Technip Energies(TE)株式概要テクニップ・エナジーズN.V.は、その子会社とともに、ヨーロッパ、中央アジア、アジア太平洋、アフリカ、中東、アメリカ大陸におけるエネルギー転換のためのエンジニアリングおよびテクノロジー企業として事業を展開しています。 詳細TE ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績2/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より49.2%で取引されている 収益は年間14.09%増加すると予測されています アナリストらは、株価が23.9%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、TE 、リスクは検出されなかった。すべてのリスクチェックを見るTE Community Fair Values Create NarrativeSee what 38 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN17.2% undervaluedAnalystConsensusTarget•28d agoShare Momentum Will Accelerate With Diversified LNG And Decarbonization Contracts164022AN33.5% undervaluedAnalystHighTarget•3d agoDecarbonization And Hydrogen Will Drive Global Megaproject Expansion2600AN11.1% overvaluedAnalystLowTarget•2mo agoNarrowing EPC Markets And LNG Volatility Will Threaten Legacy Projects2700Top Analyst NarrativesAN17.2% undervaluedAnalystConsensusTarget•28d agoShare Momentum Will Accelerate With Diversified LNG And Decarbonization Contracts164022AN33.5% undervaluedAnalystHighTarget•3d agoDecarbonization And Hydrogen Will Drive Global Megaproject Expansion2600AN11.1% overvaluedAnalystLowTarget•2mo agoNarrowing EPC Markets And LNG Volatility Will Threaten Legacy Projects2700View all narrativesTechnip Energies N.V. 競合他社VallourecSymbol: ENXTPA:VKMarket cap: €5.5bViridien Société anonymeSymbol: ENXTPA:VIRIMarket cap: €833.9mGaztransport & TechnigazSymbol: ENXTPA:GTTMarket cap: €7.5bEtablissements Maurel & PromSymbol: ENXTPA:MAUMarket cap: €2.0b価格と性能株価の高値、安値、推移の概要Technip Energies過去の株価現在の株価€35.7652週高値€42.8252週安値€30.80ベータ0.621ヶ月の変化-9.28%3ヶ月変化5.99%1年変化12.03%3年間の変化88.81%5年間の変化182.91%IPOからの変化181.57%最新ニュースナラティブの更新 • May 18TE: LNG Contracts And Buybacks Will Support Future Earnings Re RatingThe analyst fair value estimate for Technip Energies has moved from €49.00 to about €53.78, reflecting a series of recent price target increases from several firms, alongside differing views on the stock’s rating and future P/E assumptions. Analyst Commentary Bullish analysts are clustering around higher price targets for Technip Energies, which feeds into the updated fair value estimate.ライブニュース • May 16Technip Energies Advances With Major Commonwealth LNG EPC Contract in LouisianaTechnip Energies has received Full Notice To Proceed for a major EPC contract with Commonwealth LNG in Louisiana, following the project's Final Investment Decision. The contract covers delivery of six LNG liquefaction trains using Technip Energies’ SnapLNG modular and scalable solution. Full project execution will now move ahead, transitioning from initial activities to full-scale implementation. This FNTP shifts the Commonwealth LNG project from planning into execution, which typically means a clearer line of sight on project-related revenue phasing and operational commitments for Technip Energies. Investors may want to watch how project execution progresses, including any updates on timelines, costs, and operational performance of the SnapLNG technology at scale.Major Estimate Revision • May 11Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €8.34b to €8.06b. EPS estimate also fell from €2.62 per share to €2.26 per share. Net income forecast to grow 26% next year vs 29% growth forecast for Energy Services industry in France. Consensus price target broadly unchanged at €44.18. Share price fell 4.9% to €36.80 over the past week.Upcoming Dividend • May 11Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of French dividend payers (5.5%). Lower than average of industry peers (4.2%).お知らせ • May 09Technip Energies N.V. has filed a Follow-on Equity Offering in the amount of €139.23 million.Technip Energies N.V. has filed a Follow-on Equity Offering in the amount of €139.23 million. Security Name: Shares Security Type: Common Stock Securities Offered: 3,570,000 Price\Range: €39お知らせ • May 07Technip Energies N.V. Approves Dividend Outstanding Ordinary Share for the 2025 Financial Year, Payable on May 20, 2026Technip Energies N.V. at its AHM held on May 5, 2026 approved dividend of EUR 1.00 per outstanding ordinary share for the 2025 financial year. Ex-dividend date: May 18, 2026 (American Depositary Receipts: May 15, 2026); Record date for dividend eligibility May 19, 2026 (American Depositary Receipts: May 15, 2026); Payment of cash dividend: May 20, 2026 (American Depositary Receipts: June 18, 2026).最新情報をもっと見るRecent updatesナラティブの更新 • May 18TE: LNG Contracts And Buybacks Will Support Future Earnings Re RatingThe analyst fair value estimate for Technip Energies has moved from €49.00 to about €53.78, reflecting a series of recent price target increases from several firms, alongside differing views on the stock’s rating and future P/E assumptions. Analyst Commentary Bullish analysts are clustering around higher price targets for Technip Energies, which feeds into the updated fair value estimate.ライブニュース • May 16Technip Energies Advances With Major Commonwealth LNG EPC Contract in LouisianaTechnip Energies has received Full Notice To Proceed for a major EPC contract with Commonwealth LNG in Louisiana, following the project's Final Investment Decision. The contract covers delivery of six LNG liquefaction trains using Technip Energies’ SnapLNG modular and scalable solution. Full project execution will now move ahead, transitioning from initial activities to full-scale implementation. This FNTP shifts the Commonwealth LNG project from planning into execution, which typically means a clearer line of sight on project-related revenue phasing and operational commitments for Technip Energies. Investors may want to watch how project execution progresses, including any updates on timelines, costs, and operational performance of the SnapLNG technology at scale.Major Estimate Revision • May 11Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €8.34b to €8.06b. EPS estimate also fell from €2.62 per share to €2.26 per share. Net income forecast to grow 26% next year vs 29% growth forecast for Energy Services industry in France. Consensus price target broadly unchanged at €44.18. Share price fell 4.9% to €36.80 over the past week.Upcoming Dividend • May 11Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of French dividend payers (5.5%). Lower than average of industry peers (4.2%).お知らせ • May 09Technip Energies N.V. has filed a Follow-on Equity Offering in the amount of €139.23 million.Technip Energies N.V. has filed a Follow-on Equity Offering in the amount of €139.23 million. Security Name: Shares Security Type: Common Stock Securities Offered: 3,570,000 Price\Range: €39お知らせ • May 07Technip Energies N.V. Approves Dividend Outstanding Ordinary Share for the 2025 Financial Year, Payable on May 20, 2026Technip Energies N.V. at its AHM held on May 5, 2026 approved dividend of EUR 1.00 per outstanding ordinary share for the 2025 financial year. Ex-dividend date: May 18, 2026 (American Depositary Receipts: May 15, 2026); Record date for dividend eligibility May 19, 2026 (American Depositary Receipts: May 15, 2026); Payment of cash dividend: May 20, 2026 (American Depositary Receipts: June 18, 2026).Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.48 (vs €0.57 in 1Q 2025)First quarter 2026 results: EPS: €0.48 (down from €0.57 in 1Q 2025). Revenue: €1.79b (down 2.0% from 1Q 2025). Net income: €84.5m (down 18% from 1Q 2025). Profit margin: 4.7% (down from 5.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Observer John O'Higgins was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.ナラティブの更新 • Apr 24TE: Energy Transition Backlog And New Contracts Will Shape Balanced Future MarginsTechnip Energies' updated analyst price target edges higher by roughly €0.40, with analysts pointing to refreshed assumptions on revenue growth, profit margins, and a lower future P/E multiple. This is supported by a series of recent target increases and rating changes from major banks.