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TechnipFMC
TechnipFMC (FTI) investor relations material
TechnipFMC Goldman Sachs Energy, CleanTech & Utilities Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Energy, CleanTech & Utilities Conference summary6 Jan, 2026
Strategic focus and business model evolution
Emphasis on continued growth in subsea revenue and EBITDA margin for 2026, with high confidence in compounding EBITDA growth.
Transformation over the past decade focused on reducing cycle time, improving project returns, and sharing economic value with customers.
Subsea 2.0 architecture and integrated projects (iEPCI) have driven efficiency, certainty, and increased capital flows to offshore markets.
80% of business is directly awarded, reflecting strong differentiation and customer trust.
The company’s model is proven and accepted, with significant runway for further improvement.
Market outlook and regional opportunities
Offshore market is in early stages of renewed growth, with increasing capital flows and opportunity-rich regions.
Key growth areas include Brazil’s Equatorial Margin, Guyana, Suriname, West Africa, Eastern Mediterranean, Mozambique, Norwegian North Sea, Indonesia, Gulf of Mexico, and Namibia.
No current concerns regarding Brazil’s activity levels or budget constraints.
Offshore project economics now outperform U.S. unconventionals, driving customer order flows.
Life of Field services and brownfield opportunities are expanding, supported by innovation and electric subsea infrastructure.
Operational efficiency and technology adoption
Subsea 2.0 orders now represent over 50% of total, with adoption approaching 100% due to strong customer retention.
Only a third of potential efficiency gains have been realized; significant opportunity remains in umbilicals, risers, flow lines, and installation processes.
Lean methodology and cultural change drive ongoing internal optimization and margin expansion.
Advanced robotics enable in situ subsea repairs, reducing downtime from months to days.
Electric actuation is enabling longer tiebacks and more efficient brownfield expansions.
Subsea 2.0 beyond seabed: impact on cycle time
Quantify value of in-situ subsea repair capability
Electric subsea infrastructure: key adoption drivers
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Next TechnipFMC earnings date
Q4 202519 Feb, 2026
TechnipFMC
Next TechnipFMC earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
TechnipFMC PLC is a global energy services company specializing in the design, engineering, and installation of subsea and surface technologies for the oil and gas industry. It operates primarily through two business segments: Subsea and Surface Technologies. The Subsea division provides solutions across the full lifecycle of subsea fields, including subsea production systems, risers, flowlines, and well intervention services. The Surface Technologies division focuses on onshore and shallow water projects, offering equipment for drilling, production, and flow measurement. The company is headquartered in London, UK, and its shares are listed on the NYSE.
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