Analyst
Rothschild and Company
Equibles does not estimate personal net worth.
Sebastian Erskine is recorded as Analyst at Rothschild and Company. Sebastian Erskine has spoken on 5 earnings calls across 4 companies, most recently for Halliburton Co on October 20, 2026. Those appearances were for Tenaris SA (TS), Halliburton Co (HAL), Technip Energies N.V. and TENARIS. The companies whose calls Sebastian Erskine spoke on are classified in the Energy sector.
“Just in terms of the guidance, they're trying to back out. So obviously, roughly flat North America sort of implies that international growth of about, call it 7% to 10% year over year.”
“Just a clarification on the 2Q financial performance and the cut to guidance. Can you just quantify how much of the step down in profitability in PD was driven by the accrual of provisions versus kind of separately the actual incremental logistics, safety and kind of continuity costs that you incurred?”
“Hi, good morning, gentlemen. and Gabrielle, best wishes to you on the new chapter here as CEO. My first question actually on the 2Q kind of guide, you indicated 440 million impact from kind of lower revenue and then the higher kind of cost impact.”
“Hi, good morning, gentlemen. and Gabrielle, best wishes to you on the new chapter here as CEO. My first question actually on the 2Q kind of guide, you indicated 440 million impact from kind of lower revenue and then the higher kind of cost impact.”
“Hi, good morning, gentlemen. and Gabrielle, best wishes to you on the new chapter here as CEO. My first question actually on the 2Q kind of guide, you indicated 440 million impact from kind of lower revenue and then the higher kind of cost impact.”
Rothschild and Company
Analyst
Transcript header (unverified)
TS
Oil & Gas Equipment & Services · Energy
HAL
Oil & Gas Equipment & Services · Energy
Technip Energies N.V.
Oil & Gas Equipment & Services · Energy
TENARIS
Oil & Gas Equipment & Services · Energy
TECHNIP ENERGIES FIRST HALF OF 2026 FINANCIAL RESULTS – TRANSCRIPT
Technip Energies N.V.
2026 Q1 Results Conference Call
TENARIS