ナラティブの更新 • Apr 08TE: LNG Contract Wins And Buybacks Will Support Future Re RatingTechnip Energies' updated analyst price targets, with recent changes such as JPMorgan moving to €48 and Morgan Stanley to €32.60, reflect a reassessment of the shares that analysts link to slight shifts in growth, profitability assumptions and sector positioning rather than a major change in fair value. The fair value remains at €49.ナラティブの更新 • Mar 25TE: LNG And SAF Contract Wins Will Support Future Re RatingAnalysts have nudged their price targets on Technip Energies higher, with recent moves from €32.20 to €32.60 and from €44 to €48, helping to underpin a refreshed valuation view tied to updated assumptions on growth, margins and future P/E expectations. Analyst Commentary Recent research points to a mixed but generally constructive stance on Technip Energies, with several bullish analysts adjusting price targets higher and one major bank assigning a more positive rating.お知らせ • Mar 18Technip Energies N.V. (ENXTPA:TE) announces an Equity Buyback for 5,000,000 shares, for €150 million.Technip Energies N.V. (ENXTPA:TE) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, for €150 million. The company will use €120 million to purchase common shares for cancellation and up to €30 million to be used to fulfil the Company’s obligations under equity compensation plans. The repurchase price will be subject to a maximum price equal to the higher the price of the last independent transaction and the highest current independent purchase bid on the regulated market of Euronext Paris, and any other conditions that may be agreed with the intermediary. All repurchased shares will be held as treasury stock. The program will run until November 6, 2026, if the authority is not renewed at upcoming AGM and till December 31, 2026, if the authority is renewed. As of February 28, 2026, the company had 2,743,745 treasury shares.ナラティブの更新 • Mar 10TE: Major LNG And SAF Contracts Will Support Future Re Rating PotentialAnalysts have lifted their blended price target for Technip Energies to €48, with some highlighting stronger projected revenue growth and a slightly richer future P/E multiple, while also factoring in lower profit margin assumptions and a modestly higher discount rate. Analyst Commentary Recent Street research on Technip Energies shows a mix of views, but the latest pricing work leans toward a more constructive stance, with some major firms marking price targets closer to €48.Declared Dividend • Mar 02Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 27Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €2.04 (down from €2.21 in FY 2024). Revenue: €7.20b (up 7.2% from FY 2024). Net income: €363.8m (down 6.9% from FY 2024). Profit margin: 5.1% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 6.0%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 27+ 1 more updateTechnip Energies N.V. Announces Board RetirementsTechnip Energies N.V. announced that Mr. Joseph Rinaldi, current Chair of the Board of Directors (the “Board”), has informed the Board of his intention to retire at the end of his current term immediately following the 2026 Annual General Meeting (“2026 AGM”) and will not seek reappointment at the 2026 AGM. Mr. Francesco Venturini who has also announced that he will not seek reappointment to the Board this year.お知らせ • Feb 26+ 1 more updateTechnip Energies N.V. Provides Earnings Guidance for the Year 2026Technip Energies N.V. provided earnings guidance for the year 2026. For the year, the company expects Project Delivery revenue of €6.3 billion - €6.7 billion and Technology, Product & Services revenue: €2.0 billion - €2.2 billion.ナラティブの更新 • Feb 24TE: New Energy Contracts And Cautious Ratings Will Shape Balanced OutlookAnalysts have reduced their price target on Technip Energies from €35.00 to €32.20. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.お知らせ • Feb 19Technip Energies N.V. Announces Appointment of Jesse Stanley as President, Technologies & Products and New Executive Committee Composition, Effective March 16, 2026Technip Energies N.V. announced the appointment of Jesse Stanley as President, Technologies & Products (T&P) Business Unit and member of the Executive Committee, effective March 16, 2026. Jesse Stanley, previously President, Operations Americas at Wood plc since 2024, will be joining Technip Energies as President, Technologies & Products and member of the Executive Committee. In this role, she will lead the company’s technologies and products offering, accelerating innovation, strengthening its differentiated technology portfolio, and delivering on Technip Energies’ strategic ambition for T&P’s business growth. A graduate of the University of Cambridge and Stanford Graduate School of Business, Jesse Stanley began her career in consulting with Accenture in Germany from 2005 to 2007. She then joined Shell plc in 2007, where she held various positions across logistics, global sales and marketing in Europe and Asia until 2016. From 2017 to 2019, she served as Senior Strategy Advisor in Group Corporate Strategy at Shell in the Netherlands. She then moved to the USA and was subsequently appointed General Manager, Unconventionals Commercial from 2019 to 2020, Vice President Pipeline Operations from 2020 to 2021 and Chief Operating Officer for Shell Energy Trading Americas from 2021 to 2024. Following this appointment, the new Executive Committee of Technip Energies is composed of: Arnaud Pieton, Chief Executive Officer; Marco-Tiziano Barone, Chief Legal Officer; Magali Castano, Chief People Officer; Loïc Chapuis, President Project Delivery & Services; Patrik Frisk, President Adjacent Business Models and Chief Executive Officer of Reju; Benjamin Lechuga, Chief Strategy & Sustainability Officer; Jesse Stanley, President Technologies & Products; Bruno Vibert, Chief Financial Officer. Effective date: March 16, 2026.ナラティブの更新 • Feb 09TE: Project Wins And Egypt Partnership Will Support Future Re Rating PotentialAnalysts have trimmed their price expectations for Technip Energies by around €6 to about €32, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E following recent target cuts from major banks. Analyst Commentary Recent research points to a more conservative set of expectations for Technip Energies, with price targets now clustering around €32.分析記事 • Feb 08Capital Allocation Trends At Technip Energies (EPA:TE) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...ナラティブの更新 • Jan 22TE: Recent Contract Wins Will Support Future Re Rating PotentialOur price target on Technip Energies moves slightly lower to €49.00 from €50.00, as analysts factor in updated assumptions on growth, margins and discount rates following a series of recent target cuts and one upgrade in Street research. Analyst Commentary Recent Street research on Technip Energies has been mixed, but there are clear pockets of optimism that support a constructive view on the shares.お知らせ • Jan 13+ 3 more updatesTechnip Energies N.V. to Report Fiscal Year 2025 Results on Feb 26, 2026Technip Energies N.V. announced that they will report fiscal year 2025 results at 7:30 AM, Central European Standard Time on Feb 26, 2026ナラティブの更新 • Jan 08TE: Raising Fair Value As New Contracts And Mixed Ratings Shape OutlookWe are lifting our analyst price target on Technip Energies from €33 to €35 as analysts factor in updated assumptions on growth, profitability and P/E multiples, supported by a mix of recent target revisions from firms setting price objectives between €35 and €50 and ratings that range from Neutral to Buy. Analyst Commentary Recent Street research on Technip Energies highlights a mix of higher and lower price targets, with views ranging from Neutral to Buy.お知らせ • Jan 02Technip Energies N.V. (ENXTPA:TE) acquired Advanced Materials & Catalysts Segment of Ecovyst Inc.Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million on September 10, 2025. The transaction represents a 9.8x EBITDA multiple on the segment's Adjusted EBITDA for the year ended December 31, 2024. Advanced Materials & Catalysts had a revenue of $223 million and EBITDA of $57 million for 2024. The closing of the transaction is subject to pending regulatory approvals, antitrust approval, satisfaction of customary closing conditions and approval by Ecovyst Board. Transaction has been approved by Ecovyst Board and is anticipated in the first quarter of 2026. Lazard, Inc. is serving as financial advisor, and Tara Fisher and Craig Marcus of Ropes & Gray LLP and Babst, Calland, Clements and Zomnir, PC is serving as legal advisor to Ecovyst. Evercore Inc. is serving as financial advisor, and Tull Florey of Gibson, Dunn & Crutcher LLP is serving as legal advisor to Technip Energies. EY-Parthenon as Financial and Tax advisor to Technip Energies. On January 2, 2026, it was announced that the Company expects net proceeds after taxes and transaction expenses to be approximately $530 million, resulting in a Net Debt Leverage Ratio below 1.5x. As part of the closing, the Company used $465 million of the net proceeds to pay down its Term Loan. Technip Energies N.V. (ENXTPA:TE) completed the acquisition of Advanced Materials & Catalysts Segment of Ecovyst Inc. on January 2, 2026.分析記事 • Dec 30Does Technip Energies (EPA:TE) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...ナラティブの更新 • Dec 24TE: Energy Transition Project Backlog Will Drive Future Margin UpsideAnalysts have trimmed their price target on Technip Energies slightly to about EUR 42.80 from EUR 43. This reflects marginally softer revenue growth assumptions, offset by modestly improved margin expectations and still supportive recent target revisions across the Street.ナラティブの更新 • Dec 09TE: Energy Transition Contracts Will Drive Future Upside In Share PriceAnalysts have nudged their fair value estimate for Technip Energies slightly higher, to approximately EUR 43 from about EUR 42.70, citing a blend of modestly stronger long term revenue growth expectations and higher future valuation multiples, despite mixed recent price target revisions across the Street. Analyst Commentary Sell side sentiment on Technip Energies remains constructive overall, with a mix of target price increases and trims that net out to a slightly higher implied fair value.分析記事 • Dec 03Why We're Not Concerned About Technip Energies N.V.'s (EPA:TE) Share PriceIt's not a stretch to say that Technip Energies N.V.'s ( EPA:TE ) price-to-earnings (or "P/E") ratio of 14.5x right now...ナラティブの更新 • Nov 25TE: Recent Contract Wins And Index Inclusion Will Drive Share Price HigherTechnip Energies' analyst price target has been revised slightly lower to EUR 42.69, as analysts cite modest adjustments to growth and profitability expectations based on updated sector performance and recent research trends. Analyst Commentary Recent street research on Technip Energies reveals a dynamic mix of optimism and caution from analysts, as the company navigates evolving sector trends.ナラティブの更新 • Nov 08TE: Market Position Will Strengthen With Major New Project Wins This YearTechnip Energies' analyst price target has been revised downward slightly, from €43.46 to €42.69. Analysts cite modest reassessments of revenue growth and profit margin expectations as reasons for the change.ナラティブの更新 • Oct 25Share Momentum Will Accelerate With Diversified LNG And Decarbonization ContractsThe analyst price target for Technip Energies has increased from €42.85 to €43.46. This reflects updated expectations for higher revenue growth and improved profit margins, as cited by analysts in recent outlooks.分析記事 • Oct 24Technip Energies N.V. (EPA:TE) Shares Could Be 40% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Technip Energies is €62.10 based on 2 Stage Free Cash Flow to Equity Technip...ナラティブの更新 • Oct 11Decarbonization Orders And LNG Expansion Will Drive Global DiversificationTechnip Energies' analyst price target has been increased modestly from €41.77 to €42.85. Analysts cite continued improvements in fair value estimates and steady growth prospects as their rationale.分析記事 • Oct 07With EPS Growth And More, Technip Energies (EPA:TE) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Oct 02Technip Energies N.V. to Report Nine Months, 2025 Results on Oct 30, 2025Technip Energies N.V. announced that they will report nine months, 2025 results on Oct 30, 2025ナラティブの更新 • Sep 27Decarbonization Orders And LNG Expansion Will Drive Global DiversificationAnalysts have raised their price target for Technip Energies to €41.77, citing improved sector sentiment, a stronger order backlog, and superior growth prospects versus peers, though some caution remains regarding valuation after recent outperformance. Analyst Commentary Bullish analysts highlight Technip Energies’ attractive self-help levers and superior growth prospects compared to peers in European oilfield services.分析記事 • Sep 24We Think Technip Energies (EPA:TE) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Sep 12Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million.Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million on September 10, 2025. The transaction represents a 9.8x EBITDA multiple on the segment's Adjusted EBITDA for the year ended December 31, 2024. Advanced Materials & Catalysts had a revenue of $223 million and EBITDA of $57 million for 2024. The closing of the transaction is subject to pending regulatory approvals, antitrust approval, satisfaction of customary closing conditions and approval by Ecovyst Board. Transaction has been approved by Ecovyst Board and is anticipated in the first quarter of 2026. Lazard, Inc. is serving as financial advisor, and Tara Fisher and Craig Marcus of Ropes & Gray LLP is serving as legal advisor to Ecovyst. Evercore Inc. is serving as financial advisor, and Tull Florey of Gibson, Dunn & Crutcher LLP is serving as legal advisor to Technip Energies. EY-Parthenon as Financial and Tax advisor to Technip Energies.Price Target Changed • Aug 11Price target increased by 9.3% to €38.08Up from €34.83, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of €40.02. Stock is up 94% over the past year. The company is forecast to post earnings per share of €2.34 for next year compared to €2.21 last year.分析記事 • Aug 11Why We're Not Concerned About Technip Energies N.V.'s (EPA:TE) Share PriceENXTPA:TE 1 Year Share Price vs Fair Value Explore Technip Energies's Fair Values from the Community and select yours...ナラティブの更新 • Aug 06Decarbonization Orders And LNG Expansion Will Drive Global DiversificationDespite a notable reduction in consensus revenue growth forecasts, Technip Energies’ consensus analyst price target has been revised upward from €34.17 to €35.92. What's in the News Awarded a major EPC contract by Commonwealth LNG for a 9.5 Mtpa LNG facility in Louisiana, utilizing modular SnapLNG by T.ENTM technology; award pending Final Investment Decision and not yet in backlog.Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.49 (down from €0.53 in 2Q 2024). Revenue: €1.77b (up 15% from 2Q 2024). Net income: €86.7m (down 9.3% from 2Q 2024). Profit margin: 4.9% (down from 6.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 28Here's What's Concerning About Technip Energies' (EPA:TE) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Buy Or Sell Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock has risen 23% to €37.04. The fair value is estimated to be €46.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.分析記事 • Jul 14Calculating The Fair Value Of Technip Energies N.V. (EPA:TE)Key Insights Using the 2 Stage Free Cash Flow to Equity, Technip Energies fair value estimate is €45.98 Technip...Buy Or Sell Opportunity • Jul 01Now 20% undervaluedOver the last 90 days, the stock has risen 16% to €35.50. The fair value is estimated to be €44.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.お知らせ • Jun 27Technip Energies N.V. to Report First Half, 2025 Results on Jul 31, 2025Technip Energies N.V. announced that they will report first half, 2025 results on Jul 31, 2025分析記事 • Jun 17Technip Energies (EPA:TE) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 29Here's Why We Think Technip Energies (EPA:TE) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • May 14Technip Energies N.V. (ENXTPA:TE) announces an Equity Buyback for 1,500,000 shares, for €45 million.Technip Energies N.V. (ENXTPA:TE) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, for €45 million. The repurchase price will be subject to a maximum price equal to the higher the price of the last independent transaction and the highest current independent purchase bid on the regulated market of Euronext Paris, and any other conditions that may be agreed with the intermediary. The program's purpose is to fulfil the company's obligations regarding share incentive plans. All repurchased shares will be held as treasury stock. The program will run until December 31, 2025. As of April 30, 2025, the company had 1,695,974 treasury shares.Upcoming Dividend • May 13Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 22 May 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (6.5%).お知らせ • May 06Technip Energies N.V. Proposes Dividend for the Financial Year 2024, Payable on May 22, 2025Technip Energies N.V. proposed dividend of EUR 0.85 per outstanding ordinary share for the 2024 financial year. Ex-dividend date; May 20, 2025, Record date for dividend eligibility; May 21, 2025, Payment of cash dividend; May 22, 2025.Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: €0.57 (up from €0.50 in 1Q 2024). Revenue: €1.83b (up 22% from 1Q 2024). Net income: €102.6m (up 13% from 1Q 2024). Profit margin: 5.6% (down from 6.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Apr 02Now 20% undervaluedOver the last 90 days, the stock has risen 18% to €30.54. The fair value is estimated to be €38.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.お知らせ • Mar 27Technip Energies N.V. to Report Q1, 2025 Results on Apr 30, 2025Technip Energies N.V. announced that they will report Q1, 2025 results at 7:30 AM, Central European Standard Time on Apr 30, 2025Recent Insider Transactions • Mar 26CEO & Executive Director recently sold €1.2m worth of stockOn the 21st of March, Arnaud Pieton sold around 39k shares on-market at roughly €31.16 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arnaud has been a net seller over the last 12 months, reducing personal holdings by €6.5m.Major Estimate Revision • Mar 10Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €2.13 to €2.36. Revenue forecast steady at €7.34b. Net income forecast to grow 3.8% next year vs 47% growth forecast for Energy Services industry in France. Consensus price target up from €30.31 to €31.38. Share price fell 3.9% to €29.26 over the past week.Buy Or Sell Opportunity • Mar 04Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €29.68. The fair value is estimated to be €37.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Declared Dividend • Mar 02Dividend increased to €0.85Dividend of €0.85 is 49% higher than last year. Ex-date: 20th May 2025 Payment date: 22nd May 2025 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 24% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 01Technip Energies N.V., Annual General Meeting, May 06, 2025Technip Energies N.V., Annual General Meeting, May 06, 2025.Reported Earnings • Feb 27Full year 2024 earnings: Revenues exceed analyst expectationsFull year 2024 results: Revenue: €6.72b (up 12% from FY 2023). Net income: €390.7m (up 32% from FY 2023). Profit margin: 5.8% (up from 4.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Energy Services industry in Europe.お知らせ • Jan 23Technip Energies N.V. to Report Fiscal Year 2024 Results on Feb 27, 2025Technip Energies N.V. announced that they will report fiscal year 2024 results at 7:30 AM, Central European Standard Time on Feb 27, 2025新しいナラティブ • Dec 16Ramp-Up Of NFE And NFS Projects And Green Hydrogen Ventures Will Drive Earnings Growth Strategic diversification into green hydrogen and ammonia projects enhances future revenue visibility and could boost future earnings. Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €25.12, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 103% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.49 per share.お知らせ • Nov 02Technip Energies N.V. Updates Earnings Guidance for the Full Year 2024Technip Energies N.V. Updated earnings guidance for the full year 2024. For the period, the company updated its revenue to be €6.5 – 6.8 billion (prior guidance: €6.1 – 6.6 billion).Reported Earnings • Nov 01Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: €0.50 (up from €0.46 in 3Q 2023). Revenue: €1.74b (up 13% from 3Q 2023). Net income: €90.0m (up 7.9% from 3Q 2023). Profit margin: 5.2% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Oct 02CEO & Executive Director recently sold €3.2m worth of stockOn the 26th of September, Arnaud Pieton sold around 144k shares on-market at roughly €21.83 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arnaud has been a net seller over the last 12 months, reducing personal holdings by €5.3m.お知らせ • Sep 18Technip Energies Appoints Benjamin Lechuga as Chief Strategy & Sustainability Officer and Member of the Group Executive CommitteeTechnip Energies announced the appointment of Benjamin Lechuga as Chief Strategy & Sustainability Officer and member of the Group Executive Committee. In his new role, Benjamin Lechuga will oversee Strategy, M&A and Sustainability agendas. Benjamin Lechuga brings over 25 years of international experience in M&A, corporate management, consulting, and private equity, having held senior roles up to board level. In his latest position at Deloitte in Switzerland from 2014 to 2024, he was part of the financial advisory business, where he developed strategy, performance improvement and M&A advisory activities in the energy, infrastructure and industrial sectors. From 2007 to 2013, he held management roles in Paris for Société Générale AM/4D Global Energy Capital, a private equity fund dedicated to the energy value chain, and for Areva Renewables delivering strategic planning and business development initiatives. He spent the first part of his career with Shell in the UK in the Gas and Power division until 2006, working on large LNG projects in Africa, Asia and the Americas, as well as in Shell Trading. Benjamin Lechuga is a distinguished graduate of École Nationale des Ponts et Chaussées and École Polytechnique.Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: €0.53 (up from €0.26 in 2Q 2023). Revenue: €1.54b (up 7.7% from 2Q 2023). Net income: €95.7m (up 109% from 2Q 2023). Profit margin: 6.2% (up from 3.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 04Technip Energies N.V. to Report First Half, 2024 Results on Aug 01, 2024Technip Energies N.V. announced that they will report first half, 2024 results on Aug 01, 2024Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Maëlle Gavet was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 14Upcoming dividend of €0.57 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (3.7%).お知らせ • May 08Technip Energies N.V. Proposes Common Shares Dividend for the Financial Year 2023, Payable on May 23, 2024Technip Energies N.V. proposed dividend of EUR 0.57 per outstanding common share for the 2023 financial year. Ex-dividend date; May 21, 2024, Record date for dividend eligibility; May 22, 2024, Payment of cash dividend; May 23, 2024.Reported Earnings • May 02First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: €0.51 (up from €0.45 in 1Q 2023). Revenue: €1.50b (up 7.0% from 1Q 2023). Net income: €90.8m (up 12% from 1Q 2023). Profit margin: 6.1% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 7.9%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Apr 25Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €22.52. The fair value is estimated to be €28.