STEINHAUSEN, Switzerland, June 26, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) (“Transocean”) today announced a 365-day contract extension for the Deepwater Asgard with an independent operator in the U.S. Gulf of Mexico. The program is expected to commence in direct continuation of the rig’s current program and is estimated to contribute approximately $188 million in backlog, including additional services. About Transocean Transocean is a leading international provider of offshore contract drilling ...

Transocean Ltd. (RIG) has secured new contract extensions for three of its harsh environment semisubmersible rigs — Transocean Spitsbergen, Transocean Norge and Transocean Endurance. The new deals contribute approximately $161 million in firm contract backlog.The Transocean Spitsbergen received a three-well contract extension in Norway from Equinor. The rig has been contracted by Equinor since November 2023. The extension with Equinor should contribute around $72 million in firm backlog, excluding additiona ...

文章核心观点 - 公司宣布签订了三份新的合同,总计价值约1.61亿美元 [1] - 公司在挪威获得了与Equinor和Wintershall Dea的合同延期,总计价值约1.43亿美元 [2][3] - 公司在澳大利亚获得了Woodside的合同延期,价值约1800万美元 [4] - 公司CEO表示,这些合同反映了高规格恶劣环境市场的持续强劲,客户正在提前4年签订合同,显示了这一周期的持续性和力度 [5] 公司概况 - 公司是领先的海上合同钻探服务国际供应商,专注于技术要求较高的深水和恶劣环境钻探服务领域 [5][6] - 公司拥有或部分拥有并运营36台移动式海上钻机,包括28台超深水浮式钻机和8台恶劣环境浮式钻机,并正在建造1台超深水钻井船 [7]

STEINHAUSEN, Switzerland, June 04, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) (“Transocean”) today announced contract fixtures for three of its harsh environment semisubmersibles. Together, the fixtures represent approximately $161 million in firm contract backlog. In Norway, Transocean Spitsbergen was awarded a three-well contract extension with Equinor. The program is expected to commence in the fourth quarter of 2025 in direct continuation of the rig’s current program and contribute approximate ...

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, Reve ...

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 Estima ...

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 quarter ...