and EPS guidance | No numerical guidance provided | — |
| Stock reaction (October 23, premarket ET) | Approximately +1.1% | — |
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