It has been about a month since the last earnings report for Transocean (RIG) . Shares have added about 17.1% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Transocean due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Transocean Q1 Loss Narrower Than Expected, Rev ...

Transocean, Inc. (RIG) reported an adjusted net loss of 3 cents per share in the first quarter of 2024. The figure was narrower than the Zacks Consensus Estimate of a loss of 13 cents per share. RIG’s bottom line also improved from the year-ago period’s reported loss of 38 cents per share. This improvement can be attributed to strong first-quarter performance of RIG's Ultra-deepwater floaters segment. The offshore drilling powerhouse’s total adjusted revenues of $767 million missed the Zacks Consensus Estim ...

STEINHAUSEN, Switzerland, May 01, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE:RIG) announced today that its wholly owned and indirect subsidiary, Transocean Titan Financing Limited (the "Company" and, together with Transocean Ltd., "Transocean"), is soliciting consents ("Consents" and, such solicitation being referred to herein as, the "Consent Solicitation") from holders (the "Holders") of its outstanding 8.375% Senior Secured Notes due 2028 (the "Notes") as of 5:00 p.m. New York City time, on April 29, ...

TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number 001-38373 Transocean Ltd. (Exact name of registrant as specified in its charter) Switzerland 98-059991 ...

财务数据和关键指标变化 - 公司在第一季度实现了调整后EBITDA 1.99亿美元,调整后合同钻井收入7.67亿美元,调整后EBITDA利润率约为26% [9] - 第一季度营业和维护费用为5.23亿美元,低于预期,主要是由于活跃船队的维护延迟和合同准备成本延迟 [62] - 第二季度预计调整后合同钻井收入约为8.66亿美元,基于96.5%的平均船队收入效率 [65] - 全年调整后收入预计在36亿美元左右,较之前预期的下限 [70] - 全年营业和维护费用预计在22-23亿美元之间,较之前预期有所上升 [71] 各条业务线数据和关键指标变化 - 公司在第一季度遇到了一些挑战,导致收入效率下降至92.9%,主要包括澳大利亚和巴西合同启动延迟、Deepwater Titan钻机出现停机事件以及挪威恶劣天气影响 [38][39][40][41] - 公司已经解决了Deepwater Titan钻机的停机问题,并恢复了正常运营 [39][40] - 公司在自动化方面取得了进展,包括在挪威实现了全自动钻井、吊管和离线组管操作,以及在美国墨西哥湾部署机器人管柱系统 [43][44] 各个市场数据和关键指标变化 - 美国墨西哥湾地区供需平衡紧张,预计2025年可能短缺1台钻机 [24] - 巴西市场需求强劲,Petrobras预计到2030年需要30台浮式钻机 [27][28] - 非洲市场需求旺盛,预计到2025年至少需要4台来自其他地区的钻机 [31] - 东南亚和印度市场也有较多机会,预计可能会出现1台浮式钻机的供给缺口 [33][34] - 挪威高规格半潜式钻机市场供不应求,客户采取更多直接谈判而非招标的方式 [34][35][36] - 澳大利亚市场从2026年开始会有新的需求,预计至少需要1台额外的钻机 [37] 公司战略和发展方向及行业竞争 - 公司继续推进自动化技术,如Intelli-Wealth全自动钻井系统和机器人管柱系统,提高操作一致性和安全性 [43][44] - 公司完成了18亿美元的再融资交易,改善了资产负债表和财务灵活性 [52][53][54][57] - 公司看好未来几年的市场前景,认为行业供需将保持紧张,并有望获得更多长期合同 [16][18][20][21][22] - 公司将专注于高规格钻机,并确保将这些资产部署在战略重要的合同上,而不仅仅追求最高日费率 [129][150] 管理层对经营环境和未来前景的评论 - 管理层认为,随着日费率上升和合同期限延长,客户愿意共同投资部署新技术 [17] - 管理层对未来几年的市场前景保持乐观,认为行业供需将保持紧张,并有望获得更多长期合同 [18][20][21][22] - 管理层认为,公司目前的活跃船队基本已经被合同覆盖到年底,并正在积极谈判填补剩余可用性 [18][19][20] - 管理层预计,2025年深水领域资本支出将达到12年来的最高水平,到2027年将接近1300亿美元 [21][22] 问答环节重要的提问和回答 问题1 **Kurt Hallead 提问** 询问公司在合同启动和准备过程中面临的风险管理 [85][86][87][88][89][90][91][92][93] **Jeremy Thigpen 和 Keelan Adamson 回答** 公司有一套完整的项目计划流程,但仍会面临一些难以预料的事件,如海关问题、当地罢工等,需要灵活应对 [87][88][89][90][91][92][93] 问题2 **Eddie Kim 提问** 询问Petrobras合同的最新进展以及公司两台闲置钻机的情况 [102][103][104][105][106][107][108] **Jeremy Thigpen 和 Roddie Mackenzie 回答** Petrobras合同推迟是正常情况,公司正在积极寻找闲置钻机的长期合同机会 [102][103][104][105][106][107][108][109] 问题3 **Arun Jayaram 提问** 询问20,000 psi BOP市场的情况,以及公司在该领域的优势 [136][137][138][139][140][141] **Jeremy Thigpen 和 Mark Mey 回答** 公司目前拥有业内唯一两台配备20,000 psi BOP的钻机,在该细分市场占据领先地位 [137][138][139][140][141]

