Core Viewpoint - TechnipFMC plc (FTI) is set to announce its fourth-quarter fiscal 2025 results on February 19, with earnings estimated at 51 cents per share and revenues at $2.55 billion [1] Group 1: Recent Performance - In the last reported quarter, FTI achieved adjusted earnings of 75 cents per share, surpassing the Zacks Consensus Estimate of 65 cents, driven by strong performance in the Subsea segment [2] - FTI's revenues for the last quarter were $2.6 billion, exceeding the Zacks Consensus Estimate by 1.2% [2] - FTI has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 20.16% [3] Group 2: Fourth Quarter Expectations - The Zacks Consensus Estimate for fourth-quarter fiscal 2025 earnings has remained unchanged, indicating a 5.56% year-over-year decrease, while revenue estimates suggest a 7.58% increase from the previous year [3] - FTI's revenue is expected to improve due to strong contributions from the Subsea segment, which is projected to generate $2.2 billion, reflecting an 8.7% year-over-year increase [4][5] - The company holds a $16.8 billion backlog, which, along with the ongoing industrialization of its Subsea business, is expected to positively influence fourth-quarter earnings [6] Group 3: Cost Considerations - Rising costs may negatively impact FTI's bottom line, with total costs and expenses increasing by 8.8% in the last quarter, a trend expected to continue [7] - The increase in costs is attributed to the inflationary environment and a tight labor market [7] Group 4: Earnings Prediction - The model predicts an earnings beat for FTI, supported by a positive Earnings ESP of +1.61% and a Zacks Rank of 2 (Buy) [10][11]

Core Insights - Allison Transmission Holdings Inc. reported third quarter net sales of $693 million, a decrease from $824 million in the same period last year, primarily driven by challenges in the North America On-Highway market and growth in the Defense sector [1][3][4]. Financial Performance - Net income for the quarter was $137 million, down from $200 million year-over-year, with diluted EPS at $1.63 [3][8]. - Adjusted EBITDA for the quarter was $256 million, reflecting a margin of 36.9% despite a challenging demand environment [3][14]. - Net cash provided by operating activities was $228 million, a decrease from $246 million in the previous year [3][9]. Sales Breakdown by End Market - North America On-Highway sales decreased by $130 million to $327 million [4][15]. - Defense sales increased by $25 million to $78 million, marking a 47% year-over-year growth [4][15]. - Global Off-Highway sales fell by $13 million to $7 million, while Outside North America On-Highway sales decreased by $4 million [4][15]. Cost and Expense Management - Gross profit for the quarter was $329 million, down from $396 million, primarily due to lower volumes and unfavorable direct material costs [5]. - Selling, general and administrative expenses decreased to $82 million from $85 million, driven by lower incentive compensation and commercial activities spending [6]. - Engineering research and development expenses were $43 million, down from $51 million, reflecting reduced spending on product initiatives [7]. Guidance Update - The company revised its full-year 2025 guidance, expecting net sales between $2,975 million and $3,025 million, and net income in the range of $620 million to $650 million [10][11].