Oceaneering International, Inc.

NYSE:OII 주식 리포트

시가총액: US$5.2b

Oceaneering International 향후 성장

Future 기준 점검 0/6

Oceaneering International 의 수익은 연간 30.1% 감소할 것으로 예상되는 반면, 연간 수익은 5.9% 로 증가할 것으로 예상됩니다. EPS는 연간 24.6% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.7% 로 예상됩니다.

핵심 정보

-30.1%

이익 성장률

-24.64%

EPS 성장률

Energy Services 이익 성장22.9%
매출 성장률5.9%
향후 자기자본이익률14.73%
애널리스트 커버리지

Low

마지막 업데이트12 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Aug 09

OII: Offshore Equipment Cycle Timing Will Cap Returns Despite Strong Execution

Analysts have raised the fair value estimate for Oceaneering International from $36.50 to $40.25, reflecting updated views on profit margins, the discount rate, and future P/E assumptions, and aligning with recent price target increases to $40 and $47 in Street research. Analyst Commentary Recent Street research on Oceaneering International centers on how the stock lines up with execution in the core business and what investors are paying for that performance.
분석 기사 • Jul 31

Additional Considerations Required While Assessing Oceaneering International's (NYSE:OII) Strong Earnings

Unsurprisingly, Oceaneering International, Inc.'s ( NYSE:OII ) stock price was strong on the back of its healthy...
내러티브 업데이트 • Jul 26

OII: Offshore Equipment Cycle Risk Will Limit Upside Despite Strong Q2

Analysts have raised the price target for Oceaneering International to $36.50 from $35.25, citing expectations for improving offshore equipment demand and a sector backdrop they view as more supportive for future orders. Analyst Commentary Recent research on Oceaneering International points to a mixed but constructive tone, with several price target increases and a focus on how offshore activity and equipment orders could influence the stock over the next few years.
Seeking Alpha • Jul 23

Oceaneering International: Diversification Is Improving, But The Upside Looks Priced In

Summary Oceaneering International is shifting toward defense, aerospace, and underwater automation, reducing reliance on cyclical oil and gas markets. OII delivered 10% revenue growth and beat Q2 2026 analyst forecasts, with management maintaining a $400–440 million annual EBITDA outlook. A forward P/E of 25.7x and a low free cash flow margin suggest the current valuation leaves little room for execution missteps. Debt refinancing, low underwater robot utilization, and a higher P/B ratio highlight operational and financial risks despite improving business quality. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 30

OII: Offshore Equipment Upswing And Debt Refinancing Will Shape FY26 Outlook

Analysts have raised their fair value estimate for Oceaneering International to $40 from $35, reflecting updated assumptions on revenue growth, margins, discount rate, and future P/E as they incorporate expectations for improving offshore equipment activity and order trends over the coming years. Analyst Commentary Recent Street research on Oceaneering International points to a more constructive tone, with bullish analysts lifting price targets and highlighting potential benefits from an improving offshore equipment backdrop.
분석 기사 • Jun 20

Oceaneering International (OII) Stock Could Be 2.3% Overvalued After BlackRock Backing And Stronger Results

Institutional buying and improving fundamentals put Oceaneering International in focus Oceaneering International (OII) is drawing fresh attention after BlackRock and State Street increased their positions, alongside year-over-year gains in quarterly revenue and net profit and a solid financial health score within its industry. For you as an investor, this mix of stronger institutional interest and improving reported fundamentals sits against ongoing concerns about operating efficiency and...
내러티브 업데이트 • Jun 16

OII: Elevated Earnings Multiple Will Likely Cap Future Share Price Upside

Analysts have lifted their fair value estimate for Oceaneering International from $25.00 to $31.00, citing updated assumptions around revenue growth, profit margins, and future P/E expectations, which are reflected in recent price target increases from firms such as Barclays and TD Cowen. Analyst Commentary Recent research on Oceaneering International highlights a mix of optimism around the higher fair value estimate and more cautious views that focus on execution and valuation risks.
내러티브 업데이트 • Jun 02

