Noble Corporation, together with its subsidiaries, operates as an offshore drilling contractor for the oil and gas industry worldwide.
$40.87+2.48%
报价 2026-11-06
市值
$6.53B
EV
$8.1B
PE (TTM)
116.8x
预期 PE (FY2026)
546.6x
52 周区间距高点 -24.8%
$27.97$54.37
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
excluded industry: Oil & Gas Drilling
爆发潜力
2026-11-07不在筛选范围：industry: Oil & Gas Drilling
电话会信号
辅助标签Q3 20262026-10-27
需求加速积压订单词频高盈利拐点供不应求
指引 有升有降
信心 4
分析师 4
“We expect Adjusted EBITDA to build meaningfully higher each quarter as we progress through 2027.”
原文引用（3）
- 需求加速：Deepwater contracting activity... has recently re-accelerated over the past few months
- 盈利拐点：we believe Noble is exceptionally well-positioned to execute our playbook, generate durable free cash flow, and deliver substantial returns of capital to shareholders through cycle
- 供不应求：109 out of 110 marketed UDW rigs are contracted currently or in the future, putting contracted utilization at 99%
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研究结论
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事件
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同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| NENoble Corporation Plc | $6.53B | +2.5% | -10.7% | 31.3% | 116.8x | 8.9x | 67.3x | |
| FROFrontline Ltd. | $10.11B | +1.6% | – | 51.5% | 8.5x | 7.8x | 18.4x | Cheap |
| CHRDChord Energy Corporation | $7.47B | +3.1% | +53.4% | 54.5% | 8.5x | 3.2x | 5.3x | |
| SOBOSouth Bow Corporation | $6.48B | -1.7% | – | 76.9% | 17.2x | 13.8x | – | |
| MTDRMatador Resources Company | $6.24B | +1.1% | +22.5% | 45.3% | 8.7x | 4.5x | 10.9x | |
| RIGTransocean Ltd. | $5.85B | +2.7% | -0.4% | 37.1% | 20.2x | 7.8x | 7.3x | |
| UGPUltrapar Participações S.A. | $5.8B | -2.5% | +12.0% | 11.1% | 12.1x | 6.9x | 6.7x | |
| LBLandBridge Company LLC | $5.02B | +5.2% | +31.1% | 96.3% | 35.2x | 44.5x | 36.1x | |
| CNXCNX Resources Corporation | $4.99B | -1.1% | -2.1% | 54% | 5.4x | 4.1x | 10.3x | |
| 同行中位数 | – | – | +17.3% | 52.8% | 10.4x | 7.4x | 10.3x |
研究全文
L2 基本面 memo
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财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $728.8M | $719.7M | $785.7M | $764.4M | $798M | $848.7M | $874.5M | $927.3M |
| Gross Margin | 31.3% | 38% | 38.9% | 13% | 17.6% | 20.1% | 27.2% | 24% |
| Operating Margin | 8.2% | 8.8% | 28.7% | 9.1% | 13.4% | 16% | 23.1% | 20.6% |
| Net Income | $-117M | $-36.7M | $120.7M | $86.6M | $-21.1M | $42.9M | $108.3M | $96.6M |
| Diluted EPS | -0.73 | -0.23 | 0.75 | 0.54 | -0.13 | 0.27 | 0.67 | 0.6 |
| Operating Cash Flow | $144.5M | $144.2M | $273.3M | $187.1M | $277.1M | $216.4M | $271.1M | $136.2M |