TECHNIPFMC PLC (FTI)

Sector: Energy

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2026 Annual Meeting Analysis

TECHNIPFMC PLC · Meeting: May 1, 2026

Policy v1.2medium confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

9

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

9 FOR
✓ FOR
Douglas J. Pferdehirt

Pferdehirt has served since 2017 and FTI's 3-year total return of 438% outperforms the compensation peer group median by +402 percentage points, far exceeding the 50-point threshold needed to trigger a vote against; no overboarding, attendance, or independence concerns apply.

✓ FOR
Robert G. Gwin

Gwin joined in 2023 and is within the 24-month new-director exemption window, so the TSR trigger does not apply; he holds one outside board seat (Crescent Energy), well below the overboarding threshold, and brings relevant oil and gas finance and operational experience.

✓ FOR
Eleazar de Carvalho Filho

Carvalho Filho has served since 2017 and FTI's exceptional outperformance versus peers means the TSR trigger does not apply; he holds two outside board seats, below the four-seat limit, and brings deep international finance and advisory expertise relevant to TechnipFMC's global operations.

✓ FOR
Claire S. Farley

Farley has served since 2017 and FTI's strong TSR outperformance versus peers clears the policy threshold by a wide margin; she holds two outside board seats, within limits, and has extensive oil and gas executive and investment experience directly applicable to TechnipFMC.

✓ FOR
John O'Leary

O'Leary has served since 2017 and the TSR trigger does not fire given FTI's +402pp outperformance over the peer group; he holds no other public board seats and brings deep international oil and gas drilling and oilfield services expertise.

✓ FOR
Margareth Øvrum

Øvrum joined in 2020 and FTI's outperformance over peers far exceeds the policy threshold, so the TSR trigger does not apply; she holds two outside board seats, within limits, and offers unique subsea engineering and Equinor executive experience highly relevant to TechnipFMC's core business.

✓ FOR
Kay G. Priestly

Priestly has served since 2017 and the TSR trigger does not fire given FTI's exceptional peer outperformance; she holds one outside board seat and brings strong financial expertise as a former CFO, CPA, and CEO, making her well-suited to chair the Audit Committee.

✓ FOR
John Yearwood

Yearwood has served since 2019 and FTI's +402pp peer outperformance means the TSR trigger does not apply; he holds two outside board seats (Nabors Industries and Vast Renewables), within the four-seat limit, and has relevant oilfield services executive experience from Schlumberger and Smith International.

✓ FOR
Sophie Zurquiyah

Zurquiyah joined in 2021 and the TSR trigger does not apply given FTI's strong peer outperformance; she holds one outside board seat (Viridien S.A., where she also serves as CEO) — as a sitting CEO holding one outside board seat she remains within the policy's two-seat limit for sitting CEOs — and brings directly relevant oilfield technology and geoscience expertise.

All nine director nominees receive a FOR vote. TechnipFMC's 3-year total return of 438% outperforms the compensation peer group median by approximately +402 percentage points, far exceeding the 50-point threshold required to trigger a vote against any director under the strong-positive TSR tier. No director is overboarded, no attendance issues were disclosed (all nominees attended 100% of meetings), no independence concerns were identified, and no familial relationships to senior management were noted. Robert Gwin, who joined in 2023, also benefits from the 24-month new-director exemption.

Say on Pay

✓ FOR

CEO

Douglas J. Pferdehirt

Total Comp

$17,816,188

Prior Support

98%%

The CEO's total reported compensation of approximately $17.8 million is high in absolute terms but is benchmarked against a peer group of large energy and engineering companies, reflects a compensation mix that is approximately 90% variable and at-risk (well above the policy's 50-60% minimum threshold for performance-based pay), and is supported by clearly defined performance metrics including 3-year relative total shareholder return and return on invested capital. Pay-for-performance alignment is strong: TechnipFMC's 3-year total return of 438% substantially outperformed its peer group median, the 2023-2025 long-term performance stock awards paid out at the maximum 200% because both relative TSR and ROIC exceeded maximum targets, and short-term incentive payouts reflected genuine financial outperformance with free cash flow coming in at $1.45 billion against a $925 million target. Shareholders gave 98% support at the 2025 annual meeting and the program includes a robust clawback policy, double-trigger change-in-control protections, and no tax gross-ups, all of which reflect sound governance.

Auditor Ratification

✓ FOR

Auditor

PricewaterhouseCoopers LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

tenure not disclosed

PwC is a Big 4 firm appropriate for TechnipFMC's ~$29 billion market cap and international complexity. The proxy filing does not disclose PwC's tenure or a fee breakdown table with specific dollar amounts, so neither the tenure trigger nor the non-audit fee ratio trigger can be evaluated — per policy, the absence of confirmed tenure data means the tenure trigger does not fire, and we note this as a minor negative. No material financial restatements attributable to audit failure were identified in the filing.

Overall Assessment

TechnipFMC's 2026 annual meeting presents a straightforward ballot with FOR votes warranted on all director nominees and on the Say-on-Pay proposal, driven by the company's exceptional 3-year total return of 438% — outperforming its compensation peer group by over 400 percentage points — and a CEO compensation program that is approximately 90% performance-based with demonstrated pay-for-performance alignment. The auditor ratification receives a FOR vote as PwC is an appropriate Big 4 firm for the company's size and complexity, though the absence of a disclosed tenure figure and fee breakdown table in the filing prevents a full policy screen and is noted as a minor negative.

Filing date: March 19, 2026·Policy v1.2·medium confidence

Compensation Peer Group

19 companies disclosed in 2026 proxy filing

ACMAECOM
APAAPA Corporation
BKRBaker Hughes Company
CHXChampionX Corp.
GTLSChart Industries, Inc.
DVNDevon Energy Corporation
DOVDover Corporation
FLSFlowserve Corporation
FLRFluor Corporation
HALHalliburton Company
JJacobs Solutions Inc.
KBRKBR, Inc.
NOVNational Oilwell Varco, Inc.
OIIOceaneering International, Inc.
PWRQuanta Services, Inc.
SLBSLB
RIGTransocean Ltd.
VMIValmont Industries, Inc.
WFRDWeatherford International plc