Subsea 7 S.A.

OB:SUBC 株式レポート

時価総額：NOK 92.0b

Subsea 7 将来の成長

Future 基準チェック /26

Subsea 7利益と収益がそれぞれ年間10%と1.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.3% 12%なると予測されています。

主要情報

10.0%

収益成長率

11.97%

EPS成長率

Energy Services 収益成長12.0%
収益成長率1.4%
将来の株主資本利益率15.28%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 16

SUBC: High Utilization And Contract Backlog Will Support Higher Future Earnings Multiple

Analysts have raised Subsea 7’s fair value estimate from NOK 399.43 to NOK 427.76, reflecting revised price targets across several firms and updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Subsea 7 shows a mix of optimism and caution, with several bullish analysts lifting price targets while others have turned more cautious with downgrades.
ナラティブの更新 • Apr 28

SUBC: High Utilization And New Contracts Will Support Higher Future Earnings Multiple

The analyst fair value estimate for Subsea 7 has been lifted by about 3% to NOK 399.43. The shift reflects recent price target increases from several firms, alongside analyst commentary pointing to steady revenue growth assumptions, slightly stronger margin expectations, and a higher future P/E multiple, despite a series of rating downgrades on the shares.
ナラティブの更新 • Apr 14

SUBC: Rising Multiples And Weaker Margins Will Constrain Future Share Price Upside

The analyst price target for Subsea 7 has been increased from NOK 174.64 to NOK 192.81 as analysts factor in higher Street targets in the NOK 254 to NOK 320 range, supported by research citing strong recent utilization, firmer margins and expectations that these operational trends will persist into FY26. Analyst Commentary Recent Street research shows a mix of optimism on Subsea 7, with several large houses lifting price targets into the NOK 254 to NOK 320 range, while keeping ratings such as Buy, Overweight, Neutral and Sector Perform.
ナラティブの更新 • Mar 31

SUBC: High Utilization And New Contracts Will Support Future Multiple Reassessment

The updated analyst price target for Subsea 7 moves higher in value, supported by a series of recent target increases from NOK 254 to NOK 320 by major banks, along with analyst commentary around utilization, margins and earnings expectations. Analyst Commentary Recent research points to a cluster of more optimistic views on Subsea 7, with several bullish analysts lifting price targets and highlighting operational execution and earnings potential as key supports for valuation.
ナラティブの更新 • Mar 17

SUBC: Offshore Backlog And Margin Sustainability Will Shape Balanced Future Prospects

The updated analyst price target for Subsea 7 rises from NOK 228.39 to NOK 274.67, reflecting analysts' higher NOK 254 to NOK 320 price targets that cite Q4 results with high utilization and firmer margins as key support. Analyst Commentary Recent research updates show a wide range of views on Subsea 7, with several bullish analysts lifting price targets while others have moved to more cautious stances.
ナラティブの更新 • Mar 03

SUBC: Contract Wins And Margin Trajectory Will Support Future Multiple Reassessment

The updated analyst price target for Subsea 7 rises materially from NOK 309.15 to NOK 367.57, reflecting analysts' focus on higher assumed revenue growth, stronger profit margins backed by recent commentary on utilization and margins, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Subsea 7 shows a mix of views, but the most constructive voices are pointing to higher price targets and an improved outlook on utilization and margins.
ナラティブの更新 • Feb 16

SUBC: Contract Wins And Margin Outlook Will Support Future Multiple Reassessment

The updated analyst price target for Subsea 7 edges higher to NOK 309 from about NOK 307, as analysts balance recent downgrades from several banks with JPMorgan's NOK 17 upward revision and modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Subsea 7 shows a split view, with several downgrades sitting alongside a higher price target from JPMorgan.
ナラティブの更新 • Feb 02

SUBC: Contract Backlog And Margin Outlook Will Support Earnings Multiple Reassessment

Analysts have lifted their price target on Subsea 7 by NOK 17 to NOK 208, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent Street research revisions. Analyst Commentary Recent Street commentary on Subsea 7 has focused on how updated valuation assumptions feed into revised price targets, with JPMorgan playing a visible role in the latest adjustments.
ナラティブの更新 • Jan 19

SUBC: Future Contract Pipeline Will Support Earnings Multiple Reassessment

Analysts have trimmed their price expectations for Subsea 7, with JPMorgan lowering its target from NOK 212 to NOK 208. Our updated fair value framework now reflects more conservative assumptions on growth and margins, along with a higher future P/E multiple.
ナラティブの更新 • Jan 05

SUBC: Offshore Contract Backlog And Margin Outlook Will Shape Balanced Prospects

Analysts have nudged their fair value estimate for Subsea 7 slightly higher to NOK 228.39, while Street targets have moved from NOK 212 to NOK 208, reflecting updated views on revenue growth, profitability and the appropriate P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value estimate of NOK 228.39 as leaving a modest gap to the revised NOK 208 target.
ナラティブの更新 • Dec 14

SUBC: Long Term Revenue Concerns Will Restrain Future Share Price Upside

Analysts have modestly trimmed their price target on Subsea 7 to NOK 208 from NOK 212, reflecting slightly lower long term revenue growth expectations, partly offset by improved margin and valuation assumptions. Analyst Commentary Bearish analysts point to the modest price target cut to NOK 208 as a signal that expectations for Subsea 7's long term revenue trajectory are being recalibrated, even as near term fundamentals appear solid.
ナラティブの更新 • Nov 29

