Borr Drilling 過去の業績
過去 基準チェック /26
Borr Drillingは、平均年間58.9%の収益成長を遂げていますが、 Energy Services業界の収益は、年間 成長しています。収益は、平均年間44.6% 31.9%収益成長率で 成長しています。 Borr Drillingの自己資本利益率は3.7%であり、純利益率は4.4%です。
主要情報
58.90%
収益成長率
67.69%
EPS成長率
| Energy Services 業界の成長 | 23.71% |
| 収益成長率 | 31.86% |
| 株主資本利益率 | 3.68% |
| ネット・マージン | 4.41% |
| 次回の業績アップデート | 12 Aug 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • May 05
BORR: High Contract Coverage And Mexico Expansion Will Still Leave Shares Vulnerable
Analysts have lifted their price target on Borr Drilling to $5.00 from $5.00, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions, even though the headline fair value figure remains unchanged. What's in the News Operational activity in the Middle East is resuming, with the Arabia III already back in service offshore Saudi Arabia and the Groa in Qatar and Arabia II in the UAE expected to restart during April 2026.ナラティブの更新 • Apr 21
BORR: Contract Wins And Fleet Expansion Will Not Offset Weak Crude Prices
Analysts have raised their price target for Borr Drilling from $4.00 to $5.00, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as the key factors behind the change. What's in the News Borr Drilling reported that Arabia III has resumed operations offshore Saudi Arabia, with Groa in Qatar and Arabia II in the UAE expected to recommence work during April 2026.
ナラティブの更新 • Apr 06
BORR: Future Fleet Acquisitions Will Drive A Stronger Contracted Backlog
Analysts have kept their average $6.50 price target for Borr Drilling unchanged, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E expectations as the main reasons for maintaining their view. What's in the News Borr Drilling announced new contract commitments for four premium jack up rigs, including a binding letter of award for Prospector 5 in Gabon covering a four well program of at least 320 days starting in Q3 2026, with options that may add up to 220 days.
ナラティブの更新 • Mar 23
BORR: Premium Rig Expansion And New Contracts Will Support Future Upside
Analysts now set a higher price target for Borr Drilling at about $5.84, up from $4.64, as they refresh their assumptions on discount rate, growth, margins and future price-to-earnings (P/E) expectations. What's in the News Borr Drilling reported an operational update after recent hostilities in the Arabian Gulf, with three jack up rigs in Qatar and the UAE down manned as a precaution and all personnel reported safe following an incident affecting the Arabia III on a customer platform on March 7, 2026 (Key Developments).ナラティブの更新 • Mar 08
BORR: Fleet Expansion And New Contracts Will Drive A More Optimistic Outlook
Analysts have updated their price target on Borr Drilling to reflect revised assumptions on revenue growth, profit margins, and a higher forward P/E multiple. They are maintaining their estimate of fair value at $6.50 per share.Seeking Alpha • Feb 23
Borr Drilling: Share Price Is Not Supported By Future Revenues
Summary Borr Drilling Limited (BORR) has surged over 150% in six months, far outpacing both peers and crude oil. BORR share price has generally tracked revenue growth in the past, but recent gains are unsupported by revenue growth. Based on backlog, future revenues are likely to flatten or even decline with erosion of market sentiment and declining share prices. I recommend investors sell BORR at its current market price. Read the full article on Seeking Alphaナラティブの更新 • Feb 22
BORR: Fleet Expansion And Dual Listing Will Shape A Balanced Outlook
Analysts have raised their price target on Borr Drilling from $4.00 to $6.50, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that they consider better aligned with the current outlook for the business. What's in the News Borr Drilling completed the acquisition of five premium jack-up rigs from Noble Corporation for a total purchase price of $360 million, increasing its fleet to 29 rigs and reinforcing its position as a pure-play owner of premium jack-up rigs (Key Developments).ナラティブの更新 • Feb 07
BORR: Offshore Contract Momentum Will Likely Be Constrained By Crude Price Weakness
The analyst price target for Borr Drilling has increased from $4.25 to $4.64 as analysts point to more constructive offshore drilling commentary and recent contract activity, while still acknowledging that lower crude prices could weigh on dayrates and the timing of an upturn. Analyst Commentary Recent research highlights a mix of optimism and caution around Borr Drilling, with some analysts adjusting price targets higher while others focus on risks tied to crude prices and contract timing.ナラティブの更新 • Jan 24
BORR: Weak Crude Prices Will Limit Benefits From Offshore Contract Recovery
Analysts have lifted their price target on Borr Drilling to US$4.00 from US$3.75, citing more constructive offshore contracting activity alongside updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Borr Drilling highlight a mix of optimism around offshore contracting and caution around the broader oil backdrop and valuation assumptions.ナラティブの更新 • Jan 09
BORR: Lower Crude Prices Will Restrain Benefits From New Offshore Contracts
Analysts have raised their price targets on Borr Drilling to a range of about $3.60 to $3.75, up from $3.25 at the low end. They cited more positive commentary from offshore drillers on recent contract signings, even as lower crude prices may still slow any improvement in day rates.ナラティブの更新 • Dec 24
BORR Will Balance New Rig Acquisition And Offshore Recovery Uncertainty
Analysts have lifted their price target on Borr Drilling to $3.75 from $2.80, citing improving sentiment around offshore drilling activity and new contract signings, while acknowledging that persistently low crude prices could still delay a full recovery. Analyst Commentary Recent Street research reflects a cautiously constructive stance on Borr Drilling, with modest price target increases tempered by lingering concerns over the pace and durability of the offshore recovery.ナラティブの更新 • Dec 10
BORR: Offshore Contract Momentum And Fleet Expansion Will Support Measured Future Upside
Analysts have raised their price target on Borr Drilling from $3.99 to $4.25, citing an improving offshore contracting backdrop that supports stronger revenue growth, expanding profit margins, and a lower perceived risk profile. Analyst Commentary Recent research updates highlight a gradually improving stance on Borr Drilling as contract activity in the offshore market picks up, even as macro risks remain.ナラティブの更新 • Nov 26
BORR: Improved Sector Demand and New Contracts Will Drive Future Profit Margins
Borr Drilling's fair value estimate has been raised from $3.37 to $3.99 per share. Analysts highlight improving contract activity and a more optimistic outlook in the offshore drilling sector, despite some ongoing crude price concerns.ナラティブの更新 • Nov 10
BORR: Future Profit Margins And Industry Outlook Will Balance Weaker Revenue
Analysts have lowered their fair value estimate for Borr Drilling from $3.10 to $3.37. They cite weaker expected revenue growth, but note better profit margins and a reduced discount rate in their updated forecasts.ナラティブの更新 • Aug 16
Middle East Tenders May Stabilize Day Rates, But Cash Flow Risks In Mexico Remain
Analysts raised Borr Drilling’s price target to $3.80 as resilient 7G drillship utilization and improved valuation outweighed lingering concerns over offshore activity and sector uncertainty. Analyst Commentary Bearish analysts cite ongoing softness in offshore drilling activity and macro uncertainty, particularly relating to a slowdown in the overall offshore cycle.
新しいナラティブ • Mar 16
Middle East Tenders May Stabilize Day Rates, But Cash Flow Risks In Mexico Remain
Completing the newbuild program and lower CapEx could boost cash flows and enhance margins and earnings.Seeking Alpha • Feb 03
Borr Drilling: My Conviction In This Investment Has Increased
Summary Borr Drilling's premium jack-up rig rates, averaging $183.8k in 2024, indicate high asset quality and support the investment thesis of strong future cash flows. Supply constraints and increasing demand for shallow water drilling rigs suggest day rates will rise, benefiting Borr's profitability and limiting new competition. The suspension of Aramco contracts led to short-term share price drops, but re-contracting at higher rates with Petrobras turned this into a net positive. Management's share buybacks and insider purchases reflect confidence in achieving $500-600mn in annual free cash flow, equating to a 50-60% yield. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Borr Drilling: Leading The Jack-Up Offshore Drilling Market
Summary The jack-up market is characterized by some of the tightest supply conditions in the maritime sector. Approximately 30% of the global fleet has been operating for 30 years or more. The order book represents only 3% of the global fleet, and even if current rates do not incentivize the construction of new rigs, delivery times are still over 3 years. With one of the largest and youngest portfolios in the industry, Borr Drilling is uniquely positioned to benefit from those tight supply conditions over the long term. Borr Drilling is currently trading at an enterprise value per rig of ~120 million, or below what was observable in 2017 and 2018 when market conditions were much more challenging. The highly leveraged capital structure remains the biggest risk. The volatility of the financial results are also magnified by having one of the smallest order books in the offshore drilling industry. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
