SUBCY(SUBCY)

$36.08—Stale · unknown old

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SUBCY(SUBCY)

OTC • Last print unknown ago

$36.08—Stale · unknown old

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SUBCY(SUBCY)

SUBCY

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8/27/26

SUBSEA 7 (SUBCY)

Thursday

11:56 AM

Thesis: The recent surge in oil prices and new contract wins have shifted market sentiment positively towards Subsea 7, indicating a robust recovery in offshore spending.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$7.1B	$7.7B	$7.9B
Rev. Growth	+4.0%	+8.6%	+1.8%
EPS	$1.40	$2.59	$2.71
EPS Growth	+106%	+84.7%	+4.9%
P/E (fwd)	25.8×	14.0×	13.3×

★ Analysts see FY2026 revenue reaching $7.7B — +8.6% growth in a single year.

The Bull Case for Growth

1Subsea 7 secured a $1.5 billion contract for a deepwater project in Brazil, expected to enhance revenue visibility for the next three years.
2The company reported a 15% increase in its contract backlog, indicating strong demand for subsea services amid rising oil prices.
3Technological advancements in subsea robotics are expected to reduce operational costs by 10%, enhancing profitability.
4Subsea 7's entry into the offshore wind market could diversify revenue streams, with expected contributions of $200 million by FY27.
5Transition to renewable energy sources
6Increased investment in offshore infrastructure
7Fluctuations in WTI and Brent crude oil prices, which directly impact offshore drilling activity
8New contract awards in the North Sea and Brazil, particularly for deepwater projects

FY2025 Snapshot

Revenue: $7.1B
Rev. Growth: +4.0%
Gross Margin: 15.0%
Op. Margin: 10.7%
Net Margin: 5.8%
Net Income: $413M
NI Growth: +105%
EPS: $1.40
1Y Return: +86.0%

SUBCY Chart

My Notes

"Management highlighted, 'Our strategic focus on deepwater projects is yielding significant results as demand rebounds.'"
Moat: Subsea 7's competitive advantage lies in its advanced technology and specialized fleet, which are difficult for competitors to replicate.
growth - Investors seeking exposure to the recovery in offshore energy spending and renewable energy projects.
Interest rates affect Subsea 7 primarily through financing costs for capital expenditures and project financing.
Watch on earnings: Brent crude oil price, Contract backlog value, Free cash flow yield.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $7.7B to $7.9B as subsea 7 secured a $1.5 billion contract for a deepwater project in brazil.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

25.8×

14.0×

13.3×

The Bull Case for Growth

1Subsea 7 secured a $1.5 billion contract for a deepwater project in Brazil, expected to enhance revenue visibility for the next three years.

2The company reported a 15% increase in its contract backlog, indicating strong demand for subsea services amid rising oil prices.

3Technological advancements in subsea robotics are expected to reduce operational costs by 10%, enhancing profitability.

4Subsea 7's entry into the offshore wind market could diversify revenue streams, with expected contributions of $200 million by FY27.

5Transition to renewable energy sources

6Increased investment in offshore infrastructure

7Fluctuations in WTI and Brent crude oil prices, which directly impact offshore drilling activity

8New contract awards in the North Sea and Brazil, particularly for deepwater projects

My Notes

"Management highlighted, 'Our strategic focus on deepwater projects is yielding significant results as demand rebounds.'"

Moat: Subsea 7's competitive advantage lies in its advanced technology and specialized fleet, which are difficult for competitors to replicate.

growth - Investors seeking exposure to the recovery in offshore energy spending and renewable energy projects.

Interest rates affect Subsea 7 primarily through financing costs for capital expenditures and project financing.

Watch on earnings: Brent crude oil price, Contract backlog value, Free cash flow yield.