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Side-by-side financial comparison of Borr Drilling Ltd (BORR) and Dynatrace, Inc. (DT). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $267.7M, roughly 1.9× Borr Drilling Ltd). Borr Drilling Ltd runs the higher net margin — 13.1% vs 7.8%, a 5.3% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% 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.
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
BORR vs DT — Head-to-Head
Income Statement — Q2 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $267.7M | $515.5M |
| Net Profit | $35.1M | $40.1M |
| Gross Margin | — | 81.4% |
| Operating Margin | 36.0% | 14.1% |
| Net Margin | 13.1% | 7.8% |
| Revenue YoY | -1.5% | 18.2% |
| Net Profit YoY | 10.7% | -88.9% |
| EPS (diluted) | $0.14 | $0.13 |
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 | — | $515.5M | ||
| Q3 25 | — | $493.8M | ||
| Q2 25 | $267.7M | $477.3M | ||
| Q1 25 | — | $445.2M | ||
| Q4 24 | — | $436.2M | ||
| Q3 24 | — | $418.1M | ||
| Q2 24 | $271.9M | $399.2M | ||
| Q1 24 | — | $380.8M |
| Q4 25 | — | $40.1M | ||
| Q3 25 | — | $57.2M | ||
| Q2 25 | $35.1M | $48.0M | ||
| Q1 25 | — | $39.3M | ||
| Q4 24 | — | $361.8M | ||
| Q3 24 | — | $44.0M | ||
| Q2 24 | $31.7M | $38.6M | ||
| Q1 24 | — | $37.9M |
| Q4 25 | — | 81.4% | ||
| Q3 25 | — | 81.8% | ||
| Q2 25 | — | 82.1% | ||
| Q1 25 | — | 80.9% | ||
| Q4 24 | — | 81.1% | ||
| Q3 24 | — | 81.4% | ||
| Q2 24 | — | 81.3% | ||
| Q1 24 | — | 81.1% |
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | 36.0% | 13.1% | ||
| Q1 25 | — | 9.6% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | 38.4% | 10.5% | ||
| Q1 24 | — | 6.1% |
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | 13.1% | 10.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 82.9% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | 11.7% | 9.7% | ||
| Q1 24 | — | 10.0% |
| Q4 25 | — | $0.13 | ||
| Q3 25 | — | $0.19 | ||
| Q2 25 | $0.14 | $0.16 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | — | $1.19 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | $0.12 | $0.13 | ||
| Q1 24 | — | $0.13 |
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 | $1.2B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $2.7B |
| Total Assets | $3.4B | $4.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $92.4M | $1.3B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $195.3M | $1.0B | ||
| Q1 24 | — | $836.9M |
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | $1.0B | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $999.2M | $2.1B | ||
| Q1 24 | — | $2.0B |
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $4.1B | ||
| Q2 25 | $3.4B | $4.1B | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | $3.2B | $3.3B | ||
| Q1 24 | — | $3.4B |
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 | $33.8M |
| Free Cash FlowOCF − Capex | — | $27.2M |
| FCF MarginFCF / Revenue | — | 5.3% |
| Capex IntensityCapex / Revenue | — | 1.3% |
| Cash ConversionOCF / Net Profit | 0.18× | 0.84× |
| TTM Free Cash FlowTrailing 4 quarters | — | $465.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $33.8M | ||
| Q3 25 | — | $32.0M | ||
| Q2 25 | $6.3M | $269.7M | ||
| Q1 25 | — | $162.8M | ||
| Q4 24 | — | $42.2M | ||
| Q3 24 | — | $23.6M | ||
| Q2 24 | $16.0M | $230.7M | ||
| Q1 24 | — | $131.7M |
| Q4 25 | — | $27.2M | ||
| Q3 25 | — | $27.8M | ||
| Q2 25 | — | $262.2M | ||
| Q1 25 | — | $148.2M | ||
| Q4 24 | — | $37.6M | ||
| Q3 24 | — | $20.1M | ||
| Q2 24 | — | $227.4M | ||
| Q1 24 | — | $121.9M |
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | 54.9% | ||
| Q1 25 | — | 33.3% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 57.0% | ||
| Q1 24 | — | 32.0% |
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 2.6% |
| Q4 25 | — | 0.84× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | 0.18× | 5.62× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | 0.50× | 5.97× | ||
| Q1 24 | — | 3.47× |
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% |
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
