OMSENasdaqOil & Gas Field Machinery & EquipmentUS GAAP · USD

OMS Energy Technologies Inc.

OMS Energy Technologies Inc. manufactures surface wellhead systems and oil country tubular goods for the oil and gas industry. The company serves exploration and production operators across Asia Pacific and the Middle East and North Africa through a network of manufacturing facilities and service capabilities.

Liikevaihto156milj. USD
−23,4 %v/v
Liikevoitto (EBIT)34,9milj. USD
−41,8 %v/v
EBIT-marginaali22,4%
−7,0 %-yks.v/v
Nettotulos33,9milj. USD
−27,9 %v/v
Vapaa kassavirta53,0milj. USD
+40,8 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2023–2026

050100150200250milj. USD20232025: 204 milj. USD2025: EBIT 60 milj. USD20252026: 156 milj. USD2026: EBIT 35 milj. USD202615635
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Surface wellhead systems45 %

Equipment and assemblies used to support and control oil and gas wellbores at the surface.

Oil country tubular goods40 %

Tubular products supplied for drilling, well completion, and production applications.

Threading services10 %

Premium threading and related processing services for tubular products.

Other oilfield products and services5 %

Ancillary manufacturing and service offerings supporting customer-specific wellsite requirements.

Asiakkaat

OMS sells to oil and gas exploration and production operators that need wellhead and tubular products for onshore and offshore projects. Its customer base is concentrated, with large national oil companies and major operators accounting for a high share of revenue, reflecting the project-based and qualification-heavy nature of the business.

National oil companies

Buy wellhead systems and OCTG for large field programs and ongoing production needs.

International and regional E&P operators

Purchase surface wellhead and tubular products for onshore and offshore drilling and production.

Middle East customers

Buy through local procurement channels for Saudi and broader Gulf oilfield activity.

Asia Pacific customers

Buy through OMS's regional manufacturing footprint for supply reliability and shorter lead times.

Strategia

OMS focuses on being a regional single-source supplier for wellhead and tubular products, supported by local manufacturing and threading capabilities. Its strategy is to deepen relationships with major oil and gas operators while broadening the customer base beyond a few large accounts and extending reach across MENA, Asia Pacific, and other international markets.

Customer diversificationLyhyt aikaväli

Revenue concentration makes the business dependent on a small number of large buyers.

Regional manufacturing footprintKeskipitkä aikaväli

Local production and service support improve responsiveness and customer retention.

Integrated product offeringKeskipitkä aikaväli

Supplying SWS, OCTG, and threading together strengthens customer stickiness.

Maantiede

OMS is centered in Asia Pacific and the Middle East and North Africa, with six key jurisdictions and 11 manufacturing facilities supporting local delivery. The company also cites customer relationships in MENA, Asia Pacific, and other international markets, while Saudi Arabia is its most important single-market exposure through Saudi Aramco.

Riskit

OMS faces substantial customer concentration risk because a small number of customers generate most revenue, and Saudi Aramco alone accounts for a majority share. It is also exposed to oil and gas capex cycles, supplier concentration for conductor pipe inputs, and operational risk tied to regional manufacturing, logistics, and customer procurement policies.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Customer concentration1Single-customer dependence2Oil and gas cycle exposure3Supplier concentration4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Customer concentrationVaikutus: KriittinenTodennäköisyys: Korkea

    Top ten customers account for most revenue and one customer is dominant.

    Kohdistuu: Saudi Aramco and other large oil operators

  2. Single-customer dependenceVaikutus: KriittinenTodennäköisyys: Korkea

    Saudi Aramco contributed 57% of revenue in the latest year disclosed.

    Kohdistuu: Saudi Aramco

  3. Oil and gas cycle exposureVaikutus: KorkeaTodennäköisyys: Korkea

    Demand depends on exploration and production activity and customer capex budgets.

    Kohdistuu: Global oilfield spending

  4. Supplier concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Key raw materials such as conductor pipe come from a limited supplier base.

    Kohdistuu: Conductor pipe procurement

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition

Orders for wellhead and tubular products may be recognized based on delivery and contract terms.

Vaikutus: Can shift reported revenue between periods

Business combination accounting

The 2023 management buy-out was accounted for under IFRS 3.

Vaikutus: Affects asset values, intangible recognition, and subsequent amortization

Depreciation and amortization

Manufacturing facilities and equipment are central to the operating model.

Vaikutus: Influences operating profit and asset carrying values

Leases

Regional facilities and equipment may be leased under IFRS 16.

Vaikutus: Affects balance sheet debt-like liabilities and finance costs

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 28.9.2026