Borr Drilling（BORR）株式概要Borr Drilling Limitedは、世界中の石油・ガス産業向けにオフショア浅海掘削コントラクターとして事業を展開している。 詳細BORR ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績2/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より74.4%で取引されている 収益は年間72.2%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 利益率(3.1%)は昨年より低い(5.1%) Norwegian市場と比較した過去 3 か月間の株価の変動過去1年間で株主の希薄化が進んだ すべてのリスクチェックを見るBORR Community Fair Values Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN21.5% undervaluedAnalystConsensusTarget•5mo agoTightening Jack-Up Market And Limited New Supply Will Support Stronger Future Earnings1102Top Analyst NarrativesBorr DrillingANAnalystConsensusTargetBased on Analyst Price TargetsTightening Jack-Up Market And Limited New Supply Will Support Stronger Future EarningsCatalysts About Borr Drilling Borr Drilling operates a modern premium jack-up rig fleet focused on shallow water oil and gas drilling globally. What are the underlying business or industry changes driving this perspective?View narrativeNOK 65.29FV21.5% 割安 内在価値ディスカウント7.90%Revenue growth p.a.Set Fair ValueView11users have viewed this narrative0users have liked this narrative0users have commented on this narrative2users have followed this narrative5 months ago author updated this narrativeView all narrativesBorr Drilling Limited 競合他社Odfjell DrillingSymbol: OB:ODLMarket cap: NOK 21.5bParatus Energy ServicesSymbol: OB:PLSVMarket cap: NOK 8.3bVentura Offshore HoldingSymbol: OB:VTURAMarket cap: NOK 3.5bOdfjell TechnologySymbol: OB:OTLMarket cap: NOK 2.5b価格と性能株価の高値、安値、推移の概要Borr Drilling過去の株価現在の株価US$51.2452週高値US$64.6052週安値US$39.10ベータ1.041ヶ月の変化-1.65%3ヶ月変化-10.33%1年変化n/a3年間の変化-36.82%5年間の変化238.89%IPOからの変化-83.47%最新ニュースお知らせ • Apr 13Borr Drilling Limited Provides Operational Updates on FleetBorr Drilling Limited provided operational updates on its fleet, including developments related to the ongoing situation in the Middle East, and announced a new contract commitment. With reference to the Company's update on March 9, 2026 about its four rigs deployed in the Middle East, the Arabia III resumed operations offshore Saudi Arabia in late March 2026. Additionally, the Company has received resumptions notices for the Groa in Qatar and the Arabia II in the UAE and expects these rigs to recommence operations during April 2026. The Company's fourth rig in the region, the Forseti, which is operated by a third party under a bareboat charter, is also undergoing preparations to resume operations in Qatar. In the Gulf of America, the Odin, which originally was to start operating earlier in the year, experienced delays due to additional maintenance work required in advance of commencing its contract with Cantium. The rig is now expected to commence operations in April 2026. In Southeast Asia, the Skald has received a binding letter of award from an undisclosed operator. The campaign is expected to commence in the second quarter of 2026 and has an estimated duration of six months. Reflecting these updates and other developments across the fleet since the Company's preceding earnings report on February 18, 2026, its contract coverage for full-year 2026 is 70% at an average dayrate of approximately $134,000, while the coverage for the first and second half of 2026 stands at 78% and 62%, respectively.お知らせ • Mar 10Borr Drilling Provides Operational Update on Arabian Gulf OperationsBorr Drilling Limited provided an operational update following recent hostilities in the Arabian Gulf, where the Company has four jack-up rigs deployed: one in Saudi Arabia; one in the UAE; and two in Qatar. In accordance with the customers' general precautionary measures, the three rigs deployed in Qatar and the UAE have been down manned as of last week. On March 7, 2026, the Arabia III was impacted by an incident that occurred on a customer-operated platform. The rig was subsequently safely shut down, and all personnel were successfully evacuated. All Borr Drilling's employees and crew in the region are accounted for and safe.お知らせ • Nov 20Borr Drilling Limited Announces Temporary Suspension of Operation for its Rig Arabia II, Operating in Saudi ArabiaBorr Drilling Limited received a notice of temporary suspension of operation for its rig Arabia II, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months. The commencement date of the suspension is still to be confirmed by the customer.お知らせ • Nov 08Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2024, Payable on or About 16 December 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.02 per share for the third quarter of 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK with fixing date on 19 December 2024. Date of approval is 6 November 2024. Last day including right OSE is 27 November 2024. Last day including right NYSE is 27 November 2024. Ex-date OSE is 28 November 2024. Ex-date NYSE is 29 November 2024. Record date is 29 November 2024. Payment date is on or about 16 December 2024. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 19 2024.お知らせ • Nov 02Borr Drilling Announces Voluntary Delisting from Oslo Stock Exchange as of 31 December 2024Borr Drilling Limited (the ‘Company’) announced that Euronext Oslo Stock Exchange (‘OSE’) has approved the Company's application for delisting, following an affirmative shareholder vote at the Company's Special General Meeting in October 2024. The Company's shares will be delisted from OSE as of 31 December 2024. The last day of trading will be 30 December 2024, and the Company will subsequently maintain a single listing on the New York Stock Exchange (‘NYSE’). Shareholders holding shares that are traded at the OSE, held through the Norwegian central securities depository held with Euronext Securities Oslo (commonly known as the ‘VPS’) may divest their shares through open market transactions, or work with their bank or broker to migrate their shares to the Depository Trust Company (DTC) in the US for trading on the NYSE. The Company intends to maintain its share registration with the VPS for a period of at least 12 months from the effective date of the delisting, allowing shareholders who want to maintain registration of their shares in Euronext Securities Oslo (VPS) to continue trading their shares via a Norwegian broker (outside of the Oslo Stock Exchange) with other investors with shares registered with Euronext Securities Oslo, or migrate their shares to the DTC within such 12-month period.お知らせ • Oct 02Borr Drilling Approves Delisting of Common Shares from the Oslo Stock ExchangeBorr Drilling Limited announced that a special general meeting of the company was held on October 1, 2024, the following resolution was passed: To approve the delisting of the Company's common shares from the Oslo Stock Exchange and to authorise the Board of Directors to take steps to implement the delisting including filing an application to the Oslo Stock Exchange on behalf of the Company.