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HAL Stock Analysis 2026 - HALLIBURTON CO AI Rating

HAL NYSE Oil & Gas Field Services, NEC DE CIK: 0000045012
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
HOLD
70% Conf
Pending
Analysis scheduled

📊 HAL Key Takeaways

Revenue: $22.2B
Net Margin: 5.8%
Free Cash Flow: $1.7B
Current Ratio: 2.04x
Debt/Equity: 0.68x
EPS: $0.81
AI Rating: HOLD with 70% confidence

Is HAL a Good Investment? Thesis Analysis

Claude

Halliburton maintains solid financial fundamentals with exceptional debt coverage (31.8x interest coverage), strong liquidity (2.04x current ratio), and positive free cash flow generation of $1.7B. However, declining revenues (-3.3% YoY) and net income (-0.7% YoY) signal operational headwinds in the oil & gas services sector that warrant caution despite a fortress-like balance sheet.

Why Buy HAL? Key Strengths

Claude
  • + Exceptional interest coverage ratio of 31.8x provides substantial debt servicing cushion and financial flexibility
  • + Strong free cash flow of $1.7B with 7.5% FCF margin enables debt service and capital deployment
  • + Solid liquidity ratios (current 2.04x, quick 1.51x) and moderate leverage (0.68x D/E) demonstrate financial stability
  • + Positive return metrics with 12.3% ROE and 10.2% operating margin showing operational efficiency
  • + 25 Form 4 insider filings in 90 days indicate active management engagement

HAL Investment Risks to Consider

Claude
  • ! Declining revenue (-3.3% YoY) and net income (-0.7% YoY) suggest sector headwinds or competitive pressures without clear recovery catalyst
  • ! Significant long-term debt of $7.2B exposes company to refinancing risk and interest rate sensitivity despite strong coverage
  • ! Cyclical exposure to volatile oil & gas markets creates earnings volatility and capital allocation uncertainty
  • ! Absence of gross profit data limits visibility into cost structure and margin sustainability
  • ! Modest net margin (5.8%) leaves limited room for operational deterioration without profit impact

Key Metrics to Watch

Claude
  • * Quarterly revenue trend and stabilization vs. continued decline
  • * Operating margin trajectory indicating cost management effectiveness
  • * Free cash flow generation and cash conversion sustainability
  • * Debt-to-equity ratio and total debt reduction progress
  • * Order backlog and contract awards as leading revenue indicator

HAL Financial Metrics

Revenue
$22.2B
Net Income
$1.3B
EPS (Diluted)
$0.81
Free Cash Flow
$1.7B
Total Assets
$25.0B
Cash Position
$2.2B

💡 AI Analyst Insight

Strong liquidity with a 2.04x current ratio provides a solid financial cushion.

HAL Profitability Ratios

Gross Margin N/A
Operating Margin 10.2%
Net Margin 5.8%
ROE 12.3%
ROA 5.1%
FCF Margin 7.5%

HAL vs Energy Sector

How HALLIBURTON CO compares to Energy sector averages

Net Margin
HAL 5.8%
vs
Sector Avg 12.0%
HAL Sector
ROE
HAL 12.3%
vs
Sector Avg 14.0%
HAL Sector
Current Ratio
HAL 2.0x
vs
Sector Avg 1.3x
HAL Sector
Debt/Equity
HAL 0.7x
vs
Sector Avg 0.6x
HAL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is HAL Overvalued or Undervalued?

Based on fundamental analysis, HALLIBURTON CO has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
12.3%
Sector avg: 14%
Net Profit Margin
5.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.68x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

HAL Balance Sheet & Liquidity

Current Ratio
2.04x
Quick Ratio
1.51x
Debt/Equity
0.68x
Debt/Assets
58.0%
Interest Coverage
31.83x
Long-term Debt
$7.2B

HAL 5-Year Financial Trend & Growth Analysis

HAL 5-year financial data: Year 2021: Revenue $22.4B, Net Income -$1.1B, EPS N/A. Year 2022: Revenue $20.3B, Net Income -$2.9B, EPS $-3.34. Year 2023: Revenue $23.0B, Net Income $1.5B, EPS $1.63. Year 2024: Revenue $23.0B, Net Income $1.6B, EPS $1.73. Year 2025: Revenue $23.0B, Net Income $2.6B, EPS $2.92.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: HALLIBURTON CO's revenue has shown modest growth of 3% over the 5-year period. The most recent EPS of $2.92 reflects profitable operations.

HAL Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.5%
Free cash flow / Revenue

HAL Quarterly Performance

Quarterly financial performance data for HALLIBURTON CO including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $5.6B $18.0M $0.02
Q2 2025 $5.5B $472.0M $0.55
Q1 2025 $5.4B $204.0M $0.24
Q3 2024 $5.7B $571.0M $650,000.00
Q2 2024 $5.8B $610.0M $680,000.00
Q1 2024 $5.7B $606.0M $680,000.00
Q3 2023 $5.4B $544.0M $600,000.00
Q2 2023 $5.1B $109.0M $120,000.00

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

HAL Capital Allocation

Operating Cash Flow
$2.9B
Cash generated from operations
Stock Buybacks
$1.0B
Shares repurchased (TTM)
Capital Expenditures
$1.3B
Investment in assets
Dividends Paid
$579.0M
Returned to shareholders

HAL SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for HALLIBURTON CO (CIK: 0000045012)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 4 xslF345X06/wk-form4_1774987081.xml View →
Mar 31, 2026 DEF 14A hal-20260330.htm View →
Mar 30, 2026 4 xslF345X06/wk-form4_1774893449.xml View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773769704.xml View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773769657.xml View →

Frequently Asked Questions about HAL

What is the AI rating for HAL?

HALLIBURTON CO (HAL) has an AI rating of HOLD with 70% confidence, based on fundamental analysis of SEC EDGAR filings.

What are HAL's key strengths?

Claude: Exceptional interest coverage ratio of 31.8x provides substantial debt servicing cushion and financial flexibility. Strong free cash flow of $1.7B with 7.5% FCF margin enables debt service and capital deployment.

What are the risks of investing in HAL?

Claude: Declining revenue (-3.3% YoY) and net income (-0.7% YoY) suggest sector headwinds or competitive pressures without clear recovery catalyst. Significant long-term debt of $7.2B exposes company to refinancing risk and interest rate sensitivity despite strong coverage.

What is HAL's revenue and growth?

HALLIBURTON CO reported revenue of $22.2B.

Does HAL pay dividends?

HALLIBURTON CO pays dividends, with $579.0M distributed to shareholders in the trailing twelve months.

Where can I find HAL SEC filings?

Official SEC filings for HALLIBURTON CO (CIK: 0000045012) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HAL's EPS?

HALLIBURTON CO has a diluted EPS of $0.81.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HAL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, HALLIBURTON CO has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HAL stock overvalued or undervalued?

Valuation metrics for HAL: ROE of 12.3% (sector avg: 14%), net margin of 5.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy HAL stock in 2026?

Our dual AI analysis gives HALLIBURTON CO a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HAL's free cash flow?

HALLIBURTON CO's operating cash flow is $2.9B, with capital expenditures of $1.3B. FCF margin is 7.5%.

How does HAL compare to other Energy stocks?

Vs Energy sector averages: Net margin 5.8% (avg: 12%), ROE 12.3% (avg: 14%), current ratio 2.04 (avg: 1.3).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI