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Oceaneering International Inc. (OII) Stock Fundamental Analysis & AI Rating 2026

OII NYSE Oil & Gas Field Services, NEC DE CIK: 0000073756
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
BUY
78% Conf
Pending
Analysis scheduled

📊 OII Key Takeaways

Revenue: $2.8B
Net Margin: 12.7%
Free Cash Flow: $207.8M
Current Ratio: 1.99x
Debt/Equity: 0.46x
EPS: $3.49
AI Rating: BUY with 78% confidence
Oceaneering International Inc. (OII) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.8B, net profit margin of 12.7%, and return on equity (ROE) of 33.0%, Oceaneering International Inc. demonstrates strong fundamentals in the Energy sector. Below is our complete OII stock analysis for 2026.

Is Oceaneering International Inc. (OII) a Good Investment?

Claude

Oceaneering International demonstrates exceptional operational execution with 33% ROE and 139.9% net income growth despite modest 5.3% revenue growth, indicating significant margin expansion and improved efficiency. Strong free cash flow generation of $207.8M, conservative leverage (0.46x Debt/Equity), and solid liquidity position the company well financially, though the cyclical oil & gas services sector and low 20.4% gross margins present inherent risk.

Why Buy Oceaneering International Inc. Stock? OII Key Strengths

Claude
  • + Exceptional ROE of 33.0% and ROA of 13.3% indicating superior operational efficiency and capital productivity
  • + Strong net income growth of 139.9% YoY with net margin improvement to 12.7%, demonstrating significant profitability expansion
  • + Robust free cash flow generation of $207.8M (7.5% FCF margin) with conservative capital expenditure representing only 4% of revenue
  • + Conservative balance sheet with Debt/Equity of 0.46x and strong interest coverage of 8.2x providing financial flexibility
  • + Solid liquidity with Current Ratio of 1.99x and Quick Ratio of 1.72x, plus healthy cash position of $688.9M

OII Stock Risks: Oceaneering International Inc. Investment Risks

Claude
  • ! Low gross margin of 20.4% suggests commoditized operations and limited pricing power in competitive oil & gas services market
  • ! Modest revenue growth of only 5.3% YoY indicates limited organic growth, raising concerns about market opportunity
  • ! Exceptional 139.9% net income growth may not be sustainable; likely reflects one-time improvements, operational restructuring, or favorable cyclical conditions in oil & gas
  • ! Inherent cyclicality of oil & gas field services sector exposes company to commodity price volatility and upstream capex cycles

Key Metrics to Watch

Claude
  • * Operating margin sustainability - monitor if 10.9% margin can be maintained or if efficiency gains were one-time
  • * Revenue growth acceleration - track whether 5.3% growth rate can improve in coming quarters
  • * Gross margin expansion trajectory - assess if cost structure improvements can lift the 20.4% baseline
  • * Free cash flow stability - ensure $207.8M generation level persists across business cycles
  • * Debt reduction trajectory - monitor if company uses cash flow to pay down long-term debt of $487.4M
  • * Insider transaction patterns - determine if Form 4 activity reflects executive confidence or potential concerns

Oceaneering International Inc. (OII) Financial Metrics & Key Ratios

Revenue
$2.8B
Net Income
$353.8M
EPS (Diluted)
$3.49
Free Cash Flow
$207.8M
Total Assets
$2.7B
Cash Position
$688.9M

💡 AI Analyst Insight

Oceaneering International Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

OII Profit Margin, ROE & Profitability Analysis

Gross Margin 20.4%
Operating Margin 10.9%
Net Margin 12.7%
ROE 33.0%
ROA 13.3%
FCF Margin 7.5%

OII vs Energy Sector: How Oceaneering International Inc. Compares

How Oceaneering International Inc. compares to Energy sector averages

Net Margin
OII 12.7%
vs
Sector Avg 12.0%
OII Sector
ROE
OII 33.0%
vs
Sector Avg 14.0%
OII Sector
Current Ratio
OII 2.0x
vs
Sector Avg 1.3x
OII Sector
Debt/Equity
OII 0.5x
vs
Sector Avg 0.6x
OII Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Oceaneering International Inc. Stock Overvalued? OII Valuation Analysis 2026