OII: Offshore Contract Wins And FY26 Execution Will Shape Fair Outlook

Analysts have raised their average price target on Oceaneering International by $7, and the updated $35.25 fair value view is supported by recent target increases at several firms that cite a more constructive outlook on the stock. Analyst Commentary Recent research updates point to a more constructive stance on Oceaneering, with several firms revising their fair value estimates higher.
내러티브 업데이트 • May 10

OII: FY26 EBITDA Targets And Mixed Offshore Delivery Will Shape Fair Outlook

Analysts raised their price target on Oceaneering International to $35.25 from $31.50, citing updated models that reflect recent target hikes from several firms, steady long term revenue growth assumptions, and a higher expected P/E multiple despite lower projected profit margins. Analyst Commentary Recent research updates present a mix of optimism and caution around Oceaneering International, with several firms lifting price targets while still highlighting execution risks and valuation questions.
새로운 내러티브 • Apr 25

Oceaneering International, Inc. Reports Strong FY 2025 Earnings Growth with Margin Expansion and Robust Cash Generation

Executive Summary Analyst: Qudus Adebara (Founder of Wane Investment House) Oceaneering International, Inc. delivered a strong financial performance for the year ended December 31, 2025, reflecting improved offshore activity and operational efficiency across its core segments.
내러티브 업데이트 • Apr 25

OII: Mixed Q4 And FY26 EBITDA Outlook Will Limit Further Upside

The analyst price target for Oceaneering International has moved higher into the mid $30s range, with recent Street research citing updated models after a mixed Q4, resilient pricing in key segments, ADTech strength, and reiterated FY26 EBITDA guidance with expectations for low to mid single digit revenue growth. Analyst Commentary Recent research updates point to higher price targets in the low to mid $30s range, but with ratings that remain cautious rather than outright bullish.
내러티브 업데이트 • Apr 11

OII: FY26 Margin Reliance Will Likely Outrun Mixed Offshore Execution

Oceaneering International's fair value estimate has shifted from $27.50 to $31.50 as analysts factor in updated Q4 results, reaffirmed FY26 guidance, and revised price targets in the low to mid $30s range. Analyst Commentary Street research has broadly moved price targets for Oceaneering International into the low to mid US$30s range, reflecting updated Q4 data and reiterated FY26 guidance.
내러티브 업데이트 • Mar 28

OII: Mixed Quarter And FY26 Outlook Will Restrain Further Upside

Oceaneering International's fair value estimate has been revised to $25.00 from $17.50 as analysts lift price targets into the low to mid $30s and incorporate updated models following recent quarterly results and reiterated FY26 guidance. Analyst Commentary Recent Street updates on Oceaneering International center on refreshed models after the latest quarterly report and FY26 outlook, with several firms lifting price targets into the low to mid $30s while maintaining neutral ratings.
내러티브 업데이트 • Mar 14

OII: FY26 Guidance And Segment Resilience Will Shape A Steady Outlook

The analyst price target for Oceaneering International has shifted from $25 to $35 as analysts factor in updated models and recent research pointing to steady FY26 EBITDA guidance, modest revenue growth expectations, and resilience in areas like ADTech and SSR pricing despite mixed Q4 metrics. Analyst Commentary Recent research has tilted more constructive on Oceaneering International, with several bullish analysts lifting their valuation ranges after updating models around the latest Q4 print and forward guidance.
내러티브 업데이트 • Feb 27

OII: Venezuela Hype Will Likely Outrun Offshore Execution Reality

Narrative Update on Oceaneering International Analysts have lifted their average price target on Oceaneering International by about $5, to roughly $27.50. This reflects updated models after the Q4 report and recent sector adjustments that factor in both revised growth expectations and more cautious views on how quickly Venezuela related opportunities could translate into offshore activity.
분석 기사 • Jan 28

Oceaneering International, Inc. (NYSE:OII) Shares Fly 28% But Investors Aren't Buying For Growth

