Inferra AI / Company / NE

Noble Corp Plc

NE · Energy

Last earnings Oct 26, 2026

Key results

Revenuequarter

$684 million

Third Quarter Results Contract drilling services revenue for the third quarter of 2026 totaled $684 million compared to $679 million in the prior quarter.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

Capexquarter

$192 million

Net cash provided by operating activities in the third quarter of 2026 was $144 million, Capital Expenditures were $192 million, and Free Cash Flow was $(48) million.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

Dayrates may include revenue associated with performance including, for example, approximately 40% assumed performance revenue realized on a combined basis under certain long-term contracts with Shell (US) and TotalEnergies (Suriname).

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

Dayrates may include revenue associated with performance, including, for example, approximately 40% assumed performance revenue realized on a combined basis under certain long-term contracts with Shell (US) and TotalEnergies (Suriname).

SEC original ↗Noble Corp Plc — Presentation / slide deck (8-K exhibit)EX-99Oct 26, 2026

AI analysis

Q3 2027 · reported Oct 26, 2026

Based on: Earnings release + Q3 2027 deck + parent 8-K — transcript not held

Revenue · Q3 2027

$684M

+0.7% +$5M vs prior quarter computed from stated figures

EX-99 · Oct 26, 2026

Capex · Q3 2027

$192M

-6.3% vs prior quarter computed from stated figures

EX-99 · Oct 26, 2026

The quarter in charts

Revenue — quarterly

As stated

EX-99 · Oct 26, 2026 Statement values as stated in the release.

Guidance ladder — revenue

Delivered vs the company's guided range

Q3 2027 delivered$684M

Guided range (company-stated)$2.9B · midpoint $2.9B

0$B

EX-99 · Oct 26, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

Metric	Q3 2027	Prior qtr	Year ago
Revenue	$684 million	$679 million	—
Capex	$192 million	$205 million	—

EX-99 · Oct 26, 2026

Guidance · company-stated

Direction: Raised

Revenue$2,900 million

“Outlook For the full year 2026, Revenue guidance is narrowed to $2,850-$2,900 million (versus $2,800-$2,900 million previously) Adjusted EBITDA guidance is narrowed to $850-$900 million (versus $850-$925 million previously) and Capital Expenditures guidance is increased to $680-$705 million (versus $615-$665 million previously), with the increase primarily attributable to higher customer reimbursable Capital Expenditures.”

Company outlook

“Excluding this $40 million increase in customer reimbursable Capital Expenditures (from $25 million to $65 million), our Capital Expenditures guidance would remain within the prior range.”

Midpoint vs latest-quarter revenue+324.0%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Capex$192M

Capital allocation

Dividend$0.50

$0.50 per share cash dividend declared for Q4, maintaining consistent return of capital program.

What changed vs last quarter

Revenue +$5M (+0.7%) computed from stated figures
Guide midpoint vs latest-quarter revenue +324.0% computed from stated figures

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

NOBLE CORPORATION PLC ANNOUNCES THIRD QUARTER 2026 RESULTS

Based on: Earnings release + Q3 2027 deck + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Outlook For the full year 2026, Revenue guidance is narrowed to $2,850-$2,900 million (versus $2,800-$2,900 million previously) Adjusted EBITDA guidance is narrowed to $850-$900 million (versus $850-$925 million previously) and Capital Expenditures guidance is increased to $680-$705 million (versus $615-$665 million previously), with the increase primarily attributable to higher customer reimbursable Capital Expenditures.”

Company outlook: “Excluding this $40 million increase in customer reimbursable Capital Expenditures (from $25 million to $65 million), our Capital Expenditures guidance would remain within the prior range.”

Revenue — Raised (“increased”)
“Full Year 2026 Guidance for Revenue and Adjusted EBITDA narrowed within prior guidance ranges Capital Expenditures guidance increased, primarily attributable to higher customer reimbursable Capital Expenditures.”

Revenue — Raised (“increased”)
“Outlook For the full year 2026, Revenue guidance is narrowed to $2,850-$2,900 million (versus $2,800-$2,900 million previously) Adjusted EBITDA guidance is narrowed to $850-$900 million (versus $850-$925 million previously) and Capital Expenditures guidance is increased to $680-$705 million (versus $615-$665 million previously), with the increase primarily attributable to higher customer reimbursable Capital Expenditures.”

Company outlook — Raised (“increase”)
“Excluding this $40 million increase in customer reimbursable Capital Expenditures (from $25 million to $65 million), our Capital Expenditures guidance would remain within the prior range.”

Classified from the release's primary full-year outlook statement.

Capital allocation

$0.50 per share cash dividend declared for Q4, maintaining consistent return of capital program.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

On October 26, 2026, Noble s Board of Directors approved an interim quarterly cash dividend on our ordinary shares of $0.50 per share for the fourth quarter of 2026.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

The $0.50 per share dividend is expected to be paid on December 17, 2026, to shareholders of record at close of business on November 25, 2026.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

Future quarterly dividends and other shareholder returns will be subject to, amongst other things, approval by the Board of Directors.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

With respect to our capital allocation policy, distributions to shareholders in the form of either dividends or share buybacks are subject to the Board of Directors assessment of factors such as business development, growth strategy, current leverage and financing needs.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

There can be no assurance that a dividend or buyback program will be declared or continued.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

Strategy & priorities

When used in this communication, or in the documents incorporated by reference, the words guidance, anticipate, aim, believe, continue, could, estimate, expect, future, goal, intend, likely, likelihood, may, might, on track, outlook, plan, possible, potential, predict, project, should, schedule, would, achieve, shall, 3 seek, strategy, target, will and similar expressions are intended to be among the statements that identify forward looking statements.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

When used in this communication, or in the documents incorporated by reference, the words guidance, anticipate, aim, believe, continue, could, estimate, expect, future, goal, intend, likely, likelihood, may, might, on track, outlook, plan, possible, potential, predict, project, should, schedule, would, achieve, shall, seek, strategy, target, will and similar expressions are intended to be among the statements that identify forward looking statements.

SEC original ↗Noble Corp Plc — Presentation / slide deck (8-K exhibit)EX-99Oct 26, 2026

Risks & headwinds

Forward-looking statements involve risks, uncertainties and assumptions, and actual results may differ materially from any future results expressed or implied by such forward-looking statements.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

We cannot control such risk factors and other uncertainties, and in many cases, we cannot predict the risks and uncertainties that could cause our actual results to differ materially from those indicated by the forward-looking statements.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

You should consider these risks and uncertainties when you are evaluating us.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

What changed vs prior quarter

Guidance direction — prior quarter: Reiterated; this quarter: Raised

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

Capex — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Noble Corp Plc — Earnings release (8-K exhibit)EX-99Oct 26, 2026

Documents

Earnings deck slides

0 decks with slide view

Noble Corp Plc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors