10-QPeriod: Q1 FY2025

TechnipFMC plc Quarterly Report for Q1 Ended Mar 31, 2025

Filed April 24, 2025For Securities:FTI

Summary

TechnipFMC plc (FTI) reported a solid first quarter for 2025, demonstrating revenue growth driven by strong performance in its Subsea segment. Total revenue rose 9.4% year-over-year to $2.23 billion, with the Subsea segment contributing significantly due to increased iEPCI™ and services activities, particularly in regions like Indonesia, Norway, and Nigeria. This performance reflects the successful conversion of a growing backlog and the company's strategic positioning in key offshore markets. While the Surface Technologies segment saw a slight revenue dip, primarily due to lower activity in North America and Europe and the prior year's sale of the Measurement Solutions business, overall profitability remained robust. The company also continued its shareholder return program with substantial share repurchases and dividend payments. TechnipFMC's strong order intake and a healthy backlog provide visibility and confidence in future performance, underscoring its strategic focus on technological innovation and integrated project delivery in both conventional and new energy sectors.

Financial Statements
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Key Highlights

  • 1Total revenue increased by 9.4% to $2.23 billion in Q1 2025 compared to Q1 2024, driven by a 11.6% surge in Subsea revenue.
  • 2Subsea operating profit significantly improved, up 58.3% to $247.9 million, reflecting favorable activity mix and higher volumes.
  • 3Surface Technologies revenue saw a slight decrease of 3.2% to $297.4 million, primarily due to lower activity in North America and Europe, partially offset by growth in the Middle East.
  • 4The company reported strong inbound orders of $3.09 billion in Q1 2025, a 11.0% increase year-over-year, with the Subsea segment showing significant growth.
  • 5Order backlog remains robust at $15.82 billion as of March 31, 2025, an increase from $14.38 billion at the end of 2024, indicating strong future revenue potential.
  • 6TechnipFMC returned $250.1 million to shareholders through share repurchases in the first quarter of 2025, demonstrating a commitment to capital return.
  • 7Operating cash flow significantly improved to $441.7 million in Q1 2025, a substantial increase from $126.7 million used in the prior year's comparable period, driven by increased volume and customer advance payments.

Frequently Asked Questions

The primary driver of TechnipFMC's revenue growth in the first quarter of 2025 was the strong performance of its Subsea segment. This growth was fueled by increased iEPCI™ and services activities, particularly in regions like Indonesia, Norway, and Nigeria, benefiting from higher energy demand and upstream spending.

The Surface Technologies segment experienced a slight revenue decrease of 3.2% to $297.4 million. This was primarily due to lower activity in North America and Europe, compounded by the sale of the Measurement Solutions business in the prior year. However, increased activity in the Middle East partially offset these declines, and operating profit, excluding the gain from the MSB sale, showed a modest increase.

TechnipFMC maintains a positive outlook, supported by a strong order backlog of $15.82 billion as of March 31, 2025, which increased from the prior quarter. The company expects sustained strong activity through the end of the decade, driven by offshore development, deepwater resource exploration, and growing demand for new energy solutions.

TechnipFMC is actively returning capital to shareholders through a significant share repurchase program and quarterly cash dividends. In the first quarter of 2025, the company repurchased $250.1 million of its ordinary shares, and it declared a quarterly cash dividend of $0.05 per share, reflecting a commitment to shareholder value.