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Seadrill Earnings Calls
| Release date | May 11, 2026 |
| EPS estimate | -$0.100 |
| EPS actual | -$0.110 |
| EPS Surprise | -10.00% |
| Revenue estimate | 326.752M |
| Revenue actual | 358M |
| Revenue Surprise | 9.56% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.0700 |
| EPS actual | $0.120 |
| EPS Surprise | 71.43% |
| Revenue estimate | 337.464M |
| Revenue actual | 362M |
| Revenue Surprise | 7.27% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.260 |
| EPS actual | -$0.170 |
| EPS Surprise | -165.38% |
| Revenue estimate | 335.359M |
| Revenue actual | 352M |
| Revenue Surprise | 4.96% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.680 |
| EPS actual | -$0.680 |
| EPS Surprise | -200.00% |
| Revenue estimate | 343.073M |
| Revenue actual | 377M |
| Revenue Surprise | 9.89% |
Last 4 Quarters for Seadrill
Below you can see how SDRL 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 | Aug 06, 2025 |
| Price on release | $29.64 |
| EPS estimate | $0.680 |
| EPS actual | -$0.680 |
| EPS surprise | -200.00% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $29.16 |
| Aug 01, 2025 | $27.80 |
| Aug 04, 2025 | $28.04 |
| Aug 05, 2025 | $29.79 |
| Aug 06, 2025 | $29.64 |
| Aug 07, 2025 | $28.17 |
| Aug 08, 2025 | $29.18 |
| Aug 11, 2025 | $28.44 |
| Aug 12, 2025 | $28.83 |
| 4 days before | 1.65% |
| 4 days after | -2.73% |
| On release day | -4.96% |
| Change in period | -1.13% |
| Release date | Nov 05, 2025 |
| Price on release | $30.89 |
| EPS estimate | $0.260 |
| EPS actual | -$0.170 |
| EPS surprise | -165.38% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $31.47 |
| Oct 31, 2025 | $31.56 |
| Nov 03, 2025 | $31.76 |
| Nov 04, 2025 | $30.91 |
| Nov 05, 2025 | $30.89 |
| Nov 06, 2025 | $29.02 |
| Nov 07, 2025 | $28.49 |
| Nov 10, 2025 | $28.40 |
| Nov 11, 2025 | $30.97 |
| 4 days before | -1.84% |
| 4 days after | 0.259% |
| On release day | -6.05% |
| Change in period | -1.59% |
| Release date | Feb 25, 2026 |
| Price on release | $45.22 |
| EPS estimate | $0.0700 |
| EPS actual | $0.120 |
| EPS surprise | 71.43% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $44.71 |
| Feb 20, 2026 | $44.21 |
| Feb 23, 2026 | $44.12 |
| Feb 24, 2026 | $45.19 |
| Feb 25, 2026 | $45.22 |
| Feb 26, 2026 | $43.26 |
| Feb 27, 2026 | $43.88 |
| Mar 02, 2026 | $43.67 |
| Mar 03, 2026 | $42.93 |
| 4 days before | 1.14% |
| 4 days after | -5.06% |
| On release day | -4.33% |
| Change in period | -3.98% |
| Release date | May 11, 2026 |
| Price on release | $49.96 |
| EPS estimate | -$0.100 |
| EPS actual | -$0.110 |
| EPS surprise | -10.00% |
| Date | Price |
|---|---|
| May 05, 2026 | $48.90 |
| May 06, 2026 | $48.32 |
| May 07, 2026 | $47.72 |
| May 08, 2026 | $48.32 |
| May 11, 2026 | $49.96 |
| May 12, 2026 | $49.96 |
| May 13, 2026 | $50.05 |
| May 14, 2026 | $51.37 |
| May 15, 2026 | $52.70 |
| 4 days before | 2.17% |
| 4 days after | 5.48% |
| On release day | 0% |
| Change in period | 7.77% |
Seadrill Earnings Call Transcript Summary of Q1 2026
Seadrill delivered a stronger-than-expected Q1 2026 driven by early contract commencements, solid operational execution and improved economic utilization across the fleet. Key operational wins included ahead-of-schedule reacceptance/reactivation of West Tellus and West Capella, plus ~$860 million of backlog from new awards (notably in the U.S. Gulf, Angola and Brazil). Management raised full-year 2026 revenue and EBITDA guidance (revenues $1.43–1.48B excluding ~$50M reimbursables; EBITDA $370–420M) and reiterated a focus on operational discipline, converting backlog into free cash flow, and capturing upside into 2027. Cash of $329M at quarter-end reflected expected reactivation/reacceptance spend; management expects an inflection in cash generation in mid-2026, helped by approximately $70M of lump-sum mobilization receipts from Petrobras and higher day rates as rigs move off legacy contracts. Balance sheet liquidity remains solid (gross principal debt $625M; ~$482M total liquidity including revolver capacity). Management is open to accretive M&A but prioritizes free cash flow generation and disciplined capital deployment (with shareholder returns a possible option once cash is generated).
