NE Noble Corp plc

BULLISH Impact: 7/10 8-K
Horizon weeks Filed Apr 27, 2026 Processed 1mo ago SEC 0001895262-26-000108
8-K Item 2.02: Earnings release
Latest settled — T+1d
NE-WT ▲ 0.00% at T+1d
LONG call ✗ call lost 0.00% · α vs SPY +0.49% · entry $30.22 → $30.22
Next anchor: T+5d due 6w ago
Currently $46.93 · +55.29% from $30.22 entry
Entry anchored
Apr 27, 2026
via day open
T+1d
0.00%
call 0.00% · α +0.49%
$30.22
settled 7w ago
T+5d
call — · α —
due 6w ago
T+20d
call — · α —
due 18d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Noble Corp reported Q1 2026 earnings with EPS of $0.75, up from $0.54 in Q4 2025, on revenue of $786 million. Adjusted EBITDA rose to $277 million from $232 million. The company maintained its full-year 2026 revenue and EBITDA guidance while raising capex guidance by $25 million due to the reactivation of the Noble Deliverer rig. A $0.50 per share dividend was declared for Q2.

Key Financial Metrics

Guidance
2800000000-3000000000
maintained
Free Cash Flow
$169.4M

Actionable Insight

Monitor Q2 earnings for confirmation of sustained operational improvement and dayrate trends. The maintained guidance suggests confidence in the current market, but rising capex could pressure margins if dayrates stagnate.

Key Facts

  • Q1 2026 EPS of $0.75 vs. $0.54 in Q4 2025
  • Revenue of $786 million vs. $764 million in Q4 2025
  • Adjusted EBITDA of $277 million vs. $232 million in Q4 2025
  • Full-year 2026 revenue and EBITDA guidance maintained
  • $0.50 per share dividend declared for Q2 2026

Financial Impact

EPS up 39%, revenue up 3%, EBITDA up 19% sequentially

epsrevenueebitdadividend

Risk Factors

  • Increased capex guidance may pressure margins
  • Commodity price volatility could impact drilling demand

Market Snapshot

Exchange
NYSE
Sector
Drilling Oil & Gas Wells

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001895262-26-000108
Document: ne-20260427.htm0001895262-26-000108
Document: noblecorporationplcslide.htm0001895262-26-000108
Document: 0001895262-26-000108-index-headers.html0001895262-26-000108
Document: 0001895262-26-000108-index.html0001895262-26-000108
Document: 0001895262-26-000108.txt0001895262-26-000108
8-K Data (Synthetic)0001895262-26-000108
15 reports for NE
Performance horizon
Filters
Rows
Reports for NE — sortable, filterable
Type Now
Jun 12, 2026
today
8-K
NEUTRAL ★ 4/10
$46.95 awaiting T+1awaiting T+1$46.93 (−0.03%)
Jun 1, 2026
11d ago
8-K
BULLISH ★ 5/10
$19.76 awaiting T+1awaiting T+1$46.93 (+137.50%)
Jun 1, 2026
11d ago
8-K
BULLISH ★ 6/10
awaiting T+1
May 22, 2026
21d ago
3
NEUTRAL ★ 2/10
awaiting T+1
May 22, 2026
21d ago
8-K
NEUTRAL ★ 2/10
awaiting T+1
May 15, 2026
28d ago
144
NEUTRAL ★ 2/10
$19.76 awaiting T+1awaiting T+1$46.93 (+137.50%)
May 6, 2026
5w ago
144
NEUTRAL ★ 2/10
awaiting T+1
May 5, 2026
5w ago
144
NEUTRAL ★ 3/10
awaiting T+1
May 5, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$49.95 $49.08▼ −1.74%▼ −3.13%$46.93 (−6.05%)
Apr 30, 2026
6w ago
144
NEUTRAL ★ 2/10
awaiting T+1
Showing 10 of 15

US Market Status

Market Closed — Opens Mon (52h 2m)

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