最新情報をもっと見るRecent updatesお知らせ • Apr 13Borr Drilling Limited Provides Operational Updates on FleetBorr Drilling Limited provided operational updates on its fleet, including developments related to the ongoing situation in the Middle East, and announced a new contract commitment. With reference to the Company's update on March 9, 2026 about its four rigs deployed in the Middle East, the Arabia III resumed operations offshore Saudi Arabia in late March 2026. Additionally, the Company has received resumptions notices for the Groa in Qatar and the Arabia II in the UAE and expects these rigs to recommence operations during April 2026. The Company's fourth rig in the region, the Forseti, which is operated by a third party under a bareboat charter, is also undergoing preparations to resume operations in Qatar. In the Gulf of America, the Odin, which originally was to start operating earlier in the year, experienced delays due to additional maintenance work required in advance of commencing its contract with Cantium. The rig is now expected to commence operations in April 2026. In Southeast Asia, the Skald has received a binding letter of award from an undisclosed operator. The campaign is expected to commence in the second quarter of 2026 and has an estimated duration of six months. Reflecting these updates and other developments across the fleet since the Company's preceding earnings report on February 18, 2026, its contract coverage for full-year 2026 is 70% at an average dayrate of approximately $134,000, while the coverage for the first and second half of 2026 stands at 78% and 62%, respectively.お知らせ • Mar 10Borr Drilling Provides Operational Update on Arabian Gulf OperationsBorr Drilling Limited provided an operational update following recent hostilities in the Arabian Gulf, where the Company has four jack-up rigs deployed: one in Saudi Arabia; one in the UAE; and two in Qatar. In accordance with the customers' general precautionary measures, the three rigs deployed in Qatar and the UAE have been down manned as of last week. On March 7, 2026, the Arabia III was impacted by an incident that occurred on a customer-operated platform. The rig was subsequently safely shut down, and all personnel were successfully evacuated. All Borr Drilling's employees and crew in the region are accounted for and safe.お知らせ • Nov 20Borr Drilling Limited Announces Temporary Suspension of Operation for its Rig Arabia II, Operating in Saudi ArabiaBorr Drilling Limited received a notice of temporary suspension of operation for its rig Arabia II, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months. The commencement date of the suspension is still to be confirmed by the customer.お知らせ • Nov 08Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2024, Payable on or About 16 December 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.02 per share for the third quarter of 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK with fixing date on 19 December 2024. Date of approval is 6 November 2024. Last day including right OSE is 27 November 2024. Last day including right NYSE is 27 November 2024. Ex-date OSE is 28 November 2024. Ex-date NYSE is 29 November 2024. Record date is 29 November 2024. Payment date is on or about 16 December 2024. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 19 2024.お知らせ • Nov 02Borr Drilling Announces Voluntary Delisting from Oslo Stock Exchange as of 31 December 2024Borr Drilling Limited (the ‘Company’) announced that Euronext Oslo Stock Exchange (‘OSE’) has approved the Company's application for delisting, following an affirmative shareholder vote at the Company's Special General Meeting in October 2024. The Company's shares will be delisted from OSE as of 31 December 2024. The last day of trading will be 30 December 2024, and the Company will subsequently maintain a single listing on the New York Stock Exchange (‘NYSE’). Shareholders holding shares that are traded at the OSE, held through the Norwegian central securities depository held with Euronext Securities Oslo (commonly known as the ‘VPS’) may divest their shares through open market transactions, or work with their bank or broker to migrate their shares to the Depository Trust Company (DTC) in the US for trading on the NYSE. The Company intends to maintain its share registration with the VPS for a period of at least 12 months from the effective date of the delisting, allowing shareholders who want to maintain registration of their shares in Euronext Securities Oslo (VPS) to continue trading their shares via a Norwegian broker (outside of the Oslo Stock Exchange) with other investors with shares registered with Euronext Securities Oslo, or migrate their shares to the DTC within such 12-month period.お知らせ • Oct 02Borr Drilling Approves Delisting of Common Shares from the Oslo Stock ExchangeBorr Drilling Limited announced that a special general meeting of the company was held on October 1, 2024, the following resolution was passed: To approve the delisting of the Company's common shares from the Oslo Stock Exchange and to authorise the Board of Directors to take steps to implement the delisting including filing an application to the Oslo Stock Exchange on behalf of the Company.お知らせ • Oct 01Borr Drilling Limited to Report Q3, 2024 Results on Nov 06, 2024Borr Drilling Limited announced that they will report Q3, 2024 results After-Market on Nov 06, 2024分析記事 • Sep 27Borr Drilling Limited's (OB:BORR) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 1.1x in the Energy Services industry in Norway, you could be...分析記事 • Aug 19Borr Drilling Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe second-quarter results for Borr Drilling Limited ( OB:BORR ) were released last week, making it a good time to...お知らせ • Aug 15Borr Drilling Limited Approves Cash Distribution for the Second Quarter of 2024, Payable on or About 6 September 2024Borr Drilling Limited announced that the company’s board of directors has approved a cash distribution of paid-in capital of USD 0.10 per share for the second quarter of 2024. Ex-date OSE is 21 August 2024. Ex-date NYSE is 22 August 2024. Record date is 22 August 2024. Payment date is on or about 6 September 2024.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$0.13 (vs US$0.003 in 2Q 2023)Second quarter 2024 results: EPS: US$0.13 (up from US$0.003 in 2Q 2023). Revenue: US$271.9m (up 45% from 2Q 2023). Net income: US$31.7m (up US$30.9m from 2Q 2023). Profit margin: 12% (up from 0.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Aug 13Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$976.8m to US$1.00b. EPS estimate fell from US$0.638 to US$0.532 per share. Net income forecast to grow 255% next year vs 20% growth forecast for Energy Services industry in Norway. Consensus price target of kr84.21 unchanged from last update. Share price rose 7.9% to kr67.80 over the past week.