SUBC: Margin Expansion And Major Offshore Contracts Will Drive Share Performance

The analyst price target for Subsea 7 has been adjusted downward by NOK 4 to NOK 208. Analysts cite evolving revenue growth and industry-wide preferences for companies with stronger growth prospects.
ナラティブの更新 • Nov 15

SUBC: Major Contracts And Sector Shifts Will Drive Future Outperformance

Analysts have slightly reduced their fair value price target for Subsea 7 from NOK 229.88 to NOK 228.56. This change reflects updated expectations for growth and margin performance based on recent industry research.
ナラティブの更新 • Oct 31

SUBC: Recent Contract Wins And Dividend Initiatives Will Drive Upside Momentum

Analysts have modestly raised their average price target for Subsea 7, now forecasting NOK 229.88 per share. They note the company's stable outlook is supported by steady profit margins and a slight uptick in the discount rate.
ナラティブの更新 • Oct 17

Offshore Wind And Oil Projects Will Fuel Future Decarbonization

Analysts have increased their fair value estimate for Subsea 7 from NOK 223.06 to NOK 229.88. This change reflects improved revenue growth forecasts and recent price target updates by several firms.
ナラティブの更新 • Oct 03

Offshore Wind And Oil Projects Will Fuel Future Decarbonization

The analyst price target for Subsea 7 has increased from NOK 218.18 to NOK 223.06, reflecting analysts’ expectations for resilient performance and ongoing sector growth, even though some macroeconomic outlooks remain cautious. Analyst Commentary Recent Street research provides a nuanced view on Subsea 7's outlook, reflecting both confidence in the company's ongoing growth potential and caution about market dynamics.
ナラティブの更新 • Sep 16

Offshore Wind And Oil Projects Will Fuel Future Decarbonization

Analysts revised Subsea 7’s price target slightly lower to NOK218.18, citing macro uncertainty, elevated valuations, and share price strength prompting caution despite ongoing operational improvements and peer outperformance. Analyst Commentary Ongoing preference for oilfield services companies with self-help levers and superior growth prospects in the European market compared to exploration and production peers.
新しいナラティブ • May 02

Subsea 7 Set for a Strong Q2 with Promising Upside in June

Q1 knappast någon viktig katalysatorOrderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljone
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新しいナラティブ • Jan 26

Robust $11 Billion Backlog Will Positively Impact Future Earnings And Cash Flow

Subsea7 anticipates strong EBITDA growth with a robust backlog and strategic deepwater contract focus, positively impacting earnings and cash flow.

業績と収益の成長予測

OB:SUBC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20287,5606927571,26413
12/31/20277,7977427591,31517
12/31/20267,6366877301,27116
3/31/20267,3464931,4181,676N/A
12/31/20257,0864111,1901,471N/A
9/30/20256,9942888661,160N/A
6/30/20256,9882687681,148N/A
3/31/20256,971194654996N/A
12/31/20246,837201583931N/A
9/30/20246,600162477973N/A
6/30/20246,344103562992N/A
3/31/20246,12362202774N/A
12/31/20235,9741579660N/A
9/30/20235,63360-129274N/A
6/30/20235,45929-220195N/A
3/31/20235,1885249320N/A
12/31/20225,13657255486N/A
9/30/20225,21027302570N/A
6/30/20225,25768127340N/A
3/31/20225,2071566261N/A
12/31/20215,01032127293N/A
9/30/20214,659-68-2890N/A
6/30/20214,156-154117231N/A
3/31/20213,712-1,053322435N/A
12/31/20203,466-1,093264447N/A
9/30/20203,341-1,126357585N/A
6/30/20203,344-1,041293528N/A
3/31/20203,548-10397381N/A
12/31/20193,657-84N/A357N/A
9/30/20193,79090N/A381N/A
6/30/20193,922123N/A506N/A
3/31/20194,124174N/A476N/A
12/31/20184,074183N/A424N/A
9/30/20184,054201N/A256N/A
6/30/20184,035238N/A160N/A
3/31/20183,897303N/A150N/A
12/31/20173,986455N/A209N/A
9/30/20173,915401N/A523N/A
6/30/20173,780438N/A664N/A
3/31/20173,718431N/A829N/A
12/31/20163,567436N/A1,046N/A
9/30/20163,65912N/A1,133N/A
6/30/20163,93119N/A1,308N/A
3/31/20164,323-24N/A1,408N/A
12/31/20154,758-17N/A1,049N/A
9/30/20155,128-563N/A986N/A
6/30/20155,830-514N/A941N/A

アナリストによる今後の成長予測

収入対貯蓄率: SUBCの予測収益成長率 (年間10% ) は 貯蓄率 ( 3.3% ) を上回っています。

収益対市場: SUBCの収益 ( 10% ) はNorwegian市場 ( 9.9% ) よりも速いペースで成長すると予測されています。

高成長収益: SUBCの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SUBCの収益 ( 1.4% ) Norwegian市場 ( 2.2% ) よりも低い成長が予測されています。

高い収益成長: SUBCの収益 ( 1.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SUBCの 自己資本利益率 は、3年後には低くなると予測されています ( 15.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 04:21
終値2026/05/22 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Subsea 7 S.A. 17 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。34

アナリスト機関
Michael PickupBarclays
James WestBarclays
Richard DawsonBerenberg