View Future GrowthBorr Drilling 過去の業績過去 基準チェック /26Borr Drillingは、平均年間60.9%の収益成長を遂げていますが、 Energy Services業界の収益は、年間 成長しています。収益は、平均年間47.6% 30.8%収益成長率で 成長しています。 Borr Drillingの自己資本利益率は2.7%であり、純利益率は3.1%です。主要情報60.88%収益成長率67.34%EPS成長率Energy Services 業界の成長23.29%収益成長率30.80%株主資本利益率2.75%ネット・マージン3.13%次回の業績アップデート12 Aug 2026最近の業績更新お知らせ • Dec 13+ 5 more updatesBorr Drilling Limited to Report Fiscal Year 2025 Results on Mar 26, 2026Borr Drilling Limited announced that they will report fiscal year 2025 results on Mar 26, 2026お知らせ • Oct 15Borr Drilling Limited to Report Q3, 2025 Results on Nov 05, 2025Borr Drilling Limited announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Jul 24Borr Drilling Limited to Report Q2, 2025 Results on Aug 13, 2025Borr Drilling Limited announced that they will report Q2, 2025 results After-Market on Aug 13, 2025お知らせ • Apr 24Borr Drilling Limited to Report Q1, 2025 Results on May 21, 2025Borr Drilling Limited announced that they will report Q1, 2025 results After-Market on May 21, 2025お知らせ • Oct 01Borr Drilling Limited to Report Q3, 2024 Results on Nov 06, 2024Borr Drilling Limited announced that they will report Q3, 2024 results After-Market on Nov 06, 2024Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$0.13 (vs US$0.003 in 2Q 2023)Second quarter 2024 results: EPS: US$0.13 (up from US$0.003 in 2Q 2023). Revenue: US$271.9m (up 45% from 2Q 2023). Net income: US$31.7m (up US$30.9m from 2Q 2023). Profit margin: 12% (up from 0.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesお知らせ • Apr 13Borr Drilling Limited Provides Operational Updates on FleetBorr Drilling Limited provided operational updates on its fleet, including developments related to the ongoing situation in the Middle East, and announced a new contract commitment. With reference to the Company's update on March 9, 2026 about its four rigs deployed in the Middle East, the Arabia III resumed operations offshore Saudi Arabia in late March 2026. Additionally, the Company has received resumptions notices for the Groa in Qatar and the Arabia II in the UAE and expects these rigs to recommence operations during April 2026. The Company's fourth rig in the region, the Forseti, which is operated by a third party under a bareboat charter, is also undergoing preparations to resume operations in Qatar. In the Gulf of America, the Odin, which originally was to start operating earlier in the year, experienced delays due to additional maintenance work required in advance of commencing its contract with Cantium. The rig is now expected to commence operations in April 2026. In Southeast Asia, the Skald has received a binding letter of award from an undisclosed operator. The campaign is expected to commence in the second quarter of 2026 and has an estimated duration of six months. Reflecting these updates and other developments across the fleet since the Company's preceding earnings report on February 18, 2026, its contract coverage for full-year 2026 is 70% at an average dayrate of approximately $134,000, while the coverage for the first and second half of 2026 stands at 78% and 62%, respectively.お知らせ • Mar 10Borr Drilling Provides Operational Update on Arabian Gulf OperationsBorr Drilling Limited provided an operational update following recent hostilities in the Arabian Gulf, where the Company has four jack-up rigs deployed: one in Saudi Arabia; one in the UAE; and two in Qatar. In accordance with the customers' general precautionary measures, the three rigs deployed in Qatar and the UAE have been down manned as of last week. On March 7, 2026, the Arabia III was impacted by an incident that occurred on a customer-operated platform. The rig was subsequently safely shut down, and all personnel were successfully evacuated. All Borr Drilling's employees and crew in the region are accounted for and safe.お知らせ • Dec 16Borr Drilling Limited, Annual General Meeting, May 20, 2026Borr Drilling Limited, Annual General Meeting, May 20, 2026.お知らせ • Dec 13+ 5 more updatesBorr Drilling Limited to Report Fiscal Year 2025 Results on Mar 26, 2026Borr Drilling Limited announced that they will report fiscal year 2025 results on Mar 26, 2026お知らせ • Dec 10Borr Drilling Limited has completed a Follow-on Equity Offering in the amount of $84 million.Borr Drilling Limited has completed a Follow-on Equity Offering in the amount of $84 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 21,000,000 Price\Range: $4 Discount Per Security: $0.12お知らせ • Dec 09Borr Drilling Limited has filed a Follow-on Equity Offering.Borr Drilling Limited has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 21,000,000お知らせ • Oct 15Borr Drilling Limited to Report Q3, 2025 Results on Nov 05, 2025Borr Drilling Limited announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Aug 07Borr Drilling Limited Appoints Thiago Mordehachvili as A DirectorBorr Drilling Limited at its special general meeting held on August 6, 2025, elected Thiago Mordehachvili as a Director of the Company.お知らせ • Jul 24Borr Drilling Limited to Report Q2, 2025 Results on Aug 13, 2025Borr Drilling Limited announced that they will report Q2, 2025 results After-Market on Aug 13, 2025お知らせ • Jul 04Borr Drilling Limited has completed a Follow-on Equity Offering in the amount of $102.5 million.Borr Drilling Limited has completed a Follow-on Equity Offering in the amount of $102.5 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 50,000,000 Price\Range: $2.05お知らせ • Jul 03+ 2 more updatesBorr Drilling Limited Announces CEO Changes, Effective September 1, 2025Borr Drilling Limited announced the appointment of Mr. Bruno Morand as successor to Chief Executive Officer, Mr. Patrick Schorn, effective September 1, 2025. Mr. Schorn will transition to Executive Chairman of the Company's Board of Directors. Mr. Morand, who has served as Chief Commercial Officer at the Company since 2023, is a 20-year veteran of the offshore drilling industry, having held management positions with international rig contractors in operational management, project management, marketing, and customer relationship management. He originally joined Borr in 2017 and has played an active role with the Company's global portfolio of clients and strategic partners.お知らせ • Apr 24Borr Drilling Limited to Report Q1, 2025 Results on May 21, 2025Borr Drilling Limited announced that they will report Q1, 2025 results After-Market on May 21, 2025お知らせ • Mar 18Borr Drilling Limited, Annual General Meeting, May 21, 2025Borr Drilling Limited, Annual General Meeting, May 21, 2025.