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Jun 30, 2023

Valaris Q2 2023 Earnings Report

Second quarter 2023 results were reported.

Key Takeaways

Valaris reported a net loss of $27 million and revenues of $415 million. The company achieved a revenue efficiency of 97% and was awarded new contracts and extensions with associated contract backlog of approximately $180 million during the second quarter. The company increased its 2023 share repurchase target from $150 million to $200 million.

Net loss of $27 million, Adjusted EBITDA of $15 million and Adjusted EBITDAR of $59 million.

Delivered revenue efficiency of 97%.

Awarded new contracts and extensions with associated contract backlog of approximately $180 million during the second quarter.

Increased 2023 share repurchase target from $150 million to $200 million in conjunction with the VALARIS DS-7 contract award.

Total Revenue
$415M
Previous year: $413M
+0.5%
EPS
-$0.39
Previous year: $1.48
-126.4%
Gross Profit
$17.2M
Previous year: $29.2M
-41.1%
Cash and Equivalents
$787M
Previous year: $554M
+42.2%
Free Cash Flow
-$100M
Previous year: -$176M
-43.1%
Total Assets
$3.09B
Previous year: $2.76B
+11.9%

Valaris

Valaris

Valaris Revenue by Segment

Forward Guidance

Valaris' outlook for the industry and their business remains very positive, with increasing demand and constrained supply tightening the market. Earnings and cash flow should grow meaningfully over the next few years as rigs roll from legacy day rate contracts to higher market rates and reactivated rigs return to work on attractive contracts.

Positive Outlook

  • Increasing demand.
  • Constrained supply tightening the market.
  • Increases in contract duration.
  • Increases in lead times.
  • Increases in day rates.

Revenue & Expenses

Visualization of income flow from segment revenue to net income