TechnipFMC Q4 Earnings Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy FTI?
Source: seekingalpha
- Earnings Beat: TechnipFMC reported a Q4 non-GAAP EPS of $0.70, exceeding expectations by $0.18, indicating a robust profitability trend that could enhance investor confidence.
- Revenue Miss: The company achieved Q4 revenue of $2.52 billion, a 6.3% year-over-year increase, yet fell short of expectations by $20 million, reflecting potential market demand uncertainties that may impact future performance.
- Subsea Guidance Upgraded: TechnipFMC raised its 2026 subsea revenue guidance to a range of $9.2 to $9.6 billion, up from the previous range of $9.1 to $9.5 billion, signaling optimism about future market conditions.
- Improved EBITDA Margin: The adjusted EBITDA margin guidance for subsea was also increased to 21% to 22%, up from 20.5% to 22%, demonstrating ongoing improvements in cost control and operational efficiency.
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Analyst Views on FTI
Wall Street analysts forecast FTI stock price to fall
11 Analyst Rating
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 61.270
Low
40.00
Averages
48.50
High
53.00
Current: 61.270
Low
40.00
Averages
48.50
High
53.00
About FTI
TechnipFMC plc is a United Kingdom-based technology company, which operates in the energy industry. The Company is focused on delivering fully integrated projects, products, and services. The Company operates through two segments: Subsea and Surface Technologies. The Subsea segment manufactures and designs products and systems, performs engineering, procurement and project management and provides services used by oil and gas companies involved in offshore exploration and production of crude oil and natural gas. The Surface Technologies segment designs, manufactures and supplies technologically advanced wellhead systems and high-pressure valves and pumps used in stimulation activities for oilfield service companies and provides installation, flowback and other services for exploration and production companies. The Company operates across various countries, including the United States; Brazil; Norway; the United Kingdom; Guyana, Australia, Angola, Brazil and all other countries.
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.
TechnipFMC to Announce Q4 Earnings on February 19
- Earnings Announcement Date: TechnipFMC is set to release its Q4 2023 earnings on February 19 before market open, with a consensus EPS estimate of $0.52, reflecting a 3.7% year-over-year decline, which may influence investor expectations regarding the company's future profitability.
- Revenue Growth Expectations: The anticipated revenue for Q4 is $2.54 billion, representing a 7.2% year-over-year increase, indicating a positive performance amid market recovery, which could bolster investor confidence and drive stock price appreciation.
- Historical Performance Metrics: Over the past two years, TechnipFMC has beaten EPS estimates 88% of the time and revenue estimates 75% of the time, showcasing the company's reliability in financial forecasting, which helps enhance market confidence in its future performance.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions and two downward adjustments, while revenue estimates experienced three upward revisions and two downward adjustments, reflecting varying market perspectives on TechnipFMC's future performance, potentially influencing investor decisions.
See More
TechnipFMC Q4 Earnings Beat Expectations
- Earnings Beat: TechnipFMC reported a Q4 non-GAAP EPS of $0.70, exceeding expectations by $0.18, indicating a robust profitability trend that could enhance investor confidence.
- Revenue Miss: The company achieved Q4 revenue of $2.52 billion, a 6.3% year-over-year increase, yet fell short of expectations by $20 million, reflecting potential market demand uncertainties that may impact future performance.
- Subsea Guidance Upgraded: TechnipFMC raised its 2026 subsea revenue guidance to a range of $9.2 to $9.6 billion, up from the previous range of $9.1 to $9.5 billion, signaling optimism about future market conditions.
- Improved EBITDA Margin: The adjusted EBITDA margin guidance for subsea was also increased to 21% to 22%, up from 20.5% to 22%, demonstrating ongoing improvements in cost control and operational efficiency.
See More
TechnipFMC Reports Increased Q4 Earnings
- Earnings Growth: TechnipFMC plc reported a fourth-quarter profit of $242.7 million, or $0.59 per share, which is an increase from last year's $224.7 million and $0.52 per share, indicating strong performance and enhanced profitability in the market.
- Adjusted Earnings: Excluding items, the company reported adjusted earnings of $286.5 million, or $0.70 per share, showcasing robust growth in its core business and further boosting investor confidence.
- Revenue Increase: The company's revenue rose 6.3% year-over-year to $2.517 billion from $2.367 billion last year, reflecting solid performance amid recovering global market demand.
