Odfjell Drilling Ltd.

OB:ODL 주식 리포트

시가총액: NOK 21.7b

Odfjell Drilling 향후 성장

Future 기준 점검 2/6

Odfjell Drilling (는) 각각 연간 5.5% 및 2.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.6% 로 예상됩니다.

핵심 정보

5.5%

이익 성장률

5.43%

EPS 성장률

Energy Services 이익 성장8.5%
매출 성장률2.1%
향후 자기자본이익률18.61%
애널리스트 커버리지

Low

마지막 업데이트16 Jul 2026

최근 향후 성장 업데이트

분석 기사 May 15

Earnings Beat: Odfjell Drilling Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Odfjell Drilling Ltd. ( OB:ODL ) just released its first-quarter report and things are looking bullish. Odfjell...
분석 기사 Aug 22

Odfjell Drilling Ltd. Just Beat EPS By 70%: Here's What Analysts Think Will Happen Next

Odfjell Drilling Ltd. ( OB:ODL ) just released its quarterly report and things are looking bullish. Odfjell Drilling...
분석 기사 Feb 16

Earnings Miss: Odfjell Drilling Ltd. Missed EPS By 11% And Analysts Are Revising Their Forecasts

Investors in Odfjell Drilling Ltd. ( OB:ODL ) had a good week, as its shares rose 2.8% to close at kr63.20 following...
분석 기사 Nov 10

Results: Odfjell Drilling Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Investors in Odfjell Drilling Ltd. ( OB:ODL ) had a good week, as its shares rose 2.6% to close at kr51.80 following...

Recent updates

내러티브 업데이트 Jul 02

ODL: Dividend Strength Will Support Returns Despite More Cautious Market Outlook

The analyst price target for Odfjell Drilling has been revised lower from about NOK 113.91 to around NOK 102.21, as analysts apply a higher discount rate and more cautious revenue growth and future P/E assumptions following the recent bearish Street research. What’s in the News for Odfjell Drilling Odfjell Drilling’s Board has approved a cash dividend of $0.25 per share, totaling $60 million, for the first quarter of 2026.
내러티브 업데이트 Jun 18

ODL: Dividend Support And Margin Discipline Will Underpin Future Earnings Multiple

Analysts have trimmed their 12‑month price target for Odfjell Drilling to NOK 114.98, citing recent downgrades and updated assumptions around discount rates, profitability and future P/E multiples. Analyst Commentary Recent research on Odfjell Drilling has highlighted a mix of caution and optimism, with some analysts trimming targets while others point to areas where the company could still justify constructive views on valuation and execution.
내러티브 업데이트 Jun 04

ODL: Higher Margin Outlook And Dividend Support Will Underpin Future Earnings Multiple

Analysts have trimmed their average Odfjell Drilling price target slightly to around NOK115, reflecting modest tweaks to discount rate, margin and P/E assumptions after recent downgrades. Analyst Commentary Recent Street research has tilted more cautious on Odfjell Drilling, with downgrades reflecting reassessments of risk, earnings visibility and valuation multiples.
내러티브 업데이트 May 18

ODL: Higher Margin Outlook Will Support A More Disciplined Future Earnings Multiple

Analysts have raised the Odfjell Drilling fair value estimate to NOK 115.17 from NOK 109.57, citing updated assumptions around discount rates, profit margins, and a lower future P/E multiple, alongside a series of recent downgrades that have shifted sentiment toward a more cautious stance. Analyst Commentary Recent research has generally taken a more cautious tone.
분석 기사 May 15

Earnings Beat: Odfjell Drilling Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Odfjell Drilling Ltd. ( OB:ODL ) just released its first-quarter report and things are looking bullish. Odfjell...
내러티브 업데이트 Apr 29

ODL: Dividend Support Will Underpin Returns Despite Recent Rating Downgrades

Analysts have trimmed their outlook on Odfjell Drilling, with the average price target easing toward NOK 110 as recent downgrades to Hold reflect more cautious assumptions on growth, margins and P/E multiples. Analyst Commentary Bearish analysts are dialing back expectations for Odfjell Drilling, anchoring their views around the NOK 110 price target and reinforcing a more neutral stance on the shares.
내러티브 업데이트 Apr 15

ODL: Dividend Support Will Offset Cautious Ratings And Limit Near Term Upside

Analysts have trimmed their price target for Odfjell Drilling to NOK 110, reflecting a more cautious view on the shares after recent downgrades, even as their models now assume slightly lower discount rates, modestly higher revenue growth, stable profit margins, and a marginally higher future P/E. Analyst Commentary Recent research shows a clear shift in tone, with previously bearish analysts turning more cautious on Odfjell Drilling.
내러티브 업데이트 Mar 31

