Transocean Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Transocean sono diminuiti a un tasso medio annuo di -38%, mentre il settore Energy Services ha visto gli utili crescere a un tasso medio annuo di 32%. I ricavi sono cresciuti crescere a un tasso medio annuo di 11.3%.
Informazioni chiave
-37.96%
Tasso di crescita degli utili
-28.26%
Tasso di crescita dell'EPS
| Energy Services Crescita del settore | 23.71% |
| Tasso di crescita dei ricavi | 11.33% |
| Rendimento del capitale proprio | -19.80% |
| Margine netto | -40.24% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Nuova narrativa • Sep 08
The Last Drillship Was Built Years Ago. Transocean Just Bought a Third of the Ones That Exist
In 2008, Transocean ran 136 rigs. It earned $4.2 billion.
Aggiornamento narrativa • Sep 04
RIG: Offshore Contract Backlog Will Likely Struggle To Offset Execution Risks
Transocean's analyst price target has edged higher, with recent moves around $4.75, $6.70 and $7 reflecting updated models that weigh tighter floater markets, shifting deepwater utilization expectations, and revised sector outlooks following Q2 results. Analyst Commentary Recent Street research on Transocean highlights a mixed setup, with some analysts becoming more constructive while others flag risks around valuation, execution, and the pace of offshore growth.
Aggiornamento narrativa • Aug 20
RIG: Expanding Backlog And Tightening Deepwater Utilization Will Support Future Earnings
Analysts have modestly reset expectations for Transocean, with the updated fair value estimate slipping from about $9.88 to $9.53 as they weigh a mix of revised price targets, tighter floater market conditions, and updated Q2 models across the oilfield services space. Analyst Commentary Recent Street research on Transocean points to a mixed but constructive tone, with several bullish analysts focusing on tightening floater conditions and updated models following Q2 results.
Aggiornamento narrativa • Aug 06
RIG: Backlog Expansion From New Equinor Contracts Will Drive Future Upside
Analysts have modestly raised their fair value estimate for Transocean to $6.58 from $6.30, reflecting updated models that factor in recent oil price swings, revised long term P/E assumptions, and mixed but generally constructive views on future offshore spending. Analyst Commentary Recent Street research on Transocean highlights a mix of optimism and caution around the company, with differing views on how current oil price moves and offshore spending expectations may play into execution and valuation over the next few years.Seeking Alpha • Jul 21
Transocean: Downgrading To Hold, Waiting For Valaris Tailwinds
Summary Transocean Ltd. is downgraded to Hold as I await evidence that the Valaris acquisition delivers structural benefits. The $5.8B Valaris deal will expand RIG’s fleet to 73 rigs, diversify its global footprint, and target $200M in synergies. Q2 setup appears underwhelming despite higher crude prices; I project $965M revenue and $0.02 adjusted EPS, with opex still elevated. Balance sheet improvement is key; management targets 1.5x net leverage within two years post-Valaris, which could drive a re-rating if achieved. Read the full article on Seeking AlphaAggiornamento narrativa • Jun 29
RIG: Backlog Expansion And Higher Long Term Margins Will Support Earnings
Analysts have nudged their price expectations for Transocean higher, with the updated fair value estimate moving from about $9.18 to roughly $9.88. This reflects recent Street price target increases and rationale that includes higher long term EBITDA forecasts relative to consensus.Aggiornamento narrativa • Jun 15
RIG: Offshore Backlog Strength Will Likely Struggle Against Execution And Balance Sheet Risks
Analysts have nudged their average price target for Transocean up from $3 to $4, citing updated oilfield services models and earnings forecasts that are above consensus for later years as key supports for the new fair value view. Analyst Commentary Price target moves on Transocean have not been uniformly positive, and several research updates highlight ongoing caution around the stock.Aggiornamento narrativa • Jun 01
RIG: Backlog Strength And Debt Reduction Will Confront Merger And Execution Risks
Analysts have raised the fair value estimate for Transocean from about $5.91 to $6.30, citing higher long term EBITDA forecasts and updated price targets across several firms, even though growth expectations are more conservative and the assumed future P/E is lower. Analyst Commentary Recent Street research on Transocean shows a mix of cautious and constructive views, with several firms updating their models and price targets as new quarterly information becomes available.Aggiornamento narrativa • May 02
RIG: Rich Backlog And Free Cash Flow Will Face Execution Risk
Analysts have raised Transocean's average price target by about $1 to $2, citing updated models that reflect recent free cash flow strength, new multi well contracts, and higher assumed day rates, even as some firms reset ratings to more neutral stances. Analyst Commentary Recent research on Transocean presents a mixed picture, with several firms lifting price targets while others move to more neutral or cautious ratings.Aggiornamento narrativa • Apr 18
RIG: Offshore Backlog Strength And Cash Generation Will Face Crude Price Risks
Analyst price targets for Transocean have moved higher, with firms such as Morgan Stanley, Susquehanna, Barclays and BTIG lifting their targets by amounts ranging from $0.50 to $2, as analysts point to updated estimates following recent free cash flow, contract wins and sector wide day rate assumptions. Analyst Commentary Recent research shows a split in how analysts view Transocean, with some focusing on improving cash generation and contract activity, while others highlight valuation constraints and rating downgrades even as targets move higher.Aggiornamento narrativa • Apr 04
RIG: Backlog Wins And Free Cash Flow Will Support Future Earnings
Analysts trimmed their price targets for Transocean to a range of $5 to $7.50, reflecting mixed views, as several firms cited valuation concerns while others pointed to recent free cash flow and new contract wins as support for higher estimates. Analyst Commentary Recent Street research on Transocean shows a clear split between cautious and constructive views, with valuation concerns driving several downgrades while some bullish analysts point to execution, cash generation, and contract activity as reasons to stay positive.Aggiornamento narrativa • Mar 20
RIG: Backlog Gains And Free Cash Flow Will Reshape Future Earnings Power
Analyst targets for Transocean have been adjusted upward, with the updated fair value estimate moving from $5.50 to about $9.18 as analysts weigh stronger recent free cash flow and contract wins against a more cautious view, reflected in several downgrades and higher assumed future P/E levels. Analyst Commentary Bullish analysts are highlighting a mix of improving execution, stronger cash generation and an expanding contract backlog as they reassess where Transocean should trade.Aggiornamento narrativa • Mar 06
RIG: Offshore Backlog Wins Will Likely Struggle Against 2026 Activity Risks
Analysts have modestly raised their average price target for Transocean to reflect updated models after recent free cash flow of $321 million in Q4 and $626 million for the year, new multi well contracts with BP in Brazil and in Australia, and several target bumps in the $5 to $7.50 range, even as some firms shifted ratings to more neutral stances. Analyst Commentary Recent research on Transocean reflects a split view, with some firms updating models after Q4 free cash flow and new contracts, while others are signaling more caution on valuation and execution risk.Aggiornamento narrativa • Feb 20
RIG: Offshore Backlog Gains Will Likely Face Late 2026 Activity Risks
Analysts have lifted their average price target on Transocean to $6, citing higher assumed offshore day rates and improved profit margins. At the same time, several ratings have shifted to more neutral stances as analysts view the shares as closer to fair value at current levels.Articolo di analisi • Feb 11
Transocean Ltd.'s (NYSE:RIG) 28% Price Boost Is Out Of Tune With Revenues
The Transocean Ltd. ( NYSE:RIG ) share price has done very well over the last month, posting an excellent gain of 28...Aggiornamento narrativa • Feb 06
