Back to top

Image: Bigstock

Ensco (ESV) Q3 Loss Narrower Than Expected, Revenues Beat

Read MoreHide Full Article

Ensco plc reported diluted third-quarter 2018 loss of 33 cents a share, narrower than the Zacks Consensus Estimate of a loss of 35 cents. The company reported a loss of 5 cents in the year-ago quarter.

Total revenues amounted to $431 million, down from $460 million in the year-ago quarter. Nevertheless, the top line beat the Zacks Consensus Estimate of $423 million.  

The company’s results were impacted by lower realized dayrates and higher depreciation costs. These factors were partially offset by higher utilization as well as lower general and administrative expenses.
 

Ensco plc Price, Consensus and EPS Surprise

 

Ensco plc Price, Consensus and EPS Surprise | Ensco plc Quote

 

Segmental Performance

Floaters: Revenues were $241.8 million compared with $291.9 million in the prior-year quarter. The downside was primarily due to the sale of ENSCO 6001.Decline in the average day rate to $239,196 from $334,218 in the year-ago quarter’s level was another factor.

Reported utilization was 46%, unchanged from the year-ago quarter’s tally. Adjusted for uncontracted rigs and planned downtime, operational utilization was 97% compared with 99% in the prior-year quarter.

Jackups: Revenues were $173.3 million compared with $153.1 million in the prior-year quarter. This was due to a decline in average day rates to $79,921 from $88,272 in the prior-year quarter.

Reported utilization was 66% compared with 60% in third-quarter 2017. Adjusted for uncontracted rigs and planned downtime, operational utilization in the reported quarter was 98% as against 99% in the year-ago quarter.

Other: Revenues increased to $15.8 million from $15.2 million in third-quarter 2017. Contract drilling expenses rose to $15.1 million from $13.8 million in the year-ago quarter.

Costs and Expenses

Depreciation expenses jumped to $120.6 million from $108.2 million in third-quarter 2017. This was due to the inclusion of Atwood rigs and three newbuilds to the fleet. General and administrative expenses fell to $25.1 million from $30.4 million in the prior-year quarter, mainly due to transaction costs relating to the acquisition of Atwood.

Balance Sheet and Capex

At the end of the third quarter, Ensco had $196 million in cash and cash equivalents. Long-term debt (including current maturities) was $5,002.6 million, with net debt-to-capitalization ratio of 37.6%.

Zacks Rank & Stocks to Consider

Currently, Ensco carries a Zacks Rank #3 (Hold).

A few better-ranked players in the same sector are Murphy Oil Corporation (MUR - Free Report) , Enbridge Inc (ENB - Free Report) and Eni SpA (E - Free Report) . All these stocks flaunt a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

El Dorado, AR-based Murphy Oil is a global oil and gas exploration as well as production company. It pulled off an average positive earnings surprise of 96.5% in the last four quarters.

Headquartered in Calgary, Alberta, Enbridge is a leading energy infrastructure company. The company delivered an average positive earnings surprise of 35.3% in the trailing four quarters.

Based in Rome, Italy, Eni is among the leading integrated energy players in the world. The partnership reported a negative earnings surprise of 0.3% in the last four quarters.

Wall Street’s Next Amazon

Zacks EVP Kevin Matras believes this familiar stock has only just begun its climb to become one of the greatest investments of all time. It’s a once-in-a-generation opportunity to invest in pure genius.

Click for details >>


Zacks' 7 Best Strong Buy Stocks (New Research Report)


Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.


Click Here, It's Really Free

Published in