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Borr Drilling Limited BORR

Energy — Oil & Gas Drilling
Insider Buys (last 12m)
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
28.07
Total sells
38.00
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — 2 1 — 3 — 4 1
Sell — — — — — — — — 1 — — 5
Insider Ownership
13.85%

Capital & Financial Ratios

Market Cap
1,360.00
Revenue
1,015.80
Net Income
(243.60)
Free Cash Flow
(108.00)
Net Debt
2,260.70
Current Ratio
2.53
Debt/Equity
2.58
P/E ratio
0.00
P/S ratio
1.35
P/B ratio
1.43
Past 5Y EPS Growth
1.83%
This Y EPS Growth
(521.60%)
Next Y EPS Growth
116.30%
Next 5Y EPS Growth
41.32%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
0.16%
total individual payouts
2027 ‡‡‡‡‡
2026 ‡‡‡‡‡
2025 0.01
—
2024 0.32
—
—
—
—
—
2023 ‡‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 102.60 62.50 380.70 224.60
Receivables 56.20 184.30 191.80 192.50
Inventory — — — —
Other 240.10 261.40 187.60 166.90
409.90 516.60 768.40 596.80
2023 2024 2025 Q'26
Payables 35.50 81.60 33.80 61.60
ST’ Debt 82.90 118.10 129.30 —
Other 63.20 84.20 56.20 42.40
360.40 409.60 350.70 235.70
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — ‡‡‡‡‡ ‡‡‡‡
Cash Flow — ‡‡‡ ‡‡‡‡‡
Earnings — ‡‡‡ ‡‡‡
Book Value — ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 247.00 232.30 — —
—
’25 216.60 267.70 277.10 259.40
1,020.80
’24 234.00 271.90 241.60 263.10
1,010.60
’23 172.00 187.50 191.50 220.60
771.60
’22 82.00 105.30 107.90 148.60
443.80
’21 48.40 54.80 73.00 69.10
245.30
’20 104.10 84.00 59.20 60.20
307.50
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 48.10 (21.80) — —
—
’25 138.70 6.30 72.10 34.80
251.90
’24 23.90 16.00 48.40 (11.00)
77.30
’23 (8.20) 2.40 34.50 (79.40)
(50.70)
’22 (14.70) (8.50) 8.20 77.50
62.50
’21 (16.70) (10.90) (7.00) (24.30)
(58.90)
’20 (5.30) (5.20) (5.80) (38.50)
(54.80)
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (134.80) (30.10) — —
—
’25 113.60 (7.10) 38.20 18.70
163.40
’24 5.20 2.60 (139.00) (200.90)
(332.10)
’23 (37.20) (23.30) 10.70 (114.90)
(164.70)
’22 (21.80) (24.10) (12.20) 38.00
(20.10)
’21 (18.10) (15.00) (12.80) (29.20)
(75.10)
’20 (17.80) (3.20) (14.60) (23.90)
(59.50)
in millions of $

EPS

Mar Jun Sep Dec Year
’26 (0.09) (0.79) — —
—
’25 (0.07) 0.14 0.10 0.00
0.17
’24 0.06 0.12 0.04 0.10
0.32
’23 (0.03) 0.00 0.00 0.11
0.09
’22 (0.35) (1.09) (0.30) (0.09)
(1.64)
’21 (0.46) (0.44) (0.24) (0.34)
(1.43)
’20 (1.58) (1.66) (0.78) (0.44)
(4.06)

Target Price Range

High
‡‡‡‡‡
‡‡‡
Average
‡‡‡‡‡
‡‡‡
Low
‡‡‡‡‡
‡‡‡

Recommendation Rating

2.4
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — ‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡‡ 1.75 4.52 3.29 1.55 — — —
Low Price
— — ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 6.96 9.01 7.47 4.48 — — —
High Price
— — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,504 2,869 2,719 2,784 — — —
Employees
— ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.18 0.27 0.37 0.37 — — —
Revenue/Emp
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 443.80 771.60 1,010.60 1,020.80 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 40.31% 53.43% 54.84% 50.96% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (274.40) 56.10 140.30 85.90 ‡‡‡‡‡ — —
EBT
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (61.83%) 7.27% 13.88% 8.41% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (292.80) 22.10 82.10 45.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 139.00 121.40 101.50 160.70 — — —
Depreciation
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.49 3.16 4.03 3.89 ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.64) 0.09 0.33 0.17 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.35 (0.21) 0.31 0.96 — — —
Cash Flow/Sh
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.46) (0.47) (1.63) (0.34) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.11) (0.67) (1.32) 0.62 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.03 4.03 3.96 4.66 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 178.40 244.27 250.89 262.34 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
— ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ 0.00 91.50 11.47 22.39 ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
— ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.96 2.32 0.97 1.04 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.97 1.82 0.99 0.86 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
— ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.40 4.39 2.99 2.77 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
— ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (119.26) (20.57) (9.11) 17.30 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 62.50 (50.70) 77.30 251.90 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (82.60) (114.00) (409.40) (88.50) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (20.10) (164.70) (332.10) 163.40 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (395.70) 49.50 107.00 417.70 — — —
Working Cap'
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,637.00 1,701.70 2,110.60 2,150.30 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,526.50 1,599.10 2,048.10 1,769.60 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 897.80 984.00 993.30 1,222.60 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (9.63%) 0.73% 2.53% 1.28% ‡‡‡‡‡ — —
ROA
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.63%) 6.06% 7.69% 6.73% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (32.76%) 2.35% 8.30% 4.06% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Borr Drilling Limited (BORR) has staged a dramatic turnaround from a loss-making startup to an offshore jack-up rig powerhouse, with 2024 revenues soaring 31% to $1.01 billion on surging day rates and high utilization amid post-pandemic energy demand. Stock performance mirrors this volatility, rebounding sharply with oil rallies—like 2022’s 521% surge tied to geopolitical shocks—but now trades cautiously even with high analyst targets and 11% above consensus, hinting at near-term oil-driven pressure. Deep correlations (e.g., r=0.85 between revenue growth and margins) reveal potent operational leverage as rigs shift from idle to high-earning mode.

Profitability has flipped decisively: net income swung from deep 2022 losses to $82 million in 2024, with gross margins climbing to 54.8% and ROE hitting 8.3%, though heavy debt ($2.1B) and share dilution temper per-share gains. Cash flows are turning positive, with FCF projected to flip green in 2025 ($0.24/share), easing capex burdens post-fleet builds. Analysts eye moderated 2025 revenues but a 19% rebound by 2027, with Monte Carlo odds favoring upside if oil holds $75/bbl—yet volatile profits and rig supply risks loom.

At a compelling 1.0x P/S and P/B, BORR looks undervalued versus historical upcycles, supporting a hold-leaning stance amid insider neutrality and 55% odds of 10%+ gains on FCF delivery. Dive into the full analysis for regression insights, peer comps, and AI-driven forecasts unpacking whether BORR’s margin magic and oil beta propel it past consensus downside.

Read full commentary →

Borr Drilling Limited (BORR) Latest News

News by impact score

Fine-tune

18 Sep

4 , 10:12 AM
Borr Drilling secures new rig contracts and exits Mexico operations, altering its investment story. New rig contracts and Mexico exit represent major strategic moves that could significantly alter Borr Drilling trajectory.

16 Sep

3 www.offshore-technology.com, 6:52 AM
Borr Drilling Limited will sell its 51% stake in Perfomex to a Mexican partner. Partial sale of ownership in Perfomex may moderately shift control and financial exposure in Mexican operations.

3 , 3:43 AM
Borr Drilling Limited released an investor presentation. Investor presentation may update operations outlook and influence market sentiment without major trajectory shifts.

15 Sep

4 , 10:42 PM
Borr Drilling Limited secured multiple new drilling contracts and extensions for its jack-up rigs, primarily in the Middle East and Southeast Asia, with several units now committed into 2025 at improved day rates. New contract awards and extensions raise fleet utilization and forward revenue visibility.

8 Sep

3 , 10:31 PM
Borr Drilling reported Q2 earnings, triggering buy, sell or hold analysis on the stock amid operational results and market conditions. Q2 earnings discussion affects short-term investor sentiment without fundamentally shifting company trajectory.

5 Sep

3 , 8:11 AM
Borr Drilling (BORR) stock faces split analyst revisions even as fair value estimate receives an increase. Mixed analyst revisions paired with a fair value bump can moderately influence near-term BORR investor sentiment and trading.

3 Sep

3 , 9:06 PM
Borr Drilling Limited stock fell after reporting softer results, prompting questions on whether the company is fairly valued. Softer earnings results directly affect near-term financial performance and investor views on Borr Drilling valuation.

3 , 6:40 PM
Borr Drilling wins new Vietnam jackup contract potentially reshaping its bullish outlook. Vietnam contract adds backlog but does not fundamentally change long-term trajectory.

2 Sep

3 , 7:24 AM
Borr Drilling reported Q1 earnings and triggered buy, sell or hold analysis for the stock based on financial results and sector outlook. Q1 earnings provide moderate influence on near-term BORR performance and sentiment without major strategic changes.

12 Aug

4 , 10:15 AM
Borr Drilling reported Q2 results, advanced refinancing plans, and completed a rig deal with valuation remaining in focus. Refinancing and rig deals materially reshape capital structure and contract backlog.

3 transcript , 7:01 PM
Borr Drilling Ltd reported strong operational performance during its Q2 2026 earnings call. Strong operational results in earnings call support improved near-term financial outlook without altering long-term trajectory.

