SLB LIMITED/NV — Form 8-K
Filed October 23, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
SLB reported Q3 2026 revenue of $9.45 billion (5% sequential, 6% YoY growth). GAAP EPS was $0.49 (down 6% sequentially, 2% YoY); adjusted EPS excluding charges was $0.64 (up 16% sequentially, down 7% YoY). The company announced two major acquisitions: Kelvion for ~$3.4B cash plus ~$0.7B assumed debt (closing H1 2027) to expand Data Center Solutions, and completed acquisition of S P Global Energy's geoscience software portfolio (Sept 1, 2026). SLB repurchased 12.9M shares for $656M in Q3; approved quarterly dividend of $0.295/share.
Why this rating
Solid Q3 fundamentals with 6% revenue growth YoY and sequential margin expansion; Kelvion deal (~7.5% of market cap) and Data Center momentum (+76% YoY) signal strategic diversification, but execution risk remains. Adjusted to company scale.
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