View ValuationOdfjell Drilling 将来の成長Future 基準チェック /16Odfjell Drilling利益と収益がそれぞれ年間3.9%と1.9%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18.5% 3.9%なると予測されています。主要情報3.9%収益成長率3.86%EPS成長率Energy Services 収益成長7.9%収益成長率1.9%将来の株主資本利益率18.52%アナリストカバレッジLow最終更新日18 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • May 21Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 09 June 2026. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 10.0%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.3%).お知らせ • Dec 11Odfjell Drilling Ltd., Annual General Meeting, Jun 16, 2026Odfjell Drilling Ltd., Annual General Meeting, Jun 16, 2026.お知らせ • Dec 10+ 4 more updatesOdfjell Drilling Ltd. to Report Q4, 2025 Results on Feb 25, 2026Odfjell Drilling Ltd. announced that they will report Q4, 2025 results on Feb 25, 2026お知らせ • Mar 25+ 1 more updateOdfjell Drilling Ltd. Announces Chief Financial Officer ChangesOdfjell Drilling Ltd. announced that Frode Skage Syslak, Chief Financial Officer, has decided to step down from his role no later than 1 September 2025 to assume the position as Senior Vice President, Finance. He will be succeeded as CFO by Ørjan Lunde. Ørjan Lunde is currently the CEO of Kristian Gerhard Jebsen Skipsrederi AS, a renowned Norwegian shipowner, where he was CFO from 2019 before taking the role as CEO in January 2024. Ørjan held several key roles within finance management in Odfjell Drilling from 2015 to 2019. Prior to this, he held CFO positions at Ocea and Reef Subsea. Ørjan holds a Master’s degree from the Norwegian School of Economics and began his career in EY in 2000 before moving to Nordea in 2007.お知らせ • Mar 17Odfjell Drilling Ltd. to Report Q1, 2025 Results on May 16, 2025Odfjell Drilling Ltd. announced that they will report Q1, 2025 results at 12:00 PM, Central European Standard Time on May 16, 2025お知らせ • Dec 24Odfjell Drilling Ltd., Annual General Meeting, Jun 16, 2025Odfjell Drilling Ltd., Annual General Meeting, Jun 16, 2025.お知らせ • Dec 23+ 4 more updatesOdfjell Drilling Ltd. to Report Q3, 2025 Results on Nov 06, 2025Odfjell Drilling Ltd. announced that they will report Q3, 2025 results on Nov 06, 2025Declared Dividend • Nov 09Third quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 15th November 2024 Payment date: 27th November 2024 Dividend yield will be 5.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 146% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.08 (vs US$0.78 in 3Q 2023)Third quarter 2024 results: EPS: US$0.08 (down from US$0.78 in 3Q 2023). Revenue: US$186.3m (flat on 3Q 2023). Net income: US$19.1m (down 90% from 3Q 2023). Profit margin: 10% (down from 99% in 3Q 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 31% per year.Declared Dividend • Aug 23Second quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 30th August 2024 Payment date: 19th September 2024 Dividend yield will be 5.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: US$0.07 (vs US$0.05 in 2Q 2023)Second quarter 2024 results: EPS: US$0.07 (up from US$0.05 in 2Q 2023). Revenue: US$191.3m (up 4.1% from 2Q 2023). Net income: US$16.4m (up 44% from 2Q 2023). Profit margin: 8.6% (up from 6.2% in 2Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 32% per year.お知らせ • Aug 21Odfjell Drilling Ltd. Declares Cash Dividend for the Second Quarter 2024, Payable on 19 September 2024The Board of Odfjell Drilling Ltd. has elected to pay a cash dividend of USD 0.06 per share or USD 14.4 million in total for the second quarter 2024. Last day including right: 29 August 2024, Ex-Dividend Date: 30 August 2024, Record Date: 2 September 2024; Payment Date: 19 September 2024; Date of approval: 20 August 2024.Upcoming Dividend • May 20Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 13 June 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.6%).お知らせ • May 16Odfjell Drilling Ltd. Announces Cash Dividend for the First Quarter 2024, Payable on 13 June 2024The Board of Odfjell Drilling Ltd. has elected to pay a cash dividend of USD 0.06 per share or USD 14.2 million in total for the first quarter 2024. Last day including right: 23 May 2024; Ex-Dividend Date: 24 May 2024; Record Date: 27 May 2024; Payment Date: 13 June 2024; Date of approval: 14 May 2024.New Risk • Apr 23New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x 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 Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Apr 22Full year 2023 earnings released: EPS: US$0.94 (vs US$0.32 in FY 2022)Full year 2023 results: EPS: US$0.94 (up from US$0.32 in FY 2022). Revenue: US$732.5m (up 13% from FY 2022). Net income: US$222.1m (up 198% from FY 2022). Profit margin: 30% (up from 12% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.94 (vs US$0.32 in FY 2022)Full year 2023 results: EPS: US$0.94 (up from US$0.32 in FY 2022). Revenue: US$732.5m (up 13% from FY 2022). Net income: US$222.1m (up 198% from FY 2022). Profit margin: 30% (up from 12% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 25Odfjell Drilling Ltd., Annual General Meeting, Jun 24, 2024Odfjell Drilling Ltd., Annual General Meeting, Jun 24, 2024.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €3.53, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 177% over the past three years.お知らせ • Dec 14+ 4 more updatesOdfjell Drilling Ltd. to Report Fiscal Year 2023 Results on Apr 19, 2024Odfjell Drilling Ltd. announced that they will report fiscal year 2023 results on Apr 19, 2024New Risk • Nov 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% 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 Risk Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks High level of debt (45% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.78 (vs US$0.039 in 3Q 2022)Third quarter 2023 results: EPS: US$0.78 (up from US$0.039 in 3Q 2022). Revenue: US$186.0m (up 13% from 3Q 2022). Net income: US$184.5m (up US$175.2m from 3Q 2022). Profit margin: 99% (up from 5.6% in 3Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 24Odfjell Drilling Ltd. Announces Cash Dividend, Payable on 13 September 2023The Board of Odfjell Drilling Ltd. has elected to pay a cash dividend of USD 0.06 per share or USD 14.2 million in total. Ex-Dividend Date is 1 September 2023. Record Date is 4 September 2023. Payment Date is 13 September 2023.Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: US$0.05 (vs US$0.083 in 2Q 2022)Second quarter 2023 results: EPS: US$0.05 (down from US$0.083 in 2Q 2022). Revenue: US$183.8m (up 13% from 2Q 2022). Net income: US$11.4m (down 42% from 2Q 2022). Profit margin: 6.2% (down from 12% in 2Q 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.88 per share.Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.33, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 235% over the past three years.Reported Earnings • Apr 23Full year 2022 earnings released: EPS: US$0.32 (vs US$0.22 in FY 2021)Full year 2022 results: EPS: US$0.32 (up from US$0.22 in FY 2021). Revenue: US$649.5m (up 14% from FY 2021). Net income: US$74.6m (up 41% from FY 2021). Profit margin: 12% (up from 9.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$0.32 (vs US$0.28 in FY 2021)Full year 2022 results: EPS: US$0.32 (up from US$0.28 in FY 2021). Revenue: US$650.0m (down 25% from FY 2021). Net income: US$76.0m (up 16% from FY 2021). Profit margin: 12% (up from 7.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.3% 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 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Feb 14Odfjell Drilling Ltd. to Report Q4, 2022 Results on Feb 16, 2023Odfjell Drilling Ltd. announced that they will report Q4, 2022 results on Feb 16, 2023Reported Earnings • Nov 25Third quarter 2022 earnings released: EPS: US$0.04 (vs US$0.12 in 3Q 2021)Third quarter 2022 results: EPS: US$0.04 (down from US$0.12 in 3Q 2021). Revenue: US$164.8m (down 27% from 3Q 2021). Net income: US$11.6m (down 59% from 3Q 2021). Profit margin: 7.0% (down from 13% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Director Harald Thorstein was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 10Odfjell Drilling Ltd. Announces Resignation of Thomas Marsoner as DirectorOdfjell Drilling Ltd. announced that Thomas Marsoner has on 09 November 2022 resigned as Director.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €2.18, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Energy Services industry in Europe. Total loss to shareholders of 7.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.92 per share.Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: US$163.1m (down 30% from 2Q 2021). Net income: US$21.9m (down 13% from 2Q 2021). Profit margin: 13% (up from 11% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 18% compared to a 13% growth forecast for the Energy Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to €2.83, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.88 per share.Board Change • Jul 08Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Thomas Marsoner was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.17, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 5.5% over the past three years.Reported Earnings • Jun 02First quarter 2022 earnings released: EPS: US$0.083 (vs US$0.055 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.083 (up from US$0.055 loss in 1Q 2021). Revenue: US$154.8m (down 15% from 1Q 2021). Net income: US$20.6m (up US$33.6m from 1Q 2021). Profit margin: 13% (up from net loss in 1Q 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is expected to shrink by 23% compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 02Full year 2021 earnings released: EPS: US$0.28 (vs US$0.57 in FY 2020)Full year 2021 results: EPS: US$0.28 (down from US$0.57 in FY 2020). Revenue: US$863.9m (down 7.1% from FY 2020). Net income: US$65.8m (down 51% from FY 2020). Profit margin: 7.6% (down from 14% in FY 2020). Over the next year, revenue is expected to shrink by 22% compared to a 18% growth forecast for the industry in Germany. 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 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2.55, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Energy Services industry in Europe. Total loss to shareholders of 2.4% over the past three years.Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.28 (down from US$0.57 in FY 2020). Revenue: US$871.8m (down 6.2% from FY 2020). Net income: US$74.4m (down 45% from FY 2020). Profit margin: 8.5% (down from 14% in FY 2020). Revenue exceeded analyst estimates by 6.5%. Over the next year, revenue is expected to shrink by 8.2% compared to a 21% growth forecast for the industry in Germany. 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 6% per year, which means it is significantly lagging earnings.Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Alasdair Shiach was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 27Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: US$0.12 (up from US$0.072 in 3Q 2020). Revenue: US$227.4m (up 8.1% from 3Q 2020). Net income: US$30.5m (up 79% from 3Q 2020). Profit margin: 13% (up from 8.1% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Over the next year, revenue is expected to shrink by 20% compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.84, 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 loss to shareholders of 49% over the past three years.Executive Departure • Sep 07CFO & Executive VP Atle Sæbø has left the companyOn the 1st of September, Atle Sæbø's tenure as CFO & Executive VP ended. We don't have any record of a personal shareholding under Atle's name. Atle is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.25 years.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS US$0.11 (vs US$0.035 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$233.0m (up 40% from 2Q 2020). Net income: US$27.2m (up US$35.5m from 2Q 2020). Profit margin: 12% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$1.68, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Energy Services industry in Europe. Total loss to shareholders of 49% over the past three years.Recent Insider Transactions • Jun 12CEO & President recently sold €843k worth of stockOn the 8th of June, Simen Lieungh sold around 372k shares on-market at roughly €2.27 per share. This was the largest sale by an insider in the last 3 months. This was Simen's only on-market trade for the last 12 months.Reported Earnings • May 29First quarter 2021 earnings released: US$0.055 loss per share (vs US$0.088 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: US$181.9m (down 7.9% from 1Q 2020). Net loss: US$13.0m (down 163% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • May 03Full year 2020 earnings released: EPS US$0.57 (vs US$0.14 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$929.7m (up 13% from FY 2019). Net income: US$135.2m (up 310% from FY 2019). Profit margin: 14% (up from 4.0% in FY 2019). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Mar 04Odfjell Drilling Signs Contract with Lundin Energy NorwayOdfjell Drilling Ltd. announced the award of letters of intent with Lundin Energy Norway for the use of Deepsea Stavanger. Final contract for the drilling campaign has now been signed. The duration of the contract is changed to three (3) firm wells plus six (6) optional wells. The firm scope has a contractual value of approx USD 33 million. Otherwise the contract is signed on such conditions as disclosed in aforementioned stock exchange notice.Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$0.57 (vs US$0.14 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$932.3m (up 13% from FY 2019). Net income: US$143.4m (up 334% from FY 2019). Profit margin: 15% (up from 4.0% in FY 2019). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 5.9%. Over the next year, revenue is expected to shrink by 18% compared to a 1.4% decline forecast for the Energy Services industry in Germany.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$1.99, the stock is trading at a trailing P/E ratio of 16.1x, up from the previous P/E ratio of 14x. This compares to an average P/E of 17x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 45%.Is New 90 Day High Low • Feb 18New 90-day high: €1.81The company is up 34% from its price of €1.35 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.74 per share.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$1.47, the stock is trading at a trailing P/E ratio of 12.4x, down from the previous P/E ratio of 15.1x. This compares to an average P/E of 12x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 62%.Is New 90 Day High Low • Jan 23New 90-day high: €1.79The company is up 88% from its price of €0.95 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.66 per share.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$1.74, the stock is trading at a trailing P/E ratio of 13.8x, up from the previous P/E ratio of 12x. This compares to an average P/E of 14x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 56%.Is New 90 Day High Low • Jan 07New 90-day high: €1.63The company is up 52% from its price of €1.07 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.85 per share.Is New 90 Day High Low • Dec 09New 90-day high: €1.49The company is up 65% from its price of €0.90 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.25 per share.