RIG
Transocean·NYSE
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RIG fundamentals
Transocean (RIG) released its earnings on Feb 20, 2026: revenue was 1.04B (YoY +9.56%), beat estimates; EPS was 0.02 (YoY +122.22%), missed estimates.
Revenue / YoY
1.04B
+9.56%
EPS / YoY
0.02
+122.22%
Report date
Feb 20, 2026
RIG Earnings Call Summary for Q4,2025
- Record Financial Performance: 2025 EBITDA up 20% to $1.37B; free cash flow doubles to $626M. Debt reduced by $1.3B, cutting interest by $90M.
- Game-Changing Acquisition: Valaris deal adds $200M synergies; 2027 utilization >90%. Enters jack-up market with 18-unit fleet.
- Operational Brilliance: 98% uptime, 0 safety incidents. 6 rigs recycled in 2025, 1 more in 2026.
- Market Firepower: 32 open tenders (avg. 1.5+ years). India's ONGC tender for 3 drillships and 2 semisubmersibles (4-year terms). Africa rig count to rise from 15 to 20+.
- 2026 Outlook: Free cash flow ~$625M; leverage to 1.5x post-acquisition. Focus on cost reduction ($150M G&A cuts) and deleveraging.
EPS
Actual | -0.3 | -0.12 | -0.11 | -0.34 | -0.19 | -0.18 | -0.19 | -0.19 | -0.28 | -0.1 | -0.06 | -0.49 | -0.38 | -0.15 | -0.36 | -0.09 | -0.03 | -0.15 | 0.0671 | -0.09 | -0.1 | 0 | 0.06 | 0.02 | ||||||||||||||
Forecast | -0.2874 | -0.2803 | -0.1267 | -0.1824 | -0.1727 | -0.1525 | -0.1539 | -0.0954 | -0.2404 | -0.1334 | -0.1808 | -0.2165 | -0.2171 | -0.1367 | -0.227 | -0.2347 | -0.153 | -0.1065 | -0.0446 | 0.0064 | -0.1061 | -0.0086 | 0.0354 | 0.0832 | ||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -4.38% | +57.19% | +13.18% | -86.40% | -10.02% | -18.03% | -23.46% | -99.16% | -16.47% | +25.04% | +66.81% | -126.33% | -75.03% | -9.73% | -58.59% | +61.65% | +80.39% | -40.85% | +250.45% | -1506.25% | +5.75% | +100.00% | +69.49% | -75.96% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 807.00M | 857.50M | 830.00M | 747.00M | 709.00M | 713.00M | 683.00M | 671.00M | 615.00M | 722.00M | 730.00M | 625.00M | 667.00M | 738.50M | 713.00M | 741.00M | 767.00M | 861.00M | 948.00M | 952.00M | 906.00M | 988.00M | 1.03B | 1.04B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 802.72M | 774.20M | 773.98M | 698.27M | 661.22M | 683.57M | 664.39M | 670.72M | 608.28M | 697.50M | 670.52M | 617.81M | 641.42M | 732.75M | 718.06M | 757.75M | 781.53M | 862.02M | 945.02M | 962.54M | 881.83M | 976.40M | 1.01B | 1.04B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.53% | +10.76% | +7.24% | +6.98% | +7.23% | +4.31% | +2.80% | +0.04% | +1.10% | +3.51% | +8.87% | +1.16% | +3.99% | +0.78% | -0.70% | -2.21% | -1.86% | -0.12% | +0.32% | -1.10% | +2.74% | +1.19% | +1.72% | +0.77% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for Transocean next quarter?What does Transocean do and what are its main business segments?What is Transocean's latest dividend and current dividend yield?Did Transocean beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Transocean year over year?What factors drove the changes in Transocean's revenue and profit?What guidance did Transocean's management provide for the next earnings period?What were the key takeaways from Transocean's earnings call?
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