View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDiamond Offshore Drilling 将来の成長Future 基準チェック /56Diamond Offshore Drilling利益と収益がそれぞれ年間109.2%と6.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に24.9% 109.3%なると予測されています。主要情報109.2%収益成長率109.31%EPS成長率Energy Services 収益成長8.6%収益成長率6.6%将来の株主資本利益率24.91%アナリストカバレッジLow最終更新日02 Sep 2024今後の成長に関する最新情報Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2023The 3 analysts covering Diamond Offshore Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$3.21m in 2023. Earnings growth of 96% is required to achieve expected profit on schedule.Breakeven Date Change • Oct 01Forecast to breakeven in 2023The 2 analysts covering Diamond Offshore Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 95% to 2022. The company is expected to make a profit of US$11.8m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesお知らせ • Sep 04+ 1 more updateNoble Corporation plc (NYSE:NE) completed the acquisition of Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and othersNoble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.7 billion on June 9, 2024. As part of the transaction, Diamond shareholders will receive 0.2316 shares of Noble, plus cash consideration of $5.65 per share for each share of Diamond stock, an 11.4% premium to closing stock prices on June 7, 2024, representing 64% stock / 36% cash ($600 million total cash consideration). Upon closing, Diamond shareholders will own approximately 14.5% of Noble’s outstanding shares and Noble shareholders will hold 85.5% stake. The implied cash and stock consideration to be received by Diamond shareholders is $15.52 per share, representing a premium of 11.4% to Diamond’s closing share price on June 7, 2024. Noble intends to fund the cash portion of the transaction through new debt financing, which Noble has secured through a $600 million committed bridge financing facility. At closing, the Noble Board of Directors will be expanded to include one member from the Diamond Board. The agreement contains termination rights for each of Noble and Diamond. Upon termination of the agreement under specified circumstances, including the termination by Noble in the event of a change of recommendation by the board of directors of Diamond or by Diamond in order to enter into a definitive agreement with respect to a Diamond Offshore Superior Proposal, Diamond would be required to pay Noble a termination fee of $60 million. If the agreement is terminated by Noble or Diamond after the Diamond stockholder meeting has concluded and the Diamond stockholder approval has not been obtained, Diamond would be required to pay Noble a no vote termination fee of $16.5 million. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals, the receipt of any antitrust approvals, the authorization for listing on the NYSE of the Noble Shares, the effectiveness of the Registration Statement on Form S-4 to be filed by Noble and the approval of Diamond shareholders. The transaction has been unanimously approved by the Board of Directors of each company. The waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, in relation to the pending merger between Noble and Diamond, expired at 11:59 ET on July 24, 2024. The Registration Statement was declared effective by the SEC on July 25, 2024. Completion of the transaction is subject to the satisfaction of the remaining customary closing conditions, including approval by Diamond's stockholders and the receipt of informal clearance by the Australian Competition & Consumer Commission. A special meeting of Diamond stockholders to vote on the transaction is currently scheduled on August 27, 2024. On August 30, 2024, Noble Corporation and Diamond Offshore Drilling announced the receipt of clearance from the Australia Competition & Consumer Commission. The transaction is expected to close by the first quarter of 2025. As of August 30, 2024, the parties expect to close the transaction on September 4, 2024. Morgan Stanley & Co. LLC is acting as lead financial advisor to Noble and has provided committed financing. Wells Fargo and SB1 Markets also acted as financial advisors to Noble. Kyle