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What TechnipFMC promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

28 of 32 judged targets kept · 27 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Corporate expense (quarterly guide)decline approximately 25% in the second quarterMar 2026Jun 2026:Corporate expense was $26 million
Call transcript, Jun 2026 · no direct link
Achieved
Full-year total company adjusted EBITDAexpected to exceed $2.1 billion at the midpoint of our guidance itemsDec 2025Jun 2026:we are increasing our expectation for total company adjusted EBITDA to approximately $2.19 billion for the full year when excluding foreign exchange.
Call transcript, Jun 2026 · no direct link
Revised Up
Surface Technologies quarterly revenue (sequential guide)decline approximately 10% when compared to fourth quarter resultsDec 2025Mar 2026:In Surface Technologies, revenue was $284 million, a decrease of 12% from the fourth quarter.
Call transcript, Mar 2026 · no direct link
Missed

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

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A free account opens 5 company ledgers a month. All 59 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 59 tracked commitments for TechnipFMC

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.