FORUM ENERGY TECHNOLOGIES, INC. (FET) Earnings History

FORUM ENERGY TECHNOLOGIES, INC. - Q3 2025 Earnings

Filed at: Oct 30, 2025, 8:00 PM EDT|Read from source

EXECUTIVE SUMMARY

Forum Energy Technologies reported a sequential revenue decline but showed improved adjusted net income and EBITDA, driven by strong order intake and cost savings. The company raised its full-year free cash flow guidance, indicating a positive outlook despite a challenging market environment.

POSITIVE HIGHLIGHTS

  • •

    Orders of $240 million with a 122% book-to-bill ratio, representing the highest backlog in over ten years.

    positive
  • •

    Adjusted EBITDA increased 13% sequentially to $23 million.

    positive
  • •

    Full year 2025 free cash flow guidance increased to $70 - $80 million.

    positive
  • •

    Share repurchases of 635 thousand shares for $15 million.

    positive
  • •

    Achieved year-end net leverage ratio of 1.3 times ahead of schedule.

    positive

CONCERNS & RISKS

  • •

    Revenue decreased 2% sequentially to $196 million.

    negative
  • •

    Reported a net loss of $21 million, or $1.76 per diluted share.

    negative
  • •

    Drilling and Completions segment revenue was flat sequentially at $117 million.

    attention
  • •

    Artificial Lift and Downhole segment revenue decreased 4% sequentially to $79 million.

    negative
  • •

    Inventory levels decreased sequentially from $265 million to $248 million, but still represent a significant portion of assets.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$196.23M
-5.6%
Prior year: $207.81M
Annual (YTD)
$589.27M
N/A
Prior year: $615.41M
Net Income
Quarterly
$-20.55M
-38.7%
Prior year: $-14.81M
Annual (YTD)
$-11.73M
N/A
Prior year: $-31.83M
EPS (Diluted)
Quarterly
$-1.76
-46.7%
Prior year: $-1.20
Annual (YTD)
$-0.97
N/A
Prior year: $-2.59
Operating Income
Quarterly
$-6.11M
-168.4%
Prior year: $8.92M
Annual (YTD)
$17.38M
N/A
Prior year: $20.05M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
20.5%
Prior Year
31.6%
YoY Change
-1114 bps
Operating Margin
Current Quarter
-3.1%
Prior Year
4.3%
YoY Change
-740 bps
Net Margin
Current Quarter
-10.5%
Prior Year
-7.1%
YoY Change
-334 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q3 2025 2025

VISUAL OVERVIEW

|
Drilling and Completions
0.0%
N/A
Artificial Lift and Downhole
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Drilling and Completions
N/A———
Artificial Lift and Downhole
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

Q4 2025

Adjusted EBITDA
19,000,000—23,000,000
Mid-point: 21,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q3 2025
Asset impairments and restructuring costs
Adjusted for $22 million of asset impairments and restructuring costs
+$22M
Q3 2025
Tax valuation allowance reserve
Adjusted for $5 million of tax valuation allowance reserve
+$5M
Q3 2025
Sale leaseback transaction gain
Partially offset by $4 million of sale leaseback transaction gain
+$4M
Total Impact
+$31M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Our team achieved another strong quarter, demonstrating why FET is a great company and even better investment.

— FORUM ENERGY TECHNOLOGIES, INC., Q3 2025 2025 Earnings Call

Our ‘Beat the Market’ strategy drove strong bookings and meaningful backlog growth.

— FORUM ENERGY TECHNOLOGIES, INC., Q3 2025 2025 Earnings Call

By utilizing our global footprint, we generated strong bookings in the offshore and international markets, increasing backlog 21%.

— FORUM ENERGY TECHNOLOGIES, INC., Q3 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Annualized Cost Savings Target
15.0M
dollars
Backlog
N/A
+21.0% YoY
percentage
Book To Bill Ratio
1.2
+23.2% YoY
Prior year: 1.0
ratio
Net Leverage Ratio
1.3
times
Orders
240.0M
+16.6% YoY
Prior year: 205.8M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.