OII at a glance
OCEANEERING INTERNATIONAL INC (OII, SEC CIK 73756) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), OCEANEERING INTERNATIONAL INC (OII) reported revenue of $2.6 billion (up 4.1% from FY2024) and net income of $353.8 million. Diluted EPS was $3.49.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding OCEANEERING INTERNATIONAL INC (OII) shares worth $2.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by LARSON RODERICK A. on October 1, 2026 of 1,700 shares at $43.61 per share.
- In the last 90 days, OII insiders reported 0 open-market purchases ($0) and 6 open-market sales ($1.5M) on Form 4, a net sale of $1.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.6B
- +4.1% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$1.5M
- 13F holders
- 32 funds
- $2.0B · +2 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Provider of engineered products and services for offshore energy, defense, and aerospace industries
- No new products or business segments introduced or emphasized in FY2026 filing
- Strategic emphasis on refraining from stock options as employee and director compensation continuing since 2006
- Notable increase in net income to $353.8M in 2025 from $147.5M in 2024, driven by 4.6% revenue growth to $2.78B
- Significant deferred tax asset increase to $173.1M in 2025 vs $31.9M in 2024 impacting overall financial position
Risk Factors
- OCSLA litigation risk: uncertainty from U.S. federal court cases on Presidential authority affecting offshore leasing under Outer Continental Shelf Lands Act
- China geopolitical risk: on “Unreliable Entity List” since Sept 2025, banned from import/export and new investments in China
- Backlog risk: 30-day termination clauses with customers, risking sudden contract cancellations and payment defaults affecting revenue
- Competitive innovation risk: failure to timely develop energy-efficient, low-emission products risks losing customers to alternative suppliers
- Letter of credit risk: limited capacity and higher costs for letters of credit and surety bonds may restrict bidding on new contracts
Management Discussion & Analysis
- Revenue $2.78B in 2025, up 5% YoY from $2.66B in 2024, growth in all segments except IMDS
- Operating income $305M (11%) in 2025 vs. $246M (9%) in 2024; net income $354M vs. $147M, EPS $3.49 vs. $1.44
- Best segment: Subsea Robotics operating income 30% ($257M) in 2025 vs. 28% ($235M) in 2024; worst: IMDS margin 4% ($11M) vs 3% ($10M)
- Cash flow: Operating cash inflow $319M; Capex $111M ($57M maintenance, $54M growth); share repurchases $40M; cash up $191M
- Outlook: 2026 revenue growth expected, led by ADTech and Subsea Robotics segments; OPG revenue and income forecast to decline sharply; rising defense market activity supporting ADTech growth
AI summary of the OII 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $768.2M, up from $698.2M YoY; operating income $88.2M vs $79.2M
- Operating margin 11% vs 11% YoY; diluted EPS $0.65 vs $0.54
- Best performer OPG: revenue $182.8M vs $149.3M, margin 16% vs 15%
- Worst performer IMDS: revenue $70.8M vs $75.4M, operating income $0.1M vs $4.6M
- Six-month cash down $59.4M; operating cash used $3.9M; capital expenditures $41M and share repurchases $10M
AI summary of the OII 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Filing contains only the required signature block for OII’s September 8, 2026 report
- No substantive Regulation FD disclosure or investor-impacting information included
Item 7.01: Regulation FD Disclosure
- Signature page only; no substantive Regulation FD disclosure or market-moving information
- CFO Michael W. Sumruld signed the report on July 24, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings announcement for quarter ended June 30, 2026
- Press release issued July 22, 2026, with financial results furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 10% to $768 million, while operating income increased 11% to $88.2 million
- Net income attributable to Oceaneering increased 19% to $65.0 million, or $0.65 diluted EPS
AI summaries of OII 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OII
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- Alerts as it files. A push when OII files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut OII, by share count.
- Ask anything. An AI agent that reads every OII filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| LARSON RODERICK A. | Sell | Oct 1, 2026 | 1,700 | $43.61 |
| LARSON RODERICK A. | Sell | Oct 1, 2026 | 4,300 | $44.38 |
| MURPHY PAUL B JR | Sell | Aug 7, 2026 | 10,000 | $48.37 |
| DYER CHRISTOPHER J | Sell | Jul 30, 2026 | 1,200 | $47.65 |
| Childress Earl | Sell | Jul 30, 2026 | 12,701 | $46.71 |
| MCEVOY M KEVIN | Sell | Jul 30, 2026 | 3,000 | $47.92 |
| GOODWIN DEANNA L | Sell | Jun 30, 2026 | 7,000 | $40.69 |
| LARSON RODERICK A. | Sell | May 18, 2026 | 5,000 | $38.27 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.5B | $2.6B |
| Gross Profit | - | $485.5M | $568.4M |
| Operating Income | - | $246.3M | $304.6M |
| Net Income | - | $147.5M | $353.8M |
| Gross Margin | - | 19.1% | 21.5% |
| Op. Margin | - | 9.7% | 11.5% |
| Net Margin | - | 5.8% | 13.4% |
| Balance Sheet | |||
| Total Assets | $2.2B | $2.3B | $2.7B |
| Equity | $628.0M | $714.3M | $1.1B |
| ROE | - | 20.6% | 33.0% |
| Per Share | |||
| EPS | - | $1.44 | $3.49 |
| Cash Flow | |||
| Operating CF | - | $203.2M | $318.9M |
| CapEx | - | $107.1M | $111.0M |
Source: XBRL data in OCEANEERING INTERNATIONAL INC (OII)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OII share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $2.04B |
| Q1 2026 | 30 | $1.66B |
| Q4 2025 | 28 | $1.08B |
| Q3 2025 | 28 | $1.14B |
| Q2 2025 | 28 | $948.2M |
| Q1 2025 | 25 | $646.4M |
| Q4 2024 | 21 | $761.5M |
| Q3 2024 | 16 | $384.2M |
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- Citadel Advisors LLC−78.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 208 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OII filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 8-K | Jun 24, 2026 | - | Analysis | - |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| SC 13G | May 12, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 23, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 8-K | Mar 20, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
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OII SEC filings: frequently asked questions
Are OII insiders buying or selling?
In the last 90 days, OCEANEERING INTERNATIONAL INC (OII) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $1.5 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold OII stock?
As of June 30, 2026, the largest OCEANEERING INTERNATIONAL INC (OII) holders among the 13F filers tracked by SignalX were BlackRock ($664.7 million), Vanguard Portfolio Management LLC ($321.2 million), State Street Corp ($202.4 million), Vanguard Capital Management LLC ($181.7 million), Dimensional Fund Advisors ($143.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OII's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), OCEANEERING INTERNATIONAL INC (OII) reported revenue of $2.6 billion (up 4.1% from FY2024) and net income of $353.8 million. Diluted EPS was $3.49. The figures come from the XBRL data in the 10-K.
What are the main risks in OII's latest 10-K?
In the 10-K filed February 20, 2026, OCEANEERING INTERNATIONAL INC (OII) flagged: OCSLA litigation risk: uncertainty from U.S. federal court cases on Presidential authority affecting offshore leasing under Outer Continental Shelf Lands Act. China geopolitical risk: on “Unreliable Entity List” since Sept 2025, banned from import/export and new investments in China. (AI summary of the Risk Factors section.)
What did OII report in its latest 8-K?
OCEANEERING INTERNATIONAL INC (OII) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure). Filing contains only the required signature block for OII’s September 8, 2026 report.
What are the latest OII SEC filings?
OCEANEERING INTERNATIONAL INC (OII) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on October 5, 2026.
What is OII's SEC CIK number?
OCEANEERING INTERNATIONAL INC (OII)'s SEC Central Index Key (CIK) is 73756. EDGAR lists every OII filing under that number.
Ask anything about OII
The research agent reads OII's filings, financials, insider trades and 13F holders, then answers with sources.