Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Noble Corp plc
Next earnings Aug 3, 2026 (after close) · consensus $0.25 EPS, $735M rev
Last earnings +8.2% on 2026-04-27
Offshore driller with growing revenue and a fat dividend, but earnings halved as the cycle cools — a balanced hold.
Sources: SEC EDGAR (CIK 0001895262, latest 10-Q filed 2026-04-27) · EODHD · analysis by claude-code · as of 6/21/2026, 8:54:38 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~76% above fair value) leave little margin of safety — a wait-and-see.
Noble Corp is a leading offshore drilling contractor that has rebuilt itself post-restructuring (note the -$3.98B net loss in FY2020). FY2025 revenue grew 7.4% to $3.29B, but profitability deteriorated meaningfully: net income fell 51.7% to $217M and operating income dropped 31.2% to $416M, compressing the net margin to 6.6% and ROE to 4.8%. The earnings decline despite higher revenue points to cost pressure, idle/transition rig time, and the lumpy economics of the offshore-drilling cycle as day-rate momentum cooled from the prior up-cycle.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY20 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $964M | $1.41B | $2.59B | $3.06B | $3.29B |
| Gross profit | — | — | — | — | — |
| Operating income | -$4.08B | $229M | $575M | $604M | $416M |
| Net income | -$3.98B | $169M | $482M | $448M | $217M |
| Diluted EPS | -$15.86 | $1.73 | $3.32 | $2.96 | $1.35 |
| Net margin | -412.6% | 11.9% | 18.6% | 14.7% | 6.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 0 open-market buys · 7 sales
| 2026-06-15 | Eifler Robert W. President & CEO | Sell | 32.9K @ $45.40 | $1.50M |
| 2026-06-15 | Eifler Robert W. President & CEO | Sell | 17.1K @ $45.71 | $780K |
| 2026-05-15 | Hirshberg Al J. Director | Sell | 3.50K @ $52.63 | $184K |
| 2026-05-15 | Hirshberg Al J. Director | Sell | 1.50K @ $52.60 | $78.9K |
| 2026-05-12 | SLEDGE CHARLES M Director | Sell | 724.00 @ $51.61 | $37.4K |
| 2026-05-06 | Denton Blake SVP, Marketing & Contracts | Sell | 30.0K @ $49.31 | $1.48M |
| 2026-05-05 | Kawaja Joey M SVP, Operations | Sell | 40.0K @ $49.86 | $1.99M |
| 2026-04-29 | HOLTH KRISTIN Director | Exercise | 3.65K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.