ODL: Dividend Commitment And Discounted P E Will Support Upside Potential

Analysts have trimmed their 12 month price target on Odfjell Drilling to NOK 110. This reflects slightly higher assumed discount rates, modestly adjusted growth and margin expectations, and a lower future P/E multiple after recent downgrades from DNB Carnegie and SEB Equities.
내러티브 업데이트 Mar 17

ODL: Extended Backlog And Cash Dividend Will Support Future Share Price Upside

Analysts have raised their fair value estimate for Odfjell Drilling to NOK 115.97 from NOK 106.13, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. The latest street target from SEB Equities is NOK 110 with a Hold rating.
내러티브 업데이트 Mar 03

ODL: Contract Backlog And Dividend Will Support A Cautious Steady Outlook

Analysts have adjusted their price target for Odfjell Drilling to NOK 110 from about NOK 102, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, alongside a recent downgrade to Hold. Analyst Commentary Bearish analysts have turned more cautious on Odfjell Drilling, shifting to a Hold stance while setting a NOK 110 price target.
내러티브 업데이트 Feb 17

ODL: Contract Backlog And Dividend Will Support Steady Future Share Performance

Analysts have slightly raised their price target for Odfjell Drilling, with fair value moving from NOK 101.06 to NOK 102.41. This adjustment reflects updated assumptions on revenue growth, profit margins and a lower expected future P/E multiple.
내러티브 업데이트 Feb 03

ODL: Extended Rig Backlog Will Support A Higher Future Earnings Multiple

Analysts have nudged their fair value estimate for Odfjell Drilling to $109.57, a small adjustment supported by slightly higher assumptions for revenue growth, profit margin, and future P/E, along with a modestly lower discount rate. What's in the News Odfjell Drilling signed a contract with Equinor for the Deepsea Aberdeen to drill an unspecified scope on the Norwegian Continental Shelf before moving to the Fram Sor project.
내러티브 업데이트 Jan 20

ODL: Long-Term Contract Backlog Will Support A Higher Future Multiple

Analysts have lifted their price target for Odfjell Drilling to a new fair value of NOK 109.30 from NOK 98.80, citing updated views on discount rates, revenue growth assumptions, profit margins and a higher future P/E multiple. What's in the News Odfjell Drilling signed a contract with Equinor for the Deepsea Aberdeen to drill an unspecified scope on the Norwegian Continental Shelf before moving to the Fram Sor project offshore Norway.
내러티브 업데이트 Jan 06

ODL: Extended Backlog And Dividend Will Support A Higher Share Price

Analysts have adjusted their price target on Odfjell Drilling to reflect updated assumptions on the discount rate, revenue growth, profit margin and future P/E. This has led to a revised valuation that they view as better aligned with the current risk and earnings profile.
내러티브 업데이트 Dec 17

ODL: Contract Extensions And Dividend Are Expected To Drive Shares Higher

Analysts have raised their price target on Odfjell Drilling significantly, from approximately NOK 65 to NOK 101. They cite expectations of faster revenue growth, higher profit margins, and slightly richer future valuation multiples supported by a lower perceived discount rate.
분석 기사 Dec 13

Does Odfjell Drilling (OB:ODL) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Dec 03

ODL: Extended Backlog And Cash Dividend Will Support Higher Future Share Price

Analysts have raised their price target for Odfjell Drilling to approximately $106 from about $99, citing upgraded expectations for revenue growth, slightly higher profit margins, and a modestly lower discount rate. Together, these factors support a somewhat richer valuation multiple trajectory.
내러티브 업데이트 Nov 19

ODL: Cash Dividend And Lower Discount Rate Will Drive Share Price Higher

Analysts have raised their price target for Odfjell Drilling from NOK 95.10 to NOK 99.26. This reflects adjusted expectations for growth and profitability, despite lower forecast revenue expansion.
분석 기사 Aug 22

Odfjell Drilling Ltd. Just Beat EPS By 70%: Here's What Analysts Think Will Happen Next

Odfjell Drilling Ltd. ( OB:ODL ) just released its quarterly report and things are looking bullish. Odfjell Drilling...
내러티브 업데이트 Aug 21

Modern Fleet And Long-Term Contracts Will Secure Future Position

Odfjell Drilling’s future P/E ratio has risen substantially, indicating materially lower near-term earnings expectations, while the consensus analyst price target is essentially flat, declining marginally from NOK95.36 to NOK95.10. What's in the News Special/Extraordinary Shareholders Meeting called to approve an amendment to the Executive Remuneration Policy, introducing a share option program for directors and granting share options to Simen Lieungh as Chair of the Board.
분석 기사 Aug 20

Earnings Tell The Story For Odfjell Drilling Ltd. (OB:ODL)

OB:ODL 1 Year Share Price vs Fair Value Explore Odfjell Drilling's Fair Values from the Community and select yours When...
분석 기사 Jul 30

Odfjell Drilling (OB:ODL) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Apr 17

Does Odfjell Drilling (OB:ODL) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Feb 16

