Management remarks
Call period: 2026 Q2 · 2026-08-06
Guidance: Sunil Mathew: Given the segment's strong year-to-date performance, we have increased full year guidance by $300 million.Demand and orders: Sunil Mathew: Domestic outperformance was driven by strong base and new well performance in the Permian and higher uptime in the Gulf of America, which more than offset lower international volumes due to Middle East disruptions.Analyst Q&A
Analyst Wei Jiang asked: I want to ask about CapEx again. When I look at the sustaining CapEx that's going from $5.4 billion to $4.5 billion, it seems clear based on your comments so far that it will be a pretty gradual step down over the next few years. Management Sunil Mathew answered: So as you take it forward to 2030, this is what is going to help us to get to that $4.5 billion. It's a combination of lower decline that helps reduce our sustaining capital. And then we are also expecting more in terms of well cost efficiency improvement. We have said we are targeting 12% by 2030. This year alone, we are at 7%. So it's a combination of these two that's going to get us to the $4.5 billion of sustaining capital in 2030.管理层陈述
电话会期间：2026 Q2 · 2026-08-06
指引：苏尼尔·马修表示：“鉴于该板块今年迄今的强劲表现，我们已将全年指引上调3亿美元。”需求与订单：苏尼尔·马修表示：“美国本土业务表现超预期，得益于二叠纪盆地的基础井和新井表现强劲，以及墨西哥湾地区的运营时长增加，这一表现远超抵消了因中东局势动荡导致的国际业务产量下滑。”分析师问答
分析师蒋伟：我想再次询问资本支出。当我看到维持性资本支出从54亿美元降至45亿美元时，结合你们此前的发言，显然未来几年这一数字将逐步下调。管理层苏尼尔·马修：到2030年我们将达成45亿美元的目标，这得益于降低递减率以减少维持性资本支出、提升井况成本效率。我们设定到2030年实现12%的效率提升，今年这一比例已达7%，两者结合将助力我们在2030年将维持性资本支出降至45亿美元。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