お知らせ • Dec 03+ 5 more updatesOdfjell Drilling Ltd. to Report Q1, 2021 Results on May 27, 2021Odfjell Drilling Ltd. announced that they will report Q1, 2021 results on May 27, 2021Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS US$0.07The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: US$210.5m (down 1.9% from 3Q 2019). Net income: US$19.2m (up 3.4% from 3Q 2019). Profit margin: 9.1% (up from 8.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Nov 27Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%. Over the next year, revenue is expected to shrink by 1.8% compared to a 7.5% decline forecast for the Energy Services industry in Germany.Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 19% share price gain to US$1.35, the stock is trading at a trailing P/E ratio of 10.2x, up from the previous P/E ratio of 8.5x. This compares to an average P/E of 12x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 64%.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 17% share price gain to US$1.13, the stock is trading at a trailing P/E ratio of 8.4x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 13x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 68%.Is New 90 Day High Low • Nov 01New 90-day low: €0.83The company is down 16% from its price of €0.98 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.60 per share.Is New 90 Day High Low • Oct 12New 90-day high: €1.12The company is up 13% from its price of €0.99 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.61 per share.お知らせ • Oct 06Odfjell Drilling Enters Letter of Intent for Breidablikk Development with Deepsea AberdeenEquinor has awarded a letter of intent to Odfjell Drilling for the drilling and completion of the Breidablikk project with Deepsea Aberdeen. The letter of intent is subject to finalization of contract. The contract is set to commence during spring 2022 with a scope of fifteen firm wells and an estimated duration of 2.5 years. In addition, there are nine optional wells. The approximate contract value for the firm scope is USD 290 million (excluding any integrated services, modifications/upgrades and mobilisation/demobilisation fees). In addition, a notable performance incentive rate will apply when wells are delivered ahead of target. The rate for the optional wells will be mutually agreed based on performance and market benchmarks.お知らせ • Sep 22Odfjell Drilling Ltd. to Report Q2, 2020 Results on Aug 27, 2020Odfjell Drilling Ltd. announced that they will report Q2, 2020 results on Aug 27, 2020お知らせ • Aug 28Odfjell Drilling Ltd. (OB:ODL) agreed to acquire an unknown stakes in Oceanwind ASOdfjell Drilling Ltd. (OB:ODL) agreed to acquire an unknown stakes in Oceanwind AS on August 26, 2020. Odfjell Drilling’s buy-in is now subject to successful completion of the contemplated equity tranches業績と収益の成長予測DB:OD3 - 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12/31/20281,043226345434412/31/20271,064252418458412/31/20261,05721737242033/31/2026984210-202403N/A12/31/2025901167-216402N/A9/30/2025860143211372N/A6/30/2025813107196350N/A3/31/202578582187319N/A12/31/202477665156288N/A9/30/202476474168269N/A6/30/2024764239189278N/A3/31/2024756234193272N/A12/31/2023733222199265N/A9/30/2023708225204276N/A6/30/202368650192264N/A3/31/202366658199256N/A12/31/202265075209275N/A9/30/202262666237306N/A6/30/202261582232302N/A3/31/202261286195288N/A12/31/202157253154257N/A9/30/2021784140193305N/A6/30/2021841131186301N/A3/31/2021847100223347N/A12/31/2020930135232346N/A9/30/202079538163264N/A6/30/202079939115235N/A3/31/20208194660206N/A12/31/201982333N/A198N/A9/30/201977041N/A219N/A6/30/201973729N/A225N/A3/31/201972538N/A213N/A12/31/201869823N/A221N/A9/30/201870220N/A177N/A6/30/201869932N/A183N/A3/31/201868936N/A181N/A12/31/201766235N/A166N/A9/30/2017640-53N/A174N/A6/30/2017629-50N/A181N/A3/31/2017647-52N/A165N/A12/31/2016657-64N/A199N/A9/30/201668850N/A183N/A6/30/2016742-123N/A261N/A3/31/2016845-356N/A286N/A12/31/2015927-319N/A271N/A9/30/20151,015-385N/A325N/A6/30/20151,069-216N/A226N/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: OD3の予測収益成長率 (年間3.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: OD3の収益 ( 3.9% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: OD3の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: OD3の収益 ( 1.9% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: OD3の収益 ( 1.9% ) 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: OD3の 自己資本利益率 は、3年後には低くなると予測されています ( 18.5 %)。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2026/05/24 15:22終値2026/05/22 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Odfjell Drilling Ltd. 4 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。8 アナリスト機関null nullABG Sundal CollierSteffen EvjenDanske BankKristian AarliDNB Carnegie5 その他のアナリストを表示
Upcoming Dividend • May 21Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 09 June 2026. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 10.0%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.3%).