Earnings Miss: Odfjell Drilling Ltd. Missed EPS By 11% And Analysts Are Revising Their Forecasts

Investors in Odfjell Drilling Ltd. ( OB:ODL ) had a good week, as its shares rose 2.8% to close at kr63.20 following...
User avatar
새로운 내러티브 Feb 06

Transition To Higher Day Rates With Deepsea Atlantic Will Strengthen Future Prospects

Transitioning to higher day rates and a solid backlog enhances revenue visibility and financial performance through 2026.
분석 기사 Jan 08

Does Odfjell Drilling (OB:ODL) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Nov 13

We Think That There Are More Issues For Odfjell Drilling (OB:ODL) Than Just Sluggish Earnings

The subdued market reaction suggests that Odfjell Drilling Ltd.'s ( OB:ODL ) recent earnings didn't contain any...
분석 기사 Nov 10

Results: Odfjell Drilling Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts

Investors in Odfjell Drilling Ltd. ( OB:ODL ) had a good week, as its shares rose 2.6% to close at kr51.80 following...
분석 기사 Oct 29

There Is A Reason Odfjell Drilling Ltd.'s (OB:ODL) Price Is Undemanding

With a price-to-earnings (or "P/E") ratio of 4.5x Odfjell Drilling Ltd. ( OB:ODL ) may be sending very bullish signals...
분석 기사 Sep 27

We Think Odfjell Drilling (OB:ODL) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 Aug 23

Estimating The Fair Value Of Odfjell Drilling Ltd. (OB:ODL)

Key Insights Using the Dividend Discount Model, Odfjell Drilling fair value estimate is kr58.03 Odfjell Drilling's...
분석 기사 Apr 28

Odfjell Drilling (OB:ODL) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Despite posting some strong earnings, the market for Odfjell Drilling Ltd.'s ( OB:ODL ) stock hasn't moved much. Our...
분석 기사 Apr 03

Odfjell Drilling (OB:ODL) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Feb 18

Odfjell Drilling Ltd. (OB:ODL) Just Reported And Analysts Have Been Lifting Their Price Targets

Investors in Odfjell Drilling Ltd. ( OB:ODL ) had a good week, as its shares rose 6.9% to close at kr44.15 following...
분석 기사 Dec 15

Odfjell Drilling (OB:ODL) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Sep 02

Industry Analysts Just Upgraded Their Odfjell Drilling Ltd. (OB:ODL) Revenue Forecasts By 13%

Odfjell Drilling Ltd. ( OB:ODL ) shareholders will have a reason to smile today, with the analysts making substantial...
분석 기사 Aug 05

Is Odfjell Drilling (OB:ODL) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Apr 04

Odfjell Drilling (OB:ODL) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

이익 및 매출 성장 예측

OB:ODL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,0402393464354
12/31/20271,0632654204604
12/31/20261,0282293764264
3/31/2026984210-202403N/A
12/31/2025901167-216402N/A
9/30/2025860143211372N/A
6/30/2025813107196350N/A
3/31/202578582187319N/A
12/31/202477665156288N/A
9/30/202476474168269N/A
6/30/2024764239189278N/A
3/31/2024756234193272N/A
12/31/2023733222199265N/A
9/30/2023708225204276N/A
6/30/202368650192264N/A
3/31/202366658199256N/A
12/31/202265075209275N/A
9/30/202262666237306N/A
6/30/202261582232302N/A
3/31/202261286195288N/A
12/31/202157253154257N/A
9/30/2021784140193305N/A
6/30/2021841131186301N/A
3/31/2021847100223347N/A
12/31/2020930135232346N/A
9/30/202079538163264N/A
6/30/202079939115235N/A
3/31/20208194660206N/A
12/31/201982333N/A198N/A
9/30/201977041N/A219N/A
6/30/201973729N/A225N/A
3/31/201972538N/A213N/A
12/31/201869823N/A221N/A
9/30/201870220N/A177N/A
6/30/201869932N/A183N/A
3/31/201868936N/A181N/A
12/31/201766235N/A166N/A
9/30/2017640-53N/A174N/A
6/30/2017629-50N/A181N/A
3/31/2017647-52N/A165N/A
12/31/2016657-64N/A199N/A
9/30/201668850N/A183N/A
6/30/2016742-123N/A261N/A
3/31/2016845-356N/A286N/A
12/31/2015927-319N/A271N/A
9/30/20151,015-385N/A325N/A

애널리스트 향후 성장 전망

수입 대 저축률: ODL 의 연간 예상 수익 증가율(5.5%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: ODL 의 연간 수익(5.5%)이 Norwegian 시장(7.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ODL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ODL 의 수익(연간 2.1%)이 Norwegian 시장(연간 0.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: ODL 의 수익(연간 2.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: ODL의 자본 수익률은 3년 후 18.6%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/29 20:36
종가2026/07/29 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Odfjell Drilling Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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