Borr Drilling Yönetim
Yönetim kriter kontrolleri 2/4
Borr Drilling CEO'su Bruno Morand, Sep2025 tarihinde atandı, in görev süresi bir yıldan az. şirketin hisselerinin 0.047% doğrudan sahiptir ve bu hisselerin değeri $ 884.43K dir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.2 yıl ve 3.6 yıldır.
Anahtar bilgiler
Bruno Morand
İcra Kurulu Başkanı
n/a
Toplam tazminat
| CEO maaş yüzdesi | n/a |
| CEO görev süresi | less than a year |
| CEO sahipliği | 0.05% |
| Yönetim ortalama görev süresi | 2.2yrs |
| Yönetim Kurulu ortalama görev süresi | 3.6yrs |
Son yönetim güncellemeleri
Recent updates
BORR: Contract Wins And Fleet Expansion Will Not Offset Weak Crude Prices
Analysts have raised their price target for Borr Drilling from $4.00 to $5.00, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as the key factors behind the change. What's in the News Borr Drilling reported that Arabia III has resumed operations offshore Saudi Arabia, with Groa in Qatar and Arabia II in the UAE expected to recommence work during April 2026.
BORR: Future Fleet Acquisitions Will Drive A Stronger Contracted Backlog
Analysts have kept their average $6.50 price target for Borr Drilling unchanged, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E expectations as the main reasons for maintaining their view. What's in the News Borr Drilling announced new contract commitments for four premium jack up rigs, including a binding letter of award for Prospector 5 in Gabon covering a four well program of at least 320 days starting in Q3 2026, with options that may add up to 220 days.
BORR: Premium Rig Expansion And New Contracts Will Support Future Upside
Analysts now set a higher price target for Borr Drilling at about $5.84, up from $4.64, as they refresh their assumptions on discount rate, growth, margins and future price-to-earnings (P/E) expectations. What's in the News Borr Drilling reported an operational update after recent hostilities in the Arabian Gulf, with three jack up rigs in Qatar and the UAE down manned as a precaution and all personnel reported safe following an incident affecting the Arabia III on a customer platform on March 7, 2026 (Key Developments).BORR: Fleet Expansion And New Contracts Will Drive A More Optimistic Outlook
Analysts have updated their price target on Borr Drilling to reflect revised assumptions on revenue growth, profit margins, and a higher forward P/E multiple. They are maintaining their estimate of fair value at $6.50 per share.Borr Drilling: Share Price Is Not Supported By Future Revenues
Feb 23BORR: Fleet Expansion And Dual Listing Will Shape A Balanced Outlook
Analysts have raised their price target on Borr Drilling from $4.00 to $6.50, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that they consider better aligned with the current outlook for the business. What's in the News Borr Drilling completed the acquisition of five premium jack-up rigs from Noble Corporation for a total purchase price of $360 million, increasing its fleet to 29 rigs and reinforcing its position as a pure-play owner of premium jack-up rigs (Key Developments).BORR: Offshore Contract Momentum Will Likely Be Constrained By Crude Price Weakness
The analyst price target for Borr Drilling has increased from $4.25 to $4.64 as analysts point to more constructive offshore drilling commentary and recent contract activity, while still acknowledging that lower crude prices could weigh on dayrates and the timing of an upturn. Analyst Commentary Recent research highlights a mix of optimism and caution around Borr Drilling, with some analysts adjusting price targets higher while others focus on risks tied to crude prices and contract timing.BORR: Weak Crude Prices Will Limit Benefits From Offshore Contract Recovery
Analysts have lifted their price target on Borr Drilling to US$4.00 from US$3.75, citing more constructive offshore contracting activity alongside updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research updates on Borr Drilling highlight a mix of optimism around offshore contracting and caution around the broader oil backdrop and valuation assumptions.BORR: Lower Crude Prices Will Restrain Benefits From New Offshore Contracts
Analysts have raised their price targets on Borr Drilling to a range of about $3.60 to $3.75, up from $3.25 at the low end. They cited more positive commentary from offshore drillers on recent contract signings, even as lower crude prices may still slow any improvement in day rates.BORR Will Balance New Rig Acquisition And Offshore Recovery Uncertainty
Analysts have lifted their price target on Borr Drilling to $3.75 from $2.80, citing improving sentiment around offshore drilling activity and new contract signings, while acknowledging that persistently low crude prices could still delay a full recovery. Analyst Commentary Recent Street research reflects a cautiously constructive stance on Borr Drilling, with modest price target increases tempered by lingering concerns over the pace and durability of the offshore recovery.BORR: Offshore Contract Momentum And Fleet Expansion Will Support Measured Future Upside
Analysts have raised their price target on Borr Drilling from $3.99 to $4.25, citing an improving offshore contracting backdrop that supports stronger revenue growth, expanding profit margins, and a lower perceived risk profile. Analyst Commentary Recent research updates highlight a gradually improving stance on Borr Drilling as contract activity in the offshore market picks up, even as macro risks remain.BORR: Improved Sector Demand and New Contracts Will Drive Future Profit Margins
Borr Drilling's fair value estimate has been raised from $3.37 to $3.99 per share. Analysts highlight improving contract activity and a more optimistic outlook in the offshore drilling sector, despite some ongoing crude price concerns.BORR: Future Profit Margins And Industry Outlook Will Balance Weaker Revenue
Analysts have lowered their fair value estimate for Borr Drilling from $3.10 to $3.37. They cite weaker expected revenue growth, but note better profit margins and a reduced discount rate in their updated forecasts.Middle East Tenders May Stabilize Day Rates, But Cash Flow Risks In Mexico Remain
Analysts raised Borr Drilling’s price target to $3.80 as resilient 7G drillship utilization and improved valuation outweighed lingering concerns over offshore activity and sector uncertainty. Analyst Commentary Bearish analysts cite ongoing softness in offshore drilling activity and macro uncertainty, particularly relating to a slowdown in the overall offshore cycle.
