S&P 500 Energy Sector SEC Filings — October 23, 2026

23-10-2026

SLB reported third-quarter 2026 revenue of $9.45 billion, up 5% sequentially and 6% year on year, with GAAP diluted EPS of $0.49 (down 6% sequentially and 2% year on year) and EPS excluding charges and credits of $0.64 (up 16% sequentially but down 7% year on year). Adjusted EBITDA of $2.07 billion rose 9% sequentially but was essentially flat year on year, and margins compressed year on year in Reservoir Performance and Well Construction. The company also announced a quarterly dividend of $0.295 per share and agreed to acquire Kelvion for approximately $3.4 billion in cash plus $0.7 billion of assumed debt.

• · Adjusted EBITDA margin fell 121 bps year on year to 21.9%, while Well Construction adjusted EBITDA declined 13% year on year and its margin fell 266 bps
• · Reservoir Performance pretax segment operating income declined 15% year on year and its margin fell 223 bps
• · Reported international revenue was up only 1% year on year, and Middle East & Asia revenue declined 6% year on year as reported
• · Excluding ChampionX, global revenue grew only 2% year on year, with international revenue flat
• · Kelvion acquisition is expected to close in the first half of 2027, subject to customary closing conditions and regulatory approvals
• · S&P Global Energy geoscience and petroleum engineering software business acquisition completed September 1, 2026
• · Dividend payable January 7, 2027 to stockholders of record on December 2, 2026

23-10-2026

Texas Pacific Land Corp filed a DEFA14A (additional definitive proxy soliciting material) on October 23, 2026, supplementing its proxy statement for the 2026 annual meeting. The filing references the company's Form 10-K for the fiscal year ended December 31, 2025, filed with the SEC on February 18, 2026, and notes that any changes in director and executive officer stock holdings since the proxy statement will be reported on Form 4 filings. The document contains no quantitative financial results, deal terms, or operating metrics.

• · Filing is a supplemental proxy solicitation material, not a new proxy statement
• · Annual report (Form 10-K) for fiscal year 2025 was filed February 18, 2026
• · Insider holding changes are disclosed via Form 4 rather than in this filing
• · Details on proxy solicitation participants and their interests are in the original Proxy Statement

23-10-2026

Kinder Morgan's Q3 2026 10-Q shows revenue up 9.3% YoY to $4,531 million for the quarter and up 11.3% to $13,836 million for the nine months, with net income attributable to KMI rising 21.7% to $764 million for the quarter. Growth was not uniform: operations and maintenance expense rose 20.7% in the quarter, and total interest expense declined 5.7%, while earnings from equity investments increased 4.5%. Net cash from operations rose to $5,041 million for the nine months, but cash flow after capital expenditures and dividends remained tight given $2,831 million of capex and $1,984 million of dividends.

• · Total long-term debt rose to $31,347 million from $30,777 million at year-end 2025, while current portion of debt increased to $1,726 million from $1,226 million
• · Cash and cash equivalents increased to $918 million from $63 million at December 31, 2025
• · Income tax expense rose 36.7% for the nine months to $749 million from $548 million, while deferred income taxes increased $879 million on the balance sheet
• · Accumulated other comprehensive income swung to a loss of $162 million from income of $45 million at year-end 2025 due to derivative losses
• · Kinder Morgan paid $575 million in distributions from equity investments, versus $585 million in the prior-year period (a slight decline)

23-10-2026

Halliburton reported Q3 2026 revenue of $5,703 million, up 1.8% YoY from $5,600 million, and net income attributable to the company of $417 million, versus $18 million a year earlier, with diluted EPS of $0.50 against $0.02. Results were supported by a 14.9% rise in Drilling and Evaluation revenue, but Completion and Production revenue declined 4.2% YoY and segment operating income fell 11.1%, while corporate costs and SAP S4 upgrade expense also rose.

• · Q3 2026 severance costs were $107 million, versus $169 million in Q3 2025; year-to-date severance was $107 million versus $276 million.
• · Q3 2026 gain on investments of $36 million partly offset charges; nine-month gain on investments totaled $100 million.
• · Cost of services rose 3.1% YoY in Q3 while cost of sales rose 1.0%, and general and administrative expense rose 15.5% to $67 million.
• · Cash and equivalents fell to $1,843 million from $2,206 million at year-end 2025, with the decrease in cash of $363 million year to date.
• · Accounts payable rose to $3,535 million and receivables rose to $5,515 million, with receivables growth consuming $610 million of operating cash year to date.
• · Operating cash flow of $1,465 million year to date fell 16.8% YoY, while capital expenditures declined 24.4% to $693 million.
• · Total shareholders' equity rose to $11,161 million; treasury stock increased to $7,260 million after $558 million of nine-month buybacks.
• · Total debt including current maturities was $7,162 million at September 30, 2026 versus $7,158 million at year-end 2025.
• · Interest expense net of interest income was $84 million in Q3, down from $88 million a year earlier.