Pembina Aims for Expansion and LNG Initiatives to Drive Growth by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 16 2025
0mins
Should l Buy OII?
Source: NASDAQ.COM
Growth Strategy for 2026: Pembina Pipeline Corporation has outlined an ambitious growth strategy aiming for an adjusted EBITDA of C$4.1 billion to C$4.4 billion by 2026, driven by increased volumes across its diversified energy assets and significant capital investments, including C$1.6 billion for pipeline and facility expansions.
Strategic Agreements and Expansions: The company has secured a 12-year agreement with Ovintiv Inc. for liquefaction capacity at the Cedar LNG facility, expected to contribute C$220 million to C$280 million annually in adjusted EBITDA, while also expanding its Peace Pipeline System to meet rising energy product demand.
Leadership Transition: Pembina is undergoing a leadership transition with key executives retiring by the end of 2025, aiming to strengthen organizational capabilities and support its long-term strategic goals, including the development of the Greenlight Electricity Center for sustainable energy generation.
Market Position and Future Outlook: Despite challenges in its marketing segment due to fluctuating commodity prices, Pembina remains well-positioned in the North American energy infrastructure market, focusing on safe, reliable, and cost-effective solutions to meet future energy demands and drive innovation.
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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: 37.570
Low
23.00
Averages
25.50
High
28.00
Current: 37.570
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 International to Participate in 2026 Investor Conferences
- Investor Conference Participation: Oceaneering International has announced its participation in several investor conferences during the first quarter of 2026, aiming to showcase its technological solutions in offshore energy, defense, aerospace, and manufacturing, thereby enhancing engagement and transparency with investors.
- Latest Presentation Release: The company's most recent presentation has been made available on its Investor Relations page, providing in-depth insights into its business and market strategies, which helps investors better understand the company's direction and growth potential.
- Global Technology Company Positioning: As a global technology company, Oceaneering focuses on delivering engineered services and products along with robotic solutions, committed to driving technological advancements and efficiency improvements across various industries, further solidifying its market position.
- Information Access Channels: Investors can visit Oceaneering's official website for more information, ensuring they stay updated on the company's latest developments and market performance, which enhances the basis for their investment decisions.
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- Latest Presentation: Oceaneering's most recent presentation is available on its Investor Relations webpage, allowing investors to access the latest company information and strategic direction, thereby enhancing their understanding of the company.
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Oceaneering Reports Q4 and Full Year 2025 Financial Results
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- 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.
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See More
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- Revenue Expectations: Consolidated revenue for Q1 2026 is anticipated to be lower compared to Q1 2025.
- Market Trends: The decline in expected revenue may indicate broader market challenges or shifts in consumer behavior.
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 to Participate in 2026 Investor Conferences
- Investor Conference Participation: Oceaneering International has announced its participation in several investor conferences during the first quarter of 2026, aiming to showcase its technological solutions in offshore energy, defense, aerospace, and manufacturing, thereby enhancing engagement and transparency with investors.
- Latest Presentation Release: The company's most recent presentation has been made available on its Investor Relations page, providing in-depth insights into its business and market strategies, which helps investors better understand the company's direction and growth potential.
- Global Technology Company Positioning: As a global technology company, Oceaneering focuses on delivering engineered services and products along with robotic solutions, committed to driving technological advancements and efficiency improvements across various industries, further solidifying its market position.
- Information Access Channels: Investors can visit Oceaneering's official website for more information, ensuring they stay updated on the company's latest developments and market performance, which enhances the basis for their investment decisions.
See More
Oceaneering International Announces 2026 Investor Conference Participation
- Investor Conference Schedule: Oceaneering International will participate in several investor conferences in Q1 2026, including the THRIVE Energy Conference in Houston on February 26, the J.P. Morgan 2026 Global Leveraged Finance Conference in Miami on March 3, and the Piper Sandler Annual Energy Conference in Las Vegas on March 17, showcasing its engagement with institutional investors.
- Executive Attendance: CFO Michael Sumruld and Senior Director of Investor Relations Hilary Frisbie will attend all conferences, further strengthening communication with investors and enhancing the company's transparency and market trust.
- Latest Presentation: Oceaneering's most recent presentation is available on its Investor Relations webpage, allowing investors to access the latest company information and strategic direction, thereby enhancing their understanding of the company.
- Company Background: Oceaneering is a global technology company delivering engineered services, products, and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries, demonstrating its broad impact across multiple sectors.
See More
Oceaneering International Reports Strong Q4 2025 Earnings with Strategic Growth in ADTech
- Strong Financial Performance: Oceaneering reported Q4 2025 revenue of $669 million, a 6% year-over-year decline, yet net income surged to $178 million or $1.76 per share, primarily due to a $156 million tax benefit, highlighting enhanced financial flexibility.
- Order and Cash Flow Growth: The company achieved $3.7 billion in order intake for 2025, with a book-to-bill ratio of 1.33, and ended the year with a cash balance of $689 million, a 38% increase from 2024, providing greater flexibility and opportunities for future investments.
- ADTech Business Flourishing: Revenue from the ADTech segment is projected to grow significantly in 2026, driving overall revenue growth in the low to mid-single-digit percentage range, indicating the company's ongoing expansion potential in defense and government markets.
- Optimistic Future Outlook: EBITDA for 2026 is expected to range between $390 million and $440 million, with significant declines anticipated in the OPG segment, but growth in other segments is expected to offset this impact, demonstrating strategic success in business diversification.
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
OCEANEERING INTERNATIONAL: CONSOLIDATED REVENUE FOR Q1 2026 PROJECTED TO DECREASE COMPARED TO Q1 2025
- Revenue Expectations: Consolidated revenue for Q1 2026 is anticipated to be lower compared to Q1 2025.
- Market Trends: The decline in expected revenue may indicate broader market challenges or shifts in consumer behavior.
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
