View Future GrowthBristow Group 過去の業績過去 基準チェック /26Bristow Groupは、平均年間64.8%の収益成長を遂げていますが、 Energy Services業界の収益は、年間 成長しています。収益は、平均年間43.7% 6.6%収益成長率で 成長しています。 Bristow Groupの自己資本利益率は10.9%であり、純利益率は7.5%です。主要情報64.79%収益成長率62.82%EPS成長率Energy Services 業界の成長23.71%収益成長率6.64%株主資本利益率10.87%ネット・マージン7.51%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.45 (down from US$0.95 in 1Q 2025). Revenue: US$388.7m (up 11% from 1Q 2025). Net income: US$13.1m (down 52% from 1Q 2025). Profit margin: 3.4% (down from 7.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29Bristow Group Inc. to Report Q1, 2026 Results on May 05, 2026Bristow Group Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.47 (up from US$3.32 in FY 2024). Revenue: US$1.49b (up 5.3% from FY 2024). Net income: US$129.1m (up 36% from FY 2024). Profit margin: 8.7% (up from 6.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 18Bristow Group Inc. to Report Q4, 2025 Results on Feb 25, 2026Bristow Group Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.79 (up from US$0.99 in 3Q 2024). Revenue: US$386.3m (up 8.4% from 3Q 2024). Net income: US$51.5m (up 83% from 3Q 2024). Profit margin: 13% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 115%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 29Bristow Group Inc. to Report Q3, 2025 Results on Nov 04, 2025Bristow Group Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025すべての更新を表示Recent updatesお知らせ • 4hBristow Group Inc. (NYSE:VTOL) completed the acquisition of Berry Aviation, Inc. from Acorn Growth Companies, LLC.Bristow Group Inc. (NYSE:VTOL) entered into a definitive agreement to acquire Berry Aviation, Inc. from Acorn Growth Companies, LLC for approximately $110 million on June 23, 2026. A cash consideration of $105 million will be paid by Bristow Group Inc. As part of consideration, $105 million is paid towards common equity of Berry Aviation, Inc. Bristow intends to fund the transaction with cash on hand. In a separate initiative, Bristow is pursuing the sale of its Norway Offshore Energy Services business. For the period ending December 31, 2025, Berry Aviation, Inc. reported total revenue of $108 million and EBITDA as of $12 million. Berry Aviation's team will join Bristow. Bristow expects Berry Aviation's leadership team to remain in their roles post-closing. In addition, Bristow intends to maintain a strong presence at Berry Aviation's existing facilities across its operational footprint. The transaction is subject to customary purchase price adjustments, in an all-cash transaction. The acquisition is expected to close in the third quarter of 2026, subject to the satisfaction of certain customary closing conditions. Solomon Partners Securities, LLC and Pareto Securities AS acted as financial advisor for Bristow Group Inc. Samantha Crispin, Carina Antweil, Nic O'Brien, Jonathan Goldstein, Jon Lobb, Cynthia Washington, Liz Singleton, Paul Luther, Ted Posner, Ron Aizen, Jeremy Gott of Baker Botts L.L.P. acted as legal advisor for Bristow Group Inc. Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor to Bristow. Simonsen Vogt Wiig is serving as legal advisor to Bristow, in connection with the planned sale of its Norway Offshore Energy Services business. Bristow Group Inc. (NYSE:VTOL) completed the acquisition of Berry Aviation, Inc. from Acorn Growth Companies, LLC on July 14, 2026. KippsDeSanto & Co. acted as exclusive financial advisor and McAfee & Taft served as legal counsel to Acorn Growth Companies, LLC.ライブニュース • 16hBristow Group Acquires Berry Aviation in $105 Million Deal Expanding Government ServicesBristow Group has completed a US$105 million all-cash acquisition of Berry Aviation from Acorn Capital Management, adding a business that generated about US$108 million in 2025 revenue, roughly 72% of which came from government services. The deal brings Bristow deeper into special-mission, government aviation and unmanned aircraft operations, and adds Berry’s maintenance, repair and overhaul, cargo and unmanned aircraft systems activities to Bristow’s existing portfolio. Bristow Group shares trade at US$43.35, with the stock up 16.1% year to date. This acquisition gives Bristow Group a larger footprint in government-backed aviation work and unmanned systems, which may change the company’s revenue mix and risk profile, particularly its exposure to government contract cycles and integration execution.Seeking Alpha • Jul 03Bristow Group: Flying Into My Portfolio As I Open A PositionSummary Bristow Group is rated a Buy, driven by robust margins, reliable long-term contracts, and a differentiated business model versus traditional aviation. VTOL’s revenue is anchored by offshore energy (67%) and government services, with 65–85% of revenues secured through fixed monthly charges and long-term agreements. The Berry Aviation acquisition adds $18 million in annual EBITDA, enhancing government segment capabilities and accelerating growth opportunities. VTOL trades at a 10x forward P/E, 25% below the sector, with strong cash flows, an improving balance sheet, and immediate integration benefits from Berry. Read the full article on Seeking Alphaナラティブ更新 • Jul 02VTOL: Government Services Expansion Through Berry Acquisition Will Support A More Durable Earnings MixBristow Group's analyst price target has been revised from $45 to $56, with analysts citing updated fair value, discount rate, revenue growth, profit margin, and future P/E assumptions to support the new view. What’s in the News for Bristow Group Bristow Group agreed to acquire Berry Aviation from Acorn Capital Management for US$105 million in an all cash deal.ライブニュース • Jun 24Bristow Group Agrees to Acquire Berry Aviation for $105 Million and Exit Norway BusinessBristow Group has agreed to acquire Berry Aviation from Acorn Capital Management for $105 million in cash, with closing targeted for the third quarter of 2026, and is also planning to exit its Norway Offshore Energy Services business. Management expects Berry Aviation’s government and special mission contracts, supported by a fleet of more than 20 aircraft serving U.S. defense and government clients, to broaden Bristow Group’s Government Services platform and shift its revenue mix toward what the company views as more durable government and defense work. Bristow Group shares trade at $42.63, with the stock up 14.2% year to date. This combination of a government-focused acquisition and a country-level exit marks a clear reset of Bristow Group’s business mix. It puts more weight on contract-driven government services and less on offshore energy exposure, and it introduces execution risk around integration and the Norway wind-down.お知らせ • Jun 24Bristow Group Inc. (NYSE:VTOL) entered into a definitive agreement to acquire Berry Aviation, Inc. from Acorn Growth Capital Fund IV, L.P. managed by Acorn Growth Companies, LLC for approximately $110 million.Bristow Group Inc. (NYSE:VTOL) entered into a definitive agreement to acquire Berry Aviation, Inc. from Acorn Growth Capital Fund IV, L.P. managed by Acorn Growth Companies, LLC for approximately $110 million on June 23, 2026. A cash consideration of $105 million will be paid by Bristow Group Inc. As part of consideration, $105 million is paid towards common equity of Berry Aviation, Inc. Bristow intends to fund the transaction with cash on hand. In a separate initiative, Bristow is pursuing the sale of its Norway Offshore Energy Services business. For the period ending December 31, 2025, Berry Aviation, Inc. reported total revenue of $108 million and EBITDA as of $12 million. Berry Aviation's team will join Bristow. Bristow expects Berry Aviation's leadership team to remain in their roles post-closing. In addition, Bristow intends to maintain a strong presence at Berry Aviation's existing facilities across its operational footprint. The transaction is subject to customary purchase price adjustments, in an all-cash transaction. The acquisition is expected to close in the third quarter of 2026, subject to the satisfaction of certain customary closing conditions. Solomon Partners Securities, LLC and Pareto Securities AS acted as financial advisor for Bristow Group Inc. Baker Botts L.L.P. acted as legal advisor for Bristow Group Inc. Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor to Bristow. Simonsen Vogt Wiig is serving as legal advisor to Bristow, in connection with the planned sale of its Norway Offshore Energy Services business.ナラティブ更新 • Jun 18VTOL: 2026 Government Contracts Will Drive Turnaround And Earnings Quality ShiftAnalysts have maintained their $62 price target for Bristow Group, citing only minor adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a change in their overall view of the stock. What’s in the News for Bristow Group Bristow Group highlighted in recent coverage for its shift toward long-duration government contracts, including 10 year search and rescue agreements in the U.K. and Ireland expected to begin in 2026, with commentary focusing on revenue visibility and cash flow characteristics over the coming decade.