View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDiamond Offshore Drilling 향후 성장Future 기준 점검 5/6Diamond Offshore Drilling (는) 각각 연간 109.2% 및 6.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 109.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.9% 로 예상됩니다.핵심 정보109.2%이익 성장률109.31%EPS 성장률Energy Services 이익 성장8.3%매출 성장률6.6%향후 자기자본이익률24.91%애널리스트 커버리지Low마지막 업데이트02 Sep 2024최근 향후 성장 업데이트Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2023The 3 analysts covering Diamond Offshore Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$3.21m in 2023. Earnings growth of 96% is required to achieve expected profit on schedule.Breakeven Date Change • Oct 01Forecast to breakeven in 2023The 2 analysts covering Diamond Offshore Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 95% to 2022. The company is expected to make a profit of US$11.8m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.모든 업데이트 보기Recent updates공시 • Sep 04+ 1 more updateNoble Corporation plc (NYSE:NE) completed the acquisition of Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and othersNoble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.7 billion on June 9, 2024. As part of the transaction, Diamond shareholders will receive 0.2316 shares of Noble, plus cash consideration of $5.65 per share for each share of Diamond stock, an 11.4% premium to closing stock prices on June 7, 2024, representing 64% stock / 36% cash ($600 million total cash consideration). Upon closing, Diamond shareholders will own approximately 14.5% of Noble’s outstanding shares and Noble shareholders will hold 85.5% stake. The implied cash and stock consideration to be received by Diamond shareholders is $15.52 per share, representing a premium of 11.4% to Diamond’s closing share price on June 7, 2024. Noble intends to fund the cash portion of the transaction through new debt financing, which Noble has secured through a $600 million committed bridge financing facility. At closing, the Noble Board of Directors will be expanded to include one member from the Diamond Board. The agreement contains termination rights for each of Noble and Diamond. Upon termination of the agreement under specified circumstances, including the termination by Noble in the event of a change of recommendation by the board of directors of Diamond or by Diamond in order to enter into a definitive agreement with respect to a Diamond Offshore Superior Proposal, Diamond would be required to pay Noble a termination fee of $60 million. If the agreement is terminated by Noble or Diamond after the Diamond stockholder meeting has concluded and the Diamond stockholder approval has not been obtained, Diamond would be required to pay Noble a no vote termination fee of $16.5 million. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals, the receipt of any antitrust approvals, the authorization for listing on the NYSE of the Noble Shares, the effectiveness of the Registration Statement on Form S-4 to be filed by Noble and the approval of Diamond shareholders. The transaction has been unanimously approved by the Board of Directors of each company. The waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, in relation to the pending merger between Noble and Diamond, expired at 11:59 ET on July 24, 2024. The Registration Statement was declared effective by the SEC on July 25, 2024. Completion of the transaction is subject to the satisfaction of the remaining customary closing conditions, including approval by Diamond's stockholders and the receipt of informal clearance by the Australian Competition & Consumer Commission. A special meeting of Diamond stockholders to vote on the transaction is currently scheduled on August 27, 2024. On August 30, 2024, Noble Corporation and Diamond Offshore Drilling announced the receipt of clearance from the Australia Competition & Consumer Commission. The transaction is expected to close by the first quarter of 2025. As of August 30, 2024, the parties expect to close the transaction on September 4, 2024. Morgan Stanley & Co. LLC is acting as lead financial advisor to Noble and has provided committed financing. Wells Fargo and SB1 Markets also acted as financial advisors to Noble. Kyle Seifried, Scott Barshay, Gili Farhadian-Sagiv, Richard Schwartz, Benjamin Goodchild, Suhan Shim, Tim Cruickshank, Patricia Vaz de Almeida, Nathan Mitchell; Ron Aizen and Andrea Wahlquist Brown, Brian Krause, Alyssa Wolpin and Salvatore Gogliormella of of Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisors to Noble. Guggenheim Securities, LLC and TPH&Co., the energy business of Perella Weinberg Partners, are acting as lead financial advisors and fairness opinion provider to Diamond. Sean T. Wheeler, Debbie P. Yee, Camille Walker, Rachael L. Lichman, Julian J. Seiguer, Atma Kabad, David Wheat, William Dong, Ian G. John, Chuck Boyars, Thomas S. Wilson, Sion Davies, J. Robert Fowler and Stephanie Jeane of Kirkland & Ellis LLP is acting as legal advisor to Diamond. Stuart Rogers of Alston & Bird, LLP represented Morgan Stanley & Co. LLC as financial advisor. Travers Smith LLP acted as legal advisor to Noble. The transfer agent for the Noble ordinary shares is Computershare Trust Company, N.A. Computershare, Inc. acting as transfer agent for Diamond Offshore. Innisfree M&A Incorporated is the proxy solicitation agent for Diamond Offshore. Diamond Offshore estimates it will pay Innisfree a base fee of approximately $50,000, in addition to the reimbursement of certain costs and expenses, for these services. Diamond Offshore has agreed to pay Guggenheim Securities a cash transaction fee of $11 million. Diamond Offshore has previously paid Guggenheim Securities a cash milestone fee of $2 million that became payable upon the rendering of Guggenheim Securities’ opinion, which will be credited against the foregoing cash transaction fee. TPH expects to receive aggregate fees of approximately $11 million for its services, $2 million which became payable upon the rendering of its opinion and the principal portion of which is contingent upon the consummation of the transactions. Noble Corporation plc (NYSE:NE) completed the acquisition of Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others on September 4, 2024. Following completion of the acquisition of Diamond, the Company's board of directors has appointed Patrice Douglas from the Diamond board of directors to serve as a new director of Noble.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.091 (vs US$2.35 in 2Q 2023)Second quarter 2024 results: EPS: US$0.091 (down from US$2.35 in 2Q 2023). Revenue: US$252.9m (down 4.6% from 2Q 2023). Net income: US$9.33m (down 96% from 2Q 2023). Profit margin: 3.7% (down from 90% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in Europe.공시 • Jul 18Diamond Offshore Drilling, Inc. to Report Q2, 2024 Results on Aug 06, 2024Diamond Offshore Drilling, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024공시 • Jun 10Noble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.6 billion.Noble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.6 billion on June 10, 2024. As part of the transaction, Diamond shareholders will receive 0.2316 shares of Noble, plus cash consideration of $5.65 per share for each share of Diamond stock, an 11.4% premium to closing stock prices on June 7, 2024, representing 64% stock / 36% cash ($600 million total cash consideration). Upon closing, Diamond shareholders will own approximately 14.5% of Noble’s outstanding shares and Noble shareholders will hold 85.5% stake. The implied cash and stock consideration to be received by Diamond shareholders is $15.52 per share, representing a premium of 11.4% to Diamond’s closing share price on June 7, 2024. Noble intends to fund the cash portion of the transaction through new debt financing, which Noble has secured through a $600 million committed bridge financing facility. At closing, the Noble Board of Directors will be expanded to include one member from the Diamond Board. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals and the approval of Diamond shareholders. The transaction has been unanimously approved by the Board of Directors of each company. The transaction is expected to close by the first quarter of 2025. Morgan Stanley & Co. LLC is acting as lead financial advisor to Noble and has provided committed financing. Wells Fargo and SB1 Markets also acted as financial advisors to Noble. Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisor to Noble. Guggenheim Securities, LLC and TPH&Co., the energy business of Perella Weinberg Partners, are acting as lead financial advisors to Diamond. Kirkland & Ellis LLP is acting as legal advisor to Diamond.Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.11 (vs US$0.071 in 1Q 2023)First quarter 2024 results: EPS: US$0.11 (up from US$0.071 in 1Q 2023). Revenue: US$274.6m (up 28% from 1Q 2023). Net income: US$11.6m (up 61% from 1Q 2023). Profit margin: 4.2% (up from 3.4% in 1Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Energy Services industry in Europe.공시 • Apr 19Diamond Offshore Drilling, Inc. to Report Q1, 2024 Results on May 07, 2024Diamond Offshore Drilling, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024공시 • Mar 29Diamond Offshore Drilling, Inc., Annual General Meeting, May 09, 2024Diamond Offshore Drilling, Inc., Annual General Meeting, May 09, 2024, at 08:30 Central Standard Time. Location: Boardroom A of the Customer Connection Center located at 757 N. Eldridge Parkway, Houston Texas United States Agenda: To elect two directors, each to serve a term of one year expiring at the annual meeting of stockholders to be held in 2025 and until his/her respective successor is duly elected and qualified or until his/her earlier death, resignation, disqualification or removal; to hold an advisory vote on executive compensation; to ratify the appointment of Deloitte & Touche LLP as the independent auditor for our company and its subsidiaries for fiscal year 2024; and to transact such other business as may properly come before the meeting or any adjournments or postponements.공시 • Mar 15Diamond Offshore Drilling, Inc. Appoints Jon L. Richards as Senior Vice President and Chief Operating OfficerOn March 14, 2024, Diamond Offshore Drilling, Inc. appointed Jon L. Richards as Senior Vice President and Chief Operating Officer, effective immediately. Mr. Richards, age 50, has served as the Company’s Senior Vice President, Worldwide Operations since April 2020. From 2012 through 2020, he served as the Company’s Vice President, Operations. Mr. Richards joined the Company in 1997 and has worked in a wide variety of operational roles, including leadership positions of increasing responsibility and global scope. In connection with this appointment, Mr. Richards will receive an increase in his annual base salary from $428,000 to $475,000. Mr. Richards will continue to report to Bernie Wolford, Jr., President and Chief Executive Officer.Reported Earnings • Feb 29Full year 2023 earnings released: US$0.44 loss per share (vs US$1.03 loss in FY 2022)Full year 2023 results: US$0.44 loss per share (improved from US$1.03 loss in FY 2022). Revenue: US$1.06b (up 46% from FY 2022). Net loss: US$44.7m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Energy Services industry in Europe.공시 • Feb 07Diamond Offshore Drilling, Inc. to Report Q4, 2023 Results on Feb 27, 2024Diamond Offshore Drilling, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2024Buy Or Sell Opportunity • Jan 30Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €11.56. The fair value is estimated to be €14.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 294% in the next 2 years.Reported Earnings • Nov 09Third quarter 2023 earnings released: US$1.42 loss per share (vs US$0.055 profit in 3Q 2022)Third quarter 2023 results: US$1.42 loss per share (down from US$0.055 profit in 3Q 2022). Revenue: US$224.9m (up 19% from 3Q 2022). Net loss: US$145.0m (down US$150.5m from profit in 3Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Energy Services industry in Europe.공시 • Oct 18Diamond Offshore Drilling, Inc. to Report Q3, 2023 Results on Nov 06, 2023Diamond Offshore Drilling, Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023New Risk • Oct 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).New Risk • Sep 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).Board Change • Aug 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Peakes is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$2.35 (vs US$0.22 loss in 2Q 2022)Second quarter 2023 results: EPS: US$2.35 (up from US$0.22 loss in 2Q 2022). Revenue: US$281.6m (up 59% from 2Q 2022). Net income: US$238.8m (up US$260.7m from 2Q 2022). Profit margin: 85% (up from net loss in 2Q 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Energy Services industry in Europe.Board Change • Jul 13High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Peakes is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.071 (vs US$0.34 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.071 (up from US$0.34 loss in 1Q 2022). Revenue: US$232.0m (up 54% from 1Q 2022). Net income: US$7.23m (up US$41.6m from 1Q 2022). Profit margin: 3.1% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Energy Services industry in Europe.Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2023The 3 analysts covering Diamond Offshore Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$3.21m in 2023. Earnings growth of 96% is required to achieve expected profit on schedule.Recent Insider Transactions • Mar 05Senior VP & CFO recently sold €115k worth of stockOn the 1st of March, Dominic Savarino sold around 10k shares on-market at roughly €11.48 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dominic's only on-market trade for the last 12 months.Reported Earnings • Mar 04Full year 2022 earnings released: US$1.03 loss per share (vs US$19.13 loss in FY 2021)Full year 2022 results: US$1.03 loss per share (improved from US$19.13 loss in FY 2021). Revenue: US$841.3m (up 36% from FY 2021). Net loss: US$103.2m (loss narrowed 95% from FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Energy Services industry in Europe.공시 • Feb 11Diamond Offshore Drilling, Inc., Annual General Meeting, May 10, 2023Diamond Offshore Drilling, Inc., Annual General Meeting, May 10, 2023.공시 • Feb 08Diamond Offshore Drilling, Inc. to Report Q4, 2022 Results on Feb 27, 2023Diamond Offshore Drilling, Inc. announced that they will report Q4, 2022 results After-Market on Feb 27, 2023Board Change • Nov 17High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: US$0.055 (vs US$0.052 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.055 (up from US$0.052 loss in 3Q 2021). Revenue: US$189.9m (up 3.7% from 3Q 2021). Net income: US$5.51m (up US$10.7m from 3Q 2021). Profit margin: 2.9% (up from net loss in 3Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Energy Services industry in Europe.공시 • Oct 20Diamond Offshore Drilling, Inc. to Report Q3, 2022 Results on Nov 07, 2022Diamond Offshore Drilling, Inc. announced that they will report Q3, 2022 results After-Market on Nov 07, 2022Breakeven Date Change • Oct 01Forecast to breakeven in 2023The 2 analysts covering Diamond Offshore Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 95% to 2022. The company is expected to make a profit of US$11.8m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.Reported Earnings • Aug 11Second quarter 2022 earnings released: US$0.22 loss per share (vs US$15.02 loss in 2Q 2021)Second quarter 2022 results: US$0.22 loss per share (up from US$15.02 loss in 2Q 2021). Revenue: US$176.9m (up 37% from 2Q 2021). Net loss: US$21.9m (loss narrowed 99% from 2Q 2021).공시 • Aug 03Diamond Offshore Drilling, Inc. to Report Q2, 2022 Results on Aug 10, 2022Diamond Offshore Drilling, Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 10, 2022Reported Earnings • May 11First quarter 2022 earnings released: US$0.34 loss per share (vs US$2.62 loss in 1Q 2021)First quarter 2022 results: US$0.34 loss per share (up from US$2.62 loss in 1Q 2021). Revenue: US$150.3m (up 23% from 1Q 2021). Net loss: US$34.4m (loss narrowed 91% from 1Q 2021).Board Change • May 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Apr 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측DB:DO10 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20261,163259229389312/31/20251,124198185257512/31/20241,010417916836/30/20241,004-270-3391N/A3/31/20241,028-40-5179N/A12/31/2023984-45-12012N/A9/30/202391249-6651N/A6/30/2023877199-5630N/A3/31/2023789-62-78-8N/A12/31/2022725-103-519N/A9/30/2022701-176-1038N/A6/30/2022694-1862374N/A3/31/2022646-1,812-94-23N/A12/31/2021619-2,139-173-81N/A9/30/2021591-2,164-254-140N/A6/30/2021538-2,257-335-190N/A3/31/2021597-755-173-18N/A12/31/2020693-1,255-1818N/A9/30/2020794-1,180-20831N/A6/30/2020907-1,177-22845N/A3/31/2020926-1,146-332-17N/A12/31/2019935-357-3179N/A9/30/2019902-362-28329N/A6/30/2019941-318-20699N/A3/31/2019999-273-126151N/A12/31/20181,060-18010232N/A9/30/20181,172-133117316N/A6/30/20181,249-71290448N/A3/31/20181,37614N/A479N/A12/31/20171,45118N/A494N/A9/30/20171,498166N/A521N/A6/30/20171,480169N/A518N/A3/31/20171,445-436N/A504N/A12/31/20161,525-373N/A647N/A9/30/20161,685-734N/A762N/A6/30/20161,944-611N/A841N/A3/31/20162,20469N/A817N/A12/31/20152,360-274N/A736N/A9/30/20152,49070N/A777N/A6/30/20152,619-14N/A826N/A3/31/20152,651-15N/A850N/A12/31/20142,737387N/A993N/A9/30/20142,771381N/A891N/A6/30/20142,734423N/A913N/A3/31/20142,829519N/A1,093N/A12/31/20132,844549N/A1,066N/A9/30/20132,876612N/A1,160N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DO10 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(0.8%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: DO10 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: DO10 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: DO10 의 수익(연간 6.6%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: DO10 의 수익(연간 6.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DO10의 자본 수익률은 3년 후 24.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/09/03 13:18종가2024/09/03 00:00수익2024/06/30연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Diamond Offshore Drilling, Inc.는 38명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James WestBarclaysScott GruberBernsteinAlan LawsBMO Capital Markets Equity Research35명의 분석가 더 보기
Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2023The 3 analysts covering Diamond Offshore Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$3.21m in 2023. Earnings growth of 96% is required to achieve expected profit on schedule.
Breakeven Date Change • Oct 01Forecast to breakeven in 2023The 2 analysts covering Diamond Offshore Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 95% to 2022. The company is expected to make a profit of US$11.8m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.
공시 • Sep 04+ 1 more updateNoble Corporation plc (NYSE:NE) completed the acquisition of Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and othersNoble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.7 billion on June 9, 2024. As part of the transaction, Diamond shareholders will receive 0.2316 shares of Noble, plus cash consideration of $5.65 per share for each share of Diamond stock, an 11.4% premium to closing stock prices on June 7, 2024, representing 64% stock / 36% cash ($600 million total cash consideration). Upon closing, Diamond shareholders will own approximately 14.5% of Noble’s outstanding shares and Noble shareholders will hold 85.5% stake. The implied cash and stock consideration to be received by Diamond shareholders is $15.52 per share, representing a premium of 11.4% to Diamond’s closing share price on June 7, 2024. Noble intends to fund the cash portion of the transaction through new debt financing, which Noble has secured through a $600 million committed bridge financing facility. At closing, the Noble Board of Directors will be expanded to include one member from the Diamond Board. The agreement contains termination rights for each of Noble and Diamond. Upon termination of the agreement under specified circumstances, including the termination by Noble in the event of a change of recommendation by the board of directors of Diamond or by Diamond in order to enter into a definitive agreement with respect to a Diamond Offshore Superior Proposal, Diamond would be required to pay Noble a termination fee of $60 million. If the agreement is terminated by Noble or Diamond after the Diamond stockholder meeting has concluded and the Diamond stockholder approval has not been obtained, Diamond would be required to pay Noble a no vote termination fee of $16.5 million. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals, the receipt of any antitrust approvals, the authorization for listing on the NYSE of the Noble Shares, the effectiveness of the Registration Statement on Form S-4 to be filed by Noble and the approval of Diamond shareholders. The transaction has been unanimously approved by the Board of Directors of each company. The waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, in relation to the pending merger between Noble and Diamond, expired at 11:59 ET on July 24, 2024. The Registration Statement was declared effective by the SEC on July 25, 2024. Completion of the transaction is subject to the satisfaction of the remaining customary closing conditions, including approval by Diamond's stockholders and the receipt of informal clearance by the Australian Competition & Consumer Commission. A special meeting of Diamond stockholders to vote on the transaction is currently scheduled on August 27, 2024. On August 30, 2024, Noble Corporation and Diamond Offshore Drilling announced the receipt of clearance from the Australia Competition & Consumer Commission. The transaction is expected to close by the first quarter of 2025. As of August 30, 2024, the parties expect to close the transaction on September 4, 2024. Morgan Stanley & Co. LLC is acting as lead financial advisor to Noble and has provided committed financing. Wells Fargo and SB1 Markets also acted as financial advisors to Noble. Kyle Seifried, Scott Barshay, Gili Farhadian-Sagiv, Richard Schwartz, Benjamin Goodchild, Suhan Shim, Tim Cruickshank, Patricia Vaz de Almeida, Nathan Mitchell; Ron Aizen and Andrea Wahlquist Brown, Brian Krause, Alyssa Wolpin and Salvatore Gogliormella of of Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisors to Noble. Guggenheim Securities, LLC and TPH&Co., the energy business of Perella Weinberg Partners, are acting as lead financial advisors and fairness opinion provider to Diamond. Sean T. Wheeler, Debbie P. Yee, Camille Walker, Rachael L. Lichman, Julian J. Seiguer, Atma Kabad, David Wheat, William Dong, Ian G. John, Chuck Boyars, Thomas S. Wilson, Sion Davies, J. Robert Fowler and Stephanie Jeane of Kirkland & Ellis LLP is acting as legal advisor to Diamond. Stuart Rogers of Alston & Bird, LLP represented Morgan Stanley & Co. LLC as financial advisor. Travers Smith LLP acted as legal advisor to Noble. The transfer agent for the Noble ordinary shares is Computershare Trust Company, N.A. Computershare, Inc. acting as transfer agent for Diamond Offshore. Innisfree M&A Incorporated is the proxy solicitation agent for Diamond Offshore. Diamond Offshore estimates it will pay Innisfree a base fee of approximately $50,000, in addition to the reimbursement of certain costs and expenses, for these services. Diamond Offshore has agreed to pay Guggenheim Securities a cash transaction fee of $11 million. Diamond Offshore has previously paid Guggenheim Securities a cash milestone fee of $2 million that became payable upon the rendering of Guggenheim Securities’ opinion, which will be credited against the foregoing cash transaction fee. TPH expects to receive aggregate fees of approximately $11 million for its services, $2 million which became payable upon the rendering of its opinion and the principal portion of which is contingent upon the consummation of the transactions. Noble Corporation plc (NYSE:NE) completed the acquisition of Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others on September 4, 2024. Following completion of the acquisition of Diamond, the Company's board of directors has appointed Patrice Douglas from the Diamond board of directors to serve as a new director of Noble.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.091 (vs US$2.35 in 2Q 2023)Second quarter 2024 results: EPS: US$0.091 (down from US$2.35 in 2Q 2023). Revenue: US$252.9m (down 4.6% from 2Q 2023). Net income: US$9.33m (down 96% from 2Q 2023). Profit margin: 3.7% (down from 90% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in Europe.
공시 • Jul 18Diamond Offshore Drilling, Inc. to Report Q2, 2024 Results on Aug 06, 2024Diamond Offshore Drilling, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
공시 • Jun 10Noble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.6 billion.Noble Corporation plc (NYSE:NE) entered into a definitive merger agreement to acquire Diamond Offshore Drilling, Inc. (NYSE:DO) from BlackRock, Inc. (NYSE:BLK), KGH Ltd., The Vanguard Group, Inc., Capital Research Global Investors and others for approximately $1.6 billion on June 10, 2024. As part of the transaction, Diamond shareholders will receive 0.2316 shares of Noble, plus cash consideration of $5.65 per share for each share of Diamond stock, an 11.4% premium to closing stock prices on June 7, 2024, representing 64% stock / 36% cash ($600 million total cash consideration). Upon closing, Diamond shareholders will own approximately 14.5% of Noble’s outstanding shares and Noble shareholders will hold 85.5% stake. The implied cash and stock consideration to be received by Diamond shareholders is $15.52 per share, representing a premium of 11.4% to Diamond’s closing share price on June 7, 2024. Noble intends to fund the cash portion of the transaction through new debt financing, which Noble has secured through a $600 million committed bridge financing facility. At closing, the Noble Board of Directors will be expanded to include one member from the Diamond Board. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals and the approval of Diamond shareholders. The transaction has been unanimously approved by the Board of Directors of each company. The transaction is expected to close by the first quarter of 2025. Morgan Stanley & Co. LLC is acting as lead financial advisor to Noble and has provided committed financing. Wells Fargo and SB1 Markets also acted as financial advisors to Noble. Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisor to Noble. Guggenheim Securities, LLC and TPH&Co., the energy business of Perella Weinberg Partners, are acting as lead financial advisors to Diamond. Kirkland & Ellis LLP is acting as legal advisor to Diamond.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.11 (vs US$0.071 in 1Q 2023)First quarter 2024 results: EPS: US$0.11 (up from US$0.071 in 1Q 2023). Revenue: US$274.6m (up 28% from 1Q 2023). Net income: US$11.6m (up 61% from 1Q 2023). Profit margin: 4.2% (up from 3.4% in 1Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Energy Services industry in Europe.
