文章核心观点 公司公布2023年第四季度及全年财报，虽仍有净亏损但部分指标改善，业务表现受多种因素影响，对未来市场持乐观态度 [1][7] 财务数据 第四季度（截至2023年12月31日） - 合同钻井收入7.41亿美元，环比增加2800万美元，因平均日收入、船队收入效率及部分钻机利用率提高，部分被闲置和准备合同的钻机收入降低抵消 [1][3] - 调整后合同钻井收入7.48亿美元，环比增加2700万美元 [1] - 收入效率97.0%，环比提高1.6个百分点 [1] - 运营和维护费用5.69亿美元，环比增加4500万美元，因钻机复工和维护成本增加，部分被闲置钻机活动减少抵消 [1][4] - 归属于控股股东净亏损1.04亿美元，稀释后每股亏损0.13美元，亏损较上季度减少1.16亿美元 [1] - 调整后净亏损7400万美元，调整后稀释后每股亏损0.09美元 [1][2] - 调整后息税折旧摊销前利润（EBITDA）1.22亿美元，环比减少4000万美元，调整后EBITDA利润率16.3%，环比下降6.2个百分点 [1] - 利息费用净额1.42亿美元，利息收入1000万美元 [5] - 有效税率 -25.0%，较上季度的16.3%下降，排除离散项目后为 -30.0% [5] - 经营活动提供现金9800万美元，环比增加1.42亿美元，因利息支付时间和客户收款增加，部分被关联方现金收支变化抵消 [6] - 资本支出2.2亿美元，主要与新造超深水钻井船“Deepwater Aquila”相关，上季度为5000万美元 [6] 全年（2023年） - 归属于控股股东净亏损9.54亿美元，稀释后每股亏损1.24美元，包含2.15亿美元净不利项目，调整后净亏损7.39亿美元，调整后稀释后每股亏损0.96美元 [8] - 合同钻井收入28.32亿美元，高于2022年的25.75亿美元和2021年的25.56亿美元 [17] - 经营和维护费用19.86亿美元，折旧和摊销7.44亿美元，一般和行政费用1.87亿美元 [17] - 经营亏损3.25亿美元，其他收入（费用）净额 -6.16亿美元，税前亏损9.41亿美元，所得税费用1300万美元 [17] 业务情况 - 公司是领先的海上合同钻井服务提供商，专注超深水和恶劣环境钻井服务，拥有或部分拥有并运营36个移动海上钻井装置，正在建造一艘超深水钻井船 [11] - 2023年增加32亿美元积压订单，全年正常运行时间达97.6%，完成八个大型项目，交付多艘钻井船 [7] 非GAAP财务指标 - 公司认为调整后合同钻井收入、EBITDA、调整后EBITDA和调整后净收入等非GAAP指标能补充评估运营表现，应与GAAP指标结合使用 [9] - 所有非GAAP指标与最具可比性GAAP指标的调节表在公司网站展示 [10] 会议信息 - 公司将于2024年2月20日上午9点（美国东部时间）、下午3点（欧洲中部时间）举行电话会议讨论财报，提供参与方式和网络直播信息，会议重播可通过电话和公司网站获取 [12]

In the latest trading session, Transocean (RIG) closed at $5.17, marking no change from the previous day. This move lagged the S&P 500's daily gain of 0.96%. On the other hand, the Dow registered a gain of 0.4%, and the technology-centric Nasdaq increased by 1.3%.Coming into today, shares of the offshore oil and gas drilling contractor had lost 4.08% in the past month. In that same time, the Oils-Energy sector lost 0.51%, while the S&P 500 gained 3.69%.The investment community will be closely monitoring the ...

STEINHAUSEN, Switzerland, Feb. 14, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE:RIG) today issued a quarterly Fleet Status Report that provides the current status of, and contract information for, the company's fleet of offshore drilling rigs. This quarter's report includes the following updates: Transocean Barents – Awarded a minimum 540-day contract in the Romanian Black Sea at a rate of $465,000.Deepwater Skyros – Awarded a three-well extension in Angola at a rate of $400,000.Deepwater Invictus – Award ...

