Transocean Ltd., together with its subsidiaries, provides offshore contract drilling services for oil and gas wells worldwide.
$5.24+2.75%
报价 2026-11-06
市值
$5.85B
EV
$10.37B
PE (TTM)
20.2x
预期 PE (FY2026)
21.9x
52 周区间距高点 -30.9%
$3.84$7.58
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
excluded industry: Oil & Gas Drilling
电话会信号
辅助标签Q3 20262026-11-03
需求加速积压订单词频高供不应求
指引 有升有降
信心 5
分析师 4
“Fleet is 95% contracted for 2027 and 65% for 2028, with tightening utilization expected to drive better economics.”
原文引用（2）
- 需求加速：the significant year over year increase in contracting activity has been led primarily by NOCs and skewed to longer term contracts
- 供不应求：These recent commitments have effectively sold out our fleet for the remainder of 2026.
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研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
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同行对比
同行业市值相近 · Oil & Gas Drilling| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| RIGTransocean Ltd. | $5.85B | +2.7% | -0.4% | 37.1% | 20.2x | 7.8x | 7.3x | |
| NENoble Corporation Plc | $6.53B | +2.5% | -10.7% | 31.3% | 116.8x | 8.9x | 67.3x | |
| PTENPatterson-UTI Energy, Inc. | $3.76B | -0.3% | +4.7% | 4.7% | – | 5.1x | 14.2x | |
| HPHelmerich & Payne, Inc. | $3.52B | +1.6% | +6.0% | 12% | – | 6.6x | 11.4x | |
| SDRLSeadrill Limited | $2.64B | +2.6% | – | 16.2% | – | 11.7x | – | |
| PDSPrecision Drilling Corporation | $1.16B | +1.7% | +13.4% | 13.8% | – | 4.8x | 16.0x | |
| NBRNabors Industries Ltd. | $1.11B | +2.5% | +5.2% | 38.5% | – | 3.0x | 10.5x | |
| BORRBorr Drilling Limited | $997M | +3.8% | -2.1% | 24.6% | – | 8.9x | – | |
| SOCSable Offshore Corp. | $370.3M | +6.0% | +10022.2% | -36.9% | – | – | – | |
| 同行中位数 | – | – | +5.2% | 15% | 116.8x | 6.6x | 14.2x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
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 | $937M | $966M | $1.08B | $1.04B | $1.03B | $988M | $906M | $952M |
| Gross Margin | 37.1% | 37.1% | 86.8% | 85.9% | 84.3% | 82.3% | 80.6% | 81.1% |
| Operating Margin | 15.3% | 15.7% | 26.2% | 23.1% | 23.1% | 16.7% | 6.8% | 14.4% |
| Net Income | $26M | $170M | $71M | $25M | $-1.92B | $-938M | $-79M | $7M |
| Diluted EPS | 0.02 | 0.14 | 0.06 | 0.03 | -2.06 | -1.06 | -0.11 | -0.11 |
| Operating Cash Flow | $174M | $236M | $164M | $349M | $246M | $128M | $26M | $206M |