お知らせ • Aug 12Borr Drilling Limited Provides Unaudited Earnings Guidance for the Three Months Ended June 30, 2024Borr Drilling Limited provided unaudited earnings guidance for the three months ended June 30, 2024. The company expected for the three months ended June 30, 2024: total operating revenues of approximately $272 million, an increase of $38 million or 16% compared to the first quarter of 2024 and operating income of approximately $104 million, an increase of $19 million or 23% compared to the first quarter of 2024.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr61.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Energy Services industry in Norway. Total returns to shareholders of 438% over the past three years.お知らせ • Aug 02Borr Drilling Limited to Report Q2, 2024 Results on Aug 14, 2024Borr Drilling Limited announced that they will report Q2, 2024 results at 4:25 PM, Central European Standard Time on Aug 14, 2024分析記事 • Jul 14The Return Trends At Borr Drilling (OB:BORR) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Board Change • Jul 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jeff Currie was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 03+ 3 more updatesBorr Drilling Limited(NYSE:BORR) dropped from Russell 2500 Growth IndexBorr Drilling Limited(NYSE:BORR) dropped from Russell 2500 Growth Indexお知らせ • May 24Borr Drilling Limited Approves Cash Dividend for the First Quarter of 2024, Payable on or About 17 June, 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.10 per share for the first quarter of 2024. Date of approval: 22 May, 2024. Record date OSE/NYSE: 3 June, 2024. Payment date: On or about 17 June, 2024. Ex-date OSE: 31 May, 2024. Ex-date NYSE: 3 June, 2024.お知らせ • Apr 05Borr Drilling Limited Receives A Notice of Temporary Suspension of Operation for Its RigBorr Drilling Limited has received a notice of temporary suspension of operation for its rig “Arabia I”, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months, and is expected to commence in the second quarter. The Company intends to seek alternative engagement for the rig while on suspension.Reported Earnings • Mar 29Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: US$0.09 (up from US$1.64 loss in FY 2022). Revenue: US$771.6m (up 74% from FY 2022). Net income: US$22.1m (up US$314.9m from FY 2022). Profit margin: 2.9% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 64% per year whereas the company’s share price has increased by 59% per year.お知らせ • Mar 27Borr Drilling Limited to Report Fiscal Year 2023 Final Results on Mar 27, 2024Borr Drilling Limited announced that they will report fiscal year 2023 final results on Mar 27, 2024お知らせ • Mar 21Borr Drilling Limited(OB:BORR) dropped from Oslo OBX Total Return IndexBorr Drilling Limited removed ffrom Oslo OBX Total Return Index.分析記事 • Mar 18Borr Drilling (OB:BORR) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Feb 26Borr Drilling Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders might have noticed that Borr Drilling Limited ( OB:BORR ) filed its annual result this time last week. The...Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$0.09 (vs US$1.64 loss in FY 2022)Full year 2023 results: EPS: US$0.09 (up from US$1.64 loss in FY 2022). Revenue: US$771.6m (up 74% from FY 2022). Net income: US$22.1m (up US$314.9m from FY 2022). Profit margin: 2.9% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 22Borr Drilling Limited Approves Cash Dividend for the Fourth Quarter of 2023, Payable on or About 18 March, 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.05 per share for the fourth quarter of 2023. Ex-date is 1 March, 2024. Record date is 4 March, 2024. Payment date is on or about 18 March, 2024.Breakeven Date Change • Feb 16Forecast breakeven date pushed back to 2024The 6 analysts covering Borr Drilling previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$198.1m in 2024. Average annual earnings growth of 77% is required to achieve expected profit on schedule.お知らせ • Dec 22Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2023Borr Drilling Limited has approved a cash distribution of paid-in capital of USD 0.05 per share for the third quarter of 2023. Date of approval: 22 December, 2023, Ex-date: 2 January, 2024, Record date: 3 January, 2024 and Payment date: On or about 22 January, 2024.Breakeven Date Change • Dec 12Forecast breakeven date moved forward to 2023The 6 analysts covering Borr Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$1.31m in 2023. Earnings growth of 77% is required to achieve expected profit on schedule.お知らせ • Dec 09Borr Drilling Limited (OB:BORR) announces an Equity Buyback for $100 million worth of its shares.Borr Drilling Limited (OB:BORR) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its own shares. The program does not have a fixed expiration date.お知らせ • Dec 02+ 2 more updatesBorr Drilling Limited to Report Q1, 2024 Results on May 31, 2024Borr Drilling Limited announced that they will report Q1, 2024 results on May 31, 2024Breakeven Date Change • Dec 01Forecast breakeven date pushed back to 2024The 6 analysts covering Borr Drilling previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 97% to 2023. The company is expected to make a profit of US$212.6m in 2024. Average annual earnings growth of 75% is required to achieve expected profit on schedule.お知らせ • Nov 19Borr Drilling Limited Proposes Quarterly DividendBorr Drilling Limited announced that the Board intends to implement a regular quarterly dividend starting at $0.05 per share, which is subject to required approvals in a special general meeting to be held December 22, 2023.Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: US$0.001 (vs US$0.30 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.001 (up from US$0.30 loss in 3Q 2022). Revenue: US$191.5m (up 78% from 3Q 2022). Net income: US$300.0k (up US$55.2m from 3Q 2022). Profit margin: 0.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 26Borr Drilling Limited announced that it has received $49.99979 million in fundingOn October 24, 2023, Borr Drilling Limited closed the transaction. The company has raised NOK 556,690,000 in gross proceeds in the private placement equivalent to $50,000,000 of 7,522,838 new shares, each at a subscription price of NOK 74, equivalent to $6.6464 per offer share. The private placement was significantly oversubscribed.お知らせ • Oct 17Borr Drilling Limited Announces Board AppointmentsBorr Drilling Limited announced that Mr. Jeffery Currie and Mr. Patrick Schorn have been appointed as directors of the company by the board with effect from 16 October 2023. Jeffrey Currie recently retired from Goldman Sachs after a decorated 27-year career. For the last 15 years, he was a Partner and the Global Head of Commodities Research where he was responsible for conducting research on commodity market dynamics in the context of corporate risk management programs, short and long-term commodity investment strategies, and asset allocation. He also held roles as the European Co-Head of Economics, Commodities and Strategy Research between 2010 and 2012. Since his retirement, Jeff has joined the board of Abaxx Technologies and The University of Chicago's Energy Policy Institute where he serves as the Chairman of the Advisory Board. Prior to joining Goldman Sachs, Mr. Currie taught undergraduate and graduate level courses in microeconomics and econometrics at The University of Chicago and served as the associate editor of Resource and Energy Economics. Jeff also worked as a consulting economist, specializing in energy and other microeconomic issues, and has advised many government agencies. Jeff earned a PhD in Economics from The University of Chicago in 1996. In addition, the board has appointed the company's CEO Mr. Patrick Schorn as a new Director. Mr. Schorn became CEO of Borr Drilling in September 2020, after serving as a Director of the Board since January 2018. Following these appointments, the board of directors consists of seven members.分析記事 • Sep 10There's Been No Shortage Of Growth Recently For Borr Drilling's (OB:BORR) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: US$0.003 (vs US$1.09 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.003 (up from US$1.09 loss in 2Q 2022). Revenue: US$187.5m (up 78% from 2Q 2022). Net income: US$800.0k (up US$166.1m from 2Q 2022). Profit margin: 0.4% (up from net loss in 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 14Borr Drilling Limited's (OB:BORR) P/S Is On The MarkWhen you see that almost half of the companies in the Energy Services industry in Norway have price-to-sales ratios (or...分析記事 • Jun 07Returns Are Gaining Momentum At Borr Drilling (OB:BORR)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Reported Earnings • May 24First quarter 2023 earnings released: US$0.032 loss per share (vs US$0.35 loss in 1Q 2022)First quarter 2023 results: US$0.032 loss per share (improved from US$0.35 loss in 1Q 2022). Revenue: US$172.0m (up 110% from 1Q 2022). Net loss: US$7.40m (loss narrowed 86% from 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 83% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 13These 4 Measures Indicate That Borr Drilling (OB:BORR) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Neil Glass was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Neil Glass was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$1.64 loss per share (further deteriorated from US$1.43 loss in FY 2021). Revenue: US$443.8m (up 81% from FY 2021). Net loss: US$292.8m (loss widened 52% from FY 2021). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 86% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 17Full year 2022 earnings released: US$1.64 loss per share (vs US$1.43 loss in FY 2021)Full year 2022 results: US$1.64 loss per share (further deteriorated from US$1.43 loss in FY 2021). Revenue: US$443.8m (up 81% from FY 2021). Net loss: US$292.8m (loss widened 52% from FY 2021). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 01Is Borr Drilling Limited (OB:BORR) Trading At A 31% Discount?Key Insights Borr Drilling's estimated fair value is US$86.5 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Jan 25Borr Drilling Limited Revises Its Earnings Guidance for the Fourth Quarter and Full Year 2022Borr Drilling Limited revised its earnings guidance for the full year 2022. For the year, the company expects to record revenues of $435 million to $450 million (previous guidance was revenue between $375 million to $400 million). This implies estimated Quarter 4 2022 Revenues between $140 million to $155 million.分析記事 • Jan 13Is Borr Drilling (OB:BORR) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Dec 29+ 5 more updatesBorr Drilling Limited to Report Q1, 2023 Results on May 31, 2023Borr Drilling Limited announced that they will report Q1, 2023 results on May 31, 2023Recent Insider Transactions • Dec 07Founder & Chairman of the Board recently bought kr5.1m worth of stockOn the 30th of November, Tor Troim bought around 112k shares on-market at roughly kr45.51 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tor has been a buyer over the last 12 months, purchasing a net total of kr5.4m worth in shares.Reported Earnings • Nov 18Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.36 loss per share (further deteriorated from US$0.24 loss in 3Q 2021). Revenue: US$107.9m (up 48% from 3Q 2021). Net loss: US$54.9m (loss widened 68% from 3Q 2021). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 84%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in Norway. 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 27% per year, which means it is significantly lagging earnings.Major Estimate Revision • Oct 24Consensus estimates of losses per share improve by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$422.4m to US$432.3m. EPS estimate increased from -US$1.39 per share to -US$1.05 per share. Energy Services industry in Norway expected to see average net income growth of 18% next year. Consensus price target up from kr39.89 to kr46.65. Share price rose 12% to kr42.78 over the past week.Recent Insider Transactions • Oct 15Independent Director recently bought kr667k worth of stockOn the 14th of October, Alexandra Blankenship bought around 15k shares on-market at roughly kr43.13 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.5m more in shares than they have sold in the last 12 months.Major Estimate Revision • Aug 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from US$387.1m to US$404.1m. Forecast EPS reduced from -US$0.87 to -US$1.40 per share. Energy Services industry in Norway expected to see average net income growth of 42% next year. Consensus price target up from kr19.44 to kr42.66. Share price fell 3.4% to kr37.27 over the past week.Breakeven Date Change • Aug 16Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$37.4m in 2023. Average annual earnings growth of 84% is required to achieve expected profit on schedule.Reported Earnings • Aug 10Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: US$1.09 loss per share (down from US$0.44 loss in 2Q 2021). Revenue: US$105.3m (up 92% from 2Q 2021). Net loss: US$165.3m (loss widened 176% from 2Q 2021). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 319%. Over the next year, revenue is forecast to grow 48%, compared to a 12% growth forecast for the industry in Norway. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jul 11Consensus estimates of losses per share improve by 10%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$381.0m to US$387.1m. EPS estimate increased from -US$0.97 per share to -US$0.87 per share. Energy Services industry in Norway expected to see average net income growth of 86% next year. Consensus price target of kr19.66 unchanged from last update. Share price fell 9.3% to kr36.74 over the past week.Breakeven Date Change • Jun 22Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 0.1% to 2022. The company is expected to make a profit of US$1.90m in 2023. Average annual earnings growth of 104% is required to achieve expected profit on schedule.