
HP+60.74%14.3%

NBR+96.96%14.3%

NE+49.83%14.3%

OII+85.22%14.3%

RIG+56.06%14.3%

SDRL+50.59%14.3%

VAL+56.16%14.3%
As of Oct 2, 2026, 9:55 PM ET
Oversupply Risk '26: Offshore Drilling Constituents
Helmerich & Payne, Inc.HP | 14.3% | 0.94% | -8.33% | -23.44% | -4.52% | 27.18% | 3.56% | 41.23% | 60.74% | 21.60% | 61.05% | $3.85B |
Nabors Industries Ltd.NBR | 14.3% | -0.24% | -3.22% | -15.56% | 1.13% | 48.68% | 3.35% | 88.46% | 96.96% | 1.92% | -23.22% | $1.18B |
Noble Corporation PlcNE | 14.3% | -2.44% | -5.78% | -10.81% | 1.71% | 50.27% | -6.59% | 88.50% | 49.83% | 21.08% | 71.34% | $6.50B |
Oceaneering International, Inc.OII | 14.3% | -0.09% | -2.95% | -13.33% | 0.88% | 86.23% | 26.06% | 98.45% | 85.22% | 69.29% | 214.55% | $4.41B |
Seadrill LimitedSDRL | 14.3% | -2.69% | 0.32% | -6.91% | 4.31% | 35.84% | 7.11% | 86.66% | 50.59% | 9.16% | 32.08% | $2.74B |
Transocean Ltd.RIG | 14.3% | -1.34% | -6.19% | -17.20% | -1.72% | 24.70% | -20.52% | 62.97% | 56.06% | 12.88% | 35.34% | $5.26B |
Valaris LimitedVAL | 14.3% | -1.47% | -5.23% | -15.27% | -1.47% | 55.54% | -18.22% | 95.54% | 56.16% | 40.21% | 119.76% | $5.43B |
| Theme return | — | -1.05% | -4.48% | -14.72% | 0.05% | 50.33% | 0.02% | 90.52% | 71.06% | 39.84% | 94.71% | — |
| Average | 14.3% | -1.05% | -4.48% | -14.65% | 0.05% | 46.92% | -0.75% | 80.26% | 65.08% | 25.16% | 72.98% | $4.20B |
| Median | 14.3% | -1.34% | -5.23% | -15.27% | 0.88% | 48.68% | 3.35% | 88.46% | 56.16% | 21.08% | 61.05% | $4.41B |
| Std Dev | 0.0% | 1.22% | 2.59% | 4.80% | 2.65% | 19.42% | 14.86% | 19.13% | 17.09% | 21.21% | 70.43% | $1.66B |
| Min | 14.3% | -2.69% | -8.33% | -23.44% | -4.52% | 24.70% | -20.52% | 41.23% | 49.83% | 1.92% | -23.22% | $1.18B |
| Max | 14.3% | 0.94% | 0.32% | -6.91% | 4.31% | 86.23% | 26.06% | 98.45% | 96.96% | 69.29% | 214.55% | $6.50B |
| % Positive Tickers | 14.29% | 14.29% | 0.00% | 57.14% | 100.00% | 57.14% | 100.00% | 100.00% | 100.00% | 85.71% |