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ACACGYF

Subsea 7 S.A.

$ACGYF·$9.7B·Oil & Gas Equipment & Services·Energy
$32.650.0%YTD+62.0%1Y+75.5%
Mentions · last 7 days
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Price updated 3h ago·X counts updated 3h ago
ACACGYF
$ACGYFSubsea 7 S.A.
$32.650.00%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Subsea 7 S.A. is a global provider of specialized offshore project solutions and services, catering to the dynamic energy industry worldwide. The company offers comprehensive subsea field development, encompassing project management, design, engineering, procurement, fabrication, surveying, installation, and commissioning of seabed production infrastructure, along with the critical tie-in of these facilities to fixed or floating platforms or onshore terminals. Their expertise also covers the engineering, procurement, commissioning, and installation (EPCI) of subsea umbilicals, risers, and flowlines (SURF). Additionally, they provide essential inspection, repair, maintenance (IRM), remote intervention, and full integrity management for subsea assets. Traditional services include the fabrication, installation, expansion, and refurbishment of fixed and floating platforms and associated pipelines in shallower waters, complemented by hook-up operations. In the renewable energy sector, Subsea 7 undertakes heavy lifting and transportation for various structures, installs offshore wind turbine foundations, and lays inter-array cables. They also perform decommissioning services for obsolete offshore installations. Furthermore, the company supplies remotely operated vehicles (ROVs) and specialized tooling to support exploration and production activities, alongside offering engineering and advisory services to clients in the oil and gas, renewables, and utilities sectors. Operating a substantial fleet of 38 vessels as of December 31, 2021, Subsea 7 S.A. was established in 1993 and is headquartered in Luxembourg.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Equipment & Services sits in its cycle right now — and what that implies for $ACGYF.

Oil & Gas Equipment & Services · Energy

No material change from last week — Offshore deepwater rig day-rates are firming as Brent above $80 keeps operators committing to multi-year projects, reversing the 2020–22 under-investment cycle..

Top industry ETF

$OIHVanEck Oil Services ETF
+28.7%YTD
+57.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
14.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
16.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.85$0.59+42.9%
Q1 2026Apr 30, 2026$0.34$0.36-4.7%
Q4 2025Feb 26, 2026$0.49$0.60-18.7%
Q3 2025Nov 20, 2025$0.38$0.45-14.9%
Next earningsThu, Nov 19·consensus EPS $0.74

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.8B+17.0%16.2%11.3%$0.34$203.6M
Q4 FY25$2.0B+5.0%19.4%14.7%$0.49$753.7M
Q3 FY25$1.8B+0.3%16.1%11.9%$0.39$246.7M
Q2 FY25$1.8B+0.3%14.5%10.6%$0.45$246.3M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.7B$7.4B – $7.8B$2.32$2.19 – $2.4317
FY27$7.8B$7.4B – $8.3B$2.52$2.38 – $2.6417
FY28$7.9B$7.5B – $8.2B$2.52$2.38 – $2.659
FY29$9.3B$8.9B – $9.6B$3.44$3.25 – $3.6114
FY30$8.0B$7.7B – $8.3B$3.14$2.97 – $3.298

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 222.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.985-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · last 7 days

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