The Bottom Fishing Club: If Oil Spikes, Borr Drilling Could Be A Huge Winner
Summary Borr Drilling stands out as an undervalued offshore driller with improving financials, high utilization rates, and potential growth into the U.S. market under President Trump. Borr's valuation is quite attractive, looking at extremely low forward P/E and EV/EBITDA ratios or record-low multiples on sales. High levels of management ownership, and the real possibility of increased dividends and share buybacks are solid reasons to consider purchasing shares. Despite the risk of a global recession, Borr offers significant upside if oil/gas prices spike, making it a strategic buy for 2025. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Borr Drilling: 3 Reasons To Look Beyond The Current Selloff
Summary Borr Drilling sold off on news that Aramco is suspending one of its rigs. The sell-off is perhaps amplified by the Oslo de-listing as certain institutional holders can no longer own the stock. Despite the worries, Borr Drilling is expected to generate 20% FCF yield next year under conservative assumptions. The replacement value of Borr Drilling's premium assets promises significant equity upside down the road. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Borr Drilling: Back Into Value Territory After The Sell-Off
Summary The stock has declined over 40% year-to-date, impacted by Saudi Aramco's decision to halt production increases and release jackup rigs. The long-term investment thesis remains intact, supported by discounted valuation, future free cash flow visibility, and strong fundamentals for the jackup market. The stock is now in value territory, presenting a solid buy-the-dip opportunity with a conspicuous margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Aug 19
Borr Drilling: Upgrading On A Strong Outlook And Commitment To Capital Returns - Buy
Summary Adjusted for a number of one-time items, Borr Drilling reported Q2/2024 largely in line with expectations and reiterated full-year guidance. BORR declared a quarterly dividend of $0.10, unchanged from Q1/2024, which is expected to be paid on September 6. On the call, management hinted at further increases next year. The company continues to do well on the contracting front, with a new $250 million multi-year contract offshore Brazil being the highlight of the quarter. With the situation in Saudi Arabia no longer likely to materially impact the company's financial results, I have raised my adjusted EBITDA estimates for both 2025 and 2026 and increased my price target from $7 to $8. Considering almost 30% upside from current levels, a juicy 6.4% dividend yield, and the company's strong commitment to increasing shareholder capital returns, I am upgrading Borr Drilling's stock from "Hold" to "Buy". Read the full article on Seeking AlphaSeeking Alpha • Jun 09
Borr Drilling: Generous Dividend Increase Is A Strong Sign Of Confidence - Hold
Summary Last month, leading offshore driller Borr Drilling reported Q1/2024 results somewhat below estimates due to a combination of slightly lower-than-expected revenues and higher financial and tax expenses. Adjusted EBITDA margin of 49.9% reached new all-time highs with the company outperforming peers handsomely. The company reiterated expectations for full-year Adjusted EBITDA of $500 million to $550 million. In a surprise move, Borr Drilling doubled its quarterly cash dividend to $0.10 per share. Annual dividend yield calculates to an attractive 6.5%. While management's commentary and commitment to shareholder capital returns is encouraging, my upwardly revised estimates and price target are not sufficient to upgrade the stock. Reiterating "Hold" rating with an increased price target of $7. Read the full article on Seeking AlphaSeeking Alpha • Mar 30
Borr Drilling: Downgrading On Potential Saudi Aramco Jackup Market Impact
