Monitor Q2 earnings for confirmation of sustained operational improvement and dayrate trends. The maintained guidance suggests confidence in the current market, but rising capex could pressure margins if dayrates stagnate.
Price Chart
Executive Summary
Noble Corp reported Q1 2026 earnings with EPS of $0.75, up from $0.54 in Q4 2025, on revenue of $786 million. Adjusted EBITDA rose to $277 million from $232 million. The company maintained its full-year 2026 revenue and EBITDA guidance while raising capex guidance by $25 million due to the reactivation of the Noble Deliverer rig. A $0.50 per share dividend was declared for Q2.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of $0.75 vs. $0.54 in Q4 2025
- Revenue of $786 million vs. $764 million in Q4 2025
- Adjusted EBITDA of $277 million vs. $232 million in Q4 2025
- Full-year 2026 revenue and EBITDA guidance maintained
- $0.50 per share dividend declared for Q2 2026
Financial Impact
EPS up 39%, revenue up 3%, EBITDA up 19% sequentially
Risk Factors
- Increased capex guidance may pressure margins
- Commodity price volatility could impact drilling demand
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001895262-26-000108 |
| Document: ne-20260427.htm | 0001895262-26-000108 |
| Document: noblecorporationplcslide.htm | 0001895262-26-000108 |
| Document: 0001895262-26-000108-index-headers.html | 0001895262-26-000108 |
| Document: 0001895262-26-000108-index.html | 0001895262-26-000108 |
| Document: 0001895262-26-000108.txt | 0001895262-26-000108 |
| 8-K Data (Synthetic) | 0001895262-26-000108 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 12, 2026 16w ago | 8-K | $45.15 $45.46 | ▲ +0.69% | ▼ −0.32% | $41.72 (−7.60%) |
Jun 1, 2026 17w ago | 8-K | $19.76 awaiting T+60 | awaiting T+60 | — | $41.72 (+111.13%) |
Jun 1, 2026 17w ago | 8-K | — | awaiting T+60 | — | — |
May 22, 2026 19w ago | 3 | — | awaiting T+60 | — | — |
May 22, 2026 19w ago | 8-K | — | awaiting T+60 | — | — |
May 15, 2026 20w ago | 144 | $19.76 awaiting T+60 | awaiting T+60 | — | $41.72 (+111.13%) |
May 6, 2026 21w ago | 144 | — | awaiting T+60 | — | — |
May 5, 2026 21w ago | 144 | — | awaiting T+60 | — | — |
May 5, 2026 21w ago | Insider Cluster | $49.95 $41.44 | ▼ −17.04% | ▼ −19.78% | $41.72 (−16.48%) |
Apr 30, 2026 22w ago | 144 | — | awaiting T+60 | — | — |
US Market Status
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