文章核心观点 - 公司第二季度调整后每股利润28美分,低于市场预期37美分,主要由于某些业务分部的营业收入低于预期 [1] - 但公司整体营业收入668.8百万美元,超过市场预期,同比增长11.9% [3] - 公司预计第三季度各业务分部的收入和盈利能力将有所改善,全年EBITDA预计340-370百万美元,净利润130-150百万美元 [15][16][17][18] 业务分部总结 Subsea Robotics - 营业收入215百万美元,同比增长15.3%,超出预期 [5] - 营业利润61.8百万美元,同比增长46.4%,超出预期 [5] Manufactured Products - 营业收入139.3百万美元,同比增长11.5%,超出预期 [7] - 营业利润14.4百万美元,同比增长35.8%,超出预期 [7] - 订单回升至7.13亿美元 [7] Offshore Projects Group - 营业收入144.1百万美元,同比增长10.3%,低于预期 [9] - 营业利润13.2百万美元,同比下降22.8%,低于预期 [9] Integrity Management & Digital Solutions - 营业收入73.5百万美元,同比增长16.3%,低于预期 [11] - 营业利润3.5百万美元,同比下降7.9%,符合预期 [11] Aerospace and Defense Technologies - 营业收入97百万美元,同比增长4.5%,低于预期 [13] - 营业利润7.2百万美元,同比下降36.8%,低于预期 [13]

Oceaneering International (OII) came out with quarterly earnings of $0.28 per share, missing the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -24.32%. A quarter ago, it was expected that this oilfield services company would post earnings of $0.30 per share when it actually produced earnings of $0.14, delivering a surprise of -53.33%.Over the las ...

财务业绩 - 第二季度净收入为3500万美元，每股收益为0.34美元[3] - 第二季度调整后净收入为2860万美元，每股收益为0.28美元[3] - 公司2024年第二季度净收入为50,132千美元，每股摊薄收益为0.49美元[49] - 公司2024年第二季度调整后净收入为42,454千美元，每股摊薄收益为0.41美元[50] 业务分部表现 - 第二季度Subsea Robotics(SSR)业务的营业利润增加46%[9] - 第二季度Manufactured Products业务的营业利润增加35%[11] - 第二季度Offshore Projects Group(OPG)业务的营业利润下降23%[12] - 第二季度Aerospace and Defense Technologies(ADTech)业务的营业利润大幅下降[14] - 公司2024年第二季度Subsea Robotics业务收入为2.15亿美元，同比增长15.2%[32] - 公司2024年第二季度Subsea Robotics业务利润率为29%，同比提升6个百分点[32] - 公司2024年第二季度Manufactured Products业务收入为1.39亿美元，同比增长11.5%[33] - 公司2024年第二季度Offshore Projects Group业务收入为1.44亿美元，同比增长10.4%[35] - 公司2024年第二季度各业务分部的EBITDA和调整后EBITDA情况[62,63] 财务指标 - 公司2024年上半年总收入为12.679亿美元，同比增长11.7%[39] - 公司2024年上半年毛利率为16.8%，同比提升3.4个百分点[39] - 公司2024年上半年营业利润为9.71亿美元，同比增长27.7%[39] - 公司2024年第二季度营业利润率为9%，同比提升1个百分点[39] - 公司2024年上半年自由现金流为4.84亿美元[43] - 公司2024年第二季度EBITDA为86,894千美元，调整后EBITDA为85,860千美元[51] - 公司2024年第二季度收入为668,808千美元，EBITDA利润率为13%，调整后EBITDA利润率也为13%[52] - 公司2024年第二季度自由现金流为29,765千美元[53] 未来展望 - 预计第三季度EBITDA将在9500万美元至10500万美元之间[16] - 预计全年调整后EBITDA将在3.4亿美元至3.7亿美元之间[17] - 预计全年净收入将在1.3亿美元至1.5亿美元之间[17] - 预计ADTech业务的营业利润和利润率将低于2023年[17] - 公司预计2024年全年EBITDA在95,000千美元至105,000千美元之间[55,57] - 公司预计2024年全年自由现金流在110,000千美元至150,000千美元之间[59] 历史业绩 - 2023年第一季度收入为1.865亿美元，同比增长49%[66] - 2023年第一季度GAAP经营利润率为23%，调整后EBITDA利润率为30%[66] - 2024年上半年收入为4.019亿美元，同比增长13%[72] - 2024年上半年GAAP经营利润率为26%，调整后EBITDA利润率为33%[72] - 2023年上半年收入为3.557亿美元，同比增长12%[75] - 2023年上半年GAAP经营利润率为21%，调整后EBITDA利润率为29%[75] - 2024年第一季度SSR业务收入为1.869亿美元，GAAP经营利润率为24%，调整后EBITDA利润率为31%[69] - 2024年上半年SSR业务GAAP经营利润为1.060亿美元，调整后EBITDA为1.308亿美元[71] - 2023年上半年SSR业务GAAP经营利润为7.588亿美元，调整后EBITDA为1.042亿美元[74] - 2024年上半年MP业务GAAP经营利润为2.756亿美元，调整后EBITDA为3.397亿美元[71]

Oceaneering International, Inc. (OII) is set to report second-quarter earnings on Jul 24, after the closing bell. The Zacks Consensus Estimate for earnings is pegged at 37 cents per share and revenues at $665.18 million.Let’s delve into the factors that might have influenced OII’s performance in the to-be-reported quarter. Before that, it’s worth taking a look at the company’s performance in the last reported quarter.Highlights of Q1 EarningsIn the last reported quarter, Houston, TX-based, oil and gas equip ...

Oceaneering International, Inc. (OII) , a leading supplier of offshore equipment and technology solutions to the energy industry, recently announced significant contractual agreements through its Offshore Projects Group (“OPG”) segment. These agreements mark a key advancement in its service offerings within the Gulf of Mexico region.Under these contracts, OII's OPG segment will provide inspection, maintenance and repair (“IMR”) services, as well as installation and intervention services. These contracts hig ...

Oceaneering International, Inc.'s (OII) Manufactured Products division has secured a major contract from a U.S. independent energy company. The contract is valued at roughly $50 million and involves supplying a specialized underwater cable for a project in the Gulf of Mexico. This deal highlights OII's strong reputation in the industry and its capacity to deliver high-quality products in a timely manner.Scope of the ContractThe contract involves the supply of an electro-hydraulic, steel tube dynamic umbilic ...

Oceaneering International, Inc. (OII) , a leading supplier of offshore equipment and technology solutions to the energy industry, declared that its Manufactured Products segment won two major contracts with Petrobras (PBR) , Brazil's state-run oil and gas company, through a competitive bidding process.These contracts are expected to generate net revenues between $120 million and $183 million. Let's delve into the details of these contracts, the significance of the products being supplied and the broader imp ...

Oceaneering International, Inc. (OII) and TotalEnergies SE (TTE) , a France-based integrated oil and gas company, joined forces to unveil a revolutionary advancement in pipeline inspection technology — the Freedom Autonomous Underwater Vehicle ("AUV"). This innovative solution promises to revolutionize the landscape of sub-marine pipeline inspections, setting a new standard for sustainable commercial missions.Redefining Pipeline Inspection StandardsThe recent collaboration between OII, a provider of oil and ...

It has been about a month since the last earnings report for Oceaneering International (OII) . Shares have lost about 7.3% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Oceaneering International due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Oceaneering Q1 Ea ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-10945 ____________________________________________ OCEANEERING INTERNATIONAL, INC. (Exact name of registrant as specified in its charter) De ...