Summary Borr Drilling reported better-than-expected Q4/2023 results, with revenue and profitability reaching new all-time highs. With 87% of available rig days for 2024 contracted, management reaffirmed previously communicated adjusted EBITDA guidance of $500 million to $550 million. However, recent developments in Saudi Arabia have resulted in considerable uncertainty regarding the near-term direction of the jackup market, particularly after a concerning early data point emerged last week. With a meaningful number of jackup rigs likely to be released by Saudi Aramco, dayrates might experience some near-term pressure. Due to material uncertainty regarding the near-term market environment, I am downgrading my rating on the company's shares from "Buy" to "Hold" with a revised price target of $7. Read the full article on Seeking AlphaSeeking Alpha • Mar 15
Borr Drilling: Fundamentals Remain Strong
Summary Borr Drilling benefits from strong demand for shallow-water drilling and a constrained supply of jackup rigs. The recent sell-off triggered by Saudi Aramco's announcement does not change the fundamentals of the jackup market. BORR's stable business model and increasing dayrates position it for significant earnings growth and potential high dividend yields in the future. I estimate a forward dividend yield of approximately 20% for 2025 and potentially nearing 30% for 2026. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Borr Drilling: Record Profits Ahead As Rig Fleet Is Sold Out
Summary Capacity in Borr's industry is virtually sold out, with utilization rates currently standing at 94%. The company has locked in forward revenues at highly favorable day rates, with further room to add as day rates continue to climb. Even if rates stagnate, Borr will generate +$500 million in 2024 EBITDA, allowing them to quickly deleverage and return capital to shareholders. I estimate that Borr has 100% upside if it ultimately trades at a mere 6.0x of the projected 2024 EBITDA. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
Borr Drilling: Still Undervalued, But The Easy Money Has Already Been Made
Summary Borr Drilling is a top choice for capitalizing on the current bull market in the shallow-water offshore sector. BORR has the youngest and most modern fleet among its peers, which puts it in the best position to outperform. Day rates still have a significant upside and may rise to $250k per day based on historical analogs, the status of the order book, and current utilization levels. The company trades at a forward EV/EBITDA multiple of less than 4x. Further share appreciation can come from debt reduction and an increase in dividend payments, underpinned by strong cash flow generation over the coming years. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Borr Drilling: Jackup Market Expected To Remain Strong - Buy
Summary Last month, leading shallow water driller Borr Drilling reported Q3/2023 results in line with management's most recent projections and reaffirmed guidance for both 2023 and 2024. Despite the somewhat disappointing terms of the recent debt refinancing, the board of directors approved the initiation of a $0.05 quarterly cash dividend and a $100 million share repurchase program. The jackup market outlook remains strong with management projecting potential undersupply of modern rigs going into 2025. As a result, dayrates are likely to recover further. However, I wouldn't aggressively chase the stock after last week's recovery rally and rather scale into the shares on renewed weakness. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Borr Drilling: The Rating Agencies Are Turning Positive Too
Summary Borr Drilling completed a successful refinancing, pushing most of its maturities out to 2028-2030. The rating agencies have turned positive on the improving industry fundamentals, suggesting the debt will be less of a concern going forward. The leverage should now start working for the equity investors as modest improvements in EBITDA or the valuation multiples will have a big impact on the share price. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
Borr Drilling - Refinancing Terms Disappoint But Weakness Seems Overdone
Summary Two weeks ago, leading shallow water offshore driller Borr Drilling successfully refinanced the majority of its debt obligations with an aggregate $1.54 billion in new senior secured notes. However, surging interest rates in combination with a recent earnings warning resulted in the requirement to offer double-digit coupons as well as some issuer discounts. While the transaction will increase annual interest obligations by close to $20 million, the company managed to extend debt maturities to at least 2028. In addition, Borr Drilling will no longer be precluded from returning capital to shareholders, but considering the company's new focus on deleveraging, investors should not expect share buybacks or a dividend initiation anytime soon. However, with the stock down by more than 30% from recent multi-year highs and ongoing, solid industry fundamentals, I still consider scaling into the shares on weakness an appropriate strategy for investors with a medium-term investment horizon. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Borr Drilling: The Jack-Ups Orderbook Is At 20-Year Lows
