Weatherford International PLC (MIL:1WFRD)

Q4 2025 Weatherford International PLC Earnings Call Transcript

Feb 04, 2026 / 01:30PM GMT

Release Date Price: €83.46 (+5.46%)

Transcript 10-K8-K

Key Points

Positve

Weatherford International PLC (WFRD) reported a sequential revenue growth of 5% in Q4 2025, driven by strong performance in Latin America and the Middle East.
The company achieved adjusted EBITDA margins above 22%, showcasing operational efficiency despite market challenges.
Weatherford International PLC (WFRD) significantly improved its balance sheet, reducing net leverage to 0.42 times, providing financial flexibility for strategic objectives.
The company increased its dividend by 10%, reflecting confidence in its long-term prospects.
Weatherford International PLC (WFRD) successfully executed cost optimization initiatives, resulting in $150 million in personnel expense reductions in 2025.

Negative

The Europe, Sub-Sahara Africa, and Russia region experienced a 2% sequential revenue decline, indicating ongoing market softness.
North America spending is expected to decline in 2026, with mid to high single-digit declines in activity levels anticipated.
Weatherford International PLC (WFRD) faces challenges in Mexico, with a significant revenue decline of over 50% in 2025 compared to the prior year.
The company's Q1 2026 guidance indicates a sequential revenue decline due to typical seasonality and orders pulled into Q4 2025.
Weatherford International PLC (WFRD) anticipates flat to slightly down international activity levels in 2026, with geopolitical conflicts and commodity price volatility impacting the outlook.

Operator

Good day and welcome to the Weatherford fourth quarter 2025 results conference call. (Operator Instructions) Please also note today's event is being recorded.

I would now like to turn the conference over to Luke Lemoine, Senior Vice President, Corporate Development. Please go ahead.

Luke Lemoine

Weatherford International PLC - Senior Vice President - Corporate Development and Investor Relations

Welcome everyone to the Weatherford International fourth quarter in full year 2025 earnings conference call. I'm joined today by Girish Saligram, President and CEO; and Anuj Dhruv, Executive Vice President and CFO. We'll start today with our prepared remarks and then open it up for questions. You may download a copy of the presentation slides corresponding to today's call from our website's Investor Relations section.

I want to remind everyone that some of today's comments include forward-looking statements. These statements are subject to many risks and uncertainties that could cause our actual results to differ materially from any expectation

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