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Edge11 Sep 2026
Texas Pacific Land Corporation: Keeper of the Permian Basin
Land once granted to a failed 19th-century railroad now generates royalties for Texas Pacific Land Corporation across the Permian Basin.
Borr Drilling
Borr Drilling (BORR) investor relations material
Borr Drilling Pareto Securities' 33rd Annual Energy Conference presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pareto Securities' 33rd Annual Energy Conference presentation summary16 Sep, 2026
Strategic transactions and portfolio expansion
Acquired five premium jack-up rigs from Noble for $360M, expanding the fleet to 29 rigs and maintaining the youngest fleet in the industry.
Entered a $287M joint venture to acquire five additional jack-ups in Mexico, increasing the wholly and jointly owned fleet to 34 rigs.
Restructured Mexican operations by divesting a 51% interest in Perfomex JVs, simplifying structure while preserving economic benefits and contract coverage.
Financial performance and capital structure
Liquidity at $473.6M, with LTM Adjusted EBITDA of $373.1M as of Q2 2026.
Refinanced nearly all existing debt in Q2, extending maturities to 2032-34 and lowering average coupon by 1.375%.
Upsized revolving credit facility to $250M with improved terms and no significant debt maturities until 2032.
Market position and operational highlights
Operates a global fleet with 74% contract coverage for 2026 and an average dayrate of $135k.
Maintains a diversified client base including major oil companies and national oil companies.
Fleet remains the youngest among peers, with an average age of 10.1 years.
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Latest events from Borr Drilling
- Modern jack-up fleet, strong backlog, and sector tailwinds drive robust earnings outlook.BORR
Investor presentation - Q2 2026 net loss widened to $241.4M on lower revenues, refinancing, and rig transition costs.BORRQ2 2026
- Q1 2026 revenue and EBITDA declined, but fleet, backlog, and contract coverage increased.BORRQ1 2026
- Q4 2025 results were solid, with strong liquidity and a major rig acquisition supporting 2026 recovery.BORRQ4 2025
- Q2 2025 delivered strong growth, high rig utilization, and enhanced liquidity.BORRQ2 2025
- Q3 2024 revenue and net income fell, but strong utilization and contract coverage support 2025.BORRQ3 2024
- Q2 revenue up 16%, EBITDA up 17%, all rigs contracted, and market outlook remains strong.BORRQ2 2024
- Q1 2025 saw lower earnings but strong utilization, liquidity, and growing contract coverage.BORRQ1 2025
- Q4 2024 delivered strong revenue, profit, and EBITDA growth, with high contract coverage and solid liquidity.BORRQ4 2024
Next Borr Drilling earnings date
Q3 202619 Nov, 2026
Borr Drilling
Next Borr Drilling earnings date
Q3 202619 Nov, 2026
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Amina0781App Store
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@theshortbearx.com
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