NEWCASTLE & HOUSTON--(BUSINESS WIRE)--TechnipFMC (NYSE: FTI) will host its third-quarter 2025 earnings conference call on Thursday, October 23, 2025, at 1:30 p.m. London time (8:30 a.m. New York time). A press release announcing the results will be issued prior to the call at approximately 11:45 a.m. London time (6:45 a.m. New York time). The event will be webcast live and can be accessed via the Investor Relations website, or by registering here. A replay of the webcast will be available on th. ...

Group 1: Core Insights - Earnings per share (EPS) growth is a significant driver of stock performance in the Oil – Energy sector, indicating real strength despite volatility [1] - Par Pacific Holdings, Oceaneering International, and TechnipFMC have shown strong EPS growth, making them attractive investment options [1] Group 2: Par Pacific Holdings - Par Pacific operates an integrated energy platform with a refining capacity of 219,000 barrels per day and over 100 fuel and convenience store locations [2] - The company balances conventional fuel supply with decarbonization initiatives and has a significant interest in natural gas production [3] - Projected earnings for Par Pacific are expected to increase by 516.2% in 2025, with this year's earnings anticipated at $2.28 per share, reflecting a 32% increase from $1.73 in 2019 [3][10] Group 3: Oceaneering International - Oceaneering is a global technology company providing engineered services and advanced robotic solutions across various sectors [4] - The energy sector contributes nearly 75% of Oceaneering's revenues, with a focus on digital and robotics-driven opportunities [5] - Earnings for Oceaneering are forecasted to rise by 57.9% in 2025, reaching $1.80 per share, a significant turnaround from a loss of 83 cents per share in 2019 [6][10] Group 4: TechnipFMC - TechnipFMC is a global provider of subsea and surface technologies, supporting both traditional and emerging energy solutions [7] - The company employs an innovation-led approach, enhancing project economics and reducing carbon intensity through digital tools [8] - Earnings for TechnipFMC are expected to improve by 20% this year to $2.18 per share, with a potential 275% increase from 60 cents in 2019 by 2025 [9][10]

Core Insights - FTI Consulting has enhanced its European cybersecurity capabilities by appointing André Reichow-Prehn as a Senior Managing Director in Germany [1][3] - Mr. Reichow-Prehn will focus on cybersecurity threat intelligence and cyber risk management, collaborating with the Cybersecurity team in Germany [2][4] - His extensive experience includes 20 years in cybersecurity, with expertise in incident response, digital forensic analysis, and risk management [3][5] Company Developments - The addition of Mr. Reichow-Prehn is part of FTI Consulting's strategy to build a strong team capable of addressing clients' cybersecurity challenges [4] - FTI Consulting generated $3.70 billion in revenues during fiscal year 2024, indicating a robust financial position [6] Industry Context - The demand for cybersecurity expertise is increasing as businesses face more sophisticated threats [3] - Effective incident response strategies are becoming a priority for organizations, highlighting the importance of skilled professionals in the field [4]

Shares of the global energy technologies company, TechnipFMC plc (NYSE: FTI ), have climbed 55.92% (YoY) and have gained 31.55% since my last article on the company last year. FTI released its Q2 2025 results, whichI have more than five years experience in the financial industry. I focus mostly in the commodities, foreign exchange and cryptocurrencies. I also write on general issues like equity research, economics and geopolitics.Fellow contributor Crispus Nyaga is my colleague.Analyst’s Disclosure:I/we hav ...

Shares of the global energy technologies company, TechnipFMC plc (NYSE: FTI ), have climbed 55.92% (YoY) and have gained 31.55% since my last article on the company last year. FTI released its Q2 2025 results, whichI have more than five years experience in the financial industry. I focus mostly in the commodities, foreign exchange and cryptocurrencies. I also write on general issues like equity research, economics and geopolitics.Fellow contributor Crispus Nyaga is my colleague.Analyst’s Disclosure:I/we hav ...

Index Changes - United Parks & Resorts Inc. (NYSE: PRKS) will be added to the S&P SmallCap 600, replacing Foot Locker Inc. (NYSE: FL), effective September 8, 2025 [1][4] - TechnipFMC plc (NYSE: FTI) will be added to the S&P MidCap 400, replacing Skechers USA Inc. (NYSE: SKX), effective September 12, 2025 [1][4] Acquisition Details - Dick's Sporting Goods Inc. (NYSE: DKS) is acquiring Foot Locker, with the deal expected to be completed soon, pending final closing conditions [4] - 3G Capital is acquiring Skechers USA, with the deal also expected to be completed soon, pending final conditions [4]