Oceaneering International, Inc. ( NYSE:OII ) shareholders have had their patience rewarded with a 28% share price jump...
분석 기사 • Oct 21

Investors Don't See Light At End Of Oceaneering International, Inc.'s (NYSE:OII) Tunnel

With a price-to-earnings (or "P/E") ratio of 11.7x Oceaneering International, Inc. ( NYSE:OII ) may be sending bullish...
내러티브 업데이트 • Sep 10

Global Energy Transition Will Shrink Offshore Oil Revenues

Upward revisions to Oceaneering International’s price target reflect stronger-than-expected Q2 results, resilient offshore drilling markets, robust demand trends, and improved earnings visibility, resulting in a new consensus fair value of $22.38. Analyst Commentary Upward price target revisions reflect updated models following stronger-than-expected Q2 results in the oil and gas equipment and services sector.
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새로운 내러티브 • Aug 10

Global Energy Transition Will Shrink Offshore Oil Revenues

Decarbonization and growth of renewables threaten Oceaneering's long-term oilfield service demand, limiting revenue potential and project backlog.
Seeking Alpha • Apr 29

Oceaneering International: The Risks Are Real, But So Is The Upside

Summary Oceaneering International's shares are down 31.2% YTD, but their significant market share and diverse segments make them an attractive buy despite energy market uncertainties. The company boasts a 59% global market share in the ROV drill support industry and has shown robust revenue and profit growth across all segments. Management's optimistic 2025 outlook includes a projected EBITDA increase of 16.6%, despite potential risks from energy market volatility and geopolitical factors. Given the company's strong historical performance and current undervaluation, I assign a solid 'buy' rating, with potential for a 'strong buy' if energy market clarity improves. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:OII - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,361N/A2834212
12/31/20273,057214731963
12/31/20262,951209271283
6/30/20262,872350223318N/A
3/31/20262,802339238340N/A
12/31/20252,784354208319N/A
9/30/20252,829232112226N/A
6/30/20252,766202102217N/A
3/31/20252,73718385192N/A
12/31/20242,66114796203N/A
9/30/20242,602136120228N/A
6/30/20242,558124107215N/A
3/31/20242,48710875183N/A
12/31/20232,42597109210N/A
9/30/20232,30676124217N/A
6/30/20232,23164137223N/A
3/31/20232,1574978158N/A
12/31/20222,0662640121N/A
9/30/20221,997-3632101N/A
6/30/20221,904-62-1152N/A
3/31/20221,878-5988147N/A
12/31/20211,869-49175225N/A
9/30/20211,827-35139190N/A
6/30/20211,800-107134180N/A
3/31/20211,729-139123167N/A
12/31/20201,828-49776137N/A
9/30/20201,964-7351378N/A
6/30/20202,022-681-2490N/A
3/31/20202,091-691N/A106N/A
12/31/20192,048-348N/A158N/A
9/30/20191,982-150N/A113N/A
6/30/20192,004-190N/A94N/A
3/31/20191,987-188N/A50N/A
12/31/20181,909-212N/A37N/A
9/30/20181,89925N/A28N/A
6/30/20181,85590N/A50N/A
3/31/20181,892125N/A83N/A
12/31/20171,922166N/A136N/A
9/30/20171,926-18N/A222N/A
6/30/20171,999-28N/A297N/A
3/31/20172,109-8N/A346N/A
12/31/20162,27225N/A339N/A
9/30/20162,50563N/A449N/A
6/30/20162,700143N/A505N/A
3/31/20162,884187N/A605N/A
12/31/20153,063231N/A564N/A
9/30/20153,260306N/A709N/A

애널리스트 향후 성장 전망

수입 대 저축률: OII 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -30.1%).

수익 vs 시장: OII 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -30.1%).

고성장 수익: OII 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: OII 의 수익(연간 5.9%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: OII 의 수익(연간 5.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: OII의 자본 수익률은 3년 후 14.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/17 04:54
종가2026/08/17 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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  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

Oceaneering International, Inc.는 32명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Daniel LebenBaird
Sungeun KimBarclays
James WestBarclays