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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Core Laboratories
Core Laboratories (CLB) investor relations material
Core Laboratories Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue was $132.1M, up 6% sequentially and down 2% YoY; adjusted operating income was $12.6M and adjusted EPS was $0.16.
Sequential growth reflected stronger international laboratory demand and product sales, partly offset by delayed Gulf of America diagnostic projects.
Geopolitical disruption continued to pressure service activity; Q4 revenue is expected to remain relatively flat sequentially.
Financial highlights
Service revenue was $96.0M, down 5% YoY; product sales were $36.1M, up 8% YoY.
GAAP operating income was $12.1M versus $9.2M in Q2 and $20.9M YoY; adjusted operating income was $12.6M, up 35% sequentially and down 24% YoY.
Net income attributable to shareholders was $5.4M versus $6.0M in Q2 and $14.2M YoY; GAAP diluted EPS was $0.12 and adjusted EPS was $0.16.
9M revenue declined 3% to $378.5M; operating income fell 43% to $23.1M and diluted EPS was $0.23 versus $0.52.
9M operating cash flow was $16.7M versus $29.1M; free cash flow was $5.4M versus $20.8M.
Outlook and guidance
Q4 revenue guidance is $128.5M–$134.5M, operating income $10.7M–$15.1M, operating margin ~10%, and EPS $0.12–$0.20; guidance excludes FX gains and losses and assumes a 25% tax rate.
Reservoir Description Q4 revenue is projected at $81M–$85M and operating income at $5.1M–$8.3M; Production Enhancement revenue is $47.5M–$49.5M and operating income $5.5M–$6.7M.
Q4 revenue is expected to be relatively flat sequentially amid Middle East disruption; U.S. year-end seasonality may be partly offset by stronger diagnostic and Production Enhancement activity.
2026 adjusted G&A is expected at $43M–$45M; full-year CapEx excluding the insured U.K. facility rebuild is forecast at $14M–$16M.
IEA, EIA and OPEC forecasts point to stronger global oil demand in 2027; client discussions indicate potential for broader global spending and activity growth.
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Latest events from Core Laboratories
- FY adjusted EPS rose 40% as Q4 free cash flow funded further debt reduction.CLB
Q4 2023 - Q2 2026 revenue rose sequentially but fell year-over-year as geopolitical risks weighed on results.CLBQ2 2026
- 2025 meeting covers director elections, auditor ratification, and performance-based executive pay.CLBProxy filing
- Votes will address director elections, auditor ratification, and executive compensation approval.CLBProxy filing
- Proxy covers director elections, auditor ratification, and executive pay, with strong ESG focus.CLBProxy filing
- Votes on director re-election, auditor ratification, and executive pay set for May 2026.CLBProxy filing
- Q1 2026 revenue and margins fell on geopolitical and weather disruptions; modest Q2 rebound expected.CLBQ1 2026
- Sequential revenue and margin growth, 21% net income rise, and share buybacks marked Q3 2025.CLBQ3 2025
- Q2 2024 revenue up, margins and free cash flow improved, debt reduced, international growth strong.CLBQ2 2024
Next Core Laboratories earnings date
Q4 20264 Feb, 2027
Core Laboratories
Next Core Laboratories earnings date
Q4 20264 Feb, 2027
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Frequently asked questions
Core Laboratories Inc. is a provider of reservoir optimization and production enhancement services for the oil and gas industry. The company offers a range of products and services focused on improving the recovery of hydrocarbons from oil and gas reservoirs. Its key offerings include reservoir description, production enhancement, and reservoir management solutions, which help oil and gas companies maximize production efficiency and manage their resources more effectively. Core Laboratories operates globally, serving major oil companies, national oil corporations, and independent producers with advanced technologies and specialized expertise in petroleum-related processes. The company is headquartered in Houston, Texas, USA, and its shares are listed on the NYSE.