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Core Laboratories N.V. (MX:CLB)
:CLB
Mexico Market
EarningsQ2 2026 Earnings Report

Core Laboratories (CLB) Q2 2026 Earnings Report

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MX:CLB Q2 2026 EPS Results

Actual EPS$1.87
Consensus EPS$1.48
Beat/MissBeat by +$0.39
One Year Ago EPS$3.22

MX:CLB Q2 2026 Revenue Results

Actual Revenue$2.11B
Expected Revenue$2.14B
Beat/MissMissed by -$27.97M
YoY Revenue Growth-4.26%

Earnings Announcement Details

QuarterQ2 2026
Date07/29/2026
TimeAfter Close
Conference CallWednesday, July 29, 2026
MX:CLB Upcoming Earnings
Core Laboratories's next earnings date is estimated for October 28, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

MX:CLB Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Jul 29, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted clear sequential improvements in revenue, margins, product sales, and operating profitability, a constructive Q3 outlook, continued technology commercialization and disciplined capital returns. However, year-over-year revenue and earnings declined, with significant near-term headwinds from geopolitical conflicts (Middle East and Russia/Ukraine) adversely affecting assay and service work and forcing ongoing cost carry and regional operating challenges. Management emphasizes operational resilience, technology adoption, and shareholder returns while guiding for sequential growth into Q3.
Company Guidance
Core Labs guided Q3 2026 consolidated revenue of $128.5–$135.5 million (midpoint $132.0M) and operating income of $10.5–$15.0 million (midpoint $12.75M), implying overall operating margins of ~10%, with EPS of $0.12–$0.20 (midpoint $0.16). By segment, Reservoir Description is projected at $81–$84M revenue with $5.5–$7.9M operating income, and Production Enhancement at $47.5–$51.5M revenue with $4.8–$6.9M operating income. Management expects sequential revenue growth driven by mid‑single‑digit strength in Reservoir Description (Africa, Brazil, Asia‑Pacific, South Atlantic) and mid‑single to low‑double‑digit growth in Production Enhancement (modest U.S. land improvement and slightly higher international product sales). Guidance excludes FX gains/losses, assumes a 25% effective tax rate, and is given alongside FY 2026 expectations of G&A ~$43–$45M and capital expenditures (ex U.K. rebuild) of $15–$18M.
Sequential Revenue Growth
Q2 revenue of $124.6M, up >2% sequentially, indicating sequential recovery despite YoY weakness.
Production Enhancement Surge
Production Enhancement revenue of $46M, up 15% sequentially and 5% year-over-year; operating income ex items $5.0M with margins of 12% (up from ~5% in Q1, >700 basis points improvement).
Improved Profitability and Margins Sequentially
EBIT ex items rose to $9.4M from $6.6M sequentially, yielding an ~8% EBIT margin (expanding ~210 basis points); net income ex items improved to $5.1M from $2.7M QoQ and EPS ex items rose to $0.11 from $0.06.
Product Sales and Manufacturing Efficiency Gains
Product sales were $30.3M, up 10% sequentially; cost of sales ex items improved to 85% of revenue from 94% in prior quarter, aided by manufacturing efficiencies and a partial import tariff refund.
Disciplined Capital Allocation and Shareholder Returns
Repurchased >214,000 shares for $2.7M (7th consecutive quarter of buybacks), continued quarterly dividend, free cash flow generation (Q2 FCF $3.1M) and disciplined CapEx guidance of $15–$18M for 2026 (ex-U.K. rebuild).
Constructive Q3 Guidance
Q3 revenue guidance $128.5M–$135.5M with operating income $10.5M–$15.0M (operating margins ~10%) and EPS guidance $0.12–$0.20, implying sequential growth into Q3.
Technology Adoption and Commercial Wins
Regulatory approval in the UAE for SpectraStim/SpectraScan enabling on-site isotope deployment; growing deployment of InPulse perforating technology; new reservoir characterization engagements (e.g., Namibia, Murphy Oil in Cote d’Ivoire); expanded diagnostic projects across U.S. and international markets.
Stable Liquidity and Manageable Leverage
Cash of $22.7M, long-term debt $116.4M resulting in net debt $93.6M and leverage ~1.3x; Q2 operating cash flow $7.8M, supporting near-term obligations and shareholder returns.

MX:CLB Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Oct 28, 2026
2026 (Q3)
2.61 / -
3.731
2026 (Q2)
1.48 / 1.87
3.222-42.11% (-1.36)
2026 (Q1)
1.61 / 1.02
2.374-57.14% (-1.36)
2025 (Q4)
3.24 / 3.56
3.731-4.55% (-0.17)
2025 (Q3)
3.29 / 3.73
4.24-12.00% (-0.51)
2025 (Q2)
3.15 / 3.22
3.731-13.64% (-0.51)
2025 (Q1)
2.44 / 2.37
3.222-26.32% (-0.85)
2024 (Q4)
3.71 / 3.73
3.22215.79% (+0.51)
2024 (Q3)
4.14 / 4.24
3.73113.64% (+0.51)
2024 (Q2)
3.32 / 3.73
3.5614.76% (+0.17)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed