London · Delayed Price · Currency is GBP · Price in GBX Hunting Earnings Call Transcripts
Fiscal Year 2026
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Strong 2025 results, increased shareholder distributions, and strategic acquisitions were highlighted. The company is expanding in subsea, non-oil and gas sectors, and expects significant OOR growth by 2030. Voting was conducted by poll, with results to be published.
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Subsea technology and OOR are driving a transformation to a high-margin, integrated technology partner, with strong financial performance, robust growth pipeline, and minimal CapEx for scaling. Acquisitions and innovation underpin a strategy targeting $470 million subsea and $100 million OOR revenue by 2030.
Fiscal Year 2025
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Strong 2025 results driven by higher-margin products, robust cash generation, and strategic acquisitions. Guidance for 2026 targets EBITDA of $145–$155 million and margin improvement, with a strong order pipeline in subsea and OCTG.
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Revenue and EBITDA grew 7% and 16% year-over-year, driven by strong OCTG and subsea performance, strategic acquisitions, and cost reductions. Guidance is maintained, with robust cash flow, record margins, and a focus on international growth and shareholder returns.
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Strong first-half results and robust financials support increased dividends and a $40 million share buyback. Recent acquisitions in Subsea and Oil Recovery drive high-margin growth, while international expansion and operational excellence underpin a positive outlook.
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Delivered strong 2024 results with EBITDA up over 20% and robust cash generation. Strategic focus includes cost reductions, M&A, and technology-driven growth in both oil and non-oil sectors. Energy transition and ESG remain key priorities.
Fiscal Year 2024
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Delivered strong 2024 results with 13% revenue and 23% EBITDA growth, driven by offshore and subsea markets. Free cash flow exceeded $140 million, and order book remains robust. 2025 guidance anticipates continued growth, with margin improvements and strategic capital allocation.
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Record order book and strong international/subsea growth offset U.S. softness, with EBITDA margin up to 12% and EPS up 61%. Guidance is maintained, with major orders and cost actions supporting future growth, while working capital and market risks are actively managed.