Patterson-UTI Energy Says For Q2, Drilling Products Results Are Expected To Be Relatively In Line With Q1 And Adjusted Gross Profit Is Expected To Be Roughly Flat With Q1
Patterson-UTI Energy Says For Q2, Drilling Products Results Are Expected To Be Relatively In Line With Q1 And Adjusted Gross Profit Is Expected To Be Roughly Flat With Q1
Outlook
外表
We see steady drilling and completion activity in oil basins, with the expectation that a few operators may add drilling rigs later this year based on current oil prices. Our activity in natural gas basins has so far been more resilient than we previously anticipated, although we have continued to see some activity decline in the second quarter. We currently expect our activity in natural gas basins will remain steady with second quarter levels through year-end.
我們看到油盆地的鑽探和完井活動保持穩定，根據當前的油價，預計一些運營商可能會在今年晚些時候增加鑽機。儘管我們在第二季度繼續看到一些活動下降，但到目前爲止，我們在天然氣盆地的活動比我們先前的預期更具彈性。我們目前預計，到年底，我們在天然氣盆地的活動將保持在第二季度的水平。
Within the Drilling Services segment, we expect U.S. Contract Drilling to operate an average of 114 U.S. rigs in the second quarter, with adjusted gross profit per operating day down roughly $300 from the prior quarter. Aside from U.S. Contract Drilling, we expect other Drilling Services adjusted gross profit will be down slightly in the second quarter compared to the prior quarter.
在鑽井服務領域，我們預計美國合同鑽探公司在第二季度平均運營114臺美國鑽機，調整後的每個營業日毛利潤比上一季度下降約300美元。除美國合同鑽探外，我們預計第二季度其他鑽探服務調整後的毛利將與上一季度相比略有下降。
Completion Services activity has declined slightly to start the second quarter, mostly in the natural gas basins where our customers continue to slow activity in response to current natural gas prices. We also expect to see a few dedicated fleets operate in the second quarter with planned gaps in the schedule. Completion Services revenue for the second quarter is expected to be approximately $860 million, with approximately $690 million in direct operating costs and an adjusted gross profit of around $170 million. We expect an improvement in activity in the third quarter as our dedicated and long-term customers resume completion activity after new pads are drilled. We are continuing our electric fleet deployment and remain on pace to have 140,000 horsepower of electric frac equipment working by mid-2024.
第二季度初，完井服務活動略有下降，主要集中在天然氣盆地，由於當前的天然氣價格，我們的客戶繼續放緩活動。我們還預計，第二季度將有一些專用機隊投入運營，但計劃中會出現空白。第二季度的完工服務收入預計約爲8.6億美元，直接運營成本約爲6.9億美元，調整後的毛利約爲1.7億美元。我們預計第三季度的活動將有所改善，因爲我們的專業和長期客戶在鑽探新油臺後恢復完工活動。我們將繼續部署電力機隊，並有望在2024年中期之前使14萬馬力的電力壓裂設備投入運行。
Second quarter results in our Drilling Products segment are expected to be relatively in line with the first quarter, as continued growth in our International operations is expected to largely offset seasonal activity declines from Canadian spring breakup.
我們的鑽探產品板塊第二季度的業績預計將與第一季度相對一致，因爲預計我們國際業務的持續增長將在很大程度上抵消加拿大春季解散後的季節性活動下降。
For the second quarter, Other revenue and adjusted gross profit is expected to be roughly flat with the first quarter.
第二季度，其他收入和調整後的毛利預計將與第一季度大致持平。
For the second quarter, we expect selling, general and administrative expense of approximately $65 million, and depreciation, depletion, amortization, and impairment expense of approximately $265 million.
我們預計第二季度的銷售、一般和管理費用約爲6,500萬美元，折舊、損耗、攤銷和減值費用約爲2.65億美元。
譯文內容由第三人軟體翻譯。