DME Capital sold about 1.6 million shares The firm no longer holds any shares. The stake previously accounted for approximately 1.9% of fund AUM as Sept.
Seadrill Limited (SDRL) Q4 2025 Earnings Call Transcript
Seadrill (SDRL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
SDRL adds new drillship contracts in the Gulf of America and a contract extension in Angola, boosting backlog and extending operations through 2027.
Seadrill Limited ( SDRL ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Kevin Smith - Vice President of Corporate Finance & Investor Relations Simon Johnson - President & CEO Samir Ali - Executive VP & Chief Commercial Officer Grant Creed - Executive VP & CFO Marcel Wieggers Conference Call Participants Edward Kim - Barclays Bank PLC, Research Division Fredrik Stene - Clarksons Platou Securities AS, Research Division Benjamin Sommers - BTIG, LLC, Research Division Doug Becker - Capital One Securities, Inc., Research Division Joshua Jayne - Daniel Energy Partners, LLC Noel Parks - Tuohy Brothers Investment Research, Inc. Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to Seadrill's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I will now hand the call over to Kevin Smith, Vice President of Corporate Finance and Investor Relations.
Seadrill (SDRL) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of $0.26. This compares to earnings of $0.49 per share a year ago.
SDRL secures new Gulf of America contracts for West Vela and Sevan Louisiana, boosting its $2.5B order backlog.
Seadrill Limited (NYSE:SDRL ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Grant Russe Creed - Executive VP & CFO Kevin Smith - Corporate Participant Samir Ali - Executive VP & Chief Commercial Officer Simon William Johnson - President & CEO Conference Call Participants David Christopher Smith - Unidentified Company Pickering Energy Partners Insights - Unidentified Company Fredrik Stene - Clarksons Platou Securities AS, Research Division Gregory Robert Lewis - BTIG, LLC, Research Division Hamed Khorsand - BWS Financial Inc. Joshua W. Jayne - Daniel Energy Partners, LLC Noel Augustus Parks - Tuohy Brothers Investment Research, Inc. Truls Olsen - Fearnley Securities AS, Research Division Operator Thank you for standing by.
Seadrill Limited (NYSE:SDRL ) Q1 2025 Earnings Conference Call May 12, 2025 9:00 AM ET Company Participants Kevin Smith - VP, Corporate Finance & IR Simon Johnson - President & CEO Samir Ali - Executive VP & Chief Commercial Officer Grant Creed - Executive VP & CFO Conference Call Participants David Smith - Pickering Energy Partners Fredrik Stene - Clarksons Securities Greg Lewis - BTIG Hamed Khorsand - BWS Financial Operator Thank you standing by. My name is Ian, and I'll be your conference operator today.
Seadrill Limited added $1 billion in backlogs and repurchased $100 million in shares, securing future revenues and rewarding shareholders. Despite market pessimism and legal issues, SDRL's strong contracts and young fleet position it well for future growth. SDRL's valuation is attractive, trading at 0.51x book value, with significant upside potential due to share buybacks and a solid balance sheet.
Seadrill Limited, despite being the smallest major deep-water driller, has a clean balance sheet, low net debt, and is generating 20X EBITDA from three years ago. Analysts rate Seadrill as a buy, with price targets between $42-$80, presenting a favorable risk/reward for risk-tolerant investors. Seadrill's strong EV/EBITDA ratio, high operating margins, and strategic fleet positioning in the Deep Water "Golden Triangle" support its buy thesis.
Seadrill Limited (NYSE:SDRL ) Q4 2024 Earnings Conference Call February 27, 2025 10:00 AM ET Company Participants Kevin Smith - Vice President of Corporate Finance & Head of Investor Relations Simon Johnson - President & Chief Executive Officer Samir Ali - Executive Vice President & Chief Commercial Officer Grant Creed - Executive Vice President & Chief Financial Officer Conference Call Participants David Smith - Pickering Energy Partners Kurt Hallead - Benchmark Greg Lewis - BTIG Fredrik Stene - Clarksons Securities Ben Nolan - Stifel Noel Parks - Tuohy Brothers Josh Jayne - Daniel Energy Partners Operator Good morning and thank you standing by. My name is Kelvin, and I'll be your conference operator today.