Noble Resultados de beneficios anteriores
Pasado controles de criterios 2/6
Noble ha aumentado sus beneficios a una tasa media anual de 66.3%, mientras que los beneficios de la industria de Energy Services han experimentado un crecimiento de 44.6% anual. Los ingresos han ido creciendo a una tasa media de 30.3% al año. La rentabilidad financiera de Noble es de 5%, y sus márgenes netos son de 7.6%.
Información clave
66.30%
Tasa de crecimiento de los beneficios
54.17%
Tasa de crecimiento del BPA
| Crecimiento de la industria Energy Services | 23.71% |
| Tasa de crecimiento de los ingresos | 30.27% |
| Rentabilidad financiera | 4.99% |
| Margen neto | 7.59% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 01
NE: 2026 Revenue Guidance And Completed Buybacks Will Support Bullish Upside
Analysts have raised their price target on Noble to $59.00, citing updated assumptions for higher revenue growth, stronger profit margins, a lower forward P/E multiple and a slightly reduced discount rate. What's in the News Noble maintained full year 2026 revenue guidance in a range of $2,800 million to $3,000 million, indicating no change to its previously communicated outlook (corporate guidance).
Actualización de narrativa • Apr 17
NE: Backlog Expansion And Buybacks Will Support Balanced Future Return Potential
Analysts have raised their price target on Noble from $42.20 to $44.30, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that feed into their revised valuation analysis. What's in the News Noble issued full year 2026 earnings guidance, with total revenue expected in a range of US$2.8b to US$3.0b (company guidance).Actualización de narrativa • Apr 02
NE: Future Backlog And Contracts Will Mask Overvaluation Risk
Analysts have lifted their price target for Noble to $42.20 from $40.90. This reflects modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Actualización de narrativa • Mar 19
NE: Expanded Backlog And Buybacks Will Support 2026 Revenue Upside
Analysts have modestly adjusted their price outlook on Noble, linking the updated $53.33 target to small refinements in discount rate assumptions, slightly different expectations for revenue growth and profit margin, and a tweaked future P/E input. What's in the News Noble has completed a share repurchase of 1,048,262 shares, representing 0.66% of its issued share capital, for $29.82 million under the buyback first announced on November 5, 2024 (company disclosure).Actualización de narrativa • Mar 05
NE: Expanded Rig Backlog And 2026 Revenue Guide Will Drive Future Upside
Analysts have lifted their price target on Noble to $53.33 from $41.25, reflecting updated assumptions that include a slightly lower discount rate, a different mix of revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Noble issued full year 2026 guidance with expected total revenue of US$2.8b to US$3.0b, giving investors a sense of the company’s target scale for the year (company guidance).Actualización de narrativa • Feb 18
NE: Backlog Expansion And Buybacks Will Support A Balanced Outlook
Analysts have raised their price target on Noble from $33.60 to $40.90 as they now apply a slightly lower discount rate, assume higher revenue growth and a modestly higher profit margin, and use a richer future P/E multiple in their models. What's in the News Noble Corporation plc issued earnings guidance for full year 2026, with expected total revenue between US$2.8b and US$3.0b (Key Developments).Seeking Alpha • Feb 10
Why I'm Looking For Growing Backlog On Noble's Upcoming Yearly Report
Summary Recently, Noble Corporation has left gravity behind and rocketed ahead of the S&P 500 despite crude oil weakness. NE's annual revenues have roughly tripled from less than $1B in 2020 to around $3B recently. Based on consensus estimates and the 3Q25 backlog breakdown, revenue growth is expected to falter. The 4Q25 report is expected to include new backlog additions and improved forward guidance. Without a sufficient and timely catalyst, recent outperformance could quickly reverse. Read the full article on Seeking AlphaActualización de narrativa • Feb 04
