For the quarter ended December 2025, Transocean (RIG – Free Report) reported revenue of $1.04 billion, up 9.6% over the same period last year. EPS came in at $0.02, compared to -$0.09 in the year-ago quarter.
The reported revenue represents a surprise of +0.44% over the Zacks Consensus Estimate of $1.04 billion. With the consensus EPS estimate being $0.09, the EPS surprise was -76.47%.
While investors closely watch year-over-year changes in headline numbers — revenue and earnings — and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company’s underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock’s price performance more accurately.
Here is how Transocean performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Utilization – Total fleet average rig utilization: 85.8% compared to the 82.2% average estimate based on three analysts.
- Utilization – Ultra-Deepwater Floaters: 82.1% compared to the 77.5% average estimate based on three analysts.
- Average Daily Revenue – Harsh Environment Floaters: $449.8 thousand versus $445.6 thousand estimated by three analysts on average.
- Average Daily Revenue – Total fleet average daily revenue: $461.3 thousand compared to the $460.69 thousand average estimate based on three analysts.
- Average Daily Revenue – Ultra Deepwater Floaters: $466 thousand versus $467.12 thousand estimated by three analysts on average.
- Utilization – Harsh Environment Floaters: 96.6% compared to the 97.2% average estimate based on three analysts.
- Contract drilling revenues- Ultra-Deepwater Floaters: $724 million versus $715.42 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.3% change.
- Contract drilling revenues- Harsh Environment Floaters: $319 million versus $265.02 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +15.2% change.
View all Key Company Metrics for Transocean here>>>
Shares of Transocean have returned +34.3% over the past month versus the Zacks S&P 500 composite’s -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