お知らせ • Feb 20Borr Drilling Limited Declares Cash Distribution for the Fourth Quarter 2024, Payable on or About March 19, 2025Borr Drilling Limited announced that the company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.02 per share for the fourth quarter of 2024 to shareholders of record on March 3, 2025. For the shares traded on NYSE, the ex-date is March 3, 2025, and payment date will be on or about March 19, 2025. For shareholders registered in Euronext VPS, the Norwegian Central Security Depository, the ex-date will be February 28, 2025 and payment date is expected to be on or about March 24, 2025.お知らせ • Jan 17Borr Drilling Limited Announces Temporary Suspension of Operation in MexicoBorr Drilling Limited as received a notice of temporary suspension of operation for its rigs “Galar, Gersemi and Grid”, operating in Mexico. The temporary suspension will be for a period of up to 31 March 2025. Based on discussions with customer, it is expected that some or all of these three rigs may be resuming operation prior to this date.お知らせ • Nov 20Borr Drilling Limited Announces Temporary Suspension of Operation for its Rig Arabia II, Operating in Saudi ArabiaBorr Drilling Limited received a notice of temporary suspension of operation for its rig Arabia II, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months. The commencement date of the suspension is still to be confirmed by the customer.お知らせ • Nov 08Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2024, Payable on or About 16 December 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.02 per share for the third quarter of 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK with fixing date on 19 December 2024. Date of approval is 6 November 2024. Last day including right OSE is 27 November 2024. Last day including right NYSE is 27 November 2024. Ex-date OSE is 28 November 2024. Ex-date NYSE is 29 November 2024. Record date is 29 November 2024. Payment date is on or about 16 December 2024. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 19 2024.お知らせ • Nov 02Borr Drilling Announces Voluntary Delisting from Oslo Stock Exchange as of 31 December 2024Borr Drilling Limited (the ‘Company’) announced that Euronext Oslo Stock Exchange (‘OSE’) has approved the Company's application for delisting, following an affirmative shareholder vote at the Company's Special General Meeting in October 2024. The Company's shares will be delisted from OSE as of 31 December 2024. The last day of trading will be 30 December 2024, and the Company will subsequently maintain a single listing on the New York Stock Exchange (‘NYSE’). Shareholders holding shares that are traded at the OSE, held through the Norwegian central securities depository held with Euronext Securities Oslo (commonly known as the ‘VPS’) may divest their shares through open market transactions, or work with their bank or broker to migrate their shares to the Depository Trust Company (DTC) in the US for trading on the NYSE. The Company intends to maintain its share registration with the VPS for a period of at least 12 months from the effective date of the delisting, allowing shareholders who want to maintain registration of their shares in Euronext Securities Oslo (VPS) to continue trading their shares via a Norwegian broker (outside of the Oslo Stock Exchange) with other investors with shares registered with Euronext Securities Oslo, or migrate their shares to the DTC within such 12-month period.お知らせ • Oct 02Borr Drilling Approves Delisting of Common Shares from the Oslo Stock ExchangeBorr Drilling Limited announced that a special general meeting of the company was held on October 1, 2024, the following resolution was passed: To approve the delisting of the Company's common shares from the Oslo Stock Exchange and to authorise the Board of Directors to take steps to implement the delisting including filing an application to the Oslo Stock Exchange on behalf of the Company.お知らせ • Oct 01Borr Drilling Limited to Report Q3, 2024 Results on Nov 06, 2024Borr Drilling Limited announced that they will report Q3, 2024 results After-Market on Nov 06, 2024New Risk • Sep 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.0% average weekly change).お知らせ • Aug 15Borr Drilling Limited Approves Cash Distribution for the Second Quarter of 2024, Payable on or About 6 September 2024Borr Drilling Limited announced that the company’s board of directors has approved a cash distribution of paid-in capital of USD 0.10 per share for the second quarter of 2024. Ex-date OSE is 21 August 2024. Ex-date NYSE is 22 August 2024. Record date is 22 August 2024. Payment date is on or about 6 September 2024.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$0.13 (vs US$0.003 in 2Q 2023)Second quarter 2024 results: EPS: US$0.13 (up from US$0.003 in 2Q 2023). Revenue: US$271.9m (up 45% from 2Q 2023). Net income: US$31.7m (up US$30.9m from 2Q 2023). Profit margin: 12% (up from 0.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).お知らせ • Aug 12Borr Drilling Limited Provides Unaudited Earnings Guidance for the Three Months Ended June 30, 2024Borr Drilling Limited provided unaudited earnings guidance for the three months ended June 30, 2024. The company expected for the three months ended June 30, 2024: total operating revenues of approximately $272 million, an increase of $38 million or 16% compared to the first quarter of 2024 and operating income of approximately $104 million, an increase of $19 million or 23% compared to the first quarter of 2024.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.05, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 373% over the past three years.お知らせ • Aug 02Borr Drilling Limited to Report Q2, 2024 Results on Aug 14, 2024Borr Drilling Limited announced that they will report Q2, 2024 results at 4:25 PM, Central European Standard Time on Aug 14, 2024Board Change • Jul 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jeff Currie was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 03+ 3 more updatesBorr Drilling Limited(NYSE:BORR) dropped from Russell 2500 Growth IndexBorr Drilling Limited(NYSE:BORR) dropped from Russell 2500 Growth Indexお知らせ • May 24Borr Drilling Limited Approves Cash Dividend for the First Quarter of 2024, Payable on or About 17 June, 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.10 per share for the first quarter of 2024. Date of approval: 22 May, 2024. Record date OSE/NYSE: 3 June, 2024. Payment date: On or about 17 June, 2024. Ex-date OSE: 31 May, 2024. Ex-date NYSE: 3 June, 2024.