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TechnipFMC plc

$FTI·$29B·Oil & Gas Equipment & Services·Energy
$71.85+1.9%YTD+61.4%1Y+103.2%
Mentions · last 7 days
2026-07-04: 1 posts2026-07-05: 7 posts2026-07-06: 19 posts2026-07-07: 13 posts2026-07-08: 23 posts2026-07-09: 26 posts2026-07-10: 37 posts127
Price updated 13h ago·X counts updated 13h ago
FTFTI
$FTITechnipFMC plc
$71.85+1.87%127 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FTI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-11

The move is getting stronger, with heavier trading behind it.

The subsea oil-and-gas services leader up 103% t12m — real cash generation on offshore capex expansion.

TechnipFMC is a global subsea and surface oil-and-gas equipment and services provider — one of the two dominant subsea EPC (engineering, procurement, construction) contractors along with Subsea 7. The stock has been one of the best energy performers of the last twelve months, up 103%.

  • The operating story is genuinely strong: revenue grew 11% year-over-year in Q1 to $2.49B with a 14% operating margin — that's the offshore capex-cycle expansion showing up, and the last four EPS surprises have averaged 20%+.
  • The valuation is reasonable for the growth: 27x trailing earnings and 2.8x sales, with analysts modeling $2.98 EPS this year rising to $3.58 in 2027 — the 2027 forward multiple works out to 20x, in-line with quality energy services.
  • The July 8 Baleine Phase 3 offshore development contract is a real backlog win — that's the type of subsea EPC contract that anchors multi-year revenue and reflects continued offshore-project sanctioning.
  • The Q1 EPS surprise of 13% ($0.64 vs $0.57 consensus) plus the Q4 surprise of 36% show consistent operating outperformance.
  • Insider activity is nil in the 90-day window — no directional signal from management.

The July 30 Q2 earnings is the immediate test — another 10%+ revenue print plus continued backlog conversion and offshore-project-sanctioning commentary is what sustains the run; a soft print or any warning on major offshore projects being deferred would compress the multiple, but the 87% position in the 52-week range shows the market is priced for continued execution. The offshore-capex cycle expansion is a real multi-year tailwind that supports the FY guide.

What to watch: The July 30 Q2 earnings — another 10%+ revenue print plus backlog conversion and offshore-project commentary sustains the run; a soft print or major-project deferral compresses the multiple.

On the calendar: 2026-07-30 — Q2 earnings

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What it does

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

TechnipFMC plc is a global technology and services provider primarily focused on the energy industry, operating across Europe, Central Asia, North and Latin America, the Asia Pacific, Africa, and the Middle East. The company's Subsea division delivers comprehensive, end-to-end solutions for deepwater oil and gas production and transportation. This includes the full lifecycle from design, engineering, procurement, manufacturing, and fabrication to installation and ongoing field support for subsea systems, infrastructure, and pipelines. Key offerings include advanced subsea production and processing systems, umbilical, riser, and flowline solutions, specialized vessels, and the digital platform "Subsea Studio," which optimizes the development and operation of subsea fields. Additionally, this segment provides well and asset services, alongside research, engineering, manufacturing, and supply chain management. Its Surface Technologies segment specializes in designing, manufacturing, and servicing products and systems for onshore and shallow-water crude oil and natural gas exploration and production. The extensive product portfolio encompasses drilling and completion systems, surface wellheads and production trees, the digitally-enabled pressure control system "iComplete," fracturing tree and manifold systems, and various pumping solutions for well services. This segment also supplies critical well control, safety, and integrity systems, multiphase meter modules, in-line separation and processing units, standard pumps, and advanced automation and digital systems for flow measurement. Beyond equipment, it offers a full spectrum of lifecycle services, from planning, testing, and installation to commissioning, operations, replacement, upgrades, maintenance, storage, preservation, intervention, integrity, decommissioning, and abandonment. Flexible lines and flowline products are also part of its comprehensive offering. TechnipFMC plc has also formed a strategic alliance with Talos Energy Inc. to develop and implement technical and commercial solutions for Carbon Capture and Storage (CCS) projects, reflecting a move towards sustainable energy initiatives. The company was established in 1884 and maintains its corporate headquarters in Newcastle Upon Tyne, United Kingdom.

Industry overviewAI analysisGenerated by AI from underlying data

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

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
+33.0%YTD
+52.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
27.0How 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
21.1%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
14.4%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
4.7%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
2.8Same 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
32.5%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
22.4%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
0.4Total 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
Q1 2026Apr 30, 2026$0.64$0.56+13.3%
Q4 2025Feb 19, 2026$0.70$0.52+35.9%
Q3 2025Oct 23, 2025$0.75$0.65+15.4%
Q2 2025Jul 24, 2025$0.68$0.58+18.1%
Next earningsThu, Jul 30·consensus EPS $0.79

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.5B+11.2%23.5%14.1%$0.65$276.9M
Q4 FY25$2.5B+4.9%20.5%12.4%$0.60$359.1M
Q3 FY25$2.6B+12.5%22.7%15.3%$0.76$447.8M
Q2 FY25$2.5B+9.4%23.1%15.7%$0.65$260.6M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.6B$10.6B – $10.8B$2.98$2.64 – $3.1717
FY27$11.4B$11.0B – $12.5B$3.58$3.11 – $4.1217
FY28$12.0B$11.9B – $12.0B$4.11$3.43 – $4.7514
FY29$12.4B$12.0B – $13.1B$4.71$4.54 – $5.079
FY30$12.9B$12.5B – $13.7B$5.12$4.93 – $5.5113

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.0.4×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.87%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.+2.9%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.+25.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 19John C OlearyDirector6.3K sh$462KSellMay 5Claire S FarleyDirector4.5K sh$336KSellMay 5Kay G PriestlyDirector6.0K sh$448KSellMay 5Luana DuffeEVP, New Energy1.9K sh$139KSellMar 24Zurquiyah Rousset SophieDirector6.3K sh$440KSellFeb 25De Carvalho Filho EleazarDirector6.3K sh$415K
+ 37 other (30 inkinds · 7 awards) in window

See when $FTI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HAL vs. FTI: Which Stock Is the Better Value Option?zacks.com·22h agoFMC Technologies (FTI) is a Top-Ranked Growth Stock: Should You Buy?zacks.com·2d agoFTI Consulting to Release Second Quarter 2026 Results and Host Conference Callglobenewswire.com·2d agoTechnipFMC Bags New Contract for Baleine Phase 3 Offshore Developmentzacks.com·3d agoEquinor Accelerates NCS Growth With NOK 6B Subsea Investmentzacks.com·3d ago

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