Pulling SEC filings + quote and writing the call…

Valaris Ltd
Next earnings Jul 28, 2026 (before open) · consensus $0.45 EPS, $499M rev
Last earnings +0.3% on 2026-05-04
Cheap, well-capitalized offshore driller riding a tightening rig market; operating income +35% and a fortress balance sheet.
Sources: SEC EDGAR (CIK 0000314808, latest 10-Q filed 2026-05-05) · EODHD · analysis by claude-code · as of 6/21/2026, 8:58:36 PM.
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Quality fundamentals and an attractive price line up (~589% below fair value) — the rarer case where both the business and the entry look good.
Valaris is a leading offshore driller with a modern, high-spec fleet — 12 of its 13 drillships are seventh-generation units, the assets customers favor for complex deepwater work. The market backdrop is increasingly favorable: the MD&A reports global marketed drillship utilization near 88% and jackup utilization around 89%, with a decade of rig attrition having shrunk the benign-environment floater fleet more than 45% from its 2014 peak and Saudi Aramco recalling seven suspended jackups for 2026. Tight supply plus reviving deepwater demand underpins rising day rates and utilization.
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 | — | $9.20M | $8.40M | $9.60M | $11.9M |
| Gross profit | — | — | — | — | — |
| Operating income | -$4.33B | $37.2M | $53.5M | $352M | $477M |
| Net income | -$4.86B | $177M | $865M | $373M | $983M |
| Diluted EPS | -$24.42 | $2.33 | $11.51 | $5.12 | $13.86 |
| Net margin | — | 1918.5% | 10302.4% | 3889.6% | 8258.8% |
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.
1071 tracked peers · median
| 2026-06-10 | Hughes Catherine Director | Award | 2.49K | |
| 2026-06-10 | Hughes Catherine Director | Tax | 397.00 @ $88.98 | $35.3K |
| 2026-06-10 | LEYKUM ELIZABETH Director | Exercise | 6.98K | |
| 2026-06-10 | LEYKUM ELIZABETH Director | Disposed (D) | 2.79K @ $88.98 | $248K |
| 2026-06-10 | Johansen Kristian Director | Exercise | 4.86K | |
| 2026-06-10 | Johansen Kristian Director | Disposed (D) | 1.94K @ $88.98 | $173K |
| 2026-06-10 | Johansen Kristian Director | Award | 1.98K | |
| 2026-06-10 | Goldschmid Joseph Director | Award | 2.19K | |
| 2026-04-07 | Vukadin Davor SVP & General Counsel | Award | 221.00 | |
| 2026-04-07 | Vukadin Davor SVP & General Counsel | Tax | 30.00 @ $99.70 | $2.99K |
| 2026-04-07 | Lyne Matthew SVP - CCO | Award | 379.00 | |
| 2026-04-07 | Lyne Matthew SVP - CCO | Tax | 60.00 @ $99.70 | $5.98K |
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.