お知らせ • Apr 05Borr Drilling Limited Receives A Notice of Temporary Suspension of Operation for Its RigBorr Drilling Limited has received a notice of temporary suspension of operation for its rig “Arabia I”, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months, and is expected to commence in the second quarter. The Company intends to seek alternative engagement for the rig while on suspension.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$0.09 (vs US$1.64 loss in FY 2022)Full year 2023 results: EPS: US$0.09 (up from US$1.64 loss in FY 2022). Revenue: US$771.6m (up 74% from FY 2022). Net income: US$22.1m (up US$314.9m from FY 2022). Profit margin: 2.9% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 27Borr Drilling Limited to Report Fiscal Year 2023 Final Results on Mar 27, 2024Borr Drilling Limited announced that they will report fiscal year 2023 final results on Mar 27, 2024お知らせ • Mar 21Borr Drilling Limited(OB:BORR) dropped from Oslo OBX Total Return IndexBorr Drilling Limited removed ffrom Oslo OBX Total Return Index.New Risk • Feb 23New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risk Shareholders have been diluted in the past year (3.6% increase in shares outstanding).お知らせ • Feb 22Borr Drilling Limited Approves Cash Dividend for the Fourth Quarter of 2023, Payable on or About 18 March, 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.05 per share for the fourth quarter of 2023. Ex-date is 1 March, 2024. Record date is 4 March, 2024. Payment date is on or about 18 March, 2024.Breakeven Date Change • Feb 16Forecast breakeven date pushed back to 2024The 6 analysts covering Borr Drilling previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$198.1m in 2024. Average annual earnings growth of 77% is required to achieve expected profit on schedule.お知らせ • Dec 22Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2023Borr Drilling Limited has approved a cash distribution of paid-in capital of USD 0.05 per share for the third quarter of 2023. Date of approval: 22 December, 2023, Ex-date: 2 January, 2024, Record date: 3 January, 2024 and Payment date: On or about 22 January, 2024.Breakeven Date Change • Dec 12Forecast breakeven date moved forward to 2023The 6 analysts covering Borr Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$1.50m in 2023. Earnings growth of 77% is required to achieve expected profit on schedule.お知らせ • Dec 09Borr Drilling Limited (OB:BORR) announces an Equity Buyback for $100 million worth of its shares.Borr Drilling Limited (OB:BORR) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its own shares. The program does not have a fixed expiration date.お知らせ • Dec 02+ 3 more updatesBorr Drilling Limited to Report Q1, 2024 Results on May 31, 2024Borr Drilling Limited announced that they will report Q1, 2024 results on May 31, 2024Breakeven Date Change • Dec 02Forecast breakeven date pushed back to 2024The 6 analysts covering Borr Drilling previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 97% to 2023. The company is expected to make a profit of US$212.6m in 2024. Average annual earnings growth of 75% is required to achieve expected profit on schedule.お知らせ • Nov 19Borr Drilling Limited Proposes Quarterly DividendBorr Drilling Limited announced that the Board intends to implement a regular quarterly dividend starting at $0.05 per share, which is subject to required approvals in a special general meeting to be held December 22, 2023.Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: US$0.001 (vs US$0.30 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.001 (up from US$0.30 loss in 3Q 2022). Revenue: US$191.5m (up 78% from 3Q 2022). Net income: US$300.0k (up US$55.2m from 3Q 2022). Profit margin: 0.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 26Borr Drilling Limited announced that it has received $49.99979 million in fundingOn October 24, 2023, Borr Drilling Limited closed the transaction. The company has raised NOK 556,690,000 in gross proceeds in the private placement equivalent to $50,000,000 of 7,522,838 new shares, each at a subscription price of NOK 74, equivalent to $6.6464 per offer share. The private placement was significantly oversubscribed.お知らせ • Oct 17Borr Drilling Limited Announces Board AppointmentsBorr Drilling Limited announced that Mr. Jeffery Currie and Mr. Patrick Schorn have been appointed as directors of the company by the board with effect from 16 October 2023. Jeffrey Currie recently retired from Goldman Sachs after a decorated 27-year career. For the last 15 years, he was a Partner and the Global Head of Commodities Research where he was responsible for conducting research on commodity market dynamics in the context of corporate risk management programs, short and long-term commodity investment strategies, and asset allocation. He also held roles as the European Co-Head of Economics, Commodities and Strategy Research between 2010 and 2012. Since his retirement, Jeff has joined the board of Abaxx Technologies and The University of Chicago's Energy Policy Institute where he serves as the Chairman of the Advisory Board. Prior to joining Goldman Sachs, Mr. Currie taught undergraduate and graduate level courses in microeconomics and econometrics at The University of Chicago and served as the associate editor of Resource and Energy Economics. Jeff also worked as a consulting economist, specializing in energy and other microeconomic issues, and has advised many government agencies. Jeff earned a PhD in Economics from The University of Chicago in 1996. In addition, the board has appointed the company's CEO Mr. Patrick Schorn as a new Director. Mr. Schorn became CEO of Borr Drilling in September 2020, after serving as a Director of the Board since January 2018. Following these appointments, the board of directors consists of seven members.