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Seadrill Limited (SDRL) Q3 2024 Earnings Call Transcript Summary

Seadrill Limited (SDRL) Q3 2024 Earnings Call Transcript Summary

Seadrill Limited (SDRL) 2024年第三季度业绩会 transcripts 摘要
富途资讯 ·  11/14 01:28  · 电话会议

The following is a summary of the Seadrill Limited (SDRL) Q3 2024 Earnings Call Transcript:

以下是Seadrill Limited(SDRL)2024年第三季度业绩会成绩单摘要:

Financial Performance:

财务业绩:

  • Seadrill reported a Q3 adjusted EBITDA of $93 million, exceeding expectations and securing additional work that propels them above previous full year guidance, now increasing EBITDA guidance midpoint by 13% to $385 million.

  • In Q3, Seadrill earned $354 million in total operating revenues, with adjusted EBITDA reaching $93 million.

  • A focus on cost management and operational efficiency has contributed positively to the financial outcomes.

  • Seadrill报告第三季度调整后EBITDA达到9300万美元,超出预期,并获得额外工作,推动他们超过先前全年指导,现将EBITDA指导中点提高13%至38500万美元。

  • 第三季度,Seadrill总运营收入为35400万美元,调整后EBITDA达到9300万美元。

  • 专注于成本管理和运营效率对财务业绩产生了积极影响。

Business Progress:

业务进展:

  • Seadrill integrated four Aquadrill drillships back into their fleet, exceeding cost synergy targets and achieving more efficient operations.

  • Continued fleet refinement and industry-leading share repurchases, reducing issued share count by 19% since September 2023.

  • Significant contractual advancements, including commitments in Brazil and high contract utilization expected for 2025 with secured contracts for major rigs like the West Carina and West Tellus.

  • Seadrill将四艘Aquadrill钻井船重新整合到他们的船队中,超出成本协同效益目标,实现了更高效的运营。

  • 持续优化船队和行业领先的股份回购,自2023年9月以来减少已发行股份数量19%。

  • 在巴西和高合同利用率方面取得重大进展,2025年有望获得西卡琳娜和西泰勒斯等主要设备的保障合同。

Opportunities:

机会:

  • Strong contract coverage for the 2025 market with 70% utilization already secured. Continued positive progress in Brazil, a key market for Seadrill.

  • Focusing on operational efficiency and asset optimization to meet demand and drive profitability.

  • 2025年市场具有强大的合同覆盖率,已经确保了70%的利用率。在巴西,Seadrill的主要市场,持续取得积极进展。

  • 专注于运营效率和资产优化,以满足需求并推动盈利能力。

Risks:

风险:

  • The temporary imbalance between drillship supply and demand, coupled with the volatile market, could impact rates and competitive positioning in 2025. This underscores the need for discrete asset management and strategic contracting practices.

  • 钻船供应和需求之间的暂时失衡,再加上市场波动,可能会影响2025年的价格和竞争定位。这凸显了需要进行独立资产管理和战略合同实践的重要性。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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译文内容由第三方软件翻译。


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