株主還元BORRNO Energy ServicesNO 市場7D-10.8%-5.6%0.8%1Yn/a18.5%21.9%株主還元を見る業界別リターン: BORRがNorwegian Energy Services業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: BORR Norwegian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is BORR's price volatile compared to industry and market?BORR volatilityBORR Average Weekly Movement8.2%Energy Services Industry Average Movement5.3%Market Average Movement5.5%10% most volatile stocks in NO Market12.3%10% least volatile stocks in NO Market3.3%安定した株価: BORRの株価は、 Norwegian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のBORRのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト20162,030Bruno Morandborrdrilling.comボア・ドリリング社は、世界中の石油・ガス産業向けに、海上浅海掘削コントラクターとして事業を展開している。同社は、浅海域での操業のためのジャッキアップ式掘削リグを所有、契約、運営しており、探鉱・生産のための石油・ガス掘削やワークオーバー作業を行うための関連機器や作業員の提供も行っている。総合石油会社、国営石油会社、独立系石油・ガス会社などの石油・ガス探査・生産会社にサービスを提供している。旧社名はMagni Drilling Limitedで、2016年12月にBorr Drilling Limitedに社名変更した。Borr Drilling Limitedは2016年に法人化され、バミューダのハミルトンを拠点としている。もっと見るBorr Drilling Limited 基礎のまとめBorr Drilling の収益と売上を時価総額と比較するとどうか。BORR 基礎統計学時価総額NOK 16.09b収益（TTM）NOK 305.02m売上高(TTM)NOK 9.75b51.6xPER（株価収益率1.6xP/SレシオBORR は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BORR 損益計算書（TTM）収益US$1.05b売上原価US$520.80m売上総利益US$530.40mその他の費用US$497.50m収益US$32.90m直近の収益報告Mar 31, 2026次回決算日Aug 12, 2026一株当たり利益（EPS）0.11グロス・マージン50.46%純利益率3.13%有利子負債／自己資本比率192.5%BORR の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/22 04:54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Borr Drilling Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関null nullABG Sundal CollierGregory LewisBTIGScott GruberCitigroup Inc8 その他のアナリストを表示
お知らせ • Apr 13Borr Drilling Limited Provides Operational Updates on FleetBorr Drilling Limited provided operational updates on its fleet, including developments related to the ongoing situation in the Middle East, and announced a new contract commitment. With reference to the Company's update on March 9, 2026 about its four rigs deployed in the Middle East, the Arabia III resumed operations offshore Saudi Arabia in late March 2026. Additionally, the Company has received resumptions notices for the Groa in Qatar and the Arabia II in the UAE and expects these rigs to recommence operations during April 2026. The Company's fourth rig in the region, the Forseti, which is operated by a third party under a bareboat charter, is also undergoing preparations to resume operations in Qatar. In the Gulf of America, the Odin, which originally was to start operating earlier in the year, experienced delays due to additional maintenance work required in advance of commencing its contract with Cantium. The rig is now expected to commence operations in April 2026. In Southeast Asia, the Skald has received a binding letter of award from an undisclosed operator. The campaign is expected to commence in the second quarter of 2026 and has an estimated duration of six months. Reflecting these updates and other developments across the fleet since the Company's preceding earnings report on February 18, 2026, its contract coverage for full-year 2026 is 70% at an average dayrate of approximately $134,000, while the coverage for the first and second half of 2026 stands at 78% and 62%, respectively.
お知らせ • Mar 10Borr Drilling Provides Operational Update on Arabian Gulf OperationsBorr Drilling Limited provided an operational update following recent hostilities in the Arabian Gulf, where the Company has four jack-up rigs deployed: one in Saudi Arabia; one in the UAE; and two in Qatar. In accordance with the customers' general precautionary measures, the three rigs deployed in Qatar and the UAE have been down manned as of last week. On March 7, 2026, the Arabia III was impacted by an incident that occurred on a customer-operated platform. The rig was subsequently safely shut down, and all personnel were successfully evacuated. All Borr Drilling's employees and crew in the region are accounted for and safe.
お知らせ • Nov 20Borr Drilling Limited Announces Temporary Suspension of Operation for its Rig Arabia II, Operating in Saudi ArabiaBorr Drilling Limited received a notice of temporary suspension of operation for its rig Arabia II, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months. The commencement date of the suspension is still to be confirmed by the customer.
お知らせ • Nov 08Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2024, Payable on or About 16 December 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.02 per share for the third quarter of 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK with fixing date on 19 December 2024. Date of approval is 6 November 2024. Last day including right OSE is 27 November 2024. Last day including right NYSE is 27 November 2024. Ex-date OSE is 28 November 2024. Ex-date NYSE is 29 November 2024. Record date is 29 November 2024. Payment date is on or about 16 December 2024. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 19 2024.
お知らせ • Nov 02Borr Drilling Announces Voluntary Delisting from Oslo Stock Exchange as of 31 December 2024Borr Drilling Limited (the ‘Company’) announced that Euronext Oslo Stock Exchange (‘OSE’) has approved the Company's application for delisting, following an affirmative shareholder vote at the Company's Special General Meeting in October 2024. The Company's shares will be delisted from OSE as of 31 December 2024. The last day of trading will be 30 December 2024, and the Company will subsequently maintain a single listing on the New York Stock Exchange (‘NYSE’). Shareholders holding shares that are traded at the OSE, held through the Norwegian central securities depository held with Euronext Securities Oslo (commonly known as the ‘VPS’) may divest their shares through open market transactions, or work with their bank or broker to migrate their shares to the Depository Trust Company (DTC) in the US for trading on the NYSE. The Company intends to maintain its share registration with the VPS for a period of at least 12 months from the effective date of the delisting, allowing shareholders who want to maintain registration of their shares in Euronext Securities Oslo (VPS) to continue trading their shares via a Norwegian broker (outside of the Oslo Stock Exchange) with other investors with shares registered with Euronext Securities Oslo, or migrate their shares to the DTC within such 12-month period.
お知らせ • Oct 02Borr Drilling Approves Delisting of Common Shares from the Oslo Stock ExchangeBorr Drilling Limited announced that a special general meeting of the company was held on October 1, 2024, the following resolution was passed: To approve the delisting of the Company's common shares from the Oslo Stock Exchange and to authorise the Board of Directors to take steps to implement the delisting including filing an application to the Oslo Stock Exchange on behalf of the Company.
