Seadrill Limited

NYSE:SDRL Stok Raporu

Piyasa değeri: US$3.0b

Seadrill Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

Seadrill şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

0.1%

Geri Alım Getirisi

Toplam Hissedar Getirisi0.1%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Recent updates

Analiz Güncellemesi May 02

SDRL: Contract Backlog Gains And Buybacks Will Support Balanced Future Outlook

Analysts have lifted their price target on Seadrill from about $43.50 to roughly $51.71, citing updated assumptions that include a lower discount rate, revised revenue growth and profit margin estimates, and a higher future P/E multiple. What's in the News Seadrill secured two new contracts with LLOG Exploration Company LLC, a Harbour Energy subsidiary, in the U.S. Gulf that add about US$260 million to its contract backlog.
Analiz Güncellemesi Apr 18

SDRL: Contract Backlog Expansion Will Support Future Upside Potential

Analysts have modestly raised their price target on Seadrill to $76.37 from $75.41, citing updated assumptions that include a higher projected revenue growth rate, a slightly lower profit margin and a marginally lower future P/E multiple. What's in the News Seadrill announced a 1,095-day contract extension with Petrobras for the ultra-deepwater drillship West Polaris on the Búzios field offshore Brazil, adding about US$480 million to contract backlog.
Analiz Güncellemesi Apr 04

SDRL: Growing Backlog And CEO Transition Will Support Future Upside

Analysts have adjusted their price target for Seadrill to $75.41. The change is linked to updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations.
Analiz Güncellemesi Mar 21

SDRL: New Leadership And Contract Wins Will Support Balanced Outlook

Analysts have raised their fair value estimate for Seadrill from $32.00 to $41.00, citing updated assumptions that combine a slightly lower discount rate with revised expectations for revenue growth, profit margins, and future P/E levels. What's in the News The Board of Directors appointed Samir Ali as Chief Executive Officer on March 12, 2026, replacing Simon Johnson, after Ali served as Executive Vice President and Chief Commercial Officer since August 2022 (Key Developments).
Analiz Güncellemesi Mar 06

SDRL: Expanding Contract Backlog Will Support Future Upside Potential

Analysts have trimmed their price target on Seadrill by about $2 to reflect updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Reported an unaudited loss on impairment of long lived assets of $22 million for the fourth quarter ended December 31, 2025 (company announcement).
Analiz Güncellemesi Feb 20

SDRL: Expanding Offshore Contract Backlog Will Support Future Upside Potential

Analysts have raised their Seadrill price target to $77.54 from $74.12, citing updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and a modestly reduced future P/E multiple. What's in the News Equinor Brasil Energia exercised a one year option for the ultra deepwater drillship West Saturn, adding US$114 million to Seadrill's contract backlog and extending that contract through October 2027 (Key Developments).
Analiz Güncellemesi Feb 05

SDRL: Contract Backlog Expansion Will Support Future Upside Potential

Analysts have raised their price target on Seadrill to reflect slightly lower required returns and marginally higher expectations for revenue growth, profit margins, and future P/E. They view the updated assumptions as better aligned with the company’s current risk and earnings profile.
Analiz Güncellemesi Jan 21

SDRL: New Rig Contracts And Buybacks Will Support Future Upside

Analysts have slightly increased their price target on Seadrill to account for minor updates in fair value, discount rate, revenue growth, profit margin, and future P/E assumptions, resulting in a modest increase in their overall valuation assessment. What's in the News Seadrill announced new contract awards for three rigs, including the West Neptune in the U.S. Gulf with LLOG Exploration, a four month program that is expected to add about $48 million to backlog.
Analiz Güncellemesi Jan 06

SDRL: New Offshore Contracts And Buybacks Will Support Future Upside

Analysts have trimmed their price target on Seadrill by US$0.49 per share, citing slightly lower discount rate assumptions, modestly higher projected revenue growth and profit margins, and a marginally reduced future P/E multiple in their updated models. What's in the News Seadrill announced new contract awards for the West Neptune, Sevan Louisiana and Sonangol Quenguela rigs, covering work in the U.S. Gulf and offshore Angola (Client Announcements).
Analiz Güncellemesi Dec 14

SDRL: Share Repurchases And Rising Profitability Will Support Strong Future Upside

Analysts have modestly lowered their price target on Seadrill to reflect a slightly higher profit outlook, offset by a reduced fair value estimate of approximately 4 percent and a marginally softer long term growth profile. What's in the News Seadrill has completed its previously announced share buyback program, repurchasing a total of 6,714,252 shares, equivalent to 9.86% of shares outstanding, for $292 million under the May 16, 2024 authorization (company filing).
Seeking Alpha Jul 04

Seadrill Limited: Weak Outlook, But A Cheap Way To Acquire Additional Rigs

Summary Seadrill trades below its replacement and intrinsic value. The company boasts a strong balance sheet, significant share buybacks, and a healthy backlog, making it a potential acquisition target. Despite industry consolidation and Seadrill's attractive fleet, re-contracting issues and market weakness limit near-term upside. While there is 40% potential upside and acquisition optionality, I rate Seadrill as a hold due to better alternatives in the industry. Read the full article on Seeking Alpha
Seeking Alpha Mar 13

Seadrill: Well-Positioned For Stormy Market Conditions

Summary Seadrill Limited added $1 billion in backlogs and repurchased $100 million in shares, securing future revenues and rewarding shareholders. Despite market pessimism and legal issues, SDRL's strong contracts and young fleet position it well for future growth. SDRL's valuation is attractive, trading at 0.51x book value, with significant upside potential due to share buybacks and a solid balance sheet. I rate SDRL a buy, given its robust market position, sound financials, and potential for a sentiment-driven price rebound. Read the full article on Seeking Alpha
Seeking Alpha Mar 05

Seadrill: Capitulation Is Coming, We're Buying The Dip

Summary Seadrill Limited, despite being the smallest major deep-water driller, has a clean balance sheet, low net debt, and is generating 20X EBITDA from three years ago. Analysts rate Seadrill as a buy, with price targets between $42-$80, presenting a favorable risk/reward for risk-tolerant investors. Seadrill's strong EV/EBITDA ratio, high operating margins, and strategic fleet positioning in the Deep Water "Golden Triangle" support its buy thesis. Despite market challenges, Seadrill's share buyback program, significant backlog, and potential for reactivation of idle rigs make it a compelling investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha Dec 14

Seadrill Limited: Strong Execution On Drilling Activity- Hold

Summary Seadrill Limited's Q3 2024 earnings beat expectations, with a 51.98% YoY increase in net income, despite a 14.5% YoY revenue decline. The company raised its FY 2024 EBITDA guidance to $385 million, driven by strong contracts in the U.S. Gulf of Mexico and Brazil. Seadrill's innovative technologies and significant contracts, particularly with Petrobras, position it well for future growth, despite risks from increased operating expenses. Seadrill is rated as a hold due to strong earnings guidance and strategic execution, but high dependence on the Louisiana project and reduced operating profits are concerns. Read the full article on Seeking Alpha
Seeking Alpha Sep 23

Seadrill: Potential M&A, Industry Tailwinds Will Support Growth Acceleration

Summary Initiating coverage on Seadrill Limited with a "Buy" rating and a 12-18 month investment horizon due to attractive valuation and positive industry tailwinds. Positive industry outlook driven by expected higher oil prices, expansionary monetary policies, and increasing investments in deepwater drilling projects. Strong fundamentals with high financial flexibility, low leverage, and significant cash flow visibility support potential acquisitions and organic growth. Seadrill is undervalued, trading below book value and at a discount to peers, with potential for valuation uplift through acquisitions or mergers. Read the full article on Seeking Alpha
Seeking Alpha Sep 12

Seadrill: Short-Term Headwinds Provide Buying Opportunity

Summary Seadrill reported strong Q2/2024 results, driven by higher management fees and bareboat charter revenues from the company's Sonadrill joint venture in Angola. Aggressive share buybacks continued during the quarter. Over the past 12 months, Seadrill has repurchased almost 20% of the company's outstanding shares. However, management provided a rather cautious view on near-term industry prospects with underwhelming contracting activity now expected to extend well into next year. As a result, I have reduced forward profitability expectations quite meaningfully and assigned a lower EV/Adjusted EBITDA multiple. With the weaker near-term outlook likely priced into the shares and both 2025 and 2026 still expected to show substantial improvement in profitability and cash generation, I am reiterating my "Buy" rating on the stock while lowering my price target from $62 to $50. Read the full article on Seeking Alpha
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Yeni Analiz Sep 09

Calculated Moves In Brazil And The Golden Triangle Position Company For Robust Earnings Growth

Strategic focus on long-term contracts in Brazil and conversations for future work in West Africa indicate planning for stable revenue and market penetration.
Seeking Alpha Aug 22

Seadrill Q2 2024: Mixed Results, Exacerbated By A Lowered Guidance, Reiterate Buy

Summary Seadrill reporting mixed earnings results, coupled with a lowered guidance, put pressure on the stock price. Demand has not yet materialized into more contract awards. This is attributed to several reasons, including a supply chain issue. These headwinds are likely to resolve in 2H25. Market fundamentals remain supportive of day rates. Benign floater marketed utilization rate was at 86% despite reactivations. We believe incremental demand will be sufficient to absorb stranded capacity. We revised our forecast to reflect fewer operating days for lower-spec rigs. Our fair value estimate is $69 per share, implying a 7x forward EV/Adjusted EBITDA. Risks to our call include lower-spec rigs unable to find work and potential contract awards being pushed to the right. Read the full article on Seeking Alpha
Seeking Alpha Jul 29

Seadrill: Re-Contracting At Higher Dayrates Will Drive The Stock Price

Summary Seadrill is an offshore drilling company focusing on the floater market, with its fleet primarily located in the Deepwater Golden Triangle. Demand for offshore rigs will remain robust due to high oil prices thanks to extended OPEC+ cuts, the growing petrochemical sector, and EV hiccups. Offshore projects will be highly demanded given improved economics. The market will remain undersupplied as newbuilding prices and reactivation cost a fortune. We believe SDRL will realize higher dayrates starting primarily in late 2024 and 2025, as older contracts roll off. Our fair value estimate is $79/share (51% upside) by 2025F, assuming no multiple expansions. Investment risks include lower oil demand due to decarbonization measures and out-of-service and no contract periods. Read the full article on Seeking Alpha
Seeking Alpha Jun 04

Seadrill: Expect More Buybacks Following Qatar Jackup Fleet Sale - Buy

Summary Last month, leading offshore driller Seadrill reported Q1/2024 results largely in line with expectations. In recent quarters, the company has repurchased 10.4 million common shares for aggregate consideration of $469 million. Following the sale of the Qatar jackup fleet for $338 million in cash proceeds, aggressive buybacks are likely to continue for the time being. On a less positive note, SDRL is facing more idle time on a number of floaters next year, which is likely to weigh on profitability going forward. However, the potential impact should be more than offset by accretion from additional share repurchases. With a best-in-class balance sheet and strong focus on shareholder capital returns, Seadrill remains one of the most solid investments in the offshore drilling industry. Reiterating "Buy" rating with an increased price target of $62. Read the full article on Seeking Alpha
Analiz Makalesi May 28

Investors Will Want Seadrill's (NYSE:SDRL) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Analiz Makalesi Apr 03