Financial Data and Key Metrics Changes - TechnipFMC has established itself as a premier offshore equipment company with a strong backlog and higher margins through its Subsea two point zero offering [1][5] - The company is on track to book $30 billion in orders over the last three years and expects another $10 billion next year [7][8] Business Line Data and Key Metrics Changes - The Subsea business has seen an increase in customer base and geographical reach, expanding from 10-12 customers to a broader market [8][10] - Subsea two point zero now represents over 50% of inbound orders, indicating a shift towards more predictable and efficient project execution [32][37] Market Data and Key Metrics Changes - The offshore market is experiencing a resurgence, with increased confidence from clients leading to higher investments [5][15] - Brownfield investments are expected to continue growing due to their high returns and existing capital infrastructure [16] Company Strategy and Development Direction - The company focuses on reducing cycle times and improving project delivery through its Subsea two point zero and integrated offerings [24][48] - TechnipFMC aims to maintain its competitive edge by ensuring predictable project execution and enhancing client confidence in offshore investments [25][42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of the offshore resurgence and the company's ability to grow orders, revenue, and earnings [6][14] - The company acknowledges the need for continuous improvement in execution and delivery to meet higher industry standards [41][46] Other Important Information - TechnipFMC has built new facilities in Saudi Arabia and the UAE to enhance its international business capabilities [58][59] - The Surface Technologies business is primarily driven by the Middle East, with significant contributions from Saudi Arabia and the UAE [56][62] Q&A Session Summary Question: How is the order book evolving? - The order book has expanded with more customers and projects, reflecting a growing interest in offshore investments [8][10] Question: What is the mix of orders between greenfield and brownfield? - The mix includes a surprising level of greenfield projects, with brownfields continuing to attract high levels of investment due to their better returns [14][16] Question: How does TechnipFMC differentiate itself from competitors? - The company competes for capital flows, emphasizing the quality of offshore reservoirs and the ability to deliver projects on time and within budget [22][24] Question: What is the significance of Subsea two point zero? - Subsea two point zero allows for more predictable project execution and has become a significant portion of the order book, driving future earnings growth [32][33] Question: What are the key markets for the Surface Technologies business? - The key markets include the Middle East, particularly Saudi Arabia and the UAE, which are technically challenging but align with the company's strengths [56][62]

Financial Data and Key Metrics Changes - TechnipFMC has established itself as a leading offshore equipment company with a strong backlog and higher margins through its Subsea two point zero offering [1] - The company is on track to book $30 billion in orders over the last three years and expects another $10 billion next year, indicating a growing backlog that will convert to revenue and earnings [8][7] Business Line Data and Key Metrics Changes - The Subsea business has seen an expansion in its customer base, moving from 10-12 customers to a broader range due to increased offshore investment and TechnipFMC's integrated offerings [9] - Subsea two point zero currently represents 70% of the order book, with expectations for this to grow as it provides predictability and efficiency in project delivery [24][30] Market Data and Key Metrics Changes - The company has expanded its geographical reach, moving from three to four operational pockets globally to a more extensive network, enhancing its market presence [9] - The shift in capital flows towards offshore projects has been noted, with clients showing increased confidence in investing offshore due to TechnipFMC's ability to deliver projects on time and within budget [14][23] Company Strategy and Development Direction - TechnipFMC's strategy focuses on reducing cycle times and improving project delivery through its Subsea two point zero and integrated offerings, which enhance predictability and performance [22][46] - The company is competing for capital flows rather than just against other companies, emphasizing the importance of delivering better project economics and execution [20][47] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of the offshore resurgence and the company's ability to grow in orders, revenue, and earnings [6][7] - The management acknowledged the industry's past inefficiencies and emphasized the importance of improved execution and delivery standards in the current market [39][42] Other Important Information - The Surface Technologies business is primarily driven by the Middle East, with significant contributions from Saudi Arabia and the UAE, and is expected to see growth in 2026 [56][61] - TechnipFMC has built new facilities in Saudi Arabia and the UAE to meet local content requirements and support international operations [58][59] Q&A Session Summary Question: How is the order book evolving? - The order book has expanded with more customers and projects, reflecting a growing interest in offshore investments and TechnipFMC's integrated offerings [8][9] Question: What is the mix of orders between greenfield and brownfield projects? - The company has seen a surprising increase in greenfield projects, while brownfield investments continue to be significant due to their high returns [15] Question: How does TechnipFMC differentiate itself from competitors? - The company focuses on capital flows and project execution rather than just competing with other companies, emphasizing the quality of offshore reservoirs and the importance of reducing cycle times [20][47] Question: What is the expected growth for the Surface Technologies business? - The international Surface Technologies business is shaping up nicely, with a focus on project-based work in the Middle East [61][63]

