기업 정보 불러오는 중
Just reported
Q3 2026 results
From Transocean's results release of 2026년 11월 2일; its quarterly report has since been filed.
Revenue
Actual
US$937M
-8.9% y/y
-3.0% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$0.02
-50% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$143M
-5.9% q/q
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Transocean is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Oil Gas Drilling
Graded A or B and worth $2B or more: A first, then the largest.
All 10 graded companies in its industry
Grade rose recently in Energy
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CVXChevron Corp2026년 11월 5일CAGraded C, now A
MPCMarathon Petroleum Corporation2026년 11월 3일BAGraded B, now A
EEni SpA2026년 10월 27일DBGraded D, now B
EOGEOG Resources, Inc.2026년 11월 5일BAGraded B, now A
TRPTC Energy Corporation2026년 7월 30일BAGraded B, now A
어떻게 돈을 버는가
- Contract drilling services100%
매출 비중은 2025 and 2026 periods 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가3
Ultra-deepwater drillships
Ship-shaped floating platforms designed to drill oil and gas wells in very deep ocean water
Harsh-environment semisubmersible platforms
Floating platforms that can operate in rough seas and cold or difficult weather conditions
Drilling crews and related equipment
The people who live and work on the vessels plus the pipes, tools, and machinery needed to drill the wells
누가 사는가3
- Large integrated oil companies such as Shell and BP that sign multi-year contracts for specific rigs
- National oil companies such as Petrobras (Brazil) and Equinor (Norway) that hire the vessels for their offshore projects
- Independent oil and gas producers that need deepwater or harsh-environment drilling capacity
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1A small number of large oil-company customers (including Petrobras and Shell) that account for a large share of revenue and backlog
- 2Oil and natural-gas prices that influence how much customers spend on new offshore drilling
- 3The availability of long-term drilling contracts for its ultra-deepwater and harsh-environment rigs
- 4Ability to refinance or manage a large amount of debt
잘못될 수 있는 일
- 1Concentration of revenue and backlog with a few large customers such as Petrobras and Shell; loss or reduction of their contracts would cut income sharply
- 2Cyclical nature of the offshore drilling market, where lower oil prices or reduced exploration spending can leave rigs idle and dayrates lower
- 3High debt levels that require ongoing interest payments and refinancing, limiting flexibility if cash flow weakens
Transocean Ltd. 소개
Transocean owns and operates a fleet of large floating drilling vessels, mainly ultra-deepwater drillships and harsh-environment semisubmersible platforms. It contracts these vessels, together with the drilling equipment and work crews that live on them, to oil and gas companies that need to drill wells far from shore in deep or difficult ocean conditions. The company focuses on the most technically demanding types of offshore drilling.
- 본사
- Turmstrasse 30, Steinhausen, Zug, Switzerland
- 설립
- 1953
- 임직원 수
- 5200-5600 (around early-to-mid 2026, medium)
- 상장 시장
- New York Stock Exchange
- 회계연도 종료
- December 31
Transocean Ltd.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
