CLB 1Q18 results—bullet points: https://finance.yahoo.com/news/core-lab-reports-first-quarter-223300242.html - REVENUE $170M +8% YoY, FLAT SEQUENTIALLY - OPERATING MARGINS OF 19%, UP 400 BPS YEAR-OVER-YEAR - YEAR-OVER-YEAR INCREMENTAL OPERATING MARGINS OF 65%; 68% EX-ITEMS - GAAP EPS OF $0.54; $0.57 EX-ITEMS, +39%* YoY - SEQUENTIALLY, PERFORATING SYSTEM SALES UP 19%; U.S. COMPLETIONS UP 9% - [GAAP] 2Q18 EPS GUIDANCE $0.64 TO $0.66 I may have more to say after the CC tomorrow. *The forecast given 3 months ago was +38%, so they beat guidance by 1% (LOL).