BW Offshore（XY81）株式概要BWオフショア社は、アメリカ、ヨーロッパ、アフリカ、アジア、太平洋地域におけるオフショア生産ソリューションのエンジニアリングに従事している。 詳細XY81 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績2/6財務の健全性5/6配当金4/6報酬株価収益率（ 8.6 x） German市場（ 17.1 x）を下回っています。収益は年間24.22%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見るXY81 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW484,833 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG484,833 investors already sharing narrativesYour Fair Value€Current Price€4.0039.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-233m1b2016201920222025202620282031Revenue US$1.2bEarnings US$239.5mAdvancedSet Fair ValueView all narrativesBW Offshore Limited 競合他社EnviTec BiogasSymbol: XTRA:ETGMarket cap: €273.2mDaldrup & SöhneSymbol: XTRA:4DSMarket cap: €146.1mDeutsche RohstoffSymbol: XTRA:DR0Market cap: €363.1mFriedrich Vorwerk GroupSymbol: XTRA:VH2Market cap: €1.2b価格と性能株価の高値、安値、推移の概要BW Offshore過去の株価現在の株価NOK 4.0052週高値NOK 4.7852週安値NOK 2.78ベータ0.591ヶ月の変化-3.15%3ヶ月変化-9.72%1年変化41.42%3年間の変化74.76%5年間の変化40.57%IPOからの変化-97.50%最新ニュースお知らせ • Jun 15BW Offshore Completes Interim Performance Test for BW Opal FPSOBW Offshore has completed the Interim Performance Test (IPT) for the BW Opal FPSO, as part of the commissioning programme for the Santos-operated Barossa LNG project offshore northern Australia. The completion of IPT constitutes an important operational milestone for BW Opal. The test confirms that key production, processing and utility systems on the FPSO are operating in an integrated manner and are capable of delivering stable performance under production conditions. Following the restart of production in early May, BW Opal has continued gas production and export. Production is being managed in close coordination with Santos during this phase of the ramp-up and commissioning programme. BW Offshore remains focused on safe and stable operations, the completion of remaining commissioning activities, and progress toward Practical Completion. Practical Completion will mark the commencement of the long-term firm contract period for BW Opal.Reported Earnings • May 21First quarter 2026 earnings released: EPS: US$0.13 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.13 (down from US$0.34 in 1Q 2025). Revenue: US$130.2m (down 15% from 1Q 2025). Net income: US$23.5m (down 62% from 1Q 2025). Profit margin: 18% (down from 40% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 20BW Offshore Limited Announces Cash Dividend for the First Quarter 2026, Payable on or About 1 June 2026BW Offshore Limited announced cash dividend of USD 0.0625 per share for the first quarter 2026. Date of approval: 14 May 2026; Last day inclusive: 20 May 2026; Ex-date: 21 May 2026; Record date: 22 May 2026. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 1 June 2026.お知らせ • Feb 27Bw Offshore Limited Announces Dividend for the Fourth Quarter of 2025, Payable on March 13, 2026BW Offshore Limited announced dividend of USD 0.1830 per share for the fourth quarter of 2025, payable on March 13, 2026 with record date of March 5, 2026 and ex-date of March 4, 2026.お知らせ • Nov 20BW Offshore Limited, Annual General Meeting, May 14, 2026BW Offshore Limited, Annual General Meeting, May 14, 2026.お知らせ • Nov 19+ 3 more updatesBW Offshore Limited to Report Q1, 2026 Results on May 18, 2026BW Offshore Limited announced that they will report Q1, 2026 results on May 18, 2026最新情報をもっと見るRecent updatesお知らせ • Jun 15BW Offshore Completes Interim Performance Test for BW Opal FPSOBW Offshore has completed the Interim Performance Test (IPT) for the BW Opal FPSO, as part of the commissioning programme for the Santos-operated Barossa LNG project offshore northern Australia. The completion of IPT constitutes an important operational milestone for BW Opal. The test confirms that key production, processing and utility systems on the FPSO are operating in an integrated manner and are capable of delivering stable performance under production conditions. Following the restart of production in early May, BW Opal has continued gas production and export. Production is being managed in close coordination with Santos during this phase of the ramp-up and commissioning programme. BW Offshore remains focused on safe and stable operations, the completion of remaining commissioning activities, and progress toward Practical Completion. Practical Completion will mark the commencement of the long-term firm contract period for BW Opal.Reported Earnings • May 21First quarter 2026 earnings released: EPS: US$0.13 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.13 (down from US$0.34 in 1Q 2025). Revenue: US$130.2m (down 15% from 1Q 2025). Net income: US$23.5m (down 62% from 1Q 2025). Profit margin: 18% (down from 40% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 20BW Offshore Limited Announces Cash Dividend for the First Quarter 2026, Payable on or About 1 June 2026BW Offshore Limited announced cash dividend of USD 0.0625 per share for the first quarter 2026. Date of approval: 14 May 2026; Last day inclusive: 20 May 2026; Ex-date: 21 May 2026; Record date: 22 May 2026. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 1 June 2026.お知らせ • Feb 27Bw Offshore Limited Announces Dividend for the Fourth Quarter of 2025, Payable on March 13, 2026BW Offshore Limited announced dividend of USD 0.1830 per share for the fourth quarter of 2025, payable on March 13, 2026 with record date of March 5, 2026 and ex-date of March 4, 2026.お知らせ • Nov 20BW Offshore Limited, Annual General Meeting, May 14, 2026BW Offshore Limited, Annual General Meeting, May 14, 2026.お知らせ • Nov 19+ 3 more updatesBW Offshore Limited to Report Q1, 2026 Results on May 18, 2026BW Offshore Limited announced that they will report Q1, 2026 results on May 18, 2026お知らせ • Nov 16BW Offshore And BW Group Establish BW Elara Joint Venture For Floating Desalination Solutions Powered By BW Water TechnologyBW Offshore and BW Group have established a 50/50 joint venture entity (JV), BW Elara, to design and buildFloating Desalination Units (FDUs), producing fresh water from salt water to address growing global water constraints. The FDUs will combine BW Offshore's experience from developing over 40 floating production units with BW Water's 35-year desalination expertise to offer a rapidly deployable fresh water solution. BW Offshore will oversee the overall FDU project execution, including hull design and construction, and system integration, and will co-invest alongside a company affiliated with BW Group; and BW Water will design and build the desalination plant using its custom-engineered reverse osmosis systems. Access to fresh water is an emerging global challenge. While permanent infrastructure remains the typical long-term solution, there is a widening gap between immediate water requirements and availability in many areas. This challenge is particularly acute in mid-size municipal and industrial settings, where existing emergency water supply options such as containerised units are insufficient to meet demand, while large onshore desalination plants take too long to address urgent needs. Developed over the last two years on proven technology, the FDU concept offers a flexible and scalable solution to bridge that gap. A ready-built FDU can be deployed and fully operational within as little as three months from contract signing. The modular unit can supply 20 to 40 million litres of drinking water per day. It is ideal for urgent deployment in response to droughts, delays in land-based desalination projects and temporary industrial demand spikes. The JV sees clear market potential underpinning intention to develop and operate a multi-regional fleet over time.