UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to__________ Commission File Number 1-8097 Valaris Limited (Exact name of registrant as specified in its charter) (State or other jurisdiction of in ...

Valaris Limited (VAL) came out with quarterly earnings of $1.61 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $2.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +38.79%. A quarter ago, it was expected that this company would post earnings of $1.1 per share when it actually produced a loss of $0.53, delivering a surprise of -148.18%.Over the last four quarters, the company h ...

www.valaris.com Press Release Valaris Reports Second Quarter 2025 Results Hamilton, Bermuda, July 30, 2025… Valaris Limited (NYSE: VAL) ("Valaris" or the "Company") today reported second quarter 2025 results. President and Chief Executive Officer Anton Dibowitz said, "I am very proud of the entire Valaris team for delivering another quarter of strong operational and financial performance, with revenue efficiency of 96% contributing to meaningful EBITDA and free cash flow for the quarter." Dibowitz added, "S ...

Company Overview - Valaris Limited (VAL) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with a consensus outlook indicating a significant impact on its near-term stock price [1][2] - The upcoming earnings report is scheduled for release on July 31, and the stock may experience upward movement if the reported figures exceed expectations, while a miss could lead to a decline [2] Earnings Estimates - The Zacks Consensus Estimate projects quarterly earnings of $1.16 per share, reflecting a year-over-year decrease of 42.9%, with revenues expected to be $578.14 million, down 5.2% from the previous year [3] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst assessments during this period [4] Earnings Surprise Prediction - The Most Accurate Estimate for Valaris is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +6.03%, suggesting a bullish outlook from analysts [11] - Valaris holds a Zacks Rank of 3, indicating a neutral position, but the combination of a positive Earnings ESP suggests a likelihood of beating the consensus EPS estimate [11] Historical Performance - In the last reported quarter, Valaris was expected to post earnings of $1.1 per share but instead reported a loss of -$0.53, resulting in a surprise of -148.18% [12] - Over the past four quarters, Valaris has beaten consensus EPS estimates twice, indicating some potential for positive performance [13] Industry Context - In comparison, Nabors Industries (NBR), another player in the Oil and Gas - Drilling industry, is expected to report a loss of $2.05 per share for the same quarter, reflecting a year-over-year change of +52.2% [17] - Nabors has an Earnings ESP of -2.6% and a Zacks Rank of 5 (Strong Sell), making it challenging to predict a beat on the consensus EPS estimate [18]

Valaris Overview - Valaris has the largest offshore drilling fleet with 49 rigs, including 15 high-spec floaters and 34 jackups[4] - The company's contract backlog stands at $4.2 billion as of April 30, 2025[4] - Valaris anticipates FY 2025 EBITDA in the range of $500 million to $560 million[4] - Valaris' drillship fleet is comprised of 92% 7th generation assets (12 out of 13)[4] - Valaris has maintained a revenue efficiency of 96%+ for four consecutive years[4] Fleet Positioning and Demand - The Golden Triangle is expected to account for 70% of benign environment floater demand through 2029[5] - Jackup fleet is primarily positioned in the North Sea (57%) and Middle East (19% excluding Saudi Arabia)[13] - Benign environment floater demand in 2026-2028 is expected to be ~10% higher on average compared to 2024-2025[34] Financial Performance and Strategy - $325 million has been returned to shareholders since the start of the share repurchase program in 2023[45]

I am a passionate, open minded financial analyst on a quest for wisdom, wealth and happiness. I thoroughly enjoy researching businesses, analyzing the moves of my investment role models and reading books about finance and human behaviour.Analyst’s Disclosure:I/we have a beneficial long position in the shares of VAL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha ...

Company Overview - Valaris Ltd (NYSE: VAL) is a prominent provider of offshore drilling services globally, operating a fleet that includes drillships, semi-submersibles, and jackups [1] Market Presence - The company maintains a strong operational presence in key regions such as the Gulf of Mexico, off the coast of Brazil, and in the UK North Sea [1]

Group 1 - The focus has shifted from the airline industry to offshore drilling, specifically examining Valaris Limited (NYSE: VAL) [1] - Nabeel Bukhari possesses a law degree with a specialization in company and corporate law, along with self-taught financial analysis skills, providing a unique perspective on business dynamics [1] - Bukhari's insights have been published in respected platforms such as InvestorPlace and GuruFocus, and featured in notable publications like Forbes, Yahoo Finance, and MSN [1]

Valaris Limited (VAL) , an offshore drilling contractor, has secured an award for its ultra-deepwater Valaris DS-15 drillship for work offshore West Africa. The estimated duration of the contract is 250 days, with a total contract value of $135 million.The contract involves drilling five wells for an undisclosed operator and does not include any additional services. The assignment is expected to begin in the third quarter of 2026. Additionally, the contract includes priced options for up to five wells. Thes ...

Investor Presentation M a y 1 , 2 0 2 5 FOCUSED VALUE DRIVEN RESPONSIBLE Forward-Looking Statements Statements contained in this investor presentation that are not historical facts are 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. Forward-looking statements include words or phrases such as "anticipate," "believe," "estimate," "expect," "intend," "likely," "outlook," "plan," "project, ...