Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Noble Corp plc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Drilling Oil & Gas Wells
Prev close 46.55 · gapped below the open, then crossed back over prior close. High/low 47.13 at 1:45 pm ET, 44.00 at 5:15 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of NE revenue | Skew |
|---|---|---|---|
| SHELShell plc | 0.14% | 12.30% | 87× |
| TTETotalEnergies | 0.11% | 6.30% | 55× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Exxon Mobil Corporation ("ExxonMobil") 22.1 % 24.5 % 32.3 %”
$726M relationship
basisNE fy2025 · closed 2025-12 $3.3B
FILING10-K0001628280-25-006184cik 0001895262
“ExxonMobil and Shell plc accounted for approximately 22.1% and 12.3%, respectively, of our consolidated operating revenues for the year ended December 31, 2024, and operations in the US Gulf, Guyana, and the North Sea accounted for approximately 22.4%, 22.1%, and 17.8%, respectively, of our consolidated operating revenues for the year ended December 31, 2024.”
$404M relationship87× more of NE’s book than SHEL’s
basisNE fy2025 · closed 2025-12 $3.3BSHEL fy2024 · closed 2024-12 $284B
FILING10-K0001628280-25-006184cik 0001895262
“TotalEnergies 6.3 % 10.5 % 9.7 %”
$207M relationship55× more of NE’s book than TTE’s
basisNE fy2025 · closed 2025-12 $3.3BTTE fy2025 · closed 2025-12 $182B
FILING10-K0001628280-25-006184cik 0001895262
“As of December 31, 2024, ExxonMobil, BP, and Petrobras represented approximately 37.2%, 13.1%, and 12.6% of our contract backlog, respectively, and operations within Guyana, the US Gulf, and the North Sea accounted for approximately 37.2%, 21.9%, and 18.5% of o ur contract backlog, respectively.”
FILING10-K0001628280-25-006184cik 0001895262
“As of December 31, 2024, ExxonMobil, BP, and Petrobras represented approximately 37.2%, 13.1%, and 12.6% of our contract backlog, respectively, and operations within Guyana, the US Gulf, and the North Sea accounted for approximately 37.2%, 21.9%, and 18.5% of o ur contract backlog, respectively.”
FILING10-K0001628280-25-006184cik 0001895262
“(3) In 2022, Noble renewed its five-year Framework Agreement with Aker BP for the provision of ultra-harsh environment jackup rigs, the Noble Integrator and Noble Invincible , for activities offshore Norway.”
FILING10-K0001628280-25-006184cik 0001895262
“In estimating backlog, we make certain assumptions about applicable dayrates under our longer-term contracts which have dayrate adjustment mechanisms (like certain of our contracts with ExxonMobil, AkerBP, Tullow, and Petrobras).”
FILING10-K0001628280-25-006184cik 0001895262
“In estimating backlog, we make certain assumptions about applicable dayrates under our longer-term contracts which have dayrate adjustment mechanisms (like certain of our contracts with ExxonMobil, AkerBP, Tullow, and Petrobras).”
FILING10-K0001628280-25-006184cik 0001895262
“(6) The above table includes approximately $84.0 million of backlog associated with the six rigs classified as held for sale as of December 31, 2025, pertaining to the agreements with Borr Drilling Limited and Ocean Oilfield Drilling.”
FILING10-K0001895262-26-000076cik 0001895262
“(6) The above table includes approximately $84.0 million of backlog associated with the six rigs classified as held for sale as of December 31, 2025, pertaining to the agreements with Borr Drilling Limited and Ocean Oilfield Drilling.”
FILING10-K0001895262-26-000076cik 0001895262
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Noble Corp plc has 0 disclosed suppliers and 10 disclosed customers. Each one is named in an SEC filing, either Noble Corp plc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
No filing we have read names a supplier of Noble Corp plc. Suppliers appear here when Noble Corp plc names them in its own annual report, or when a company names Noble Corp plc as a customer in theirs.
NE (Noble Corp plc) has 0 disclosed suppliers and 10 disclosed customers, strongest disclosure first.
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: SHEL +2.75%, in industrials & materials.