Seifried, Scott Barshay, Gili Farhadian-Sagiv, Richard Schwartz, Benjamin Goodchild, Suhan Shim, Tim Cruickshank, Patricia Vaz de Almeida, Nathan Mitchell; Ron Aizen and Andrea Wahlquist Brown, Brian Krause, Alyssa Wolpin and Salvatore Gogliormella of of Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisors to Noble. Guggenheim Securities, LLC and TPH&Co., the energy business of Perella Weinberg Partners, are acting as lead financial advisors and fairness opinion provider to Diamond. Sean T. Wheeler, Debbie P. Yee, Camille Walker, Rachael L. Lichman, Julian J. Seiguer, Atma Kabad, David Wheat, William Dong, Ian G. John, Chuck Boyars, Thomas S. Wilson, Sion Davies, J. Robert Fowler and Stephanie Jeane of Kirkland & Ellis LLP is acting as legal advisor to Diamond. Stuart Rogers of Alston & Bird, LLP represented Morgan Stanley & Co. LLC as financial advisor. Travers Smith LLP acted as legal advisor to Noble. The transfer agent for the Noble ordinary shares is Computershare Trust Company, N.A. Computershare, Inc. acting as transfer agent for Diamond Offshore. Innisfree M&A Incorporated is the proxy solicitation agent for Diamond Offshore. Diamond Offshore estimates it will pay Innisfree a base fee of approximately $50,000, in addition to the reimbursement of certain costs and expenses, for these services. Diamond Offshore has agreed to pay Guggenheim Securities a cash transaction fee of $11 million. Diamond Offshore has previously paid Guggenheim Securities a cash milestone fee of $2 million that became payable upon the rendering of Guggenheim Securities’ opinion, which will be credited against the foregoing cash transaction fee. TPH expects to receive aggregate fees of approximately $11 million for its services, $2 million which became payable upon the rendering of its opinion and the principal portion of which is contingent upon the consummation of the transactions. Noble Corporation plc (NYSE:NE) completed the acquisition of Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others on September 4, 2024. Following completion of the acquisition of Diamond, the Company's board of directors has appointed Patrice Douglas from the Diamond board of directors to serve as a new director of Noble.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.091 (vs US$2.35 in 2Q 2023)Second quarter 2024 results: EPS: US$0.091 (down from US$2.35 in 2Q 2023). Revenue: US$252.9m (down 4.6% from 2Q 2023). Net income: US$9.33m (down 96% from 2Q 2023). Profit margin: 3.7% (down from 90% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in Europe.お知らせ • Jul 18Diamond Offshore Drilling, Inc. to Report Q2, 2024 Results on Aug 06, 2024Diamond Offshore Drilling, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024お知らせ • Jun 10Noble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.6 billion.Noble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.6 billion on June 10, 2024. As part of the transaction, Diamond shareholders will receive 0.2316 shares of Noble, plus cash consideration of $5.65 per share for each share of Diamond stock, an 11.4% premium to closing stock prices on June 7, 2024, representing 64% stock / 36% cash ($600 million total cash consideration). Upon closing, Diamond shareholders will own approximately 14.5% of Noble’s outstanding shares and Noble shareholders will hold 85.5% stake. The implied cash and stock consideration to be received by Diamond shareholders is $15.52 per share, representing a premium of 11.4% to Diamond’s closing share price on June 7, 2024. Noble intends to fund the cash portion of the transaction through new debt financing, which Noble has secured through a $600 million committed bridge financing facility. At closing, the Noble Board of Directors will be expanded to include one member from the Diamond Board. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals and the approval of Diamond shareholders. The transaction has been unanimously approved by the Board of Directors of each company. The transaction is expected to close by the first quarter of 2025. Morgan Stanley & Co. LLC is acting as lead financial advisor to Noble and has provided committed financing. Wells Fargo and SB1 Markets also acted as financial advisors to Noble. Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisor to Noble. Guggenheim Securities, LLC and TPH&Co., the energy business of Perella Weinberg Partners, are acting as lead financial advisors to Diamond. Kirkland & Ellis LLP is acting as legal advisor to Diamond.Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.11 (vs US$0.071 in 1Q 2023)First quarter 2024 results: EPS: US$0.11 (up from US$0.071 in 1Q 2023). Revenue: US$274.6m (up 28% from 1Q 2023). Net income: US$11.6m (up 61% from 1Q 2023). Profit margin: 4.2% (up from 3.4% in 1Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Energy Services industry in Europe.お知らせ • Apr 19Diamond Offshore Drilling, Inc. to Report Q1, 2024 Results on May 07, 2024Diamond Offshore Drilling, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024お知らせ • Mar 29Diamond Offshore Drilling, Inc., Annual General Meeting, May 09, 2024Diamond Offshore Drilling, Inc., Annual General Meeting, May 09, 2024, at 08:30 Central Standard Time. Location: Boardroom A of the Customer Connection Center located at 757 N. Eldridge Parkway, Houston Texas United States Agenda: To elect two directors, each to serve a term of one year expiring at the annual meeting of stockholders to be held in 2025 and until his/her respective successor is duly elected and qualified or until his/her earlier death, resignation, disqualification or removal; to hold an advisory vote on executive compensation; to ratify the appointment of Deloitte & Touche LLP as the independent auditor for our company and its subsidiaries for fiscal year 2024; and to transact such other business as may properly come before the meeting or any adjournments or postponements.お知らせ • Mar 15Diamond Offshore Drilling, Inc. Appoints Jon L. Richards as Senior Vice President and Chief Operating OfficerOn March 14, 2024, Diamond Offshore Drilling, Inc. appointed Jon L. Richards as Senior Vice President and Chief Operating Officer, effective immediately. Mr. Richards, age 50, has served as the Company’s Senior Vice President, Worldwide Operations since April 2020. From 2012 through 2020, he served as the Company’s Vice President, Operations. Mr. Richards joined the Company in 1997 and has worked in a wide variety of operational roles, including leadership positions of increasing responsibility and global scope. In connection with this appointment, Mr. Richards will receive an increase in his annual base salary from $428,000 to $475,000. Mr. Richards will continue to report to Bernie Wolford, Jr., President and Chief Executive Officer.Reported Earnings • Feb 29Full year 2023 earnings released: US$0.44 loss per share (vs US$1.03 loss in FY 2022)Full year 2023 results: US$0.44 loss per share (improved from US$1.03 loss in FY 2022). Revenue: US$1.06b (up 46% from FY 2022). Net loss: US$44.7m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Energy Services industry in Europe.お知らせ • Feb 07Diamond Offshore Drilling, Inc. to Report Q4, 2023 Results on Feb 27, 2024Diamond Offshore Drilling, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2024Buy Or Sell Opportunity • Jan 30Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €11.56. The fair value is estimated to be €14.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 294% in the next 2 years.Reported Earnings • Nov 09Third quarter 2023 earnings released: US$1.42 loss per share (vs US$0.055 profit in 3Q 2022)Third quarter 2023 results: US$1.42 loss per share (down from US$0.055 profit in 3Q 2022). Revenue: US$224.9m (up 19% from 3Q 2022). Net loss: US$145.0m (down US$150.5m from profit in 3Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Energy Services industry in Europe.