PRESS-RELEASE ·Filed Aug 11, 2026
Press release · Earnings
Actionable Insight • Neutral
Monitor for any guidance updates or operational commentary in the full earnings release that could signal a change in the downward earnings trajectory.
Latest settled — T+20d ⚠ clustered
BORR ▲ +6.33% at T+20d
NEUTRAL call +6.33% · α vs SPY +8.22% · entry $4.11 → $4.37
Latest observation: T+51 +54.20% FF3 residual α
T+1d
-1.70%
call -1.70% · α -2.40%
$4.04
settled 3mo ago
T+5d
+7.06%
call +7.06% · α +7.50%
$4.40
settled 2mo ago
T+20d
+6.33%
call +6.33% · α +8.22%
$4.37
settled 7w ago
T+60d
Pending
in 8d
Price Chart
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Executive Summary
Borr Drilling reported Q1 2026 EPS of -$0.09, beating the consensus estimate of -$0.12 by 23.2%, with revenue of $247.6M. While the EPS beat is notable, the sequential decline from prior quarters and the company's position in the cyclical drilling sector temper the bullish read-through.
Key Financial Metrics
EPS
−$0.09
est −$0.12 · +23.2%
Revenue
$247.6M
est $247.6M · 0.0%
Rating
beat
Key Facts
- Q1 2026 EPS of -$0.09 beat consensus of -$0.12 by 23.2%
- Revenue of $247.6M matched consensus estimate
- EPS declined sequentially from $0.00 in Q4 2025 and $0.10 in Q3 2025
Financial Impact
EPS beat of 23.2% vs consensus, but sequential decline from prior quarters
epsrevenue
Risk Factors
- Cyclical downturn in offshore drilling demand could pressure future earnings
- Sequential EPS decline from Q4 2025 and Q3 2025 indicates deteriorating profitability
Market Snapshot
Exchange
NYSE
Sector
Drilling Oil & Gas Wells
Analyst Consensus
73% bullish (15 analysts)
Investment Themes
Traditional Energy
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302849111 |
38 reports for BORR
48% Hit rate @ T+5 Went positive at some point 13 of 21 best @ T+20▲ +23.05%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 6-K | $4.07 | awaiting T+5 | — | $4.07 (+0.11%) |
Oct 16, 2026 11d ago | Insider Cluster | $4.54 $4.40 | ▼ −3.08% | ▼ −2.65% | $4.07 (−10.44%) |
Oct 16, 2026 11d ago | 6-K | $4.54 $4.40 | ▼ −3.08% | ▼ −3.18% | $4.07 (−10.44%) |
Oct 15, 2026 11d ago | SC 13D/A | $4.54 $4.40 | ▼ −3.08% | ▼ −2.65% | $4.07 (−10.44%) |
Oct 13, 2026 13d ago | SC 13D | $4.68 $4.22 | ▼ −9.83% | ▼ −10.28% | $4.07 (−13.12%) |
Oct 1, 2026 26d ago | 6-K | $4.05 $4.61 | ▲ +13.83% | ▲ +12.53% | $4.07 (+0.39%) |
Sep 21, 2026 5w ago | Insider Cluster | $4.43 $4.01 | ▼ −9.48% | ▼ −8.46% | $4.07 (−8.22%) |
Sep 16, 2026 5w ago | 6-K | $4.23 $4.36 | ▲ +3.07% | ▲ +1.25% | $4.07 (−3.88%) |
Sep 15, 2026 5w ago | Press Release | $4.23 $4.36 | ▲ +3.07% | ▲ +1.25% | $4.07 (−3.88%) |
Sep 15, 2026 6w ago | 6-K | $4.36 $4.46 | ▲ +2.29% | ▲ +1.48% | $4.07 (−6.75%) |
Showing 10 of 38
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