SBM Offshore Q3 2025 Trading Report

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: Nov 13 2025

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Source: Newsfilter

Financial Performance: SBM Offshore reported a 26% increase in year-to-date Directional revenue to US$3.6 billion and raised its full-year 2025 Directional EBITDA guidance to around US$1.65 billion, while maintaining revenue guidance above US$5.0 billion.
Operational Achievements: The company successfully achieved first oil from three major FPSOs this year, expanding its fleet to 17 vessels with a total production capacity of 2.7 million barrels of oil per day, and is on track with its construction projects for future deliveries.
Digitalization and Innovation: SBM Offshore announced strategic collaborations with SLB and Cognite to enhance digital asset management through AI-driven platforms, aiming to improve operational efficiency and support its low-carbon initiatives.
Shareholder Returns and Future Outlook: The ongoing EUR141 million share repurchase program is progressing well, with 71% completed, and the company remains focused on disciplined growth and long-term value creation amidst a challenging economic landscape.

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.