お知らせ • Apr 13Borr Drilling Limited Provides Operational Updates on FleetBorr Drilling Limited provided operational updates on its fleet, including developments related to the ongoing situation in the Middle East, and announced a new contract commitment. With reference to the Company's update on March 9, 2026 about its four rigs deployed in the Middle East, the Arabia III resumed operations offshore Saudi Arabia in late March 2026. Additionally, the Company has received resumptions notices for the Groa in Qatar and the Arabia II in the UAE and expects these rigs to recommence operations during April 2026. The Company's fourth rig in the region, the Forseti, which is operated by a third party under a bareboat charter, is also undergoing preparations to resume operations in Qatar. In the Gulf of America, the Odin, which originally was to start operating earlier in the year, experienced delays due to additional maintenance work required in advance of commencing its contract with Cantium. The rig is now expected to commence operations in April 2026. In Southeast Asia, the Skald has received a binding letter of award from an undisclosed operator. The campaign is expected to commence in the second quarter of 2026 and has an estimated duration of six months. Reflecting these updates and other developments across the fleet since the Company's preceding earnings report on February 18, 2026, its contract coverage for full-year 2026 is 70% at an average dayrate of approximately $134,000, while the coverage for the first and second half of 2026 stands at 78% and 62%, respectively.
お知らせ • Mar 10Borr Drilling Provides Operational Update on Arabian Gulf OperationsBorr Drilling Limited provided an operational update following recent hostilities in the Arabian Gulf, where the Company has four jack-up rigs deployed: one in Saudi Arabia; one in the UAE; and two in Qatar. In accordance with the customers' general precautionary measures, the three rigs deployed in Qatar and the UAE have been down manned as of last week. On March 7, 2026, the Arabia III was impacted by an incident that occurred on a customer-operated platform. The rig was subsequently safely shut down, and all personnel were successfully evacuated. All Borr Drilling's employees and crew in the region are accounted for and safe.
お知らせ • Nov 20Borr Drilling Limited Announces Temporary Suspension of Operation for its Rig Arabia II, Operating in Saudi ArabiaBorr Drilling Limited received a notice of temporary suspension of operation for its rig Arabia II, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months. The commencement date of the suspension is still to be confirmed by the customer.
お知らせ • Nov 08Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2024, Payable on or About 16 December 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.02 per share for the third quarter of 2024. Dividends payable to shares registered with Euronext VPS will be distributed in NOK with fixing date on 19 December 2024. Date of approval is 6 November 2024. Last day including right OSE is 27 November 2024. Last day including right NYSE is 27 November 2024. Ex-date OSE is 28 November 2024. Ex-date NYSE is 29 November 2024. Record date is 29 November 2024. Payment date is on or about 16 December 2024. Due to the implementation of CSDR in Norway, distributions payable on shares registered with Euronext VPS is expected to be distributed to Euronext VPS shareholders on or about December 19 2024.
お知らせ • Nov 02Borr Drilling Announces Voluntary Delisting from Oslo Stock Exchange as of 31 December 2024Borr Drilling Limited (the ‘Company’) announced that Euronext Oslo Stock Exchange (‘OSE’) has approved the Company's application for delisting, following an affirmative shareholder vote at the Company's Special General Meeting in October 2024. The Company's shares will be delisted from OSE as of 31 December 2024. The last day of trading will be 30 December 2024, and the Company will subsequently maintain a single listing on the New York Stock Exchange (‘NYSE’). Shareholders holding shares that are traded at the OSE, held through the Norwegian central securities depository held with Euronext Securities Oslo (commonly known as the ‘VPS’) may divest their shares through open market transactions, or work with their bank or broker to migrate their shares to the Depository Trust Company (DTC) in the US for trading on the NYSE. The Company intends to maintain its share registration with the VPS for a period of at least 12 months from the effective date of the delisting, allowing shareholders who want to maintain registration of their shares in Euronext Securities Oslo (VPS) to continue trading their shares via a Norwegian broker (outside of the Oslo Stock Exchange) with other investors with shares registered with Euronext Securities Oslo, or migrate their shares to the DTC within such 12-month period.
お知らせ • Oct 02Borr Drilling Approves Delisting of Common Shares from the Oslo Stock ExchangeBorr Drilling Limited announced that a special general meeting of the company was held on October 1, 2024, the following resolution was passed: To approve the delisting of the Company's common shares from the Oslo Stock Exchange and to authorise the Board of Directors to take steps to implement the delisting including filing an application to the Oslo Stock Exchange on behalf of the Company.
お知らせ • Oct 01Borr Drilling Limited to Report Q3, 2024 Results on Nov 06, 2024Borr Drilling Limited announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
分析記事 • Sep 27Borr Drilling Limited's (OB:BORR) Shares May Have Run Too Fast Too SoonWith a median price-to-sales (or "P/S") ratio of close to 1.1x in the Energy Services industry in Norway, you could be...
分析記事 • Aug 19Borr Drilling Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe second-quarter results for Borr Drilling Limited ( OB:BORR ) were released last week, making it a good time to...
お知らせ • Aug 15Borr Drilling Limited Approves Cash Distribution for the Second Quarter of 2024, Payable on or About 6 September 2024Borr Drilling Limited announced that the company’s board of directors has approved a cash distribution of paid-in capital of USD 0.10 per share for the second quarter of 2024. Ex-date OSE is 21 August 2024. Ex-date NYSE is 22 August 2024. Record date is 22 August 2024. Payment date is on or about 6 September 2024.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$0.13 (vs US$0.003 in 2Q 2023)Second quarter 2024 results: EPS: US$0.13 (up from US$0.003 in 2Q 2023). Revenue: US$271.9m (up 45% from 2Q 2023). Net income: US$31.7m (up US$30.9m from 2Q 2023). Profit margin: 12% (up from 0.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Aug 13Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$976.8m to US$1.00b. EPS estimate fell from US$0.638 to US$0.532 per share. Net income forecast to grow 255% next year vs 20% growth forecast for Energy Services industry in Norway. Consensus price target of kr84.21 unchanged from last update. Share price rose 7.9% to kr67.80 over the past week.