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.株主還元TEFR Energy ServicesFR 市場7D-3.8%-2.8%0.2%1Y12.0%68.0%-0.6%株主還元を見る業界別リターン: TE過去 1 年間で68 % の収益を上げたFrench Energy Services業界を下回りました。リターン対市場: TE過去 1 年間で-0.6 % の収益を上げたFrench市場を上回りました。価格変動Is TE's price volatile compared to industry and market?TE volatilityTE Average Weekly Movement5.8%Energy Services Industry Average Movement5.5%Market Average Movement5.4%10% most volatile stocks in FR Market10.7%10% least volatile stocks in FR Market2.9%安定した株価: TE 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TEの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト201918,000Arnaud Pietonwww.ten.com/enTechnip Energies N.V.は、子会社とともに、ヨーロッパ、中央アジア、アジア太平洋、アフリカ、中東、アメリカ大陸におけるエネルギー転換のためのエンジニアリングおよびテクノロジー企業として事業を展開しています。事業セグメントは2つ:プロジェクト・デリバリー」と「技術・製品・サービス」である。同社は、様々なエネルギー・プロジェクトのエンジニアリング、調達、サプライ・チェーン、建設管理、試運転、輸送・設置に携わっている。また、バイオ燃料や炭化水素からのガス収益化、エチレン、水素、精製、化学処理に関連する様々な陸上・海上設備の調査、エンジニアリング、調達、建設、プロジェクト管理にも携わっている。また、ガス収益化、精製、石油化学・肥料、水素、持続可能な化学に関する様々な技術の開発、設計、商業化、統合を行い、石油・ガス、石油化学、化学、脱炭素産業向けに陸上・海上での積荷・搬送システムサービスを提供し、エネルギー産業向けに様々なプロジェクト管理コンサルティングサービスを提供している。さらに、ロボット工学、ビジュアル・インテリジェンス、監視ソリューション、非破壊検査サービス、運用・保守コンサルティングも提供している。さらに、脱炭素ソリューションCapture.Now、燃焼後炭素回収ソリューションCanopy、伝熱技術と製品、浮体式洋上風力発電ソリューションINO15、電化低炭素LNGソリューションSnapLNG、アドバイザリーサービスとデジタルサービスを提供している。Technip Energies N.V.は2019年に設立され、フランスのナンテールに本社を置いている。もっと見るTechnip Energies N.V. 基礎のまとめTechnip Energies の収益と売上を時価総額と比較するとどうか。TE 基礎統計学時価総額€6.26b収益(TTM)€345.70m売上高(TTM)€7.17b18.1xPER(株価収益率0.9xP/SレシオTE は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計TE 損益計算書(TTM)収益€7.17b売上原価€6.26b売上総利益€907.90mその他の費用€562.20m収益€345.70m直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益(EPS)1.97グロス・マージン12.67%純利益率4.82%有利子負債/自己資本比率38.9%TE の長期的なパフォーマンスは?過去の実績と比較を見る配当金2.8%現在の配当利回り48%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/21 07:47終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Technip Energies N.V. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Michael PickupBarclaysMichael PickupBarclaysJ. David AndersonBarclays28 その他のアナリストを表示
ナラティブの更新 • May 18TE: LNG Contracts And Buybacks Will Support Future Earnings Re RatingThe analyst fair value estimate for Technip Energies has moved from €49.00 to about €53.78, reflecting a series of recent price target increases from several firms, alongside differing views on the stock’s rating and future P/E assumptions. Analyst Commentary Bullish analysts are clustering around higher price targets for Technip Energies, which feeds into the updated fair value estimate.
ライブニュース • May 16Technip Energies Advances With Major Commonwealth LNG EPC Contract in LouisianaTechnip Energies has received Full Notice To Proceed for a major EPC contract with Commonwealth LNG in Louisiana, following the project's Final Investment Decision. The contract covers delivery of six LNG liquefaction trains using Technip Energies’ SnapLNG modular and scalable solution. Full project execution will now move ahead, transitioning from initial activities to full-scale implementation. This FNTP shifts the Commonwealth LNG project from planning into execution, which typically means a clearer line of sight on project-related revenue phasing and operational commitments for Technip Energies. Investors may want to watch how project execution progresses, including any updates on timelines, costs, and operational performance of the SnapLNG technology at scale.
Major Estimate Revision • May 11Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €8.34b to €8.06b. EPS estimate also fell from €2.62 per share to €2.26 per share. Net income forecast to grow 26% next year vs 29% growth forecast for Energy Services industry in France. Consensus price target broadly unchanged at €44.18. Share price fell 4.9% to €36.80 over the past week.
Upcoming Dividend • May 11Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of French dividend payers (5.5%). Lower than average of industry peers (4.2%).
お知らせ • May 09Technip Energies N.V. has filed a Follow-on Equity Offering in the amount of €139.23 million.Technip Energies N.V. has filed a Follow-on Equity Offering in the amount of €139.23 million. Security Name: Shares Security Type: Common Stock Securities Offered: 3,570,000 Price\Range: €39
お知らせ • May 07Technip Energies N.V. Approves Dividend Outstanding Ordinary Share for the 2025 Financial Year, Payable on May 20, 2026Technip Energies N.V. at its AHM held on May 5, 2026 approved dividend of EUR 1.00 per outstanding ordinary share for the 2025 financial year. Ex-dividend date: May 18, 2026 (American Depositary Receipts: May 15, 2026); Record date for dividend eligibility May 19, 2026 (American Depositary Receipts: May 15, 2026); Payment of cash dividend: May 20, 2026 (American Depositary Receipts: June 18, 2026).
ナラティブの更新 • May 18TE: LNG Contracts And Buybacks Will Support Future Earnings Re RatingThe analyst fair value estimate for Technip Energies has moved from €49.00 to about €53.78, reflecting a series of recent price target increases from several firms, alongside differing views on the stock’s rating and future P/E assumptions. Analyst Commentary Bullish analysts are clustering around higher price targets for Technip Energies, which feeds into the updated fair value estimate.
ライブニュース • May 16Technip Energies Advances With Major Commonwealth LNG EPC Contract in LouisianaTechnip Energies has received Full Notice To Proceed for a major EPC contract with Commonwealth LNG in Louisiana, following the project's Final Investment Decision. The contract covers delivery of six LNG liquefaction trains using Technip Energies’ SnapLNG modular and scalable solution. Full project execution will now move ahead, transitioning from initial activities to full-scale implementation. This FNTP shifts the Commonwealth LNG project from planning into execution, which typically means a clearer line of sight on project-related revenue phasing and operational commitments for Technip Energies. Investors may want to watch how project execution progresses, including any updates on timelines, costs, and operational performance of the SnapLNG technology at scale.
Major Estimate Revision • May 11Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from €8.34b to €8.06b. EPS estimate also fell from €2.62 per share to €2.26 per share. Net income forecast to grow 26% next year vs 29% growth forecast for Energy Services industry in France. Consensus price target broadly unchanged at €44.18. Share price fell 4.9% to €36.80 over the past week.
Upcoming Dividend • May 11Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of French dividend payers (5.5%). Lower than average of industry peers (4.2%).
お知らせ • May 09Technip Energies N.V. has filed a Follow-on Equity Offering in the amount of €139.23 million.Technip Energies N.V. has filed a Follow-on Equity Offering in the amount of €139.23 million. Security Name: Shares Security Type: Common Stock Securities Offered: 3,570,000 Price\Range: €39
お知らせ • May 07Technip Energies N.V. Approves Dividend Outstanding Ordinary Share for the 2025 Financial Year, Payable on May 20, 2026Technip Energies N.V. at its AHM held on May 5, 2026 approved dividend of EUR 1.00 per outstanding ordinary share for the 2025 financial year. Ex-dividend date: May 18, 2026 (American Depositary Receipts: May 15, 2026); Record date for dividend eligibility May 19, 2026 (American Depositary Receipts: May 15, 2026); Payment of cash dividend: May 20, 2026 (American Depositary Receipts: June 18, 2026).
Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.48 (vs €0.57 in 1Q 2025)First quarter 2026 results: EPS: €0.48 (down from €0.57 in 1Q 2025). Revenue: €1.79b (down 2.0% from 1Q 2025). Net income: €84.5m (down 18% from 1Q 2025). Profit margin: 4.7% (down from 5.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Observer John O'Higgins was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
ナラティブの更新 • Apr 24TE: Energy Transition Backlog And New Contracts Will Shape Balanced Future MarginsTechnip Energies' updated analyst price target edges higher by roughly €0.40, with analysts pointing to refreshed assumptions on revenue growth, profit margins, and a lower future P/E multiple. This is supported by a series of recent target increases and rating changes from major banks.
ナラティブの更新 • Apr 08TE: LNG Contract Wins And Buybacks Will Support Future Re RatingTechnip Energies' updated analyst price targets, with recent changes such as JPMorgan moving to €48 and Morgan Stanley to €32.60, reflect a reassessment of the shares that analysts link to slight shifts in growth, profitability assumptions and sector positioning rather than a major change in fair value. The fair value remains at €49.
ナラティブの更新 • Mar 25TE: LNG And SAF Contract Wins Will Support Future Re RatingAnalysts have nudged their price targets on Technip Energies higher, with recent moves from €32.20 to €32.60 and from €44 to €48, helping to underpin a refreshed valuation view tied to updated assumptions on growth, margins and future P/E expectations. Analyst Commentary Recent research points to a mixed but generally constructive stance on Technip Energies, with several bullish analysts adjusting price targets higher and one major bank assigning a more positive rating.
お知らせ • Mar 18Technip Energies N.V. (ENXTPA:TE) announces an Equity Buyback for 5,000,000 shares, for €150 million.Technip Energies N.V. (ENXTPA:TE) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, for €150 million. The company will use €120 million to purchase common shares for cancellation and up to €30 million to be used to fulfil the Company’s obligations under equity compensation plans. The repurchase price will be subject to a maximum price equal to the higher the price of the last independent transaction and the highest current independent purchase bid on the regulated market of Euronext Paris, and any other conditions that may be agreed with the intermediary. All repurchased shares will be held as treasury stock. The program will run until November 6, 2026, if the authority is not renewed at upcoming AGM and till December 31, 2026, if the authority is renewed. As of February 28, 2026, the company had 2,743,745 treasury shares.
ナラティブの更新 • Mar 10TE: Major LNG And SAF Contracts Will Support Future Re Rating PotentialAnalysts have lifted their blended price target for Technip Energies to €48, with some highlighting stronger projected revenue growth and a slightly richer future P/E multiple, while also factoring in lower profit margin assumptions and a modestly higher discount rate. Analyst Commentary Recent Street research on Technip Energies shows a mix of views, but the latest pricing work leans toward a more constructive stance, with some major firms marking price targets closer to €48.
Declared Dividend • Mar 02Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 22% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 27Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €2.04 (down from €2.21 in FY 2024). Revenue: €7.20b (up 7.2% from FY 2024). Net income: €363.8m (down 6.9% from FY 2024). Profit margin: 5.1% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 6.0%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 27+ 1 more updateTechnip Energies N.V. Announces Board RetirementsTechnip Energies N.V. announced that Mr. Joseph Rinaldi, current Chair of the Board of Directors (the “Board”), has informed the Board of his intention to retire at the end of his current term immediately following the 2026 Annual General Meeting (“2026 AGM”) and will not seek reappointment at the 2026 AGM. Mr. Francesco Venturini who has also announced that he will not seek reappointment to the Board this year.
お知らせ • Feb 26+ 1 more updateTechnip Energies N.V. Provides Earnings Guidance for the Year 2026Technip Energies N.V. provided earnings guidance for the year 2026. For the year, the company expects Project Delivery revenue of €6.3 billion - €6.7 billion and Technology, Product & Services revenue: €2.0 billion - €2.2 billion.
ナラティブの更新 • Feb 24TE: New Energy Contracts And Cautious Ratings Will Shape Balanced OutlookAnalysts have reduced their price target on Technip Energies from €35.00 to €32.20. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.
お知らせ • Feb 19Technip Energies N.V. Announces Appointment of Jesse Stanley as President, Technologies & Products and New Executive Committee Composition, Effective March 16, 2026Technip Energies N.V. announced the appointment of Jesse Stanley as President, Technologies & Products (T&P) Business Unit and member of the Executive Committee, effective March 16, 2026. Jesse Stanley, previously President, Operations Americas at Wood plc since 2024, will be joining Technip Energies as President, Technologies & Products and member of the Executive Committee. In this role, she will lead the company’s technologies and products offering, accelerating innovation, strengthening its differentiated technology portfolio, and delivering on Technip Energies’ strategic ambition for T&P’s business growth. A graduate of the University of Cambridge and Stanford Graduate School of Business, Jesse Stanley began her career in consulting with Accenture in Germany from 2005 to 2007. She then joined Shell plc in 2007, where she held various positions across logistics, global sales and marketing in Europe and Asia until 2016. From 2017 to 2019, she served as Senior Strategy Advisor in Group Corporate Strategy at Shell in the Netherlands. She then moved to the USA and was subsequently appointed General Manager, Unconventionals Commercial from 2019 to 2020, Vice President Pipeline Operations from 2020 to 2021 and Chief Operating Officer for Shell Energy Trading Americas from 2021 to 2024. Following this appointment, the new Executive Committee of Technip Energies is composed of: Arnaud Pieton, Chief Executive Officer; Marco-Tiziano Barone, Chief Legal Officer; Magali Castano, Chief People Officer; Loïc Chapuis, President Project Delivery & Services; Patrik Frisk, President Adjacent Business Models and Chief Executive Officer of Reju; Benjamin Lechuga, Chief Strategy & Sustainability Officer; Jesse Stanley, President Technologies & Products; Bruno Vibert, Chief Financial Officer. Effective date: March 16, 2026.
ナラティブの更新 • Feb 09TE: Project Wins And Egypt Partnership Will Support Future Re Rating PotentialAnalysts have trimmed their price expectations for Technip Energies by around €6 to about €32, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E following recent target cuts from major banks. Analyst Commentary Recent research points to a more conservative set of expectations for Technip Energies, with price targets now clustering around €32.
分析記事 • Feb 08Capital Allocation Trends At Technip Energies (EPA:TE) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
ナラティブの更新 • Jan 22TE: Recent Contract Wins Will Support Future Re Rating PotentialOur price target on Technip Energies moves slightly lower to €49.00 from €50.00, as analysts factor in updated assumptions on growth, margins and discount rates following a series of recent target cuts and one upgrade in Street research. Analyst Commentary Recent Street research on Technip Energies has been mixed, but there are clear pockets of optimism that support a constructive view on the shares.
お知らせ • Jan 13+ 3 more updatesTechnip Energies N.V. to Report Fiscal Year 2025 Results on Feb 26, 2026Technip Energies N.V. announced that they will report fiscal year 2025 results at 7:30 AM, Central European Standard Time on Feb 26, 2026
ナラティブの更新 • Jan 08TE: Raising Fair Value As New Contracts And Mixed Ratings Shape OutlookWe are lifting our analyst price target on Technip Energies from €33 to €35 as analysts factor in updated assumptions on growth, profitability and P/E multiples, supported by a mix of recent target revisions from firms setting price objectives between €35 and €50 and ratings that range from Neutral to Buy. Analyst Commentary Recent Street research on Technip Energies highlights a mix of higher and lower price targets, with views ranging from Neutral to Buy.
