Halliburton (HAL) Q3 FY26 earnings call

Halliburton delivered a solid third quarter driven by strong international performance and technology adoption, which offset continued softness in the North America hydraulic fracturing market. The company provided an early, confident outlook for 2027, projecting mid-single-digit revenue growth and significant operating margin expansion, independent of a North America frac recovery. Management emphasized multi-year demand for oilfield services and strategic investments paying off globally.