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Borr Drilling Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | -$0.0242 |
| EPS actual | $0.100 |
| EPS Surprise | 512.54% |
| Revenue estimate | 238.842M |
| Revenue actual | 277.1M |
| Revenue Surprise | 16.02% |
| Release date | Aug 13, 2025 |
| EPS estimate | $0.0955 |
| EPS actual | $0.140 |
| EPS Surprise | 46.54% |
| Revenue estimate | 263.816M |
| Revenue actual | 267.7M |
| Revenue Surprise | 1.47% |
| Release date | May 21, 2025 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0700 |
| EPS Surprise | -16.67% |
| Revenue estimate | 263.351M |
| Revenue actual | 216.6M |
| Revenue Surprise | -17.75% |
| Release date | Feb 19, 2025 |
| EPS estimate | $0.110 |
| EPS actual | $0.100 |
| EPS Surprise | -9.09% |
| Revenue estimate | 235.567M |
| Revenue actual | 263.1M |
| Revenue Surprise | 11.69% |
Last 4 Quarters for Borr Drilling
Below you can see how BORR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 19, 2025 |
| Price on release | $2.98 |
| EPS estimate | $0.110 |
| EPS actual | $0.100 |
| EPS surprise | -9.09% |
| Date | Price |
|---|---|
| Feb 12, 2025 | $3.19 |
| Feb 13, 2025 | $3.27 |
| Feb 14, 2025 | $3.13 |
| Feb 18, 2025 | $3.06 |
| Feb 19, 2025 | $2.98 |
| Feb 20, 2025 | $3.05 |
| Feb 21, 2025 | $2.94 |
| Feb 24, 2025 | $2.90 |
| Feb 25, 2025 | $2.77 |
| 4 days before | -6.58% |
| 4 days after | -7.05% |
| On release day | 2.35% |
| Change in period | -13.17% |
| Release date | May 21, 2025 |
| Price on release | $1.61 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0700 |
| EPS surprise | -16.67% |
| Date | Price |
|---|---|
| May 15, 2025 | $1.82 |
| May 16, 2025 | $1.78 |
| May 19, 2025 | $1.72 |
| May 20, 2025 | $1.69 |
| May 21, 2025 | $1.61 |
| May 22, 2025 | $1.62 |
| May 23, 2025 | $1.64 |
| May 27, 2025 | $1.75 |
| May 28, 2025 | $1.78 |
| 4 days before | -11.54% |
| 4 days after | 10.56% |
| On release day | 0.621% |
| Change in period | -2.20% |
| Release date | Aug 13, 2025 |
| Price on release | $2.61 |
| EPS estimate | $0.0955 |
| EPS actual | $0.140 |
| EPS surprise | 46.54% |
| Date | Price |
|---|---|
| Aug 07, 2025 | $2.26 |
| Aug 08, 2025 | $2.17 |
| Aug 11, 2025 | $2.21 |
| Aug 12, 2025 | $2.37 |
| Aug 13, 2025 | $2.61 |
| Aug 14, 2025 | $2.43 |
| Aug 15, 2025 | $2.31 |
| Aug 18, 2025 | $2.39 |
| Aug 19, 2025 | $2.35 |
| 4 days before | 15.49% |
| 4 days after | -9.96% |
| On release day | -6.90% |
| Change in period | 3.98% |
| Release date | Nov 05, 2025 |
| Price on release | $3.03 |
| EPS estimate | -$0.0242 |
| EPS actual | $0.100 |
| EPS surprise | 512.54% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $3.09 |
| Oct 31, 2025 | $3.10 |
| Nov 03, 2025 | $3.20 |
| Nov 04, 2025 | $3.01 |
| Nov 05, 2025 | $3.03 |
| Nov 06, 2025 | $3.21 |
| Nov 07, 2025 | $3.18 |
| Nov 10, 2025 | $3.21 |
| Nov 11, 2025 | $3.38 |
| 4 days before | -1.94% |
| 4 days after | 11.55% |
| On release day | 5.94% |
| Change in period | 9.39% |
Borr Drilling Earnings Call Transcript Summary of Q3 2025
Borr Drilling reported a strong Q3 2025 with 23 of 24 rigs active, revenue up QoQ, adjusted EBITDA of $135.6M (48.9% margin) and industry-leading operational utilization (~98%). The company received initial collections from Mexico (~$19M across Sept/Oct) and negotiated improved contract and payment terms for Mexican extensions, reducing future working capital exposure. Post-quarter awards expand the footprint into the U.S. Gulf (Odin) and Angola (Grid), and the company expects some Q4 disruption from rig transitions and sanction-related terminations in Mexico. Full-year 2025 adjusted EBITDA is reiterated at $455M–$470M (company also states $450M–$470M in prepared remarks adjusted for sanctions). Liquidity stands at $461.8M (cash $227.8M + $234M undrawn RCF). Fleet coverage is 85% for 2025 at an average day rate of $145k; 2026 coverage (including options) is 62% overall and 79% for H1. Management sees a market inflection — Saudi callbacks, improving Mexico payments, and rising West Africa activity — that should tighten modern jack-up supply and support higher utilization and day rates in 2H26–2027. Capital priority remains deleveraging, with M&A considered opportunistically if quality and deleveraging metrics are met.
