Weatherford International Q4 2025 Earnings Call Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy WFRD?
Source: seekingalpha
- Revenue Growth Highlight: Weatherford International achieved a 5% sequential revenue growth in Q4 2025, with Latin America seeing a remarkable 16% increase driven by heightened activity in Mexico and Brazil, thereby strengthening the company's market position in the region.
- Strong Cash Flow Performance: The company generated $222 million in adjusted free cash flow during the fourth quarter, with a conversion rate of 76.3%, significantly boosted by collections from a key customer in Mexico, showcasing effective cash flow management.
- Increased Shareholder Returns: Weatherford announced a 10% dividend increase and returned $173 million to shareholders in 2025, comprising $72 million in dividends and $101 million in share repurchases, reflecting the company's confidence in future growth prospects.
- 2026 Outlook: Management anticipates revenues for 2026 to range between $4.6 billion and $5.05 billion, with adjusted EBITDA expected between $980 million and $1.12 billion; despite a projected decline in North American spending, the international market is expected to grow in the second half, indicating a positive outlook for the company.
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Analyst Views on WFRD
Wall Street analysts forecast WFRD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WFRD is 91.71 USD with a low forecast of 73.00 USD and a high forecast of 111.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 100.960
Low
73.00
Averages
91.71
High
111.00
Current: 100.960
Low
73.00
Averages
91.71
High
111.00
About WFRD
Weatherford International plc is a global energy services company. The Company is engaged in providing equipment and services used in the drilling, evaluation, well construction, completion, production, intervention and responsible abandonment of wells in the oil and natural gas exploration and production industry as well as new energy platforms. The Company operates through three segments: Drilling and Evaluation (DRE), Well Construction and Completions (WCC), and Production and Intervention (PRI). DRE offers a suite of services, including managed pressure drilling, drilling services, wireline, and drilling fluids. WCC offers products and services for well integrity assurance across the full life cycle of the well. PRI offers a suite of reservoir stimulation designs and engineering capabilities that isolate zones and unlock reserves in conventional and unconventional wells, deep water, and aging reservoirs. Its platforms include ForeSite, CygNet, CENTRO, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Weatherford International Q4 2025 Earnings Call Insights
- Revenue Growth Highlight: Weatherford International achieved a 5% sequential revenue growth in Q4 2025, with Latin America seeing a remarkable 16% increase driven by heightened activity in Mexico and Brazil, thereby strengthening the company's market position in the region.
- Strong Cash Flow Performance: The company generated $222 million in adjusted free cash flow during the fourth quarter, with a conversion rate of 76.3%, significantly boosted by collections from a key customer in Mexico, showcasing effective cash flow management.
- Increased Shareholder Returns: Weatherford announced a 10% dividend increase and returned $173 million to shareholders in 2025, comprising $72 million in dividends and $101 million in share repurchases, reflecting the company's confidence in future growth prospects.
- 2026 Outlook: Management anticipates revenues for 2026 to range between $4.6 billion and $5.05 billion, with adjusted EBITDA expected between $980 million and $1.12 billion; despite a projected decline in North American spending, the international market is expected to grow in the second half, indicating a positive outlook for the company.
See More
Weatherford International Q4 Earnings Beat Expectations
- Earnings Beat: Weatherford International reported a Q4 GAAP EPS of $1.91, exceeding expectations by $0.49, which reflects the company's strong profitability and boosts investor confidence.
- Slight Revenue Decline: The revenue of $1.29 billion represents a 3.7% year-over-year decline, yet it surpassed market expectations by $30 million, indicating the company's ability to maintain relatively stable revenue levels in a challenging environment.
- Positive Market Reaction: The earnings beat is likely to have a favorable impact on Weatherford's stock price, reflecting market optimism regarding the company's growth potential, especially amid a recovery in the oil and gas sector.
- Rating Adjustment Impact: Despite the strong earnings report, attention must be paid to the downgrade in Weatherford's rating post-Q3 2025, which could have potential implications for investor sentiment and stock price.
See More
Weatherford International to Announce Q4 Earnings on February 4th
- Earnings Announcement: Weatherford International is set to release its Q4 2023 earnings report on February 4th before market open, with consensus EPS estimate at $1.47 and revenue expected at $1.26 billion, reflecting a 6% year-over-year decline.
