Company Reports Q4 Revenue of $669M, Below Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 hours ago
0mins
Should l Buy OII?
Reports Q4 revenue $669M, consensus $678.16M. CEO Rod Larson commented, "Our team concluded 2025 with strong operational execution, delivering Q4 adjusted EBITDA at the high end of our guidance range. We generated robust free cash flow of $191M, driven primarily by the timing of customer collections. As expected, revenue and adjusted EBITDA declined compared to Q4 of 2024 due to the unusually high level of international intervention and installation projects in our Offshore Projects Group segment in the prior year. For the full year, we delivered solid financial results despite a challenging environment. Consolidated revenue and adjusted EBITDA both increased, making 2025 our seventh consecutive year of adjusted EBITDA growth...Looking ahead to 2026, we expect ADTech to be our primary growth engine, supported by our existing backlog and increased spending across defense and government markets. We anticipate results in our energy-focused businesses to be weighted towards the second half of the year as offshore activity improves. Based on these market dynamics and our current backlog, we are issuing our full year 2026 guidance."
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Analyst Views on OII
Wall Street analysts forecast OII stock price to fall
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 32.360
Low
23.00
Averages
25.50
High
28.00
Current: 32.360
Low
23.00
Averages
25.50
High
28.00
About OII
Oceaneering International, Inc. is a global technology company delivering engineered services and products and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries. Its Subsea Robotics segment includes remotely operated vehicles (ROVs), survey services and ROV tooling businesses. The Manufactured Products segment provides distribution systems, such as production control umbilicals and connection systems made up of specialty subsea hardware, along with clamp connectors and subsea and topside control valves. The Offshore Projects Group segment provides a portfolio of integrated subsea project capabilities and solutions. The Integrity Management & Digital Solutions segment provides asset integrity management, corrosion management, inspection and nondestructive testing services. The Aerospace and Defense Technologies segment provides services and products, including engineering and related manufacturing in defense and space exploration activities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Oceaneering Set to Release Q4 Earnings on February 18
- Earnings Announcement: Oceaneering (OII) is set to announce its Q4 2023 earnings on February 18 after market close, with consensus EPS estimate at $0.31 and revenue estimate at $678.16 million, reflecting a 4.9% year-over-year decline.
- Historical Performance Review: Over the past two years, OII has exceeded EPS estimates 38% of the time and revenue estimates 63% of the time, indicating a degree of stability in its financial performance.
- Expectation Revision Dynamics: In the last three months, OII's EPS estimates have seen one upward and one downward revision, while revenue estimates have also experienced one upward and one downward revision, reflecting market divergence regarding the company's future performance.
- Market Focus: Oceaneering is viewed as a critical link in Western subsea defense capabilities, and the market's attention on its earnings report extends beyond the numbers to its strategic position and future growth potential within the industry.
See More
Oceaneering Reports Q4 and Full Year 2025 Financial Results
- Quarterly Performance Overview: Oceaneering reported a Q4 GAAP EPS of $1.76, with revenue of $669 million reflecting a 6.2% year-over-year decline, missing expectations by $9.16 million, indicating pressure in a competitive market.
- Annual Revenue Growth: The total revenue for FY 2025 reached $2.8 billion, marking a 5% increase, which demonstrates the company's ability to achieve stable growth despite challenges, reflecting its market position in marine engineering.
- Significant Net Income Increase: The net income for the year was $354 million, a remarkable 140% increase from 2024, indicating effective cost control and potentially boosting investor confidence in future profitability.
- Cash Flow and Buyback Activity: Oceaneering generated $319 million in operating cash flow and $208 million in free cash flow, ending the year with $689 million in cash and equivalents, while repurchasing 1.81 million shares, showcasing a positive stance on capital management and self-value recognition.
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Major Earnings Reports Expected After Wednesday's Close
- Major Earnings Preview: After Wednesday's close, earnings reports from Occidental Petroleum Corporation (OXY), Pan American Silver Corp. (PAAS), and Kinross Gold Corporation (KGC) are expected, with potential impacts on market sentiment due to their significant industry positions.