お知らせ • Dec 11Odfjell Drilling Ltd., Annual General Meeting, Jun 16, 2026Odfjell Drilling Ltd., Annual General Meeting, Jun 16, 2026.
お知らせ • Dec 10+ 4 more updatesOdfjell Drilling Ltd. to Report Q4, 2025 Results on Feb 25, 2026Odfjell Drilling Ltd. announced that they will report Q4, 2025 results on Feb 25, 2026
お知らせ • Mar 25+ 1 more updateOdfjell Drilling Ltd. Announces Chief Financial Officer ChangesOdfjell Drilling Ltd. announced that Frode Skage Syslak, Chief Financial Officer, has decided to step down from his role no later than 1 September 2025 to assume the position as Senior Vice President, Finance. He will be succeeded as CFO by Ørjan Lunde. Ørjan Lunde is currently the CEO of Kristian Gerhard Jebsen Skipsrederi AS, a renowned Norwegian shipowner, where he was CFO from 2019 before taking the role as CEO in January 2024. Ørjan held several key roles within finance management in Odfjell Drilling from 2015 to 2019. Prior to this, he held CFO positions at Ocea and Reef Subsea. Ørjan holds a Master’s degree from the Norwegian School of Economics and began his career in EY in 2000 before moving to Nordea in 2007.
お知らせ • Mar 17Odfjell Drilling Ltd. to Report Q1, 2025 Results on May 16, 2025Odfjell Drilling Ltd. announced that they will report Q1, 2025 results at 12:00 PM, Central European Standard Time on May 16, 2025
お知らせ • Dec 24Odfjell Drilling Ltd., Annual General Meeting, Jun 16, 2025Odfjell Drilling Ltd., Annual General Meeting, Jun 16, 2025.
お知らせ • Dec 23+ 4 more updatesOdfjell Drilling Ltd. to Report Q3, 2025 Results on Nov 06, 2025Odfjell Drilling Ltd. announced that they will report Q3, 2025 results on Nov 06, 2025
Declared Dividend • Nov 09Third quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 15th November 2024 Payment date: 27th November 2024 Dividend yield will be 5.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 146% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.08 (vs US$0.78 in 3Q 2023)Third quarter 2024 results: EPS: US$0.08 (down from US$0.78 in 3Q 2023). Revenue: US$186.3m (flat on 3Q 2023). Net income: US$19.1m (down 90% from 3Q 2023). Profit margin: 10% (down from 99% in 3Q 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 31% per year.
Declared Dividend • Aug 23Second quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 30th August 2024 Payment date: 19th September 2024 Dividend yield will be 5.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: US$0.07 (vs US$0.05 in 2Q 2023)Second quarter 2024 results: EPS: US$0.07 (up from US$0.05 in 2Q 2023). Revenue: US$191.3m (up 4.1% from 2Q 2023). Net income: US$16.4m (up 44% from 2Q 2023). Profit margin: 8.6% (up from 6.2% in 2Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 32% per year.
お知らせ • Aug 21Odfjell Drilling Ltd. Declares Cash Dividend for the Second Quarter 2024, Payable on 19 September 2024The Board of Odfjell Drilling Ltd. has elected to pay a cash dividend of USD 0.06 per share or USD 14.4 million in total for the second quarter 2024. Last day including right: 29 August 2024, Ex-Dividend Date: 30 August 2024, Record Date: 2 September 2024; Payment Date: 19 September 2024; Date of approval: 20 August 2024.
Upcoming Dividend • May 20Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 13 June 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.6%).
お知らせ • May 16Odfjell Drilling Ltd. Announces Cash Dividend for the First Quarter 2024, Payable on 13 June 2024The Board of Odfjell Drilling Ltd. has elected to pay a cash dividend of USD 0.06 per share or USD 14.2 million in total for the first quarter 2024. Last day including right: 23 May 2024; Ex-Dividend Date: 24 May 2024; Record Date: 27 May 2024; Payment Date: 13 June 2024; Date of approval: 14 May 2024.
New Risk • Apr 23New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.0x 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 Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Apr 22Full year 2023 earnings released: EPS: US$0.94 (vs US$0.32 in FY 2022)Full year 2023 results: EPS: US$0.94 (up from US$0.32 in FY 2022). Revenue: US$732.5m (up 13% from FY 2022). Net income: US$222.1m (up 198% from FY 2022). Profit margin: 30% (up from 12% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.94 (vs US$0.32 in FY 2022)Full year 2023 results: EPS: US$0.94 (up from US$0.32 in FY 2022). Revenue: US$732.5m (up 13% from FY 2022). Net income: US$222.1m (up 198% from FY 2022). Profit margin: 30% (up from 12% in FY 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 25Odfjell Drilling Ltd., Annual General Meeting, Jun 24, 2024Odfjell Drilling Ltd., Annual General Meeting, Jun 24, 2024.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 27%After last week's 27% share price gain to €3.53, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 177% over the past three years.
お知らせ • Dec 14+ 4 more updatesOdfjell Drilling Ltd. to Report Fiscal Year 2023 Results on Apr 19, 2024Odfjell Drilling Ltd. announced that they will report fiscal year 2023 results on Apr 19, 2024
New Risk • Nov 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% 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 Risk Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks High level of debt (45% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.78 (vs US$0.039 in 3Q 2022)Third quarter 2023 results: EPS: US$0.78 (up from US$0.039 in 3Q 2022). Revenue: US$186.0m (up 13% from 3Q 2022). Net income: US$184.5m (up US$175.2m from 3Q 2022). Profit margin: 99% (up from 5.6% in 3Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 24Odfjell Drilling Ltd. Announces Cash Dividend, Payable on 13 September 2023The Board of Odfjell Drilling Ltd. has elected to pay a cash dividend of USD 0.06 per share or USD 14.2 million in total. Ex-Dividend Date is 1 September 2023. Record Date is 4 September 2023. Payment Date is 13 September 2023.
Reported Earnings • Aug 23Second quarter 2023 earnings released: EPS: US$0.05 (vs US$0.083 in 2Q 2022)Second quarter 2023 results: EPS: US$0.05 (down from US$0.083 in 2Q 2022). Revenue: US$183.8m (up 13% from 2Q 2022). Net income: US$11.4m (down 42% from 2Q 2022). Profit margin: 6.2% (down from 12% in 2Q 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.88 per share.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.33, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 235% over the past three years.
Reported Earnings • Apr 23Full year 2022 earnings released: EPS: US$0.32 (vs US$0.22 in FY 2021)Full year 2022 results: EPS: US$0.32 (up from US$0.22 in FY 2021). Revenue: US$649.5m (up 14% from FY 2021). Net income: US$74.6m (up 41% from FY 2021). Profit margin: 12% (up from 9.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$0.32 (vs US$0.28 in FY 2021)Full year 2022 results: EPS: US$0.32 (up from US$0.28 in FY 2021). Revenue: US$650.0m (down 25% from FY 2021). Net income: US$76.0m (up 16% from FY 2021). Profit margin: 12% (up from 7.6% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.3% 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 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14Odfjell Drilling Ltd. to Report Q4, 2022 Results on Feb 16, 2023Odfjell Drilling Ltd. announced that they will report Q4, 2022 results on Feb 16, 2023
Reported Earnings • Nov 25Third quarter 2022 earnings released: EPS: US$0.04 (vs US$0.12 in 3Q 2021)Third quarter 2022 results: EPS: US$0.04 (down from US$0.12 in 3Q 2021). Revenue: US$164.8m (down 27% from 3Q 2021). Net income: US$11.6m (down 59% from 3Q 2021). Profit margin: 7.0% (down from 13% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.1% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 6.2%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Director Harald Thorstein was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 10Odfjell Drilling Ltd. Announces Resignation of Thomas Marsoner as DirectorOdfjell Drilling Ltd. announced that Thomas Marsoner has on 09 November 2022 resigned as Director.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €2.18, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Energy Services industry in Europe. Total loss to shareholders of 7.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.92 per share.