RIG: Offshore Contract Wins Will Likely Prove Vulnerable To Weak Crude Prices
Narrative Update The analyst price target for Transocean has been adjusted to roughly US$4.37 from about US$4.17, as analysts factor in recent target raises that reflect steadier U.S. drilling activity and more positive commentary around new offshore contract signings. They continue to recognize that crude prices could influence the timing and strength of any rate recovery.Aggiornamento narrativa • Jan 22
RIG: Offshore Contract Wins Will Likely Face Persistent Weak Crude Headwinds
Analysts have nudged their average price target for Transocean higher, with recent moves such as Susquehanna lifting its target to $5 from $4.50 and Citi raising its view to $4.25 from $3.50. They cited steadier than expected U.S. drilling and completions activity alongside more positive commentary around new offshore contract signings, even as low crude prices remain a watch point.Aggiornamento narrativa • Jan 08
RIG: Offshore Contract Wins Will Likely Struggle Against Prolonged Weak Crude Prices
Narrative Update Analysts have lifted their price targets on Transocean to a range of about $4.25 to $5.00, citing steady U.S. drilling and completions activity and increased optimism around new offshore contract signings, despite crude price headwinds that could still affect dayrate momentum. Analyst Commentary Recent research points to a cautiously constructive stance on Transocean, with price targets generally clustered in the mid single digit range.Aggiornamento narrativa • Dec 25
RIG: Offshore Contract Momentum Will Likely Prove Vulnerable To Prolonged Weak Crude Prices
Analysts have raised their price target on Transocean from 2.50 dollars to 3.00 dollars, citing increasingly positive offshore drilling contract activity. However, they caution that lower crude prices could still delay a full recovery in dayrates.Aggiornamento narrativa • Dec 11
RIG: New Offshore Contracts Will Support Future Revenue Amid Crude Price Uncertainty
Analysts have increased their price target on Transocean by $0.75 to $4.25 per share, citing a more positive offshore drilling outlook supported by new contract signings, even as they note that lower crude prices could still temper the pace of improvement. Analyst Commentary Bullish analysts point to a gradually improving backdrop for offshore drilling, arguing that recent contract signings validate Transocean's ability to secure work and support a higher valuation range.Aggiornamento narrativa • Nov 26
RIG: Future Revenue Stability And Recent Contracts Will Balance Crude Price Risks
Analysts have raised their price target for Transocean from $3.50 to $4.25, citing increased optimism due to recent contract signings. However, low crude prices remain a cautionary factor.Articolo di analisi • Nov 18
Transocean Ltd. (NYSE:RIG) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Transocean Ltd. ( NYSE:RIG ) shares have been powering on, with a gain of 25% in the...Aggiornamento narrativa • Nov 07
RIG: Future Profit Margins And Contract Revenues Will Offset Revenue Headwinds
Analysts have raised their price target for Transocean from $3.88 to $4.07 per share. They cite improved profit margins and a lower discount rate as key factors in the updated valuation.
Nuova narrativa • Apr 23
Robotic Systems And US Gulf Assets Will Create Future Opportunities
Transocean's premium fleet and strategic regional expansions promise strong future revenue and earnings growth, with high demand predicted in key markets.Seeking Alpha • Feb 28
Transocean: The Inflection Point Has Not Been Reached Just Yet
Summary The offshore drilling market has faced challenges, but recent data shows potential improvement, warranting a 'Hold' rating due to continued backlog issues. Transocean's revenue rose 28.5% year-over-year in 2024, driven by increased rig utilization and higher daily revenue rates, indicating stronger market demand. Despite reducing net debt from $6.67 billion to $5.94 billion, RIG's backlog fell to $8.33 billion, highlighting ongoing industry challenges. Management's optimistic revenue forecast of $3.85–4 billion for 2025 suggests potential growth, but consistent backlog improvement is crucial for a stronger investment case. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Transocean: A Solid Backlog Bridges The Gap To 2027
