TechnipFMC plc

NYSE:FTI 주식 리포트

시가총액: US$28.0b

TechnipFMC 향후 성장

Future 기준 점검 2/6

TechnipFMC (는) 각각 연간 8.7% 및 5.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 33.5% 로 예상됩니다.

핵심 정보

8.7%

이익 성장률

12.12%

EPS 성장률

Energy Services 이익 성장20.7%
매출 성장률5.5%
향후 자기자본이익률33.51%
애널리스트 커버리지

Good

마지막 업데이트04 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Apr 28

FTI: Extended Subsea Cycle And 2026 Outlook Will Shape Balanced Return Potential

TechnipFMC's analyst fair value estimate has moved from $82.00 to $83.00 as analysts fold in higher long term revenue growth and slightly stronger margin assumptions following a wave of price target hikes tied to the company's extended subsea cycle and reinforced 2026 outlook. Analyst Commentary Recent Street research shows a cluster of bullish analysts lifting their price targets on TechnipFMC, largely tied to the extended subsea cycle, reinforced 2026 outlook, and updated margin guidance.
내러티브 업데이트 • Apr 14

FTI: Elevated Subsea Expectations Will Challenge Rich Pricing And Slower Buybacks

Analysts have raised the fair value estimate for TechnipFMC by $3 to $65.62. Updated models now reflect slightly higher revenue growth, modestly stronger profit margins, and a small adjustment to the discount rate and future P/E assumptions following a series of upward price target revisions across the Street.
Seeking Alpha • Apr 11

TechnipFMC: We Prefer Saipem With More Room To Improve

Summary TechnipFMC demonstrates strong margin improvement through disciplined project bidding and integrated delivery, nearing its medium-term margin targets. FTI's backlog growth is robust, particularly in subsea, with later-stage projects expected to further support margin expansion as legacy contracts roll off. But relative valuation favors Saipem, which trades at a significant discount to FTI and stands to benefit from margin recovery, backlog digestion, and Subsea 7 merger synergies. Recent oil services stock rallies may be premature, as oil futures curves suggest normalization by late 2026, challenging the sustainability of elevated activity levels. Read the full article on Seeking Alpha
내러티브 업데이트 • Mar 30

FTI: Record Subsea Opportunity And 2026 Outlook Will Support Future Upside

TechnipFMC's analyst fair value estimate has moved from $45.00 to $82.00 as analysts factor in updated 2026 outlooks, higher assumed profit margins, a richer future P/E profile, and a record $29b subsea opportunity set reflected in a series of recent price target increases across the Street. Analyst Commentary Recent research shows a cluster of higher price targets on TechnipFMC anchored to updated 2026 outlooks, margin expectations, and a larger identified subsea opportunity set.
내러티브 업데이트 • Mar 16

FTI: Extended Subsea Cycle Will Test High Expectations And Geopolitical Resilience

TechnipFMC's analyst fair value estimate has increased by about $12 to $62.62 as analysts factor in higher long term P/E assumptions around 21x, while still accounting for modestly higher discount rates and slightly softer revenue growth and margin inputs. Analyst Commentary Recent Street research on TechnipFMC clusters around a higher valuation framework tied to management's multi year outlook, especially for the Subsea business.
내러티브 업데이트 • Mar 02

FTI: Rising Subsea Margin Hurdles Will Challenge Already Elevated Share Price

We are lifting our TechnipFMC fair value estimate to $41.37 from $37.73 as analysts point to higher long run revenue growth assumptions and stronger Subsea margin potential, which is reflected in rising Street price targets across multiple firms. Analyst Commentary Street research on TechnipFMC has been active, with many firms revisiting their models after recent results and updated 2026 guidance.
내러티브 업데이트 • Feb 16

FTI: Sector Euphoria Around Venezuela Will Outpace Real Cash And Margin Delivery

Analysts have raised their fair value estimate for TechnipFMC by about $1.45 to $50.62, reflecting higher Street price targets into the mid $50s and supported by stronger EBITDA expectations across the oilfield services group. Analyst Commentary Recent Street research on TechnipFMC centers on higher price targets, updated EBITDA forecasts for the broader oilfield services group, and a mixed read on how sector news is feeding into valuations.
내러티브 업데이트 • Feb 02