NE: Expanded Backlog And Contract Wins Will Drive Future Upside
Analysts have lifted their price target on Noble to $41.25 from $38.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Noble announced new contract awards for 9 rigs, adding approximately $1.3b of backlog across its fleet (company announcement).Actualización de narrativa • Jan 21
NE: Future Earnings Power And Completed Buybacks Will Drive Upside
Analysts have trimmed their price target on Noble by a small amount to $38.00. This reflects slightly lower assumptions for revenue growth and profit margins, partly offset by a higher future P/E multiple and a modest adjustment to the discount rate.Actualización de narrativa • Jan 06
NE: Future Earnings Power And Share Repurchases Will Drive Upside
Analysts have kept their price target for Noble steady at $38.00, citing minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that together leave their valuation view broadly unchanged. What's in the News Noble reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for $0 million under the buyback announced on November 5, 2024, while completing a total of 1,048,262 shares repurchased for $29.82 million, equal to 0.66% of the company (Key Developments).Actualización de narrativa • Dec 15
NE: Future Earnings Power And Index Inclusion Will Drive Upside
Analysts have modestly reduced their price target on Noble to reflect a slightly lower fair value of approximately 38 dollars. This adjustment is offset by expectations for stronger profit margins and a more attractive future earnings multiple.Actualización de narrativa • Oct 28
Share Buybacks And Index Additions Will Support Ultra-Deepwater Rebound In Key Regions
Noble's Analyst Price Target Sees Significant Increase on Improved Outlook Analysts have raised their price target for Noble from $33.60 to $33.60, citing higher expected revenue growth and stronger profit margin forecasts. This update is supported by recent improvements in financial projections.Actualización de narrativa • Oct 08
Ultra-deepwater Drilling Will Rebound With Brazilian And West African Pipelines
Analysts have revised Noble's fair value estimate downward from $34.20 to $33.60. This change reflects lower projected revenue growth and profit margins in their updated assessment.Seeking Alpha • Mar 20
Noble Corporation: Time To Own The Best In Class
Summary Noble Corp's Gen-7 drill ships command high rental rates, boosting stock optimism; a recent merger with Diamond Offshore enhances fleet quality and backlog. Despite recent EPS misses and deferred contracting, Noble offers a solid entry point with a well-covered 8.25% dividend and share buybacks. Noble's strong cash flow and strategic retirements of cold-stacked rigs position it well for future profitability and market recovery. NE is a buy at current prices due to its leading position in Deep Water drilling, undervalued assets, and potential for future growth. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Noble Corporation: Production Backlog And Capital Return Promising, Yet Low Visibility On Earnings Past 2025
Summary Noble Corporation's geographic diversification and strong client base are positives, but its lack of long-term contracts and idle rigs are concerning. The company's fluctuating revenues and earnings, coupled with high operating costs for idle rigs, present significant financial risks. Despite the attractive valuation, unpredictable oil prices and delayed contract executions make future earnings uncertain. Third quarter results are uplifting, with stronger cash balances and revenues. I rate Noble Corporation a Hold, noting that investors with specific insights into upcoming contracts may find current valuations appealing. Read the full article on Seeking Alpha
Nueva narrativa • Aug 29
Operational Efficiency And Critical Acquisitions Set To Propel Revenue Growth And Margin Enhancement
Strategic consolidation through the acquisition of Diamond aims to enhance operational scale and market positioning, supporting future revenue and margin growth.Seeking Alpha • Aug 21
