Subsea 7 S.A.

OB:SUBC 주식 리포트

시가총액: NOK 100.1b

Subsea 7 과거 순이익 실적

과거 기준 점검 5/6

Subsea 7은 연평균 67.1%의 비율로 수입이 증가해 온 반면, Energy Services 산업은 수입이 37.8% 증가했습니다. 매출은 연평균 10.4%의 비율로 증가했습니다. Subsea 7의 자기자본이익률은 13.9%이고 순이익률은 8.2%입니다.

핵심 정보

67.13%

순이익 성장률

67.13%

주당순이익(EPS) 성장률

Energy Services 산업 성장률25.64%
매출 성장률10.36%
자기자본이익률13.87%
순이익률8.15%
다음 순이익 업데이트19 Nov 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Aug 11

SUBC: Saipem Merger Progress And Backlog Strength Will Support Higher Earnings Multiple

The updated analyst price target for Subsea 7 reflects a move higher from NOK 438.35 to NOK 457.16, broadly in line with a series of recent target increases and ratings upgrades from analysts who cite adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Subsea 7 points to a cluster of higher price targets and rating upgrades in 2026.
내러티브 업데이트 Jul 28

SUBC: Order Awards And Merger Review Will Shape Balanced Future Prospects

The analyst price target for Subsea 7 has been raised from NOK 274.67 to NOK 352.69, reflecting analysts' updated assumptions for higher revenue, a stronger profit margin and a slightly higher future P/E multiple following a series of recent price target increases and rating changes across the Street. Analyst Commentary Recent research updates on Subsea 7 show a cluster of higher price targets and rating changes, giving investors more detail on how the Street is thinking about the stock's valuation, growth prospects and execution risks.
내러티브 업데이트 Jul 14

SUBC: Elevated P E Multiples Will Strain Returns As Execution Risks Intensify

The analyst price target for Subsea 7 has been raised from NOK 233.20 to NOK 245.88. Analysts point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple, alongside recent Street targets clustered around NOK 370, as the key drivers of the change.
내러티브 업데이트 Jun 29

SUBC: Rising Contract Wins And Backlog Will Support Higher Future Earnings Multiple

The Subsea 7 analyst price target has been revised higher to NOK 438 from NOK 428. Analysts point to updated assumptions for fair value, revenue growth, profit margin and future P/E to justify the change, despite a slightly lower discount rate.
내러티브 업데이트 Jun 15

SUBC: Elevated P E Multiples Will Strain Returns Despite New Long Dated Contracts

Analysts have nudged their fair value estimate for Subsea 7 slightly higher to NOK 233.20, supported by a series of recent price target increases on the stock, including one move to NOK 370, partly offset by a few downgrades. Analyst Commentary Recent Street research on Subsea 7 has been mixed.
내러티브 업데이트 Jun 01

SUBC: Elevated P E Multiples Will Challenge Returns Despite Recent Contract Wins

Subsea 7’s analyst price target has been raised from NOK 192.81 to NOK 232.39, reflecting updated analyst views that factor in higher projected P/E multiples, a slightly higher discount rate, modestly improved profit margins and softer revenue expectations, alongside a series of recent price target increases and some downgrades across the Street. Analyst Commentary Recent Street research on Subsea 7 shows a mix of higher price targets and fresh caution.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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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새로운 내러티브 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.

매출 및 비용 세부 내역

Subsea 7가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

OB:SUBC 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 267,5186133080
31 Mar 267,3464932980
31 Dec 257,0864112990
30 Sep 256,9942882960
30 Jun 256,9882682940
31 Mar 256,9711942780
31 Dec 246,8372012600
30 Sep 246,6001622430
30 Jun 246,3441032330
31 Mar 246,123622350
31 Dec 235,974152290
30 Sep 235,633602300
30 Jun 235,459292290
31 Mar 235,188522200
31 Dec 225,136572140
30 Sep 225,210272050
30 Jun 225,257682040
31 Mar 225,207152010
31 Dec 215,010321970
30 Sep 214,659-681820
30 Jun 214,156-1541670
31 Mar 213,712-1,0531780
31 Dec 203,466-1,0931850
30 Sep 203,341-1,1262180
30 Jun 203,344-1,0412440
31 Mar 203,548-1032360
31 Dec 193,657-842310
30 Sep 193,790902530
30 Jun 193,9221232440
31 Mar 194,1241742480
31 Dec 184,0741832640
30 Sep 184,0542012570
30 Jun 184,0352382570
31 Mar 183,8973032490
31 Dec 173,9864552230
30 Sep 173,9154011710
30 Jun 173,7804381700
31 Mar 173,7184311800
31 Dec 163,5674361860
30 Sep 163,659121860
30 Jun 163,931192120
31 Mar 164,323-242220
31 Dec 154,758-172390
30 Sep 155,128-5632970

양질의 수익: SUBC는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: SUBC의 현재 순 이익률 (8.2%)은 지난해 (3.8%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: SUBC는 지난 5년 동안 흑자전환하며 연평균 67.1%의 수익 성장을 기록했습니다.

성장 가속화: 지난 1년간 SUBC 의 수익 증가율(128.5%)은 연간 평균(67.1%)을 초과합니다.

수익 대 산업: SUBC의 지난 1년 수익 증가율(128.5%)은 Energy Services 업계의 34.3%를 상회했습니다.


자기자본이익률

높은 ROE: SUBC의 자본 수익률(13.9%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/23 02:28
종가2026/08/21 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Subsea 7 S.A.는 35명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James WestBarclays
Michael PickupBarclays
Richard DawsonBerenberg