- Multiple Company Reports: In addition to the aforementioned companies, Booking Holdings (BKNG) and Blue Owl Capital Corporation (OBDC) will also release earnings at the same time, prompting investors to closely monitor the potential effects on stock prices.
- Broad Earnings Releases: Furthermore, up to 70 companies, including ADAM, AGI, and AMPL, are slated to report after Wednesday's close, indicating heightened market activity and investor interest in the earnings season.
- Earnings Season Calendar: Seeking Alpha offers a comprehensive earnings season calendar, allowing investors to access more information to better navigate market dynamics and investment opportunities.
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Oceaneering International, Inc. to Report 2025 Financial Results on February 18, 2026
- Earnings Release Schedule: Oceaneering International, Inc. will release its fourth quarter and full year 2025 financial results after the market closes on February 18, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call and webcast on February 19, 2026, at 10:00 a.m. Central Time (11:00 a.m. Eastern Time) to provide an in-depth analysis of the financial results and engage with investors.
- Investor Relations Website: The earnings release and a link to the webcast will be available on Oceaneering's Investor Relations website, enhancing the flow of information between the company and its investors.
- Company Overview: Oceaneering is a global technology company delivering engineered services, products, and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries, showcasing its extensive influence across multiple sectors.
See More
Oceaneering International (OII) to Report Q4 and Full Year 2025 Results on February 18, 2026
- Earnings Release Schedule: Oceaneering International will report its Q4 and full year 2025 financial results on February 18, 2026, after the NYSE closes, providing investors with critical performance metrics and future outlook.
- Conference Call Details: The company will host a conference call and webcast on February 19, 2026, at 10:00 a.m. Central Time (11:00 a.m. Eastern Time) to discuss the financial results and their implications for the business with investors.
- Investor Relations Link: The earnings release and a link to the webcast will be posted on Oceaneering's Investor Relations website, ensuring timely access to relevant information for investors and facilitating engagement in discussions.
- Company Background: Oceaneering is a global technology company delivering engineered services, products, and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries, showcasing its technical strength and market influence across multiple sectors.
See More
ARK Space Exploration ETF Declines 2.3%, Intuitive Machines Drops 12.4%
- ETF Underperformance: The ARK Space Exploration & Innovation ETF fell approximately 2.3% in Wednesday afternoon trading, indicating weakness in market performance that could undermine investor confidence and lead to capital outflows.
- Stock Drag: Within the ETF, shares of Intuitive Machines dropped about 12.4%, while Kratos Defense & Security Solutions fell approximately 9.6%, with the poor performance of these stocks directly impacting the overall ETF performance.
- Market Reaction: Given the increased volatility in the space exploration sector, investors may reassess their investment strategies regarding related ETFs, potentially affecting future capital inflows and market dynamics.
- Uncertain Industry Outlook: In the current economic climate, investment risks in the space industry have heightened, which may lead to decreased investor confidence in the ARK Space ETF, subsequently impacting its long-term growth potential.
See More
Oceaneering Set to Release Q4 Earnings on February 18
- Earnings Announcement: Oceaneering (OII) is set to announce its Q4 2023 earnings on February 18 after market close, with consensus EPS estimate at $0.31 and revenue estimate at $678.16 million, reflecting a 4.9% year-over-year decline.
- Historical Performance Review: Over the past two years, OII has exceeded EPS estimates 38% of the time and revenue estimates 63% of the time, indicating a degree of stability in its financial performance.
- Expectation Revision Dynamics: In the last three months, OII's EPS estimates have seen one upward and one downward revision, while revenue estimates have also experienced one upward and one downward revision, reflecting market divergence regarding the company's future performance.
- Market Focus: Oceaneering is viewed as a critical link in Western subsea defense capabilities, and the market's attention on its earnings report extends beyond the numbers to its strategic position and future growth potential within the industry.
See More
Oceaneering Reports Q4 and Full Year 2025 Financial Results
- Quarterly Performance Overview: Oceaneering reported a Q4 GAAP EPS of $1.76, with revenue of $669 million reflecting a 6.2% year-over-year decline, missing expectations by $9.16 million, indicating pressure in a competitive market.