Financial Data and Key Metrics Changes - TechnipFMC has established itself as a leading offshore equipment company with a strong backlog and visibility, indicating structurally higher margins through its Subsea 2.0 offering [1][4] - The company is on track to book $30 billion in orders over the last three years, with an expectation of another $10 billion in the next year [6][10] Business Line Data and Key Metrics Changes - The Subsea 2.0 offering currently represents about 70% of the order book but only 30% of revenue, indicating potential for revenue growth as the backlog converts [21][24] - The company has seen an expansion in its customer base and geographical reach, moving from 3-4 operational pockets globally to a much broader presence [7][8] Market Data and Key Metrics Changes - The offshore market is experiencing a resurgence, with increased confidence from clients leading to a higher volume of investments in offshore projects [4][11] - Greenfield projects have surprised the company, making up about 50% of inbound orders in 2024, indicating a shift in capital flows towards offshore investments [10][11] Company Strategy and Development Direction - The company focuses on reducing cycle times and improving project delivery predictability, which is critical for attracting capital investments [18][39] - TechnipFMC's strategy emphasizes the importance of technology and execution, with ongoing investments in robotics and other innovations to enhance manufacturing efficiency [41][42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of the offshore market resurgence and the company's ability to grow in all areas, which is not typical in the industry [4][5] - The company acknowledges the need for continuous improvement in project delivery standards compared to previous cycles, which were characterized by inefficiencies [34][35] Other Important Information - The Surface Technologies business represents a smaller segment, with significant revenue coming from international markets, particularly the Middle East [45][46] - New facilities in Saudi Arabia and the UAE are expected to enhance the company's operational capabilities and meet local content requirements [48] Q&A Session Summary Question: How is the order book evolving? - The order book has expanded with more customers and projects, reflecting a growing interest in offshore investments [6][10] Question: What is the mix of orders expected in the coming years? - The mix will include a combination of greenfield and brownfield projects, with a notable increase in brownfield investments due to better returns [11][12] Question: How does Subsea 2.0 impact revenue? - Subsea 2.0 is expected to drive revenue growth as it becomes a larger portion of the order book, with increased manufacturing efficiency [21][24] Question: What are the key markets for Surface Technologies? - The key markets include the Middle East, particularly Saudi Arabia and the UAE, which are technically challenging but align with the company's strengths [45][46] Question: What is the outlook for international business growth? - The international business is shaping up positively, with expectations for growth in 2026 [50]

Core Insights - TechnipFMC plc (FTI) reported second-quarter 2025 adjusted earnings of 68 cents per share, exceeding the Zacks Consensus Estimate of 57 cents and up from 43 cents in the prior year, driven by strong performance in the Subsea segment [1][9] - The company's revenues reached $2.5 billion, surpassing the Zacks Consensus Estimate by 2.2% and increasing from $2.3 billion in the year-ago quarter [2][9] - FTI's order backlog rose to $16.6 billion, a 19.8% increase year-over-year, despite a decline in inbound orders by 8.4% to $3.1 billion [3][9] Financial Performance - Adjusted EBITDA for the Subsea unit was $482.9 million, exceeding the consensus estimate of $453 million, while the Surface Technologies unit reported adjusted EBITDA of $52.3 million, also above the consensus of $48.6 million [2] - Total costs and expenses for the quarter were $2.1 billion, a 6.3% increase from the previous year's $2 billion [8] - The company generated $344.2 million in cash flow from operations and reported free cash flow of $260.6 million [8] Segment Analysis - Subsea segment revenues totaled $2.2 billion, a 10.3% increase from $2 billion in the prior year, driven by increased project activity in the North Sea and Brazil [5][6] - Adjusted EBITDA in the Subsea segment rose by approximately 35.5% year-over-year, supported by strong execution and higher project activity [6] - Surface Technologies segment revenues were $318.4 million, up 0.6% year-over-year, with adjusted EBITDA increasing by 13.7% due to higher activity in the Middle East [7] Shareholder Returns - The board declared a quarterly cash dividend of 5 cents per share, unchanged from the previous quarter, to be paid on September 3, 2025 [3] - The company repurchased 8.3 million common shares for a total of $250.1 million, resulting in total shareholder returns of $270.7 million for the quarter [4] 2025 Outlook - FTI expects Subsea unit revenues between $8.4 billion and $8.8 billion for 2025, and Surface Technologies revenues between $1.2 billion and $1.35 billion [10] - The anticipated adjusted EBITDA margin for the Subsea segment is 19-20%, while for Surface Technologies it is expected to be 15-16% [10] - Free cash flow is projected to be in the range of $1 billion to $1.15 billion for 2025 [10]