Middle East Tenders May Stabilize Day Rates, But Cash Flow Risks In Mexico Remain
Completing the newbuild program and lower CapEx could boost cash flows and enhance margins and earnings.Borr Drilling: My Conviction In This Investment Has Increased
Feb 03Borr Drilling: Leading The Jack-Up Offshore Drilling Market
Jan 14The Bottom Fishing Club: If Oil Spikes, Borr Drilling Could Be A Huge Winner
Jan 06Borr Drilling: 3 Reasons To Look Beyond The Current Selloff
Nov 25Borr Drilling: Back Into Value Territory After The Sell-Off
Nov 05Borr Drilling: Upgrading On A Strong Outlook And Commitment To Capital Returns - Buy
Aug 19Borr Drilling: Generous Dividend Increase Is A Strong Sign Of Confidence - Hold
Jun 09Borr Drilling: Downgrading On Potential Saudi Aramco Jackup Market Impact
Mar 30Borr Drilling: Fundamentals Remain Strong
Mar 15Borr Drilling: Record Profits Ahead As Rig Fleet Is Sold Out
Feb 08Borr Drilling: Still Undervalued, But The Easy Money Has Already Been Made
Jan 05Borr Drilling: Jackup Market Expected To Remain Strong - Buy
Dec 16Borr Drilling: The Rating Agencies Are Turning Positive Too
Nov 15Borr Drilling - Refinancing Terms Disappoint But Weakness Seems Overdone
Nov 07Borr Drilling: The Jack-Ups Orderbook Is At 20-Year Lows
Sep 11Borr Drilling: Q2 Results And Outlook Disappoint - Buy On Weakness
Aug 18Borr Drilling: Accelerated Refinancing Could Provide A Near-Term Catalyst - Buy
Jun 05Borr Drilling: Impressive Results And Outlook - Buy
Jan 25CEO
Bruno Morand (42 yo)
less than a year
Görev süresi
Mr. Bruno Morand is Chief Executive Officer of Borr Drilling Limited from September 1, 2025. Mr. Morand was Chief Commercial Officer of Borr Drilling Limited from June 2023 to September 1, 2025. He served...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Executive Chairman of the Board | 2.6yrs | Veri yok | 0.52% $ 9.8m | |
| Chief Executive Officer | less than a year | Veri yok | 0.047% $ 884.4k | |
| Chief Financial Officer | 5.4yrs | Veri yok | 0.046% $ 872.2k | |
| Founder & Director | no data | Veri yok | 8.5% $ 159.5m | |
| Chief Operating Officer | 5.2yrs | Veri yok | Veri yok | |
| Chief Accounting Officer | 5.1yrs | Veri yok | Veri yok | |
| Vice President of Treasury & IR | no data | Veri yok | Veri yok | |
| General Counsel & Senior VP | less than a year | Veri yok | Veri yok | |
| Senior Vice President of HR | 2.9yrs | Veri yok | Veri yok | |
| Senior VP of Operations Finance & Tax | 1.5yrs | Veri yok | Veri yok | |
| Senior Vice President of Commercial | less than a year | Veri yok | Veri yok | |
| Company Secretary & Director | 4.2yrs | Veri yok | Veri yok |
2.2yrs
Ortalama Görev Süresi
48.5yo
Ortalama Yaş
Deneyimli Yönetim: BORR 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.2 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Executive Chairman of the Board | 2.6yrs | Veri yok | 0.52% $ 9.8m | |
| Founder & Director | 9.8yrs | Veri yok | 8.5% $ 159.5m | |
| Company Secretary & Director | 4.2yrs | Veri yok | Veri yok | |
| Independent Director | 7.3yrs | Veri yok | 0.089% $ 1.7m | |
| Lead Independent Director | 3.1yrs | Veri yok | 0.016% $ 304.3k | |
| Independent Director | 2.6yrs | Veri yok | 0.12% $ 2.2m | |
| Director | less than a year | Veri yok | Veri yok | |
| Independent Director | 6.4yrs | Veri yok | 0.070% $ 1.3m |
3.6yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: BORR 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.6 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/03 14:03 |
| Gün Sonu Hisse Fiyatı | 2026/05/01 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Borr Drilling Limited 11 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | ABG Sundal Collier |
| Gregory Lewis | BTIG |
| Scott Gruber | Citigroup Inc |