Verified call record已核验电话会记录 ·

OII · Oceaneering International, Inc. Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

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12 exact excerpts 条原文摘录 20 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备
The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

demandsegment_changes
3
“We also continue to secure contract awards and extensions across our energy segments, including a recently announced award for ROV services in Brazil that improves our visibility into future demand.”
Rod Larson · CEOclaim_568f454259be45b666becada42ea3fd0
demand
3
“This award highlights the continued evolution of our strategy to deploy dual-use technologies that serve both energy and government customers while demonstrating our ability to collaborate with partners to meet defense industry needs.”
Rod Larson · CEOclaim_ff869cd179aadee3561d780973e74ad5
performancesegment_changes
5
“Compared to the second quarter of 2025, revenue increased 10% to $768 million with growth in every segment except Integrity Management & Digital Solutions, or IMDS.”
Mike Summerall · CEOclaim_56380fbb09d6fd29805fabd7c54af04d
Exact numeric spans精确数值片段202510%768 million
capital_allocation
6
“We resumed share buybacks during the quarter, repurchasing $10 million of common stock.”
Mike Summerall · CEOclaim_381375eb2e39ffc7a978b5420cb917c2
Exact numeric spans精确数值片段10 million
performance
7
“Revenue increased 6% to $232 million, and operating income increased 3% to $66.3 million.”
Mike Summerall · CEOclaim_8cfa7b458699a3543282a4c6ee9b2e0d
Exact numeric spans精确数值片段6%232 million3%66.3
performancemargins
8
“Turning to Manufactured Products, revenue increased 3% to $149 million, and operating income increased 17% to $21.9 million, resulting in an operating income margin of 15%, up 178 basis points year-over-year.”
Mike Summerall · CEOclaim_6c4de07b595992d39fc09dfccbae046c
Exact numeric spans精确数值片段3%149 million17%21.9 million15%178
guidanceperformancedemand
9
“Based on our sales funnel, we anticipate additional awards in the third and fourth quarters, reinforcing our expectation that backlog will improve in the second half of the year and meet our full-year book-to-bill guidance of 0.9 to 1.0.”
Mike Summerall · CEOclaim_2b41043d7fa8abc4a944b789b30d8452
Exact numeric spans精确数值片段0.9
riskssegment_changes
10
“While operations in the Middle East have begun to stabilize, which should support improved cost absorption in future quarters, we continue to face uncertainty regarding overall activity in those regions.”
Mike Summerall · CEOclaim_df18c498dc048ea468c61a493cd21375
guidanceperformance
12
“We expect to build on our positive first half results as we anticipate revenue to increase in the third quarter and adjusted EBITDA to be in the range of $115 million-$125 million.”
Rod Larson · CEOclaim_358bba4f5eefd38207bc238612b40978
Exact numeric spans精确数值片段115 million125
guidanceperformancesegment_changes
12
“Comparing our third quarter 2026 to 2025 by segment, for SSR, we expect increased revenue and operating income as ROV utilization improves and survey activity continues.”
Rod Larson · CEOclaim_dfabe0c9e39dfe46b5b0e0dc6471fb3c
Exact numeric spans精确数值片段20262025
demand
14
“We remain focused on delivering value to our customers and shareholders.”
Rod Larson · CEOclaim_d25f5d27fdbc4e8bcf2d4ca1e32f8483
management_commitmentsq_and_a
65
“We will not have the same probably percentage of ROVs on drill ships as we did in the 2014 range, but we will have closer to that, right?”
Rod Larson · CEOclaim_2be774539b3435c5e89a67b800e9da26
Exact numeric spans精确数值片段2014
Inspect the source receipts检查来源回执32 bound spans个已绑定片段
Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。
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