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: US$0.003 (vs US$1.09 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.003 (up from US$1.09 loss in 2Q 2022). Revenue: US$187.5m (up 78% from 2Q 2022). Net income: US$800.0k (up US$166.1m from 2Q 2022). Profit margin: 0.4% (up from net loss in 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 24First quarter 2023 earnings released: US$0.032 loss per share (vs US$0.35 loss in 1Q 2022)First quarter 2023 results: US$0.032 loss per share (improved from US$0.35 loss in 1Q 2022). Revenue: US$172.0m (up 110% from 1Q 2022). Net loss: US$7.40m (loss narrowed 86% from 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Neil Glass was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 31Full year 2022 earnings released: US$1.64 loss per share (vs US$1.43 loss in FY 2021)Full year 2022 results: US$1.64 loss per share (further deteriorated from US$1.43 loss in FY 2021). Revenue: US$443.8m (up 81% from FY 2021). Net loss: US$292.8m (loss widened 52% from FY 2021). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 17Full year 2022 earnings released: US$1.64 loss per share (vs US$1.43 loss in FY 2021)Full year 2022 results: US$1.64 loss per share (further deteriorated from US$1.43 loss in FY 2021). Revenue: US$443.8m (up 81% from FY 2021). Net loss: US$292.8m (loss widened 52% from FY 2021). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jan 25Borr Drilling Limited Revises Its Earnings Guidance for the Fourth Quarter and Full Year 2022Borr Drilling Limited revised its earnings guidance for the full year 2022. For the year, the company expects to record revenues of $435 million to $450 million (previous guidance was revenue between $375 million to $400 million). This implies estimated Quarter 4 2022 Revenues between $140 million to $155 million.Breakeven Date Change • Jan 18Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$109.4m in 2023. Average annual earnings growth of 83% is required to achieve expected profit on schedule.お知らせ • Dec 29+ 5 more updatesBorr Drilling Limited to Report Q1, 2023 Results on May 31, 2023Borr Drilling Limited announced that they will report Q1, 2023 results on May 31, 2023Recent Insider Transactions • Dec 07Founder & Chairman of the Board recently bought €498k worth of stockOn the 30th of November, Tor Troim bought around 112k shares on-market at roughly €4.43 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tor has been a buyer over the last 12 months, purchasing a net total of €524k worth in shares.Reported Earnings • Nov 18Third quarter 2022 earnings released: US$0.36 loss per share (vs US$0.24 loss in 3Q 2021)Third quarter 2022 results: US$0.36 loss per share (further deteriorated from US$0.24 loss in 3Q 2021). Revenue: US$107.9m (up 48% from 3Q 2021). Net loss: US$54.9m (loss widened 68% from 3Q 2021). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Oct 15Independent Director recently bought €64k worth of stockOn the 14th of October, Alexandra Blankenship bought around 15k shares on-market at roughly €4.15 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €141k more in shares than they have sold in the last 12 months.Breakeven Date Change • Aug 16Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$37.4m in 2023. Average annual earnings growth of 84% is required to achieve expected profit on schedule.Reported Earnings • Aug 10Second quarter 2022 earnings released: US$1.09 loss per share (vs US$0.44 loss in 2Q 2021)Second quarter 2022 results: US$1.09 loss per share (down from US$0.44 loss in 2Q 2021). Revenue: US$105.3m (up 92% from 2Q 2021). Net loss: US$165.3m (loss widened 176% from 2Q 2021). Over the next year, revenue is forecast to grow 48%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.Breakeven Date Change • Jun 22Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 0.1% to 2022. The company is expected to make a profit of US$1.90m in 2023. Average annual earnings growth of 104% is required to achieve expected profit on schedule.Reported Earnings • Jun 01First quarter 2022 earnings released: US$0.35 loss per share (vs US$0.42 loss in 1Q 2021)First quarter 2022 results: US$0.35 loss per share (up from US$0.42 loss in 1Q 2021). Revenue: US$82.0m (up 69% from 1Q 2021). Net loss: US$51.3m (loss narrowed 5.7% from 1Q 2021). Over the next year, revenue is forecast to grow 53%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.お知らせ • May 31Borr Drilling Limited Reiterates Revenue Guidance for the Year 2022Borr Drilling Limited reiterated revenue guidance for the year 2022. For the year, the company expects revenue between $375 million -$400 million.Reported Earnings • Apr 13Full year 2021 earnings released: US$1.43 loss per share (vs US$4.23 loss in FY 2020)Full year 2021 results: US$1.43 loss per share (up from US$4.23 loss in FY 2020). Revenue: US$245.3m (down 20% from FY 2020). Net loss: US$193.0m (loss narrowed 39% from FY 2020). Over the next year, revenue is forecast to grow 55%, compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.お知らせ • Apr 08Borr Drilling Limited to Report Fiscal Year 2021 Results on Apr 07, 2022Borr Drilling Limited announced that they will report fiscal year 2021 results on Apr 07, 2022お知らせ • Mar 03Borr Drilling Limited Announces Changes to the Board of DirectorsBorr Drilling Limited announced the retirement of Ms Georgina Sousa as a Director and Company Secretary. The Board announced that Ms. Mi Hong Yoon who has been appointed to the Board of the Company on March 1, 2022, and will succeed Ms. Sousa as Company Secretary. Ms. Yoon was employed by Digicel Bermuda as Chief Legal, Regulatory and Compliance Officer from March 2019 until February 2022 and served as Senior Legal Counsel of Telstra Corporation Limited's global operations in Hong Kong and London from 2009 to 2019.Breakeven Date Change • Feb 23No longer forecast to breakevenThe 4 analysts covering Borr Drilling no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$3.67m in 2023. New consensus forecast suggests the company will make a loss of US$10.5m in 2023.Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: US$1.43 loss per share (up from US$4.23 loss in FY 2020). Revenue: US$245.3m (down 20% from FY 2020). Net loss: US$193.0m (loss narrowed 39% from FY 2020). Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 73%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 57% per year, which means it is significantly lagging earnings.お知らせ • Feb 08Borr Drilling Limited Announces Board ChangesCurrent Chairman of the Board of Borr Drilling Limited, Paal Kibsgaard, has informed the Board that due to other work-related commitments, he will need to step down from his role as Chairman. Mr. Kibsgaard to continue to serve as a regular Board Member. The Board has elected Vice Chairman Tor Olav Troim, to be the new Chairman of the Board. Troim was previously Chairman for Borr Drilling from establishment of the Company until 8 October, 2019.収支内訳Borr Drilling の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:B2W 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 261,0513368031 Dec 251,0214565030 Sep 251,0257264030 Jun 259895463031 Mar 259935161031 Dec 241,0118262030 Sep 249688468030 Jun 249187564031 Mar 248344460031 Dec 237722245030 Sep 23700-2852030 Jun 23616-8347031 Mar 23534-24946031 Dec 22444-29337030 Sep 22364-31836030 Jun 22329-29537031 Mar 22279-19035031 Dec 21245-19335030 Sep 21236-20640030 Jun 21223-23543031 Mar 21252-28555031 Dec 20308-31849030 Sep 20340-31956030 Jun 20384-33656031 Mar 20386-33050031 Dec 19334-29850030 Sep 19295-34850030 Jun 19242-30845031 Mar 19206-21239031 Dec 18165-19039030 Sep 18112-14226030 Jun 1862-11228031 Mar 1811-11726031 Dec 170-88180質の高い収益: B2Wは 高品質の収益 を持っています。利益率の向上: B2Wの現在の純利益率 (3.1%)は、昨年(5.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: B2W過去 5 年間で収益を上げており、収益は年間60.9%増加しています。成長の加速: B2Wは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: B2Wは過去 1 年間で収益成長率がマイナス ( -35.2% ) となったため、 Energy Services業界平均 ( 30% ) と比較することが困難です。株主資本利益率高いROE: B2Wの 自己資本利益率 ( 2.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YEnergy 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 21:40終値2026/06/09 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Borr Drilling Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関null nullABG Sundal CollierGregory LewisBTIGScott GruberCitigroup Inc8 その他のアナリストを表示
お知らせ • Dec 13+ 5 more updatesBorr Drilling Limited to Report Fiscal Year 2025 Results on Mar 26, 2026Borr Drilling Limited announced that they will report fiscal year 2025 results on Mar 26, 2026
お知らせ • Oct 15Borr Drilling Limited to Report Q3, 2025 Results on Nov 05, 2025Borr Drilling Limited announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Jul 24Borr Drilling Limited to Report Q2, 2025 Results on Aug 13, 2025Borr Drilling Limited announced that they will report Q2, 2025 results After-Market on Aug 13, 2025
お知らせ • Apr 24Borr Drilling Limited to Report Q1, 2025 Results on May 21, 2025Borr Drilling Limited announced that they will report Q1, 2025 results After-Market on May 21, 2025
お知らせ • Oct 01Borr Drilling Limited to Report Q3, 2024 Results on Nov 06, 2024Borr Drilling Limited announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$0.13 (vs US$0.003 in 2Q 2023)Second quarter 2024 results: EPS: US$0.13 (up from US$0.003 in 2Q 2023). Revenue: US$271.9m (up 45% from 2Q 2023). Net income: US$31.7m (up US$30.9m from 2Q 2023). Profit margin: 12% (up from 0.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 13Borr Drilling Limited Provides Operational Updates on FleetBorr Drilling Limited provided operational updates on its fleet, including developments related to the ongoing situation in the Middle East, and announced a new contract commitment. With reference to the Company's update on March 9, 2026 about its four rigs deployed in the Middle East, the Arabia III resumed operations offshore Saudi Arabia in late March 2026. Additionally, the Company has received resumptions notices for the Groa in Qatar and the Arabia II in the UAE and expects these rigs to recommence operations during April 2026. The Company's fourth rig in the region, the Forseti, which is operated by a third party under a bareboat charter, is also undergoing preparations to resume operations in Qatar. In the Gulf of America, the Odin, which originally was to start operating earlier in the year, experienced delays due to additional maintenance work required in advance of commencing its contract with Cantium. The rig is now expected to commence operations in April 2026. In Southeast Asia, the Skald has received a binding letter of award from an undisclosed operator. The campaign is expected to commence in the second quarter of 2026 and has an estimated duration of six months. Reflecting these updates and other developments across the fleet since the Company's preceding earnings report on February 18, 2026, its contract coverage for full-year 2026 is 70% at an average dayrate of approximately $134,000, while the coverage for the first and second half of 2026 stands at 78% and 62%, respectively.
お知らせ • Mar 10Borr Drilling Provides Operational Update on Arabian Gulf OperationsBorr Drilling Limited provided an operational update following recent hostilities in the Arabian Gulf, where the Company has four jack-up rigs deployed: one in Saudi Arabia; one in the UAE; and two in Qatar. In accordance with the customers' general precautionary measures, the three rigs deployed in Qatar and the UAE have been down manned as of last week. On March 7, 2026, the Arabia III was impacted by an incident that occurred on a customer-operated platform. The rig was subsequently safely shut down, and all personnel were successfully evacuated. All Borr Drilling's employees and crew in the region are accounted for and safe.
お知らせ • Dec 16Borr Drilling Limited, Annual General Meeting, May 20, 2026Borr Drilling Limited, Annual General Meeting, May 20, 2026.
お知らせ • Dec 13+ 5 more updatesBorr Drilling Limited to Report Fiscal Year 2025 Results on Mar 26, 2026Borr Drilling Limited announced that they will report fiscal year 2025 results on Mar 26, 2026
お知らせ • Dec 10Borr Drilling Limited has completed a Follow-on Equity Offering in the amount of $84 million.Borr Drilling Limited has completed a Follow-on Equity Offering in the amount of $84 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 21,000,000 Price\Range: $4 Discount Per Security: $0.12
お知らせ • Dec 09Borr Drilling Limited has filed a Follow-on Equity Offering.Borr Drilling Limited has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 21,000,000
お知らせ • Oct 15Borr Drilling Limited to Report Q3, 2025 Results on Nov 05, 2025Borr Drilling Limited announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Aug 07Borr Drilling Limited Appoints Thiago Mordehachvili as A DirectorBorr Drilling Limited at its special general meeting held on August 6, 2025, elected Thiago Mordehachvili as a Director of the Company.
お知らせ • Jul 24Borr Drilling Limited to Report Q2, 2025 Results on Aug 13, 2025Borr Drilling Limited announced that they will report Q2, 2025 results After-Market on Aug 13, 2025
お知らせ • Jul 04Borr Drilling Limited has completed a Follow-on Equity Offering in the amount of $102.5 million.Borr Drilling Limited has completed a Follow-on Equity Offering in the amount of $102.5 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 50,000,000 Price\Range: $2.05
お知らせ • Jul 03+ 2 more updatesBorr Drilling Limited Announces CEO Changes, Effective September 1, 2025Borr Drilling Limited announced the appointment of Mr. Bruno Morand as successor to Chief Executive Officer, Mr. Patrick Schorn, effective September 1, 2025. Mr. Schorn will transition to Executive Chairman of the Company's Board of Directors. Mr. Morand, who has served as Chief Commercial Officer at the Company since 2023, is a 20-year veteran of the offshore drilling industry, having held management positions with international rig contractors in operational management, project management, marketing, and customer relationship management. He originally joined Borr in 2017 and has played an active role with the Company's global portfolio of clients and strategic partners.
お知らせ • Apr 24Borr Drilling Limited to Report Q1, 2025 Results on May 21, 2025Borr Drilling Limited announced that they will report Q1, 2025 results After-Market on May 21, 2025
お知らせ • Mar 18Borr Drilling Limited, Annual General Meeting, May 21, 2025Borr Drilling Limited, Annual General Meeting, May 21, 2025.
お知らせ • Feb 20Borr Drilling Limited Declares Cash Distribution for the Fourth Quarter 2024, Payable on or About March 19, 2025Borr Drilling Limited announced that the company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.02 per share for the fourth quarter of 2024 to shareholders of record on March 3, 2025. For the shares traded on NYSE, the ex-date is March 3, 2025, and payment date will be on or about March 19, 2025. For shareholders registered in Euronext VPS, the Norwegian Central Security Depository, the ex-date will be February 28, 2025 and payment date is expected to be on or about March 24, 2025.
お知らせ • Jan 17Borr Drilling Limited Announces Temporary Suspension of Operation in MexicoBorr Drilling Limited as received a notice of temporary suspension of operation for its rigs “Galar, Gersemi and Grid”, operating in Mexico. The temporary suspension will be for a period of up to 31 March 2025. Based on discussions with customer, it is expected that some or all of these three rigs may be resuming operation prior to this date.
お知らせ • Nov 20Borr Drilling Limited Announces Temporary Suspension of Operation for its Rig Arabia II, Operating in Saudi ArabiaBorr Drilling Limited received a notice of temporary suspension of operation for its rig Arabia II, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months. The commencement date of the suspension is still to be confirmed by the customer.
お知らせ • Nov 08Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2024, Payable on or About 16 December 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.02 per share for the third quarter of 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK with fixing date on 19 December 2024. Date of approval is 6 November 2024. Last day including right OSE is 27 November 2024. Last day including right NYSE is 27 November 2024. Ex-date OSE is 28 November 2024. Ex-date NYSE is 29 November 2024. Record date is 29 November 2024. Payment date is on or about 16 December 2024. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 19 2024.
お知らせ • Nov 02Borr Drilling Announces Voluntary Delisting from Oslo Stock Exchange as of 31 December 2024Borr Drilling Limited (the ‘Company’) announced that Euronext Oslo Stock Exchange (‘OSE’) has approved the Company's application for delisting, following an affirmative shareholder vote at the Company's Special General Meeting in October 2024. The Company's shares will be delisted from OSE as of 31 December 2024. The last day of trading will be 30 December 2024, and the Company will subsequently maintain a single listing on the New York Stock Exchange (‘NYSE’). Shareholders holding shares that are traded at the OSE, held through the Norwegian central securities depository held with Euronext Securities Oslo (commonly known as the ‘VPS’) may divest their shares through open market transactions, or work with their bank or broker to migrate their shares to the Depository Trust Company (DTC) in the US for trading on the NYSE. The Company intends to maintain its share registration with the VPS for a period of at least 12 months from the effective date of the delisting, allowing shareholders who want to maintain registration of their shares in Euronext Securities Oslo (VPS) to continue trading their shares via a Norwegian broker (outside of the Oslo Stock Exchange) with other investors with shares registered with Euronext Securities Oslo, or migrate their shares to the DTC within such 12-month period.
お知らせ • Oct 02Borr Drilling Approves Delisting of Common Shares from the Oslo Stock ExchangeBorr Drilling Limited announced that a special general meeting of the company was held on October 1, 2024, the following resolution was passed: To approve the delisting of the Company's common shares from the Oslo Stock Exchange and to authorise the Board of Directors to take steps to implement the delisting including filing an application to the Oslo Stock Exchange on behalf of the Company.
お知らせ • Oct 01Borr Drilling Limited to Report Q3, 2024 Results on Nov 06, 2024Borr Drilling Limited announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
New Risk • Sep 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.0% average weekly change).
お知らせ • Aug 15Borr Drilling Limited Approves Cash Distribution for the Second Quarter of 2024, Payable on or About 6 September 2024Borr Drilling Limited announced that the company’s board of directors has approved a cash distribution of paid-in capital of USD 0.10 per share for the second quarter of 2024. Ex-date OSE is 21 August 2024. Ex-date NYSE is 22 August 2024. Record date is 22 August 2024. Payment date is on or about 6 September 2024.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$0.13 (vs US$0.003 in 2Q 2023)Second quarter 2024 results: EPS: US$0.13 (up from US$0.003 in 2Q 2023). Revenue: US$271.9m (up 45% from 2Q 2023). Net income: US$31.7m (up US$30.9m from 2Q 2023). Profit margin: 12% (up from 0.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).
お知らせ • Aug 12Borr Drilling Limited Provides Unaudited Earnings Guidance for the Three Months Ended June 30, 2024Borr Drilling Limited provided unaudited earnings guidance for the three months ended June 30, 2024. The company expected for the three months ended June 30, 2024: total operating revenues of approximately $272 million, an increase of $38 million or 16% compared to the first quarter of 2024 and operating income of approximately $104 million, an increase of $19 million or 23% compared to the first quarter of 2024.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.05, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 373% over the past three years.