Transocean (RIG) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to loss of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 76.92%. A quarter ago, it was expected that this offshore oil and gas drilling contractor would post a loss of $0.22 per share when it actually produced a loss of $0.09, delivering a surprise of 59.09%. Over the last four quart ...

EXHIBIT 99.1 TRANSOCEAN LTD. REPORTS FIRST QUARTER 2024 RESULTS Three months ended March 31, December 31, Sequential 2024 2023 change (In millions, except per share amounts and backlog) Contract drilling revenues $ 763 $ 741 $ 22 Adjusted contract drilling revenues $ 767 $ 748 $ 19 Revenue efficiency (1) 92.9 % 97.0 % (4.1)% Operating and maintenance expense $ 523 $ 569 $ (46) Net income (loss) attributable to controlling interest$ 98 $ (104) $ 202 Diluted earnings (loss) per share $ 0.11 $ (0.13) $ 0.24 Ad ...

Transocean Limited (RIG) owned semi-submersible rig, Transocean Enabler, has received the green light from the Norwegian regulator to be used by Equinor ASA (EQNR) for production drilling/completion and exploration drilling in the Barents Sea. Equinor has received the permission from the Norwegian Ocean Industry Authority (Havtil) to proceed with drilling operations at Johan Castberg field. The Transocean Enabler rig, which is responsible for the execution of the project, is a CAT D (GVA 4000 NCS) type rig. ...

Transocean Limited (RIG) , the U.S.-based offshore driller, has confirmed that two of its drillships have won contract extensions worth $248 million in its latest fleet status report. The drillship Deepwater Asgard has prolonged its stay with Hess Corporation in the U.S. Gulf of Mexico. The contract has been extended for another year at a fixed day rate of $505,000. The work for this extension is slated to begin in June 2024, in continuation of the rig’s current program. The drillship’s previous day rate wa ...

Transocean (RIG)盈利预测 - Transocean (RIG)预计在2024年3月报告的季度中，盈利将同比增长，收入也将增加[1] - 分析师最近对Transocean的盈利前景变得悲观，预计将出现季度亏损[4] - 公司的Earnings ESP和Zacks Rank使得难以确定Transocean是否会超过共识EPS估计[12] Transocean (RIG)关键数据分析 - 如果关键数据超过预期，股价可能会上涨，反之则可能下跌[2] - 重要关键数据包括Earnings ESP和Zacks Rank，这有助于预测公司是否会超过共识EPS估计[8] - 过去四个季度中，Transocean只有一次超过共识EPS估计[15] - 股票的涨跌不仅仅取决于盈利是否超出预期，还受其他因素影响[16] Helmerich & Payne (HP)盈利预测 - Helmerich & Payne (HP)预计在2024年3月报告的季度中，盈利将同比下降[19] - Helmerich & Payne过去四个季度中，有三次超过共识EPS估计[21]