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Side-by-side financial comparison of Borr Drilling Ltd (BORR) and COLLEGIUM PHARMACEUTICAL, INC (COLL). Click either name above to swap in a different company.
Borr Drilling Ltd is the larger business by last-quarter revenue ($267.7M vs $205.4M, roughly 1.3× COLLEGIUM PHARMACEUTICAL, INC). Borr Drilling Ltd runs the higher net margin — 13.1% vs 8.3%, a 4.9% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs -1.5%).
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.
Collegium Pharmaceutical, Inc. is a specialty pharmaceutical firm focused on developing and commercializing innovative, abuse-deterrent pain management therapies. Operating primarily in the U.S. market, it offers extended-release analgesics for chronic pain patients, serving providers across primary and specialty care segments.
BORR vs COLL — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $267.7M | $205.4M |
| Net Profit | $35.1M | $17.0M |
| Gross Margin | — | 62.5% |
| Operating Margin | 36.0% | 29.6% |
| Net Margin | 13.1% | 8.3% |
| Revenue YoY | -1.5% | 12.9% |
| Net Profit YoY | 10.7% | 35.3% |
| EPS (diluted) | $0.14 | $0.48 |
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 | — | $205.4M | ||
| Q3 25 | — | $209.4M | ||
| Q2 25 | $267.7M | $188.0M | ||
| Q1 25 | — | $177.8M | ||
| Q4 24 | — | $181.9M | ||
| Q3 24 | — | $159.3M | ||
| Q2 24 | $271.9M | $145.3M | ||
| Q1 24 | — | $144.9M |
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $31.5M | ||
| Q2 25 | $35.1M | $12.0M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | — | $12.5M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | $31.7M | $19.6M | ||
| Q1 24 | — | $27.7M |
| Q4 25 | — | 62.5% | ||
| Q3 25 | — | 61.7% | ||
| Q2 25 | — | 57.7% | ||
| Q1 25 | — | 54.8% | ||
| Q4 24 | — | 54.0% | ||
| Q3 24 | — | 60.8% | ||
| Q2 24 | — | 62.5% | ||
| Q1 24 | — | 63.1% |
| Q4 25 | — | 29.6% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | 36.0% | 18.7% | ||
| Q1 25 | — | 12.2% | ||
| Q4 24 | — | 20.9% | ||
| Q3 24 | — | 21.9% | ||
| Q2 24 | 38.4% | 32.7% | ||
| Q1 24 | — | 34.1% |
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | 13.1% | 6.4% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | 11.7% | 13.5% | ||
| Q1 24 | — | 19.1% |
| Q4 25 | — | $0.48 | ||
| Q3 25 | — | $0.84 | ||
| Q2 25 | $0.14 | $0.34 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.36 | ||
| Q3 24 | — | $0.27 | ||
| Q2 24 | $0.12 | $0.52 | ||
| Q1 24 | — | $0.71 |
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 | $386.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $301.7M |
| Total Assets | $3.4B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $386.7M | ||
| Q3 25 | — | $285.9M | ||
| Q2 25 | $92.4M | $222.2M | ||
| Q1 25 | — | $197.8M | ||
| Q4 24 | — | $162.8M | ||
| Q3 24 | — | $120.0M | ||
| Q2 24 | $195.3M | $271.6M | ||
| Q1 24 | — | $318.0M |
| Q4 25 | — | $301.7M | ||
| Q3 25 | — | $274.8M | ||
| Q2 25 | $1.0B | $232.2M | ||
| Q1 25 | — | $234.4M | ||
| Q4 24 | — | $228.8M | ||
| Q3 24 | — | $234.3M | ||
| Q2 24 | $999.2M | $216.6M | ||
| Q1 24 | — | $222.2M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $3.4B | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $3.2B | $1.1B | ||
| Q1 24 | — | $1.1B |
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 | $123.0M |
| Free Cash FlowOCF − Capex | — | $122.4M |
| FCF MarginFCF / Revenue | — | 59.6% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | 0.18× | 7.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $327.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $123.0M | ||
| Q3 25 | — | $78.4M | ||
| Q2 25 | $6.3M | $72.4M | ||
| Q1 25 | — | $55.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $-9.0M | ||
| Q2 24 | $16.0M | $67.4M | ||
| Q1 24 | — | $61.9M |
| Q4 25 | — | $122.4M | ||
| Q3 25 | — | $78.3M | ||
| Q2 25 | — | $72.4M | ||
| Q1 25 | — | $54.6M | ||
| Q4 24 | — | $84.1M | ||
| Q3 24 | — | $-9.2M | ||
| Q2 24 | — | $67.1M | ||
| Q1 24 | — | $61.4M |
| Q4 25 | — | 59.6% | ||
| Q3 25 | — | 37.4% | ||
| Q2 25 | — | 38.5% | ||
| Q1 25 | — | 30.7% | ||
| Q4 24 | — | 46.2% | ||
| Q3 24 | — | -5.8% | ||
| Q2 24 | — | 46.2% | ||
| Q1 24 | — | 42.3% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.4% |
| Q4 25 | — | 7.25× | ||
| Q3 25 | — | 2.49× | ||
| Q2 25 | 0.18× | 6.05× | ||
| Q1 25 | — | 22.92× | ||
| Q4 24 | — | 6.75× | ||
| Q3 24 | — | -0.96× | ||
| Q2 24 | 0.50× | 3.44× | ||
| Q1 24 | — | 2.23× |
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% |
COLL
Segment breakdown not available.