- Market Outlook: The growth in earnings and revenue not only enhances TechnipFMC's competitive position but also lays a solid foundation for future investments and expansions, signaling the company's proactive role in the industry's recovery.
See More
TechnipFMC Reports Strong Q4 2025 Financial Results with Increased Revenue and Net Income
- Significant Revenue Growth: TechnipFMC reported Q4 2025 revenue of $2.517 billion, a 6.3% increase year-over-year, indicating strong market performance that is likely to boost investor confidence further.
- Net Income Improvement: The company achieved a net income of $242.7 million, an 8.0% increase from the previous year, with diluted earnings per share at $0.59, reflecting successful cost control and operational efficiency.
- Strong Adjusted EBITDA Performance: Adjusted EBITDA reached $440.5 million, up 25.5% year-over-year, with an adjusted EBITDA margin of 17.5%, indicating ongoing improvements in profitability.
- Healthy Orders and Backlog: Total inbound orders for 2025 amounted to $11.156 billion, with an ending backlog of $16.572 billion, showcasing the company's strong potential for future project execution and stable market demand.
See More
TechnipFMC: Leading Technology Provider in Energy Sector
- Strong Contract Backlog: TechnipFMC currently holds a substantial subsea contract backlog of nearly $16 billion, ensuring robust revenue visibility through 2026 and beyond, provided oil prices remain stable, which secures the company's future growth prospects.
- Revenue Guidance Upward: Management has guided subsea revenue to be between $9.1 billion and $9.5 billion in 2026, reflecting sustained demand and market confidence in the oil and gas sector, while also indicating potential improvements in profitability.
- Stock Buyback Initiative: The company initiated a $2 billion stock buyback program in October, combined with $300 million from a prior program, totaling approximately 9.2% of TechnipFMC's current market capitalization, aimed at enhancing shareholder value and boosting market confidence.
- Impressive Stock Performance: Since mid-2022, TechnipFMC's stock has surged by an astonishing 1,000%, although its operational performance has not grown at the same pace, indicating high market expectations for its future potential.
See More
Oilfield Services Stocks Experience a Turnaround
- Industry Performance Reversal: In 2026, oilfield services stocks have surged, with the VanEck Oil Services ETF (NYSE: OIH) rallying nearly 30% year-to-date through February 4, marking it as the best-performing industry group this year and indicating a significant shift in capital flows.
- Structural Re-rating: Jeff Krimmel of Krimmel Strategy Group emphasizes that this rally is not merely momentum-driven but reflects a structural re-rating of oil-related equities, which could reshape capital flows and investment priorities over the next decade.
- Relative Performance Boost: Year-to-date, oilfield services stocks have outperformed software by nearly 60 percentage points, pushing their relative performance ratio to its highest level since November 2023, showcasing investors' preference for value-linked energy plays.
- Sustainable Growth Potential: As market confidence in oilfield services strengthens, attention shifts to whether these companies can convert operational momentum into sustainable earnings growth, indicating that the oilfield services sector is regaining investor focus.
See More
TechnipFMC to Announce Q4 Earnings on February 19
- Earnings Announcement Date: TechnipFMC is set to release its Q4 2023 earnings on February 19 before market open, with a consensus EPS estimate of $0.52, reflecting a 3.7% year-over-year decline, which may influence investor expectations regarding the company's future profitability.
- Revenue Growth Expectations: The anticipated revenue for Q4 is $2.54 billion, representing a 7.2% year-over-year increase, indicating a positive performance amid market recovery, which could bolster investor confidence and drive stock price appreciation.
- Historical Performance Metrics: Over the past two years, TechnipFMC has beaten EPS estimates 88% of the time and revenue estimates 75% of the time, showcasing the company's reliability in financial forecasting, which helps enhance market confidence in its future performance.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions and two downward adjustments, while revenue estimates experienced three upward revisions and two downward adjustments, reflecting varying market perspectives on TechnipFMC's future performance, potentially influencing investor decisions.
See More
TechnipFMC Q4 Earnings Beat Expectations
- Earnings Beat: TechnipFMC reported a Q4 non-GAAP EPS of $0.70, exceeding expectations by $0.18, indicating a robust profitability trend that could enhance investor confidence.
