For the quarter ended December 2025, Transocean ( RIG – Free Report ) reported revenue of $1.04 billion, up 9.6% from the same period last year. EPS was $0.02 compared to -$0.09 in the same quarter last year.

The reported earnings represent a surprise of +0.44% compared to the Zacks Consensus Estimate of $1.04 billion. With the consensus EPS estimate of $0.09, the EPS surprise was -76.47%.

While investors closely monitor year-over-year changes in key numbers – revenue and earnings – and how they compare to Wall Street expectations to determine their next course of action, certain key metrics always provide greater insight into a company’s underlying performance.

Because these metrics impact financial performance and earnings, comparing them to year-ago numbers and analyst estimates helps investors more accurately predict stock price performance.

Here are Transocean’s results in the just-reported quarter in terms of the metrics most frequently monitored and predicted by Wall Street analysts:

• Utilization – Total average utilization of the drilling rig in the fleet: 85.8% compared to an average estimate of 82.2% based on three analysts.
• Use – Ultra-deepwater floats: 82.1% compared to an average estimate of 77.5% based on three analysts.
• Average daily revenue – entities operating in hard conditions: 449.8 thousand dollars compared to 445.6 thousand dollars estimated on average by three analysts.
• Average Daily Revenue – Total average daily revenue for the fleet: 461.3 thousand dollars compared to the average estimate of 460.69 thousand. dollars based on three analysts.
• Average daily income – ultra-deepwater floats: 466 thousand dollars compared to 467.12 thousand dollars estimated on average by three analysts.
• Use – Floats in hard conditions: 96.6% compared to an average estimate of 97.2% based on three analysts.
• Revenue from contract drilling – Ultra-deepwater floats: $724 million compared to the $715.42 million estimated by two analysts on average. Compared to the previous year’s quarter, this number represents a change of +7.3%.
• Contract Drilling Revenues – Harsh Environment Floaters: $319 million compared to the $265.02 million estimated by the average of two analysts. Compared to the previous year’s quarter, this number represents a change of 15.2%.