お知らせ • Sep 22BW Offshore Announces First Gas Achieves on the BW Opal FPSOBW Offshore announced that the BW Opal FPSO has achieved First Gas on 20 September, after successfully reaching Ready for Start-Up (RFSU) for the Santos operated Barossa LNG project on 16 September, initiating 60% of the contractual dayrate under the charter. First Gas represents a critical juncture in the formal transition from project to operations phase and demonstrates BW Opal's readiness to deliver stable energy production. The next milestone, Interim Performance Test (IPT), will increase the payable dayrate to 85%. The final milestone, Practical Completion (PC), will conclude the delivery phase, trigger 100% of the dayrate, and mark the commencement of the 15-year firm contract period, securing long-term revenues for the Company under the charter agreement. The BW Opal FPSO, designed to process 850 million standard cubic feet per day (MMSCFD) of gas and capacity of 11,000 barrels per day of stabilised condensate, will operate in the Santos operated Barossa gas field, located285 kilometres offshore Darwin in the Northern Territory of Australia. The FPSO will play a central role in unlocking the resource potential of the Barossa field for years to come.お知らせ • Aug 28BW Offshore Limited Declares Cash Dividend for the Second Quarter 2025, Payable on or About September 11, 2025BW Offshore Limited declared cash dividend of USD 0.0625 per share for the second quarter 2025. Date of approval: 28 August 2025. Ex-date: 2 September 2025; Record date: 3 September 2025. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 11 September 2025.お知らせ • Jun 03BW Offshore Limited Declares Cash Dividend for the First Quarter 2025, Payable on or About 12 June 2025BW Offshore Limited declared cash dividend of USD 11 million equal to USD 0.0625 per share for the first quarter 2025. Date of approval: 28 May 2025. Ex-date: 4 June 2025; Record date: 5 June 2025. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 12 June 2025.お知らせ • May 29BW Offshore Limited Appoints Nomination CommitteeBW Offshore Limited at the AGM May 28, 2025 appointed Ms. Alicia Yik as member of the nomination committee and Ms. Elaine Yew as Chair of the nomination committee.お知らせ • Feb 28Bw Offshore Limited Declares Fourth Quarter Cash Dividend, Payable on or About 11 March 2025BW Offshore Limited declared fourth quarter cash dividend of USD 0.14 per share for year 2024. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 11 March 2025. Ex-date: 3 March 2025; Record date: 4 March 2025.お知らせ • Dec 04BW Offshore Limited, Annual General Meeting, May 28, 2025BW Offshore Limited, Annual General Meeting, May 28, 2025.お知らせ • Dec 03+ 3 more updatesBW Offshore Limited to Report Q3, 2025 Results on Nov 14, 2025BW Offshore Limited announced that they will report Q3, 2025 results on Nov 14, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: US$0.08 (vs US$0.17 in 3Q 2023)Third quarter 2024 results: EPS: US$0.08 (down from US$0.17 in 3Q 2023). Revenue: US$150.9m (down 3.5% from 3Q 2023). Net income: US$13.7m (down 54% from 3Q 2023). Profit margin: 9.1% (down from 19% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is expected to decline by 18% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 15BW Offshore Limited Declares Quarterly Cash Dividend, Payable on or Around November 27, 2024BW Offshore Limited declared a quarterly cash dividend of USD 0.0625 per share. The shares will trade ex-dividend from 19 November 2024. Shareholders recorded in VPS following the close of trading on Oslo Børs on 20 November 2024, will be entitled to the distribution payable on or around 27 November 2024.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €2.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 24% over the past three years.Reported Earnings • Sep 04Second quarter 2024 earnings released: EPS: US$0.16 (vs US$0.066 in 2Q 2023)Second quarter 2024 results: EPS: US$0.16 (up from US$0.066 in 2Q 2023). Revenue: US$151.9m (down 8.5% from 2Q 2023). Net income: US$29.2m (up 143% from 2Q 2023). Profit margin: 19% (up from 7.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 3.0%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Declared Dividend • Sep 02First quarter dividend of US$0.063 announcedShareholders will receive a dividend of US$0.063. Ex-date: 3rd September 2024 Payment date: 11th September 2024 Dividend yield will be 10.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 11% over the next year. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.New Risk • May 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 10% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • May 26BW Offshore Limited Announces Dividend for First Quarter 2024, Payable on or About 5 June 2024BW Offshore Limited announced dividend of USD 0.0625 per share for First Quarter 2024. Date of approval of 23 May 2024 with Ex-date of 28 May 2024. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 5 June 2024. Record date of 29 May 2024.お知らせ • May 24BW Offshore Limited Appoints Kees Van Seventer as Board MemberBW Offshore Limited at its AGM held on May 23, 2024 approved appointment of Mr. Kees van Seventer as a new board member. Kees van Seventer has more than 25 years’ experience in the infrastructure, new technologies, LNG and energy transition industries. Mr. van Seventer is currently a Managing Partner at KS7 Impact Ventures. He also serves as Chairman of the KitchenSmart Foundation and is a Board member of Sohar Industrial Port Company (Oman) on behalf of the Port of Rotterdam. Mr. van Seventer was a Strategic Committee member at Royal Vopak for 18 years, where he held senior executive roles. Prior to this, he held positions at Solveigh M&A and Corporate Development, as well as Royal Pakhoed. Mr. Van Seventer studied Technical Business Management (Rijswijk) and holds an MBA from Business School Nederland.お知らせ • Apr 30Carl Krogh Arnet, Director Do Not Stand for Re-Election at BW Offshore LimitedMr. Carl Krogh Arnet, Director has informed BW Offshore Limited that he is not available for re-election, at its AGM to be held on 23 May 2024. He will hold office until the conclusion of the 2024 Annual General Meeting.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$0.56 (vs US$0.72 in FY 2022)Full year 2023 results: EPS: US$0.56 (down from US$0.72 in FY 2022). Revenue: US$659.2m (down 15% from FY 2022). Net income: US$100.4m (down 23% from FY 2022). Profit margin: 15% (down from 17% in FY 2022). Revenue is expected to decline by 24% p.a. on average during the next 2 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Dec 14BW Group (Offeror) agreed to acquire remaining 60% in BW Energy Limited (OB : BWE) for NOK 4.2 billion in a tender offer.BW Group (Offeror) agreed to acquire remaining 60% in BW Energy Limited (OB : BWE) for NOK 4.2 billion in a tender offer on December 13, 2023. Under the terms, NOK 27 per share will be paid in cash. Offer period: From and including December 14, 2023 to January 12, 2024. DNB Markets, a part of DNB Bank ASA is acting as financial advisor and receiving agent, and Advokatfirmaet Thommessen AS is acting as legal advisor, to the BW Group Limited.お知らせ • Dec 08BW Sirocco Holdings AS (Offeror)completed the acquisition of 84.7 % stake in BW Ideol AS (OB : BWIDL).BW Sirocco Holdings AS (Offeror) made a recommended voluntary offer to acquire a 84.7 % stake in BW Ideol AS (OB : BWIDL) on November 9, 2023. Under the terms, eligible shareholders of BW Ideol will be offered a cash offer price of NOK 12 per Share and shares on 1:1 basis. The board of directors of BW Ideol (excluding its members having a conflict of interest with respect to the Offer) (the "Board") have unanimously resolved to recommend the shareholders of BW Ideol to accept the Offer. Transaction is subject to approval of regulatory board. The offer period is expected to commence on or about 14 November 14, 2023, following registration of the Offer Document with the Norwegian Register of Business Enterprises, and end on November 28, 2023. Following the completion of the Offer, the Offeror intends to carry out a compulsory acquisition to acquire the remaining Shares.Danske Bank, Norwegian Branch, is acting as financial advisor to the Offeror and receiving agent for the Offer. Advokatfirmaet Thommessen AS is acting as legal advisor to the Offeror. Carnegie AS is acting as financial advisor to the Board.BW Sirocco Holdings AS (Offeror)completed the acquisition of 84.7 % stake in BW Ideol AS (OB : BWIDL) on December 7, 2023. The Offeror intends to exercise its right of compulsory acquisition. The Offeror hereby announces that Offer has been completed, and that the settlement of the Offer has been made in accordance Settlement of the Cash Consideration) and Settlement of the Consideration Shares. Following the Settlement, and as of today, the Offeror holds in total 30,000,561 Shares, representing 95.21% of the Shares in BW Ideol. As on December 8, 2023, BW Sirocco Holdings AS announces exercise of the right of compulsory acquisition of the remaining shares in BW Ideol AS.