85% non-LNG IET backlog
Big 3Long
85% non-LNG IET backlog diversification
Source: 247WS
BKR $27.73B revenue 2025
Big 3Long
Baker Hughes $27.73B full-year revenue 2025
Source: 247WS
BKR 11.2% market share
Big 3Long
Baker Hughes 11.2% OFS market share
Source: VMR
BKR Cordant digital APM
Big 3Long
Cordant digital asset perf mgmt LNG
Source: VMR
BKR Energy Transition 9.1/10
Big 3Long
BKR Energy Transition score 9.1/10 highest
Source: VMR
BKR Q4 net income +11.24%
Big 3Long
BKR Q4 adjusted NI +11.24% YoY
Source: 247WS
BKR industrial energy tech
ThemesLong
Baker Hughes industrial energy tech focus
Source: FinancialContent
Baker Hughes BKR diversified
Big 3Long
Baker Hughes BKR industrial tech pivot
Source: 247WS
Big 3 evolving differentiation
ThemesLong
Big 3 evolving distinct identities
Source: FinancialContent
Borr Drilling BORR
DrillersMulti
Borr Drilling BORR jack-up rigs
Source: encyclopedia
CCUS carbon capture services
ThemesLong
CCUS carbon capture utilization storage advisory
Source: VMR
COSL China oilfield
OtherMulti
COSL China Oilfield Services regional leader
Source: VMR
Cactus Inc WHD wellhead
EquipMulti
Cactus Inc WHD wellhead equipment
Source: encyclopedia
ChampionX CHX production
EquipMulti
ChampionX CHX production chemicals
Source: encyclopedia
Core Laboratories CLB
EquipMulti
Core Laboratories CLB reservoir analysis
Source: encyclopedia
Diamond Offshore DO
DrillersMulti
Diamond Offshore DO drilling
Source: encyclopedia
Geothermal conversion legacy
ThemesLong
Geothermal conversion legacy oil wells
Source: VMR
Golden Age of Gas tailwind
ThemesLong
Golden Age of Gas tailwind LNG buildout
Source: FinancialContent
HAL forward P/E 14.71x
Big 3Long
Halliburton lowest forward P/E 14.71x
Source: 247WS
HAL operating income -39.82%
Big 3Short
Halliburton operating income -39.82%
Source: 247WS
HAL revenue -3.24% 2025
Big 3Short
Halliburton 2025 full-year revenue -3.24%
Source: 247WS
HAL specialized US efficiency
ThemesLong
Halliburton specialized US efficiency focus
Source: FinancialContent
Halliburton HAL N. America focus
Big 3Long
Halliburton HAL North American shale king
Source: 247WS
Helmerich & Payne HP rigs
OtherMulti
Helmerich & Payne HP US land drilling rigs
Source: Yahoo
IET segment $32.4B backlog
Big 3Long
Industrial & Energy Tech IET $32.4B backlog
Source: 247WS
Liberty Oilfield LBRT
FracMulti
Liberty Oilfield Services LBRT frac
Source: encyclopedia
Mar 9 2026 WTI $94.65
ThemesLong
WTI surged $55.44 → $94.65 mid-Dec → Mar 9 2026
Source: 247WS
NOV Inc drilling equipment
OtherMulti
NOV drilling equipment + technology
Source: VMR
Nabors Industries NBR rigs
OtherMulti
Nabors Industries NBR drilling rigs
Source: Yahoo
Noble Corp NE
DrillersMulti
Noble Corp NE offshore drilling
Source: encyclopedia
Patterson-UTI PTEN
OtherMulti
Patterson-UTI Energy PTEN US drilling
Source: encyclopedia
Pressure pumping largest segment
ThemesLong
Pressure pumping largest OFS segment 2026
Source: Yahoo
ProPetro PUMP frac
FracMulti
ProPetro Holding PUMP frac services
Source: encyclopedia
RPC Inc RES
FracMulti
RPC Inc RES well stimulation
Source: encyclopedia
Reservoir Xaminer wireline
Big 3Long
Halliburton Reservoir Xaminer wireline 2024
Source: Yahoo
SLB $4B+ shareholder returns 2026
Big 3Long
SLB committed $4B+ shareholder returns 2026
Source: 247WS
SLB Schlumberger global
Big 3Long
Schlumberger SLB global integrated leader subsurface
Source: 247WS
SLB digital + offshore titan
ThemesLong
SLB global digital + offshore titan focus
Source: FinancialContent
SLB div $0.295 +3.5% 2026
Big 3Long
SLB dividend $0.295 +3.5% 2.55% yield
Source: 247WS
Saipem Italian offshore
OtherMulti
Saipem Italian offshore E&C
Source: encyclopedia
Solaris Oilfield SOI
EquipMulti
Solaris Oilfield SOI sand handling
Source: encyclopedia
Spinnaker acquired RPC 2023
FracMulti
RPC Spinnaker acquisition Jun 2023
Source: Yahoo
Subsea 7 SUBC offshore
OtherMulti
Subsea 7 SUBC offshore engineering
Source: encyclopedia
TechnipFMC FTI subsea
OtherMulti
TechnipFMC FTI subsea + surface
Source: Yahoo
Transocean RIG offshore
DrillersMulti
Transocean RIG offshore drilling rigs
Source: encyclopedia
Valaris VAL offshore
DrillersMulti
Valaris VAL offshore drilling
Source: encyclopedia
Weatherford WFRD intervention
OtherMulti
Weatherford WFRD intervention completion
Source: Yahoo
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.