ライブニュース • Jun 08Bristow Group Eyes Earnings Growth With Long-Term Contracts and Advanced Air Mobility InitiativesBristow Group expects earnings growth tied to the ramp-up of long-term government search and rescue contracts in Ireland and the UK, which are scheduled to be fully operational by late 2026. These multi-year contracts are described as offering high revenue visibility and relatively stable cash flows over the next decade. The company has introduced a dividend and share repurchase program while also highlighting opportunities in offshore energy services and Advanced Air Mobility. The key takeaway is that Bristow is leaning on contracted government work for predictable cash flows, while keeping upside potential from offshore energy and Advanced Air Mobility opportunities. Investors may want to watch how margin pressures from supply chain issues and higher operating costs evolve, since these can affect how much of that expected cash flow actually reaches the bottom line and supports shareholder returns.ナラティブ更新 • Jun 01VTOL: 2026 Government And Offshore Expansion Will Support Turnaround And Earnings Quality ShiftAnalysts now set Bristow Group's fair value price target at $62.00, up from the prior estimate of $60.67, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Bristow Group reported first quarter revenue that exceeded Wall Street expectations, supported by activity in the Government Services segment and higher rates in Offshore Energy Services markets.ナラティブ更新 • May 15VTOL: 2026 Multi Mission Expansion Will Drive Turnaround And Earnings Quality ShiftAnalysts have lifted Bristow Group's average price target, with recent moves such as a raise to $56 and a new $60 target reflecting expectations for a financial turnaround around 2026 and improving earnings quality into 2027 as the company expands its role in multi mission aviation services. Analyst Commentary Bullish Takeaways Bullish analysts point to 2026 as a potential turning point, tying higher price targets to expectations that Bristow clears key capital hurdles and improves its financial profile.Upcoming Dividend • May 11Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 3.2% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.8%).お知らせ • May 07Bristow Group Inc. Affirms Earnings Guidance for the Year 2026Bristow Group Inc. affirmed earnings guidance for the year 2026. For the year 2026, the company expects total revenues of USD 1,580 million to USD 1,690 million.Reported Earnings • May 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.45 (down from US$0.95 in 1Q 2025). Revenue: US$388.7m (up 11% from 1Q 2025). Net income: US$13.1m (down 52% from 1Q 2025). Profit margin: 3.4% (down from 7.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • May 03Bristow Group Inc. Declares Quarterly Cash Dividend, Payable on May 29, 2026Bristow Group Inc. declared a cash dividend of $0.125 per share of common stock. The quarterly cash dividend announced today is payable on May 29, 2026, to shareholders of record at the close of business on May 15, 2026.お知らせ • Apr 29Bristow Group Inc. to Report Q1, 2026 Results on May 05, 2026Bristow Group Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026ナラティブ更新 • Apr 26VTOL: 2026 Multi Mission Expansion Will Underpin Earnings Quality InflectionNarrative Update: Bristow Group Price Target Shift Analysts have lifted their price target range for Bristow Group to as high as $60, up from $45 to $56 previously, citing expectations that clearing capital hurdles and an expanded multi mission aviation role could improve earnings quality into 2026 and 2027. Analyst Commentary Recent research points to a constructive view on Bristow Group, with analysts focusing on its potential earnings profile and role in multi mission aviation services as key drivers behind higher price targets in the US$56 to US$60 range.お知らせ • Apr 21+ 1 more updateBristow Group Inc., Annual General Meeting, Jun 03, 2026Bristow Group Inc., Annual General Meeting, Jun 03, 2026.ナラティブ更新 • Apr 07VTOL: 2026 Multi Mission Inflection And Offshore Upswing Will Support Earnings QualityNarrative Update on Bristow Group The Street's view on Bristow Group has shifted higher, with analyst price targets clustering in the mid to high $50s as analysts point to a potential financial inflection in 2026 and improving earnings quality into 2027. The updated model assumptions keep fair value steady at about $60.67, while reflecting a slightly lower discount rate and marginally adjusted future P/E expectations.ナラティブ更新 • Mar 24VTOL: 2026 Offshore Upswing And Multi Mission Expansion Will Lift Earnings QualityAnalysts have lifted their Bristow Group price targets, with one moving from $45 to $56 and another initiating at $60. They point to expectations around a potential financial inflection in 2026 and improving earnings quality into 2027.ナラティブ更新 • Mar 10VTOL: Offshore Energy Upswing And Multi Mission Shift Will Drive Earnings QualityAnalysts have lifted their blended price target on Bristow Group from about $55 to roughly $60.67, citing expectations for improved margins, earnings quality and a stronger multi mission aviation services profile into 2026 and 2027. Analyst Commentary Bullish analysts are framing the recent price target moves around a thesis that Bristow can improve earnings quality and returns as its multi mission aviation portfolio matures into 2026 and 2027.Recent Insider Transactions Derivative • Mar 09Senior VP & CFO exercised options and sold US$260k worth of stockOn the 2nd of March, Jennifer Whalen exercised 12k options at a strike price of around US$24.54 and sold these shares for an average price of US$46.86 per share. This trade did not impact their existing holding. Since March 2025, Jennifer's direct individual holding has increased from 58.30k shares to 107.59k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Mar 06Price target increased by 10% to US$60.67Up from US$55.00, the current price target is an average from 3 analysts. New target price is 36% above last closing price of US$44.60. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$5.02 for next year compared to US$4.47 last year.Recent Insider Transactions • Mar 06President recently sold US$3.2m worth of stockOn the 27th of February, Christopher Bradshaw sold around 68k shares on-market at roughly US$47.51 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by US$5.8m.Recent Insider Transactions Derivative • Mar 01Insider notifies of intention to sell stockStuart Stavley intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of February. If the sale is conducted around the recent share price of US$47.02, it would amount to US$1.2m. Since March 2025, Stuart's direct individual holding has increased from 38.45k shares to 50.10k. Company insiders have collectively sold US$7.1m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.47 (up from US$3.32 in FY 2024). Revenue: US$1.49b (up 5.3% from FY 2024). Net income: US$129.1m (up 36% from FY 2024). Profit margin: 8.7% (up from 6.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 26+ 1 more updateBristow Group Inc. Affirms Earnings Guidance for the Year 2026Bristow Group Inc. affirmed earnings guidance for the year 2026. For the year 2026, the company expects total revenues of USD 1,580 million to USD 1,690 million.お知らせ • Feb 24Bristow Group Inc. Appoints Anne Rappold as Chief Legal Officer and Corporate Secretary, Effective from February 23, 2026Bristow Group Inc. announced that Anne Rappold has been named Chief Legal Officer and Corporate Secretary, effective February 23, 2026. Rappold has served as Acting Chief Legal Officer since August 2025, leading the Company's global Legal and Government Affairs functions. She will continue to oversee the Company's legal, compliance, and government affairs activities and work closely with the rest of the executive leadership team in support of Bristow's strategic priorities. Rappold joined Bristow in June 2023 as Deputy General Counsel, Americas and Global Risk Management. She previously served as Vice President, Government Affairs, Risk & Compliance at Freeport LNG and practiced insurance defense law in New Orleans, Louisiana earlier in her career.ナラティブ更新 • Feb 22VTOL: Offshore Energy Upswing And Air Mobility Plans Will Drive Next PhaseBristow Group's analyst price target has shifted from $52.50 to $55.00 as analysts factor in updated assumptions around future P/E, margin expectations, and offshore energy demand supporting their longer term earnings quality view into 2027. Analyst Commentary Recent research highlights a mix of optimism around Bristow Group's earnings quality and the backdrop for offshore energy activity, while also pointing to execution and cycle timing risks that investors should keep in mind.お知らせ • Feb 18Bristow Group Inc. to Report Q4, 2025 Results on Feb 25, 2026Bristow Group Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026新しいナラティブ • Feb 08Offshore Contract Transitions And Aircraft Constraints Will Shape A Fairly Valued FutureCatalysts About Bristow Group Bristow Group provides helicopter and vertical flight services to offshore energy producers and government agencies, including search and rescue contracts. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Feb 07VTOL: Bullish Coverage And Air Taxi Rollout Will Shape Next Upside PhaseAnalysts have modestly adjusted their outlook on Bristow Group, keeping fair value at $52.50 while fine tuning assumptions around the discount rate, revenue growth, profit margin, and future P/E in light of the recent bullish initiation from JonesResearch and similar Street views. Analyst Commentary Bullish Takeaways Bullish analysts view the recent initiation and surrounding Street sentiment as support for the current fair value of $52.50.新しいナラティブ • Jan 24Offshore Helicopter Supply Tightness And Government Contracts Will Support Strong Long Term UpsideCatalysts About Bristow Group Bristow Group provides helicopter and fixed wing aviation services to offshore energy producers and government search and rescue contracts across multiple regions. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Jan 24VTOL: Future Air Taxi Routes Will Define Next Phase Of Upside PotentialAnalysts have raised their price target on Bristow Group from US$47.50 to US$52.50. They cited updated assumptions for discount rates, revenue growth, profit margins and future P/E following recent bullish research coverage.Price Target Changed • Jan 23Price target increased by 12% to US$52.50Up from US$47.00, the current price target is an average from 2 analysts. New target price is 20% above last closing price of US$43.75. Stock is up 24% over the past year. The company is forecast to post earnings per share of US$4.68 for next year compared to US$3.32 last year.分析記事 • Jan 06The Return Trends At Bristow Group (NYSE:VTOL) Look PromisingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Dec 10Vertical Aerospace to Launch Electric Air Taxi Network with Skyports Infrastructure and Bristow GroupVertical Aerospace announced plans with Skyports Infrastructure (Skyports) and Bristow Group, to launch the UK's first electric air-taxi routes between Canary Wharf and major transport hubs. Proposed routes to and from Canary Wharf at launch would include Heathrow, Gatwick, Cambridge and Oxford. By combining Vertical's category-leading aircraft, Skyports' London Heliport, B Leicester Vertiport and future UK airport network, and Bristow's global operational expertise and UK Air Operator Certificates (AOCs), this partnership brings together the full ecosystem needed for real, scalable eVTOL services. The first phase, planned from First Quarter 2029, will focus on the UK's highest-value mobility corridors. The proposed routes, operated by Bristow, would dramatically cut journey times compared with traditional ground travel - for example, cutting a typical Canary Wharf-to-Heathrow transfer from 60-90 minutes on the ground to 12 minutes in the air.Recent Insider Transactions Derivative • Nov 16Independent Chairman notifies of intention to sell stockG. Mickelson intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of November. If the sale is conducted around the recent share price of US$38.10, it would amount to US$381k. Since June 2025, Mickelson has owned 60.77k shares directly. Company insiders have collectively sold US$6.7m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Nov 14Independent Director recently sold US$233k worth of stockOn the 11th of November, Robert Manzo sold around 6k shares on-market at roughly US$38.75 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.4m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 06Insider exercised options and sold US$539k worth of stockOn the 31st of October, Alan Corbett exercised 20k options at a strike price of around US$14.01 and sold these shares for an average price of US$40.70 per share. This trade did not impact their existing holding. Since March 2025, Alan's direct individual holding has increased from 58.60k shares to 65.54k. Company insiders have collectively sold US$6.5m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.79 (up from US$0.99 in 3Q 2024). Revenue: US$386.3m (up 8.4% from 3Q 2024). Net income: US$51.5m (up 83% from 3Q 2024). Profit margin: 13% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 115%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05Bristow Group Inc. Updates Earnings Guidance for the Fiscal Year 2025 and 2026Bristow Group Inc. updated earnings guidance for the fiscal year 2025 and 2026. For the year 2025, the company expected total revenues of USD 1,455 million to USD 1,525 million. For the year 2026, the company expected total revenues of USD 1,580 million to USD 1,690 million.お知らせ • Oct 29Bristow Group Inc. to Report Q3, 2025 Results on Nov 04, 2025Bristow Group Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025分析記事 • Oct 16Not Many Are Piling Into Bristow Group Inc. (NYSE:VTOL) Just YetWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...お知らせ • Aug 23Bristow Group Inc. Announces Executive ChangesOn August 21, 2025, Bristow Group Inc. announced the departure of Elizabeth Matthews, Senior Vice President, General Counsel, Head of Government Affairs, and Corporate Secretary, effective immediately. Ms. Matthews’ departure from the Company was not a result of any disagreement with the Company or its Board of Directors or any matter relating to the Company’s financials, operations, policies, or practices. As part of an organizational restructuring, the Company has determined to restructure the position of Senior Vice President, General Counsel and Head of Government Affairs. The responsibilities previously associated with the role will be allocated among other members of the Company’s legal team and Executive Leadership Team. Anne Rappold will take on the role of Corporate Secretary. Ms. Matthews will be entitled to severance benefits in connection with the departure in accordance with the terms of the Company’s plans and policies applicable to executive officers.Recent Insider Transactions Derivative • Aug 13President exercised options and sold US$1.8m worth of stockOn the 7th of August, Christopher Bradshaw exercised 83k options at a strike price of around US$15.76 and sold these shares for an average price of US$37.18 per share. This trade did not impact their existing holding. For the year to March 2020, Christopher's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Christopher's direct individual holding has decreased from 259.19k shares to 232.55k. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.New Risk • Aug 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$971k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Significant insider selling over the past 3 months (US$971k sold).Recent Insider Transactions • Aug 10Independent Director recently sold US$371k worth of stockOn the 7th of August, Robert Manzo sold around 10k shares on-market at roughly US$37.11 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 09Insider notifies of intention to sell stockStuart Stavley intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$37.10, it would amount to US$371k. Since March 2025, Stuart's direct individual holding has increased from 38.45k shares to 45.13k. Company insiders have collectively sold US$411k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.15 (vs US$0.99 in 2Q 2024)Second quarter 2025 results: EPS: US$0.15 (down from US$0.99 in 2Q 2024). Revenue: US$25.9m (down 93% from 2Q 2024). Net income: US$4.39m (down 84% from 2Q 2024). Profit margin: 17% (up from 8.0% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06Bristow Group Inc. Updates Earnings Guidance for the Year 2025 and 2026Bristow Group Inc. updates earnings guidance for the year 2025 and 2026. For the year 2025, the company expected total revenues of USD 1,460 million to USD 1,560 million. For the year 2026, the company expected total revenues of USD 1,620 million to USD 1,740 million.お知らせ • Jul 30Bristow Group Inc. to Report Q2, 2025 Results on Aug 05, 2025Bristow Group Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025お知らせ • Jun 30+ 1 more updateBristow Group Inc.(NYSE:VTOL) dropped from Russell 2000 Value-Defensive IndexBristow Group Inc.(NYSE:VTOL) dropped from Russell 2000 Value-Defensive Index分析記事 • Jun 11Here's Why We Think Bristow Group (NYSE:VTOL) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Major Estimate Revision • May 18Consensus EPS estimates increase by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$2.94 to US$3.48. Revenue forecast unchanged at US$1.53b. Net income forecast to shrink 10% next year vs 5.4% growth forecast for Energy Services industry in the US . Consensus price target of US$48.50 unchanged from last update. Share price was steady at US$30.00 over the past week.分析記事 • May 15Bristow Group's (NYSE:VTOL) Solid Earnings Are Supported By Other Strong FactorsEven though Bristow Group Inc.'s ( NYSE:VTOL ) recent earnings release was robust, the market didn't seem to notice. We...Reported Earnings • May 07First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$0.95 (up from US$0.23 in 1Q 2024). Revenue: US$350.5m (up 6.4% from 1Q 2024). Net income: US$27.4m (up 314% from 1Q 2024). Profit margin: 7.8% (up from 2.0% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Apr 30Bristow Group Inc. to Report Q1, 2025 Results on May 06, 2025Bristow Group Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025お知らせ • Apr 22Bristow Group Inc., Annual General Meeting, Jun 04, 2025Bristow Group Inc., Annual General Meeting, Jun 04, 2025.