공시 • Apr 19Diamond Offshore Drilling, Inc. to Report Q1, 2024 Results on May 07, 2024Diamond Offshore Drilling, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024
공시 • Mar 29Diamond Offshore Drilling, Inc., Annual General Meeting, May 09, 2024Diamond Offshore Drilling, Inc., Annual General Meeting, May 09, 2024, at 08:30 Central Standard Time. Location: Boardroom A of the Customer Connection Center located at 757 N. Eldridge Parkway, Houston Texas United States Agenda: To elect two directors, each to serve a term of one year expiring at the annual meeting of stockholders to be held in 2025 and until his/her respective successor is duly elected and qualified or until his/her earlier death, resignation, disqualification or removal; to hold an advisory vote on executive compensation; to ratify the appointment of Deloitte & Touche LLP as the independent auditor for our company and its subsidiaries for fiscal year 2024; and to transact such other business as may properly come before the meeting or any adjournments or postponements.
공시 • Mar 15Diamond Offshore Drilling, Inc. Appoints Jon L. Richards as Senior Vice President and Chief Operating OfficerOn March 14, 2024, Diamond Offshore Drilling, Inc. appointed Jon L. Richards as Senior Vice President and Chief Operating Officer, effective immediately. Mr. Richards, age 50, has served as the Company’s Senior Vice President, Worldwide Operations since April 2020. From 2012 through 2020, he served as the Company’s Vice President, Operations. Mr. Richards joined the Company in 1997 and has worked in a wide variety of operational roles, including leadership positions of increasing responsibility and global scope. In connection with this appointment, Mr. Richards will receive an increase in his annual base salary from $428,000 to $475,000. Mr. Richards will continue to report to Bernie Wolford, Jr., President and Chief Executive Officer.
Reported Earnings • Feb 29Full year 2023 earnings released: US$0.44 loss per share (vs US$1.03 loss in FY 2022)Full year 2023 results: US$0.44 loss per share (improved from US$1.03 loss in FY 2022). Revenue: US$1.06b (up 46% from FY 2022). Net loss: US$44.7m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Energy Services industry in Europe.
공시 • Feb 07Diamond Offshore Drilling, Inc. to Report Q4, 2023 Results on Feb 27, 2024Diamond Offshore Drilling, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 27, 2024
Buy Or Sell Opportunity • Jan 30Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €11.56. The fair value is estimated to be €14.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 294% in the next 2 years.
Reported Earnings • Nov 09Third quarter 2023 earnings released: US$1.42 loss per share (vs US$0.055 profit in 3Q 2022)Third quarter 2023 results: US$1.42 loss per share (down from US$0.055 profit in 3Q 2022). Revenue: US$224.9m (up 19% from 3Q 2022). Net loss: US$145.0m (down US$150.5m from profit in 3Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Energy Services industry in Europe.
공시 • Oct 18Diamond Offshore Drilling, Inc. to Report Q3, 2023 Results on Nov 06, 2023Diamond Offshore Drilling, Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023
New Risk • Oct 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).