FTI: Elevated Sector Optimism Will Outrun Cash Returns And Subsea Margin Delivery

Analysts have raised their average price targets on TechnipFMC to the mid US$50s, reflecting updated sector views that bring their oilfield services EBITDA estimates closer to or above consensus over the coming years. Analyst Commentary Recent research updates cluster around higher price targets in the low to mid US$50s, with bullish analysts aligning their oilfield services EBITDA views more closely with, and in some cases above, sector consensus over the next several years.
내러티브 업데이트 • Jan 19

FTI: Future Cash Returns And Subsea Margins Will Support Measured Upside Potential

Analysts have lifted their blended price target on TechnipFMC from about US$47.10 to roughly US$49.17, citing updated sector models that bring earnings forecasts closer to or above consensus, stronger recent results, improved free cash flow conversion, and reaffirmed confidence in subsea margin guidance. Analyst Commentary Street research on TechnipFMC is generally skewed toward a constructive view, with several firms lifting their price targets and pointing to a mix of execution, earnings visibility, and cash generation.
내러티브 업데이트 • Jan 05

FTI: Future Cash Returns And Subsea Margins Will Support Balanced Upside Risks

Analysts have raised their price target on TechnipFMC from $45.75 to $47.10, citing stronger than expected free cash flow conversion, an improving subsea margin outlook into 2026, and growing confidence that the company can capture more economic value from its offshore project pipeline. Analyst Commentary Bullish analysts highlight a constructive backdrop for TechnipFMC, pointing to a combination of stronger free cash flow generation, rising subsea margins, and a more favorable capital return profile as key drivers of recent price target increases.
내러티브 업데이트 • Dec 16

FTI: Subsea Margin Ambitions Will Struggle To Justify Elevated Share Price

We are raising our fair value estimate for TechnipFMC from $30.00 to approximately $37.73 per share, reflecting analysts' higher price targets and greater confidence in the company's ability to convert robust EBITDA into free cash flow and expand subsea margins above prior expectations. Analyst Commentary Recent Street research has turned increasingly constructive on TechnipFMC, with multiple firms lifting price targets into the high 40s and low 50s and reiterating positive ratings.
내러티브 업데이트 • Dec 02

FTI: Strong Free Cash Flow And Margin Expansion Will Drive Long-Term Returns

Analysts have increased their price targets for TechnipFMC, with the latest revisions citing robust Q3 results, enhanced margin guidance, and stronger free cash flow. New targets rose to between $43 and $50, compared to previous levels ranging from $41 to $48.
내러티브 업데이트 • Nov 18

FTI: Subsea Margin Gains And Cash Flow Strength Will Offset Market Uncertainty

Analysts have raised their price target for TechnipFMC from $44.95 to $45.75, citing robust quarterly results, increased free cash flow conversion, and strong subsea margin guidance as key drivers that support the company's improved valuation outlook. Analyst Commentary Following TechnipFMC's strong quarterly performance and updated outlook, industry analysts have provided fresh perspectives on the company's valuation and growth prospects.
내러티브 업데이트 • Nov 03

FTI: Share Buybacks And Improving Margins Will Define Balanced Future Outlook

TechnipFMC's analyst price target increased from $42.85 to $44.95, as analysts cite stronger-than-expected quarterly performance, robust margin guidance, and growing shareholder returns as key drivers of their optimism. Analyst Commentary Recent analyst updates reflect increased optimism surrounding TechnipFMC’s operational execution and outlook.
내러티브 업데이트 • Oct 20

Accelerated Offshore Projects And Integrated Subsea Will Shape Future Momentum

Analysts have raised their fair value estimate for TechnipFMC from $41.71 to $42.85 per share. They cite stronger confidence in the company's ability to accelerate offshore development cycles and capture more economic value for customers.
내러티브 업데이트 • Oct 05

Accelerated Offshore Projects And Integrated Subsea Will Shape Future Momentum

Analysts have raised their price target for TechnipFMC from $41 to $43, citing continued strength in subsea orders and management's confidence in achieving long-term goals, even in the face of macro uncertainty. Analyst Commentary Recent analyst opinions on TechnipFMC reflect a balanced view, highlighting both the company's strengths and the challenges it faces in the current market environment.
내러티브 업데이트 • Sep 04