分析記事 • Apr 08Bristow Group (NYSE:VTOL) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$26.89, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Energy Services industry in the US. Total loss to shareholders of 20% over the past three years.Seeking Alpha • Mar 30Bristow Group: Recent Weakness Provides Buying Opportunity (Rating Upgrade)Summary Leading helicopter services provider Bristow Group reported better-than-expected fourth quarter and full-year 2024 results. Results benefited from the persistent outperformance of the company's core Offshore Energy Services segment. With SAR capex requirements largely behind the company, focus is turning to debt reduction and shareholder capital returns. Following recent share price weakness, the company is trading at a bargain valuation of just 3.7x the estimated 2026 EV/adjusted EBITDA. With my model now based on 2026 estimates, I am raising my price target from $43.50 to $53.00 and upgrading the company's stock from "buy" to "strong buy". Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$32.29, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Energy Services industry in the US. Total loss to shareholders of 17% over the past three years.Seeking Alpha • Feb 28Bristow Group: Undervalued, Profitable, And Ready For TakeoffSummary Bristow Group is undervalued despite strong cash flow, limited helicopter supply, and growing offshore and government contracts, suggesting long-term growth potential. Q4 2024 saw earnings per share of $1.51, beating expectations, with revenue climbing by $118 million due to higher utilization rates and price increases. The company plans to reduce gross debt to $500 million by 2026, introduce a quarterly dividend, and initiate a $125 million share buyback program. Despite short-term revenue misses and transition costs, Bristow's strong cash flow and strategic growth opportunities justify a “Buy” rating for VTOL stock. Read the full article on Seeking Alphaお知らせ • Feb 28Bristow Group Inc. Announces Initial Quarterly Dividend Payment from First Quarter of 2026Bristow Group Inc. announced that it is committed to return capital to shareholders via a new quarterly dividend program intended to commence in first quarter of 2026 with an initial dividend payment of $0.125 per share, or $0.50 per share annualized.Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$4.28 loss per share (further deteriorated from US$0.24 loss in FY 2023). Revenue: US$1.42b (up 12% from FY 2023). Net loss: US$122.0m (loss widened US$115.3m from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.お知らせ • Feb 27+ 1 more updateBristow Group Inc. Affirms Earnings Guidance for the Year 2025 and 2026Bristow Group Inc. affirmed earnings guidance for the year 2025 and 2026. For the year 2025, the company expects total revenues of USD 1,420 million to USD 1,615 million. For the year 2026, the company expects total revenues of USD 1,525 million to USD 1,775 million.お知らせ • Feb 19Bristow Group Inc. to Report Q4, 2024 Results on Feb 26, 2025Bristow Group Inc. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025分析記事 • Dec 18A Piece Of The Puzzle Missing From Bristow Group Inc.'s (NYSE:VTOL) Share PriceIt's not a stretch to say that Bristow Group Inc.'s ( NYSE:VTOL ) price-to-sales (or "P/S") ratio of 0.7x right now...Seeking Alpha • Nov 26Bristow Group: Shareholder Capital Returns Coming Into Sight, BuySummary Leading helicopter services provider Bristow Group reported mixed Q3/2024 results, with profitability impacted by temporarily higher operating expenses and revenues falling slightly short of expectations. On the flip side, cash flow from operating activities reached new multi-year highs and management raised full-year expectations for a second consecutive quarter. With the majority of growth capex soon behind the company, I would expect Bristow to start returning capital to the shareholder in the second half of next year. While I would expect lower near-term offshore drilling activity to be a headwind for the company going into 2025, persistent scarcity of offshore helicopters should continue to support charter rates. Consequently, I am reiterating my "Buy" rating on the stock. Read the full article on Seeking Alpha分析記事 • Nov 08Bristow Group Inc. (NYSE:VTOL) Released Earnings Last Week And Analysts Lifted Their Price Target To US$48.50Shareholders of Bristow Group Inc. ( NYSE:VTOL ) will be pleased this week, given that the stock price is up 15% to...分析記事 • Nov 07Bristow Group (NYSE:VTOL) Use Of Debt Could Be Considered RiskyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$0.99 (vs US$0.15 in 3Q 2023)Third quarter 2024 results: EPS: US$0.99 (up from US$0.15 in 3Q 2023). Revenue: US$365.1m (up 11% from 3Q 2023). Net income: US$28.2m (up US$23.9m from 3Q 2023). Profit margin: 7.7% (up from 1.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 06Bristow Group Inc. Provides Earnings Guidance for the Calendar Years 2024, 2025 and 2026Bristow Group Inc. provided earnings guidance for the calendar years 2024, 2025 and 2026. For the year 2024, the company expects total operating revenues of USD 1,355 million to USD 1,410 million. For the year 2025, the company expects total operating revenues of USD 1,440 million to USD 1,615 million. For the year 2026, the company expects total operating revenues of USD 1,525 million to USD 1,775 million.お知らせ • Oct 29Bristow Group Inc. to Report Q3, 2024 Results on Nov 05, 2024Bristow Group Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024新しいナラティブ • Sep 15Expanding SAR Contracts And Offshore Services Propel Financial Growth And Stability Strategic investments in new SAR contracts and optimization of the Americas OES portfolio are poised to significantly improve long-term cash flow and revenue.分析記事 • Sep 01Bristow Group Inc.'s (NYSE:VTOL) Share Price Matching Investor OpinionWith a price-to-earnings (or "P/E") ratio of 36.6x Bristow Group Inc. ( NYSE:VTOL ) may be sending very bearish signals...Seeking Alpha • Aug 14Bristow Group: Buy On Strong Q2 Results And Raised OutlookSummary Leading helicopter services provider Bristow Group reported strong Q2/2024 results, with both top- and bottom line results outperforming expectations. With the core offshore energy services segment expected to further improve profitability, the company raised its outlook for both 2024 and 2025. On the conference call, management hinted to the possibility of shareholder capital returns in the form of buybacks and/or dividends starting in the second half of 2025. Reiterating "Buy" rating while raising price target from $35 to $45. Read the full article on Seeking AlphaMajor Estimate Revision • Aug 14Consensus EPS estimates increase by 70%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$1.22 to US$2.06. Revenue forecast steady at US$1.42b. Net income forecast to grow 129% next year vs 17% growth forecast for Energy Services industry in the US. Consensus price target up from US$42.00 to US$48.50. Share price rose 9.5% to US$37.00 over the past week.分析記事 • Aug 10Bristow Group Inc. Just Beat EPS By 140%: Here's What Analysts Think Will Happen NextShareholders of Bristow Group Inc. ( NYSE:VTOL ) will be pleased this week, given that the stock price is up 11% to...分析記事 • Aug 09If EPS Growth Is Important To You, Bristow Group (NYSE:VTOL) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.99 (up from US$0.058 loss in 2Q 2023). Revenue: US$359.7m (up 16% from 2Q 2023). Net income: US$28.2m (up US$29.8m from 2Q 2023). Profit margin: 7.8% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 140%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 07Bristow Group Inc. Provides Earnings Guidance for the Calendar Years 2024, 2025 and 2026Bristow Group Inc. provided earnings guidance for the calendar years 2024, 2025 and 2026. For the year 2024, the company expects total operating revenues of USD 1,355 million to USD 1,415 million. For the year 2025, the company expects total operating revenues of USD 1,440 million to USD 1,615 million. For the year 2026, the company expects total operating revenues of USD 1,525 million to USD 1,775 million.New Risk • Aug 06New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$117k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (0.1% net profit margin). Significant insider selling over the past 3 months (US$117k sold).お知らせ • Jul 30Bristow Group Inc. to Report Q2, 2024 Results on Aug 06, 2024Bristow Group Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Recent Insider Transactions Derivative • Jun 16Insider notifies of intention to sell stockDavid Stepanek intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of June. If the sale is conducted around the recent share price of US$32.92, it would amount to US$549k. Since March 2024, David's direct individual holding has increased from 7.47k shares to 17.70k. Company insiders have collectively sold US$666k more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Jun 10Bristow Group Will Move Sideways Before Transition Yields Results (Rating Downgrade)Summary VTOL has stable revenues from long-term government services contracts related to search and rescue. The company's transition to a fully integrated solution will improve its operating margin. The stock is currently reasonably valued compared to its peers, leading to a "hold" rating. Read the full article on Seeking Alpha分析記事 • Jun 05Bristow Group Inc.'s (NYSE:VTOL) Intrinsic Value Is Potentially 78% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Bristow Group fair value estimate is US$59.54 Bristow Group's...Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Shefali Shah was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • May 13Price target increased by 7.7% to US$42.00Up from US$39.00, the current price target is an average from 2 analysts. New target price is 22% above last closing price of US$34.55. Stock is up 53% over the past year. The company is forecast to post earnings per share of US$1.31 next year compared to a net loss per share of US$0.24 last year.分析記事 • May 10Market Participants Recognise Bristow Group Inc.'s (NYSE:VTOL) Revenues Pushing Shares 27% HigherThe Bristow Group Inc. ( NYSE:VTOL ) share price has done very well over the last month, posting an excellent gain of...Reported Earnings • May 08First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$0.23 (up from US$0.054 loss in 1Q 2023). Revenue: US$337.1m (up 15% from 1Q 2023). Net income: US$6.61m (up US$8.13m from 1Q 2023). Profit margin: 2.0% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • May 08Bristow Group Inc. Affirms Earnings Guidance for the Year 2024 and Provides Earnings Guidance for the Year 2025 and 2026Bristow Group Inc. affirmed Earnings guidance for the year 2024 and provided Earnings guidance for the year 2025 and 2026. For the year 2024, the company expects total operating revenues of $1,290 million to $1,465 million.For the year 2025, the company expects total operating revenues of $1,390 million to $1,615 million.For the year 2026, the company expects total operating revenues of $1,525 million to $1,775 million.お知らせ • Apr 28Bristow Group Inc. to Report Q1, 2024 Results on May 07, 2024Bristow Group Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024分析記事 • Apr 27Bristow Group (NYSE:VTOL) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Apr 23Bristow Group Inc., Annual General Meeting, Jun 05, 2024Bristow Group Inc., Annual General Meeting, Jun 05, 2024, at 08:00 Central Standard Time. Agenda: To elect nine directors to serve until the 2025 Annual Meeting of Stockholders; to approve, on an advisory basis, named executive officer compensation; to consider and vote upon a proposed amendment to the Company's 2021 Equity Incentive Plan; and to ratify the appointment of KPMG LLP as the Company's independent auditors for 2024.Recent Insider Transactions • Mar 22Insider recently sold US$236k worth of stockOn the 19th of March, David Stepanek sold around 9k shares on-market at roughly US$26.13 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$798k more than they bought in the last 12 months.収支内訳Bristow Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:VTOL 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 261,529115200031 Dec 251,491129199030 Sep 251,467142197030 Jun 251,446119197031 Mar 251,429116198031 Dec 241,41595198030 Sep 241,42555218030 Jun 241,39031214031 Mar 241,3421208031 Dec 231,297-7205030 Sep 231,239-6178030 Jun 231,2086173031 Mar 231,19112167031 Dec 221,1989176030 Sep 221,15416161030 Jun 221,1452159031 Mar 221,139-16157031 Dec 211,145-54155030 Sep 211,160-111151030 Jun 211,166-142152031 Mar 211,13977149031 Dec 201,132385148030 Sep 201,127-225153030 Jun 201,136-349153031 Mar 201,191-723155031 Dec 191,225-1,064188030 Sep 191,246-483179030 Jun 191,275-474178031 Mar 191,308-337186031 Dec 181,329-361155030 Sep 181,359-284165030 Jun 181,383-171175031 Mar 181,373-195174031 Dec 171,367-173171030 Sep 171,346-186174030 Jun 171,331-185173031 Mar 171,335-170183031 Dec 161,399-119186030 Sep 161,470-94195030 Jun 161,546-111199031 Mar 161,630-74211031 Dec 151,673-32225030 Sep 151,708-362420質の高い収益: VTOLは 高品質の収益 を持っています。利益率の向上: VTOLの現在の純利益率 (7.5%)は、昨年(8.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: VTOL過去 5 年間で収益を上げており、収益は年間64.8%増加しています。成長の加速: VTOLは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: VTOLは過去 1 年間で収益成長率がマイナス ( -0.6% ) となったため、 Energy Services業界平均 ( -26.6% ) と比較することが困難です。株主資本利益率高いROE: VTOLの 自己資本利益率 ( 10.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YEnergy 、過去の業績が好調な企業。View Financial Health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2026/07/15 22:43終値2026/07/15 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Bristow Group Inc. 3 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。13 アナリスト機関James WestBarclaysJoshua SullivanBenchmark CompanyJoseph GibneyCapital One Securities, Inc.10 その他のアナリストを表示
Reported Earnings • May 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.45 (down from US$0.95 in 1Q 2025). Revenue: US$388.7m (up 11% from 1Q 2025). Net income: US$13.1m (down 52% from 1Q 2025). Profit margin: 3.4% (down from 7.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29Bristow Group Inc. to Report Q1, 2026 Results on May 05, 2026Bristow Group Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.47 (up from US$3.32 in FY 2024). Revenue: US$1.49b (up 5.3% from FY 2024). Net income: US$129.1m (up 36% from FY 2024). Profit margin: 8.7% (up from 6.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 18Bristow Group Inc. to Report Q4, 2025 Results on Feb 25, 2026Bristow Group Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.79 (up from US$0.99 in 3Q 2024). Revenue: US$386.3m (up 8.4% from 3Q 2024). Net income: US$51.5m (up 83% from 3Q 2024). Profit margin: 13% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 115%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 29Bristow Group Inc. to Report Q3, 2025 Results on Nov 04, 2025Bristow Group Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025
お知らせ • 4hBristow Group Inc. (NYSE:VTOL) completed the acquisition of Berry Aviation, Inc. from Acorn Growth Companies, LLC.Bristow Group Inc. (NYSE:VTOL) entered into a definitive agreement to acquire Berry Aviation, Inc. from Acorn Growth Companies, LLC for approximately $110 million on June 23, 2026. A cash consideration of $105 million will be paid by Bristow Group Inc. As part of consideration, $105 million is paid towards common equity of Berry Aviation, Inc. Bristow intends to fund the transaction with cash on hand. In a separate initiative, Bristow is pursuing the sale of its Norway Offshore Energy Services business. For the period ending December 31, 2025, Berry Aviation, Inc. reported total revenue of $108 million and EBITDA as of $12 million. Berry Aviation's team will join Bristow. Bristow expects Berry Aviation's leadership team to remain in their roles post-closing. In addition, Bristow intends to maintain a strong presence at Berry Aviation's existing facilities across its operational footprint. The transaction is subject to customary purchase price adjustments, in an all-cash transaction. The acquisition is expected to close in the third quarter of 2026, subject to the satisfaction of certain customary closing conditions. Solomon Partners Securities, LLC and Pareto Securities AS acted as financial advisor for Bristow Group Inc. Samantha Crispin, Carina Antweil, Nic O'Brien, Jonathan Goldstein, Jon Lobb, Cynthia Washington, Liz Singleton, Paul Luther, Ted Posner, Ron Aizen, Jeremy Gott of Baker Botts L.L.P. acted as legal advisor for Bristow Group Inc. Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor to Bristow. Simonsen Vogt Wiig is serving as legal advisor to Bristow, in connection with the planned sale of its Norway Offshore Energy Services business. Bristow Group Inc. (NYSE:VTOL) completed the acquisition of Berry Aviation, Inc. from Acorn Growth Companies, LLC on July 14, 2026. KippsDeSanto & Co. acted as exclusive financial advisor and McAfee & Taft served as legal counsel to Acorn Growth Companies, LLC.
ライブニュース • 16hBristow Group Acquires Berry Aviation in $105 Million Deal Expanding Government ServicesBristow Group has completed a US$105 million all-cash acquisition of Berry Aviation from Acorn Capital Management, adding a business that generated about US$108 million in 2025 revenue, roughly 72% of which came from government services. The deal brings Bristow deeper into special-mission, government aviation and unmanned aircraft operations, and adds Berry’s maintenance, repair and overhaul, cargo and unmanned aircraft systems activities to Bristow’s existing portfolio. Bristow Group shares trade at US$43.35, with the stock up 16.1% year to date. This acquisition gives Bristow Group a larger footprint in government-backed aviation work and unmanned systems, which may change the company’s revenue mix and risk profile, particularly its exposure to government contract cycles and integration execution.
