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Earnings transcript
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BORR
Borr Drilling Limited
$4.54
-0.01
(-0.22%)
| Exchange: | NYSE |
| Market Cap: | 1.397B |
| Shares Outstanding: | 1.01M |
Delayed data
About The Company
| Sector: | EnergyView sector performance | |||||
| Industry: | Oil & Gas DrillingView industry performance | |||||
| CEO: | Bruno Morand | |||||
| Full Time Employees: | 2030 | |||||
| Address: |
| |||||
| Website: | https://www.borrdrilling.com |
Borr Drilling Limited operates as an offshore shallow-water drilling contractor to the oil and gas industry in the Americas, Southeast Asia, West Africa, the Middle East, North Africa, and Europe. It owns, contracts, and operates jack-up rigs for operations in shallow-water areas, such as the provision of related equipment and work crews to conduct oil and gas drilling and workover operations for exploration and production. It serves oil and gas exploration and production companies, such as integrated oil companies, state-owned national oil companies, and independent oil and gas companies. The company was formerly known as Magni Drilling Limited and changed its name to Borr Drilling Limited in December 2016. Borr Drilling Limited was incorporated in 2016 and is based in Hamilton, Bermuda.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 771,600 | 1,010,600 | 1,020,800 |
| Gross Profit | 654,200 | 879,400 | 372,200 |
| EBITDA | 331,900 | 473,000 | 462,300 |
| Operating Income | 250,400 | 374,200 | 321,800 |
| Net Income | 22,100 | 82,100 | 45,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 3,080,100 | 3,419,600 | 3,625,600 |
| Total Liabilities | 2,096,100 | 2,426,300 | 2,403,000 |
| Total Stockholders Equity | 984,000 | 993,300 | 1,222,600 |
| Total Debt | 1,702,200 | 2,111,000 | 2,150,300 |
| Cash and Cash Equivalents | 102,500 | 61,600 | 380,700 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | -50,700 | 77,300 | 251,900 |
| Capital Expenditure | -114,000 | -409,400 | -124,500 |
| Free Cash Flow | -164,700 | -332,100 | 127,400 |
| Net Income | 22,100 | 82,100 | 45,000 |
| Net Change in Cash | -15,900 | -40,100 | 318,200 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,344,729.662 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 1,444,506.274 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 1,387,740 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 676,213.428 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 702,162.315 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 687,398.033 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 186,659.180 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 204,838.861 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 194,495.067 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 102,437.911 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 110,038.627 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 105,714.324 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 0.740 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 0.770 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 0.710 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 2 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates BORR intrinsic value between $6.31 – $9.23 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about BORR valuation
Is Borr Drilling Limited (BORR) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Borr Drilling Limited (BORR) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is BORR a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether BORR trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is BORR’s P/E ratio?
You can see BORR’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for BORR?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is BORR a good long-term investment?
Whether BORR fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
BORR
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Daily snapshot
-0.22
Trading Metrics:
| Open: | 4.7 | Previous Close: | 4.55 | |
| Day Low: | 4.47 | Day High: | 4.8 | |
| Year Low: | 2.53 | Year High: | 6.66 | |
| Price Avg 50: | 4.35 | Price Avg 200: | 4.89 | |
| Volume: | 9.1M | Average Volume: | 6.29M |
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