Based on fundamental analysis, Oceaneering International Inc. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
33.0%
Sector avg: 14%
Net Profit Margin
12.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.46x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Oceaneering International Inc. Balance Sheet: OII Debt, Cash & Liquidity

Current Ratio
1.99x
Quick Ratio
1.72x
Debt/Equity
0.46x
Debt/Assets
0.0%
Interest Coverage
8.24x
Long-term Debt
$487.4M

OII Revenue & Earnings Growth: 5-Year Financial Trend

OII 5-year financial data: Year 2021: Revenue $1.8B, Net Income -$348.4M, EPS $-3.52. Year 2022: Revenue $2.0B, Net Income -$496.8M, EPS $-5.01. Year 2023: Revenue $2.3B, Net Income -$49.3M, EPS $-0.49. Year 2024: Revenue $2.5B, Net Income $25.9M, EPS $0.26. Year 2025: Revenue $2.6B, Net Income $97.4M, EPS $0.95.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Oceaneering International Inc.'s revenue has grown significantly by 45% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.95 reflects profitable operations.

OII Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.5%
Free cash flow / Revenue

OII Quarterly Earnings & Performance

Quarterly financial performance data for Oceaneering International Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $679.8M $15.1M $0.40
Q2 2025 $668.8M $15.1M $0.34
Q1 2025 $599.1M $15.1M $0.15
Q3 2024 $635.2M $4.1M $0.29
Q2 2024 $597.9M $4.1M $0.19
Q1 2024 $537.0M $4.1M $0.04
Q3 2023 $559.7M $2.8M $0.03
Q2 2023 $524.0M $4.1M $0.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Oceaneering International Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$318.9M
Cash generated from operations
Stock Buybacks
$40.3M
Shares repurchased (TTM)
Capital Expenditures
$111.0M
Investment in assets
Dividends
None
No dividend program

OII SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Oceaneering International Inc. (CIK: 0000073756)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 DEF 14A oii-20260331.htm View →
Mar 20, 2026 8-K oii-20260317.htm View →
Mar 13, 2026 4 xslF345X05/wk-form4_1773435804.xml View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772146142.xml View →
Feb 26, 2026 4 xslF345X05/wk-form4_1772146036.xml View →

Frequently Asked Questions about OII

What is the AI rating for OII?

Oceaneering International Inc. (OII) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OII's key strengths?

Claude: Exceptional ROE of 33.0% and ROA of 13.3% indicating superior operational efficiency and capital productivity. Strong net income growth of 139.9% YoY with net margin improvement to 12.7%, demonstrating significant profitability expansion.

What are the risks of investing in OII?

Claude: Low gross margin of 20.4% suggests commoditized operations and limited pricing power in competitive oil & gas services market. Modest revenue growth of only 5.3% YoY indicates limited organic growth, raising concerns about market opportunity.

What is OII's revenue and growth?

Oceaneering International Inc. reported revenue of $2.8B.

Does OII pay dividends?

Oceaneering International Inc. does not currently pay dividends.

Where can I find OII SEC filings?

Official SEC filings for Oceaneering International Inc. (CIK: 0000073756) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OII's EPS?

Oceaneering International Inc. has a diluted EPS of $3.49.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OII a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Oceaneering International Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is OII stock overvalued or undervalued?

Valuation metrics for OII: ROE of 33.0% (sector avg: 14%), net margin of 12.7% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy OII stock in 2026?

Our dual AI analysis gives Oceaneering International Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is OII's free cash flow?

Oceaneering International Inc.'s operating cash flow is $318.9M, with capital expenditures of $111.0M. FCF margin is 7.5%.

How does OII compare to other Energy stocks?

Vs Energy sector averages: Net margin 12.7% (avg: 12%), ROE 33.0% (avg: 14%), current ratio 1.99 (avg: 1.3).

Why is OII's return on equity (ROE) so high?

Oceaneering International Inc. has a return on equity of 33.0%, significantly above the Energy sector average of 14%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 12.7% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI