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Seadrill (SDRL) investor relations material
Seadrill Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Adjusted EBITDA for Q2 2025 reached $106M with a 29% margin, driven by new contracts and improved operational days for key rigs.
Net loss for Q2 2025 was $42M, impacted by higher operating expenses and a $51M legal accrual related to Sonadrill.
Multiple new and long-term contracts secured in Brazil, U.S. Gulf, and Angola, extending backlog into 2028–2029.
Active rig count spans key offshore regions, with nine operating, one under survey, one under repair, and four stacked as of June 30, 2025.
Investments in technology and training, including the West Minerva operations center and Seadrill Academy, support performance and innovation.
Financial highlights
Q2 2025 operating revenues were $377M, up $42M sequentially and 1% year-over-year, mainly from higher contract drilling revenues.
Adjusted EBITDA rose to $106M, up $33M from the prior quarter; margin (excl. reimbursables) was 29.4%.
Net loss for Q2 2025 was $42M (LPS $0.68), compared to net income of $253M in Q2 2024.
Operating expenses increased to $371M, including a $51M accrual for an unfavorable legal judgment related to the Sonadrill JV.
Cash and cash equivalents at June 30, 2025, were $393M–$419M, with total liquidity of $618M including undrawn credit.
Outlook and guidance
Full-year 2025 adjusted EBITDA guidance maintained at $320M–$380M; revenue guidance at $1.32B–$1.38B (excluding $50M reimbursables).
Capex guidance for 2025 remains $250M–$300M.
Market recovery expected in late 2026 and 2027, with increased offshore CapEx and higher deepwater spending forecasted.
Contract backlog stands at $2.5B–$2.6B, with $520M expected in the remainder of 2025.
Management expects further contract awards and material progress on additional fixtures in the near future.
Explain the $51M management contract expenses.
How will Seadrill deliver long-term shareholder value?
What is driving the increase in contract revenues?
Day rate outlook for 2026-27 vs. 2025?
MPD's future as a competitive advantage?
Factors for resuming share buybacks?
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Next Seadrill earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Seadrill Limited provides offshore drilling services to the oil and gas industry worldwide. The company offers deepwater rigs, such as semi-submersible, jackup rigs, platform rigs, and drillships; and shallow water and coastal rigs, including integrated shallow water rigs comprising semisubmersible and jackup rig components. Seadrill Limited is based in Hamilton, Bermuda.
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