TechnipFMC (NYSE:FTI) Announces Quarterly Earnings Results

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

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 Price Performance

Shares of FTI stock traded down $2.12 during trading hours on Thursday, reaching $60.15. The stock had a trading volume of 3,659,921 shares, compared to its average volume of 3,578,494. The firm has a market capitalization of $24.33 billion, a PE ratio of 26.94, a PEG ratio of 1.19 and a beta of 0.69. TechnipFMC has a 12 month low of $22.11 and a 12 month high of $62.98. The stock’s fifty day simple moving average is $51.73 and its 200 day simple moving average is $43.93. The company has a current ratio of 1.13, a quick ratio of 0.90 and a debt-to-equity ratio of 0.14.

TechnipFMC Announces Dividend

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

TechnipFMC announced that its Board of Directors has initiated a share repurchase program 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 purchase up to 13.3% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s management believes its stock is undervalued.

TechnipFMC News Summary

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

Hedge Funds Weigh In On TechnipFMC

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Newbridge Financial Services Group Inc. purchased a new stake in shares of TechnipFMC during the 3rd quarter valued at $32,000. Geneos Wealth Management Inc. raised its position in 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 in the last quarter. Ossiam lifted its stake in TechnipFMC by 52.0% during the second quarter. Ossiam now owns 1,597 shares of the oil and gas company’s stock worth $55,000 after purchasing an additional 546 shares during the last quarter. Headlands Technologies LLC bought a new position in shares of TechnipFMC during the 2nd quarter valued at about $70,000. Finally, Ancora Advisors LLC purchased a new position in shares of TechnipFMC during the 3rd quarter valued at about $87,000. Hedge funds and other institutional investors own 96.58% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. Piper Sandler boosted their price target on shares of TechnipFMC from $49.00 to $52.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Barclays raised their target price on TechnipFMC from $51.00 to $53.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Weiss Ratings reissued a “buy (b)” rating on shares of TechnipFMC in a report on Thursday, January 22nd. Citigroup raised their price objective on shares of TechnipFMC from $45.00 to $48.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Finally, UBS Group reiterated an “outperform” rating on shares of TechnipFMC in a research note on Tuesday, October 28th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $48.58.

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.