TechnipFMC Q4 Forecast $0.51 EPS, Subsea Revenues +8.7% as CCUS Valve Launch Spurs Demand
TechnipFMC is set to report Q4 FY25 results on Feb. 19 with analysts forecasting $0.51 EPS on $2.55 billion in revenues and 8.7% subsea segment growth to $2.2 billion backed by a $16.8 billion backlog. Halliburton’s launch of an XTR CS wireline-retrievable CO2 injection valve underscores rising subsea demand that could benefit TechnipFMC’s offshore equipment business.
1. Q4 Fiscal 2025 Earnings Preview
TechnipFMC will release its fourth-quarter fiscal 2025 results on February 19 before markets open, with consensus estimates calling for $0.51 earnings per share on $2.55 billion in revenues, reflecting a 5.6% year-over-year EPS decline and 7.6% revenue growth.
2. Q3 Segment Performance and Backlog
In Q3, TechnipFMC delivered $0.75 adjusted EPS versus a $0.65 estimate and $2.6 billion in revenues, driven by strong Subsea segment results; the company entered Q4 with a $16.8 billion project backlog supporting near-term activity.
3. Halliburton’s XTR CS CO2 Valve Launch
Halliburton introduced the XTR CS wireline-retrievable safety valve engineered for CO2 injection wells in CCUS projects, featuring a non-elastomeric design for ultra-low temperatures, high injection rates and simplified deployment without hydraulic controls.
4. Subsea Market and TechnipFMC Outlook
The advent of advanced CCUS completion tools signals growing subsea technology demand; TechnipFMC’s integrated engineering and subsea equipment offerings stand to gain from increased CO2 injection projects and broader offshore energy investments.