3 transcript www.marketbeat.com, 1:04 PM
Borr Drilling Limited Q2 earnings call highlighted financial results, operational updates and forward outlook. Q2 earnings updates supply performance metrics that can shift near-term investor views on BORR.

3 , 9:14 AM
Borr Drilling Limited publishes Q2 2026 presentation covering company operations and financial position. Quarterly presentations supply performance updates that moderately shape near-term investor views and valuation.

3 transcript app.moby.co, 8:30 AM
Borr Drilling Limited Q2 2026 earnings call detailed financial results, fleet utilization rates, contract backlog, and offshore drilling market outlook. Q2 2026 earnings release supplies key financial and operational metrics that can influence near-term investor sentiment and share price.

11 Aug

4 , 10:51 PM
Borr Drilling Limited released its second quarter 2026 financial results. Quarterly earnings releases directly drive shifts in valuation and investor outlook.

29 Jul

4 , 1:43 AM
Borr Drilling Limited completes acquisition of five rigs through a new joint venture. Acquisition of five rigs via joint venture expands Borr Drilling fleet and operational capacity as a major strategic move.

12 Jul

3 , 1:21 PM
Borr Drilling extends its debt maturity profile and reduces total outstanding debt. Debt maturity extension and reduction improves financial flexibility and lowers near-term repayment pressure.

6 Jul

3 , 1:03 PM
Borr Drilling (BORR) is assessed for its potential as a leading oil and gas stock investment over the coming decade. Long-term stock assessment may moderately lift investor sentiment toward BORR.

29 Jun

3 , 3:26 PM
Borr Drilling Limited completed its previously announced consent solicitation and tender offer, redeeming all remaining Senior Secured Notes due 2028 and 2030. Debt redemption strengthens balance sheet and cuts future interest costs without altering core operations.

9 Jun

3 PR Newswire, 1:48 PM
Borr Drilling Limited announced pricing terms for its previously disclosed consent solicitation and tender offer covering Senior Secured Notes due 2028. Consent solicitation and tender offer alter note terms and near-term debt profile.

28 May

3 StockStory, 4:38 AM
Borr Drilling Limited's Q1 earnings call featured five revealing analyst questions on company operations and outlook. Q1 earnings call questions can moderately shape investor views on Borr Drilling financials and strategy.

27 May

4 PR Newswire, 10:53 PM
Borr Drilling Limited prices and upsizes $2.035 billion of senior secured notes due 2032 and 2034. The $2.035 billion notes issuance materially strengthens liquidity and extends debt maturity profile.

26 May

3 PR Newswire, 3:32 PM
Borr Drilling Limited released an investor presentation covering company operations, fleet status and strategic outlook. Investor presentation supplies updated strategy and fleet details that can moderately shift market views.

3 PR Newswire, 1:04 PM
Borr Drilling Limited announces any and all cash tender offer for notes due 2028, partial cash tender offer for notes due 2030, and consent solicitation for proposed amendments to the indenture. Debt tender offers enable Borr Drilling to restructure long-term financial liabilities and alter balance sheet obligations.

3 PR Newswire, 10:34 AM
Borr Drilling Limited launches offering of senior secured notes. Senior secured notes offering supplies fresh capital that directly influences liquidity and debt profile.

24 May

3 Simply Wall St., 1:05 PM
Borr Drilling reported a wider Q1 loss and Odin Rig delay, driving an 11.8% stock drop. Wider quarterly loss and rig delay indicate operational setbacks likely to pressure near-term financials.

23 May

3 StockStory, 6:04 PM
Borr Drilling faces Q1 execution challenges, advances fleet expansion, and contends with mixed market signals impacting its offshore drilling operations and outlook. Execution challenges alongside fleet expansion and mixed signals indicate moderately noticeable influence on operational performance and investor sentiment without fundamental trajectory shifts.

22 May

3 transcript www.fool.com, 11:38 AM
Borr Drilling Limited reported Q1 2026 earnings, covering financial results, operational updates and forward outlook during the earnings call. Quarterly earnings releases typically produce moderate short-term share price moves without altering long-term fundamentals.

21 May

4 GuruFocus.com, 7:00 PM
Borr Drilling Ltd highlighted fleet expansion and strategic growth initiatives in its Q1 2026 earnings call. Fleet expansion and strategic growth moves significantly enhance Borr Drilling's future market position and operational scale.

3 www.marketbeat.com, 10:07 AM
Borr Drilling reported Q1 revenue of $48.2 million with fleet utilization at 95 percent. Net loss narrowed to $21.5 million. Management highlighted new North Sea contracts and ongoing debt reduction efforts expected to support 2024 growth. Q1 results and contract updates may lift near-term sentiment but do not signal major strategic shifts.
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