Seeking Alpha • Jul 03Bristow Group: Flying Into My Portfolio As I Open A PositionSummary Bristow Group is rated a Buy, driven by robust margins, reliable long-term contracts, and a differentiated business model versus traditional aviation. VTOL’s revenue is anchored by offshore energy (67%) and government services, with 65–85% of revenues secured through fixed monthly charges and long-term agreements. The Berry Aviation acquisition adds $18 million in annual EBITDA, enhancing government segment capabilities and accelerating growth opportunities. VTOL trades at a 10x forward P/E, 25% below the sector, with strong cash flows, an improving balance sheet, and immediate integration benefits from Berry. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 02VTOL: Government Services Expansion Through Berry Acquisition Will Support A More Durable Earnings MixBristow Group's analyst price target has been revised from $45 to $56, with analysts citing updated fair value, discount rate, revenue growth, profit margin, and future P/E assumptions to support the new view. What’s in the News for Bristow Group Bristow Group agreed to acquire Berry Aviation from Acorn Capital Management for US$105 million in an all cash deal.
ライブニュース • Jun 24Bristow Group Agrees to Acquire Berry Aviation for $105 Million and Exit Norway BusinessBristow Group has agreed to acquire Berry Aviation from Acorn Capital Management for $105 million in cash, with closing targeted for the third quarter of 2026, and is also planning to exit its Norway Offshore Energy Services business. Management expects Berry Aviation’s government and special mission contracts, supported by a fleet of more than 20 aircraft serving U.S. defense and government clients, to broaden Bristow Group’s Government Services platform and shift its revenue mix toward what the company views as more durable government and defense work. Bristow Group shares trade at $42.63, with the stock up 14.2% year to date. This combination of a government-focused acquisition and a country-level exit marks a clear reset of Bristow Group’s business mix. It puts more weight on contract-driven government services and less on offshore energy exposure, and it introduces execution risk around integration and the Norway wind-down.
お知らせ • Jun 24Bristow Group Inc. (NYSE:VTOL) entered into a definitive agreement to acquire Berry Aviation, Inc. from Acorn Growth Capital Fund IV, L.P. managed by Acorn Growth Companies, LLC for approximately $110 million.Bristow Group Inc. (NYSE:VTOL) entered into a definitive agreement to acquire Berry Aviation, Inc. from Acorn Growth Capital Fund IV, L.P. managed by Acorn Growth Companies, LLC for approximately $110 million on June 23, 2026. A cash consideration of $105 million will be paid by Bristow Group Inc. As part of consideration, $105 million is paid towards common equity of Berry Aviation, Inc. Bristow intends to fund the transaction with cash on hand. In a separate initiative, Bristow is pursuing the sale of its Norway Offshore Energy Services business. For the period ending December 31, 2025, Berry Aviation, Inc. reported total revenue of $108 million and EBITDA as of $12 million. Berry Aviation's team will join Bristow. Bristow expects Berry Aviation's leadership team to remain in their roles post-closing. In addition, Bristow intends to maintain a strong presence at Berry Aviation's existing facilities across its operational footprint. The transaction is subject to customary purchase price adjustments, in an all-cash transaction. The acquisition is expected to close in the third quarter of 2026, subject to the satisfaction of certain customary closing conditions. Solomon Partners Securities, LLC and Pareto Securities AS acted as financial advisor for Bristow Group Inc. Baker Botts L.L.P. acted as legal advisor for Bristow Group Inc. Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor to Bristow. Simonsen Vogt Wiig is serving as legal advisor to Bristow, in connection with the planned sale of its Norway Offshore Energy Services business.
ナラティブ更新 • Jun 18VTOL: 2026 Government Contracts Will Drive Turnaround And Earnings Quality ShiftAnalysts have maintained their $62 price target for Bristow Group, citing only minor adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a change in their overall view of the stock. What’s in the News for Bristow Group Bristow Group highlighted in recent coverage for its shift toward long-duration government contracts, including 10 year search and rescue agreements in the U.K. and Ireland expected to begin in 2026, with commentary focusing on revenue visibility and cash flow characteristics over the coming decade.
ライブニュース • Jun 08Bristow Group Eyes Earnings Growth With Long-Term Contracts and Advanced Air Mobility InitiativesBristow Group expects earnings growth tied to the ramp-up of long-term government search and rescue contracts in Ireland and the UK, which are scheduled to be fully operational by late 2026. These multi-year contracts are described as offering high revenue visibility and relatively stable cash flows over the next decade. The company has introduced a dividend and share repurchase program while also highlighting opportunities in offshore energy services and Advanced Air Mobility. The key takeaway is that Bristow is leaning on contracted government work for predictable cash flows, while keeping upside potential from offshore energy and Advanced Air Mobility opportunities. Investors may want to watch how margin pressures from supply chain issues and higher operating costs evolve, since these can affect how much of that expected cash flow actually reaches the bottom line and supports shareholder returns.
ナラティブ更新 • Jun 01VTOL: 2026 Government And Offshore Expansion Will Support Turnaround And Earnings Quality ShiftAnalysts now set Bristow Group's fair value price target at $62.00, up from the prior estimate of $60.67, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Bristow Group reported first quarter revenue that exceeded Wall Street expectations, supported by activity in the Government Services segment and higher rates in Offshore Energy Services markets.
ナラティブ更新 • May 15VTOL: 2026 Multi Mission Expansion Will Drive Turnaround And Earnings Quality ShiftAnalysts have lifted Bristow Group's average price target, with recent moves such as a raise to $56 and a new $60 target reflecting expectations for a financial turnaround around 2026 and improving earnings quality into 2027 as the company expands its role in multi mission aviation services. Analyst Commentary Bullish Takeaways Bullish analysts point to 2026 as a potential turning point, tying higher price targets to expectations that Bristow clears key capital hurdles and improves its financial profile.
Upcoming Dividend • May 11Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 3.2% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.8%).
お知らせ • May 07Bristow Group Inc. Affirms Earnings Guidance for the Year 2026Bristow Group Inc. affirmed earnings guidance for the year 2026. For the year 2026, the company expects total revenues of USD 1,580 million to USD 1,690 million.
Reported Earnings • May 07First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.45 (down from US$0.95 in 1Q 2025). Revenue: US$388.7m (up 11% from 1Q 2025). Net income: US$13.1m (down 52% from 1Q 2025). Profit margin: 3.4% (down from 7.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • May 03Bristow Group Inc. Declares Quarterly Cash Dividend, Payable on May 29, 2026Bristow Group Inc. declared a cash dividend of $0.125 per share of common stock. The quarterly cash dividend announced today is payable on May 29, 2026, to shareholders of record at the close of business on May 15, 2026.
お知らせ • Apr 29Bristow Group Inc. to Report Q1, 2026 Results on May 05, 2026Bristow Group Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
ナラティブ更新 • Apr 26VTOL: 2026 Multi Mission Expansion Will Underpin Earnings Quality InflectionNarrative Update: Bristow Group Price Target Shift Analysts have lifted their price target range for Bristow Group to as high as $60, up from $45 to $56 previously, citing expectations that clearing capital hurdles and an expanded multi mission aviation role could improve earnings quality into 2026 and 2027. Analyst Commentary Recent research points to a constructive view on Bristow Group, with analysts focusing on its potential earnings profile and role in multi mission aviation services as key drivers behind higher price targets in the US$56 to US$60 range.
お知らせ • Apr 21+ 1 more updateBristow Group Inc., Annual General Meeting, Jun 03, 2026Bristow Group Inc., Annual General Meeting, Jun 03, 2026.
ナラティブ更新 • Apr 07VTOL: 2026 Multi Mission Inflection And Offshore Upswing Will Support Earnings QualityNarrative Update on Bristow Group The Street's view on Bristow Group has shifted higher, with analyst price targets clustering in the mid to high $50s as analysts point to a potential financial inflection in 2026 and improving earnings quality into 2027. The updated model assumptions keep fair value steady at about $60.67, while reflecting a slightly lower discount rate and marginally adjusted future P/E expectations.
ナラティブ更新 • Mar 24VTOL: 2026 Offshore Upswing And Multi Mission Expansion Will Lift Earnings QualityAnalysts have lifted their Bristow Group price targets, with one moving from $45 to $56 and another initiating at $60. They point to expectations around a potential financial inflection in 2026 and improving earnings quality into 2027.
ナラティブ更新 • Mar 10VTOL: Offshore Energy Upswing And Multi Mission Shift Will Drive Earnings QualityAnalysts have lifted their blended price target on Bristow Group from about $55 to roughly $60.67, citing expectations for improved margins, earnings quality and a stronger multi mission aviation services profile into 2026 and 2027. Analyst Commentary Bullish analysts are framing the recent price target moves around a thesis that Bristow can improve earnings quality and returns as its multi mission aviation portfolio matures into 2026 and 2027.
