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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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SBM Offshore (SBMO) investor relations material
SBM Offshore Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Revenue rose 26% year-over-year to $2.3 billion, with EBITDA up 10% to $682 million for H1 2025.
Three major FPSOs (Almirante Tamandaré, Alexandre de Gusmão, ONE GUYANA) delivered or nearing first oil, expanding fleet to 17 units with 2.7 million barrels/day capacity.
Net income attributable to shareholders increased to $274 million, more than doubling year-over-year.
Record production in Guyana, with output set to exceed 900,000 barrels/day after debottlenecking.
Portfolio rationalization continued with FPSO divestments and new O&M agreements in Suriname.
Financial highlights
Revenue for 1H 2025: $2.3 billion (+26% year-over-year); EBITDA: $682 million (+10%).
Net cash backlog at $9 billion, with total revenue backlog at $33.2 billion.
Net debt decreased to $5.6 billion from $5.7 billion, with deleveraging trend expected to continue.
Lease and Operate revenue declined 16% to $988 million due to asset sales and contract transitions.
Turnkey segment revenue more than doubled to $1.3 billion, with gross margin at 21%.
Outlook and guidance
Full-year 2025 revenue guidance raised to above $5 billion and EBITDA to above $1.6 billion.
On track to deliver minimum $1.7 billion in shareholder returns from 2025 to 2030.
Strong pipeline with 46 potential contract awards in next three years.
Expecting average annual free cash flow of $470 million through 2030.
Additional growth opportunities supported by sale and operate model.
Explain the drivers behind the increased 2025 guidance.
Assess the impact of ONE GUYANA's lease terms.
Detail the status of Fast4Ward MPF hull program.
Assess deepwater market's resilience.
Explain the impact of parity sale.
Detail Ocean Infrastructure concepts.
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Next SBM Offshore earnings date
Q3 2025 TU13 Nov, 2025
Next SBM Offshore earnings date
Q3 2025 TU13 Nov, 2025
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Frequently asked questions
SBM Offshore N.V. is a global leader in delivering floating production solutions to the offshore energy industry. The company specializes in the design, supply, installation, operation, and life extension of Floating Production, Storage and Offloading (FPSO) vessels. SBM Offshore operates across both hydrocarbon and renewable market segments, offering a range of services from leasing and operation of oil and gas production facilities to providing turnkey solutions for Catenary Anchor Leg Mooring (CALM) buoys, swivels, mooring systems, fluid transfer systems, and offloading systems. With a history dating back to 1969 when it was established as a specialist in single buoy moorings, the company has evolved to meet the changing needs of the offshore energy sector, including a focus on renewable energy solutions through its dedicated New Energies & Services (NES) division. SBM Offshore's innovative approach to offshore energy solutions underscores its commitment to safe, sustainable, and affordable energy. The company is headquartered in Schiphol, Netherlands, and its shares are listed on the Euronext Amsterdam.
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