お知らせ • Aug 02Borr Drilling Limited to Report Q2, 2024 Results on Aug 14, 2024Borr Drilling Limited announced that they will report Q2, 2024 results at 4:25 PM, Central European Standard Time on Aug 14, 2024
Board Change • Jul 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jeff Currie was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 03+ 3 more updatesBorr Drilling Limited(NYSE:BORR) dropped from Russell 2500 Growth IndexBorr Drilling Limited(NYSE:BORR) dropped from Russell 2500 Growth Index
お知らせ • May 24Borr Drilling Limited Approves Cash Dividend for the First Quarter of 2024, Payable on or About 17 June, 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.10 per share for the first quarter of 2024. Date of approval: 22 May, 2024. Record date OSE/NYSE: 3 June, 2024. Payment date: On or about 17 June, 2024. Ex-date OSE: 31 May, 2024. Ex-date NYSE: 3 June, 2024.
お知らせ • Apr 05Borr Drilling Limited Receives A Notice of Temporary Suspension of Operation for Its RigBorr Drilling Limited has received a notice of temporary suspension of operation for its rig “Arabia I”, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months, and is expected to commence in the second quarter. The Company intends to seek alternative engagement for the rig while on suspension.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$0.09 (vs US$1.64 loss in FY 2022)Full year 2023 results: EPS: US$0.09 (up from US$1.64 loss in FY 2022). Revenue: US$771.6m (up 74% from FY 2022). Net income: US$22.1m (up US$314.9m from FY 2022). Profit margin: 2.9% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 27Borr Drilling Limited to Report Fiscal Year 2023 Final Results on Mar 27, 2024Borr Drilling Limited announced that they will report fiscal year 2023 final results on Mar 27, 2024
お知らせ • Mar 21Borr Drilling Limited(OB:BORR) dropped from Oslo OBX Total Return IndexBorr Drilling Limited removed ffrom Oslo OBX Total Return Index.
New Risk • Feb 23New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risk Shareholders have been diluted in the past year (3.6% increase in shares outstanding).
お知らせ • Feb 22Borr Drilling Limited Approves Cash Dividend for the Fourth Quarter of 2023, Payable on or About 18 March, 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.05 per share for the fourth quarter of 2023. Ex-date is 1 March, 2024. Record date is 4 March, 2024. Payment date is on or about 18 March, 2024.
Breakeven Date Change • Feb 16Forecast breakeven date pushed back to 2024The 6 analysts covering Borr Drilling previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$198.1m in 2024. Average annual earnings growth of 77% is required to achieve expected profit on schedule.
お知らせ • Dec 22Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2023Borr Drilling Limited has approved a cash distribution of paid-in capital of USD 0.05 per share for the third quarter of 2023. Date of approval: 22 December, 2023, Ex-date: 2 January, 2024, Record date: 3 January, 2024 and Payment date: On or about 22 January, 2024.
Breakeven Date Change • Dec 12Forecast breakeven date moved forward to 2023The 6 analysts covering Borr Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$1.50m in 2023. Earnings growth of 77% is required to achieve expected profit on schedule.
お知らせ • Dec 09Borr Drilling Limited (OB:BORR) announces an Equity Buyback for $100 million worth of its shares.Borr Drilling Limited (OB:BORR) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its own shares. The program does not have a fixed expiration date.
お知らせ • Dec 02+ 3 more updatesBorr Drilling Limited to Report Q1, 2024 Results on May 31, 2024Borr Drilling Limited announced that they will report Q1, 2024 results on May 31, 2024
Breakeven Date Change • Dec 02Forecast breakeven date pushed back to 2024The 6 analysts covering Borr Drilling previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 97% to 2023. The company is expected to make a profit of US$212.6m in 2024. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
お知らせ • Nov 19Borr Drilling Limited Proposes Quarterly DividendBorr Drilling Limited announced that the Board intends to implement a regular quarterly dividend starting at $0.05 per share, which is subject to required approvals in a special general meeting to be held December 22, 2023.
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: US$0.001 (vs US$0.30 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.001 (up from US$0.30 loss in 3Q 2022). Revenue: US$191.5m (up 78% from 3Q 2022). Net income: US$300.0k (up US$55.2m from 3Q 2022). Profit margin: 0.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 26Borr Drilling Limited announced that it has received $49.99979 million in fundingOn October 24, 2023, Borr Drilling Limited closed the transaction. The company has raised NOK 556,690,000 in gross proceeds in the private placement equivalent to $50,000,000 of 7,522,838 new shares, each at a subscription price of NOK 74, equivalent to $6.6464 per offer share. The private placement was significantly oversubscribed.
お知らせ • Oct 17Borr Drilling Limited Announces Board AppointmentsBorr Drilling Limited announced that Mr. Jeffery Currie and Mr. Patrick Schorn have been appointed as directors of the company by the board with effect from 16 October 2023. Jeffrey Currie recently retired from Goldman Sachs after a decorated 27-year career. For the last 15 years, he was a Partner and the Global Head of Commodities Research where he was responsible for conducting research on commodity market dynamics in the context of corporate risk management programs, short and long-term commodity investment strategies, and asset allocation. He also held roles as the European Co-Head of Economics, Commodities and Strategy Research between 2010 and 2012. Since his retirement, Jeff has joined the board of Abaxx Technologies and The University of Chicago's Energy Policy Institute where he serves as the Chairman of the Advisory Board. Prior to joining Goldman Sachs, Mr. Currie taught undergraduate and graduate level courses in microeconomics and econometrics at The University of Chicago and served as the associate editor of Resource and Energy Economics. Jeff also worked as a consulting economist, specializing in energy and other microeconomic issues, and has advised many government agencies. Jeff earned a PhD in Economics from The University of Chicago in 1996. In addition, the board has appointed the company's CEO Mr. Patrick Schorn as a new Director. Mr. Schorn became CEO of Borr Drilling in September 2020, after serving as a Director of the Board since January 2018. Following these appointments, the board of directors consists of seven members.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: US$0.003 (vs US$1.09 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.003 (up from US$1.09 loss in 2Q 2022). Revenue: US$187.5m (up 78% from 2Q 2022). Net income: US$800.0k (up US$166.1m from 2Q 2022). Profit margin: 0.4% (up from net loss in 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 24First quarter 2023 earnings released: US$0.032 loss per share (vs US$0.35 loss in 1Q 2022)First quarter 2023 results: US$0.032 loss per share (improved from US$0.35 loss in 1Q 2022). Revenue: US$172.0m (up 110% from 1Q 2022). Net loss: US$7.40m (loss narrowed 86% from 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Neil Glass was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 31Full year 2022 earnings released: US$1.64 loss per share (vs US$1.43 loss in FY 2021)Full year 2022 results: US$1.64 loss per share (further deteriorated from US$1.43 loss in FY 2021). Revenue: US$443.8m (up 81% from FY 2021). Net loss: US$292.8m (loss widened 52% from FY 2021). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 17Full year 2022 earnings released: US$1.64 loss per share (vs US$1.43 loss in FY 2021)Full year 2022 results: US$1.64 loss per share (further deteriorated from US$1.43 loss in FY 2021). Revenue: US$443.8m (up 81% from FY 2021). Net loss: US$292.8m (loss widened 52% from FY 2021). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jan 25Borr Drilling Limited Revises Its Earnings Guidance for the Fourth Quarter and Full Year 2022Borr Drilling Limited revised its earnings guidance for the full year 2022. For the year, the company expects to record revenues of $435 million to $450 million (previous guidance was revenue between $375 million to $400 million). This implies estimated Quarter 4 2022 Revenues between $140 million to $155 million.
