Subsea 7 S.A.
$33.88+4.6%1Y+74.4%
Mentions · last 7 days
2
Price updated 5h ago·X counts updated 3h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Oil & Gas Equipment & Services sits in its cycle right now — and what that implies for $SUBCY.
Oil & Gas Equipment & Services
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$0.64+32.8%
Q1 2026Apr 30, 2026$0.34$0.37-7.6%
Q4 2025Feb 26, 2026$0.49$0.60-18.7%
Q3 2025Nov 20, 2025$0.38$0.45-16.3%
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+4.9%19.4%14.7%$0.49$738.9M
Q3 FY25$1.8B+0.3%16.0%12.6%$0.38$236.0M
Q2 FY25$1.8B+1.0%14.5%10.6%$0.45$246.3M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$7.7B$7.5B – $7.8B$2.32$2.25 – $2.379
FY27$7.8B$7.7B – $8.0B$2.52$2.45 – $2.589
FY28$7.9B$7.7B – $8.0B$2.52$2.46 – $2.583
FY29$9.3B$9.1B – $9.5B$3.44$3.35 – $3.524
FY30$8.0B$7.9B – $8.2B$3.14$3.05 – $3.214
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.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.-5.6%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.+18.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 296.1M 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.β0.595-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.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Subsea 7 S.A. (SUBCY) Q2 2026 Earnings Call TranscriptSaipem, Subsea 7 deal may lead to price hikes, EU antitrust regulators warnTurkey's competition authority approves Saipem's merger with Subsea7Saipem, Subsea 7 deal faces EU antitrust investigation, sources sayAustralia orders in-depth review of Exxon-opposed Subsea7-Saipem merger
In themes
Explore the broader themes this ticker is being talked about under.
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