Key customers — 31% of revenue (2025)
“Our top five customers in 2025, 2024 and 2023 accounted for 31%, 31% and 36%, respectively, of our consolidated revenue.”
One customer — 12% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, revenue from one customer, the U.S. Government, accounted for 12% of our total consolidated annual revenue, and no other customer accounted for more than 10% of our total consolidated revenue.”
Key customers — 31% of revenue (2024)
“Our top five customers in 2025, 2024 and 2023 accounted for 31%, 31% and 36%, respectively, of our consolidated revenue.”
Key customers — 36% of revenue (2023)
“Our top five customers in 2025, 2024 and 2023 accounted for 31%, 31% and 36%, respectively, of our consolidated revenue.”
One customer — 10% of revenue (the year ended December 31, 2023)
“For the year ended December 31, 2023, revenue from one customer, the U.S. Government, accounted for 10% of our total consolidated annual revenue, and no other customer accounted for more than 10% of our total consolidated revenue.”
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Oceaneering International, Inc. made an investor handout for institutional investor meetings available on its Investor Relations page beginning November 5, 2026, after market close.
Oceaneering reported third-quarter 2026 adjusted EBITDA of $119 million, up 7%, and initiated 2027 consolidated EBITDA guidance of $430 to $480 million.
Oceaneering reported third-quarter operating results increased by 7% on 6% revenue growth, driven by Subsea Robotics and Offshore Projects Group. It issued $500 million of 6.875% senior notes due 2034 and extended its revolving facility's maturity to July 2031.
Oceaneering reported third quarter 2026 revenue of $785 million, adjusted EBITDA of $119 million, free cash flow of $142 million and net income of $52.6 million, down 26%. It initiated full-year 2027 EBITDA guidance of $430 million to $480 million.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Third-quarter revenue, operating income, adjusted EBITDA and free cash flow increased, SSR improved, and bookings and refinancing supported the outlook. Initial 2027 EBITDA guidance is $430 million to $480 million with free cash flow expected to exceed the 2026 forecast. Risks include lower net income, weaker segment profitability, lower Manufactured Products backlog and book-to-bill, moderating fourth-quarter free cash flow, and potential ADTech delays from the appropriations process.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Backlog at End of Period | $445M | Three Months Ended June 30, 2026 filing | — |
| Fleet size (work-class ROVs) | 250 | Three Months Ended Jun 30, 2026 filing | — |
| ROV Days Available | 22,750 | Three Months Ended June 30, 2026 filing | — |
| ROV Days Utilized | 14,930 | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OII
this stock
Oceaneering International Inc
|
$3.54B | +48.3% | +4.6% | 10.9 | 6.6% |
|
SLB
Slb Limited
|
$76.27B | +34.6% | +9.5% | 25.3 | 3.9% |
|
BKR
Baker Hughes Co
|
$49.10B | +8.6% | -0.3% | — | 2.4% |
|
TS
Tenaris SA
|
$30.93B | +59.3% | — | — | 0.7% |
|
HAL
Halliburton Co
|
$27.94B | +19.5% | +22.5% | — | 4.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Oceaneering International, Inc. made an investor handout for institutional investor meetings available on its Investor Relations page beginning November 5, 2026, after market close.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OII | +4.1% | -18.6% | -8.8% | -12.8% | +48.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +1.5% | -17.5% | -9.3% | -12.6% | +37.7% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
