Weatherford International plc
- Open
- 95.85
- Day high
- 99.18
- Day low
- 95.00
- Prev close
- 93.79
- Volume
- 2.1M
- Mkt cap
- $7.0B
- P/E (TTM)
- 19.2
- EPS (TTM)
- $5.10
- P/B
- 3.9
- P/S
- 1.5
- Yield
- 0.84%
- Per share
- $0.83
- ▼Insiders net selling -$2.2M over the last 3 months (0 open-market buys, 4 sales)
- 🏛Institutions accumulating (13F)
Weatherford International plc (WFRD) is a Energy company listed on NASDAQ. The stock is up 48% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 4 sales (SEC Form 4).
Weatherford International plc (WFRD) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
WFRD earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 22, 2026 | $0.92 | $0.55 | -40.3% | $1.1B | +3.2% |
| Apr 22, 2026 | $1.02 | $1.49 | +46.1% | $1.2B | +0.6% |
| Feb 3, 2026 | $1.42 | $1.91 | +34.5% | $1.3B | +12.8% |
| Oct 21, 2025 | $1.15 | $1.12 | -2.6% | $1.2B | -2.3% |
| Jul 22, 2025 | $0.97 | $1.87 | +92.8% | $1.2B | +3.0% |
| Apr 22, 2025 | $0.86 | $1.03 | +20.3% | $1.2B | +0.6% |
| Feb 5, 2025 | $1.80 | $1.50 | -16.7% | $1.3B | -1.8% |
| Oct 22, 2024 | $1.71 | $2.06 | +20.5% | $1.4B | -3.0% |
| Jul 23, 2024 | $1.74 | $1.66 | -4.6% | $1.4B | -4.3% |
| Jul 25, 2023 | $1.23 | $1.12 | -8.9% | $1.3B | +1.5% |
| Feb 7, 2023 | $0.72 | $0.99 | +37.5% | $1.2B | +4.0% |
| Oct 25, 2022 | $0.41 | $0.39 | -4.9% | $1.1B | +2.0% |
WFRD insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 12, 2026 | Mutschler Jacqueline Cdirector | Sell | 4,094 | $90.50 |
| Jul 27, 2026 | GOLDMAN NEAL Pdirector | Sell | 3,561 | $85.36 |
| Jul 27, 2026 | GOLDMAN NEAL Pdirector | Sell | 12,439 | $84.69 |
| Jul 27, 2026 | Duster Benjamindirector | Sell | 6,000 | $86.09 |
| Apr 23, 2026 | Dhruv Anuj Hasitofficer: EVP and CFO | Option | 3,976 | — |
| Apr 23, 2026 | Dhruv Anuj Hasitofficer: EVP and CFO | Tax | 5,992 | $99.63 |
| Apr 23, 2026 | Dhruv Anuj Hasitofficer: EVP and CFO | Option | 11,248 | — |
| Mar 10, 2026 | Duster Benjamindirector | Grant | 2,497 | — |
| Mar 10, 2026 | Mutschler Jacqueline Cdirector | Grant | 2,497 | — |
| Mar 10, 2026 | Mutschler Jacqueline Cdirector | Option | 4,566 | — |
| Mar 10, 2026 | GOLDMAN NEAL Pdirector | Grant | 2,497 | — |
| Mar 10, 2026 | GOLDMAN NEAL Pdirector | Option | 4,566 | — |
| Mar 10, 2026 | BERINGHAUSE STEVENdirector | Grant | 2,497 | — |
| Mar 10, 2026 | BERINGHAUSE STEVENdirector | Option | 4,566 | — |
| Mar 10, 2026 | Saligram Girishdirector, officer: President and CEO | Tax | 6,018 | $90.80 |
Source: WFRD SEC Form 4 filings, latest Aug 12, 2026. For informational purposes only — not investment advice.
See the full WFRD insider & 13F page →Weatherford International plc company profile
Overview
Weatherford International plc (NYSE:WFRD) is a multinational energy services company that provides equipment and services for oil, natural gas, and geothermal wells worldwide. Founded in 1972 and headquartered in Houston, Texas, the company emerged from bankruptcy in 2019 and went public again in January 2021. Weatherford operates across two primary geographic segments - Western Hemisphere and Eastern Hemisphere - serving major oil and gas operators with a comprehensive portfolio of drilling, completion, production, and intervention technologies.
Business
Weatherford operates in the oilfield services industry, which provides specialized equipment, technology, and expertise to support oil and gas exploration and production companies. The industry serves as a critical intermediary between energy companies that own drilling rights and the complex technical requirements of extracting hydrocarbons from underground reservoirs. The company's operations are organized into three main business segments: Drilling and Evaluation (DRE) generates approximately 30% of revenue and provides services during the initial well construction phase. This includes directional drilling services that guide drill bits to precise underground locations, logging and measurement services that analyze rock formations while drilling, and managed pressure drilling systems that maintain optimal pressure conditions during drilling operations. Well Construction and Completion (WCC) accounts for roughly 35% of revenue and focuses on preparing wells for production after drilling is complete. Key services include cementing operations that seal wells and prevent fluid migration, completion systems that enable controlled production from specific reservoir zones, and sand control technologies that prevent formation sand from entering the wellbore during production. Production and Intervention (PRI) represents about 35% of revenue and supports ongoing well operations throughout their productive life. This segment provides artificial lift systems (pumps and gas lift equipment that help bring oil to the surface), pressure pumping services for well stimulation, and intervention services for well maintenance, repair, and enhancement activities. The company also offers digital solutions and production optimization technologies that help operators maximize well performance and reduce operational costs through data analytics and automated control systems.