Seadrill (NYSE:SDRL) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Mar 26

Seadrill: Prepare For Earnings Inflection Next Year, Buy

Summary Leading offshore driller Seadrill reported fourth quarter and full-year 2023 results in line with management's projections. While the company generated $92 million in free cash flow, margins were impacted by a material increase in operating expenses. Seadrill authorized a new $250 million share buyback program and expects a year of transition in 2024 with elevated out-of-service time and reduced profitability. Management expects 2024 to be a transition year with elevated out-of-service time resulting from a heavy special periodic survey schedule and material contract preparation requirements for the drillships West Auriga and West Polaris. However, 2025 should see an inflection in earnings and cash generation for the company. Consequently, I am reiterating my "Buy" rating on the shares with a slightly reduced price target of $60. Read the full article on Seeking Alpha
Seeking Alpha Jan 04

Seadrill: Buy On Major Contract Awards And Material Share Repurchase Activity

Summary Seadrill Limited secured two major contract awards with Petrobras offshore Brazil for drillships "West Auriga" and "West Polaris" with an aggregate value of $1.1 billion thus increasing backlog by 40%. Adjusted for mobilization fees and required additional services, "clean" dayrates are estimated at $450,000 (West Auriga) and $400,000 (West Polaris) which still represent decent numbers for Brazil. Reducing 2024 expectations to account for anticipated idle time and upgrade requirements ahead of contract commencement in November but increasing 2025 projections. With earnings and cash generation projected to reach an inflection point next year in combination with a healthy balance sheet and ongoing commitment to share repurchases, Seadrill remains a top pick in the offshore drilling space. Reiterating "Buy" rating and raising price target from $60 to $62. Read the full article on Seeking Alpha
Seeking Alpha Nov 30

Seadrill: Investment Case Remains Compelling

Summary Seadrill receives a buy rating due to attractive market fundamentals, compelling valuation, and high capital returns. Q3 results exceed expectations, with strong revenue and EBITDA performance. Seadrill announced additional share buybacks and reinforced its positive outlook on market fundamentals. SDRL shares remain very attractive at the current valuation. Read the full article on Seeking Alpha
Seeking Alpha Nov 01

Seadrill Warns Of Near-Term Headwinds, But Long-Term Outlook Still Solid

Summary After marking a new 52-week high in early September, shares of leading offshore driller Seadrill Limited have retreated by almost 20% in recent weeks. The setback would have likely been much worse without the company aggressively buying back shares in the open market under its recently announced $250 million share repurchase program. In a recent presentation, the company warned of near-term headwinds from increased idle time, inflationary pressures, and heavy maintenance requirements. As a result, I would expect earnings inflection to be pushed out to 2025. Reiterating "Buy" while assigning a price target of $60 based on a 2025e EV/Adjusted EBITDA of 6x. Read the full article on Seeking Alpha
Seeking Alpha Aug 29

Seadrill: Bet On Rigs Deficit And Rising Oil Prices

Summary The current decade will be dominated by structural inflation and higher commodity prices. Oil and gas drillers will benefit significantly from those dynamics. Seadrill is well-positioned to take advantage. It has the youngest fleet among its peers, prudent management with industry expertise, and a rising backlog. I give Seadrill a buy rating because of strong macro tailwinds despite being overvalued compared to NAV at 10%. Read the full article on Seeking Alpha
Seeking Alpha Aug 21

Seadrill: More Good News But Management Still Guarded, Buy On Weakness

Summary Last week, leading offshore driller Seadrill Limited reported decent second quarter results boosted by the recent acquisition of Aquadrill LLC and reiterated full-year expectations. Subsequent to quarter-end, Seadrill managed to substantially increase financial flexibility by refinancing legacy debt inherited upon the company's emergence from bankruptcy last year. Following the removal of the limitations imposed by the legacy credit facilities, Seadrill's Board of Directors approved a $250 million share repurchase authorization. However, investors should not expect material buyback activity anytime soon as near-term cash flows remain impacted by low-margin legacy contracts and an elevated number of special periodic survey requirements. While I wouldn't chase the shares following the most recent rally, investors should consider using any major weakness to initiate or add to existing positions based on ongoing, strong industry conditions and an anticipated large increase in profitability and cash flow generation next year. Read the full article on Seeking Alpha
Seeking Alpha Jul 13

Seadrill: Appealing Valuation And Multiple Potential Catalysts

Summary Seadrill, an offshore drilling contractor, is an attractive investment opportunity due to its compelling valuation and potential catalysts. We are in the beginning of a multi-year industry upcycle. Our investment case however relies on mark-to-market day rates, not pricing in further increases. At a very conservative multiple, Seadrill offers 20% upside. We recommend building a long position on Seadrill shares. Read the full article on Seeking Alpha
Seeking Alpha May 24

Seadrill: Buy On Inexpensive Valuation While Waiting For Earnings Power To Unfold

Summary Leading offshore driller reports improved first quarter results with strong Adjusted EBITDA margins but somewhat limited cash generation. Contracting activity during the quarter was weak. Following the completion of the Aquadrill acquisition in early April, the combined company's backlog stands at $2.6 billion. The company is looking for near-term capital structure improvements in order to establish a sustainable shareholder returns policy. Outlook for the remainder of the year points to constructive margin expectations and meaningful free cash flow generation. While it will take another couple of years for Seadrill's full earnings and cash generation potential to unfold, investors should consider taking advantage of the company's inexpensive valuation by scaling into the shares on pullbacks. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

Seadrill agrees to acquire Aquadrill LLC for $958M in all-stock deal

Seadrill Limited (NYSE:SDRL) to acquire Aquadrill in an all-stock deal for ~$958M, based on Seadrill's 30-day volume-weighted average share price as of 22 December 2022. With the addition, Aquadrill unitholders and equity award holders will in aggregate receive 30,645,160 common shares of Seadrill. Seadrill shareholders and Aquadrill unitholders will own 62% and 38%, respectively, of the outstanding common shares in the company. Pursuant to the deal, Aquadrill will become a wholly owned subsidiary of Seadrill. The move creates an industry-leading offshore drilling company, with a modern and high specification fleet and a streamlined cost structure and presents a compelling strategic rationale for all stakeholders. The company will be uniquely positioned to rapidly integrate and realize identified and achievable synergies of at least $70M annually on a run-rate basis. All synergies are expected to be fully realized within two years of closing the transaction.  The company will remain named Seadrill Limited and will continue to be domiciled in Hamilton, Bermuda. Julie Robertson and Simon Johnson will continue in their respective roles as Chair of the Board of Directors, and President and Chief Executive Officer.  The deal has been approved by the boards of both Seadrill and Aquadrill, however does not require Seadrill shareholder approval. The deal is expected to close in mid 2023.
Seeking Alpha Oct 21

Seadrill sells all of its 35% stake in Paratus Energy Services

Offshore drilling firm, Seadrill (NYSE:SDRL) on Friday announced that it will sell all of its 35% stakes in Paratus Energy Services, formerly know as Seadrill New Finance Limited, and certain other interests. Paratus Energy Services Limited is the entity through which investments in SeaMex Group, Seabras Sapura and Archer Ltd are held. Completion of the sale is anticipated to occur within the fourth quarter of 2022 or early 2023.

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: SDRL şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: SDRL şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.


Piyasaya Karşı Temettü Getirisi

Seadrill Piyasaya Karşı Temettü Getirisi
SDRL temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (SDRL)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Energy Services)1.7%
Analist tahmini (SDRL) (3 yıla kadar)0%

Önemli Temettü: SDRL şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, SDRL şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: SDRL şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: SDRL herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 12:20
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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

Seadrill Limited 35 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Sungeun KimBarclays
James WestBarclays
Scott GruberBernstein