$OII

Braze (BRZE) surged 51.2% after a $5.66B acquisition by Salesforce. Amkor (AMKR) rose 7.1% following a $1.3B NVIDIA deal. Oceaneering (OII) dropped 17.5% due to a 26% YoY net income decline. Arhaus (ARHS) gained 2.6% after an analyst upgrade. Silgan (SLGN) increased 5.1% with a $2.3B metal packaging deal.

Oceaneering (OII) reported Q3 Non-GAAP EPS of $0.50, missing estimates by $0.09, but revenue of $784.55M beat expectations by $11.29M, up 5.6% year-over-year. The company provided Q4 2026 revenue guidance but did not disclose specific figures. (OII)

OCEANEERING INTERNATIONAL INC (OII) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Oceaneering Reports Third Quarter 2026 Results HOUSTON, October 21, 2026 – Oceaneering International, Inc. ("Oceaneering") (NYSE:OII) today reported third quarter 2026 results. Third Quarter 2026 Results • As compared to the third quarter of 2025: ◦ Revenue increased

TETRA Technologies (TTI) stock fell 20.9% since reporting Q2 results, trading at $6.17. NESR (NESR) reported 59.1% revenue growth, beating estimates, but its stock dropped 15.5% to $24.52. ProPetro (PUMP) missed expectations, with revenue down 6.2%, and its stock fell 10.1% to $9.59. Oceaneering (OII) beat estimates with 10% revenue growth, stock flat at $44.97. Valaris (VAL) reported 12.4% revenue decline but beat EPS estimates, stock up 6.5% to $82.00.

Oceaneering International's ADTech unit secured a U.S. Navy contract for Dry Deck Shelters, potentially worth $154M over five years. The deal includes one base year and four optional years, extending the company's defense services work. The contract's full value depends on option exercises and backlog disclosures.

Cyberattacks on maritime industry surged 103% in 2025, targeting operational tech. Experts highlight risks from connected systems and untrained crew. Naval programs invest in cyber-resilient unmanned vehicles. NACOS Marine's Platinum INS received DNV Type Approval for Security Profile 1, meeting IACS standards. Integrated systems reduce crew but increase cybersecurity risks.

Oceaneering International [OII] reported $2.8B revenue in 2025, highlighting strong cash flow and global operations. The company specializes in subsea robotics, automation, and software for energy, defense, and industrial markets, according to its slides release.

Riverwater Partners' Q2 2026 investor letter revealed a new position in Oceaneering International (OII), a subsea engineering and offshore services company. The stock has gained 112.92% over the past year, closing at $51.76 on August 31, 2026. The firm sees potential in offshore energy spending recovery and added OII to its portfolio, funded partly by exiting CNX Resources (CNX).

The U.S. Navy has adopted the Freedom underwater drone, initially developed by Oceaneering International for oil companies. The drone, used by TotalEnergies to inspect pipelines, combines AUV/ROV capabilities and reduces inspection time and emissions. The Defense Innovation Unit ordered the system, signaling a trend of commercial tech for military use. Oceaneering's revenue has grown due to its subsea robotics business.

Oceaneering International's 49-foot drone, Freedom, inspected 74.6 miles of North Sea pipeline in one pass, recharged on a seabed dock, and was purchased by the U.S. Navy in October 2024. The drone reduces inspection time and emissions by 50% compared to conventional methods. Oceaneering reported Q2 2026 revenue of $768.2 million, with its Subsea Robotics segment contributing $232 million. The company is also involved in a Navy program for autonomous undersea vehicles.