Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

[Earnings Review] Halliburton Dips as North America Slowdown Hits Q2 Revenue

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Equity Bottom-Up

<ul>
<li>Halliburton forecasts low double-digit revenue growth from its international business and flat revenue growth from North America in 2024.</li>
<li>Management expects sequential margin growth of 25-75 bps in its Drilling &amp; Evaluation and Completion &amp; Production segments in Q2 2024.</li>
<li>Halliburton expects its FCF to rise 10% YoY in 2024. The company returned nearly 60% of its FCF to shareholders in 2023.</li>
</ul>


Halliburton forecasts low double-digit revenue growth from its international business and flat revenue growth from North America in 2024.
Management expects sequential margin growth of 25-75 bps in its Drilling &amp; Evaluation and Completion &amp; Production segments in Q2 2024.
Halliburton expects its FCF to rise 10% YoY in 2024. The company returned nearly 60% of its FCF to shareholders in 2023.


[Earnings Preview] Halliburton: Leans on International Operations Amid North American Weakness

Halliburton Co

[Earnings Preview] Halliburton: Leans on International Operations Amid North American Weakness