Summary Transocean's high-spec fleet and long-term contracts position it to outperform peers despite the cyclical downturn in offshore drilling. The company's significant debt burden necessitates strict cost controls to improve free cash flow and financial stability. A new cost-cutting initiative aims to enhance profitability and accelerate debt repayment, improving long-term performance. RIG's valuation is not compelling compared to peers, but I expect this gap to close in time. Competitors will likely face tougher financials in the next 18 months. I rate RIG stock a HOLD. Read the full article on Seeking AlphaSeeking Alpha • Jan 11
Transocean: Unparalleled Focus On The High-Specification Drillship Market
Summary Transocean owns the most technically capable fleet in the offshore drilling industry. The crown-jewel assets are the Deepwater Titan and the Deepwater Atlas, the only two 8th-generation drillships in the world today. Although the balance sheet is highly leveraged, there is some light at the end of the tunnel, as Transocean has strong contract coverage until the end of 2026. If we also consider the portfolio of eight cold-staked drillships, Transocean could deliver impressive returns if the offshore drilling industry were to continue its recovery. Read the full article on Seeking AlphaSeeking Alpha • Nov 23
Transocean's Management Is Highly Optimistic
Summary Transocean's CEO is optimistic about the company's future, with a fully contracted fleet for 2024-2026 and high day rates indicating strong market conditions. A potential merger with Seadrill could significantly boost Transocean's backlog and fleet, enhancing its competitive position among offshore drillers. Despite strong fundamentals, Transocean's stock remains undervalued due to market skepticism and low oil prices, presenting a potential investment opportunity. Deleveraging efforts and potential shareholder distributions by 2026, along with rising demand for deepwater drilling, support a positive outlook for Transocean. Read the full article on Seeking AlphaSeeking Alpha • Nov 13
Transocean: Improved Balance Sheet And Catalyst On The Horizon
Summary Transocean owns 26 ultra-deepwater floaters and eight harsh-environment floaters. RIG has a substantial $9.3 billion backlog, positioning it well for future profitability. The industry's big news is Seadrill's potential acquisition. I believe RIG and SDRL will benefit from the transaction. For 3Q24, RIG reported $948 million in revenue and $338 million in EBITDA. YoY revenue grew by 32.9% and EBITDA by 117%. The company has an adequate capital structure with 68% total debt to equity and 47.6% total assets to total liabilities. The next significant maturity is in 2027. I have opened a small position. I will add more size if the deal with Seadrill gets a green light. I give RIG a Buy rating. Read the full article on Seeking AlphaSeeking Alpha • Oct 27
Transocean: Management Is Keeping This Rig From Sinking
Summary Transocean's recent stability in fundamentals contrasts with its volatile share price, justifying a 'hold' rating despite a 24.9% drop since July. Revenue increased by 18.1% year-over-year, driven by higher daily revenue, improved rig utilization, and newbuild floaters, despite some negative impacts. The company's net loss improved from $165 million to $123 million, with EBITDA rising from $237 million to $284 million, indicating better profitability metrics. Despite positive trends, concerns about declining backlog and high debt levels persist, making a 'hold' rating more appropriate until further financial results are released. Read the full article on Seeking AlphaSeeking Alpha • Sep 15
Transocean: Record Low Stock Price And Record High Dayrates
Summary Transocean is announcing new contracts and reporting record high dayrates. RIG stock is near 52-week lows, and insiders are actively buying the shares. Much of the stock price plunge was due to the non-cash charge due to the sale of two drillships. Read the full article on Seeking AlphaSeeking Alpha • Sep 03
