TechnipFMC plc (FTI) Earnings History

TechnipFMC plc - Q1 2026 EarningsBeat

Filed at: Apr 30, 2026, 6:46 AM EDT|Read from source

EXECUTIVE SUMMARY

TechnipFMC reported a solid start to 2026 with strong operational performance and execution, driven by robust Subsea segment activity. The company demonstrated healthy free cash flow generation and significant shareholder distributions, positioning it well to achieve its full-year financial targets.

POSITIVE HIGHLIGHTS

  • Revenue increased 11.6% year-over-year to $2,492.7 million, driven by strong performance in the Subsea segment.

    positive
  • Net income attributable to TechnipFMC plc increased 83.5% year-over-year to $260.5 million, or $0.64 per diluted share.

    positive
  • Adjusted EBITDA increased 35.5% year-over-year to $466.0 million, with an adjusted EBITDA margin of 18.7%.

    positive
  • Free cash flow was $276.9 million, demonstrating strong cash generation capabilities.

    positive
  • Total shareholder distributions of $284.7 million, including share repurchases of $264.8 million, highlighting commitment to returning capital.

    positive

CONCERNS & RISKS

  • Inbound orders decreased 30.3% year-over-year to $2,152.4 million, with a significant decline in the Subsea segment (-31.7%).

    negative
  • Surface Technologies revenue decreased 11.9% sequentially and 4.4% year-over-year to $284.3 million, impacted by project timing in the Middle East.

    negative
  • Surface Technologies operating profit margin decreased 130 basis points sequentially to 13.0%.

    attention
  • Backlog decreased 0.6% sequentially to $16,468.0 million, with a 0.4% decrease in Subsea backlog.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$2.49B
+11.6%
Prior year: $2.23B
Net Income
Quarterly
$260.50M
+83.5%
Prior year: $142.00M
EPS (Diluted)
Quarterly
$0.64
+93.9%
Prior year: $0.33
Operating Income
Quarterly
$386.10M
+38.8%
Prior year: $278.10M
EPS (Basic)
Quarterly
$0.65
+91.2%
Prior year: $0.34

MARGIN ANALYSIS

Operating Margin
Current Quarter
15.5%
Prior Year
12.5%
YoY Change
+300 bps
Net Margin
Current Quarter
10.5%
Prior Year
6.4%
YoY Change
+410 bps

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

REVENUE BY SEGMENT — Q1 2026 2026

VISUAL OVERVIEW

|
Subsea
0.0%
N/A
Surface Technologies
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Subsea
N/A
Surface Technologies
N/A
Total Revenue$0.00M100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

Revenue
$9200000.0B$9600000.0B
Mid-point: $9400000.0B
"No updates to previous guidance."
Subsea Adjusted EBITDA margin
21.0%22.0%
Mid-point: 21.5%
"No updates to previous guidance."
Surface Technologies Adjusted EBITDA margin
16.5%18.0%
Mid-point: 17.3%
"No updates to previous guidance."
Free cash flow
1,300,000,0001,450,000,000
Mid-point: 1,375,000,000
"No updates to previous guidance."

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

EARNINGS CALL —

Call date
2026-04-30
Tone
N/A
Hedge density
N/A
Deflection rate
N/A

SPECIAL ITEMS & ADJUSTMENTS

Q1 2026
Restructuring, impairment and other charges
Tax impact of charges and credits was $(0.2) million.
+$0.6M
$0.00 per share

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 quarterly results reflect strong operational performance throughout the Company, driven by solid execution. This early momentum positions us well to achieve our full-year financial targets.

TechnipFMC plc, Q1 2026 2026 Earnings Call

Subsea orders in the quarter were $1.9 billion, driven by robust services and unannounced project activity. Importantly, we see a strengthening trend in order activity as we move through the year, supporting our confidence in achieving $10 billion of Subsea orders in 2026.

TechnipFMC plc, Q1 2026 2026 Earnings Call

The significant impacts to both security and energy supply resulting from the conflict are likely to have lasting impacts on the perceived risk assigned to the region. We believe this builds further momentum in the ongoing shift in capital flows toward offshore developments.

TechnipFMC plc, Q1 2026 2026 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

Backlog
16468.0M
+4.1% YoY
Prior year: 15816.0M
Inbound orders
2152.4M
-30.3% YoY
Prior year: 3089.1M

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