Transocean (NYSE: RIG) stock price has been in trouble as I predicted in October. It was trading at $5.70 on Thursday, down by over 35% from its highest point in 2023. This pullback has brought the company’s market cap to $4.6 billion while its short interest has remained steady at 18.6%. Transocean’s fundamentals are relatively strong. It ended last quarter with over $9.6 billion in order backlog, a record figure that is also 2x that of its nearest competitor. It has continued to add to this backlog after ...

STEINHAUSEN, Switzerland, Feb. 06, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE:RIG) announced today that it will report earnings for the fourth quarter and full year 2023 on Monday, February 19, 2024. The company will conduct a teleconference to discuss the results starting at 9 a.m. EST, 3 p.m. CET, on Tuesday, February 20, 2024. Individuals who wish to participate should dial +1 785-424-1226 and refer to conference code 932678 approximately 15 minutes prior to the scheduled start time. The teleconferen ...

STEINHAUSEN, Switzerland, Feb. 06, 2024 (GLOBE NEWSWIRE) -- Transocean Ltd. (NYSE: RIG) announced today that it will report earnings for the fourth quarter and full year 2023 on Monday, February 19, 2024. The company will conduct a teleconference to discuss the results starting at 9 a.m. EST, 3 p.m. CET, on Tuesday, February 20, 2024. Individuals who wish to participate should dial +1 785-424-1226 and refer to conference code 932678 approximately 15 minutes prior to the scheduled start time. The teleconfere ...

In the latest market close, Transocean (RIG) reached $5.77, with a +1.05% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.76%. Elsewhere, the Dow gained 0.59%, while the tech-heavy Nasdaq added 1.12%.Shares of the offshore oil and gas drilling contractor have depreciated by 10.08% over the course of the past month, underperforming the Oils-Energy sector's loss of 2.82% and the S&P 500's gain of 2.5%.The investment community will be paying close attention to the earnin ...

股价表现 - Transocean (RIG)昨日收盘价为$5.49，较前一交易日上涨1.29%[1] - 近一个月来，Transocean股价下跌了14.78%，而同期石油能源行业下跌了5.56%，标普500指数上涨了2.08%[2] 财报预测 - Transocean即将发布的季度财报备受投资者关注，预计每股收益为-$0.22，同比增长55.1%，预计营收为$771.5亿，同比增长23.44%[3] 分析师观点 - 分析师对Transocean的最新估值变动值得投资者关注，正面估值变动反映了分析师对公司业务和盈利能力的乐观态度[4]

股价表现 - Transocean (RIG) 最近的股价为$5.29，较前一交易日收盘价下跌了1.86% [1] - 过去一个月，这家离岸石油和天然气钻井承包商的股价下跌了13.76%，落后于石油能源行业的下跌幅度为2.83%以及标普500指数在同期的上涨幅度为1.2% [2] 财报预测 - 预计Transocean将报告每股收益为-0.22美元，较去年同期增长了55.1%。同时，最新的共识预测显示公司的营收将达到7.715亿美元，较去年同期增长了23.44% [3] 分析师预测修订 - 投资者应关注分析师对Transocean的最新预测修订。这些修订有助于展示近期业务趋势的不断变化。因此，我们可以将积极的预测修订视为对公司业务前景乐观的迹象 [4] Zacks Rank评级系统 - 研究表明，预测调整与股价表现相关。Zacks Rank系统从1（强热门）到5（强卖出），Transocean目前的Zacks Rank为3（持有） [5][6] 估值分析 - Transocean目前的前瞻市盈率为31.98，存在溢价 [7] 行业排名 - 石油和天然气-钻井行业属于石油能源部门，目前的Zacks行业排名为232，在所有250多个行业中处于倒数8%的位置 [8][9] 信息监控 - 请务必使用Zacks.com监控所有这些影响股价的指标，以及在未来的交易日内持续关注更多信息 [10]

全球海上钻井市场资本支出变化 - 全球海上钻井市场资本支出动态发生变化，资本支出重心从北美转移到国际市场[1] - 美国天然气价格下跌导致多家钻井船船东将船只重新部署到国际水域[2] - 预计有利的海上动态将推动活动，为SLB、Seadrill Limited和Transocean等设备供应商和海上钻井公司带来机会[3]