secwatch.observer — SEC 8-K summary
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Issuer:     Noble Corp plc (NE)
CIK:        0001895262
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001895262-26-000073
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Noble Q4 2025: revenue $764M, net income $87M; backlog hits $7.5B; Q1 dividend $0.50/share
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- Q4 contract drilling services revenue $705M, down from $757M prior quarter; net income $87M vs -$21M prior quarter.
- Adjusted EBITDA $232M (Q4 2024: $319M); adjusted diluted EPS $0.09 (prior year $0.56).
- Backlog increased to $7.5B with $1.3B in new awards since October, including $473M Noble GreatWhite (Aker BP) and $292M Noble Gerry de Souza (ExxonMobil).
- Full year 2026 guidance: total revenue $2.8-$3.0B, Adjusted EBITDA $940-$1,020M, CapEx $590-$640M.
- Board declared $0.50/share Q1 dividend (payable March 19; record March 4); completed $360M divestiture of five jackups.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1895262/000189526226000073/0001895262-26-000073-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1895262/000189526226000073/ne-20260211.htm
  HTML page:      https://secwatch.observer/filing/0001895262-26-000073

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer