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Kurt Holland

Senior Research Analyst at The Benchmark Company

Kurt Holland is a Senior Research Analyst at The Benchmark Company focused on small- and mid-cap equities, specializing in the technology and healthcare sectors. He is recognized for his in-depth fundamental research and regularly covers public companies including names across software, medical device, and biotech subsectors, delivering actionable stock calls with a strong performance record as measured by independent industry platforms. Holland began his analyst career over a decade ago, having previously worked at boutique research firms before joining The Benchmark Company in 2019. He holds multiple FINRA securities licenses, is a registered representative, and is noted for published research contributions as well as industry conference participation.

Kurt Holland's questions to TechnipFMC (FTI) leadership

Kurt Holland's questions to TechnipFMC (FTI) leadership • Q4 2024

Question

Kurt Holland of The Benchmark Company asked about the growth trajectory of iEPCI and Subsea 2.0, questioning what the ultimate ceiling might be for their combined 80% share of inbound orders.

Answer

CEO Douglas Pferdehirt responded that while there may be a natural market limit for iEPCI due to some customers procuring services separately, he sees no reason for its 50% share to be a cap. For Subsea 2.0, which is well above 50% of tree orders, he expressed an ambition for it to approach 100%, highlighting its critical role in driving future performance and maintaining a significant cycle-time advantage.

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