Reported Earnings • Sep 01Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: US$163.1m (down 30% from 2Q 2021). Net income: US$21.9m (down 13% from 2Q 2021). Profit margin: 13% (up from 11% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 18% compared to a 13% growth forecast for the Energy Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to €2.83, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.88 per share.
Board Change • Jul 08Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Thomas Marsoner was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.17, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Energy Services industry in Europe. Total returns to shareholders of 5.5% over the past three years.
Reported Earnings • Jun 02First quarter 2022 earnings released: EPS: US$0.083 (vs US$0.055 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.083 (up from US$0.055 loss in 1Q 2021). Revenue: US$154.8m (down 15% from 1Q 2021). Net income: US$20.6m (up US$33.6m from 1Q 2021). Profit margin: 13% (up from net loss in 1Q 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is expected to shrink by 23% compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 02Full year 2021 earnings released: EPS: US$0.28 (vs US$0.57 in FY 2020)Full year 2021 results: EPS: US$0.28 (down from US$0.57 in FY 2020). Revenue: US$863.9m (down 7.1% from FY 2020). Net income: US$65.8m (down 51% from FY 2020). Profit margin: 7.6% (down from 14% in FY 2020). Over the next year, revenue is expected to shrink by 22% compared to a 18% growth forecast for the industry in Germany. 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 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2.55, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Energy Services industry in Europe. Total loss to shareholders of 2.4% over the past three years.
Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.28 (down from US$0.57 in FY 2020). Revenue: US$871.8m (down 6.2% from FY 2020). Net income: US$74.4m (down 45% from FY 2020). Profit margin: 8.5% (down from 14% in FY 2020). Revenue exceeded analyst estimates by 6.5%. Over the next year, revenue is expected to shrink by 8.2% compared to a 21% growth forecast for the industry in Germany. 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 6% per year, which means it is significantly lagging earnings.
Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Alasdair Shiach was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 27Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: US$0.12 (up from US$0.072 in 3Q 2020). Revenue: US$227.4m (up 8.1% from 3Q 2020). Net income: US$30.5m (up 79% from 3Q 2020). Profit margin: 13% (up from 8.1% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Over the next year, revenue is expected to shrink by 20% compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.84, 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 loss to shareholders of 49% over the past three years.
Executive Departure • Sep 07CFO & Executive VP Atle Sæbø has left the companyOn the 1st of September, Atle Sæbø's tenure as CFO & Executive VP ended. We don't have any record of a personal shareholding under Atle's name. Atle is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.25 years.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS US$0.11 (vs US$0.035 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$233.0m (up 40% from 2Q 2020). Net income: US$27.2m (up US$35.5m from 2Q 2020). Profit margin: 12% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$1.68, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Energy Services industry in Europe. Total loss to shareholders of 49% over the past three years.
Recent Insider Transactions • Jun 12CEO & President recently sold €843k worth of stockOn the 8th of June, Simen Lieungh sold around 372k shares on-market at roughly €2.27 per share. This was the largest sale by an insider in the last 3 months. This was Simen's only on-market trade for the last 12 months.
