View ValuationSable Offshore 향후 성장Future 기준 점검 5/6Sable Offshore은 연간 수입과 매출이 각각 108.8%와 61.5% 증가할 것으로 예상되고 EPS는 연간 114.2%만큼 증가할 것으로 예상됩니다.핵심 정보108.8%이익 성장률114.16%EPS 성장률Oil and Gas 이익 성장6.4%매출 성장률61.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트07 May 2026최근 향후 성장 업데이트Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$160.2m in 2026. Earnings growth of 92% is required to achieve expected profit on schedule.Breakeven Date Change • Feb 28Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$6.80m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.모든 업데이트 보기Recent updatesNew Risk • May 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$761m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$761m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (65% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (€12m sold). Revenue is less than US$5m (US$1.3m revenue).공시 • May 05Sable Offshore Corp., Annual General Meeting, Jun 10, 2026Sable Offshore Corp., Annual General Meeting, Jun 10, 2026.Recent Insider Transactions • Apr 07Executive VP recently sold €4.0m worth of stockOn the 31st of March, Anthony Duenner sold around 279k shares on-market at roughly €14.47 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.1m more than they bought in the last 12 months.Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$160.2m in 2026. Earnings growth of 92% is required to achieve expected profit on schedule.Breakeven Date Change • Feb 28Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$6.80m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.공시 • Feb 03Sable Offshore Corp. has filed a Follow-on Equity Offering in the amount of $250 million.Sable Offshore Corp. has filed a Follow-on Equity Offering in the amount of $250 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingNew Risk • Dec 04New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$668m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$668m free cash flow). Shares are highly illiquid. Shareholders have been substantially diluted in the past year (63% increase in shares outstanding). Revenue is less than US$1m.공시 • Nov 27Sable Offshore Corp. Announces Executive Changes, Effective November 20, 2025On November 20, 2025, Sable Offshore Corp. announced a series of management changes. The changes include the promotion of J. Caldwell Flores, the current President of the Company, to President and Chief Operating Officer of the Company. Mr. Flores is an executive officer of the Company, as such term is defined in Rule 3b-7 promulgated under the Securities Exchange Act of 1934, as amended, and additional biographical information about Mr. Flores can be found in the Company’s definitive proxy statement for the 2025 annual meeting of shareholders, filed with the Securities and Exchange Commission on April 17, 2025. In connection with these management changes, Doss Bourgeois transitioned from Executive Vice President and Chief Operating Officer of the Company to Vice Chairman of the Company, effective November 20, 2025. The Company also made the below appointments and changes, effective November 20, 2025. None of the individuals listed below is an executive officer of the Company, as such term is defined in Rule 3b-7 promulgated under the Exchange Act. Trent Fontenot: Senior Vice President of Operations; Brian Broussard: Senior Vice President of Development; Byron Olson: Vice President, Reservoir Engineering.Board Change • Nov 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Director Michael Dillard was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측BIT:1SOC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,123446N/A625112/31/20271,200436543670312/31/20269411318947713/31/20261-498-761-386N/A12/31/2025N/A-410-769-352N/A9/30/2025N/A-364-668-291N/A6/30/2025N/A-509-473-212N/A3/31/2025N/A-547-310-175N/A12/31/2024N/A-617-258-185N/A9/30/2024N/A-626-182-163N/A6/30/2024N/A-394-153-149N/A3/31/2024N/A-251-109-109N/A12/31/2023N/A-94-70-70N/A9/30/2023N/A-80-55-55N/A6/30/2023N/A-57-38-38N/A3/31/2023N/A-32-21-21N/A12/31/2022N/A-3-2-2N/A9/30/2022N/A8-2-2N/A6/30/2022N/A19-2-2N/A3/31/2022N/A11-2-2N/A12/31/2021N/A4-2-2N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1SOC 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.3%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 1SOC (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 1SOC 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 1SOC 의 수익(연간 61.5%)이 Italian 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1SOC 의 수익(연간 61.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1SOC의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 15:26종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Sable Offshore Corp.는 4명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Subhasish ChandraBenchmark CompanyFrancis Lloyd ByrneJefferies LLCCharles MeadeJohnson Rice & Company, L.L.C.1명의 분석가 더 보기
Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$160.2m in 2026. Earnings growth of 92% is required to achieve expected profit on schedule.
Breakeven Date Change • Feb 28Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$6.80m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
New Risk • May 07New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$761m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$761m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Shareholders have been substantially diluted in the past year (65% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (€12m sold). Revenue is less than US$5m (US$1.3m revenue).
공시 • May 05Sable Offshore Corp., Annual General Meeting, Jun 10, 2026Sable Offshore Corp., Annual General Meeting, Jun 10, 2026.
Recent Insider Transactions • Apr 07Executive VP recently sold €4.0m worth of stockOn the 31st of March, Anthony Duenner sold around 279k shares on-market at roughly €14.47 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.1m more than they bought in the last 12 months.
Breakeven Date Change • Mar 31Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$160.2m in 2026. Earnings growth of 92% is required to achieve expected profit on schedule.
Breakeven Date Change • Feb 28Forecast breakeven date moved forward to 2026The 3 analysts covering Sable Offshore previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$6.80m in 2026. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
공시 • Feb 03Sable Offshore Corp. has filed a Follow-on Equity Offering in the amount of $250 million.Sable Offshore Corp. has filed a Follow-on Equity Offering in the amount of $250 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
New Risk • Dec 04New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$668m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$668m free cash flow). Shares are highly illiquid. Shareholders have been substantially diluted in the past year (63% increase in shares outstanding). Revenue is less than US$1m.
공시 • Nov 27Sable Offshore Corp. Announces Executive Changes, Effective November 20, 2025On November 20, 2025, Sable Offshore Corp. announced a series of management changes. The changes include the promotion of J. Caldwell Flores, the current President of the Company, to President and Chief Operating Officer of the Company. Mr. Flores is an executive officer of the Company, as such term is defined in Rule 3b-7 promulgated under the Securities Exchange Act of 1934, as amended, and additional biographical information about Mr. Flores can be found in the Company’s definitive proxy statement for the 2025 annual meeting of shareholders, filed with the Securities and Exchange Commission on April 17, 2025. In connection with these management changes, Doss Bourgeois transitioned from Executive Vice President and Chief Operating Officer of the Company to Vice Chairman of the Company, effective November 20, 2025. The Company also made the below appointments and changes, effective November 20, 2025. None of the individuals listed below is an executive officer of the Company, as such term is defined in Rule 3b-7 promulgated under the Exchange Act. Trent Fontenot: Senior Vice President of Operations; Brian Broussard: Senior Vice President of Development; Byron Olson: Vice President, Reservoir Engineering.
Board Change • Nov 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Director Michael Dillard was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.