Recent Insider Transactions Derivative • Mar 09Senior VP & CFO exercised options and sold US$260k worth of stockOn the 2nd of March, Jennifer Whalen exercised 12k options at a strike price of around US$24.54 and sold these shares for an average price of US$46.86 per share. This trade did not impact their existing holding. Since March 2025, Jennifer's direct individual holding has increased from 58.30k shares to 107.59k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Mar 06Price target increased by 10% to US$60.67Up from US$55.00, the current price target is an average from 3 analysts. New target price is 36% above last closing price of US$44.60. Stock is up 37% over the past year. The company is forecast to post earnings per share of US$5.02 for next year compared to US$4.47 last year.
Recent Insider Transactions • Mar 06President recently sold US$3.2m worth of stockOn the 27th of February, Christopher Bradshaw sold around 68k shares on-market at roughly US$47.51 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by US$5.8m.
Recent Insider Transactions Derivative • Mar 01Insider notifies of intention to sell stockStuart Stavley intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of February. If the sale is conducted around the recent share price of US$47.02, it would amount to US$1.2m. Since March 2025, Stuart's direct individual holding has increased from 38.45k shares to 50.10k. Company insiders have collectively sold US$7.1m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$4.47 (up from US$3.32 in FY 2024). Revenue: US$1.49b (up 5.3% from FY 2024). Net income: US$129.1m (up 36% from FY 2024). Profit margin: 8.7% (up from 6.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 26+ 1 more updateBristow Group Inc. Affirms Earnings Guidance for the Year 2026Bristow Group Inc. affirmed earnings guidance for the year 2026. For the year 2026, the company expects total revenues of USD 1,580 million to USD 1,690 million.
お知らせ • Feb 24Bristow Group Inc. Appoints Anne Rappold as Chief Legal Officer and Corporate Secretary, Effective from February 23, 2026Bristow Group Inc. announced that Anne Rappold has been named Chief Legal Officer and Corporate Secretary, effective February 23, 2026. Rappold has served as Acting Chief Legal Officer since August 2025, leading the Company's global Legal and Government Affairs functions. She will continue to oversee the Company's legal, compliance, and government affairs activities and work closely with the rest of the executive leadership team in support of Bristow's strategic priorities. Rappold joined Bristow in June 2023 as Deputy General Counsel, Americas and Global Risk Management. She previously served as Vice President, Government Affairs, Risk & Compliance at Freeport LNG and practiced insurance defense law in New Orleans, Louisiana earlier in her career.
ナラティブ更新 • Feb 22VTOL: Offshore Energy Upswing And Air Mobility Plans Will Drive Next PhaseBristow Group's analyst price target has shifted from $52.50 to $55.00 as analysts factor in updated assumptions around future P/E, margin expectations, and offshore energy demand supporting their longer term earnings quality view into 2027. Analyst Commentary Recent research highlights a mix of optimism around Bristow Group's earnings quality and the backdrop for offshore energy activity, while also pointing to execution and cycle timing risks that investors should keep in mind.
お知らせ • Feb 18Bristow Group Inc. to Report Q4, 2025 Results on Feb 25, 2026Bristow Group Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
新しいナラティブ • Feb 08Offshore Contract Transitions And Aircraft Constraints Will Shape A Fairly Valued FutureCatalysts About Bristow Group Bristow Group provides helicopter and vertical flight services to offshore energy producers and government agencies, including search and rescue contracts. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Feb 07VTOL: Bullish Coverage And Air Taxi Rollout Will Shape Next Upside PhaseAnalysts have modestly adjusted their outlook on Bristow Group, keeping fair value at $52.50 while fine tuning assumptions around the discount rate, revenue growth, profit margin, and future P/E in light of the recent bullish initiation from JonesResearch and similar Street views. Analyst Commentary Bullish Takeaways Bullish analysts view the recent initiation and surrounding Street sentiment as support for the current fair value of $52.50.
新しいナラティブ • Jan 24Offshore Helicopter Supply Tightness And Government Contracts Will Support Strong Long Term UpsideCatalysts About Bristow Group Bristow Group provides helicopter and fixed wing aviation services to offshore energy producers and government search and rescue contracts across multiple regions. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Jan 24VTOL: Future Air Taxi Routes Will Define Next Phase Of Upside PotentialAnalysts have raised their price target on Bristow Group from US$47.50 to US$52.50. They cited updated assumptions for discount rates, revenue growth, profit margins and future P/E following recent bullish research coverage.
Price Target Changed • Jan 23Price target increased by 12% to US$52.50Up from US$47.00, the current price target is an average from 2 analysts. New target price is 20% above last closing price of US$43.75. Stock is up 24% over the past year. The company is forecast to post earnings per share of US$4.68 for next year compared to US$3.32 last year.
分析記事 • Jan 06The Return Trends At Bristow Group (NYSE:VTOL) Look PromisingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Dec 10Vertical Aerospace to Launch Electric Air Taxi Network with Skyports Infrastructure and Bristow GroupVertical Aerospace announced plans with Skyports Infrastructure (Skyports) and Bristow Group, to launch the UK's first electric air-taxi routes between Canary Wharf and major transport hubs. Proposed routes to and from Canary Wharf at launch would include Heathrow, Gatwick, Cambridge and Oxford. By combining Vertical's category-leading aircraft, Skyports' London Heliport, B Leicester Vertiport and future UK airport network, and Bristow's global operational expertise and UK Air Operator Certificates (AOCs), this partnership brings together the full ecosystem needed for real, scalable eVTOL services. The first phase, planned from First Quarter 2029, will focus on the UK's highest-value mobility corridors. The proposed routes, operated by Bristow, would dramatically cut journey times compared with traditional ground travel - for example, cutting a typical Canary Wharf-to-Heathrow transfer from 60-90 minutes on the ground to 12 minutes in the air.
Recent Insider Transactions Derivative • Nov 16Independent Chairman notifies of intention to sell stockG. Mickelson intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of November. If the sale is conducted around the recent share price of US$38.10, it would amount to US$381k. Since June 2025, Mickelson has owned 60.77k shares directly. Company insiders have collectively sold US$6.7m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Nov 14Independent Director recently sold US$233k worth of stockOn the 11th of November, Robert Manzo sold around 6k shares on-market at roughly US$38.75 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.4m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 06Insider exercised options and sold US$539k worth of stockOn the 31st of October, Alan Corbett exercised 20k options at a strike price of around US$14.01 and sold these shares for an average price of US$40.70 per share. This trade did not impact their existing holding. Since March 2025, Alan's direct individual holding has increased from 58.60k shares to 65.54k. Company insiders have collectively sold US$6.5m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.79 (up from US$0.99 in 3Q 2024). Revenue: US$386.3m (up 8.4% from 3Q 2024). Net income: US$51.5m (up 83% from 3Q 2024). Profit margin: 13% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 115%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05Bristow Group Inc. Updates Earnings Guidance for the Fiscal Year 2025 and 2026Bristow Group Inc. updated earnings guidance for the fiscal year 2025 and 2026. For the year 2025, the company expected total revenues of USD 1,455 million to USD 1,525 million. For the year 2026, the company expected total revenues of USD 1,580 million to USD 1,690 million.
お知らせ • Oct 29Bristow Group Inc. to Report Q3, 2025 Results on Nov 04, 2025Bristow Group Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025
分析記事 • Oct 16Not Many Are Piling Into Bristow Group Inc. (NYSE:VTOL) Just YetWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
お知らせ • Aug 23Bristow Group Inc. Announces Executive ChangesOn August 21, 2025, Bristow Group Inc. announced the departure of Elizabeth Matthews, Senior Vice President, General Counsel, Head of Government Affairs, and Corporate Secretary, effective immediately. Ms. Matthews’ departure from the Company was not a result of any disagreement with the Company or its Board of Directors or any matter relating to the Company’s financials, operations, policies, or practices. As part of an organizational restructuring, the Company has determined to restructure the position of Senior Vice President, General Counsel and Head of Government Affairs. The responsibilities previously associated with the role will be allocated among other members of the Company’s legal team and Executive Leadership Team. Anne Rappold will take on the role of Corporate Secretary. Ms. Matthews will be entitled to severance benefits in connection with the departure in accordance with the terms of the Company’s plans and policies applicable to executive officers.