Noble Corporation: Strong Quarter But Muted Near-Term Outlook - Buy
Summary Noble Corporation reported strong Q2/2024 results with revenue and profitability outperforming consensus expectations. While the company's full-year outlook was largely unchanged, management now expects lower deepwater contracting to extend well into 2025. Subsequent to quarter-end, the company raised $800 million in an upsized senior notes offering in order to cover the cash component of the proposed acquisition of Diamond Offshore Drilling. Following management's cautious market outlook, I have reduced my Adjusted EBITDA estimates for 2025 and 2026. With deepwater investments expected to pick up again in 2026, I remain constructive on Noble Corporation's prospects. Following the recent selloff, the company's shares now offer almost 50% upside to my revised $55 price target. Read the full article on Seeking AlphaSeeking Alpha • Jul 16
Noble Corporation: The Post Acquisition Outlook
Summary Noble Corporation plc stock has remained range-bound after announcing the acquisition of Diamond Offshore, which should drive $100 million in cost synergies. The acquisition will expand Noble's client base and floater portfolio, with the deal expected to close by YE24. Beneficial owner A.P. Moller Holding A/S bought 300,000 shares, showing confidence in Noble's future. A full investment analysis around Noble Corporation and its post-acquisition future is presented in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Jun 10
Noble Corporation And Diamond Offshore Drilling: A Sensible Marriage
Summary Noble Corporation is acquiring Diamond Offshore Drilling in a cash and stock transaction worth over $2 billion. The deal is expected to create operating synergies and make Noble Corporation a larger player in the offshore drilling industry. Shareholders of Diamond Offshore Drilling have the opportunity for upside if the deal goes through, with a discount currently offered. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Noble Corporation: Quality Backlogs With Room To Grow
Summary Noble Corporation's stock price has experienced volatility due to the impacts of production cuts and oil prices. The company operates as an offshore drilling contractor with operations in the North Sea and partnerships with major players in the industry. The offshore drilling market is expected to grow, and Noble Corporation has a strong backlog and positive earnings outlook. Read the full article on Seeking AlphaSeeking Alpha • Nov 16
Noble Corporation: Strong Quarter, Raised Guidance, Undemanding Valuation - Buy
Summary Leading offshore driller Noble Corporation reported strong Q3 results with revenues and profitability reaching new multi-year highs. The company raised full-year guidance and increased its quarterly dividend by 33% to $0.40 per share. Cash generation was impacted by higher working capital requirements, and Noble warned of more near-term white space in the company's contracting schedule. Management remained confident in the industry's long-term prospects and expects the upward trajectory in day rates to resume once previously sidelined capacity has been absorbed. While offshore oil and gas service stocks have been volatile as of late, I consider the recent setback an opportunity to start scaling into the shares. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
Noble Corporation Can Rise Further As Offshore Rig Capacity Remains Scarce
Summary Noble Corporation's shares have risen by about 50% over the past year, reflecting the recovery in the offshore drilling sector. The company reported solid financial results, with adjusted EPS of $0.38 and $104 million of free cash flow generated during the quarter. Noble has a strong backlog of contracts and is well-positioned to benefit from the increasing demand for offshore rigs, particularly in deep and ultradeep waters. Read the full article on Seeking AlphaSeeking Alpha • Aug 07
Noble Corporation: Solid Quarter And Strong Long-Term Prospects - Buy
