Bedrijf laden
Just reported
Q3 2026 results
From Transocean's results release of 2 november 2026; 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.
The full earnings report →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 theme 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 Corp5 nov 2026CAGraded C, now A
MPCMarathon Petroleum Corporation3 nov 2026BAGraded B, now A
EEni SpA27 okt 2026DBGraded D, now B
EOGEOG Resources, Inc.5 nov 2026BAGraded B, now A
TRPTC Energy Corporation30 jul 2026BAGraded B, now A
Hoe het geld verdient
- Contract drilling services100%
De omzetaandelen zijn schattingen voor 2025 and 2026 periods, geen cijfers uit een ingediend rapport.
Concurreert met
Wat het verkoopt3
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
Wie het koopt3
- 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
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 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
Wat er mis kan gaan
- 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
Over Transocean Ltd.
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.
- Hoofdkantoor
- Turmstrasse 30, Steinhausen, Zug, Switzerland
- Opgericht in
- 1953
- Medewerkers
- 5200-5600 (around early-to-mid 2026, medium)
- Genoteerd aan
- New York Stock Exchange
- Einde boekjaar
- December 31
Gebouwd uit de eigen deponeringen van Transocean Ltd. bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.
