NE at a glance
Noble Corp plc (NE, SEC CIK 1895262) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 27, 2026 and Form 4 insider filings as recently as September 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Noble Corp plc (NE) reported revenue of $3.3 billion (up 7.4% from FY2024) and net income of $216.7 million. Diluted EPS was $1.35.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Noble Corp plc (NE) shares worth $2.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Eifler Robert W. on June 15, 2026 of 17,071 shares at $45.71 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.3B
- +7.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 34 funds
- $2.3B · +2 vs prior quarter
- Latest 8-K
- Jul 27, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business offshore drilling services with 36 rigs (25 floaters, 11 jackups) worldwide
- Completed acquisition of Diamond Offshore Drilling in September 2024 via stock and cash deal
- Strategic expansion of fleet and market presence through Diamond merger
- Fleet size increased post-acquisition, strengthening drilling capabilities
- Diamond Transaction marks largest M&A event in 2026 filing year for Noble Corp
Risk Factors
- Regulatory risk from potential non-enforcement of pollution liability indemnities under contracts exposed to unpredictable judicial review risks
- Geopolitical exposure to Russia-Ukraine conflict and Middle East instability impacting operations and causing regional/global market volatility
- Supply chain disruptions and increased rig downtime risk due to public health emergencies restricting labor, parts, and equipment mobility
- Competitive risk from newbuild rigs entering market and competitors relocating rigs, pressuring dayrates and utilization rates
- Customer concentration risk with ExxonMobil, Shell, BP, and TotalEnergies accounting for ~72% of backlog; geographic concentration in US Gulf, Guyana, North Sea
Management Discussion & Analysis
- Revenue $3.3B for 2025, net income $216.7M or $1.35 per diluted share
- Operating margin not explicitly stated; net income margin approx. 6.57% (216.7M / 3.3B)
- Single segment: Contract Drilling Services; backlog $7.0B with floaters $6.4B and jackups $0.6B
- Operating cash flow $951.7M, year-end cash $471.4M, no borrowings on $2023 Revolving Credit Facility
- Management outlook cautious due to inflation, supply chain, geopolitical risks; encouraged by long-term ultra-deepwater demand
AI summary of the NE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $719.7M, down 15% YoY from $848.7M
- Operating margin 4.2% vs 15.9% YoY, with $42.3M impairment loss
- Best segment jackups: revenue $128.5M vs $127.8M; utilization 83% vs 61%
- Worst segment floaters: revenue $550.9M vs $684.3M; utilization 59% vs 70%
- Backlog $7.1B; near-term utilization headwinds and geopolitical volatility flagged
Risk Factors
- New debt maturity risk: $6.250% Senior Notes due 2034 issued June 11, 2026
- Regulatory compliance risk: Securities Act exemptions under Section 4(a)(2) or Bankruptcy Code Section 1145 for warrant-share issuance
- Liquidity risk: Senior secured revolving credit agreement amended May 29, 2026
- Equity dilution risk: 177,323 Ordinary Shares issued from 261,453 warrant exercises during the quarter
AI summary of the NE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results released for quarter ended June 30, 2026
- Condensed consolidated results available in Exhibit 99.1 and Noble’s investor website
Item 7.01: Regulation FD Disclosure
- Q2 2026 earnings teleconference scheduled for July 28, 2026
- CEO Robert W. Eifler and executives presenting results for quarter ended June 30, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue fell to $720 million and Adjusted EBITDA to $212 million, primarily reflecting $43 million from Brazil rig suspensions
- Net loss reached $37 million, or $(0.23) diluted EPS, while adjusted diluted EPS remained positive at $0.01
Item 1.01: Entry into a Material Definitive Agreement
- $800M senior unsecured notes issued at 6.250%, maturing June 15, 2034
- Semiannual interest payments beginning December 15, 2026, creating $50M annual cash interest obligation
Item 1.01: Entry into a Material Definitive Agreement
- Revolving credit commitments increased $100 million, from $550 million to $650 million
- Facility maturity extended nearly three years, from April 18, 2028 to May 29, 2031
Item 8.01: Other Events
- Planned $500 million private offering of unsecured senior notes due 2034
- Proceeds would add long-term debt obligations, subject to market and other conditions
AI summaries of NE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Eifler Robert W. | G | Sep 4, 2026 | 21,750 | - |
| Eifler Robert W. | Sell | Jun 15, 2026 | 17,071 | $45.71 |
| Eifler Robert W. | Sell | Jun 15, 2026 | 32,929 | $45.40 |
| Hirshberg Al J. | Sell | May 15, 2026 | 3,500 | $52.63 |
| Hirshberg Al J. | Sell | May 15, 2026 | 1,500 | $52.60 |
| SLEDGE CHARLES M | Sell | May 12, 2026 | 724 | $51.61 |
| Denton Blake | Sell | May 6, 2026 | 30,000 | $49.31 |
| Kawaja Joey M | Sell | May 5, 2026 | 40,000 | $49.85 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.6B | $3.1B | $3.3B |
| Operating Income | $574.7M | $604.0M | $415.6M |
| Net Income | $481.9M | $448.4M | $216.7M |
| Op. Margin | 22.2% | 19.8% | 12.6% |
| Net Margin | 18.6% | 14.7% | 6.6% |
| Balance Sheet | |||
| Total Assets | $5.5B | $8.0B | $7.5B |
| Equity | - | $4.7B | $4.5B |
| ROE | - | 9.6% | 4.8% |
| Per Share | |||
| EPS | $3.32 | $2.96 | $1.35 |
| Cash Flow | |||
| Operating CF | $574.3M | $655.5M | $951.7M |
Source: XBRL data in Noble Corp plc (NE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $2.33B |
| Q1 2026 | 32 | $2.99B |
| Q4 2025 | 29 | $1.59B |
| Q3 2025 | 30 | $1.52B |
| Q2 2025 | 28 | $1.14B |
| Q1 2025 | 24 | $702.5M |
| Q4 2024 | 22 | $983.8M |
| Q3 2024 | 21 | $540.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 220 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 8, 2026 | - | - | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 4 | May 1, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 27, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 4 | Mar 19, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - |
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NE SEC filings: frequently asked questions
Which institutions hold NE stock?
As of June 30, 2026, the largest Noble Corp plc (NE) holders among the 13F filers tracked by SignalX were BlackRock ($733.7 million), Vanguard Portfolio Management LLC ($302.0 million), Dimensional Fund Advisors ($266.8 million), Vanguard Capital Management LLC ($213.9 million), State Street Corp ($202.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Noble Corp plc (NE) reported revenue of $3.3 billion (up 7.4% from FY2024) and net income of $216.7 million. Diluted EPS was $1.35. The figures come from the XBRL data in the 10-K.
What are the main risks in NE's latest 10-K?
In the 10-K filed February 12, 2026, Noble Corp plc (NE) flagged: Regulatory risk from potential non-enforcement of pollution liability indemnities under contracts exposed to unpredictable judicial review risks. Geopolitical exposure to Russia-Ukraine conflict and Middle East instability impacting operations and causing regional/global market volatility. (AI summary of the Risk Factors section.)
What did NE report in its latest 8-K?
Noble Corp plc (NE) filed an 8-K on July 27, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 2026 financial results released for quarter ended June 30, 2026.
What are the latest NE SEC filings?
Noble Corp plc (NE) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 27, 2026 and a Form 4 insider filing on September 8, 2026.
What is NE's SEC CIK number?
Noble Corp plc (NE)'s SEC Central Index Key (CIK) is 1895262. EDGAR lists every NE filing under that number.
Ask anything about NE
The research agent reads NE's filings, financials, insider trades and 13F holders, then answers with sources.