Ac t i o n | Estimate Revisions — We raise our 3q EBITDA by 2% to $1.21B primarily due to a stronger contribution from the Middle East in OFSE than previously forecast. We lower our 4q EBITDA by 2% to $1.27B, down primarily to a weaker OFSE contribution. Our 2026 EBITDA rises by 1% to $4.86B on revenues of $27.4B. We reduce our 2027 EBITDA forecast by 5% to $5.1B on lower IET revenues given capacity constraints. However, we raise our 2028 EBITDA by 1% to $5.74B as the new IET capacity drives our revenues hi ...