- Annual Revenue Growth: The total revenue for FY 2025 reached $2.8 billion, marking a 5% increase, which demonstrates the company's ability to achieve stable growth despite challenges, reflecting its market position in marine engineering.
- Significant Net Income Increase: The net income for the year was $354 million, a remarkable 140% increase from 2024, indicating effective cost control and potentially boosting investor confidence in future profitability.
- Cash Flow and Buyback Activity: Oceaneering generated $319 million in operating cash flow and $208 million in free cash flow, ending the year with $689 million in cash and equivalents, while repurchasing 1.81 million shares, showcasing a positive stance on capital management and self-value recognition.
See More
Major Earnings Reports Expected After Wednesday's Close
- Major Earnings Preview: After Wednesday's close, earnings reports from Occidental Petroleum Corporation (OXY), Pan American Silver Corp. (PAAS), and Kinross Gold Corporation (KGC) are expected, with potential impacts on market sentiment due to their significant industry positions.
- Multiple Company Reports: In addition to the aforementioned companies, Booking Holdings (BKNG) and Blue Owl Capital Corporation (OBDC) will also release earnings at the same time, prompting investors to closely monitor the potential effects on stock prices.
- Broad Earnings Releases: Furthermore, up to 70 companies, including ADAM, AGI, and AMPL, are slated to report after Wednesday's close, indicating heightened market activity and investor interest in the earnings season.
- Earnings Season Calendar: Seeking Alpha offers a comprehensive earnings season calendar, allowing investors to access more information to better navigate market dynamics and investment opportunities.
See More
Oceaneering International, Inc. to Report 2025 Financial Results on February 18, 2026
- Earnings Release Schedule: Oceaneering International, Inc. will release its fourth quarter and full year 2025 financial results after the market closes on February 18, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call and webcast on February 19, 2026, at 10:00 a.m. Central Time (11:00 a.m. Eastern Time) to provide an in-depth analysis of the financial results and engage with investors.
- Investor Relations Website: The earnings release and a link to the webcast will be available on Oceaneering's Investor Relations website, enhancing the flow of information between the company and its investors.
- Company Overview: Oceaneering is a global technology company delivering engineered services, products, and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries, showcasing its extensive influence across multiple sectors.
See More
Oceaneering International (OII) to Report Q4 and Full Year 2025 Results on February 18, 2026
- Earnings Release Schedule: Oceaneering International will report its Q4 and full year 2025 financial results on February 18, 2026, after the NYSE closes, providing investors with critical performance metrics and future outlook.
- Conference Call Details: The company will host a conference call and webcast on February 19, 2026, at 10:00 a.m. Central Time (11:00 a.m. Eastern Time) to discuss the financial results and their implications for the business with investors.
- Investor Relations Link: The earnings release and a link to the webcast will be posted on Oceaneering's Investor Relations website, ensuring timely access to relevant information for investors and facilitating engagement in discussions.
- Company Background: Oceaneering is a global technology company delivering engineered services, products, and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries, showcasing its technical strength and market influence across multiple sectors.
See More
ARK Space Exploration ETF Declines 2.3%, Intuitive Machines Drops 12.4%
- ETF Underperformance: The ARK Space Exploration & Innovation ETF fell approximately 2.3% in Wednesday afternoon trading, indicating weakness in market performance that could undermine investor confidence and lead to capital outflows.
- Stock Drag: Within the ETF, shares of Intuitive Machines dropped about 12.4%, while Kratos Defense & Security Solutions fell approximately 9.6%, with the poor performance of these stocks directly impacting the overall ETF performance.
- Market Reaction: Given the increased volatility in the space exploration sector, investors may reassess their investment strategies regarding related ETFs, potentially affecting future capital inflows and market dynamics.
- Uncertain Industry Outlook: In the current economic climate, investment risks in the space industry have heightened, which may lead to decreased investor confidence in the ARK Space ETF, subsequently impacting its long-term growth potential.
See More