お知らせ • Aug 12Borr Drilling Limited Provides Unaudited Earnings Guidance for the Three Months Ended June 30, 2024Borr Drilling Limited provided unaudited earnings guidance for the three months ended June 30, 2024. The company expected for the three months ended June 30, 2024: total operating revenues of approximately $272 million, an increase of $38 million or 16% compared to the first quarter of 2024 and operating income of approximately $104 million, an increase of $19 million or 23% compared to the first quarter of 2024.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr61.80, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Energy Services industry in Norway. Total returns to shareholders of 438% over the past three years.
お知らせ • Aug 02Borr Drilling Limited to Report Q2, 2024 Results on Aug 14, 2024Borr Drilling Limited announced that they will report Q2, 2024 results at 4:25 PM, Central European Standard Time on Aug 14, 2024
分析記事 • Jul 14The Return Trends At Borr Drilling (OB:BORR) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Board Change • Jul 05Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Jeff Currie was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 03+ 3 more updatesBorr Drilling Limited(NYSE:BORR) dropped from Russell 2500 Growth IndexBorr Drilling Limited(NYSE:BORR) dropped from Russell 2500 Growth Index
お知らせ • May 24Borr Drilling Limited Approves Cash Dividend for the First Quarter of 2024, Payable on or About 17 June, 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.10 per share for the first quarter of 2024. Date of approval: 22 May, 2024. Record date OSE/NYSE: 3 June, 2024. Payment date: On or about 17 June, 2024. Ex-date OSE: 31 May, 2024. Ex-date NYSE: 3 June, 2024.
お知らせ • Apr 05Borr Drilling Limited Receives A Notice of Temporary Suspension of Operation for Its RigBorr Drilling Limited has received a notice of temporary suspension of operation for its rig “Arabia I”, operating in Saudi Arabia. The temporary suspension will be for a period of up to 12 months, and is expected to commence in the second quarter. The Company intends to seek alternative engagement for the rig while on suspension.
Reported Earnings • Mar 29Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: US$0.09 (up from US$1.64 loss in FY 2022). Revenue: US$771.6m (up 74% from FY 2022). Net income: US$22.1m (up US$314.9m from FY 2022). Profit margin: 2.9% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 64% per year whereas the company’s share price has increased by 59% per year.
お知らせ • Mar 27Borr Drilling Limited to Report Fiscal Year 2023 Final Results on Mar 27, 2024Borr Drilling Limited announced that they will report fiscal year 2023 final results on Mar 27, 2024
お知らせ • Mar 21Borr Drilling Limited(OB:BORR) dropped from Oslo OBX Total Return IndexBorr Drilling Limited removed ffrom Oslo OBX Total Return Index.
分析記事 • Mar 18Borr Drilling (OB:BORR) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • Feb 26Borr Drilling Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders might have noticed that Borr Drilling Limited ( OB:BORR ) filed its annual result this time last week. The...
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$0.09 (vs US$1.64 loss in FY 2022)Full year 2023 results: EPS: US$0.09 (up from US$1.64 loss in FY 2022). Revenue: US$771.6m (up 74% from FY 2022). Net income: US$22.1m (up US$314.9m from FY 2022). Profit margin: 2.9% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 22Borr Drilling Limited Approves Cash Dividend for the Fourth Quarter of 2023, Payable on or About 18 March, 2024Borr Drilling Limited announced that the Company's Board of Directors has approved a cash distribution of paid-in capital of USD 0.05 per share for the fourth quarter of 2023. Ex-date is 1 March, 2024. Record date is 4 March, 2024. Payment date is on or about 18 March, 2024.
Breakeven Date Change • Feb 16Forecast breakeven date pushed back to 2024The 6 analysts covering Borr Drilling previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$198.1m in 2024. Average annual earnings growth of 77% is required to achieve expected profit on schedule.
お知らせ • Dec 22Borr Drilling Limited Approves Cash Distribution for the Third Quarter of 2023Borr Drilling Limited has approved a cash distribution of paid-in capital of USD 0.05 per share for the third quarter of 2023. Date of approval: 22 December, 2023, Ex-date: 2 January, 2024, Record date: 3 January, 2024 and Payment date: On or about 22 January, 2024.
Breakeven Date Change • Dec 12Forecast breakeven date moved forward to 2023The 6 analysts covering Borr Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$1.31m in 2023. Earnings growth of 77% is required to achieve expected profit on schedule.
お知らせ • Dec 09Borr Drilling Limited (OB:BORR) announces an Equity Buyback for $100 million worth of its shares.Borr Drilling Limited (OB:BORR) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its own shares. The program does not have a fixed expiration date.
お知らせ • Dec 02+ 2 more updatesBorr Drilling Limited to Report Q1, 2024 Results on May 31, 2024Borr Drilling Limited announced that they will report Q1, 2024 results on May 31, 2024
Breakeven Date Change • Dec 01Forecast breakeven date pushed back to 2024The 6 analysts covering Borr Drilling previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 97% to 2023. The company is expected to make a profit of US$212.6m in 2024. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
お知らせ • Nov 19Borr Drilling Limited Proposes Quarterly DividendBorr Drilling Limited announced that the Board intends to implement a regular quarterly dividend starting at $0.05 per share, which is subject to required approvals in a special general meeting to be held December 22, 2023.
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: US$0.001 (vs US$0.30 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.001 (up from US$0.30 loss in 3Q 2022). Revenue: US$191.5m (up 78% from 3Q 2022). Net income: US$300.0k (up US$55.2m from 3Q 2022). Profit margin: 0.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 26Borr Drilling Limited announced that it has received $49.99979 million in fundingOn October 24, 2023, Borr Drilling Limited closed the transaction. The company has raised NOK 556,690,000 in gross proceeds in the private placement equivalent to $50,000,000 of 7,522,838 new shares, each at a subscription price of NOK 74, equivalent to $6.6464 per offer share. The private placement was significantly oversubscribed.