Revenue model
Weatherford generates revenue primarily through service contracts and equipment sales to oil and gas operators. The company's business model centers on providing specialized technical services that operators cannot efficiently perform in-house, charging either day rates for services, project-based fees for specific jobs, or selling proprietary equipment and tools. Revenue streams include day rates for drilling services, project fees for completion and cementing work, equipment sales for artificial lift systems and downhole tools, and recurring revenue from maintenance and intervention services. The company's customers are primarily large integrated oil companies, national oil companies, and independent exploration and production companies. Several factors significantly impact Weatherford's profitability margins. Oil and gas commodity prices drive operator spending levels and willingness to invest in enhanced recovery techniques. Geographic activity mix affects margins, with international markets typically offering higher margins than North American land operations. Technology differentiation allows premium pricing for advanced services like managed pressure drilling and digital optimization solutions. Operational leverage plays a crucial role, as the company's high fixed cost structure means that utilization rates dramatically impact profitability. Supply chain costs for specialized equipment and materials can pressure margins during inflationary periods. Competition intensity varies by service line and geography, with commodity services facing greater pricing pressure than differentiated technologies. Regulatory changes and environmental policies can impact demand patterns, while geopolitical factors affect international market access and project continuity.
Competitive moat
Weatherford's competitive position reflects a moderate moat built primarily on technical expertise and global scale, though the company faces significant competitive pressures in many service lines. The company's strongest defensive characteristics include its comprehensive service portfolio that allows for integrated project delivery, extensive international presence providing geographic diversification, and specialized technologies in areas like managed pressure drilling and artificial lift systems. The company's relationships with major national oil companies in the Middle East and Latin America provide some competitive advantages, as these contracts often involve multi-year commitments and high switching costs for customers. Weatherford's operational experience in challenging environments - including high-pressure/high-temperature wells and complex offshore projects - creates barriers for smaller competitors lacking similar technical capabilities. However, the oilfield services industry is inherently competitive with relatively low barriers to entry for many service lines. Large competitors like Schlumberger, Halliburton, and Baker Hughes possess superior scale, technology portfolios, and financial resources. Regional competitors often compete aggressively on price for commodity services. The industry's cyclical nature means that excess capacity during downturns leads to intense pricing pressure that can quickly erode margins. Technology disruption poses ongoing challenges, as digital solutions and automation could potentially commoditize certain services. The company's recent focus on digital production optimization and managed pressure drilling represents attempts to build stronger competitive moats through technology differentiation, though these initiatives are still developing and face competition from both traditional oilfield service companies and technology-focused entrants.
Risks & safety
Weatherford demonstrates a reasonable margin of safety with improving financial metrics, though some leverage concerns remain. • Liquidity position: Strong with $873 million cash and $2.08 current ratio, providing adequate short-term financial flexibility • Debt levels: Net leverage of approximately 0.5x EBITDA represents manageable debt burden, though total debt-to-equity of 1.30x indicates moderate leverage • Cash generation: Positive free cash flow of $65 million in Q1 2025, with management targeting 50% free cash flow conversion • Valuation metrics: Trading at 12.9x P/E ratio and 6.2x EV/EBITDA, suggesting reasonable valuation relative to earnings • Operational resilience: Diversified geographic exposure and comprehensive service portfolio provide some downside protection during market downturns • Cyclical risks: Oil and gas service sector inherently volatile, with revenue guidance indicating potential 15-20% decline in challenging market conditions
Recent development
Over the past several years, Weatherford has undergone significant strategic transformation focused on financial restructuring and operational optimization. The company emerged from bankruptcy in 2019 and returned to public markets in 2021, subsequently achieving three consecutive years of positive free cash flow generation for the first time in over a decade. Technology advancement has been a key strategic priority, with the company launching its Modus managed pressure drilling system and acquiring several technology companies including Probe, Impact Selector International, and Datagration to enhance digital capabilities. The company has particularly focused on production optimization solutions and digital integration platforms that help operators maximize well performance through data analytics. Geographic expansion in international markets has driven growth, with particular success in the Middle East where Saudi Arabia now represents over 10% of company revenue. The company secured major long-term contracts with national oil companies including Aramco, ADNOC, and Kuwait Oil Company. Recent strategic moves include structural cost optimization programs that reduced headcount by over 1,000 employees and annualized personnel expenses by over $100 million. The company has also implemented shareholder return programs, introducing its first dividend of $1 per share annually and authorizing $500 million in share repurchases over three years. Portfolio optimization efforts included divesting non-core assets like Argentina pressure pumping and wireline businesses while focusing resources on higher-margin, technology-differentiated services.
WFRD company profile · for informational purposes only — not investment advice.
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