- Revenue Miss: The company achieved Q4 revenue of $2.52 billion, a 6.3% year-over-year increase, yet fell short of expectations by $20 million, reflecting potential market demand uncertainties that may impact future performance.
- Subsea Guidance Upgraded: TechnipFMC raised its 2026 subsea revenue guidance to a range of $9.2 to $9.6 billion, up from the previous range of $9.1 to $9.5 billion, signaling optimism about future market conditions.
- Improved EBITDA Margin: The adjusted EBITDA margin guidance for subsea was also increased to 21% to 22%, up from 20.5% to 22%, demonstrating ongoing improvements in cost control and operational efficiency.
See More
TechnipFMC Reports Increased Q4 Earnings
- Earnings Growth: TechnipFMC plc reported a fourth-quarter profit of $242.7 million, or $0.59 per share, which is an increase from last year's $224.7 million and $0.52 per share, indicating strong performance and enhanced profitability in the market.
- Adjusted Earnings: Excluding items, the company reported adjusted earnings of $286.5 million, or $0.70 per share, showcasing robust growth in its core business and further boosting investor confidence.
- Revenue Increase: The company's revenue rose 6.3% year-over-year to $2.517 billion from $2.367 billion last year, reflecting solid performance amid recovering global market demand.
- Market Outlook: The growth in earnings and revenue not only enhances TechnipFMC's competitive position but also lays a solid foundation for future investments and expansions, signaling the company's proactive role in the industry's recovery.
See More
TechnipFMC Reports Strong Q4 2025 Financial Results with Increased Revenue and Net Income
- Significant Revenue Growth: TechnipFMC reported Q4 2025 revenue of $2.517 billion, a 6.3% increase year-over-year, indicating strong market performance that is likely to boost investor confidence further.
- Net Income Improvement: The company achieved a net income of $242.7 million, an 8.0% increase from the previous year, with diluted earnings per share at $0.59, reflecting successful cost control and operational efficiency.
- Strong Adjusted EBITDA Performance: Adjusted EBITDA reached $440.5 million, up 25.5% year-over-year, with an adjusted EBITDA margin of 17.5%, indicating ongoing improvements in profitability.
- Healthy Orders and Backlog: Total inbound orders for 2025 amounted to $11.156 billion, with an ending backlog of $16.572 billion, showcasing the company's strong potential for future project execution and stable market demand.
See More
TechnipFMC: Leading Technology Provider in Energy Sector
- Strong Contract Backlog: TechnipFMC currently holds a substantial subsea contract backlog of nearly $16 billion, ensuring robust revenue visibility through 2026 and beyond, provided oil prices remain stable, which secures the company's future growth prospects.
- Revenue Guidance Upward: Management has guided subsea revenue to be between $9.1 billion and $9.5 billion in 2026, reflecting sustained demand and market confidence in the oil and gas sector, while also indicating potential improvements in profitability.
- Stock Buyback Initiative: The company initiated a $2 billion stock buyback program in October, combined with $300 million from a prior program, totaling approximately 9.2% of TechnipFMC's current market capitalization, aimed at enhancing shareholder value and boosting market confidence.
- Impressive Stock Performance: Since mid-2022, TechnipFMC's stock has surged by an astonishing 1,000%, although its operational performance has not grown at the same pace, indicating high market expectations for its future potential.
See More
Oilfield Services Stocks Experience a Turnaround
- Industry Performance Reversal: In 2026, oilfield services stocks have surged, with the VanEck Oil Services ETF (NYSE: OIH) rallying nearly 30% year-to-date through February 4, marking it as the best-performing industry group this year and indicating a significant shift in capital flows.
- Structural Re-rating: Jeff Krimmel of Krimmel Strategy Group emphasizes that this rally is not merely momentum-driven but reflects a structural re-rating of oil-related equities, which could reshape capital flows and investment priorities over the next decade.
- Relative Performance Boost: Year-to-date, oilfield services stocks have outperformed software by nearly 60 percentage points, pushing their relative performance ratio to its highest level since November 2023, showcasing investors' preference for value-linked energy plays.
- Sustainable Growth Potential: As market confidence in oilfield services strengthens, attention shifts to whether these companies can convert operational momentum into sustainable earnings growth, indicating that the oilfield services sector is regaining investor focus.
See More