お知らせ • Jan 02Technip Energies N.V. (ENXTPA:TE) acquired Advanced Materials & Catalysts Segment of Ecovyst Inc.Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million on September 10, 2025. The transaction represents a 9.8x EBITDA multiple on the segment's Adjusted EBITDA for the year ended December 31, 2024. Advanced Materials & Catalysts had a revenue of $223 million and EBITDA of $57 million for 2024. The closing of the transaction is subject to pending regulatory approvals, antitrust approval, satisfaction of customary closing conditions and approval by Ecovyst Board. Transaction has been approved by Ecovyst Board and is anticipated in the first quarter of 2026. Lazard, Inc. is serving as financial advisor, and Tara Fisher and Craig Marcus of Ropes & Gray LLP and Babst, Calland, Clements and Zomnir, PC is serving as legal advisor to Ecovyst. Evercore Inc. is serving as financial advisor, and Tull Florey of Gibson, Dunn & Crutcher LLP is serving as legal advisor to Technip Energies. EY-Parthenon as Financial and Tax advisor to Technip Energies. On January 2, 2026, it was announced that the Company expects net proceeds after taxes and transaction expenses to be approximately $530 million, resulting in a Net Debt Leverage Ratio below 1.5x. As part of the closing, the Company used $465 million of the net proceeds to pay down its Term Loan. Technip Energies N.V. (ENXTPA:TE) completed the acquisition of Advanced Materials & Catalysts Segment of Ecovyst Inc. on January 2, 2026.
分析記事 • Dec 30Does Technip Energies (EPA:TE) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 • Dec 24TE: Energy Transition Project Backlog Will Drive Future Margin UpsideAnalysts have trimmed their price target on Technip Energies slightly to about EUR 42.80 from EUR 43. This reflects marginally softer revenue growth assumptions, offset by modestly improved margin expectations and still supportive recent target revisions across the Street.
ナラティブの更新 • Dec 09TE: Energy Transition Contracts Will Drive Future Upside In Share PriceAnalysts have nudged their fair value estimate for Technip Energies slightly higher, to approximately EUR 43 from about EUR 42.70, citing a blend of modestly stronger long term revenue growth expectations and higher future valuation multiples, despite mixed recent price target revisions across the Street. Analyst Commentary Sell side sentiment on Technip Energies remains constructive overall, with a mix of target price increases and trims that net out to a slightly higher implied fair value.
分析記事 • Dec 03Why We're Not Concerned About Technip Energies N.V.'s (EPA:TE) Share PriceIt's not a stretch to say that Technip Energies N.V.'s ( EPA:TE ) price-to-earnings (or "P/E") ratio of 14.5x right now...
ナラティブの更新 • Nov 25TE: Recent Contract Wins And Index Inclusion Will Drive Share Price HigherTechnip Energies' analyst price target has been revised slightly lower to EUR 42.69, as analysts cite modest adjustments to growth and profitability expectations based on updated sector performance and recent research trends. Analyst Commentary Recent street research on Technip Energies reveals a dynamic mix of optimism and caution from analysts, as the company navigates evolving sector trends.
ナラティブの更新 • Nov 08TE: Market Position Will Strengthen With Major New Project Wins This YearTechnip Energies' analyst price target has been revised downward slightly, from €43.46 to €42.69. Analysts cite modest reassessments of revenue growth and profit margin expectations as reasons for the change.
ナラティブの更新 • Oct 25Share Momentum Will Accelerate With Diversified LNG And Decarbonization ContractsThe analyst price target for Technip Energies has increased from €42.85 to €43.46. This reflects updated expectations for higher revenue growth and improved profit margins, as cited by analysts in recent outlooks.
分析記事 • Oct 24Technip Energies N.V. (EPA:TE) Shares Could Be 40% Below Their Intrinsic Value EstimateKey Insights The projected fair value for Technip Energies is €62.10 based on 2 Stage Free Cash Flow to Equity Technip...
ナラティブの更新 • Oct 11Decarbonization Orders And LNG Expansion Will Drive Global DiversificationTechnip Energies' analyst price target has been increased modestly from €41.77 to €42.85. Analysts cite continued improvements in fair value estimates and steady growth prospects as their rationale.
分析記事 • Oct 07With EPS Growth And More, Technip Energies (EPA:TE) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Oct 02Technip Energies N.V. to Report Nine Months, 2025 Results on Oct 30, 2025Technip Energies N.V. announced that they will report nine months, 2025 results on Oct 30, 2025
ナラティブの更新 • Sep 27Decarbonization Orders And LNG Expansion Will Drive Global DiversificationAnalysts have raised their price target for Technip Energies to €41.77, citing improved sector sentiment, a stronger order backlog, and superior growth prospects versus peers, though some caution remains regarding valuation after recent outperformance. Analyst Commentary Bullish analysts highlight Technip Energies’ attractive self-help levers and superior growth prospects compared to peers in European oilfield services.
分析記事 • Sep 24We Think Technip Energies (EPA:TE) Can Manage Its Debt With EaseLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Sep 12Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million.Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million on September 10, 2025. The transaction represents a 9.8x EBITDA multiple on the segment's Adjusted EBITDA for the year ended December 31, 2024. Advanced Materials & Catalysts had a revenue of $223 million and EBITDA of $57 million for 2024. The closing of the transaction is subject to pending regulatory approvals, antitrust approval, satisfaction of customary closing conditions and approval by Ecovyst Board. Transaction has been approved by Ecovyst Board and is anticipated in the first quarter of 2026. Lazard, Inc. is serving as financial advisor, and Tara Fisher and Craig Marcus of Ropes & Gray LLP is serving as legal advisor to Ecovyst. Evercore Inc. is serving as financial advisor, and Tull Florey of Gibson, Dunn & Crutcher LLP is serving as legal advisor to Technip Energies. EY-Parthenon as Financial and Tax advisor to Technip Energies.
Price Target Changed • Aug 11Price target increased by 9.3% to €38.08Up from €34.83, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of €40.02. Stock is up 94% over the past year. The company is forecast to post earnings per share of €2.34 for next year compared to €2.21 last year.
分析記事 • Aug 11Why We're Not Concerned About Technip Energies N.V.'s (EPA:TE) Share PriceENXTPA:TE 1 Year Share Price vs Fair Value Explore Technip Energies's Fair Values from the Community and select yours...
ナラティブの更新 • Aug 06Decarbonization Orders And LNG Expansion Will Drive Global DiversificationDespite a notable reduction in consensus revenue growth forecasts, Technip Energies’ consensus analyst price target has been revised upward from €34.17 to €35.92. What's in the News Awarded a major EPC contract by Commonwealth LNG for a 9.5 Mtpa LNG facility in Louisiana, utilizing modular SnapLNG by T.ENTM technology; award pending Final Investment Decision and not yet in backlog.
Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.49 (down from €0.53 in 2Q 2024). Revenue: €1.77b (up 15% from 2Q 2024). Net income: €86.7m (down 9.3% from 2Q 2024). Profit margin: 4.9% (down from 6.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 28Here's What's Concerning About Technip Energies' (EPA:TE) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Buy Or Sell Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock has risen 23% to €37.04. The fair value is estimated to be €46.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.