New Risk • Sep 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
Board Change • Aug 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Peakes is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: US$2.35 (vs US$0.22 loss in 2Q 2022)Second quarter 2023 results: EPS: US$2.35 (up from US$0.22 loss in 2Q 2022). Revenue: US$281.6m (up 59% from 2Q 2022). Net income: US$238.8m (up US$260.7m from 2Q 2022). Profit margin: 85% (up from net loss in 2Q 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Energy Services industry in Europe.
Board Change • Jul 13High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Adam Peakes is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$0.071 (vs US$0.34 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.071 (up from US$0.34 loss in 1Q 2022). Revenue: US$232.0m (up 54% from 1Q 2022). Net income: US$7.23m (up US$41.6m from 1Q 2022). Profit margin: 3.1% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Energy Services industry in Europe.
Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2023The 3 analysts covering Diamond Offshore Drilling previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$3.21m in 2023. Earnings growth of 96% is required to achieve expected profit on schedule.
Recent Insider Transactions • Mar 05Senior VP & CFO recently sold €115k worth of stockOn the 1st of March, Dominic Savarino sold around 10k shares on-market at roughly €11.48 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Dominic's only on-market trade for the last 12 months.
Reported Earnings • Mar 04Full year 2022 earnings released: US$1.03 loss per share (vs US$19.13 loss in FY 2021)Full year 2022 results: US$1.03 loss per share (improved from US$19.13 loss in FY 2021). Revenue: US$841.3m (up 36% from FY 2021). Net loss: US$103.2m (loss narrowed 95% from FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Energy Services industry in Europe.
공시 • Feb 11Diamond Offshore Drilling, Inc., Annual General Meeting, May 10, 2023Diamond Offshore Drilling, Inc., Annual General Meeting, May 10, 2023.
공시 • Feb 08Diamond Offshore Drilling, Inc. to Report Q4, 2022 Results on Feb 27, 2023Diamond Offshore Drilling, Inc. announced that they will report Q4, 2022 results After-Market on Feb 27, 2023
Board Change • Nov 17High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 09Third quarter 2022 earnings released: EPS: US$0.055 (vs US$0.052 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.055 (up from US$0.052 loss in 3Q 2021). Revenue: US$189.9m (up 3.7% from 3Q 2021). Net income: US$5.51m (up US$10.7m from 3Q 2021). Profit margin: 2.9% (up from net loss in 3Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Energy Services industry in Europe.
공시 • Oct 20Diamond Offshore Drilling, Inc. to Report Q3, 2022 Results on Nov 07, 2022Diamond Offshore Drilling, Inc. announced that they will report Q3, 2022 results After-Market on Nov 07, 2022
Breakeven Date Change • Oct 01Forecast to breakeven in 2023The 2 analysts covering Diamond Offshore Drilling expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 95% to 2022. The company is expected to make a profit of US$11.8m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.
Reported Earnings • Aug 11Second quarter 2022 earnings released: US$0.22 loss per share (vs US$15.02 loss in 2Q 2021)Second quarter 2022 results: US$0.22 loss per share (up from US$15.02 loss in 2Q 2021). Revenue: US$176.9m (up 37% from 2Q 2021). Net loss: US$21.9m (loss narrowed 99% from 2Q 2021).
공시 • Aug 03Diamond Offshore Drilling, Inc. to Report Q2, 2022 Results on Aug 10, 2022Diamond Offshore Drilling, Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 10, 2022
Reported Earnings • May 11First quarter 2022 earnings released: US$0.34 loss per share (vs US$2.62 loss in 1Q 2021)First quarter 2022 results: US$0.34 loss per share (up from US$2.62 loss in 1Q 2021). Revenue: US$150.3m (up 23% from 1Q 2021). Net loss: US$34.4m (loss narrowed 91% from 1Q 2021).
Board Change • May 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Apr 05High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Director Ane Launy is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.