UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SEADRILL LIMITED (Exact name of Registrant as specified in its charter) Bermuda 98-1834031 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 11025 Equity Dr. , Suite 150, Houston, Texas, United States of America 77041 (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code: +1 (713) 329 1150 Securities registered or to be registered pursuant ...

Seadrill (NYSE:SDRL) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsEddie Kim - Vice President of Equity ResearchFredrik Stene - Head of ResearchGrant Creed - Executive Vice President and CFOGreg Lewis - Managing Director of Equity ResearchKeith Beckmann - Vice President of ResearchKevin Smith - Vice President of Corporate Finance and Investor RelationsNoel Parks - Managing Director, CleanTech and E&PSamir Ali - Executive Vice President and Chief Commercial OfficerSimon Johnson - Pr ...

Seadrill (NYSE:SDRL) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker8Thank you for standing by. My name is Rebecca, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Seadrill Fourth Quarter 2025 Earnings Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one o ...

Investor Presentation February 2026 Disclaimer FORWARD-LOOKING STATEMENTS: This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical facts included in this presentation, including, without limitation, those regarding Seadrill Limited's (the "Company") outlook and guidance, plans, strategies, business prospects, financi ...

Exhibit 99.1 Seadrill Announces Fourth Quarter and Full Year 2025 Results Hamilton, Bermuda, February 25, 2026 - Seadrill Limited ("Seadrill" or the "Company") (NYSE: SDRL) today announced its fourth quarter and full year 2025 results. Quarterly Highlights Financial Highlights | Figures in USD million, unless otherwise indicated | Three months ended December 31, 2025 | Three months ended September 30, 2025 | | --- | --- | --- | | Total operating revenues | 362 | 363 | | Contract revenues | 273 | 280 | | Net ...

Core Viewpoint - Seadrill Limited has secured a one-year extension for the ultra-deepwater drillship West Saturn, adding $114 million to its contract backlog and extending the contract through October 2027 [1]. Group 1: Contract Details - Equinor Brasil Energia Ltda has exercised a priced option for the West Saturn drillship, which originally commenced in 2022 [1]. - The contract extension marks the continuation of the agreement into a sixth consecutive year [1]. Group 2: Financial Impact - The exercised option contributes an additional $114 million to Seadrill's contract backlog [1].

Core Viewpoint - Seadrill's share price experienced a significant increase of 8.9% to close at $38.16, driven by strong trading volume and the announcement of new offshore drilling contracts totaling approximately $235 million, enhancing revenue visibility into 2026-2027 [1][2]. Group 1: Company Performance - Seadrill's recent contracts include a $157 million ultra-deepwater drillship contract for the West Capella in Malaysia, starting in Q2 2026 for 440 days, and a $78 million accommodation contract for the West Elara with Equinor in Norway from Q3 2026 through Q4 2027 [2]. - The company is expected to report quarterly earnings of $0.07 per share, reflecting a year-over-year decline of 93.5%, while revenues are projected to be $332 million, representing a 14.9% increase from the previous year [3]. Group 2: Market Sentiment and Trends - The consensus EPS estimate for Seadrill has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4]. - Seadrill currently holds a Zacks Rank of 3 (Hold), while another company in the same industry, Helmerich & Payne, has a Zacks Rank of 4 (Sell) and reported a 3.2% increase in its stock price [4][5].

Core Insights - Seadrill has announced multiple contract awards, indicating a positive trend in its operational activities and potential revenue growth [1] Group 1: Contract Awards - The company has secured new contracts that are expected to enhance its market position and operational capacity [1] - These contract awards reflect a growing demand for offshore drilling services, which may lead to increased utilization rates for Seadrill's fleet [1] Group 2: Market Implications - The announcement of these contracts may signal a recovery in the offshore drilling sector, which has faced challenges in recent years [1] - Increased contract activity could attract investor interest and improve the company's financial outlook [1]

Core Insights - Seadrill Limited (SDRL) has secured multiple contracts for its drillships, enhancing its backlog and customer relationships [1][9] Contract Details - The West Neptune drillship has a four-month contract with LLOG Exploration in the Gulf of America, adding approximately $48 million to Seadrill's backlog [2] - The Sevan Louisiana drillship has been contracted for two months by an undisclosed operator in the Gulf of America, marking the first deployment of Trendsetter's well-intervention equipment in the region [3] - The Sonangol Quenguela drillship in Angola has had its operations extended by five months, allowing it to remain active until February 2027 [4] Operational Strategy - Seadrill's ability to secure contracts in direct continuation of existing ones helps avoid idle time between contracts, thereby building a strong contract backlog into 2027 and ensuring future revenue visibility [5]

Core Insights - The article discusses the performance and investment strategies of a research team that has achieved significant returns in various market conditions, particularly in the energy, shipping, and offshore sectors [1]. Company Insights - Seadrill Limited (SDRL) is highlighted as a company of interest, with the article serving as an update to previous analyses [2]. - The analyst has a historical focus on technology stocks but has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry [3]. Industry Insights - The research team claims an annualized return of almost 40% over the past decade, with a long-only model portfolio return exceeding 23 times [1]. - The article emphasizes the importance of steady dividend payouts for lower-risk investment options within the energy and shipping sectors [1].