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SDSDRL

Seadrill Limited

$SDRL·$2.9B·Oil & Gas Drilling·Energy
$48.18+2.5%1Y+61.9%
Mentions · last 7 days
2026-08-07: 5 posts2026-08-08: 1 posts2026-08-09: 1 posts2026-08-10: 36 posts2026-08-11: 12 posts2026-08-12: 1 posts2026-08-13: 6 posts62+26%
Price updated 6m ago·X counts updated 20h ago
SDSDRL
$SDRLSeadrill Limited
$48.18+2.49%62 posts+26%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SDRL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-13

The move is getting stronger, with heavier trading behind it.

Seadrill Q2 EPS beat by 62% — flipped to real profit, backlog $2.9B, offshore-drilling cycle setting up.

Seadrill Limited is an offshore drilling contractor with drillship and jackup exposure. The story is a real offshore-drilling cycle inflection alongside Valaris, RIG, NE, and BORR.

Where it stands:

  • The operating story is running: Q2 revenue $449M grew 19% year-over-year at a 39% gross margin and 16% operating margin — real profit inflection.
  • Q2 EPS $0.47 vs $0.21 consensus (62% surprise) — flipped prior year loss into real profit.
  • The forward earnings arc is a hockey stick: consensus 2026 EPS $0.78 stepping to $3.48 in 2027 and $4.66 in 2028 — meaningful multi-year ramp on cycle recovery.
  • The valuation is complicated: trades at very high trailing PE reflecting recent losses; forward multiples are more meaningful.
  • The tape is trending: shares at the 68th percentile of the 52-week range, +10% above the 50-day and +15% above the 200-day, up 62% year-over-year.
  • Added $187M to backlog (West Vela one-year Talos contract and West Capella PTTEP extension) to reach ~$2.9B — real forward-revenue visibility.
  • $700M of 6.750% Senior Notes due 2034 issued June 30 — capital-structure optimization.
  • Share repurchase program extended through December 31 — real capital-return signal.
  • 2027-2028 framed as strong years for offshore drilling — sector setup.

Accelerating stays intact if Q3 (November 4) confirms continued EPS beats and shows backlog expansion. What breaks the setup is either an offshore-drilling day-rate break, or a specific customer contract loss.

Agrees with X sentimentX is right on the specifics — Q2 EPS $0.47 vs $0.21 (62% beat), $449M revenue (+19% YoY), $187M added to backlog (West Vela Talos, West Capella PTTEP), ~$2.9B total backlog, offshore drilling cycle setting up with SDRL/RIG/VAL/NE/BORR. My read agrees on direction.

What to watch: Q3 earnings November 4 — specifically backlog expansion, EPS beat cadence, and any commentary on 2027 pricing. Watch also for peer VAL/RIG/NE/BORR earnings for offshore-drilling sector context.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-08-13

Seadrill posts Q2 with adjusted EPS $0.47 vs $0.21 (+123.8% beat, +169% YoY) and revenue $449M vs $377.5M (+18.93% beat). Company adds $187M to backlog including a $161M West Vela one-year Talos contract and $26M West Capella PTTEP extension, bringing backlog to ~$2.9B. Offshore market keeps tightening with 2027-2028 shaping up as strong years.

Read the AI verdict + X sentiment for $SDRL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Offshore contract driller operating drillships, semi-submersibles, and jack-ups for oil and gas exploration in deepwater and harsh environments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Drilling sits in its cycle right now — and what that implies for $SDRL.

Oil & Gas Drilling · Energy

No material change from last week — structural undersupply of capable ultra-deepwater rigs after years of underinvestment is creating backlog visibility for the few large-asset operators that..

Top industry ETF

$OIHVanEck Oil Services ETF
+37.1%YTD
+70.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
2338.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
25.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$0.47$0.29+62.1%
Q1 2026May 11, 2026$-0.11$-0.10-10.0%
Q4 2025Feb 25, 2026$0.12$0.07+71.4%
Q3 2025Nov 5, 2025$-0.17$0.26-165.4%
Next earningsWed, Nov 4·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$449.0M+19.1%38.5%16.0%$0.47$-5.0M
Q1 FY26$358.0M+6.9%14.0%7.0%$-0.11$-35.0M
Q4 FY25$362.0M+25.3%12.7%5.2%$-0.16$-85.0M
Q3 FY25$352.0M-0.6%31.8%7.4%$-0.18$9.0M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.5B$0.78$0.08 – $1.454
FY27$1.7B$1.6B – $1.8B$3.48$3.31 – $3.623
FY28$1.8B$1.7B – $1.8B$4.66$4.42 – $4.841

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+15.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 57.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 11Grant R CreedCFO34.1K sh$1.5MSellJun 11Marcel WieggersSenior VP, Operations13.5K sh$606KSellJun 10Torsten Sauer-petersenSee Remarks42.6K sh$1.9MSellJun 10Todd D StricklerSVP & General Counsel31.4K sh$1.4M
+ 30 other (15 exempts · 9 awards · 6 inkinds) in window

See when $SDRL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Seadrill Finance Limited (wholly owned subsidiary of Seadrill, SDRL) issued $700 million of 6.750% Senior Notes due 2034 on June 30, 2026 in a Rule 144A/Regulation S private placement. This is a significant capital markets transaction providing long-term fixed-rate financing for the offshore driller.

8-KPress release / Reg FDJun 228-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Seadrill (SDRL) issued a press release on June 22, 2026 announcing it extended its share repurchase program through December 31, 2026. The extension gives Seadrill continued authorization to buy back its shares through year-end.

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Seadrill (SDRL) entered into Amendment No. 2 to its Senior Secured Revolving Credit Agreement on June 16, 2026, replacing J.P. Morgan SE as administrative agent with JPMorgan Chase Bank, N.A., with GLAS Trust as security agent. This is an administrative amendment updating the agent bank entity.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD
AI summary

Seadrill (SDRL) announced on June 15, 2026 its intention to offer $600 million of senior unsecured notes through Seadrill Finance Limited in a Rule 144A/Regulation S private placement, subject to market conditions. This deal intention announcement preceded the $700 million offering completed June 30, 2026, with the final size increasing from the initial $600 million target.

8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KOfficer or director changeMar 188-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 13 other (4 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Seadrill (NYSE:SDRL) Shares Gap Up After Better-Than-Expected Earningsdefenseworld.net·4d agoSeadrill Limited (SDRL) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d agoSeadrill Q2 Earnings Call Highlightsmarketbeat.com·4d agoSeadrill (SDRL) Q2 Earnings and Revenues Beat Estimateszacks.com·4d agoSeadrill Announces Second Quarter 2026 Resultsbusinesswire.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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