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Schoeller-Bleckmann Oilfield Equipment AG (SBOEY)
OTHER OTC:SBOEY
US Market
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Schoeller-Bleckmann Oilfield Equipment AG (SBOEY) AI Stock Analysis

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SBOEY

Schoeller-Bleckmann Oilfield Equipment AG

(OTC:SBOEY)

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Neutral 49 (OpenAI - Gpt-5.6Sol)
Rating:49Neutral
Price Target:
$3.50
▼(-0.57% Downside)
Action:Reiterated
Date:08/24/26
The score is held down primarily by weakening financial performance (sharp margin compression and a steep decline in free cash flow). Technicals add a modest negative bias with the stock below key longer-term moving averages and a negative MACD. Valuation is also a drag due to the very high P/E, only partially offset by the dividend yield.
Positive Factors
Specialized Oilfield Equipment Position
SBOEY serves technically demanding drilling applications where precision, reliability, and material performance matter. This specialization can support customer retention and protect the business from competing solely on price, although demand remains tied to upstream activity.
Negative Factors
Declining Revenue and Earnings
Weakening revenue and sharply lower earnings indicate reduced drilling-related demand or customer spending. Because SBOEY depends on upstream exploration and production activity, sustained softness could limit utilization, scale benefits, and recovery in profitability.
Read all positive and negative factors
Positive Factors
Negative Factors
Specialized Oilfield Equipment Position
SBOEY serves technically demanding drilling applications where precision, reliability, and material performance matter. This specialization can support customer retention and protect the business from competing solely on price, although demand remains tied to upstream activity.
Read all positive factors

Schoeller-Bleckmann Oilfield Equipment AG (SBOEY) vs. SPDR S&P 500 ETF (SPY)

Schoeller-Bleckmann Oilfield Equipment AG Business Overview & Revenue Model

Company Description
SCHOELLER-BLECKMANN OILFIELD EQUIPMENT Aktiengesellschaft (SBO) is a global frontrunner in producing highly precise components from advanced alloy steels. It also serves as a key provider of essential equipment for the oilfield service sector. The...
How the Company Makes Money
SBOEY makes money primarily by selling oilfield products and services to exploration and production (E&P) companies and to oilfield service providers involved in drilling operations. Key revenue streams include (1) sales of downhole drilling tools...

Schoeller-Bleckmann Oilfield Equipment AG Earnings Call Summary

Earnings Call Date:Nov 21, 2024
(Q3-2024)
|
% Change Since: |
Next Earnings Date:Nov 26, 2026
Earnings Call Sentiment Neutral
The call presented a mix of positive and negative aspects. While there are solid achievements in cash flow improvement, regional expansion, and strategic initiatives, the company faces sales decline, particularly in the AMS division, and challenges from foreign exchange losses.
Positive Updates
Solid Cash Flow and Balance Sheet Improvement
Free cash flow increased to more than EUR 42 million, significantly above the previous two years, driven by lower working capital. Cash increased significantly compared to half-year figures due to a successful financing round and strong cash flow generation. Net debt further decreased, and the gearing improved.
Negative Updates
Sales Decline and Market Challenges
Sales decreased by 3% year-to-date compared to the previous year, impacted by weakness in the U.S. market. Group EBIT of EUR 51.8 million is well below the previous year.
Read all updates
Q3-2024 Updates
Negative
Solid Cash Flow and Balance Sheet Improvement
Free cash flow increased to more than EUR 42 million, significantly above the previous two years, driven by lower working capital. Cash increased significantly compared to half-year figures due to a successful financing round and strong cash flow generation. Net debt further decreased, and the gearing improved.
Read all positive updates
Company Guidance
During the Q3 2024 earnings call for Schoeller-Bleckmann, the executives highlighted several financial metrics and provided guidance. The company achieved sales of EUR 425.6 million, a slight 3% decrease from the previous year, with Oilfield Equipment sales showing a 9% increase driven by international expansion. The bookings for Q3 were EUR 124 million, 4% lower than Q2, but 5% higher than Q1. EBIT for the group was reported at EUR 51.8 million, significantly lower than last year due to challenges in the Oilfield Equipment division's first half performance and foreign exchange losses in the AMS segment. Despite this, the company showed strong cash flow with a free cash flow exceeding EUR 42 million, and gearing improved to 19.6%. The executives emphasized ongoing efforts in regional expansion, particularly in the Middle East and Latin America, and noted a strategic recalibration to be shared in early 2025. While the long-term outlook remains positive, the near-term environment is cautious due to market volatility and economic slowdowns, with the AMS division experiencing moderated demand.

