Halliburton Surpasses Profit Expectations for Q4 2025

Halliburton Company, one of the world’s leading oilfield services providers, reported stronger-than-expected earnings for the fourth quarter of 2025. The Houston-based firm said its adjusted earnings and revenue exceeded analysts’ forecasts, signaling resilient international demand for its services and a potential business expansion into Venezuela once legal and commercial terms are settled.

Quarterly Results Exceed Wall Street Estimates

For the three months ended December 31, 2025, Halliburton posted an adjusted profit of $0.69 per share, beating the average analyst estimate of about $0.55 per share. Total revenue of approximately $5.7 billion also topped expectations, reflecting higher activity in international markets compared to predictions.

Despite challenges in parts of the global energy market, the company’s revenue performance was strong enough to drive a noticeable increase in its stock price during trading after the release of its earnings report.

International Demand Drives Growth

A key factor behind Halliburton’s better-than-expected results was robust demand for its services and products outside the United States. Revenue from the company’s international operations grew to approximately $3.5 billion, helped by increased sales of completion tools in regions such as Brazil, the North Sea and the Caribbean, as well as higher software sales in Mexico. Activity also improved in parts of Africa, particularly in well construction and stimulation work in countries like Angola.

Chief Executive Officer Jeff Miller highlighted the importance of these overseas markets, noting that international revenue growth helped offset softer activity in North America, where revenue remained relatively flat at about $2.2 billion for the quarter.

Prospects for Venezuela Return

Beyond its strong quarterly performance, Halliburton announced plans to potentially return to Venezuela — a move that could open a meaningful source of future revenue. The company has been discussing the necessary commercial and legal frameworks, including payment security, to re-enter the Venezuelan market, where it once had substantial operations.

Miller told investors that once the company secures the proper licenses and regulatory approvals, Halliburton could mobilize equipment rapidly and “scale up fairly quickly” in Venezuela. This reflects a broader interest by U.S. energy firms in participating in Venezuela’s recovery and energy production plans following shifts in the country’s political environment.

Outlook for 2026 and Beyond

Looking ahead, Halliburton forecast that its international revenue in 2026 is likely to remain stable or see modest increases, driven by steady global demand for energy services. Meanwhile, the company expects North America revenue to decline slightly compared with 2025, reflecting ongoing softness in drilling and production activity in the U.S. market.

Analysts noted that while the company faces headwinds in certain regions, its diversified global footprint and focus on efficiency helped produce results that outperformed broader industry expectations.

Additional Financial Highlights

• Adjusted earnings per share: $0.69 (vs. ~55 cents expected) — a significant beat.
• Total revenue: ~$5.66 billion, surpassing forecasts of about $5.39 billion.
• International revenue grew nearly 2.9 %.
• North America revenue remained flat, indicating slower domestic activity.
• Shares climbed and reached levels near yearly highs on the earnings news.

Industry Context

Halliburton’s earnings report helps set the tone for the broader U.S. oilfield services sector as companies continue to navigate global demand shifts and energy market volatility. With major energy producers and services companies reporting results through the fourth quarter, investors are closely watching revenue diversification and international growth as key performance indicators.

Overall, Halliburton’s ability to exceed expectations — especially on the international front — underscores the resilience of global energy service demand, even in environments where domestic markets face pressure.

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