Accelerated Offshore Projects And Integrated Subsea Will Shape Future Momentum

Continued softness in offshore drilling and macroeconomic uncertainty have tempered near-term growth expectations for TechnipFMC, though the analyst consensus price target remains unchanged at $41.14. Analyst Commentary Ongoing softness in offshore drilling activity weighs on near-term growth prospects.
분석 기사 • Jul 02

Is TechnipFMC (NYSE:FTI) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Jun 14

TechnipFMC plc (NYSE:FTI) Shares Could Be 31% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, TechnipFMC fair value estimate is US$49.77 TechnipFMC is...
Seeking Alpha • Sep 16

TechnipFMC: Should You Buy The Dip?

Summary TechnipFMC has been growing impressively. The offshore/subsea markets where the company mainly operates are resilient despite lower oil prices. The company generates free cash flow and channels it into buybacks; this suggests the current drawdown may not last long. Read the full article on Seeking Alpha
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새 내러티브 • Aug 22

Subsea Innovations And Global Expansions Forecast Robust Revenue And Earnings Growth

Subsea orders and operational efficiencies signal strong future revenue and improved profitability through innovation and geographic expansion.
Seeking Alpha • Jul 31

TechnipFMC: Delivering In Subsea Energy Technology And Backlog Conversion

Summary TechnipFMC reported a 17.92% YoY revenue growth in Q2 2024, reaching a historic quarterly high of $2.33 billion. The company's subsea sector has been its highest earner, with a backlog reaching a historic high of $13.9 million. TechnipFMC's innovative integrated technologies, such as Subsea 2.0, have driven its growth and competitive advantage in the subsea production business. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:FTI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202812,0691,4271,5311,88611
12/31/202711,3971,2941,4101,75721
12/31/202610,6621,1721,3271,70221
3/31/202610,1921,0821,3441,655N/A
12/31/20259,9339641,4471,765N/A
9/30/20259,8039731,6131,962N/A
6/30/20259,5049381,3901,715N/A
3/31/20259,2758281,2381,529N/A
12/31/20249,083843679961N/A
9/30/20248,7976389131,133N/A
6/30/20248,5054538661,077N/A
3/31/20248,1521807891,002N/A
12/31/20237,82456468693N/A
9/30/20237,466-72427650N/A
6/30/20237,142-157430640N/A
3/31/20236,887-68194387N/A
12/31/20226,700-62194352N/A
9/30/20226,529-162114269N/A
6/30/20226,376-20822193N/A
3/31/20226,327-38529204N/A
12/31/20216,40488590781N/A
9/30/20216,481140693853N/A
6/30/20216,629115708885N/A
3/31/20216,580113652877N/A
12/31/20206,531-3,553401657N/A
9/30/20208,657-5,891348661N/A
6/30/202010,265-5,945240587N/A
3/31/202012,079-5,671403755N/A
12/31/20196,950-2,645N/A849N/A
9/30/201913,005-2,260N/A449N/A
6/30/201912,814-2,004N/A495N/A
3/31/201912,341-1,996N/A138N/A
12/31/201812,553-1,922N/A-185N/A
9/30/201812,913184N/A-413N/A
6/30/201813,910168N/A-569N/A
3/31/201814,794227N/A-142N/A
12/31/201715,057113N/A211N/A
9/30/201713,422133N/A504N/A
6/30/201711,656315N/A362N/A
3/31/201710,182254N/A484N/A
12/31/20169,200393N/A494N/A
9/30/20169,842642N/A563N/A
6/30/201610,331520N/A1,063N/A
3/31/201610,89674N/A297N/A
12/31/201511,47214N/A700N/A
9/30/201511,28326N/A94N/A
6/30/201511,503-10N/A618N/A

애널리스트 향후 성장 전망

수입 대 저축률: FTI 의 연간 예상 수익 증가율(8.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: FTI 의 연간 수익(8.7%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: FTI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: FTI 의 수익(연간 5.5%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: FTI 의 수익(연간 5.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: FTI의 자본 수익률은 3년 후 33.5%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 19:31
종가2026/05/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

TechnipFMC plc는 47명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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