- Performance Expectations: Over the past year, Weatherford has surpassed EPS estimates 75% of the time and revenue estimates 100% of the time, indicating strong earnings reliability and market confidence.
- Revision Trends: In the last three months, EPS estimates have seen two upward revisions and four downward adjustments, while revenue estimates experienced three upward revisions and one downward, highlighting market uncertainty regarding the company's future performance.
- Rating Dynamics: Despite Weatherford's relatively stable financial performance, its quantitative rating on Seeking Alpha indicates a downgrade trend, which may impact investor confidence and stock price performance.
See More
iShares Expanded Tech-Software ETF Declines Significantly
- ETF Decline: The iShares Expanded Tech-Software Sector ETF fell approximately 6% in Thursday afternoon trading, indicating overall weakness in the sector that may impact investor confidence and lead to capital outflows.
- Weak Individual Stocks: Within the ETF, shares of Atlassian dropped about 12.7%, while Microsoft shares fell around 12%, reflecting a pessimistic market outlook on these tech companies, which could affect their future investment appeal.
- Market Reaction: The widespread decline in tech stocks may prompt investors to reassess their portfolios in the tech sector, potentially shifting capital towards other industries or asset classes that are performing better.
- Investor Sentiment: The poor performance of the ETF could raise concerns among investors regarding the tech industry, especially in the current economic climate, potentially exacerbating market volatility and uncertainty.
See More
U.S. Plans to Receive 30-50 Million Barrels of Venezuelan Crude Amid Political Oversight
- Policy Impact: President Trump announced that interim authorities in Venezuela agreed to transfer 30-50 million barrels of sanctioned crude to the U.S., marking a significant escalation in Washington's direct involvement in Venezuelan oil flows, which could reshape the global oil supply-demand landscape.
- Supply Management: Energy strategist Jeff Krimmel emphasized that Venezuelan oil supply will be tightly controlled by U.S. policy rather than flowing freely, leading to a regionalization of global oil trade that affects international price signals.
- Market Reaction: While the market generally anticipates Venezuelan oil re-entering the global market, Krimmel argues that by the time new production comes online, the global supply surplus may have significantly diminished, thus not driving prices lower.
- Beneficiary Companies: Oilfield service companies such as Baker Hughes, Halliburton, and Weatherford are likely to benefit from Venezuela's oil recovery, but Krimmel remains cautious about the involvement of major U.S. producers, suggesting they may not significantly alter their capital plans.
See More
Eli Lilly Positioned for 2026 Growth with 42% Sales Increase Expected
- Sales Growth Expectation: Eli Lilly anticipates a 42% sales increase in 2026, driven by the breakthrough adoption of GLP-1 weight-loss therapies, showcasing the company's robust growth potential in the healthcare sector.
- Profitability Enhancement: The company projects an annual EPS growth rate of 41.4% over the next three to five years, with a current P/E ratio of 32.2, reflecting an attractive valuation relative to its growth outlook.
- Technical Pattern Analysis: After a broad consolidation, Eli Lilly's stock recently broke above resistance levels, indicating strong market sentiment and sustained upward potential.
- Market Leadership: With healthcare leadership emerging, Eli Lilly's strong performance provides investors with a solid platform to engage in the market opportunities of 2026.
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Weatherford International Q4 2025 Earnings Call Insights
- Revenue Growth Highlight: Weatherford International achieved a 5% sequential revenue growth in Q4 2025, with Latin America seeing a remarkable 16% increase driven by heightened activity in Mexico and Brazil, thereby strengthening the company's market position in the region.
- Strong Cash Flow Performance: The company generated $222 million in adjusted free cash flow during the fourth quarter, with a conversion rate of 76.3%, significantly boosted by collections from a key customer in Mexico, showcasing effective cash flow management.
- Increased Shareholder Returns: Weatherford announced a 10% dividend increase and returned $173 million to shareholders in 2025, comprising $72 million in dividends and $101 million in share repurchases, reflecting the company's confidence in future growth prospects.
- 2026 Outlook: Management anticipates revenues for 2026 to range between $4.6 billion and $5.05 billion, with adjusted EBITDA expected between $980 million and $1.12 billion; despite a projected decline in North American spending, the international market is expected to grow in the second half, indicating a positive outlook for the company.