お知らせ • Dec 05+ 4 more updatesBW Offshore Limited to Report Q1, 2024 Results on May 24, 2024BW Offshore Limited announced that they will report Q1, 2024 results on May 24, 2024Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: US$0.17 (vs US$0.17 in 3Q 2022)Third quarter 2023 results: EPS: US$0.17 (in line with 3Q 2022). Revenue: US$156.4m (down 11% from 3Q 2022). Net income: US$30.0m (flat on 3Q 2022). Profit margin: 19% (up from 17% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Nov 17BW Offshore Limited Declares Cash Dividend, Payable on or About November 28, 2023BW Offshore Limited declared cash dividend of USD 0.035 per share. Date of approval is 15 November 2023. Ex-date is 20 November 2023. Record date is 21 November 2023. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 28 November 2023.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: US$0.067 (vs US$0.07 in 2Q 2022)Second quarter 2023 results: EPS: US$0.067 (down from US$0.07 in 2Q 2022). Revenue: US$166.1m (down 14% from 2Q 2022). Net income: US$12.0m (down 4.8% from 2Q 2022). Profit margin: 7.2% (up from 6.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Aug 28BW Offshore Limited Declares Cash Dividend for Second Quarter of 2023, Payable on or About 7 September 2023BW Offshore Limited declared cash dividend for second quarter of 2023 of USD 0.035 per share. Date of approval is 25 August 2023. Ex-date is 30 August 2023. Record date is 31 August 2023. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 7 September 2023.New Risk • Jul 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.08% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.08% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Director Rebekka Herlofsen was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 25First quarter 2023 earnings released: EPS: US$0.10 (vs US$0.26 in 1Q 2022)First quarter 2023 results: EPS: US$0.10 (down from US$0.26 in 1Q 2022). Revenue: US$166.3m (down 14% from 1Q 2022). Net income: US$18.5m (down 61% from 1Q 2022). Profit margin: 11% (down from 24% in 1Q 2022). Revenue is expected to decline by 7.5% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • May 25BW Offshore Limited Announces Cash Dividend for First Quarter 2023, Payable on or About 6 June 2023BW Offshore Limited announced Cash dividend amount: USD 0.035 per share for first quarter 2023 and USD 5 million of BW Energy Limited shares as in-kind distribution. Date of approval: 23 May 2023, Last day inclusive is 25 May 2023, Ex-date is 26 May 2023 Record date is 30 May 2023. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 6 June 2023.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$0.72 (vs US$0.35 in FY 2021)Full year 2022 results: EPS: US$0.72 (up from US$0.35 in FY 2021). Revenue: US$774.1m (down 6.7% from FY 2021). Net income: US$129.7m (up 107% from FY 2021). Profit margin: 17% (up from 7.5% in FY 2021). The increase in margin was driven by lower expenses. Revenue is expected to decline by 27% p.a. on average during the next 2 years, while revenues in the Energy Services industry in Europe are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Dec 30+ 4 more updatesBW Offshore Limited to Report Q1, 2023 Results on May 24, 2023BW Offshore Limited announced that they will report Q1, 2023 results on May 24, 2023お知らせ • Nov 22BW Offshore Limited Updates on the Gato Do Mato ProjectBW Offshore has been advised by Shell Brasil Petróleo Ltda that final investment decision on the Gato do Mato oil and gas field development offshore Brazil will not be made within the next 12 to 24 months. The Company expects to receive formal notification terminating the limited notice to proceed in due course. BW Offshore will be reimbursed for costs incurred in line with the agreed terms of the LNTP.Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: US$0.17 (vs US$0.035 in 3Q 2021)Third quarter 2022 results: EPS: US$0.17 (up from US$0.035 in 3Q 2021). Revenue: US$176.5m (down 12% from 3Q 2021). Net income: US$29.9m (up 375% from 3Q 2021). Profit margin: 17% (up from 3.2% in 3Q 2021). Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Nov 18BW Offshore Limited Declares Cash Dividend, Payable on or About 30 November 2022The Board of Directors of BW Offshore Limited has declared a cash dividend of USD 0.035 per share. Shares will trade ex-dividend from 22 November 2022. Shareholders recorded in VPS following the close of trading on Oslo Børs on 23 November 2022 will be entitled to the distribution payable on or about 30 November 2022.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.12, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 9x in the Energy Services industry in Europe. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.32 per share.Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: US$0.07 (vs US$0.029 in 2Q 2021)Second quarter 2022 results: EPS: US$0.07 (up from US$0.029 in 2Q 2021). Revenue: US$192.8m (down 7.2% from 2Q 2021). Net income: US$12.6m (up 142% from 2Q 2021). Profit margin: 6.5% (up from 2.5% in 2Q 2021). Over the next year, revenue is expected to shrink by 21% compared to a 13% growth forecast for the Energy Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Aug 29BW Offshore Limited Declares Cash Dividend, Payable on or About 8 September 2022The Board of Directors of BW Offshore Limited has declared a cash dividend of USD 0.035 per share and USD 5 million of BW Energy Limited shares as in-kind distribution. Shares will trade ex-dividend from 31 August 2022. Shareholders recorded in VPS following the close of trading on Oslo Børs on 1 September 2022 will be entitled to the distribution payable on or about 8 September 2022.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €2.78, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.20 per share.Recent Insider Transactions • Jun 07Director recently sold €814k worth of stockOn the 3rd of June, Carl Arnet sold around 237k shares on-market at roughly €3.44 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.Upcoming Dividend • Jun 01Upcoming dividend of US$0.035 per shareEligible shareholders must have bought the stock before 08 June 2022. Payment date: 17 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (3.4%).Reported Earnings • May 29First quarter 2022 earnings released: EPS: US$0.26 (vs US$0.54 in 1Q 2021)First quarter 2022 results: EPS: US$0.26 (down from US$0.54 in 1Q 2021). Revenue: US$193.6m (down 12% from 1Q 2021). Net income: US$47.0m (down 52% from 1Q 2021). Profit margin: 24% (down from 45% in 1Q 2021). Over the next year, revenue is expected to shrink by 22% compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • May 28BW Offshore Limited Announces Dividend, Payable on June 17, 2022BW Offshore Limited announced the dividend of USD 0.35 per share, payable on June 17, 2022. Ex-date is 8 June 2022 and record date is 9 June 2022. Date of approval is 26 May 2022.