TickerTalks
Browse all tickers →
TickerTalks›$FTI
FTFTI

TechnipFMC plc

$FTI·$27B·Oil & Gas Equipment & Services·Energy
$75.85-2.1%YTD+57.3%1Y+108.2%
Mentions · last 7 days
2026-08-17: 12 posts2026-08-18: 13 posts2026-08-19: 10 posts2026-08-20: 1 posts2026-08-21: 2 posts2026-08-22: 0 posts2026-08-23: 0 posts39-17%
Price updated 12h ago·X counts updated 1d ago
FTFTI
$FTITechnipFMC plc
$75.85-2.07%39 posts-17%
AI analysisFundamentalsVoices on X
Loading…

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 2026-08-22

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

TechnipFMC is up 119% in a year on the subsea E&P recovery — director Mullins just made his largest-ever $500K buy, boosting his stake 373%.

TechnipFMC is a global energy technology-and-services company focused on subsea production systems, surface technologies for oil-and-gas processing, and increasingly geothermal-and-hydrogen adjacencies. The setup right now is a genuine sector-cycle recovery with a specific fresh insider-conviction signal.

  • The insider signal is unusually specific: director Eric Mullins made his largest-ever $499,970 open-market buy at $78.55, boosting his personal stake 373% — that's a first-order insider-conviction signal at almost exactly today's tape.
  • The operating engine is genuinely accelerating: Q1 revenue grew 11% YoY to $2.49B at a 23% gross margin and 14% operating margin, with the last four EPS surprises averaging ~19% beats — the subsea contract backlog is converting into real revenue.
  • The forward math is undemanding for the growth: analysts model $10.6B FY26 revenue rising to $11.3B FY27 with EPS scaling from $2.99 to $3.54 — that's a low-20s forward multiple for a cycle-exposed energy-services name at the top of its earnings power.

This is a real-business trade accelerating on the subsea-cycle recovery and the fresh insider signal; a Q3 print (Oct 22) that extends the backlog-conversion trajectory restarts the trade toward all-time highs. What breaks it is a specific customer-order delay or a WTI pullback below $65 — both are the discrete cycle risks.

Agrees with X sentimentThe X quiet-conviction tone reads the director Mullins largest-ever $499K buy and the 128%-run-following-similar-signal pattern correctly; that's the exact insider-signal-and-precedent framework that supports the setup.

What to watch: Q3 earnings Oct 22 — backlog conversion and any specific customer-order commentary. A customer-order delay or a WTI pullback below $65 breaks the trend.

On the calendar: 2026-10-22 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-21

TechnipFMC is picking up bullish attention on a director's $499,970 open-market buy, described as their largest ever and boosting their stake 373%. Chart followers are watching for a tightening setup under resistance and reference a prior 128% run following a similar signal. The tone is quiet-conviction accumulation.

Read the AI verdict + X sentiment for $FTI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

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

Delivers end-to-end subsea oil and gas production systems including engineering, equipment manufacturing, installation, and field lifecycle services.

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..

What this means for $FTI

Partial — Delivers end-to-end subsea oil and gas production systems including engineering, equipment manufacturing, installation, and field lifecycle services; partial earnings exposure to oil & gas equipment & services demand dynamics through its product portfolio.

Top industry ETF

$OIHVanEck Oil Services ETF
+37.1%YTD
+62.3%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
Q2 2026Jul 30, 2026$0.91$0.80+13.6%
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%
Next earningsThu, Oct 22·consensus EPS $0.85

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.6B$10.6B – $10.8B$2.99$2.88 – $3.1516
FY27$11.3B$10.9B – $12.4B$3.54$3.08 – $4.0716
FY28$12.0B$11.4B – $13.4B$4.15$3.50 – $4.6814
FY29$12.6B$12.2B – $13.4B$4.88$4.68 – $5.319
FY30$13.1B$12.7B – $14.0B$5.63$5.39 – $6.1213

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.0.6×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.90%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.+6.2%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.+20.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 388.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.β0.745-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.

Insider activity

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

Recent transactions

BuyAug 14Eric D. MullinsDirector6.4K sh$500KSellMay 19John C OlearyDirector6.3K sh$462KSellMay 5Claire S FarleyDirector4.5K sh$336KSellMay 5Luana DuffeEVP, New Energy1.9K sh$139KSellMay 5Kay G PriestlyDirector6.0K sh$448KSellMar 24Zurquiyah Rousset SophieDirector6.3K sh$440KSellMar 10Alf MelinCFO43.6K sh$2.7MSellMar 9Jonathan LandesPresident116.2K sh$7.2MSellMar 9Luana DuffeEVP, New Energy48.0K sh$3.0MSellMar 9Alf MelinCFO83.7K sh$5.2M
1–10 of 13
+ 8 other (4 awards · 2 exempts · 1 inkind · 1 gift) 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
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 23
AI summary

A TechnipFMC plc officer (signed by Lisa P. Wang as Attorney-in-Fact) filed an initial Form 3 with no securities beneficially owned. Routine initial director/officer disclosure for TechnipFMC — no equity position.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

TechnipFMC plc elected Eric Mullins to its Board of Directors effective June 1, 2026, simultaneously expanding the board from 9 to 10 directors and adding Mullins to the Audit Committee. His compensation follows the standard non-executive director program. Routine board expansion — TechnipFMC adds independent director expertise to its Audit Committee as the oilfield services company navigates an evolving energy transition market.

8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 15 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 10-Ks) in window

Recent news

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

Abacus FCF Advisors LLC Makes New Investment in TechnipFMC plc $FTIdefenseworld.net·5d agoFTI Consulting's $390.9M Q2 Buyback Shrinks Shares but Raises Leveragezacks.com·6d agoHere's Why FMC Technologies (FTI) is a Strong Momentum Stockzacks.com·11d agoTechnipFMC Awarded Flexible Pipe Contract for Azule's West Hub Tails Projectbusinesswire.com·14d agoFTI Consulting Stock Declines 4.1% Since Q2 Earnings Beatzacks.com·20d ago

More in Oil & Gas Equipment & Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$PUMP$FET$SEI$HAL$SLB$LB$FTK$BKR
Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport