Seadrill Limited (SDRL)

Over the past six months, Seadrill Ltd. (SDRL) stock has increased by approximately 44.49%, with a 76.98% increase over the past year as of March 25, 2026. Recent events include contract extensions and awards, such as the Angola extension on March 16, 2026, and multiple contract awards reported on January 21, 2026. Seadrill announced its fourth-quarter and full-year 2025 results on February 25, 2026, reporting $0.12 earnings per share (EPS), surpassing estimates, and the stock drifted 5.0% higher. As of March 31, 2026, Seadrill has a consensus recommendation of "Hold" from eight brokerages, with several rating changes from firms like BWS Financial, BTIG Research, Barclays, Citigroup, and Zacks Research. Management changes were announced effective March 12, 2026.

While specific details on demand seasonality are not explicitly provided, Seadrill operates in the offshore drilling sector, influenced by global energy demand, oil prices, and exploration and production budgets. These factors can exhibit cyclical patterns rather than strict seasonality. The company's focus on long-term contracts may help mitigate some short-term seasonal fluctuations in demand.

Seadrill Limited is an offshore drilling contractor providing worldwide services to the oil and gas industry, operating in the Energy sector, specifically in Oil & Gas Drilling. The company owns and operates a high-specification, floater-focused fleet, including drillships, semi-submersible rigs, and jack-up rigs, utilized in shallow to ultra-deepwater environments. Seadrill serves a diverse customer base, including oil super-majors, state-owned national oil companies, and independent oil and gas companies, and offers management services and contract drilling units.

Seadrill Limited has a global operational presence, with key geographical segments including the United States, Brazil, Angola, and Norway. Brazil is a significant source of revenue. The company maintains offices in Houston, Texas; Rio de Janeiro, Brazil; Hamilton, Bermuda; Liverpool, UK; Stavanger, Norway; Singapore; Dubai, UAE; and Luanda, Angola.

In the past year, Seadrill has focused on maintaining a strong brand reputation through operational excellence, safety, and technological advancements. The company reported its best safety performance in history for the full year 2025. Seadrill has successfully executed complex projects, such as the West Neptune's record-breaking six-zone completion in the US Gulf, which has enhanced its reputation and helped secure long-term contracts. The company emphasizes its commitment to quality, occupational health and safety, and environmental and energy management through ISO certifications. Seadrill also highlights its modern, high-specification fleet, experienced crews, and advanced technologies.

Seadrill Limited's stock ownership is a mix of institutional, retail, and individual investors. Institutional investors hold a significant portion, approximately 62.31% to 74.33% of the company's stock. Major institutional owners include BlackRock, Inc., Elliott Investment Management L.P., and Vanguard Group Inc. Paul Singer and Jonathan Pollock are noted as owning a significant number of shares, and insiders own approximately 0.51% of the stock.