Reported Earnings • May 29First quarter 2021 earnings released: US$0.055 loss per share (vs US$0.088 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: US$181.9m (down 7.9% from 1Q 2020). Net loss: US$13.0m (down 163% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • May 03Full year 2020 earnings released: EPS US$0.57 (vs US$0.14 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$929.7m (up 13% from FY 2019). Net income: US$135.2m (up 310% from FY 2019). Profit margin: 14% (up from 4.0% in FY 2019). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Mar 04Odfjell Drilling Signs Contract with Lundin Energy NorwayOdfjell Drilling Ltd. announced the award of letters of intent with Lundin Energy Norway for the use of Deepsea Stavanger. Final contract for the drilling campaign has now been signed. The duration of the contract is changed to three (3) firm wells plus six (6) optional wells. The firm scope has a contractual value of approx USD 33 million. Otherwise the contract is signed on such conditions as disclosed in aforementioned stock exchange notice.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$0.57 (vs US$0.14 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$932.3m (up 13% from FY 2019). Net income: US$143.4m (up 334% from FY 2019). Profit margin: 15% (up from 4.0% in FY 2019). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 5.9%. Over the next year, revenue is expected to shrink by 18% compared to a 1.4% decline forecast for the Energy Services industry in Germany.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$1.99, the stock is trading at a trailing P/E ratio of 16.1x, up from the previous P/E ratio of 14x. This compares to an average P/E of 17x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 45%.
Is New 90 Day High Low • Feb 18New 90-day high: €1.81The company is up 34% from its price of €1.35 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.74 per share.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$1.47, the stock is trading at a trailing P/E ratio of 12.4x, down from the previous P/E ratio of 15.1x. This compares to an average P/E of 12x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 62%.
Is New 90 Day High Low • Jan 23New 90-day high: €1.79The company is up 88% from its price of €0.95 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.66 per share.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$1.74, the stock is trading at a trailing P/E ratio of 13.8x, up from the previous P/E ratio of 12x. This compares to an average P/E of 14x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 56%.
Is New 90 Day High Low • Jan 07New 90-day high: €1.63The company is up 52% from its price of €1.07 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.85 per share.
Is New 90 Day High Low • Dec 09New 90-day high: €1.49The company is up 65% from its price of €0.90 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.25 per share.
お知らせ • Dec 03+ 5 more updatesOdfjell Drilling Ltd. to Report Q1, 2021 Results on May 27, 2021Odfjell Drilling Ltd. announced that they will report Q1, 2021 results on May 27, 2021
Reported Earnings • Nov 27Third quarter 2020 earnings released: EPS US$0.07The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: US$210.5m (down 1.9% from 3Q 2019). Net income: US$19.2m (up 3.4% from 3Q 2019). Profit margin: 9.1% (up from 8.6% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Nov 27Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%. Over the next year, revenue is expected to shrink by 1.8% compared to a 7.5% decline forecast for the Energy Services industry in Germany.
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 19% share price gain to US$1.35, the stock is trading at a trailing P/E ratio of 10.2x, up from the previous P/E ratio of 8.5x. This compares to an average P/E of 12x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 64%.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 17% share price gain to US$1.13, the stock is trading at a trailing P/E ratio of 8.4x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 13x in the Energy Services industry in Europe. Total return to shareholders over the past three years is a loss of 68%.
Is New 90 Day High Low • Nov 01New 90-day low: €0.83The company is down 16% from its price of €0.98 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.60 per share.
Is New 90 Day High Low • Oct 12New 90-day high: €1.12The company is up 13% from its price of €0.99 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.61 per share.
お知らせ • Oct 06Odfjell Drilling Enters Letter of Intent for Breidablikk Development with Deepsea AberdeenEquinor has awarded a letter of intent to Odfjell Drilling for the drilling and completion of the Breidablikk project with Deepsea Aberdeen. The letter of intent is subject to finalization of contract. The contract is set to commence during spring 2022 with a scope of fifteen firm wells and an estimated duration of 2.5 years. In addition, there are nine optional wells. The approximate contract value for the firm scope is USD 290 million (excluding any integrated services, modifications/upgrades and mobilisation/demobilisation fees). In addition, a notable performance incentive rate will apply when wells are delivered ahead of target. The rate for the optional wells will be mutually agreed based on performance and market benchmarks.
お知らせ • Sep 22Odfjell Drilling Ltd. to Report Q2, 2020 Results on Aug 27, 2020Odfjell Drilling Ltd. announced that they will report Q2, 2020 results on Aug 27, 2020
お知らせ • Aug 28Odfjell Drilling Ltd. (OB:ODL) agreed to acquire an unknown stakes in Oceanwind ASOdfjell Drilling Ltd. (OB:ODL) agreed to acquire an unknown stakes in Oceanwind AS on August 26, 2020. Odfjell Drilling’s buy-in is now subject to successful completion of the contemplated equity tranches