Noble Corporation plc

NYSE:NE 株式レポート

時価総額：US$7.1b

Noble 過去の業績

過去 基準チェック /26

Nobleは、平均年間56%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38.5% 27.7%収益成長率で 成長しています。 Nobleの自己資本利益率は3.3%であり、純利益率は5.2%です。

主要情報

56.03%

収益成長率

45.25%

EPS成長率

Energy Services 業界の成長23.71%
収益成長率27.72%
株主資本利益率3.34%
ネット・マージン5.19%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

ナラティブ更新 • Jul 29

NE: Contract Backlog And Higher Oil Prices Will Drive Future Upside

Analysts have revised their price target on Noble from $49.60 to $48.09, reflecting updated views on the company’s revenue growth, profit margin outlook, and future P/E assumptions. What’s in the News for Noble Noble Corporation reported Q2 2026 results that reflected the impact of operational suspensions on two rigs in Brazil, which weighed on revenue and overall financial performance.
Seeking Alpha • Jul 28

Noble: Upside Is Worth The Rough Waters

Summary Noble Corporation reported disappointing Q2 2026 results, with revenue and EPS missing expectations due to vessel suspensions and contract conclusions. Despite lower guidance for 2026, NE’s backlog remains resilient at $6.8 billion, and average daily rates continue to rise, signaling industry strength. NE trades at attractive single-digit multiples, with leverage at a manageable 1.61x—lower than some peers and not a cause for concern. I maintain a soft ‘buy’ rating, viewing current headwinds as temporary and expecting long-term industry improvements to benefit NE. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 02

NE: Backlog And Market Share Gains Are Expected To Drive Future Upside

Analysts have raised their price target for Noble to $49.60 from $44.30, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together indicate a higher estimated fair value for the stock. What’s in the News for Noble Noble Corporation is highlighted in recent coverage for 30.2% annual revenue growth over the past five years and expanding market share in offshore drilling, with commentary pointing to economies of scale and fixed cost leverage relative to smaller competitors (source: Noble Corporation Seen as a Top Stock with Strong Growth and Market Share Gains).
ナラティブ更新 • Jun 18

NE: Refinancing And Stronger Offshore Drilling Demand Will Support Bullish Upside

Analysts have maintained their $59.00 price target on Noble, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E that together support a steady valuation view. What’s in the News for Noble Barclays upgraded Noble Corporation plc to Overweight, citing expectations for stronger offshore drilling demand and referencing a forecast for 9% to 10% growth in upstream spending for 2027 and roughly double digit growth for 2028, along with new floater contracts and extensions that add to Noble’s contract coverage and backlog (source: Barclays upgrade report).
ナラティブ更新 • Jun 04

NE: 2026 Refinancing And Extended Credit Facility Will Support Bullish Upside

Analysts have maintained Noble's $59.00 price target, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that support a consistent view of the stock's valuation. What's in the News Noble priced an upsized offering of US$800 million in unsecured 6.250% Senior Notes due 2034, increased from a proposed US$500 million.
ナラティブ更新 • May 01

NE: 2026 Revenue Guidance And Completed Buybacks Will Support Bullish Upside

Analysts have raised their price target on Noble to $59.00, citing updated assumptions for higher revenue growth, stronger profit margins, a lower forward P/E multiple and a slightly reduced discount rate. What's in the News Noble maintained full year 2026 revenue guidance in a range of $2,800 million to $3,000 million, indicating no change to its previously communicated outlook (corporate guidance).
ナラティブ更新 • Apr 17

NE: Backlog Expansion And Buybacks Will Support Balanced Future Return Potential

Analysts have raised their price target on Noble from $42.20 to $44.30, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that feed into their revised valuation analysis. What's in the News Noble issued full year 2026 earnings guidance, with total revenue expected in a range of US$2.8b to US$3.0b (company guidance).
ナラティブ更新 • Apr 02

NE: Future Backlog And Contracts Will Mask Overvaluation Risk

Analysts have lifted their price target for Noble to $42.20 from $40.90. This reflects modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
ナラティブ更新 • Mar 19

NE: Expanded Backlog And Buybacks Will Support 2026 Revenue Upside

Analysts have modestly adjusted their price outlook on Noble, linking the updated $53.33 target to small refinements in discount rate assumptions, slightly different expectations for revenue growth and profit margin, and a tweaked future P/E input. What's in the News Noble has completed a share repurchase of 1,048,262 shares, representing 0.66% of its issued share capital, for $29.82 million under the buyback first announced on November 5, 2024 (company disclosure).
ナラティブ更新 • Mar 05

NE: Expanded Rig Backlog And 2026 Revenue Guide Will Drive Future Upside

Analysts have lifted their price target on Noble to $53.33 from $41.25, reflecting updated assumptions that include a slightly lower discount rate, a different mix of revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Noble issued full year 2026 guidance with expected total revenue of US$2.8b to US$3.0b, giving investors a sense of the company’s target scale for the year (company guidance).
ナラティブ更新 • Feb 18

NE: Backlog Expansion And Buybacks Will Support A Balanced Outlook

Analysts have raised their price target on Noble from $33.60 to $40.90 as they now apply a slightly lower discount rate, assume higher revenue growth and a modestly higher profit margin, and use a richer future P/E multiple in their models. What's in the News Noble Corporation plc issued earnings guidance for full year 2026, with expected total revenue between US$2.8b and US$3.0b (Key Developments).
ナラティブ更新 • Feb 04

NE: Expanded Backlog And Contract Wins Will Drive Future Upside

Analysts have lifted their price target on Noble to $41.25 from $38.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Noble announced new contract awards for 9 rigs, adding approximately $1.3b of backlog across its fleet (company announcement).
ナラティブ更新 • Jan 21

NE: Future Earnings Power And Completed Buybacks Will Drive Upside

Analysts have trimmed their price target on Noble by a small amount to $38.00. This reflects slightly lower assumptions for revenue growth and profit margins, partly offset by a higher future P/E multiple and a modest adjustment to the discount rate.
ナラティブ更新 • Jan 06

NE: Future Earnings Power And Share Repurchases Will Drive Upside

Analysts have kept their price target for Noble steady at $38.00, citing minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that together leave their valuation view broadly unchanged. What's in the News Noble reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for $0 million under the buyback announced on November 5, 2024, while completing a total of 1,048,262 shares repurchased for $29.82 million, equal to 0.66% of the company (Key Developments).
ナラティブ更新 • Dec 15

NE: Future Earnings Power And Index Inclusion Will Drive Upside

Analysts have modestly reduced their price target on Noble to reflect a slightly lower fair value of approximately 38 dollars. This adjustment is offset by expectations for stronger profit margins and a more attractive future earnings multiple.
ナラティブ更新 • Oct 28

Share Buybacks And Index Additions Will Support Ultra-Deepwater Rebound In Key Regions

Noble's Analyst Price Target Sees Significant Increase on Improved Outlook Analysts have raised their price target for Noble from $33.60 to $33.60, citing higher expected revenue growth and stronger profit margin forecasts. This update is supported by recent improvements in financial projections.
ナラティブ更新 • Oct 08

Ultra-deepwater Drilling Will Rebound With Brazilian And West African Pipelines

Analysts have revised Noble's fair value estimate downward from $34.20 to $33.60. This change reflects lower projected revenue growth and profit margins in their updated assessment.
Seeking Alpha • Mar 20

Noble Corporation: Time To Own The Best In Class

Summary Noble Corp's Gen-7 drill ships command high rental rates, boosting stock optimism; a recent merger with Diamond Offshore enhances fleet quality and backlog. Despite recent EPS misses and deferred contracting, Noble offers a solid entry point with a well-covered 8.25% dividend and share buybacks. Noble's strong cash flow and strategic retirements of cold-stacked rigs position it well for future profitability and market recovery. NE is a buy at current prices due to its leading position in Deep Water drilling, undervalued assets, and potential for future growth. Read the full article on Seeking Alpha
Seeking Alpha • Nov 08

Noble Corporation: Production Backlog And Capital Return Promising, Yet Low Visibility On Earnings Past 2025

Summary Noble Corporation's geographic diversification and strong client base are positives, but its lack of long-term contracts and idle rigs are concerning. The company's fluctuating revenues and earnings, coupled with high operating costs for idle rigs, present significant financial risks. Despite the attractive valuation, unpredictable oil prices and delayed contract executions make future earnings uncertain. Third quarter results are uplifting, with stronger cash balances and revenues. I rate Noble Corporation a Hold, noting that investors with specific insights into upcoming contracts may find current valuations appealing. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 29

Operational Efficiency And Critical Acquisitions Set To Propel Revenue Growth And Margin Enhancement

Strategic consolidation through the acquisition of Diamond aims to enhance operational scale and market positioning, supporting future revenue and margin growth.
Seeking Alpha • Aug 21

Noble Corporation: Strong Quarter But Muted Near-Term Outlook - Buy

Summary Noble Corporation reported strong Q2/2024 results with revenue and profitability outperforming consensus expectations. While the company's full-year outlook was largely unchanged, management now expects lower deepwater contracting to extend well into 2025. Subsequent to quarter-end, the company raised $800 million in an upsized senior notes offering in order to cover the cash component of the proposed acquisition of Diamond Offshore Drilling. Following management's cautious market outlook, I have reduced my Adjusted EBITDA estimates for 2025 and 2026. With deepwater investments expected to pick up again in 2026, I remain constructive on Noble Corporation's prospects. Following the recent selloff, the company's shares now offer almost 50% upside to my revised $55 price target. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Noble Corporation: The Post Acquisition Outlook