Breakeven Date Change • Jan 18Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$109.4m in 2023. Average annual earnings growth of 83% is required to achieve expected profit on schedule.
お知らせ • Dec 29+ 5 more updatesBorr Drilling Limited to Report Q1, 2023 Results on May 31, 2023Borr Drilling Limited announced that they will report Q1, 2023 results on May 31, 2023
Recent Insider Transactions • Dec 07Founder & Chairman of the Board recently bought €498k worth of stockOn the 30th of November, Tor Troim bought around 112k shares on-market at roughly €4.43 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tor has been a buyer over the last 12 months, purchasing a net total of €524k worth in shares.
Reported Earnings • Nov 18Third quarter 2022 earnings released: US$0.36 loss per share (vs US$0.24 loss in 3Q 2021)Third quarter 2022 results: US$0.36 loss per share (further deteriorated from US$0.24 loss in 3Q 2021). Revenue: US$107.9m (up 48% from 3Q 2021). Net loss: US$54.9m (loss widened 68% from 3Q 2021). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Oct 15Independent Director recently bought €64k worth of stockOn the 14th of October, Alexandra Blankenship bought around 15k shares on-market at roughly €4.15 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €141k more in shares than they have sold in the last 12 months.
Breakeven Date Change • Aug 16Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$37.4m in 2023. Average annual earnings growth of 84% is required to achieve expected profit on schedule.
Reported Earnings • Aug 10Second quarter 2022 earnings released: US$1.09 loss per share (vs US$0.44 loss in 2Q 2021)Second quarter 2022 results: US$1.09 loss per share (down from US$0.44 loss in 2Q 2021). Revenue: US$105.3m (up 92% from 2Q 2021). Net loss: US$165.3m (loss widened 176% from 2Q 2021). Over the next year, revenue is forecast to grow 48%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Jun 22Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 0.1% to 2022. The company is expected to make a profit of US$1.90m in 2023. Average annual earnings growth of 104% is required to achieve expected profit on schedule.
Reported Earnings • Jun 01First quarter 2022 earnings released: US$0.35 loss per share (vs US$0.42 loss in 1Q 2021)First quarter 2022 results: US$0.35 loss per share (up from US$0.42 loss in 1Q 2021). Revenue: US$82.0m (up 69% from 1Q 2021). Net loss: US$51.3m (loss narrowed 5.7% from 1Q 2021). Over the next year, revenue is forecast to grow 53%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
お知らせ • May 31Borr Drilling Limited Reiterates Revenue Guidance for the Year 2022Borr Drilling Limited reiterated revenue guidance for the year 2022. For the year, the company expects revenue between $375 million -$400 million.
Reported Earnings • Apr 13Full year 2021 earnings released: US$1.43 loss per share (vs US$4.23 loss in FY 2020)Full year 2021 results: US$1.43 loss per share (up from US$4.23 loss in FY 2020). Revenue: US$245.3m (down 20% from FY 2020). Net loss: US$193.0m (loss narrowed 39% from FY 2020). Over the next year, revenue is forecast to grow 55%, compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.
お知らせ • Apr 08Borr Drilling Limited to Report Fiscal Year 2021 Results on Apr 07, 2022Borr Drilling Limited announced that they will report fiscal year 2021 results on Apr 07, 2022
お知らせ • Mar 03Borr Drilling Limited Announces Changes to the Board of DirectorsBorr Drilling Limited announced the retirement of Ms Georgina Sousa as a Director and Company Secretary. The Board announced that Ms. Mi Hong Yoon who has been appointed to the Board of the Company on March 1, 2022, and will succeed Ms. Sousa as Company Secretary. Ms. Yoon was employed by Digicel Bermuda as Chief Legal, Regulatory and Compliance Officer from March 2019 until February 2022 and served as Senior Legal Counsel of Telstra Corporation Limited's global operations in Hong Kong and London from 2009 to 2019.
Breakeven Date Change • Feb 23No longer forecast to breakevenThe 4 analysts covering Borr Drilling no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$3.67m in 2023. New consensus forecast suggests the company will make a loss of US$10.5m in 2023.
Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: US$1.43 loss per share (up from US$4.23 loss in FY 2020). Revenue: US$245.3m (down 20% from FY 2020). Net loss: US$193.0m (loss narrowed 39% from FY 2020). Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 73%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 57% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08Borr Drilling Limited Announces Board ChangesCurrent Chairman of the Board of Borr Drilling Limited, Paal Kibsgaard, has informed the Board that due to other work-related commitments, he will need to step down from his role as Chairman. Mr. Kibsgaard to continue to serve as a regular Board Member. The Board has elected Vice Chairman Tor Olav Troim, to be the new Chairman of the Board. Troim was previously Chairman for Borr Drilling from establishment of the Company until 8 October, 2019.