Q4 25 EPS
$0.70
BEAT +35.48%
Est. $0.52
Q4 25 Revenue
$2.52B
MISS 0.92%
Est. $2.54B
vs S&P Since Q4 25
+3.1%
BEATING MARKET
FTI +11.9% vs S&P +8.8%
Full Year 2025 Results
FY 25 EPS
$2.45
BEAT +7.27%
Est. $2.28
FY 25 Revenue
$9.93B
MISS 0.25%
Est. $9.96B
Market Reaction
Did FTI Beat Earnings? Q4 2025 Results
TechnipFMC closed out fiscal 2025 with a decisive earnings beat, posting Q4 adjusted diluted EPS of $0.70 against a consensus estimate of $0.51, a 37.80% beat, even as revenue of $2.52 billion came in just under the $2.54 billion estimate, reflecting… Read more TechnipFMC closed out fiscal 2025 with a decisive earnings beat, posting Q4 adjusted diluted EPS of $0.70 against a consensus estimate of $0.51, a 37.80% beat, even as revenue of $2.52 billion came in just under the $2.54 billion estimate, reflecting a modest 0.97% miss on the top line while still growing 5.4% year-over-year. The standout driver was the Subsea segment, where full-year adjusted EBITDA margin expanded to 20.1% from 16.7% in 2024, underpinned by a record $10.06 billion in inbound orders and a growing mix of direct awards and iEPCI contracts that management says reduces execution risk. Major Q4 wins, including bp's Tiber 20K deepwater project in the Gulf of America, helped push the Subsea opportunity pipeline to roughly $29 billion, its sixth consecutive quarterly increase. Looking ahead, TechnipFMC raised its 2026 Subsea revenue guidance to $9.20–$9.60 billion with adjusted EBITDA margin of 21–22%, while shares have recently traded near 52-week highs, reflecting investor confidence in the company's deepwater-focused growth trajectory.
Key Takeaways
- • Subsea revenue growth of 7.1% YoY driven by higher offshore activity
- • Full-year adjusted EBITDA excluding FX grew 33% year-over-year
- • iEPCI, direct awards, and Subsea Services accounted for more than 80% of Subsea inbound
- • Surface Technologies operating profit margin improved 310 bps sequentially to 14.3% from Middle East services and operational efficiencies
- • Backlog grew 15.3% year-over-year to $16.6 billion
FTI YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
FTI Revenue by Segment
With YoY comparisons, source: SEC Filings
“I am very proud to report our strong quarterly and full-year results, as we closed out 2025 with solid operational momentum. Total Company inbound for the year was $11.2 billion, driving growth in backlog to $16.6 billion.”
— Doug Pferdehirt, Q4 2025 Earnings Press Release
FTI Earnings Trends
FTI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FTI EPS Trend
Earnings per share: estimate vs actual
FTI Revenue Trend
Quarterly revenue: estimate vs actual
FTI Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.56 | $0.64 | +14.33% | $2.49B | -1.21% |
| Q4 25 BEAT FY | $0.52 | $0.70 | +35.48% | $2.52B | -0.92% |
| FY Full Year | $2.28 | $2.45 | +7.27% | $9.93B | -0.25% |
| Q3 25 BEAT | $0.66 | $0.75 | +13.74% | $2.65B | +1.33% |
| Q2 25 BEAT | $0.58 | $0.68 | +17.95% | $2.53B | +1.97% |
| Q1 25 MISS | $0.37 | $0.33 | -9.98% | $2.23B | -0.81% |