TechnipFMC (NYSE:FTI) Posts Quarterly Earnings Results, Beats Estimates By $0.19 EPS

TechnipFMC (NYSE:FTI) issued its quarterly earnings data on Thursday. The oil and gas company reported $0.70 EPS for the quarter, beating analysts’ consensus estimates of $0.51 by $0.19, Zacks reports. TechnipFMC had a return on equity of 30.23% and a net margin of 9.67%.The firm had revenue of $2.52 billion for the quarter, compared to analyst estimates of $2.54 billion. During the same period in the prior year, the firm posted $0.54 EPS. The company’s revenue for the quarter was up 6.3% on a year-over-year basis.

Here are the key takeaways from TechnipFMC’s conference call:

• Strong 2025 financials: Total company revenue grew 9% to $9.9B, Adjusted EBITDA rose 33% to $1.8B, free cash flow roughly doubled to $1.4B, and year‑end backlog was $16.6B.
• Subsea momentum and pipeline: Subsea inbound was $10.1B in 2025 (Q4 orders $2.3B), Subsea backlog hit $15.9B, and the two‑year opportunity list midpoint reached ~$29B, driven by iEPCI and Subsea 2.0 adoption.
• Raised 2026 outlook and capital returns: Management expects company Adjusted EBITDA to exceed $2.1B at the midpoint, Subsea revenue guidance of ~$9.4B (Subsea margin ~21.5% midpoint), free cash flow guidance of $1.3–$1.45B, and a commitment to return at least 70% of FCF to shareholders.
• Q4 restructuring charges: The company incurred restructuring, impairment and other charges (about $52M excluded from reported Adjusted EBITDA) as part of simplification/industrialization efforts, which weighed on near‑term results even as management says these actions will boost margins in 2026+.
• Commercial advantage from direct awards and services: Over 80% of 2025 Subsea inbound came from direct awards, iEPCI and services, with services targeted around $2B, reflecting stronger early engagement, standardization and higher award conversion.

TechnipFMC Trading Down 3.4%

Shares of FTI traded down $2.12 during trading hours on Thursday, hitting $60.15. 3,659,921 shares of the stock were exchanged, compared to its average volume of 3,578,494. The firm has a market capitalization of $24.33 billion, a P/E ratio of 26.94, a price-to-earnings-growth ratio of 1.19 and a beta of 0.69. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.13 and a quick ratio of 0.90. The business has a 50-day moving average of $51.73 and a 200-day moving average of $43.93. TechnipFMC has a fifty-two week low of $22.11 and a fifty-two week high of $62.98.

TechnipFMC Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Tuesday, March 17th will be issued a $0.05 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $0.20 annualized dividend and a yield of 0.3%. TechnipFMC’s dividend payout ratio is presently 8.93%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on FTI shares. UBS Group restated an “outperform” rating on shares of TechnipFMC in a research report on Tuesday, October 28th. Susquehanna raised their target price on TechnipFMC from $48.00 to $56.00 and gave the company a “positive” rating in a report on Wednesday, January 7th. Jefferies Financial Group upped their price objective on TechnipFMC from $47.00 to $50.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. TD Cowen restated a “buy” rating on shares of TechnipFMC in a research note on Wednesday, January 7th. Finally, Royal Bank Of Canada raised their target price on shares of TechnipFMC from $40.00 to $47.00 and gave the company an “outperform” rating in a research report on Tuesday, October 28th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $48.58.

Institutional Trading of TechnipFMC

Several large investors have recently modified their holdings of FTI. Newbridge Financial Services Group Inc. acquired a new position in shares of TechnipFMC during the 3rd quarter valued at $32,000. Geneos Wealth Management Inc. raised its holdings in shares of TechnipFMC by 45.3% during the first quarter. Geneos Wealth Management Inc. now owns 1,090 shares of the oil and gas company’s stock valued at $35,000 after purchasing an additional 340 shares during the period. Ossiam boosted its position in shares of TechnipFMC by 52.0% during the 2nd quarter. Ossiam now owns 1,597 shares of the oil and gas company’s stock worth $55,000 after purchasing an additional 546 shares in the last quarter. Headlands Technologies LLC bought a new stake in TechnipFMC in the 2nd quarter valued at about $70,000. Finally, Ancora Advisors LLC acquired a new position in shares of TechnipFMC during the third quarter worth approximately $87,000. Institutional investors and hedge funds own 96.58% of the company’s stock.

Key Stories Impacting TechnipFMC

Here are the key news stories impacting TechnipFMC this week:

• Positive Sentiment: Q4 beat on EPS and showed modest revenue growth — Reported $0.70 EPS vs. a $0.51 consensus and revenue rose ~6.3% year‑over‑year, signaling better-than-expected profitability for the quarter. FMC Technologies (FTI) Tops Q4 Earnings Estimates
• Positive Sentiment: Company raised its FY‑2026 guidance — Management lifted 2026 outlook (revenue range cited in releases ~ $10.4B–$10.9B), which supports a stronger forward earnings trajectory. TechnipFMC übertrifft Gewinnerwartungen und hebt Prognose für 2026 an
• Positive Sentiment: Institutional interest from buyback/offshore momentum — Recent analyst/institutional commentary highlights buyback activity and improving offshore demand as catalysts for bigger investor interest. TechnipFMC Buyback And Offshore Momentum Draw Institutional Focus
• Neutral Sentiment: Company release with detailed Q4 results and slide deck — Revenue for Q4 was $2,517M; press release and slide deck provide the full reconciliation and management commentary. Useful for drilling into segment performance and backlog. TechnipFMC Announces Fourth-Quarter 2025 Results
• Neutral Sentiment: Earnings presentation and transcript available — Slides and the earnings‑call presentation provide extra color on margins, segment trends and backlog. TechnipFMC plc 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Dividend declared — Board approved a $0.05 quarterly dividend (small yield ~0.3%), which is supportive but not a major income draw. TechnipFMC Declares Quarterly Dividend
• Negative Sentiment: Some near‑term uncertainty and sequential softness — Revenue was down ~4.9% sequentially and published guidance/disclosure around FY26 EPS was unclear in summary reports (the initial guidance posting omitted an explicit EPS figure), which may leave investors uneasy about near‑term visibility. TechnipFMC Earnings & Guidance Details

TechnipFMC announced that its board has approved a share buyback plan on Wednesday, October 22nd that permits the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization permits the oil and gas company to repurchase up to 13.3% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

TechnipFMC Company Profile

TechnipFMC is an integrated oilfield services and technology company that designs, manufactures and delivers systems and services for the energy industry. The company’s activities span the full lifecycle of oil and gas projects, with capabilities in subsea production systems, surface wellhead and intervention equipment, and onshore/offshore engineering and construction. TechnipFMC combines engineering and project management with fabrication, installation and maintenance services to help operators develop and produce hydrocarbon resources.

Its product and service portfolio includes subsea hardware such as trees, manifolds, umbilicals, risers and flowlines, as well as surface equipment for drilling, completions and well intervention.