能源服务巨头哈里伯顿正蓄势待发,即将开启新的增长篇章。该公司第四季度业绩表现亮眼,利润与营收双双超越市场预期。研究机构梅利乌斯的分析师指出,尽管近期业绩指引略显平淡,但这无需过度担忧。他们认为,“2026年上半年业绩持平”恰恰是为后续复苏所做的铺垫,预计增长势头将在2026年下半年启动,并在2027年及2028年显著加速。
分析师们持乐观态度的核心依据在于,他们预期北美市场已触底,随着宏观经济基本面的改善,将为行业复苏铺平道路。此外,分析师补充道,哈里伯顿的国际业务和深水业务前景同样充满希望。
受此积极情绪推动,哈里伯顿股价当日上涨3.3%。
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