お知らせ • Oct 18Diamond Offshore Drilling, Inc. to Report Q3, 2023 Results on Nov 06, 2023Diamond Offshore Drilling, Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023New Risk • Oct 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).New Risk • Sep 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).Board Change • Aug 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Peakes is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$2.35 (vs US$0.22 loss in 2Q 2022)Second quarter 2023 results: EPS: US$2.35 (up from US$0.22 loss in 2Q 2022). Revenue: US$281.6m (up 59% from 2Q 2022). Net income: US$238.8m (up US$260.7m from 2Q 2022). Profit margin: 85% (up from net loss in 2Q 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Energy Services industry in Europe.Board Change • Jul 13High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Peakes is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.071 (vs US$0.34 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.071 (up from US$0.34 loss in 1Q 2022). Revenue: US$232.0m (up 54% from 1Q 2022). Net income: US$7.23m (up US$41.6m from 1Q 2022). Profit margin: 3.1% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Energy Services industry in Europe.Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2023The 3 analysts covering Diamond Offshore Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$3.21m in 2023. Earnings growth of 96% is required to achieve expected profit on schedule.Recent Insider Transactions • Mar 05Senior VP & CFO recently sold €115k worth of stockOn the 1st of March, Dominic Savarino sold around 10k shares on-market at roughly €11.48 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dominic's only on-market trade for the last 12 months.Reported Earnings • Mar 04Full year 2022 earnings released: US$1.03 loss per share (vs US$19.13 loss in FY 2021)Full year 2022 results: US$1.03 loss per share (improved from US$19.13 loss in FY 2021). Revenue: US$841.3m (up 36% from FY 2021). Net loss: US$103.2m (loss narrowed 95% from FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Energy Services industry in Europe.お知らせ • Feb 11Diamond Offshore Drilling, Inc., Annual General Meeting, May 10, 2023Diamond Offshore Drilling, Inc., Annual General Meeting, May 10, 2023.お知らせ • Feb 08Diamond Offshore Drilling, Inc. to Report Q4, 2022 Results on Feb 27, 2023Diamond Offshore Drilling, Inc. announced that they will report Q4, 2022 results After-Market on Feb 27, 2023Board Change • Nov 17High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: US$0.055 (vs US$0.052 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.055 (up from US$0.052 loss in 3Q 2021). Revenue: US$189.9m (up 3.7% from 3Q 2021). Net income: US$5.51m (up US$10.7m from 3Q 2021). Profit margin: 2.9% (up from net loss in 3Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Energy Services industry in Europe.お知らせ • Oct 20Diamond Offshore Drilling, Inc. to Report Q3, 2022 Results on Nov 07, 2022Diamond Offshore Drilling, Inc. announced that they will report Q3, 2022 results After-Market on Nov 07, 2022Breakeven Date Change • Oct 01Forecast to breakeven in 2023The 2 analysts covering Diamond Offshore Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 95% to 2022. The company is expected to make a profit of US$11.8m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.Reported Earnings • Aug 11Second quarter 2022 earnings released: US$0.22 loss per share (vs US$15.02 loss in 2Q 2021)Second quarter 2022 results: US$0.22 loss per share (up from US$15.02 loss in 2Q 2021). Revenue: US$176.9m (up 37% from 2Q 2021). Net loss: US$21.9m (loss narrowed 99% from 2Q 2021).お知らせ • Aug 03Diamond Offshore Drilling, Inc. to Report Q2, 2022 Results on Aug 10, 2022Diamond Offshore Drilling, Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 10, 2022Reported Earnings • May 11First quarter 2022 earnings released: US$0.34 loss per share (vs US$2.62 loss in 1Q 2021)First quarter 2022 results: US$0.34 loss per share (up from US$2.62 loss in 1Q 2021). Revenue: US$150.3m (up 23% from 1Q 2021). Net loss: US$34.4m (loss narrowed 91% from 1Q 2021).Board Change • May 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Apr 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測DB:DO10 