Summary Noble Corporation plc stock has remained range-bound after announcing the acquisition of Diamond Offshore, which should drive $100 million in cost synergies. The acquisition will expand Noble's client base and floater portfolio, with the deal expected to close by YE24. Beneficial owner A.P. Moller Holding A/S bought 300,000 shares, showing confidence in Noble's future. A full investment analysis around Noble Corporation and its post-acquisition future is presented in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Jun 10

Noble Corporation And Diamond Offshore Drilling: A Sensible Marriage

Summary Noble Corporation is acquiring Diamond Offshore Drilling in a cash and stock transaction worth over $2 billion. The deal is expected to create operating synergies and make Noble Corporation a larger player in the offshore drilling industry. Shareholders of Diamond Offshore Drilling have the opportunity for upside if the deal goes through, with a discount currently offered. Read the full article on Seeking Alpha
Seeking Alpha • Feb 05

Noble Corporation: Quality Backlogs With Room To Grow

Summary Noble Corporation's stock price has experienced volatility due to the impacts of production cuts and oil prices. The company operates as an offshore drilling contractor with operations in the North Sea and partnerships with major players in the industry. The offshore drilling market is expected to grow, and Noble Corporation has a strong backlog and positive earnings outlook. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Noble Corporation: Strong Quarter, Raised Guidance, Undemanding Valuation - Buy

Summary Leading offshore driller Noble Corporation reported strong Q3 results with revenues and profitability reaching new multi-year highs. The company raised full-year guidance and increased its quarterly dividend by 33% to $0.40 per share. Cash generation was impacted by higher working capital requirements, and Noble warned of more near-term white space in the company's contracting schedule. Management remained confident in the industry's long-term prospects and expects the upward trajectory in day rates to resume once previously sidelined capacity has been absorbed. While offshore oil and gas service stocks have been volatile as of late, I consider the recent setback an opportunity to start scaling into the shares. Read the full article on Seeking Alpha
Seeking Alpha • Oct 17

Noble Corporation Can Rise Further As Offshore Rig Capacity Remains Scarce

Summary Noble Corporation's shares have risen by about 50% over the past year, reflecting the recovery in the offshore drilling sector. The company reported solid financial results, with adjusted EPS of $0.38 and $104 million of free cash flow generated during the quarter. Noble has a strong backlog of contracts and is well-positioned to benefit from the increasing demand for offshore rigs, particularly in deep and ultradeep waters. Read the full article on Seeking Alpha

収支内訳

Noble 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

NYSE:NE 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 262,8851501200
31 Mar 263,0172291280
31 Dec 253,1072171330
30 Sep 253,2842271350
30 Jun 253,2903091450
31 Mar 253,1394611500
31 Dec 242,9194481400
30 Sep 242,6465011420
30 Jun 242,5535991320
31 Mar 242,4994691240
31 Dec 232,4624821280
30 Sep 232,4384671250
30 Jun 232,0573421130
31 Mar 231,713314960
31 Dec 221,333169820
30 Sep 22939157650
30 Jun 22881100580
31 Mar 2281984660
31 Dec 21782352680
30 Sep 21784-2,594650
30 Jun 21780-2,621660
31 Mar 21801-2,684610
31 Dec 20909-3,9781200
30 Sep 201,156-1,189710
30 Jun 201,188-1,583730
31 Mar 201,243-1,692710
31 Dec 191,246-6971690
30 Sep 191,144-4983520
30 Jun 191,105-334610
31 Mar 191,077-810640
31 Dec 181,036-885700
30 Sep 181,065-877910
30 Jun 181,058-892780
31 Mar 181,081-356900
31 Dec 171,207-515690
30 Sep 171,287-1,780640
30 Jun 171,400-1,739790
31 Mar 172,005-1,333660
31 Dec 162,242-930710
30 Sep 162,678212700
30 Jun 163,179585690
31 Mar 163,074427720
31 Dec 153,262500770
30 Sep 153,21264910

質の高い収益: NEは 高品質の収益 を持っています。

利益率の向上: NEの現在の純利益率 (5.2%)は、昨年(9.4%)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: NE過去 5 年間で収益を上げており、収益は年間56%増加しています。

成長の加速: NE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: NEは過去 1 年間で収益成長率がマイナス ( -51.6% ) となったため、 Energy Services業界平均 ( -14% ) と比較することが困難です。

株主資本利益率

高いROE: NEの 自己資本利益率 ( 3.3% ) 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

7D

1Y

7D

1Y

7D

1Y

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2026/08/14 15:23
終値2026/08/14 00:00
収益2026/06/30
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Noble Corporation plc 8 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。46

アナリスト機関
null nullABG Sundal Collier
null nullArgus Research Company
James WestBarclays