お知らせ • Oct 17Borr Drilling Limited Announces Board AppointmentsBorr Drilling Limited announced that Mr. Jeffery Currie and Mr. Patrick Schorn have been appointed as directors of the company by the board with effect from 16 October 2023. Jeffrey Currie recently retired from Goldman Sachs after a decorated 27-year career. For the last 15 years, he was a Partner and the Global Head of Commodities Research where he was responsible for conducting research on commodity market dynamics in the context of corporate risk management programs, short and long-term commodity investment strategies, and asset allocation. He also held roles as the European Co-Head of Economics, Commodities and Strategy Research between 2010 and 2012. Since his retirement, Jeff has joined the board of Abaxx Technologies and The University of Chicago's Energy Policy Institute where he serves as the Chairman of the Advisory Board. Prior to joining Goldman Sachs, Mr. Currie taught undergraduate and graduate level courses in microeconomics and econometrics at The University of Chicago and served as the associate editor of Resource and Energy Economics. Jeff also worked as a consulting economist, specializing in energy and other microeconomic issues, and has advised many government agencies. Jeff earned a PhD in Economics from The University of Chicago in 1996. In addition, the board has appointed the company's CEO Mr. Patrick Schorn as a new Director. Mr. Schorn became CEO of Borr Drilling in September 2020, after serving as a Director of the Board since January 2018. Following these appointments, the board of directors consists of seven members.
分析記事 • Sep 10There's Been No Shortage Of Growth Recently For Borr Drilling's (OB:BORR) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: US$0.003 (vs US$1.09 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.003 (up from US$1.09 loss in 2Q 2022). Revenue: US$187.5m (up 78% from 2Q 2022). Net income: US$800.0k (up US$166.1m from 2Q 2022). Profit margin: 0.4% (up from net loss in 2Q 2022). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has increased by 69% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 14Borr Drilling Limited's (OB:BORR) P/S Is On The MarkWhen you see that almost half of the companies in the Energy Services industry in Norway have price-to-sales ratios (or...
分析記事 • Jun 07Returns Are Gaining Momentum At Borr Drilling (OB:BORR)There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Reported Earnings • May 24First quarter 2023 earnings released: US$0.032 loss per share (vs US$0.35 loss in 1Q 2022)First quarter 2023 results: US$0.032 loss per share (improved from US$0.35 loss in 1Q 2022). Revenue: US$172.0m (up 110% from 1Q 2022). Net loss: US$7.40m (loss narrowed 86% from 1Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 83% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 13These 4 Measures Indicate That Borr Drilling (OB:BORR) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Neil Glass was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Neil Glass was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 31Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$1.64 loss per share (further deteriorated from US$1.43 loss in FY 2021). Revenue: US$443.8m (up 81% from FY 2021). Net loss: US$292.8m (loss widened 52% from FY 2021). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 86% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 17Full year 2022 earnings released: US$1.64 loss per share (vs US$1.43 loss in FY 2021)Full year 2022 results: US$1.64 loss per share (further deteriorated from US$1.43 loss in FY 2021). Revenue: US$443.8m (up 81% from FY 2021). Net loss: US$292.8m (loss widened 52% from FY 2021). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Energy Services industry in Norway. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 01Is Borr Drilling Limited (OB:BORR) Trading At A 31% Discount?Key Insights Borr Drilling's estimated fair value is US$86.5 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Jan 25Borr Drilling Limited Revises Its Earnings Guidance for the Fourth Quarter and Full Year 2022Borr Drilling Limited revised its earnings guidance for the full year 2022. For the year, the company expects to record revenues of $435 million to $450 million (previous guidance was revenue between $375 million to $400 million). This implies estimated Quarter 4 2022 Revenues between $140 million to $155 million.
分析記事 • Jan 13Is Borr Drilling (OB:BORR) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Dec 29+ 5 more updatesBorr Drilling Limited to Report Q1, 2023 Results on May 31, 2023Borr Drilling Limited announced that they will report Q1, 2023 results on May 31, 2023
Recent Insider Transactions • Dec 07Founder & Chairman of the Board recently bought kr5.1m worth of stockOn the 30th of November, Tor Troim bought around 112k shares on-market at roughly kr45.51 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tor has been a buyer over the last 12 months, purchasing a net total of kr5.4m worth in shares.
Reported Earnings • Nov 18Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.36 loss per share (further deteriorated from US$0.24 loss in 3Q 2021). Revenue: US$107.9m (up 48% from 3Q 2021). Net loss: US$54.9m (loss widened 68% from 3Q 2021). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 84%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Energy Services industry in Norway. 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 27% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Oct 24Consensus estimates of losses per share improve by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$422.4m to US$432.3m. EPS estimate increased from -US$1.39 per share to -US$1.05 per share. Energy Services industry in Norway expected to see average net income growth of 18% next year. Consensus price target up from kr39.89 to kr46.65. Share price rose 12% to kr42.78 over the past week.
Recent Insider Transactions • Oct 15Independent Director recently bought kr667k worth of stockOn the 14th of October, Alexandra Blankenship bought around 15k shares on-market at roughly kr43.13 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.5m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Aug 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from US$387.1m to US$404.1m. Forecast EPS reduced from -US$0.87 to -US$1.40 per share. Energy Services industry in Norway expected to see average net income growth of 42% next year. Consensus price target up from kr19.44 to kr42.66. Share price fell 3.4% to kr37.27 over the past week.
Breakeven Date Change • Aug 16Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$37.4m in 2023. Average annual earnings growth of 84% is required to achieve expected profit on schedule.
Reported Earnings • Aug 10Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2022 results: US$1.09 loss per share (down from US$0.44 loss in 2Q 2021). Revenue: US$105.3m (up 92% from 2Q 2021). Net loss: US$165.3m (loss widened 176% from 2Q 2021). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 319%. Over the next year, revenue is forecast to grow 48%, compared to a 12% growth forecast for the industry in Norway. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jul 11Consensus estimates of losses per share improve by 10%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$381.0m to US$387.1m. EPS estimate increased from -US$0.97 per share to -US$0.87 per share. Energy Services industry in Norway expected to see average net income growth of 86% next year. Consensus price target of kr19.66 unchanged from last update. Share price fell 9.3% to kr36.74 over the past week.
Breakeven Date Change • Jun 22Forecast to breakeven in 2023The 4 analysts covering Borr Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 0.1% to 2022. The company is expected to make a profit of US$1.90m in 2023. Average annual earnings growth of 104% is required to achieve expected profit on schedule.
