正在加载公司
Just reported
Q3 2026 results
From Transocean's results release of 2026年11月2日; 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 Corp2026年11月5日CAGraded C, now A
MPCMarathon Petroleum Corporation2026年11月3日BAGraded B, now A
EEni SpA2026年10月27日DBGraded D, now B
EOGEOG Resources, Inc.2026年11月5日BAGraded B, now A
TRPTC Energy Corporation2026年7月30日BAGraded B, now A
怎么赚钱
- Contract drilling services100%
各项收入占比是对2025 and 2026 periods的估算，并非来自已提交报告的数字。
竞争对手
卖什么3
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
谁在买3
- 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
靠什么支撑，什么会击垮它
业务依赖什么
- 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
可能出什么问题
- 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
关于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.
- 总部
- Turmstrasse 30, Steinhausen, Zug, Switzerland
- 成立于
- 1953
- 员工人数
- 5200-5600 (around early-to-mid 2026, medium)
- 上市于
- New York Stock Exchange
- 财年结束
- December 31
基于 Transocean Ltd. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
