Noble Corporation Plc (NE) Q3 2024 Earnings Call Transcript Summary
Noble Corporation Plc (NE) Q3 2024 Earnings Call Transcript Summary
Due to consolidation benefits from acquiring Diamond Offshore, if including Diamond for the full quarter, adjusted EBITDA would have been nearly $350 million.The following is a summary of the Noble Corporation Plc (NE) Q3 2024 Earnings Call Transcript:
以下是 Noble Corporation Plc（NE）2024年第三季度業績會交易摘要：
Financial Performance:
財務表現:
Noble Corporation reported significant progress in Q3, with adjusted EBITDA rising from $271 million in Q2 to $291 million in Q3.
Strong free cash flow was reported at $165 million for the quarter, partly due to the Diamond acquisition adding depth to their free cash flow profile.
Due to consolidation benefits from acquiring Diamond Offshore, if including Diamond for the full quarter, adjusted EBITDA would have been nearly $350 million.
Noble Corporation報告稱，在第三季度取得了顯著進展，調整後的EBITDA從第二季度的27100萬美元上升至第三季度的29100萬美元。
季度報告顯示強勁的自由現金流爲16500萬美元，部分原因是由於收購金剛石公司，給他們的自由現金流概況增加了深度。
由於收購Diamond Offshore帶來的整合效益，若將Diamond納入整個季度計算，調整後的EBITDA將接近35000萬美元。
Business Progress:
業務進展：
Closed the acquisition of Diamond Offshore enhancing their deepwater capabilities and fleet size to 41 rigs.
Launched a second $400 million share repurchase program, and maintained a quarterly dividend of $0.50 per share.
Contracted additional 4.8 rig years of backlog with ExxonMobil, extending operations in Guyana through August 2028.
Gained new contracts and extended operations in the Gulf of Mexico, UK North Sea, South America, and Australia, notably increasing day rates on several projects.
完成對Diamond Offshore的收購，增強了他們的深水能力和鑽井平台規模達到41個。
啓動第二輪40000萬美元的股票回購計劃，並保持每股0.50美元的季度股息。
與埃克森美孚簽訂了額外4.8個鑽機年限的合同，將在圭亞那的業務延長至2028年8月。
與墨西哥灣、英國北海、南美洲和澳大利亞簽訂了新合同並延長了業務，顯著提高了多個項目的日租金。
Opportunities:
機會：
Expect robust growth and demand uptick in late 2025 and early 2026 based on the current open tenders and forthcoming project contracts.
Resilient and potential growth in the jack-up market, with global demand recently surpassing 410 rigs, and Noble's jack-up fleet seeing improved utilization and day rates.
預計根據當前的公開招標和即將到來的項目合同，在2025年下半年和2026年初會出現強勁增長和需求上漲。
揚帆市場韌性和潛在增長，在全球需求最近超過410臺鑽機，Noble的揚帆艦隊利用率和日租金得到改善。
Risks:
風險：
First-half of 2025 expected to face white space challenges due to delayed projects and customer capital discipline, impacting immediate rig demand.
Upstream sector tax adjustments by the U.K. government may influence capital deployment and demand visibility in the North Sea market.
由於項目延遲和客戶資金紀律，預計2025年上半年將面臨白色空間挑戰，影響即時鑽機需求。
英國政府對上游行業進行的稅收調整可能會影響資本配置和北海市場的需求可見度。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
