NYSE$SDRL

Seadrill Ltd · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Seadrill reported Q1 2026 operating revenues of $358M (+3% YoY), operating profit of $24M, and a net loss of $7M ($0.11 diluted loss per share).

For the three months ended March 31, 2026, Seadrill posted total operating revenues of $358 million, up from $335 million, with contract revenues of $277 million. Operating profit was $24 million versus $18 million; however, income tax expense of $23 million and net financial charges produced a net loss of $7 million (diluted loss per share $0.11), compared with a $14 million net loss a year ago.

  • Operating revenues $358M (+7%); contract revenues $277M.
  • Operating profit $24M; EBITDA trends supported by fleet utilization.
  • Net loss narrowed to $7M from $14M; diluted LPS $0.11 vs. $0.23.
  • Depreciation and amortization $71M; management contract revenues $63M.
  • Cash $304M; long-term debt $614M at quarter end.

Headline financials

Total Revenue

$358M

Previous: $335M+6.9%
EPS (adj)

-$0.11

Previous: -$0.23+52.2%
Capital Expenditures

-$13M

Previous: -$45M+71.1%
Free Cash Flow

-$35M

Previous: -$59M+40.7%
Net Income

-$7M

Previous: -$14M+50.0%
Operating Income

$24M

Previous: $18M+33.3%
Gross Profit

$358M

Previous: $335M+6.9%
Cash & Equivalents

$304M

Previous: $404M-24.8%
Total Assets

$3.99B

Previous: $4.06B-1.7%

Revenue & EPS history

Seadrill Ltd · Revenue · Quarterly

$358M

Q1 2026+6.9%vs Q1 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

Seadrill discusses backlog, day rates, and capital allocation in MD&A without issuing formal quarterly EPS guidance in the 10-Q.

Tailwinds

  • Operating profit improved on higher revenues.
  • Net loss narrowed year over year.

Headwinds

  • Still reporting a bottom-line loss despite positive operating profit.
  • Tax and interest expense remain significant headwinds.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 4 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.9%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+4.9%

Avg return

30 days after

40%

2 / 5 earnings

Positive

+3.3%

Q1 2026

Best reaction

-6.1%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.3%+8.9%-7.5%
Q4 2025-4.3%-5.1%+0.4%
Q3 2025-6.1%+0.3%+3.6%
Q2 2025-5.0%-2.7%+10.5%
Q1 2025+2.5%+1.2%+17.3%

Discussion

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