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Side-by-side financial comparison of Borr Drilling Ltd (BORR) and OneStream, Inc. (OS). Click either name above to swap in a different company.
Borr Drilling Ltd is the larger business by last-quarter revenue ($267.7M vs $163.7M, roughly 1.6× OneStream, Inc.). Borr Drilling Ltd runs the higher net margin — 13.1% vs 0.6%, a 12.5% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% 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.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
BORR vs OS — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $267.7M | $163.7M |
| Net Profit | $35.1M | $999.0K |
| Gross Margin | — | 69.8% |
| Operating Margin | 36.0% | -3.2% |
| Net Margin | 13.1% | 0.6% |
| Revenue YoY | -1.5% | 23.6% |
| Net Profit YoY | 10.7% | — |
| EPS (diluted) | $0.14 | — |
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 | — | $163.7M | ||
| Q3 25 | — | $154.3M | ||
| Q2 25 | $267.7M | $147.6M | ||
| Q1 25 | — | $136.3M | ||
| Q4 24 | — | $132.5M | ||
| Q3 24 | — | $129.1M | ||
| Q2 24 | $271.9M | $117.5M | ||
| Q1 24 | — | $110.3M |
| Q4 25 | — | $999.0K | ||
| Q3 25 | — | $-8.8M | ||
| Q2 25 | $35.1M | $-18.4M | ||
| Q1 25 | — | $-24.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-171.9M | ||
| Q2 24 | $31.7M | $-7.8M | ||
| Q1 24 | — | $-5.0M |
| Q4 25 | — | 69.8% | ||
| Q3 25 | — | 68.1% | ||
| Q2 25 | — | 68.6% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 66.8% | ||
| Q3 24 | — | 50.1% | ||
| Q2 24 | — | 68.5% | ||
| Q1 24 | — | 69.1% |
| Q4 25 | — | -3.2% | ||
| Q3 25 | — | -11.3% | ||
| Q2 25 | 36.0% | -21.8% | ||
| Q1 25 | — | -29.3% | ||
| Q4 24 | — | -35.8% | ||
| Q3 24 | — | -197.6% | ||
| Q2 24 | 38.4% | -9.8% | ||
| Q1 24 | — | -4.9% |
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | -5.7% | ||
| Q2 25 | 13.1% | -12.5% | ||
| Q1 25 | — | -17.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -133.1% | ||
| Q2 24 | 11.7% | -6.7% | ||
| Q1 24 | — | -4.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $0.14 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-1.06 | ||
| Q2 24 | $0.12 | — | ||
| Q1 24 | — | — |
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 | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $504.7M |
| Total Assets | $3.4B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $693.6M | ||
| Q3 25 | — | $653.9M | ||
| Q2 25 | $92.4M | $652.1M | ||
| Q1 25 | — | $593.9M | ||
| Q4 24 | — | $544.2M | ||
| Q3 24 | — | $495.5M | ||
| Q2 24 | $195.3M | $140.5M | ||
| Q1 24 | — | — |
| Q4 25 | — | $504.7M | ||
| Q3 25 | — | $472.1M | ||
| Q2 25 | $1.0B | $458.2M | ||
| Q1 25 | — | $412.9M | ||
| Q4 24 | — | $386.2M | ||
| Q3 24 | — | $458.2M | ||
| Q2 24 | $999.2M | $97.5M | ||
| Q1 24 | — | $102.5M |
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $949.4M | ||
| Q2 25 | $3.4B | $910.5M | ||
| Q1 25 | — | $867.3M | ||
| Q4 24 | — | $823.2M | ||
| Q3 24 | — | $750.1M | ||
| Q2 24 | $3.2B | $379.7M | ||
| Q1 24 | — | — |
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 | $25.8M |
| Free Cash FlowOCF − Capex | — | $25.6M |
| FCF MarginFCF / Revenue | — | 15.7% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 0.18× | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | — | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $25.8M | ||
| Q3 25 | — | $5.0M | ||
| Q2 25 | $6.3M | $29.7M | ||
| Q1 25 | — | $36.2M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.4M | ||
| Q2 24 | $16.0M | $8.1M | ||
| Q1 24 | — | $25.5M |
| Q4 25 | — | $25.6M | ||
| Q3 25 | — | $4.8M | ||
| Q2 25 | — | $29.4M | ||
| Q1 25 | — | $35.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.3M | ||
| Q2 24 | — | $7.7M | ||
| Q1 24 | — | $24.9M |
| Q4 25 | — | 15.7% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 19.9% | ||
| Q1 25 | — | 26.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | 22.5% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | — | 25.79× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.18× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.50× | — | ||
| Q1 24 | — | — |
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% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