Transocean Stock: Selloff On Massive Impairment Charge Overdone -- Upgrading To Buy
Summary On Tuesday, shares of leading offshore driller Transocean Ltd. marked new 52-week lows, likely due to a combination of perceived negative company-specific news and a selloff in crude oil. The surprise sale of two warm-stacked 6th generation floaters will result in aggregate proceeds of $342 million but also require an up to $645 million non-cash impairment charge. Essentially, the sale can be viewed as an admission to rocky market conditions for lower-specification units, as already stated by several competitors recently. Please note also that even with the industry currently undergoing a period of lower contracting activity, 2025 should be a much better year in terms of profitability and cash generation. With net debt coming down by more than 5% and only minor estimate revisions, I consider the selloff as overdone. With almost 20% upside to my unchanged price target of $5, I am upgrading Transocean shares from “Hold” to “Buy.”. Read the full article on Seeking AlphaSeeking Alpha • Aug 02
Transocean Records Record High Dayrates, But More Is Yet To Come
Summary RIG stock surged by 10% after fleet status report, announcing $531 million contract with record high dayrates. Transocean reported a net loss but increasing revenues, positive cash flow, and high dayrates in fleet status report. Management is optimistic about the future, expects the fleet to be fully booked into 2026, improving balance sheet and liquidity projections. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Transocean guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 4,118 | -1,657 | 180 | 0 |
| 31 Mar 26 | 4,140 | -2,765 | 187 | 0 |
| 31 Dec 25 | 3,965 | -2,915 | 194 | 0 |
| 30 Sep 25 | 3,874 | -2,933 | 203 | 0 |
| 30 Jun 25 | 3,794 | -1,504 | 204 | 0 |
| 31 Mar 25 | 3,667 | -689 | 214 | 0 |
| 31 Dec 24 | 3,524 | -512 | 216 | 0 |
| 30 Sep 24 | 3,313 | -623 | 213 | 0 |
| 30 Jun 24 | 3,078 | -349 | 210 | 0 |
| 31 Mar 24 | 2,946 | -391 | 199 | 0 |
| 31 Dec 23 | 2,832 | -954 | 192 | 0 |
| 30 Sep 23 | 2,697 | -1,200 | 190 | 0 |
| 30 Jun 23 | 2,675 | -1,008 | 188 | 0 |
| 31 Mar 23 | 2,638 | -911 | 183 | 0 |
| 31 Dec 22 | 2,575 | -621 | 180 | 0 |
| 30 Sep 22 | 2,590 | -531 | 170 | 0 |
| 30 Jun 22 | 2,525 | -633 | 168 | 0 |
| 31 Mar 22 | 2,489 | -668 | 164 | 0 |
| 31 Dec 21 | 2,556 | -592 | 161 | 0 |
| 30 Sep 21 | 2,625 | -369 | 194 | 0 |
| 30 Jun 21 | 2,772 | 120 | 199 | 0 |
| 31 Mar 21 | 3,046 | -274 | 205 | 0 |
| 31 Dec 20 | 3,152 | -567 | 209 | 0 |
| 30 Sep 20 | 3,254 | -581 | 191 | 0 |
| 30 Jun 20 | 3,265 | -1,765 | 191 | 0 |
| 31 Mar 20 | 3,093 | -1,476 | 192 | 0 |
| 31 Dec 19 | 3,088 | -1,255 | 192 | 0 |
| 30 Sep 19 | 3,044 | -1,446 | 175 | 0 |
| 30 Jun 19 | 3,076 | -1,030 | 161 | 0 |
| 31 Mar 19 | 3,108 | -1,957 | 167 | 0 |
| 31 Dec 18 | 3,018 | -1,996 | 147 | 0 |
| 30 Sep 18 | 2,874 | -1,865 | 166 | 0 |
| 30 Jun 18 | 2,767 | -2,873 | 171 | 0 |
| 31 Mar 18 | 2,688 | -3,428 | 154 | 0 |
| 31 Dec 17 | 2,731 | -3,127 | 152 | 0 |
| 30 Sep 17 | 2,671 | -2,779 | 157 | 0 |
| 30 Jun 17 | 2,868 | -1,147 | 162 | 0 |
| 31 Mar 17 | 3,327 | 621 | 168 | 0 |
| 31 Dec 16 | 4,161 | 764 | 152 | 0 |
| 30 Sep 16 | 4,605 | 1,206 | 182 | 0 |
| 30 Jun 16 | 5,307 | 1,307 | 186 | 0 |
| 31 Mar 16 | 6,021 | 1,567 | 189 | 0 |
| 31 Dec 15 | 7,386 | 855 | 192 | 0 |
| 30 Sep 15 | 7,772 | -559 | 197 | 0 |
Guadagni di qualità: RIG al momento non è redditizia.
Margine di profitto in crescita: RIG al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: RIG non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 38% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di RIG nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: RIG non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Energy Services ( -12.5% ).
Rendimento del capitale proprio
ROE elevato: RIG ha un Return on Equity negativo ( -19.8% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/14 03:36 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Transocean Ltd. è coperta da 48 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | ABG Sundal Collier |
| null null | Argus Research Company |
| James West | Barclays |