Tenaris vs TechnipFMC

This page compares Tenaris S.A. and TechnipFMC plc to explain how their business models, financial performance, and market context differ. It offers a neutral overview of each company’s positioning and strategy within the sector for readers seeking clarity. Educational content, not financial advice.

This page compares Tenaris S.A. and TechnipFMC plc to explain how their business models, financial performance, and market context differ. It offers a neutral overview of each company’s positioning an...

Comparison Snapshot

Key Financial Metrics

TS

Metric

FTI

$25.83B

Market Cap

$24.82B

-10.37%

Potential Profit

-21.50%

Buy

Analyst Rating

Buy

Why It's Moving

TS Stock Warning: Why Analysts See -7% Downside Risk

Morgan Stanley lifted its price target to $38 from $36, citing steady demand for Tenaris' premium pipes in drilling and extraction.
Analysts split on ratings with 25% Strong Buy but equal Sell recommendations, pointing to elevated P/E ratio of 9.4x versus sector average.
Recent energy sector buzz positions TS alongside bullish picks like Targa Resources, yet YTD declines and broader oil volatility fuel -7% downside warnings.

Sentiment:

🐻Bearish

TS Stock Warning: Why Analysts See -7% Downside Risk

Morgan Stanley lifted its price target to $38 from $36, citing steady demand for Tenaris' premium pipes in drilling and extraction.
Analysts split on ratings with 25% Strong Buy but equal Sell recommendations, pointing to elevated P/E ratio of 9.4x versus sector average.
Recent energy sector buzz positions TS alongside bullish picks like Targa Resources, yet YTD declines and broader oil volatility fuel -7% downside warnings.

Sentiment:

🐻Bearish

Investment Analysis

Tenaris

TS

Pros

Tenaris maintains a strong global presence with diversified operations across major energy markets, supporting resilience during regional downturns.
The company has a low debt-to-equity ratio, indicating a conservative balance sheet and reduced financial risk.
Tenaris offers a reliable dividend yield, supported by consistent profitability and cash generation.

Considerations

Revenue has declined year-on-year, reflecting challenges from weaker oil prices and a global drilling slowdown.
The stock's price-to-earnings ratio is not particularly low compared to peers, limiting valuation appeal.
Market volatility, as indicated by a beta above 1, suggests higher sensitivity to broader market swings.

TechnipFMC

FTI

Pros

TechnipFMC benefits from a leading position in subsea engineering, a sector with growing demand for offshore energy projects.
The company has a strong order backlog, providing visibility into future revenue streams.
TechnipFMC has undertaken strategic restructuring to improve profitability and focus on higher-margin businesses.

Considerations

TechnipFMC's revenue remains exposed to cyclical fluctuations in oil and gas capital expenditure.
The company has faced margin pressures due to project execution risks and supply chain challenges.
Its market capitalisation is smaller than some peers, which may limit access to capital and increase volatility.

Related Market Insights

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July 14, 2025

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Related Market Insights

The Caucasus Peace Dividend: Why Smart Money is Betting on Post-Conflict Growth

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About The Companies

Tenaris (TS)

Tenaris S.A. (TS) is a global producer of steel pipes and related services, primarily for the oil & gas industry but also for industrial and infrastructure uses. With a market capitalisation around $18.6 billion, Tenaris operates manufacturing and service centres across the Americas, Europe, the Middle East and Asia, giving it geographic diversification and exposure to energy cycles. Revenues are driven by demand for tubular products, project timing in exploration and production, and prices for steel and energy. Investors should note the company’s sensitivity to oil prices, capital spending cycles, and foreign-exchange movements, which can make earnings volatile. Tenaris has historically returned cash via dividends and buybacks when cycles permit, but payments are not guaranteed. This summary is for educational purposes only and is not investment advice; values can rise or fall and past performance is not a reliable indicator of future results.

TechnipFMC (FTI)

TechnipFMC plc (FTI) is a global engineering and technology company serving the oil and gas industry, specialising in subsea systems, onshore/offshore projects and surface technologies. Investors should know it generates revenue from large project contracts, equipment sales and long-term service agreements, which gives a mix of near-term project-driven volatility and some recurring revenue. With a market capitalisation near $15bn, the group’s performance is sensitive to oil and gas capital expenditure cycles, project execution and commodity prices. Management actions on cost control, tender discipline and portfolio moves into electrification or low-carbon services can be important catalysts. Key risks include contract delays, cost overruns, fluctuating energy prices and regulatory or ESG pressures. This summary provides general educational information only — not personalised investment advice — and potential investors should check the latest filings, results and suitability against their own financial goals and risk tolerance.

Tenaris (TS) Next Earnings Date

Tenaris (TS) is scheduled to report its next earnings on February 18, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of late-February releases for year-end results, as seen in prior years. Investor focus will be on revenue estimates around $2.95 billion and EPS projections near $0.78.

Tenaris (TS) Next Earnings Date

Tenaris (TS) is scheduled to report its next earnings on February 18, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of late-February releases for year-end results, as seen in prior years. Investor focus will be on revenue estimates around $2.95 billion and EPS projections near $0.78.

Which Baskets Do They Appear In?

Caucasus Peace Dividend

This carefully selected group of stocks captures the economic opportunity created by the historic peace deal between Azerbaijan and Armenia. Handpicked by professional analysts, these companies are positioned to benefit from the new wave of trade, energy development, and infrastructure projects in a region moving from conflict to cooperation.

Published: July 14, 2025

Explore Basket

Which Baskets Do They Appear In?

Caucasus Peace Dividend

This carefully selected group of stocks captures the economic opportunity created by the historic peace deal between Azerbaijan and Armenia. Handpicked by professional analysts, these companies are positioned to benefit from the new wave of trade, energy development, and infrastructure projects in a region moving from conflict to cooperation.

Published: July 14, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

TS Stock Warning: Why Analysts See -7% Downside Risk

TS Stock Warning: Why Analysts See -7% Downside Risk