分析記事 • Jul 14Calculating The Fair Value Of Technip Energies N.V. (EPA:TE)Key Insights Using the 2 Stage Free Cash Flow to Equity, Technip Energies fair value estimate is €45.98 Technip...
Buy Or Sell Opportunity • Jul 01Now 20% undervaluedOver the last 90 days, the stock has risen 16% to €35.50. The fair value is estimated to be €44.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.
お知らせ • Jun 27Technip Energies N.V. to Report First Half, 2025 Results on Jul 31, 2025Technip Energies N.V. announced that they will report first half, 2025 results on Jul 31, 2025
分析記事 • Jun 17Technip Energies (EPA:TE) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 29Here's Why We Think Technip Energies (EPA:TE) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • May 14Technip Energies N.V. (ENXTPA:TE) announces an Equity Buyback for 1,500,000 shares, for €45 million.Technip Energies N.V. (ENXTPA:TE) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, for €45 million. The repurchase price will be subject to a maximum price equal to the higher the price of the last independent transaction and the highest current independent purchase bid on the regulated market of Euronext Paris, and any other conditions that may be agreed with the intermediary. The program's purpose is to fulfil the company's obligations regarding share incentive plans. All repurchased shares will be held as treasury stock. The program will run until December 31, 2025. As of April 30, 2025, the company had 1,695,974 treasury shares.
Upcoming Dividend • May 13Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 22 May 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (6.5%).
お知らせ • May 06Technip Energies N.V. Proposes Dividend for the Financial Year 2024, Payable on May 22, 2025Technip Energies N.V. proposed dividend of EUR 0.85 per outstanding ordinary share for the 2024 financial year. Ex-dividend date; May 20, 2025, Record date for dividend eligibility; May 21, 2025, Payment of cash dividend; May 22, 2025.
Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: €0.57 (up from €0.50 in 1Q 2024). Revenue: €1.83b (up 22% from 1Q 2024). Net income: €102.6m (up 13% from 1Q 2024). Profit margin: 5.6% (down from 6.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 4.6%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Apr 02Now 20% undervaluedOver the last 90 days, the stock has risen 18% to €30.54. The fair value is estimated to be €38.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.
お知らせ • Mar 27Technip Energies N.V. to Report Q1, 2025 Results on Apr 30, 2025Technip Energies N.V. announced that they will report Q1, 2025 results at 7:30 AM, Central European Standard Time on Apr 30, 2025
Recent Insider Transactions • Mar 26CEO & Executive Director recently sold €1.2m worth of stockOn the 21st of March, Arnaud Pieton sold around 39k shares on-market at roughly €31.16 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arnaud has been a net seller over the last 12 months, reducing personal holdings by €6.5m.
Major Estimate Revision • Mar 10Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €2.13 to €2.36. Revenue forecast steady at €7.34b. Net income forecast to grow 3.8% next year vs 47% growth forecast for Energy Services industry in France. Consensus price target up from €30.31 to €31.38. Share price fell 3.9% to €29.26 over the past week.
Buy Or Sell Opportunity • Mar 04Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €29.68. The fair value is estimated to be €37.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Declared Dividend • Mar 02Dividend increased to €0.85Dividend of €0.85 is 49% higher than last year. Ex-date: 20th May 2025 Payment date: 22nd May 2025 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 24% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 01Technip Energies N.V., Annual General Meeting, May 06, 2025Technip Energies N.V., Annual General Meeting, May 06, 2025.
Reported Earnings • Feb 27Full year 2024 earnings: Revenues exceed analyst expectationsFull year 2024 results: Revenue: €6.72b (up 12% from FY 2023). Net income: €390.7m (up 32% from FY 2023). Profit margin: 5.8% (up from 4.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Energy Services industry in Europe.
お知らせ • Jan 23Technip Energies N.V. to Report Fiscal Year 2024 Results on Feb 27, 2025Technip Energies N.V. announced that they will report fiscal year 2024 results at 7:30 AM, Central European Standard Time on Feb 27, 2025
新しいナラティブ • Dec 16Ramp-Up Of NFE And NFS Projects And Green Hydrogen Ventures Will Drive Earnings Growth Strategic diversification into green hydrogen and ammonia projects enhances future revenue visibility and could boost future earnings.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €25.12, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 103% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.49 per share.
お知らせ • Nov 02Technip Energies N.V. Updates Earnings Guidance for the Full Year 2024Technip Energies N.V. Updated earnings guidance for the full year 2024. For the period, the company updated its revenue to be €6.5 – 6.8 billion (prior guidance: €6.1 – 6.6 billion).
Reported Earnings • Nov 01Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: €0.50 (up from €0.46 in 3Q 2023). Revenue: €1.74b (up 13% from 3Q 2023). Net income: €90.0m (up 7.9% from 3Q 2023). Profit margin: 5.2% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Oct 02CEO & Executive Director recently sold €3.2m worth of stockOn the 26th of September, Arnaud Pieton sold around 144k shares on-market at roughly €21.83 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arnaud has been a net seller over the last 12 months, reducing personal holdings by €5.3m.
お知らせ • Sep 18Technip Energies Appoints Benjamin Lechuga as Chief Strategy & Sustainability Officer and Member of the Group Executive CommitteeTechnip Energies announced the appointment of Benjamin Lechuga as Chief Strategy & Sustainability Officer and member of the Group Executive Committee. In his new role, Benjamin Lechuga will oversee Strategy, M&A and Sustainability agendas. Benjamin Lechuga brings over 25 years of international experience in M&A, corporate management, consulting, and private equity, having held senior roles up to board level. In his latest position at Deloitte in Switzerland from 2014 to 2024, he was part of the financial advisory business, where he developed strategy, performance improvement and M&A advisory activities in the energy, infrastructure and industrial sectors. From 2007 to 2013, he held management roles in Paris for Société Générale AM/4D Global Energy Capital, a private equity fund dedicated to the energy value chain, and for Areva Renewables delivering strategic planning and business development initiatives. He spent the first part of his career with Shell in the UK in the Gas and Power division until 2006, working on large LNG projects in Africa, Asia and the Americas, as well as in Shell Trading. Benjamin Lechuga is a distinguished graduate of École Nationale des Ponts et Chaussées and École Polytechnique.
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: €0.53 (up from €0.26 in 2Q 2023). Revenue: €1.54b (up 7.7% from 2Q 2023). Net income: €95.7m (up 109% from 2Q 2023). Profit margin: 6.2% (up from 3.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 04Technip Energies N.V. to Report First Half, 2024 Results on Aug 01, 2024Technip Energies N.V. announced that they will report first half, 2024 results on Aug 01, 2024
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Maëlle Gavet was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 14Upcoming dividend of €0.57 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 23 May 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (3.7%).
お知らせ • May 08Technip Energies N.V. Proposes Common Shares Dividend for the Financial Year 2023, Payable on May 23, 2024Technip Energies N.V. proposed dividend of EUR 0.57 per outstanding common share for the 2023 financial year. Ex-dividend date; May 21, 2024, Record date for dividend eligibility; May 22, 2024, Payment of cash dividend; May 23, 2024.
Reported Earnings • May 02First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: €0.51 (up from €0.45 in 1Q 2023). Revenue: €1.50b (up 7.0% from 1Q 2023). Net income: €90.8m (up 12% from 1Q 2023). Profit margin: 6.1% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 7.9%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Apr 25Now 21% undervaluedOver the last 90 days, the stock has risen 16% to €22.52. The fair value is estimated to be €28.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.