secwatch.observer — SEC 8-K summary
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Issuer:     Noble Corp plc (NE)
CIK:        0001895262
Form:       8-K
Filed at:   2026-07-27T21:28:17+00:00
Accession:  0001895262-26-000138
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Noble Q2 net loss $37M, adjusted EPS $0.01; lowers FY2026 EBITDA guidance to $850-925M
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- Q2 contract drilling revenue $679M, net loss $37M ($0.23 diluted loss); adjusted diluted EPS $0.01, adjusted EBITDA $212M.
- New contracts add ~$200M value; backlog $6.8B; Noble Viking 6-well Asia Pacific, Noble Claus Bachmann 3-well with bp at $320k/day.
- Refinanced $800M of bonds with 6.250% notes due 2034, unlocking $35M annual cash benefits; $18M loss on debt extinguishment.
- Full year 2026 guidance: Revenue $2.8-2.9B (from $2.8-3.0B), Adjusted EBITDA $850-925M (from $940-1020M); capex unchanged $615-665M.
- Q3 dividend $0.50/share, payable Sept 24 to holders of record Sept 3; operational suspension of two Brazil rigs impacted Q2 by $43M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1895262/000189526226000138/0001895262-26-000138-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1895262/000189526226000138/ne-20260727.htm
  HTML page:      https://secwatch.observer/filing/0001895262-26-000138

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