Latest revenue
$785.7M
as of 2026-03-31
Latest net income
$120.7M
as of 2026-03-31
Net margin
15.4%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $8.30B
- Enterprise value
- $8.30B
- P/E (trailing)
- 38.3×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 3.8%
- 52-wk high
- $54.98
- 52-wk low
- $23.45
- Beta
- —
- Shares out
- 159.5M
5-year trend
What this company does
PART I Item 1. Business. Overview Noble Corporation plc, a public limited company incorporated under the laws of England and Wales (“Noble”), is a leading offshore drilling contractor for the oil and gas industry. We provide contract drilling services to the international oil and gas industry with our global fleet of mobile offshore drilling units. We deliver our services through a high-specification fleet of floating and jackup rigs and the deployment of our drilling rigs in oil and gas basins around the world. Noble and its predecessors have been engaged in the contract drilling of oil and gas wells since 1921. As of December 31, 2025, our fleet of 36 drilling rigs consisted of 25…
AI summary unavailable — showing raw filing excerpt
Generated from NE's filing dated 2026-02-12
Key risks
Item 1A. Risk Factors. You should carefully consider the following risk factors in addition to the other information included in this Annual Report on Form 10-K. Each of these risk factors could affect our business, operating results, and financial condition as well as affect an investment in our shares. The disclosures in this section reflect our beliefs and opinions as to factors that could materially and adversely affect us in the future. References to past events are provided by way of example only and are not intended to be a complete listing or a representation as to whether or not such factors have occurred in the past. Risks Related to Our Business and Operations Our business…
AI summary unavailable — showing raw filing excerpt
Generated from NE's filing dated 2026-02-12
Profitability
Operating margin
12.6%
36.0%Net margin
6.6%
55.0%Return on equity
4.8%
50.6%Return on assets
2.9%
48.9%Leverage
Debt / equity
0.66×
8.0%Long-term debt / equity
0.43×
2.0%Debt / assets
39.6%
4.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $785.7M | -10.2% | $120.7M | +11.5% | 15.4% |
Q4 2025 2025-12-31 | $764.4M | -17.6% | $86.6M | -10.4% | 11.3% |
Q3 2025 2025-09-30 | $798.0M | -0.3% | $-21.1M | -134.5% | -2.6% |
Q2 2025 2025-06-30 | $848.7M | +22.5% | $42.9M | -78.0% | 5.1% |
Q1 2025 2025-03-31 | $874.5M | +37.3% | $108.3M | +13.4% | 12.4% |
Q4 2024 2024-12-31 | $927.3M | — | $96.6M | — | 10.4% |
Q3 2024 2024-09-30 | $800.5M | +14.8% | $61.2M | -61.3% | 7.6% |
Q2 2024 2024-06-30 | $692.8M | +8.5% | $195.0M | +196.3% | 28.1% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Drilling Oil & Gas Wells · SIC 1381
Your notes
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Insider activity
Insider buying
$0
Insider selling
$22.5M
Net activity
−$22.5M
Distinct insiders
9
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns NE
Institutional value
$3.80B
Total shares held
78.9M
Distinct holders
253
-94 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.0M | $931.7M | +305.2K (+1.6%) | Added |
| 2 | First Eagle Investment Management, LLC | 13.6M | $665.5M | +1.4M (+11.2%) | Added |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.0M | $393.0M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 6.9M | $336.2M | +742.1K (+12.1%) | Added |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $278.8M | — | New |
| 6 | Capital World Investors | 2.9M | $141.4M | +413.4K (+16.7%) | Added |
| 7 | Goehring & Rozencwajg Associates, LLC | 1.8M | $90.3M | +415.2K (+29.1%) | Added |
| 8 | Avidian Wealth Enterprises, LLC | 1.3M | $63.9M | -234.7K (-15.3%) | Trimmed |
| 9 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.2M | $56.8M | +94.1K (+8.9%) | Added |
| 10 | UBS Group AG | 1.1M | $55.6M | -79.2K (-6.5%) | Trimmed |
| 11 | Hosking Partners LLP | 1.1M | $51.6M | -88.4K (-7.8%) | Trimmed |
| 12 | Bank of New York Mellon Corp | 865.8K | $42.5M | -8.1K (-0.9%) | Trimmed |
| 13 | Russell Investments Group, Ltd. | 830.8K | $40.8M | -80.7K (-8.9%) | Trimmed |
| 14 | VANGUARD FIDUCIARY TRUST CO | 816.7K | $40.1M | — | New |
| 15 | Invesco Ltd. | 781.5K | $38.3M | -14.1K (-1.8%) | Trimmed |
| 16 | PRINCIPAL FINANCIAL GROUP INC | 779.8K | $38.3M | +181.7K (+30.4%) | Added |
| 17 | CWA Asset Management Group, LLC | 707.9K | $34.7M | +544.5K (+333.3%) | Added |
| 18 | EXCHANGE TRADED CONCEPTS, LLC | 555.5K | $27.3M | +176.0K (+46.4%) | Added |
| 19 | JPMORGAN CHASE & CO | 535.7K | $26.2M | +170.2K (+46.6%) | Added |
| 20 | EDMOND DE ROTHSCHILD HOLDING S.A. | 500.1K | $24.5M | -47.2K (-8.6%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once NE's latest filing finishes processing.