TechnipFMC's subsea integrated EPCI model captures the largest offshore inbox in over a decade, with Brazil, Guyana, West Africa and Norway tenders driving order book to record levels. iEPCI integration drives margin expansion versus legacy fragmented model. Limited subsea capacity globally protects pricing power. Free cash flow ramp supports accelerated capital returns.
Thesis reviewed May 29, 2026
TechnipFMC plc is headquartered in United Kingdom, which is currently showing elevated risk signals.
🇬🇧United Kingdom78ENTRYView United Kingdom risk detail →⚡Energy100REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| CVE | Cenovus Energy Inc. | 90 | +17% | ↓99% | ENTRY |
| SU | Suncor Energy Inc. | 90 | +14% | ↓99% | ENTRY |
| TTE | TotalEnergies SE | 90 | +10% | ↓99% | ENTRY |
| FTI | TechnipFMC plc | 90 | +20% | ↓99% | ENTRY |
| SHEL | Shell plc | 90 | +4% | ↓99% | NEUTRAL |
| BP | BP plc | 90 | -10% | ↓99% | AVOID |
| ENI | Eni SpA | 90 | +13% | ↓99% | ENTRY |
Investors who hold FTI may also have indirect exposure through these country funds.
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TechnipFMC wins $2B+ Petrobras contract for Buzios
Estimates · Yahoo Finance · Not audited figures