Subsea 7 SA (SUBC) Earnings: 3Q Adjusted EBITDA Surpasses Estimates with Strong Performance

Subsea 7 SA on Smartkarma

Analysts on Smartkarma are closely monitoring Subsea 7 SA, providing valuable insights for investors. Jesus Rodriguez Aguilar‘s report on the Saipem–Subsea7 merger presents an optimistic view, highlighting a +4.3% spread and potential annualized arb returns of 7–11%. The merger offers substantial synergies and a solid backlog, making it an attractive opportunity with some regulatory risks. The report suggests a hedged arbitrage strategy for steady returns, emphasizing key catalysts like UK CMA Phase 1 decision and Brazil CADE review.

On the other hand, Baptista Research‘s coverage emphasizes Subsea 7’s strong financial performance in the first quarter of 2025. With an impressive adjusted EBITDA of $236 million and a 46% year-on-year growth, the company is expanding its foothold in the U.S. market and experiencing growth across its business units, driving revenue up by 10%. Despite challenges like depreciation and financial costs, Subsea 7’s net income of $17 million showcases its resilience and potential for investors seeking exposure to the energy transition sector.

A look at Subsea 7 SA Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Subsea 7 SA, a company offering oilfield services, seems to have a positive long-term outlook based on the Smartkarma Smart Scores analysis. With high scores in Dividend and Growth factors, the company appears to be in a strong position for future performance. Subsea 7’s focus on providing equipment for the offshore oil industry, including flexible flowlines and risers, positions it well in key regions such as the Gulf of Mexico, North Sea, and offshore Africa.

The company’s resilience score indicates a moderate level of stability, which combined with its momentum in the market, suggests potential opportunities for growth. Subsea 7’s overall Smart Score paints a promising picture for investors looking for a company with strong dividend yield and growth prospects in the oilfield services sector.

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