Summary BORR is up 150% since my last article but remains undervalued in view of the secular bull market in offshore drilling and services. The demand for BORR's modern jack-up rigs keeps growing while rig supply remains very limited; this pushes up utilization and day rates. The company's enterprise value discounts about 4x 2025-6 EBITDA; this implies more upside. The debt appears manageable; as the debt perceptions improve, the equity should benefit from the financial leverage. Read the full article on Seeking AlphaSeeking Alpha • Aug 18
Borr Drilling: Q2 Results And Outlook Disappoint - Buy On Weakness
Summary Leading offshore driller Borr Drilling reported mixed Q2/2023 results and reduced full-year EBITDA guidance by approximately 10%. Comprehensive refinancing and initiation of a shareholder return policy are not likely to happen before some time next year. However, with utilization levels not witnessed in almost a decade, management remained optimistic on the near-term prospects of the jackup markets. Company has started discussions with the shipyard to accelerate the delivery of its two remaining newbuilds by approximately one year. Given strong market conditions and prospects for 2025 Adjusted EBITDA to more than double from current levels, I am reiterating my "Buy" rating on the shares and would advise investors to initiate or add to existing positions on any major weakness. Read the full article on Seeking AlphaSeeking Alpha • Jun 05
Borr Drilling: Accelerated Refinancing Could Provide A Near-Term Catalyst - Buy
Summary Borr Drilling reported Q1/2023 results in line with expectations and maintained its full-year outlook for revenue and Adjusted EBITDA. The company's entire fleet of 22 modern jackup rigs is now working or preparing for near-term contracts, with dayrates for new contracts 30% higher than the average. On the conference call, management stated expectations for leading dayrates to increase above $175,000 in the second half of the year. In addition, the company is currently working on an accelerated refinancing of its 2025 debt maturities in order to create a path to shareholder distributions. With the accelerated refinancing providing a potential short-term catalyst and the company likely to initiate a sizeable dividend at some point next year, Borr Drilling's shares remain a buy. Read the full article on Seeking Alpha収支内訳
収支内訳
Borr Drilling の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 1,021 | 45 | 65 | 0 |
| 30 Sep 25 | 1,025 | 72 | 64 | 0 |
| 30 Jun 25 | 989 | 54 | 63 | 0 |
| 31 Mar 25 | 993 | 51 | 61 | 0 |
| 31 Dec 24 | 1,011 | 82 | 62 | 0 |
| 30 Sep 24 | 968 | 84 | 68 | 0 |
| 30 Jun 24 | 918 | 75 | 64 | 0 |
| 31 Mar 24 | 834 | 44 | 60 | 0 |
| 31 Dec 23 | 772 | 22 | 45 | 0 |
| 30 Sep 23 | 700 | -28 | 52 | 0 |
| 30 Jun 23 | 616 | -83 | 47 | 0 |
| 31 Mar 23 | 534 | -249 | 46 | 0 |
| 31 Dec 22 | 444 | -293 | 37 | 0 |
| 30 Sep 22 | 364 | -318 | 36 | 0 |
| 30 Jun 22 | 329 | -295 | 37 | 0 |
| 31 Mar 22 | 279 | -190 | 35 | 0 |
| 31 Dec 21 | 245 | -193 | 35 | 0 |
| 30 Sep 21 | 236 | -206 | 40 | 0 |
| 30 Jun 21 | 223 | -235 | 43 | 0 |
| 31 Mar 21 | 252 | -285 | 55 | 0 |
| 31 Dec 20 | 308 | -318 | 49 | 0 |
| 30 Sep 20 | 340 | -319 | 56 | 0 |
| 30 Jun 20 | 384 | -336 | 56 | 0 |
| 31 Mar 20 | 386 | -330 | 50 | 0 |
| 31 Dec 19 | 334 | -298 | 50 | 0 |
| 30 Sep 19 | 295 | -348 | 50 | 0 |
| 30 Jun 19 | 242 | -308 | 45 | 0 |
| 31 Mar 19 | 206 | -212 | 39 | 0 |
| 31 Dec 18 | 165 | -190 | 39 | 0 |
| 30 Sep 18 | 112 | -142 | 26 | 0 |
| 30 Jun 18 | 62 | -112 | 28 | 0 |
| 31 Mar 18 | 11 | -117 | 26 | 0 |
| 31 Dec 17 | 0 | -88 | 18 | 0 |
質の高い収益: BORRは 高品質の収益 を持っています。
利益率の向上: BORRの現在の純利益率 (4.4%)は、昨年(8.1%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: BORR過去 5 年間で収益を上げており、収益は年間58.9%増加しています。
成長の加速: BORRは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: BORRは過去 1 年間で収益成長率がマイナス ( -45.2% ) となったため、 Energy Services業界平均 ( -26.2% ) と比較することが困難です。
株主資本利益率
高いROE: BORRの 自己資本利益率 ( 3.7% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/21 18:24 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2025/12/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 null | ABG Sundal Collier |
| Gregory Lewis | BTIG |
| Scott Gruber | Citigroup Inc |