Summary Noble Corporation Plc reported profitable Q2 results with Adjusted EBITDA margin of 29% reaching a new multi-year high. In addition, Noble generated $104 million in free cash flow. In addition to initiating a quarterly cash dividend of $0.30 per share, the company spent $60 million on share repurchases. Total backlog increased by 9% sequentially to slightly above $5 billion mostly due to a previously reported $500 million contract award for the drillship Noble Faye Kozack offshore Brazil. While conditions in the ultra-deepwater floater segment remain strong, the North Sea jackup market remains a drag, but management expects the trough to be behind the company already. While I wouldn't chase the stock after the most recent rally, I would strongly advise investors to use any major weakness to get long the shares or add to existing positions as the industry outlook remains exceptionally strong. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
Noble Corporation: Not Enough Upside
Summary Noble Corporation, an offshore drilling contractor, is benefiting from major industry tailwinds, and its share price has recently rallied. Noble has performed well and announced significant shareholder distributions including $400 million of share buybacks and a $1.2 per share dividend. However, given the current valuation, we prefer other names in the sector, and issue a Hold rating. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Noble. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 3,017 | 229 | 128 | 0 |
| 31 Dec 25 | 3,107 | 217 | 133 | 0 |
| 30 Sep 25 | 3,284 | 227 | 135 | 0 |
| 30 Jun 25 | 3,290 | 309 | 145 | 0 |
| 31 Mar 25 | 3,139 | 461 | 150 | 0 |
| 31 Dec 24 | 2,919 | 448 | 140 | 0 |
| 30 Sep 24 | 2,646 | 501 | 142 | 0 |
| 30 Jun 24 | 2,553 | 599 | 132 | 0 |
| 31 Mar 24 | 2,499 | 469 | 124 | 0 |
| 31 Dec 23 | 2,462 | 482 | 128 | 0 |
| 30 Sep 23 | 2,438 | 467 | 125 | 0 |
| 30 Jun 23 | 2,057 | 342 | 113 | 0 |
| 31 Mar 23 | 1,713 | 314 | 96 | 0 |
| 31 Dec 22 | 1,333 | 169 | 82 | 0 |
| 30 Sep 22 | 939 | 157 | 65 | 0 |
| 30 Jun 22 | 881 | 100 | 58 | 0 |
| 31 Mar 22 | 819 | 84 | 66 | 0 |
| 31 Dec 21 | 782 | 352 | 68 | 0 |
| 30 Sep 21 | 784 | -2,594 | 65 | 0 |
| 30 Jun 21 | 780 | -2,621 | 66 | 0 |
| 31 Mar 21 | 801 | -2,684 | 61 | 0 |
| 31 Dec 20 | 909 | -3,978 | 120 | 0 |
| 30 Sep 20 | 1,156 | -1,189 | 71 | 0 |
| 30 Jun 20 | 1,188 | -1,583 | 73 | 0 |
| 31 Mar 20 | 1,243 | -1,692 | 71 | 0 |
| 31 Dec 19 | 1,246 | -697 | 169 | 0 |
| 30 Sep 19 | 1,144 | -498 | 352 | 0 |
| 30 Jun 19 | 1,105 | -334 | 61 | 0 |
| 31 Mar 19 | 1,077 | -810 | 64 | 0 |
| 31 Dec 18 | 1,036 | -885 | 70 | 0 |
| 30 Sep 18 | 1,065 | -877 | 91 | 0 |
| 30 Jun 18 | 1,058 | -892 | 78 | 0 |
| 31 Mar 18 | 1,081 | -356 | 90 | 0 |
| 31 Dec 17 | 1,207 | -515 | 69 | 0 |
| 30 Sep 17 | 1,287 | -1,780 | 64 | 0 |
| 30 Jun 17 | 1,400 | -1,739 | 79 | 0 |
| 31 Mar 17 | 2,005 | -1,333 | 66 | 0 |
| 31 Dec 16 | 2,242 | -930 | 71 | 0 |
| 30 Sep 16 | 2,678 | 212 | 70 | 0 |
| 30 Jun 16 | 3,179 | 585 | 69 | 0 |
| 31 Mar 16 | 3,074 | 427 | 72 | 0 |
| 31 Dec 15 | 3,262 | 500 | 77 | 0 |
| 30 Sep 15 | 3,212 | 64 | 91 | 0 |
| 30 Jun 15 | 3,149 | -109 | 100 | 0 |
Ingresos de calidad: NE tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(7.6%) de NE son inferiores a los del año pasado (14.7%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: NE ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 66.3% al año.
Acelerando crecimiento: NE ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: NE tuvo un crecimiento negativo de los beneficios (-50.3%) durante el año pasado, lo que dificulta la comparación con la media de la industria Energy Services (-26.2%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de NE (5%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 15:10 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Noble Corporation plc está cubierta por 45 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | ABG Sundal Collier |
| null null | Argus Research Company |
| James West | Barclays |