See More
Weatherford International Q4 Earnings Beat Expectations
- Earnings Beat: Weatherford International reported a Q4 GAAP EPS of $1.91, exceeding expectations by $0.49, which reflects the company's strong profitability and boosts investor confidence.
- Slight Revenue Decline: The revenue of $1.29 billion represents a 3.7% year-over-year decline, yet it surpassed market expectations by $30 million, indicating the company's ability to maintain relatively stable revenue levels in a challenging environment.
- Positive Market Reaction: The earnings beat is likely to have a favorable impact on Weatherford's stock price, reflecting market optimism regarding the company's growth potential, especially amid a recovery in the oil and gas sector.
- Rating Adjustment Impact: Despite the strong earnings report, attention must be paid to the downgrade in Weatherford's rating post-Q3 2025, which could have potential implications for investor sentiment and stock price.
See More
Weatherford International to Announce Q4 Earnings on February 4th
- Earnings Announcement: Weatherford International is set to release its Q4 2023 earnings report on February 4th before market open, with consensus EPS estimate at $1.47 and revenue expected at $1.26 billion, reflecting a 6% year-over-year decline.
- Performance Expectations: Over the past year, Weatherford has surpassed EPS estimates 75% of the time and revenue estimates 100% of the time, indicating strong earnings reliability and market confidence.
- Revision Trends: In the last three months, EPS estimates have seen two upward revisions and four downward adjustments, while revenue estimates experienced three upward revisions and one downward, highlighting market uncertainty regarding the company's future performance.
- Rating Dynamics: Despite Weatherford's relatively stable financial performance, its quantitative rating on Seeking Alpha indicates a downgrade trend, which may impact investor confidence and stock price performance.
See More
iShares Expanded Tech-Software ETF Declines Significantly
- ETF Decline: The iShares Expanded Tech-Software Sector ETF fell approximately 6% in Thursday afternoon trading, indicating overall weakness in the sector that may impact investor confidence and lead to capital outflows.
- Weak Individual Stocks: Within the ETF, shares of Atlassian dropped about 12.7%, while Microsoft shares fell around 12%, reflecting a pessimistic market outlook on these tech companies, which could affect their future investment appeal.
- Market Reaction: The widespread decline in tech stocks may prompt investors to reassess their portfolios in the tech sector, potentially shifting capital towards other industries or asset classes that are performing better.
- Investor Sentiment: The poor performance of the ETF could raise concerns among investors regarding the tech industry, especially in the current economic climate, potentially exacerbating market volatility and uncertainty.
See More
U.S. Plans to Receive 30-50 Million Barrels of Venezuelan Crude Amid Political Oversight
- Policy Impact: President Trump announced that interim authorities in Venezuela agreed to transfer 30-50 million barrels of sanctioned crude to the U.S., marking a significant escalation in Washington's direct involvement in Venezuelan oil flows, which could reshape the global oil supply-demand landscape.
- Supply Management: Energy strategist Jeff Krimmel emphasized that Venezuelan oil supply will be tightly controlled by U.S. policy rather than flowing freely, leading to a regionalization of global oil trade that affects international price signals.
- Market Reaction: While the market generally anticipates Venezuelan oil re-entering the global market, Krimmel argues that by the time new production comes online, the global supply surplus may have significantly diminished, thus not driving prices lower.
- Beneficiary Companies: Oilfield service companies such as Baker Hughes, Halliburton, and Weatherford are likely to benefit from Venezuela's oil recovery, but Krimmel remains cautious about the involvement of major U.S. producers, suggesting they may not significantly alter their capital plans.
See More
Eli Lilly Positioned for 2026 Growth with 42% Sales Increase Expected
- Sales Growth Expectation: Eli Lilly anticipates a 42% sales increase in 2026, driven by the breakthrough adoption of GLP-1 weight-loss therapies, showcasing the company's robust growth potential in the healthcare sector.
- Profitability Enhancement: The company projects an annual EPS growth rate of 41.4% over the next three to five years, with a current P/E ratio of 32.2, reflecting an attractive valuation relative to its growth outlook.
- Technical Pattern Analysis: After a broad consolidation, Eli Lilly's stock recently broke above resistance levels, indicating strong market sentiment and sustained upward potential.
- Market Leadership: With healthcare leadership emerging, Eli Lilly's strong performance provides investors with a solid platform to engage in the market opportunities of 2026.
See More
