BORR
Borr DrillingBORR
BORR
About: Borr Drilling Ltd is a drilling contractor that owns and operates jack-up rigs of modern and high-specification designs providing drilling services to the oil and gas exploration and production industry. The company operates a fleet of around 16 jack-up drilling rigs. Geographically the activities are carried out through Norway.
Employees: 2,087
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
38% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 29
33% more capital invested
Capital invested by funds: $486M [Q4 2024] → $646M (+$159M) [Q1 2025]
7% more funds holding
Funds holding: 142 [Q4 2024] → 152 (+10) [Q1 2025]
1% more call options, than puts
Call options by funds: $692K | Put options by funds: $685K
0% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 48
6.66% less ownership
Funds ownership: 49.81% [Q4 2024] → 43.15% (-6.66%) [Q1 2025]
67% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 1 (-2) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for BORR.
Financial journalist opinion
Based on 3 articles about BORR published over the past 30 days
Negative
Seeking Alpha
2 weeks ago
Borr Drilling: Weak Results, But It's All In The Details
Borr Drilling's Q1 report was weak, with revenue and EBITDA down, but the business remains stable and the balance sheet is healthy. Market headwinds, short-term contracts, and suspended dividends reflect macro uncertainty, not company-specific issues, creating a transitional year for Borr. Management is considering share buybacks due to the low share price, and expects improved EBITDA and higher dayrate coverage in coming quarters.
Neutral
Seeking Alpha
3 weeks ago
Borr Drilling Limited (BORR) Q1 2025 Earnings Call Transcript
Borr Drilling Limited (NYSE:BORR ) Q1 2025 Earnings Conference Call May 22, 2025 9:00 AM ET Company Participants Patrick Schorn - Chief Executive Officer Magnus Vaaler - Chief Financial Officer Bruno Morand - Chief Commercial Officer Conference Call Participants Eddie Kim - Barclays Doug Becker - Capital One Fredrik Stene - Clarksons Securities Craig Ross - Bank of America Fady Chammas - Triton Partners Operator Good day and thank you for standing by. Welcome to the Borr Drilling Limited Q1 2025 Results Presentation, Webcast and Conference Call.
Negative
The Motley Fool
3 weeks ago
Borr Drilling Delivers Q1 Results, Suspends Dividend
Borr Drilling (BORR 1.24%) reported its first-quarter 2025 results on May 21, revealing a $46.5 million sequential decline in revenue to $216.6 million, adjusted EBITDA of $96.1 million, and a net loss of $16.9 million, all primarily due to temporary rig suspensions and contract mobilizations. Liquidity improved to $320 million, and the company increased its active rig count from 16 to 22 as of May, but suspended its dividend in response to heightened market uncertainty.
Neutral
PRNewsWire
1 month ago
Borr Drilling Limited - Invitation to webcast and conference call Q1 2025 results
HAMILTON, Bermuda , April 24, 2025 /PRNewswire/ -- Borr Drilling Limited (NYSE: BORR) plans to release its financial results for the first quarter 2025 after the close of the New York Stock Exchange on Wednesday 21 May, 2025. A conference call and webcast is scheduled for 9:00 AM New York Time (15:00 CET) on Thursday 22 May, 2025 and participants are encouraged to dial in 10 minutes before the start of the call.
Neutral
PRNewsWire
2 months ago
Borr Drilling Limited - Filing of 2024 Annual Report on Form 20-F
HAMILTON, Bermuda , March 25, 2025 /PRNewswire/ -- Borr Drilling Limited (the "Company") (NYSE: BORR) today filed its Annual Report on Form 20-F for the Year Ended December 31, 2024 (the "2024 Annual Report"). The report is attached to this release.
Neutral
PRNewsWire
2 months ago
Borr Drilling Limited - Notice of Annual General Meeting
HAMILTON, Bermuda , March 17, 2025 /PRNewswire/ -- The Annual General Meeting of Shareholders of Borr Drilling Limited (the "Company") (NYSE: BORR) will be held on Wednesday May 21, 2025. The Board of Directors has fixed the close of business on March 6, 2025, as the record date for determination of the shareholders entitled to receive notice of, attend and vote at the Annual General Meeting or any adjournment thereof.
Neutral
Seeking Alpha
3 months ago
Borr Drilling Limited (BORR) Q4 2024 Earnings Call Transcript
Borr Drilling Limited (BORR) Q4 2024 Earnings Call Transcript
Neutral
PRNewsWire
3 months ago
Borr Drilling Limited - Dividend declaration and key information relating to the cash distribution for the fourth quarter 2024
HAMILTON, Bermuda , Feb. 19, 2025 /PRNewswire/ -- Borr Drilling Limited (NYSE: BORR) today announces that the Company's Board of Directors has approved a cash distribution of paid-in capital of US$0.02 per share for the fourth quarter of 2024 to shareholders of record on March 3, 2025. For the shares traded on NYSE, the ex-date is March 3, 2025, and payment date will be on or about March 19, 2025.
Neutral
PRNewsWire
4 months ago
Borr Drilling Limited - Collections update Mexico
HAMILTON, Bermuda , Jan. 30, 2025 /PRNewswire/ -- Borr Drilling Limited (NYSE: BORR) (the "Company") is pleased to announce that it has agreed with its major Mexican customer to receive payment settlement for approximately $125 million related to its outstanding receivables. The Company expects to collect this amount in the first half of February 2025.
Neutral
PRNewsWire
4 months ago
Borr Drilling Limited - Invitation to webcast and conference call Q4 2024 results
HAMILTON, Bermuda , Jan. 21, 2025 /PRNewswire/ -- Borr Drilling Limited (NYSE: BORR) plans to release its financial results for the fourth quarter 2024 after the close of the New York Stock Exchange on Wednesday 19 February, 2025. A conference call and webcast is scheduled for 15:00 CEST (9:00 AM New York Time) on Thursday 20 February, 2025 and participants are encouraged to dial in 10 minutes before the start of the call.
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