10-QPeriod: Q2 FY2017

TechnipFMC plc Quarterly Report for Q2 Ended Jun 30, 2017

Filed August 4, 2017For Securities:FTI

Summary

TechnipFMC plc's (FTI) Form 10-Q for the period ending June 30, 2017, highlights the significant impact of the January 2017 merger between Technip S.A. and FMC Technologies. The company reported total revenue of $3,845.0 million for the quarter, a substantial increase from the prior year's pro forma revenue of $2,370.5 million, reflecting the combined entities. However, revenue across most segments, particularly Subsea, saw a year-over-year decrease when compared on a pro forma basis, driven by lower order activity and backlog from the preceding years' oil price downturn. Profitability showed mixed results. While gross profit as a percentage of sales improved due to cost reductions and project execution efficiencies, overall net income attributable to TechnipFMC plc was $164.9 million for the quarter, down from a pro forma comparable of $104.0 million in the prior year. This was influenced by higher merger transaction and integration costs ($23.3 million vs. $16.7 million pro forma), and significant foreign exchange losses. The company also reported a material weakness in internal controls over financial reporting related to foreign currency remeasurement, with remediation efforts underway. The company maintains a strong liquidity position with significant cash and cash equivalents and an available revolving credit facility.

Financial Statements
Beta

Key Highlights

  • 1The merger between Technip and FMC Technologies, completed in January 2017, significantly altered the company's financial profile, with combined revenues of $3,845.0 million for Q2 2017.
  • 2Despite increased revenue due to the merger, pro forma revenue (comparing combined entities as if merged earlier) showed a decline of 22.5% ($1,114.3 million) compared to the pro forma Q2 2016, largely due to reduced Subsea activity.
  • 3Gross profit margin improved to 17.8% from a pro forma 14.1% in the prior year's quarter, attributed to cost reduction initiatives and improved project execution.
  • 4Net income attributable to TechnipFMC plc for the quarter was $164.9 million, while the six-month period showed $146.2 million, indicating ongoing integration and market challenges.
  • 5The company reported a material weakness in its internal control over financial reporting concerning foreign currency remeasurement for projects, with remediation actions being implemented.
  • 6TechnipFMC maintained a strong liquidity position, with $7,179.1 million in cash and cash equivalents and $1,425.1 million in unused capacity under its revolving credit facility as of June 30, 2017.
  • 7Inbound orders significantly increased to $3,153.0 million for the quarter, signaling potential future revenue growth, with Subsea and Onshore/Offshore segments showing notable increases.

Frequently Asked Questions

The merger between Technip and FMC Technologies, completed on January 16, 2017, is the primary driver of the financial results for the periods presented. The consolidated statements now reflect the combined operations of both entities, leading to significantly higher reported revenues compared to the individual pre-merger companies. However, for comparative purposes, the company also provides pro forma data to show what the combined results would have looked like if the merger had occurred earlier.

Revenue in the Subsea segment saw a decrease year-over-year on a pro forma basis due to lower order activity and backlog from the prior year's downturn. The Onshore/Offshore segment also experienced revenue declines due to reduced project backlog, though operating profit margins improved. Surface Technologies revenue decreased due to competitive pricing, but operating losses narrowed due to increased volume in certain areas and cost reductions.

TechnipFMC plc maintains a strong liquidity position with $7,179.1 million in cash and cash equivalents as of June 30, 2017. The company also has a $2.5 billion revolving credit facility with significant unused capacity, providing ample financial flexibility. Despite some repayment of long-term debt, the overall debt levels remain substantial post-merger.

Yes, the company disclosed a material weakness in its internal control over financial reporting related to the calculation of foreign currency effects on certain projects. This led to a restatement of prior period financials and is currently undergoing remediation. Management is implementing additional controls and procedures to address this issue.