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €2.46, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 11x in the Energy Services industry in Europe. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.17 per share.Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.35 (up from US$1.77 loss in FY 2020). Revenue: US$829.3m (down 6.4% from FY 2020). Net income: US$62.6m (up US$382.5m from FY 2020). Profit margin: 7.5% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 6.7%. Over the next year, revenue is expected to shrink by 18% compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 28Bw Offshore Limited Declares Cash Dividend, Payable on March 17 2022BW Offshore Limited announced that the Board of Directors has declared a cash dividend of USD 0.035 per share. Shares will trade ex-dividend from and including 8 March 2022. Shareholders recorded in VPS following the close of trading on Oslo Børs on 9 March 2022 will be entitled to the distribution payable on or around 17 March 2022.お知らせ • Feb 19BW Offshore Limited to Report Q4, 2021 Results on Feb 28, 2022BW Offshore Limited announced that they will report Q4, 2021 results at 7:30 AM, Central European Standard Time on Feb 28, 2022お知らせ • Feb 15BW Offshore Limited Announces Impairment for Fourth Quarter of 2021BW Offshore Limited announced impairment for fourth quarter of 2021. For the quarter, the company has decided to record an impairment to the book value of the FPSOs BW Athena, Espoir Ivoirien, Sendje Berge, PetrÃleo Nautipa and Umuroa amounting to USD 66.6 million in the fourth quarter of 2021. In addition, the company will record an impairment of USD 23.8 million related to the previously announced sale of Joko Tole and associated loss from the transaction.Reported Earnings • Nov 26Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: US$0.035 (down from US$0.074 in 3Q 2020). Revenue: US$199.6m (up 2.3% from 3Q 2020). Net income: US$6.30m (down 53% from 3Q 2020). Profit margin: 3.2% (down from 6.8% in 3Q 2020). Revenue exceeded analyst estimates by 25%. Over the next year, revenue is expected to shrink by 18% compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Energy Services industry in Europe. Total loss to shareholders of 54% over the past three years.Recent Insider Transactions • Sep 26Director recently sold €1.2m worth of stockOn the 23rd of September, Carl Arnet sold around 500k shares on-market at roughly €2.49 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.4m more than they bought in the last 12 months.お知らせ • Sep 25BW Offshore: Regulatory Approval for Barossa FPSO Equity Joint Venture PartnershipBW Offshore announced that the regulatory approval has now been granted for the Joint Venture Partnership consisting of BW Offshore Limited, ICMK Offshore Investment Pte Ltd. and Macquarie Bank Limited. The partnership will contribute to the equity financing of the FPSO for the Barossa gas field offshore Australia. The Barossa FPSO will be financed by a 14-year combined construction and long- term debt facility of USD 1.150 billion and USD 240 million from the equity joint venture, as well as approximately USD 1 billion in pre- payments by Santos and the Barossa Upstream Joint Venture Partners during the construction period.Reported Earnings • Aug 25Second quarter 2021 earnings released: EPS US$0.048 (vs US$0.17 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$207.8m (down 1.5% from 2Q 2020). Net income: US$8.50m (down 71% from 2Q 2020). Profit margin: 4.1% (down from 14% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Jun 08Chief Commercial Officer recently sold €190k worth of stockOn the 4th of June, Rune Bjorbekk sold around 51k shares on-market at roughly €3.72 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • May 27First quarter 2021 earnings released: EPS US$0.54 (vs US$1.69 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$218.9m (down 15% from 1Q 2020). Net income: US$97.5m (up US$410.1m from 1Q 2020). Profit margin: 45% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • May 25BW Offshore Limited Declares Cash Dividend, Payable on or Around June 10, 2021BW Offshore Limited has declared a cash dividend of USD 0.035 per share. Shares will trade ex-dividend from and including June 1, 2021. Shareholders recorded in VPS following the close of trading on Oslo Børs on June 2, 2021 will be entitled to the distribution payable on or around June 10, 2021.Reported Earnings • Feb 21Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$886.3m (down 23% from FY 2019). Net loss: US$310.3m (down 476% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Feb 21Revenue beats expectationsRevenue exceeded analyst estimates by 3.8%. Over the next year, revenue is expected to shrink by 14% compared to a 4.9% decline forecast for the Energy Services industry in Germany.お知らせ • Feb 18BW Offshore Limited (OB:BWO) signed a share purchase agreement to acquire an unknown stake in Ideol SA from its founders and employees for €60 million.BW Offshore Limited (OB:BWO) signed a share purchase agreement to acquire an unknown stake in Ideol SA from its founders and employees for €60 million on February 16, 2021. Acquisition will happen via separate entity BW Ideol AS, with Ideol S.A. becoming a wholly owned subsidiary of the new entity. Ideol’s founders and employees will remain being the shareholders and transfer their holdings to BW Ideol. They will also continue to lead the company, backed by BW Offshore as a long-term industrial partner. The transaction is expected to complete in the fourth quarter of 2021.お知らせ • Feb 02+ 1 more updateBW Offshore Limited to Report Q4, 2020 Results on Feb 19, 2021BW Offshore Limited announced that they will report Q4, 2020 results on Feb 19, 2021Is New 90 Day High Low • Jan 06New 90-day high: €3.78The company is up 46% from its price of €2.58 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.47 per share.お知らせ • Jan 05BW Offshore Announces Contract Extension for Abo FPSOBW Offshore has signed an extension agreement for Abo FPSO with Nigerian Agip Exploration Ltd, a subsidiary of ENI S.p.A., until end fourth quarter of 2021, with options until second quarter of 2023.お知らせ • Dec 23+ 2 more updatesBW Offshore Limited to Report Q3, 2021 Results on Nov 23, 2021BW Offshore Limited announced that they will report Q3, 2021 results on Nov 23, 2021Is New 90 Day High Low • Dec 17New 90-day high: €3.47The company is up 33% from its price of €2.61 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.62 per share.Is New 90 Day High Low • Nov 26New 90-day high: €3.27The company is up 8.0% from its price of €3.04 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Energy Services industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.71 per share.Analyst Estimate Surprise Post Earnings • Nov 22Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is expected to shrink by 28% compared to a 9.1% decline forecast for the Energy Services industry in Germany.Is New 90 Day High Low • Oct 23New 90-day low: €2.19The company is down 28% from its price of €3.03 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.29 per share.Is New 90 Day High Low • Sep 25New 90-day low: €2.33The company is down 22% from its price of €2.99 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.81 per share.お知らせ • Sep 22BW Offshore Limited to Report Q2, 2020 Results on Aug 27, 2020BW Offshore Limited announced that they will report Q2, 2020 results at 7:30 AM, Central European Standard Time on Aug 27, 2020お知らせ • Jul 17BW Offshore Limited to Report Q3, 2020 Results on Nov 19, 2020BW Offshore Limited announced that they will report Q3, 2020 results at 5:31 AM, GMT Standard Time on Nov 19, 2020株主還元XY81DE Energy ServicesDE 市場7D-1.7%-1.1%0.7%1Y41.4%40.1%0.6%株主還元を見る業界別リターン: XY81過去 1 年間で40.1 % の収益を上げたGerman Energy Services業界を上回りました。リターン対市場: XY81過去 1 年間で0.6 % の収益を上げたGerman市場を上回りました。価格変動Is XY81's price volatile compared to industry and market?XY81 volatilityXY81 Average Weekly Movement4.2%Energy Services Industry Average Movement5.1%Market Average Movement5.4%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.8%安定した株価: XY81 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: XY81の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1982776Marco Beenenwww.bwoffshore.comBWオフショアは、アメリカ、ヨーロッパ、アフリカ、アジア、太平洋地域で海洋生産ソリューションのエンジニアリングに従事している。浮体式海洋石油・ガス生産貯蔵積出設備（FPSO）事業と浮体式洋上風力発電事業を展開。同社は石油・ガス産業向けにFPSOの建造、所有、運営を行っている。また、FPSO船や浮体式洋上風力発電プロジェクトのエンジニアリング、調達、建設、据付サービスも提供している。BWオフショアは1982年に設立され、バミューダのハミルトンに本社を置いている。もっと見るBW Offshore Limited 基礎のまとめBW Offshore の収益と売上を時価総額と比較するとどうか。XY81 基礎統計学時価総額€724.90m収益（TTM）€83.99m売上高(TTM)€425.03m8.6xPER（株価収益率1.7xP/SレシオXY81 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計XY81 損益計算書（TTM）収益US$486.30m売上原価US$182.20m売上総利益US$304.10mその他の費用US$208.00m収益US$96.10m直近の収益報告Mar 31, 2026次回決算日Aug 24, 2026一株当たり利益（EPS）0.53グロス・マージン62.53%純利益率19.76%有利子負債／自己資本比率13.5%XY81 の長期的なパフォーマンスは？過去の実績と比較を見る配当金7.2%現在の配当利回り39%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/16 02:37終値2026/07/16 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BW Offshore Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Chr. Frederik LundeCarnegie Investment Bank ABSondre StormyrDanske BankKristian AarliDNB Carnegie6 その他のアナリストを表示
お知らせ • Jun 15BW Offshore Completes Interim Performance Test for BW Opal FPSOBW Offshore has completed the Interim Performance Test (IPT) for the BW Opal FPSO, as part of the commissioning programme for the Santos-operated Barossa LNG project offshore northern Australia. The completion of IPT constitutes an important operational milestone for BW Opal. The test confirms that key production, processing and utility systems on the FPSO are operating in an integrated manner and are capable of delivering stable performance under production conditions. Following the restart of production in early May, BW Opal has continued gas production and export. Production is being managed in close coordination with Santos during this phase of the ramp-up and commissioning programme. BW Offshore remains focused on safe and stable operations, the completion of remaining commissioning activities, and progress toward Practical Completion. Practical Completion will mark the commencement of the long-term firm contract period for BW Opal.
Reported Earnings • May 21First quarter 2026 earnings released: EPS: US$0.13 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.13 (down from US$0.34 in 1Q 2025). Revenue: US$130.2m (down 15% from 1Q 2025). Net income: US$23.5m (down 62% from 1Q 2025). Profit margin: 18% (down from 40% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 20BW Offshore Limited Announces Cash Dividend for the First Quarter 2026, Payable on or About 1 June 2026BW Offshore Limited announced cash dividend of USD 0.0625 per share for the first quarter 2026. Date of approval: 14 May 2026; Last day inclusive: 20 May 2026; Ex-date: 21 May 2026; Record date: 22 May 2026. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 1 June 2026.
お知らせ • Feb 27Bw Offshore Limited Announces Dividend for the Fourth Quarter of 2025, Payable on March 13, 2026BW Offshore Limited announced dividend of USD 0.1830 per share for the fourth quarter of 2025, payable on March 13, 2026 with record date of March 5, 2026 and ex-date of March 4, 2026.
お知らせ • Nov 20BW Offshore Limited, Annual General Meeting, May 14, 2026BW Offshore Limited, Annual General Meeting, May 14, 2026.
お知らせ • Nov 19+ 3 more updatesBW Offshore Limited to Report Q1, 2026 Results on May 18, 2026BW Offshore Limited announced that they will report Q1, 2026 results on May 18, 2026
お知らせ • Jun 15BW Offshore Completes Interim Performance Test for BW Opal FPSOBW Offshore has completed the Interim Performance Test (IPT) for the BW Opal FPSO, as part of the commissioning programme for the Santos-operated Barossa LNG project offshore northern Australia. The completion of IPT constitutes an important operational milestone for BW Opal. The test confirms that key production, processing and utility systems on the FPSO are operating in an integrated manner and are capable of delivering stable performance under production conditions. Following the restart of production in early May, BW Opal has continued gas production and export. Production is being managed in close coordination with Santos during this phase of the ramp-up and commissioning programme. BW Offshore remains focused on safe and stable operations, the completion of remaining commissioning activities, and progress toward Practical Completion. Practical Completion will mark the commencement of the long-term firm contract period for BW Opal.
Reported Earnings • May 21First quarter 2026 earnings released: EPS: US$0.13 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.13 (down from US$0.34 in 1Q 2025). Revenue: US$130.2m (down 15% from 1Q 2025). Net income: US$23.5m (down 62% from 1Q 2025). Profit margin: 18% (down from 40% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 20BW Offshore Limited Announces Cash Dividend for the First Quarter 2026, Payable on or About 1 June 2026BW Offshore Limited announced cash dividend of USD 0.0625 per share for the first quarter 2026. Date of approval: 14 May 2026; Last day inclusive: 20 May 2026; Ex-date: 21 May 2026; Record date: 22 May 2026. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 1 June 2026.
お知らせ • Feb 27Bw Offshore Limited Announces Dividend for the Fourth Quarter of 2025, Payable on March 13, 2026BW Offshore Limited announced dividend of USD 0.1830 per share for the fourth quarter of 2025, payable on March 13, 2026 with record date of March 5, 2026 and ex-date of March 4, 2026.
お知らせ • Nov 20BW Offshore Limited, Annual General Meeting, May 14, 2026BW Offshore Limited, Annual General Meeting, May 14, 2026.
お知らせ • Nov 19+ 3 more updatesBW Offshore Limited to Report Q1, 2026 Results on May 18, 2026BW Offshore Limited announced that they will report Q1, 2026 results on May 18, 2026
お知らせ • Nov 16BW Offshore And BW Group Establish BW Elara Joint Venture For Floating Desalination Solutions Powered By BW Water TechnologyBW Offshore and BW Group have established a 50/50 joint venture entity (JV), BW Elara, to design and buildFloating Desalination Units (FDUs), producing fresh water from salt water to address growing global water constraints. The FDUs will combine BW Offshore's experience from developing over 40 floating production units with BW Water's 35-year desalination expertise to offer a rapidly deployable fresh water solution. BW Offshore will oversee the overall FDU project execution, including hull design and construction, and system integration, and will co-invest alongside a company affiliated with BW Group; and BW Water will design and build the desalination plant using its custom-engineered reverse osmosis systems. Access to fresh water is an emerging global challenge. While permanent infrastructure remains the typical long-term solution, there is a widening gap between immediate water requirements and availability in many areas. This challenge is particularly acute in mid-size municipal and industrial settings, where existing emergency water supply options such as containerised units are insufficient to meet demand, while large onshore desalination plants take too long to address urgent needs. Developed over the last two years on proven technology, the FDU concept offers a flexible and scalable solution to bridge that gap. A ready-built FDU can be deployed and fully operational within as little as three months from contract signing. The modular unit can supply 20 to 40 million litres of drinking water per day. It is ideal for urgent deployment in response to droughts, delays in land-based desalination projects and temporary industrial demand spikes. The JV sees clear market potential underpinning intention to develop and operate a multi-regional fleet over time.
お知らせ • Sep 22BW Offshore Announces First Gas Achieves on the BW Opal FPSOBW Offshore announced that the BW Opal FPSO has achieved First Gas on 20 September, after successfully reaching Ready for Start-Up (RFSU) for the Santos operated Barossa LNG project on 16 September, initiating 60% of the contractual dayrate under the charter. First Gas represents a critical juncture in the formal transition from project to operations phase and demonstrates BW Opal's readiness to deliver stable energy production. The next milestone, Interim Performance Test (IPT), will increase the payable dayrate to 85%. The final milestone, Practical Completion (PC), will conclude the delivery phase, trigger 100% of the dayrate, and mark the commencement of the 15-year firm contract period, securing long-term revenues for the Company under the charter agreement. The BW Opal FPSO, designed to process 850 million standard cubic feet per day (MMSCFD) of gas and capacity of 11,000 barrels per day of stabilised condensate, will operate in the Santos operated Barossa gas field, located285 kilometres offshore Darwin in the Northern Territory of Australia. The FPSO will play a central role in unlocking the resource potential of the Barossa field for years to come.
お知らせ • Aug 28BW Offshore Limited Declares Cash Dividend for the Second Quarter 2025, Payable on or About September 11, 2025BW Offshore Limited declared cash dividend of USD 0.0625 per share for the second quarter 2025. Date of approval: 28 August 2025. Ex-date: 2 September 2025; Record date: 3 September 2025. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 11 September 2025.
お知らせ • Jun 03BW Offshore Limited Declares Cash Dividend for the First Quarter 2025, Payable on or About 12 June 2025BW Offshore Limited declared cash dividend of USD 11 million equal to USD 0.0625 per share for the first quarter 2025. Date of approval: 28 May 2025. Ex-date: 4 June 2025; Record date: 5 June 2025. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 12 June 2025.
お知らせ • May 29BW Offshore Limited Appoints Nomination CommitteeBW Offshore Limited at the AGM May 28, 2025 appointed Ms. Alicia Yik as member of the nomination committee and Ms. Elaine Yew as Chair of the nomination committee.
お知らせ • Feb 28Bw Offshore Limited Declares Fourth Quarter Cash Dividend, Payable on or About 11 March 2025BW Offshore Limited declared fourth quarter cash dividend of USD 0.14 per share for year 2024. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 11 March 2025. Ex-date: 3 March 2025; Record date: 4 March 2025.
お知らせ • Dec 04BW Offshore Limited, Annual General Meeting, May 28, 2025BW Offshore Limited, Annual General Meeting, May 28, 2025.
お知らせ • Dec 03+ 3 more updatesBW Offshore Limited to Report Q3, 2025 Results on Nov 14, 2025BW Offshore Limited announced that they will report Q3, 2025 results on Nov 14, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: US$0.08 (vs US$0.17 in 3Q 2023)Third quarter 2024 results: EPS: US$0.08 (down from US$0.17 in 3Q 2023). Revenue: US$150.9m (down 3.5% from 3Q 2023). Net income: US$13.7m (down 54% from 3Q 2023). Profit margin: 9.1% (down from 19% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is expected to decline by 18% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 15BW Offshore Limited Declares Quarterly Cash Dividend, Payable on or Around November 27, 2024BW Offshore Limited declared a quarterly cash dividend of USD 0.0625 per share. The shares will trade ex-dividend from 19 November 2024. Shareholders recorded in VPS following the close of trading on Oslo Børs on 20 November 2024, will be entitled to the distribution payable on or around 27 November 2024.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €2.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Sep 04Second quarter 2024 earnings released: EPS: US$0.16 (vs US$0.066 in 2Q 2023)Second quarter 2024 results: EPS: US$0.16 (up from US$0.066 in 2Q 2023). Revenue: US$151.9m (down 8.5% from 2Q 2023). Net income: US$29.2m (up 143% from 2Q 2023). Profit margin: 19% (up from 7.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 3.0%. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Declared Dividend • Sep 02First quarter dividend of US$0.063 announcedShareholders will receive a dividend of US$0.063. Ex-date: 3rd September 2024 Payment date: 11th September 2024 Dividend yield will be 10.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 11% over the next year. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.
New Risk • May 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 10% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • May 26BW Offshore Limited Announces Dividend for First Quarter 2024, Payable on or About 5 June 2024BW Offshore Limited announced dividend of USD 0.0625 per share for First Quarter 2024. Date of approval of 23 May 2024 with Ex-date of 28 May 2024. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 5 June 2024. Record date of 29 May 2024.
お知らせ • May 24BW Offshore Limited Appoints Kees Van Seventer as Board MemberBW Offshore Limited at its AGM held on May 23, 2024 approved appointment of Mr. Kees van Seventer as a new board member. Kees van Seventer has more than 25 years’ experience in the infrastructure, new technologies, LNG and energy transition industries. Mr. van Seventer is currently a Managing Partner at KS7 Impact Ventures. He also serves as Chairman of the KitchenSmart Foundation and is a Board member of Sohar Industrial Port Company (Oman) on behalf of the Port of Rotterdam. Mr. van Seventer was a Strategic Committee member at Royal Vopak for 18 years, where he held senior executive roles. Prior to this, he held positions at Solveigh M&A and Corporate Development, as well as Royal Pakhoed. Mr. Van Seventer studied Technical Business Management (Rijswijk) and holds an MBA from Business School Nederland.
お知らせ • Apr 30Carl Krogh Arnet, Director Do Not Stand for Re-Election at BW Offshore LimitedMr. Carl Krogh Arnet, Director has informed BW Offshore Limited that he is not available for re-election, at its AGM to be held on 23 May 2024. He will hold office until the conclusion of the 2024 Annual General Meeting.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$0.56 (vs US$0.72 in FY 2022)Full year 2023 results: EPS: US$0.56 (down from US$0.72 in FY 2022). Revenue: US$659.2m (down 15% from FY 2022). Net income: US$100.4m (down 23% from FY 2022). Profit margin: 15% (down from 17% in FY 2022). Revenue is expected to decline by 24% p.a. on average during the next 2 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Dec 14BW Group (Offeror) agreed to acquire remaining 60% in BW Energy Limited (OB : BWE) for NOK 4.2 billion in a tender offer.BW Group (Offeror) agreed to acquire remaining 60% in BW Energy Limited (OB : BWE) for NOK 4.2 billion in a tender offer on December 13, 2023. Under the terms, NOK 27 per share will be paid in cash. Offer period: From and including December 14, 2023 to January 12, 2024. DNB Markets, a part of DNB Bank ASA is acting as financial advisor and receiving agent, and Advokatfirmaet Thommessen AS is acting as legal advisor, to the BW Group Limited.
お知らせ • Dec 08BW Sirocco Holdings AS (Offeror)completed the acquisition of 84.7 % stake in BW Ideol AS (OB : BWIDL).BW Sirocco Holdings AS (Offeror) made a recommended voluntary offer to acquire a 84.7 % stake in BW Ideol AS (OB : BWIDL) on November 9, 2023. Under the terms, eligible shareholders of BW Ideol will be offered a cash offer price of NOK 12 per Share and shares on 1:1 basis. The board of directors of BW Ideol (excluding its members having a conflict of interest with respect to the Offer) (the "Board") have unanimously resolved to recommend the shareholders of BW Ideol to accept the Offer. Transaction is subject to approval of regulatory board. The offer period is expected to commence on or about 14 November 14, 2023, following registration of the Offer Document with the Norwegian Register of Business Enterprises, and end on November 28, 2023. Following the completion of the Offer, the Offeror intends to carry out a compulsory acquisition to acquire the remaining Shares.Danske Bank, Norwegian Branch, is acting as financial advisor to the Offeror and receiving agent for the Offer. Advokatfirmaet Thommessen AS is acting as legal advisor to the Offeror. Carnegie AS is acting as financial advisor to the Board.BW Sirocco Holdings AS (Offeror)completed the acquisition of 84.7 % stake in BW Ideol AS (OB : BWIDL) on December 7, 2023. The Offeror intends to exercise its right of compulsory acquisition. The Offeror hereby announces that Offer has been completed, and that the settlement of the Offer has been made in accordance Settlement of the Cash Consideration) and Settlement of the Consideration Shares. Following the Settlement, and as of today, the Offeror holds in total 30,000,561 Shares, representing 95.21% of the Shares in BW Ideol. As on December 8, 2023, BW Sirocco Holdings AS announces exercise of the right of compulsory acquisition of the remaining shares in BW Ideol AS.
お知らせ • Dec 05+ 4 more updatesBW Offshore Limited to Report Q1, 2024 Results on May 24, 2024BW Offshore Limited announced that they will report Q1, 2024 results on May 24, 2024
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: US$0.17 (vs US$0.17 in 3Q 2022)Third quarter 2023 results: EPS: US$0.17 (in line with 3Q 2022). Revenue: US$156.4m (down 11% from 3Q 2022). Net income: US$30.0m (flat on 3Q 2022). Profit margin: 19% (up from 17% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Nov 17BW Offshore Limited Declares Cash Dividend, Payable on or About November 28, 2023BW Offshore Limited declared cash dividend of USD 0.035 per share. Date of approval is 15 November 2023. Ex-date is 20 November 2023. Record date is 21 November 2023. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 28 November 2023.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: US$0.067 (vs US$0.07 in 2Q 2022)Second quarter 2023 results: EPS: US$0.067 (down from US$0.07 in 2Q 2022). Revenue: US$166.1m (down 14% from 2Q 2022). Net income: US$12.0m (down 4.8% from 2Q 2022). Profit margin: 7.2% (up from 6.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Aug 28BW Offshore Limited Declares Cash Dividend for Second Quarter of 2023, Payable on or About 7 September 2023BW Offshore Limited declared cash dividend for second quarter of 2023 of USD 0.035 per share. Date of approval is 25 August 2023. Ex-date is 30 August 2023. Record date is 31 August 2023. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 7 September 2023.
New Risk • Jul 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.08% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.08% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Director Rebekka Herlofsen was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 25First quarter 2023 earnings released: EPS: US$0.10 (vs US$0.26 in 1Q 2022)First quarter 2023 results: EPS: US$0.10 (down from US$0.26 in 1Q 2022). Revenue: US$166.3m (down 14% from 1Q 2022). Net income: US$18.5m (down 61% from 1Q 2022). Profit margin: 11% (down from 24% in 1Q 2022). Revenue is expected to decline by 7.5% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • May 25BW Offshore Limited Announces Cash Dividend for First Quarter 2023, Payable on or About 6 June 2023BW Offshore Limited announced Cash dividend amount: USD 0.035 per share for first quarter 2023 and USD 5 million of BW Energy Limited shares as in-kind distribution. Date of approval: 23 May 2023, Last day inclusive is 25 May 2023, Ex-date is 26 May 2023 Record date is 30 May 2023. Dividend payment date and delivery of Dividend Shares to shareholders: On or about 6 June 2023.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$0.72 (vs US$0.35 in FY 2021)Full year 2022 results: EPS: US$0.72 (up from US$0.35 in FY 2021). Revenue: US$774.1m (down 6.7% from FY 2021). Net income: US$129.7m (up 107% from FY 2021). Profit margin: 17% (up from 7.5% in FY 2021). The increase in margin was driven by lower expenses. Revenue is expected to decline by 27% p.a. on average during the next 2 years, while revenues in the Energy Services industry in Europe are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Dec 30+ 4 more updatesBW Offshore Limited to Report Q1, 2023 Results on May 24, 2023BW Offshore Limited announced that they will report Q1, 2023 results on May 24, 2023
お知らせ • Nov 22BW Offshore Limited Updates on the Gato Do Mato ProjectBW Offshore has been advised by Shell Brasil Petróleo Ltda that final investment decision on the Gato do Mato oil and gas field development offshore Brazil will not be made within the next 12 to 24 months. The Company expects to receive formal notification terminating the limited notice to proceed in due course. BW Offshore will be reimbursed for costs incurred in line with the agreed terms of the LNTP.
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: US$0.17 (vs US$0.035 in 3Q 2021)Third quarter 2022 results: EPS: US$0.17 (up from US$0.035 in 3Q 2021). Revenue: US$176.5m (down 12% from 3Q 2021). Net income: US$29.9m (up 375% from 3Q 2021). Profit margin: 17% (up from 3.2% in 3Q 2021). Revenue is expected to decline by 20% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Nov 18BW Offshore Limited Declares Cash Dividend, Payable on or About 30 November 2022The Board of Directors of BW Offshore Limited has declared a cash dividend of USD 0.035 per share. Shares will trade ex-dividend from 22 November 2022. Shareholders recorded in VPS following the close of trading on Oslo Børs on 23 November 2022 will be entitled to the distribution payable on or about 30 November 2022.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.12, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 9x in the Energy Services industry in Europe. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.32 per share.
Reported Earnings • Aug 31Second quarter 2022 earnings released: EPS: US$0.07 (vs US$0.029 in 2Q 2021)Second quarter 2022 results: EPS: US$0.07 (up from US$0.029 in 2Q 2021). Revenue: US$192.8m (down 7.2% from 2Q 2021). Net income: US$12.6m (up 142% from 2Q 2021). Profit margin: 6.5% (up from 2.5% in 2Q 2021). Over the next year, revenue is expected to shrink by 21% compared to a 13% growth forecast for the Energy Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Aug 29BW Offshore Limited Declares Cash Dividend, Payable on or About 8 September 2022The Board of Directors of BW Offshore Limited has declared a cash dividend of USD 0.035 per share and USD 5 million of BW Energy Limited shares as in-kind distribution. Shares will trade ex-dividend from 31 August 2022. Shareholders recorded in VPS following the close of trading on Oslo Børs on 1 September 2022 will be entitled to the distribution payable on or about 8 September 2022.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €2.78, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.20 per share.
Recent Insider Transactions • Jun 07Director recently sold €814k worth of stockOn the 3rd of June, Carl Arnet sold around 237k shares on-market at roughly €3.44 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.
Upcoming Dividend • Jun 01Upcoming dividend of US$0.035 per shareEligible shareholders must have bought the stock before 08 June 2022. Payment date: 17 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (3.4%).
Reported Earnings • May 29First quarter 2022 earnings released: EPS: US$0.26 (vs US$0.54 in 1Q 2021)First quarter 2022 results: EPS: US$0.26 (down from US$0.54 in 1Q 2021). Revenue: US$193.6m (down 12% from 1Q 2021). Net income: US$47.0m (down 52% from 1Q 2021). Profit margin: 24% (down from 45% in 1Q 2021). Over the next year, revenue is expected to shrink by 22% compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • May 28BW Offshore Limited Announces Dividend, Payable on June 17, 2022BW Offshore Limited announced the dividend of USD 0.35 per share, payable on June 17, 2022. Ex-date is 8 June 2022 and record date is 9 June 2022. Date of approval is 26 May 2022.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €2.46, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 11x in the Energy Services industry in Europe. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.17 per share.
Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.35 (up from US$1.77 loss in FY 2020). Revenue: US$829.3m (down 6.4% from FY 2020). Net income: US$62.6m (up US$382.5m from FY 2020). Profit margin: 7.5% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 6.7%. Over the next year, revenue is expected to shrink by 18% compared to a 22% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 28Bw Offshore Limited Declares Cash Dividend, Payable on March 17 2022BW Offshore Limited announced that the Board of Directors has declared a cash dividend of USD 0.035 per share. Shares will trade ex-dividend from and including 8 March 2022. Shareholders recorded in VPS following the close of trading on Oslo Børs on 9 March 2022 will be entitled to the distribution payable on or around 17 March 2022.
お知らせ • Feb 19BW Offshore Limited to Report Q4, 2021 Results on Feb 28, 2022BW Offshore Limited announced that they will report Q4, 2021 results at 7:30 AM, Central European Standard Time on Feb 28, 2022
お知らせ • Feb 15BW Offshore Limited Announces Impairment for Fourth Quarter of 2021BW Offshore Limited announced impairment for fourth quarter of 2021. For the quarter, the company has decided to record an impairment to the book value of the FPSOs BW Athena, Espoir Ivoirien, Sendje Berge, PetrÃleo Nautipa and Umuroa amounting to USD 66.6 million in the fourth quarter of 2021. In addition, the company will record an impairment of USD 23.8 million related to the previously announced sale of Joko Tole and associated loss from the transaction.
Reported Earnings • Nov 26Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: US$0.035 (down from US$0.074 in 3Q 2020). Revenue: US$199.6m (up 2.3% from 3Q 2020). Net income: US$6.30m (down 53% from 3Q 2020). Profit margin: 3.2% (down from 6.8% in 3Q 2020). Revenue exceeded analyst estimates by 25%. Over the next year, revenue is expected to shrink by 18% compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Energy Services industry in Europe. Total loss to shareholders of 54% over the past three years.
Recent Insider Transactions • Sep 26Director recently sold €1.2m worth of stockOn the 23rd of September, Carl Arnet sold around 500k shares on-market at roughly €2.49 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.4m more than they bought in the last 12 months.
お知らせ • Sep 25BW Offshore: Regulatory Approval for Barossa FPSO Equity Joint Venture PartnershipBW Offshore announced that the regulatory approval has now been granted for the Joint Venture Partnership consisting of BW Offshore Limited, ICMK Offshore Investment Pte Ltd. and Macquarie Bank Limited. The partnership will contribute to the equity financing of the FPSO for the Barossa gas field offshore Australia. The Barossa FPSO will be financed by a 14-year combined construction and long- term debt facility of USD 1.150 billion and USD 240 million from the equity joint venture, as well as approximately USD 1 billion in pre- payments by Santos and the Barossa Upstream Joint Venture Partners during the construction period.
Reported Earnings • Aug 25Second quarter 2021 earnings released: EPS US$0.048 (vs US$0.17 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$207.8m (down 1.5% from 2Q 2020). Net income: US$8.50m (down 71% from 2Q 2020). Profit margin: 4.1% (down from 14% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Jun 08Chief Commercial Officer recently sold €190k worth of stockOn the 4th of June, Rune Bjorbekk sold around 51k shares on-market at roughly €3.72 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • May 27First quarter 2021 earnings released: EPS US$0.54 (vs US$1.69 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$218.9m (down 15% from 1Q 2020). Net income: US$97.5m (up US$410.1m from 1Q 2020). Profit margin: 45% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • May 25BW Offshore Limited Declares Cash Dividend, Payable on or Around June 10, 2021BW Offshore Limited has declared a cash dividend of USD 0.035 per share. Shares will trade ex-dividend from and including June 1, 2021. Shareholders recorded in VPS following the close of trading on Oslo Børs on June 2, 2021 will be entitled to the distribution payable on or around June 10, 2021.
Reported Earnings • Feb 21Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$886.3m (down 23% from FY 2019). Net loss: US$310.3m (down 476% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Feb 21Revenue beats expectationsRevenue exceeded analyst estimates by 3.8%. Over the next year, revenue is expected to shrink by 14% compared to a 4.9% decline forecast for the Energy Services industry in Germany.
お知らせ • Feb 18BW Offshore Limited (OB:BWO) signed a share purchase agreement to acquire an unknown stake in Ideol SA from its founders and employees for €60 million.BW Offshore Limited (OB:BWO) signed a share purchase agreement to acquire an unknown stake in Ideol SA from its founders and employees for €60 million on February 16, 2021. Acquisition will happen via separate entity BW Ideol AS, with Ideol S.A. becoming a wholly owned subsidiary of the new entity. Ideol’s founders and employees will remain being the shareholders and transfer their holdings to BW Ideol. They will also continue to lead the company, backed by BW Offshore as a long-term industrial partner. The transaction is expected to complete in the fourth quarter of 2021.
お知らせ • Feb 02+ 1 more updateBW Offshore Limited to Report Q4, 2020 Results on Feb 19, 2021BW Offshore Limited announced that they will report Q4, 2020 results on Feb 19, 2021
Is New 90 Day High Low • Jan 06New 90-day high: €3.78The company is up 46% from its price of €2.58 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.47 per share.
お知らせ • Jan 05BW Offshore Announces Contract Extension for Abo FPSOBW Offshore has signed an extension agreement for Abo FPSO with Nigerian Agip Exploration Ltd, a subsidiary of ENI S.p.A., until end fourth quarter of 2021, with options until second quarter of 2023.
お知らせ • Dec 23+ 2 more updatesBW Offshore Limited to Report Q3, 2021 Results on Nov 23, 2021BW Offshore Limited announced that they will report Q3, 2021 results on Nov 23, 2021
Is New 90 Day High Low • Dec 17New 90-day high: €3.47The company is up 33% from its price of €2.61 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.62 per share.
Is New 90 Day High Low • Nov 26New 90-day high: €3.27The company is up 8.0% from its price of €3.04 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Energy Services industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.71 per share.
Analyst Estimate Surprise Post Earnings • Nov 22Revenue misses expectationsRevenue missed analyst estimates by 3.6%. Over the next year, revenue is expected to shrink by 28% compared to a 9.1% decline forecast for the Energy Services industry in Germany.
Is New 90 Day High Low • Oct 23New 90-day low: €2.19The company is down 28% from its price of €3.03 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.29 per share.
Is New 90 Day High Low • Sep 25New 90-day low: €2.33The company is down 22% from its price of €2.99 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.81 per share.
お知らせ • Sep 22BW Offshore Limited to Report Q2, 2020 Results on Aug 27, 2020BW Offshore Limited announced that they will report Q2, 2020 results at 7:30 AM, Central European Standard Time on Aug 27, 2020
お知らせ • Jul 17BW Offshore Limited to Report Q3, 2020 Results on Nov 19, 2020BW Offshore Limited announced that they will report Q3, 2020 results at 5:31 AM, GMT Standard Time on Nov 19, 2020
