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Side-by-side financial comparison of Borr Drilling Ltd (BORR) and COASTAL FINANCIAL CORP (CCB). Click either name above to swap in a different company.
Borr Drilling Ltd is the larger business by last-quarter revenue ($267.7M vs $138.0M, roughly 1.9× COASTAL FINANCIAL CORP). On growth, Borr Drilling Ltd posted the faster year-over-year revenue change (-1.5% vs -5.8%).
Borr Drilling Ltd is a global offshore drilling contractor owning and operating a modern fleet of high-spec jack-up rigs. It offers drilling services to oil and gas exploration and production firms, with main operations across the North Sea, Southeast Asia, Middle East, and West Africa for shallow-water and marginal field projects.
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
BORR vs CCB — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $267.7M | $138.0M |
| Net Profit | $35.1M | — |
| Gross Margin | — | — |
| Operating Margin | 36.0% | 12.4% |
| Net Margin | 13.1% | — |
| Revenue YoY | -1.5% | -5.8% |
| Net Profit YoY | 10.7% | — |
| EPS (diluted) | $0.14 | $0.84 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $138.0M | ||
| Q3 25 | — | $144.7M | ||
| Q2 25 | $267.7M | $119.4M | ||
| Q1 25 | — | $139.5M | ||
| Q4 24 | — | $146.5M | ||
| Q3 24 | — | $151.1M | ||
| Q2 24 | $271.9M | $135.3M | ||
| Q1 24 | — | $148.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | $13.6M | ||
| Q2 25 | $35.1M | $11.0M | ||
| Q1 25 | — | $9.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $13.5M | ||
| Q2 24 | $31.7M | $11.6M | ||
| Q1 24 | — | $6.8M |
| Q4 25 | — | 12.4% | ||
| Q3 25 | — | 12.4% | ||
| Q2 25 | 36.0% | 12.0% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | 38.4% | 11.1% | ||
| Q1 24 | — | 5.9% |
| Q4 25 | — | — | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | 13.1% | 9.2% | ||
| Q1 25 | — | 7.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | 11.7% | 8.6% | ||
| Q1 24 | — | 4.6% |
| Q4 25 | — | $0.84 | ||
| Q3 25 | — | $0.88 | ||
| Q2 25 | $0.14 | $0.71 | ||
| Q1 25 | — | $0.63 | ||
| Q4 24 | — | $0.95 | ||
| Q3 24 | — | $0.97 | ||
| Q2 24 | $0.12 | $0.84 | ||
| Q1 24 | — | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $92.4M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $491.0M |
| Total Assets | $3.4B | $4.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $92.4M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $195.3M | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $491.0M | ||
| Q3 25 | — | $475.3M | ||
| Q2 25 | $1.0B | $461.7M | ||
| Q1 25 | — | $449.9M | ||
| Q4 24 | — | $438.7M | ||
| Q3 24 | — | $331.9M | ||
| Q2 24 | $999.2M | $316.7M | ||
| Q1 24 | — | $303.7M |
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | $4.6B | ||
| Q2 25 | $3.4B | $4.5B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | $3.2B | $4.0B | ||
| Q1 24 | — | $3.9B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $6.3M | $254.6M |
| Free Cash FlowOCF − Capex | — | $246.1M |
| FCF MarginFCF / Revenue | — | 178.3% |
| Capex IntensityCapex / Revenue | — | 6.1% |
| Cash ConversionOCF / Net Profit | 0.18× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $436.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $254.6M | ||
| Q3 25 | — | $59.0M | ||
| Q2 25 | $6.3M | $66.0M | ||
| Q1 25 | — | $71.7M | ||
| Q4 24 | — | $259.8M | ||
| Q3 24 | — | $62.6M | ||
| Q2 24 | $16.0M | $72.1M | ||
| Q1 24 | — | $56.8M |
| Q4 25 | — | $246.1M | ||
| Q3 25 | — | $57.4M | ||
| Q2 25 | — | $64.0M | ||
| Q1 25 | — | $68.9M | ||
| Q4 24 | — | $249.9M | ||
| Q3 24 | — | $60.2M | ||
| Q2 24 | — | $69.5M | ||
| Q1 24 | — | $55.0M |
| Q4 25 | — | 178.3% | ||
| Q3 25 | — | 39.7% | ||
| Q2 25 | — | 53.6% | ||
| Q1 25 | — | 49.4% | ||
| Q4 24 | — | 170.6% | ||
| Q3 24 | — | 39.8% | ||
| Q2 24 | — | 51.3% | ||
| Q1 24 | — | 37.1% |
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 1.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | 4.34× | ||
| Q2 25 | 0.18× | 5.99× | ||
| Q1 25 | — | 7.37× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 4.65× | ||
| Q2 24 | 0.50× | 6.22× | ||
| Q1 24 | — | 8.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BORR
| Transferred Over Time | $256.6M | 96% |
| Transferred At Point In Time | $11.1M | 4% |
CCB
| Other | $74.7M | 54% |
| Baa S Credit Enhancements | $47.3M | 34% |
| Baa S Program Income | $8.4M | 6% |
| Transaction Fees | $4.9M | 4% |
| Servicing And Other Baa S Fees | $1.6M | 1% |
| Baa S Fraud Enhancements | $1.1M | 1% |