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20261,163259229389312/31/20251,124198185257512/31/20241,010417916836/30/20241,004-270-3391N/A3/31/20241,028-40-5179N/A12/31/2023984-45-12012N/A9/30/202391249-6651N/A6/30/2023877199-5630N/A3/31/2023789-62-78-8N/A12/31/2022725-103-519N/A9/30/2022701-176-1038N/A6/30/2022694-1862374N/A3/31/2022646-1,812-94-23N/A12/31/2021619-2,139-173-81N/A9/30/2021591-2,164-254-140N/A6/30/2021538-2,257-335-190N/A3/31/2021597-755-173-18N/A12/31/2020693-1,255-1818N/A9/30/2020794-1,180-20831N/A6/30/2020907-1,177-22845N/A3/31/2020926-1,146-332-17N/A12/31/2019935-357-3179N/A9/30/2019902-362-28329N/A6/30/2019941-318-20699N/A3/31/2019999-273-126151N/A12/31/20181,060-18010232N/A9/30/20181,172-133117316N/A6/30/20181,249-71290448N/A3/31/20181,37614N/A479N/A12/31/20171,45118N/A494N/A9/30/20171,498166N/A521N/A6/30/20171,480169N/A518N/A3/31/20171,445-436N/A504N/A12/31/20161,525-373N/A647N/A9/30/20161,685-734N/A762N/A6/30/20161,944-611N/A841N/A3/31/20162,20469N/A817N/A12/31/20152,360-274N/A736N/A9/30/20152,49070N/A777N/A6/30/20152,619-14N/A826N/A3/31/20152,651-15N/A850N/A12/31/20142,737387N/A993N/A9/30/20142,771381N/A891N/A6/30/20142,734423N/A913N/A3/31/20142,829519N/A1,093N/A12/31/20132,844549N/A1,066N/A9/30/20132,876612N/A1,160N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: DO10は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 0.8% ) よりも高い成長率であると考えられます。収益対市場: DO10今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: DO10今後 3 年以内に収益を上げることが予想されます。収益対市場: DO10の収益 ( 6.6% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: DO10の収益 ( 6.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: DO10の 自己資本利益率 は、3年後には高くなると予測されています ( 24.9 %)成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance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2024/09/03 11:59終値2024/09/03 00:00収益2024/06/30年間収益2023/12/31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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Diamond Offshore Drilling, Inc. 5 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。38 アナリスト機関James WestBarclaysScott GruberBernsteinAlan LawsBMO Capital Markets Equity Research35 その他のアナリストを表示
Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2023The 3 analysts covering Diamond Offshore Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$3.21m in 2023. Earnings growth of 96% is required to achieve expected profit on schedule.
Breakeven Date Change • Oct 01Forecast to breakeven in 2023The 2 analysts covering Diamond Offshore Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 95% to 2022. The company is expected to make a profit of US$11.8m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.
お知らせ • Sep 04+ 1 more updateNoble Corporation plc (NYSE:NE) completed the acquisition of Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and othersNoble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.7 billion on June 9, 2024. As part of the transaction, Diamond shareholders will receive 0.2316 shares of Noble, plus cash consideration of $5.65 per share for each share of Diamond stock, an 11.4% premium to closing stock prices on June 7, 2024, representing 64% stock / 36% cash ($600 million total cash consideration). Upon closing, Diamond shareholders will own approximately 14.5% of Noble’s outstanding shares and Noble shareholders will hold 85.5% stake. The implied cash and stock consideration to be received by Diamond shareholders is $15.52 per share, representing a premium of 11.4% to Diamond’s closing share price on June 7, 2024. Noble intends to fund the cash portion of the transaction through new debt financing, which Noble has secured through a $600 million committed bridge financing facility. At closing, the Noble Board of Directors will be expanded to include one member from the Diamond Board. The agreement contains termination rights for each of Noble and Diamond. Upon termination of the agreement under specified circumstances, including the termination by Noble in the event of a change of recommendation by the board of directors of Diamond or by Diamond in order to enter into a definitive agreement with respect to a Diamond Offshore Superior Proposal, Diamond would be required to pay Noble a termination fee of $60 million. If the agreement is terminated by Noble or Diamond after the Diamond stockholder meeting has concluded and the Diamond stockholder approval has not been obtained, Diamond would be required to pay Noble a no vote termination fee of $16.5 million. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals, the receipt of any antitrust approvals, the authorization for listing on the NYSE of the Noble Shares, the effectiveness of the Registration Statement on Form S-4 to be filed by Noble and the approval of Diamond shareholders. The transaction has been unanimously approved by the Board of Directors of each company. The waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, in relation to the pending merger between Noble and Diamond, expired at 11:59 ET on July 24, 2024. The Registration Statement was declared effective by the SEC on July 25, 2024. Completion of the transaction is subject to the satisfaction of the remaining customary closing conditions, including approval by Diamond's stockholders and the receipt of informal clearance by the Australian Competition & Consumer Commission. A special meeting of Diamond stockholders to vote on the transaction is currently scheduled on August 27, 2024. On August 30, 2024, Noble Corporation and Diamond Offshore Drilling announced the receipt of clearance from the Australia Competition & Consumer Commission. The transaction is expected to close by the first quarter of 2025. As of August 30, 2024, the parties expect to close the transaction on September 4, 2024. Morgan Stanley & Co. LLC is acting as lead financial advisor to Noble and has provided committed financing. Wells Fargo and SB1 Markets also acted as financial advisors to Noble. Kyle Seifried, Scott Barshay, Gili Farhadian-Sagiv, Richard Schwartz, Benjamin Goodchild, Suhan Shim, Tim Cruickshank, Patricia Vaz de Almeida, Nathan Mitchell; Ron Aizen and Andrea Wahlquist Brown, Brian Krause, Alyssa Wolpin and Salvatore Gogliormella of of Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisors to Noble. Guggenheim Securities, LLC and TPH&Co., the energy business of Perella Weinberg Partners, are acting as lead financial advisors and fairness opinion provider to Diamond. Sean T. Wheeler, Debbie P. Yee, Camille Walker, Rachael L. Lichman, Julian J. Seiguer, Atma Kabad, David Wheat, William Dong, Ian G. John, Chuck Boyars, Thomas S. Wilson, Sion Davies, J. Robert Fowler and Stephanie Jeane of Kirkland & Ellis LLP is acting as legal advisor to Diamond. Stuart Rogers of Alston & Bird, LLP represented Morgan Stanley & Co. LLC as financial advisor. Travers Smith LLP acted as legal advisor to Noble. The transfer agent for the Noble ordinary shares is Computershare Trust Company, N.A. Computershare, Inc. acting as transfer agent for Diamond Offshore. Innisfree M&A Incorporated is the proxy solicitation agent for Diamond Offshore. Diamond Offshore estimates it will pay Innisfree a base fee of approximately $50,000, in addition to the reimbursement of certain costs and expenses, for these services. Diamond Offshore has agreed to pay Guggenheim Securities a cash transaction fee of $11 million. Diamond Offshore has previously paid Guggenheim Securities a cash milestone fee of $2 million that became payable upon the rendering of Guggenheim Securities’ opinion, which will be credited against the foregoing cash transaction fee. TPH expects to receive aggregate fees of approximately $11 million for its services, $2 million which became payable upon the rendering of its opinion and the principal portion of which is contingent upon the consummation of the transactions. Noble Corporation plc (NYSE:NE) completed the acquisition of Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others on September 4, 2024. Following completion of the acquisition of Diamond, the Company's board of directors has appointed Patrice Douglas from the Diamond board of directors to serve as a new director of Noble.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.091 (vs US$2.35 in 2Q 2023)Second quarter 2024 results: EPS: US$0.091 (down from US$2.35 in 2Q 2023). Revenue: US$252.9m (down 4.6% from 2Q 2023). Net income: US$9.33m (down 96% from 2Q 2023). Profit margin: 3.7% (down from 90% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in Europe.
