Borr Drilling Limited (BORR) Q1 2026 Earnings Call Transcript
Borr Drilling Limited (BORR) Q1 2026 Earnings Call Transcript
Borr Drilling: Recent Pullback Provides Buying Opportunity (Rating Upgrade)
Since my last public update on leading shallow water driller Borr Drilling, shares have rallied by more than 200% at their peak. BORR has taken advantage of improved sentiment by expanding its fleet and refinancing legacy convertible debt at favorable terms. In recent quarters, the jackup market has been showing signs of life, with tendering activity increasing to new multi-year highs.
Borr Drilling Limited (BORR) M&A Call Transcript
Borr Drilling Limited (BORR) M&A Call Transcript
Borr Drilling: Share Price Is Not Supported By Future Revenues
Borr Drilling: Share Price Is Not Supported By Future Revenues
Borr Drilling Limited (BORR) Q4 2025 Earnings Call Transcript
Borr Drilling Limited (BORR) Q4 2025 Earnings Call Transcript
Borr Drilling Made Its Bet With A New Acquisition (Rating Downgrade)
Borr Drilling Limited has rebounded strongly, with revenue and EBITDA stabilizing after a weak Q1 2025. Recent acquisition of five jack-up rigs for $360M increases fleet size but adds significant long-term debt and financial risk. Management transition to new CEO Bruno Morand signals continuity, with strategic oversight retained by the former CEO.
Borr Drilling Limited (BORR) Q3 2025 Earnings Call Transcript
Borr Drilling Limited ( BORR ) Q3 2025 Earnings Call November 6, 2025 10:00 AM EST Company Participants Bruno Morand - Chief Executive Officer Magnus Vaaler - Chief Financial Officer Conference Call Participants Scott Gruber - Citigroup Inc., Research Division Eddie Kim Fredrik Stene - Clarksons Platou Securities, Inc., Research Division Doug Becker - Capital One Securities, Inc., Research Division Benjamin Sommers Greg Brody Joshua Jain Presentation Operator Good day and thank you for standing by. Welcome to the Borr Drilling Limited Q3 2025 Results Presentation Webcast and Conference Call.
Borr Drilling Limited (BORR) Q2 2025 Earnings Call Transcript
Borr Drilling Limited (NYSE:BORR ) Q2 2025 Earnings Conference Call August 14, 2025 9:00 AM ET Company Participants Bruno Morand - Chief Commercial Officer Magnus Vaaler - Chief Financial Officer Patrick Arnold Henk Schorn - CEO & Director Conference Call Participants Daniel Robert Kutz - Morgan Stanley, Research Division Douglas Lee Becker - Capital One Securities, Inc., Research Division Eddie Kim - Unidentified Company Fredrik Stene - Clarksons Platou Securities, Inc., Research Division Gregg William Brody - BofA Securities, Research Division Operator Good day, and thank you for standing by. Welcome to the Borr Drilling Limited Second Quarter 2025 Results Presentation, webcast, and Conference Call.
Borr Drilling: Weak Results, But It's All In The Details
Borr Drilling's Q1 report was weak, with revenue and EBITDA down, but the business remains stable and the balance sheet is healthy. Market headwinds, short-term contracts, and suspended dividends reflect macro uncertainty, not company-specific issues, creating a transitional year for Borr. Management is considering share buybacks due to the low share price, and expects improved EBITDA and higher dayrate coverage in coming quarters.
Borr Drilling Limited (BORR) Q1 2025 Earnings Call Transcript
Borr Drilling Limited (NYSE:BORR ) Q1 2025 Earnings Conference Call May 22, 2025 9:00 AM ET Company Participants Patrick Schorn - Chief Executive Officer Magnus Vaaler - Chief Financial Officer Bruno Morand - Chief Commercial Officer Conference Call Participants Eddie Kim - Barclays Doug Becker - Capital One Fredrik Stene - Clarksons Securities Craig Ross - Bank of America Fady Chammas - Triton Partners Operator Good day and thank you for standing by. Welcome to the Borr Drilling Limited Q1 2025 Results Presentation, Webcast and Conference Call.
Borr Drilling Limited (BORR) Q4 2024 Earnings Call Transcript
Borr Drilling Limited (BORR) Q4 2024 Earnings Call Transcript
Borr Drilling: Leading The Jack-Up Offshore Drilling Market
The jack-up market is characterized by some of the tightest supply conditions in the maritime sector. Approximately 30% of the global fleet has been operating for 30 years or more. The order book represents only 3% of the global fleet, and even if current rates do not incentivize the construction of new rigs, delivery times are still over 3 years. With one of the largest and youngest portfolios in the industry, Borr Drilling is uniquely positioned to benefit from those tight supply conditions over the long term.