Schoeller-Bleckmann Oilfield Equipment AG Financial Statement Overview

Summary
Fundamentals are in a downshift from the 2022–2023 peak: revenue is declining and profitability has compressed sharply (net margin ~12% in 2023 to ~1% TTM). The balance sheet is still serviceable with moderate leverage, but free cash flow has collapsed to ~€2.7M TTM, reducing financial flexibility.
Income Statement
55
Neutral
Balance Sheet
63
Positive
Cash Flow
46
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue407.18M437.30M560.45M585.87M501.24M292.81M
Gross Profit109.59M125.38M170.30M202.60M168.85M75.96M
EBITDA58.97M65.18M107.66M131.75M130.68M54.53M
Net Income5.25M22.64M45.32M71.57M75.20M20.98M
Balance Sheet
Total Assets897.64M909.93M986.11M836.42M903.10M805.61M
Cash, Cash Equivalents and Short-Term Investments254.67M281.35M314.69M162.35M287.76M291.75M
Total Debt370.98M375.97M381.69M263.59M262.65M288.52M
Total Liabilities470.86M488.19M493.41M388.40M478.08M464.73M
Stockholders Equity426.78M421.75M492.70M448.02M425.02M340.88M
Cash Flow
Free Cash Flow2.74M30.56M63.88M49.05M21.41M3.48M
Operating Cash Flow46.42M69.58M98.43M86.53M52.38M22.91M
Investing Cash Flow-52.80M-45.10M-31.59M-53.39M-25.32M-39.90M
Financing Cash Flow-23.23M-39.29M79.21M-152.91M-44.48M-24.41M

Schoeller-Bleckmann Oilfield Equipment AG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price3.52
Price Trends
50DMA
3.46
Positive
100DMA
3.71
Negative
200DMA
3.73
Negative
Market Momentum
MACD
0.02
Negative
RSI
54.99
Neutral
STOCH
22.89
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SBOEY, the sentiment is Positive. The current price of 3.52 is above the 20-day moving average (MA) of 3.49, above the 50-day MA of 3.46, and below the 200-day MA of 3.73, indicating a neutral trend. The MACD of 0.02 indicates Negative momentum. The RSI at 54.99 is Neutral, neither overbought nor oversold. The STOCH value of 22.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SBOEY.

Schoeller-Bleckmann Oilfield Equipment AG Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
65
Neutral
$1.01B25.7732.27%36.77%125.54%
60
Neutral
$579.06M22.389.03%0.32%0.35%-9.40%
56
Neutral
$528.43M-4.58-17.80%-2.80%-1752.76%
56
Neutral
$1.50B-101.77-1.49%-15.14%92.26%
50
Neutral
$998.03M-2.12-56.47%-16.18%-32.58%
49
Neutral
$553.43M91.491.24%3.24%-17.15%-85.35%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SBOEY
Schoeller-Bleckmann Oilfield Equipment AG
3.55
0.51
16.92%
CLB
Core Laboratories
12.53
0.18
1.50%
FTK
Flotek
27.42
16.00
140.11%
OIS
Oil States International
8.59
2.97
52.85%
PUMP
Propetro Holding
11.50
6.84
146.78%
ACDC
ProFrac Holding
5.19
1.44
38.40%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 24, 2026