お知らせ • Jul 18Diamond Offshore Drilling, Inc. to Report Q2, 2024 Results on Aug 06, 2024Diamond Offshore Drilling, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
お知らせ • Jun 10Noble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.6 billion.Noble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.6 billion on June 10, 2024. As part of the transaction, Diamond shareholders will receive 0.2316 shares of Noble, plus cash consideration of $5.65 per share for each share of Diamond stock, an 11.4% premium to closing stock prices on June 7, 2024, representing 64% stock / 36% cash ($600 million total cash consideration). Upon closing, Diamond shareholders will own approximately 14.5% of Noble’s outstanding shares and Noble shareholders will hold 85.5% stake. The implied cash and stock consideration to be received by Diamond shareholders is $15.52 per share, representing a premium of 11.4% to Diamond’s closing share price on June 7, 2024. Noble intends to fund the cash portion of the transaction through new debt financing, which Noble has secured through a $600 million committed bridge financing facility. At closing, the Noble Board of Directors will be expanded to include one member from the Diamond Board. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals and the approval of Diamond shareholders. The transaction has been unanimously approved by the Board of Directors of each company. The transaction is expected to close by the first quarter of 2025. Morgan Stanley & Co. LLC is acting as lead financial advisor to Noble and has provided committed financing. Wells Fargo and SB1 Markets also acted as financial advisors to Noble. Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisor to Noble. Guggenheim Securities, LLC and TPH&Co., the energy business of Perella Weinberg Partners, are acting as lead financial advisors to Diamond. Kirkland & Ellis LLP is acting as legal advisor to Diamond.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.11 (vs US$0.071 in 1Q 2023)First quarter 2024 results: EPS: US$0.11 (up from US$0.071 in 1Q 2023). Revenue: US$274.6m (up 28% from 1Q 2023). Net income: US$11.6m (up 61% from 1Q 2023). Profit margin: 4.2% (up from 3.4% in 1Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Energy Services industry in Europe.
お知らせ • Apr 19Diamond Offshore Drilling, Inc. to Report Q1, 2024 Results on May 07, 2024Diamond Offshore Drilling, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024
お知らせ • Mar 29Diamond Offshore Drilling, Inc., Annual General Meeting, May 09, 2024Diamond Offshore Drilling, Inc., Annual General Meeting, May 09, 2024, at 08:30 Central Standard Time. Location: Boardroom A of the Customer Connection Center located at 757 N. Eldridge Parkway, Houston Texas United States Agenda: To elect two directors, each to serve a term of one year expiring at the annual meeting of stockholders to be held in 2025 and until his/her respective successor is duly elected and qualified or until his/her earlier death, resignation, disqualification or removal; to hold an advisory vote on executive compensation; to ratify the appointment of Deloitte & Touche LLP as the independent auditor for our company and its subsidiaries for fiscal year 2024; and to transact such other business as may properly come before the meeting or any adjournments or postponements.
お知らせ • Mar 15Diamond Offshore Drilling, Inc. Appoints Jon L. Richards as Senior Vice President and Chief Operating OfficerOn March 14, 2024, Diamond Offshore Drilling, Inc. appointed Jon L. Richards as Senior Vice President and Chief Operating Officer, effective immediately. Mr. Richards, age 50, has served as the Company’s Senior Vice President, Worldwide Operations since April 2020. From 2012 through 2020, he served as the Company’s Vice President, Operations. Mr. Richards joined the Company in 1997 and has worked in a wide variety of operational roles, including leadership positions of increasing responsibility and global scope. In connection with this appointment, Mr. Richards will receive an increase in his annual base salary from $428,000 to $475,000. Mr. Richards will continue to report to Bernie Wolford, Jr., President and Chief Executive Officer.
Reported Earnings • Feb 29Full year 2023 earnings released: US$0.44 loss per share (vs US$1.03 loss in FY 2022)Full year 2023 results: US$0.44 loss per share (improved from US$1.03 loss in FY 2022). Revenue: US$1.06b (up 46% from FY 2022). Net loss: US$44.7m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Energy Services industry in Europe.
お知らせ • Feb 07Diamond Offshore Drilling, Inc. to Report Q4, 2023 Results on Feb 27, 2024Diamond Offshore Drilling, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2024
Buy Or Sell Opportunity • Jan 30Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €11.56. The fair value is estimated to be €14.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 294% in the next 2 years.
Reported Earnings • Nov 09Third quarter 2023 earnings released: US$1.42 loss per share (vs US$0.055 profit in 3Q 2022)Third quarter 2023 results: US$1.42 loss per share (down from US$0.055 profit in 3Q 2022). Revenue: US$224.9m (up 19% from 3Q 2022). Net loss: US$145.0m (down US$150.5m from profit in 3Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Energy Services industry in Europe.
お知らせ • Oct 18Diamond Offshore Drilling, Inc. to Report Q3, 2023 Results on Nov 06, 2023Diamond Offshore Drilling, Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023
New Risk • Oct 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).
New Risk • Sep 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
Board Change • Aug 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Peakes is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$2.35 (vs US$0.22 loss in 2Q 2022)Second quarter 2023 results: EPS: US$2.35 (up from US$0.22 loss in 2Q 2022). Revenue: US$281.6m (up 59% from 2Q 2022). Net income: US$238.8m (up US$260.7m from 2Q 2022). Profit margin: 85% (up from net loss in 2Q 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Energy Services industry in Europe.
Board Change • Jul 13High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Peakes is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.071 (vs US$0.34 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.071 (up from US$0.34 loss in 1Q 2022). Revenue: US$232.0m (up 54% from 1Q 2022). Net income: US$7.23m (up US$41.6m from 1Q 2022). Profit margin: 3.1% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Energy Services industry in Europe.
Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2023The 3 analysts covering Diamond Offshore Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$3.21m in 2023. Earnings growth of 96% is required to achieve expected profit on schedule.
Recent Insider Transactions • Mar 05Senior VP & CFO recently sold €115k worth of stockOn the 1st of March, Dominic Savarino sold around 10k shares on-market at roughly €11.48 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dominic's only on-market trade for the last 12 months.
Reported Earnings • Mar 04Full year 2022 earnings released: US$1.03 loss per share (vs US$19.13 loss in FY 2021)Full year 2022 results: US$1.03 loss per share (improved from US$19.13 loss in FY 2021). Revenue: US$841.3m (up 36% from FY 2021). Net loss: US$103.2m (loss narrowed 95% from FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Energy Services industry in Europe.
お知らせ • Feb 11Diamond Offshore Drilling, Inc., Annual General Meeting, May 10, 2023Diamond Offshore Drilling, Inc., Annual General Meeting, May 10, 2023.
お知らせ • Feb 08Diamond Offshore Drilling, Inc. to Report Q4, 2022 Results on Feb 27, 2023Diamond Offshore Drilling, Inc. announced that they will report Q4, 2022 results After-Market on Feb 27, 2023
Board Change • Nov 17High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: US$0.055 (vs US$0.052 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.055 (up from US$0.052 loss in 3Q 2021). Revenue: US$189.9m (up 3.7% from 3Q 2021). Net income: US$5.51m (up US$10.7m from 3Q 2021). Profit margin: 2.9% (up from net loss in 3Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Energy Services industry in Europe.
お知らせ • Oct 20Diamond Offshore Drilling, Inc. to Report Q3, 2022 Results on Nov 07, 2022Diamond Offshore Drilling, Inc. announced that they will report Q3, 2022 results After-Market on Nov 07, 2022
Breakeven Date Change • Oct 01Forecast to breakeven in 2023The 2 analysts covering Diamond Offshore Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 95% to 2022. The company is expected to make a profit of US$11.8m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.
Reported Earnings • Aug 11Second quarter 2022 earnings released: US$0.22 loss per share (vs US$15.02 loss in 2Q 2021)Second quarter 2022 results: US$0.22 loss per share (up from US$15.02 loss in 2Q 2021). Revenue: US$176.9m (up 37% from 2Q 2021). Net loss: US$21.9m (loss narrowed 99% from 2Q 2021).
お知らせ • Aug 03Diamond Offshore Drilling, Inc. to Report Q2, 2022 Results on Aug 10, 2022Diamond Offshore Drilling, Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 10, 2022
Reported Earnings • May 11First quarter 2022 earnings released: US$0.34 loss per share (vs US$2.62 loss in 1Q 2021)First quarter 2022 results: US$0.34 loss per share (up from US$2.62 loss in 1Q 2021). Revenue: US$150.3m (up 23% from 1Q 2021). Net loss: US$34.4m (loss narrowed 91% from 1Q 2021).
Board Change • May 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Apr 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.