Weatherford International PLC (NASDAQ: WFRD) shares traded at $99.97 during Thursday’s session, representing an intraday increase of 4.15%. The stock’s movement followed the release of the company’s fourth-quarter and full-year 2025 financial results and the announcement of an increased dividend payout.
The company’s market capitalization stands at approximately $7.17 billion as of today’s market activity.
Latest Quarterly Results
Weatherford reported consolidated revenue of $1,289 million for the fourth quarter of 2025, a 5% increase from the previous quarter but a 4% decline compared to the same period in 2024. Net profit for the quarter was $138 million, representing a year-over-year increase of 23% and a sequential rise of 70%. Adjusted EBITDA reached $291 million with a margin of 22.6%.
Segment performance for the quarter was as follows:
- Well Construction and Completions (WCC): Revenue was $510 million, increasing 9% sequentially due to higher completions activity.
- Production and Intervention (PRI): Revenue rose 8% sequentially to approximately $345 million, supported by international growth.
- Drilling and Evaluation (DRE): Revenue declined 2% sequentially to $340 million, attributed to lower activity levels in Latin America and the Middle East.
Full-Year Results Context
For the full fiscal year 2025, Weatherford recorded total revenue of $4,918 million, an 11% contraction from the prior year. Annual net profit was $431 million, a 15% decrease compared to 2024. Adjusted EBITDA for the year totaled $1,067 million, reflecting a downward trend from the $1,382 million reported in the previous fiscal year. Despite the contraction in annual revenue and profit, the company reported a free cash flow conversion rate of 43.7% for 2025.
Financial Trends
Business & Operations Update
Weatherford secured several multi-year service agreements during the period, including a five-year contract with PDO Oman and a seven-year agreement with Oxy for gas-lift completions. The company also announced a five-year completion services contract with Kuwait Oil Company and a four-year intervention services deal with Petrobras in Brazil. Operationally, the company completed the initial deployment of its Xpress XT liner hanger system in Kuwait and introduced the MARS fiber optic solution for offshore applications.
M&A or Strategic Moves
The company’s Board of Directors approved a 10% increase in the quarterly cash dividend to $0.275 per share. Total shareholder returns for 2025 amounted to $173 million, comprising $72 million in dividends and $101 million in share repurchases. Additionally, Weatherford entered a strategic partnership with Maersk Training to develop accredited Managed Pressure Drilling (MPD) programs and finalized a $1.2 billion refinancing of its 6.75% Senior Notes due 2033.
Equity Analyst Commentary
Institutional research noted that Weatherford’s fourth-quarter earnings per share of $1.91 exceeded consensus forecasts of $1.47. Analysts highlighted the sequential margin expansion and the impact of improved collections in Mexico on the company’s liquidity position. Coverage focused on the company’s transition toward higher-margin digital and technology-enabled services following the divestiture of its legacy assets in Argentina.
Guidance & Outlook
For the full year 2026, Weatherford issued revenue guidance between $4.60 billion and $5.05 billion. Adjusted EBITDA is expected to range from $980 million to $1,120 million. Management identified a “tale of two halves” for the upcoming year, anticipating seasonal softness in the first half followed by growth opportunities in the second half of 2026 across international geographies.
Performance Summary
Weatherford International PLC stock rose 4.15% today to $99.97. Quarterly revenue of $1,289 million and net profit of $138 million reflected sequential growth, while annual figures showed a year-over-year contraction. Segment signals remained mixed with gains in well construction offsetting drilling services declines.
