OII

Oceaneering International Inc (OII) Q1 2026 Earnings Call Highlights: Navigating Challenges ...

Published: Apr 24, 2026   |  Read Original Article ↗

Article Summary

HOLD
  • Oceaneering International Inc. (NYSE: OII) reported lower operating income, lower EBITDA, and a 28% decline in net income as utilization declined across its subsea and manufacturing segments.
  • Oceaneering International, posted strong revenue growth in its Aerospace and Defense Technologies segment, supported by steady defense demand, but lower margins across Subsea Robotics and Manufacturing.
  • Cash flow from operations weakened due to higher incentive compensation and customer receivables, and free cash flow declined sharply due to increased capital spending.
  • Despite this, liquidity remained strong with a $607 million cash balance and $822 million in total liquidity.
  • OII secured a $1 billion order intake, one of its healthiest since 2020, and introduced Momentum, a next-generation electric work-class ROV expected to enhance supervised autonomy and reliability.
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Growth Stock Metric Rating
OII Rating
19.0
SELL

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? 2.4% 25% 20.0 ptsMinimal (2.4%) - Very weak
EPS Growth Next 5Y ? 8.0% 25% 20.0 ptsWeak (8.0%) - Low expectations
Target Price Upside ? 17.1% above 20% 0.0 ptsAbove Target (17.1% above) - Target: $31.50 vs Current: $38.02
Gross Margin % ? 20.0% 15% 40.0 ptsModerate (20.0%) - Adequate margins
Drawdown from 52-Wk High ? -5.2% 15% 20.0 ptsBarely a Dip (-5.2%) - Near recent highs
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About OII

Energy Oil & Gas Equipment & Services 11,100 employees Houston, TX, United States
  • Oceaneering International, Inc. provides engineered services and products and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries in the United States, Africa, the United Kingdom, Norway, Brazil, Asia, Australia, and internationally.
  • It operates through five segments: Subsea Robotics, Manufactured Products, Offshore Projects Group, Integrity Management & Digital Solutions, and Aerospace and Defense Technologies.
  • The Subsea Robotics segment offers remotely operated vehicles (ROVs) for drill support and vessel-based services, including subsea hardware installation, construction, pipeline inspection, survey and facilities inspection, maintenance, and repair; ROV tooling; and survey services comprising hydrographic survey and positioning services and autonomous underwater vehicles for geoscience.
  • Its Manufactured Products segment provides distribution and connection systems, such as production control umbilicals and field development hardware and pipeline connection and repair systems; connectors and subsea and topside control valves primarily to the energy industry; and autonomous mobile robotic technology to various industries.
  • The Offshore Projects Group segment offers subsea installation and intervention, including riserless light well intervention services, inspection, maintenance and repair services; installation and workover control systems and ROV workover control systems; diving services; project management and engineering; and drill pipe riser services and systems and wellhead load relief solutions.
  • Its Integrity Management & Digital Solution segment provides asset integrity management services, as well as software, digital, and connectivity solutions for the energy industry.
  • The Aerospace and Defense Technologies segment offers services and products, such as engineering and related manufacturing in defense and space exploration activities.
  • The company was founded in 1964 and is headquartered in Houston, Texas.
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