Recent Insider Transactions Derivative • Aug 13President exercised options and sold US$1.8m worth of stockOn the 7th of August, Christopher Bradshaw exercised 83k options at a strike price of around US$15.76 and sold these shares for an average price of US$37.18 per share. This trade did not impact their existing holding. For the year to March 2020, Christopher's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Christopher's direct individual holding has decreased from 259.19k shares to 232.55k. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Aug 10New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$971k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Significant insider selling over the past 3 months (US$971k sold).
Recent Insider Transactions • Aug 10Independent Director recently sold US$371k worth of stockOn the 7th of August, Robert Manzo sold around 10k shares on-market at roughly US$37.11 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 09Insider notifies of intention to sell stockStuart Stavley intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of August. If the sale is conducted around the recent share price of US$37.10, it would amount to US$371k. Since March 2025, Stuart's direct individual holding has increased from 38.45k shares to 45.13k. Company insiders have collectively sold US$411k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.15 (vs US$0.99 in 2Q 2024)Second quarter 2025 results: EPS: US$0.15 (down from US$0.99 in 2Q 2024). Revenue: US$25.9m (down 93% from 2Q 2024). Net income: US$4.39m (down 84% from 2Q 2024). Profit margin: 17% (up from 8.0% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06Bristow Group Inc. Updates Earnings Guidance for the Year 2025 and 2026Bristow Group Inc. updates earnings guidance for the year 2025 and 2026. For the year 2025, the company expected total revenues of USD 1,460 million to USD 1,560 million. For the year 2026, the company expected total revenues of USD 1,620 million to USD 1,740 million.
お知らせ • Jul 30Bristow Group Inc. to Report Q2, 2025 Results on Aug 05, 2025Bristow Group Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
お知らせ • Jun 30+ 1 more updateBristow Group Inc.(NYSE:VTOL) dropped from Russell 2000 Value-Defensive IndexBristow Group Inc.(NYSE:VTOL) dropped from Russell 2000 Value-Defensive Index
分析記事 • Jun 11Here's Why We Think Bristow Group (NYSE:VTOL) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Major Estimate Revision • May 18Consensus EPS estimates increase by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$2.94 to US$3.48. Revenue forecast unchanged at US$1.53b. Net income forecast to shrink 10% next year vs 5.4% growth forecast for Energy Services industry in the US . Consensus price target of US$48.50 unchanged from last update. Share price was steady at US$30.00 over the past week.
分析記事 • May 15Bristow Group's (NYSE:VTOL) Solid Earnings Are Supported By Other Strong FactorsEven though Bristow Group Inc.'s ( NYSE:VTOL ) recent earnings release was robust, the market didn't seem to notice. We...
Reported Earnings • May 07First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$0.95 (up from US$0.23 in 1Q 2024). Revenue: US$350.5m (up 6.4% from 1Q 2024). Net income: US$27.4m (up 314% from 1Q 2024). Profit margin: 7.8% (up from 2.0% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 42%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Apr 30Bristow Group Inc. to Report Q1, 2025 Results on May 06, 2025Bristow Group Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025
お知らせ • Apr 22Bristow Group Inc., Annual General Meeting, Jun 04, 2025Bristow Group Inc., Annual General Meeting, Jun 04, 2025.
分析記事 • Apr 08Bristow Group (NYSE:VTOL) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$26.89, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Energy Services industry in the US. Total loss to shareholders of 20% over the past three years.
Seeking Alpha • Mar 30Bristow Group: Recent Weakness Provides Buying Opportunity (Rating Upgrade)Summary Leading helicopter services provider Bristow Group reported better-than-expected fourth quarter and full-year 2024 results. Results benefited from the persistent outperformance of the company's core Offshore Energy Services segment. With SAR capex requirements largely behind the company, focus is turning to debt reduction and shareholder capital returns. Following recent share price weakness, the company is trading at a bargain valuation of just 3.7x the estimated 2026 EV/adjusted EBITDA. With my model now based on 2026 estimates, I am raising my price target from $43.50 to $53.00 and upgrading the company's stock from "buy" to "strong buy". Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$32.29, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Energy Services industry in the US. Total loss to shareholders of 17% over the past three years.
Seeking Alpha • Feb 28Bristow Group: Undervalued, Profitable, And Ready For TakeoffSummary Bristow Group is undervalued despite strong cash flow, limited helicopter supply, and growing offshore and government contracts, suggesting long-term growth potential. Q4 2024 saw earnings per share of $1.51, beating expectations, with revenue climbing by $118 million due to higher utilization rates and price increases. The company plans to reduce gross debt to $500 million by 2026, introduce a quarterly dividend, and initiate a $125 million share buyback program. Despite short-term revenue misses and transition costs, Bristow's strong cash flow and strategic growth opportunities justify a “Buy” rating for VTOL stock. Read the full article on Seeking Alpha
お知らせ • Feb 28Bristow Group Inc. Announces Initial Quarterly Dividend Payment from First Quarter of 2026Bristow Group Inc. announced that it is committed to return capital to shareholders via a new quarterly dividend program intended to commence in first quarter of 2026 with an initial dividend payment of $0.125 per share, or $0.50 per share annualized.
Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$4.28 loss per share (further deteriorated from US$0.24 loss in FY 2023). Revenue: US$1.42b (up 12% from FY 2023). Net loss: US$122.0m (loss widened US$115.3m from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 9.2% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Feb 27+ 1 more updateBristow Group Inc. Affirms Earnings Guidance for the Year 2025 and 2026Bristow Group Inc. affirmed earnings guidance for the year 2025 and 2026. For the year 2025, the company expects total revenues of USD 1,420 million to USD 1,615 million. For the year 2026, the company expects total revenues of USD 1,525 million to USD 1,775 million.
お知らせ • Feb 19Bristow Group Inc. to Report Q4, 2024 Results on Feb 26, 2025Bristow Group Inc. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025
分析記事 • Dec 18A Piece Of The Puzzle Missing From Bristow Group Inc.'s (NYSE:VTOL) Share PriceIt's not a stretch to say that Bristow Group Inc.'s ( NYSE:VTOL ) price-to-sales (or "P/S") ratio of 0.7x right now...
Seeking Alpha • Nov 26Bristow Group: Shareholder Capital Returns Coming Into Sight, BuySummary Leading helicopter services provider Bristow Group reported mixed Q3/2024 results, with profitability impacted by temporarily higher operating expenses and revenues falling slightly short of expectations. On the flip side, cash flow from operating activities reached new multi-year highs and management raised full-year expectations for a second consecutive quarter. With the majority of growth capex soon behind the company, I would expect Bristow to start returning capital to the shareholder in the second half of next year. While I would expect lower near-term offshore drilling activity to be a headwind for the company going into 2025, persistent scarcity of offshore helicopters should continue to support charter rates. Consequently, I am reiterating my "Buy" rating on the stock. Read the full article on Seeking Alpha
分析記事 • Nov 08Bristow Group Inc. (NYSE:VTOL) Released Earnings Last Week And Analysts Lifted Their Price Target To US$48.50Shareholders of Bristow Group Inc. ( NYSE:VTOL ) will be pleased this week, given that the stock price is up 15% to...
分析記事 • Nov 07Bristow Group (NYSE:VTOL) Use Of Debt Could Be Considered RiskyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$0.99 (vs US$0.15 in 3Q 2023)Third quarter 2024 results: EPS: US$0.99 (up from US$0.15 in 3Q 2023). Revenue: US$365.1m (up 11% from 3Q 2023). Net income: US$28.2m (up US$23.9m from 3Q 2023). Profit margin: 7.7% (up from 1.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 06Bristow Group Inc. Provides Earnings Guidance for the Calendar Years 2024, 2025 and 2026Bristow Group Inc. provided earnings guidance for the calendar years 2024, 2025 and 2026. For the year 2024, the company expects total operating revenues of USD 1,355 million to USD 1,410 million. For the year 2025, the company expects total operating revenues of USD 1,440 million to USD 1,615 million. For the year 2026, the company expects total operating revenues of USD 1,525 million to USD 1,775 million.
お知らせ • Oct 29Bristow Group Inc. to Report Q3, 2024 Results on Nov 05, 2024Bristow Group Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024
新しいナラティブ • Sep 15Expanding SAR Contracts And Offshore Services Propel Financial Growth And Stability Strategic investments in new SAR contracts and optimization of the Americas OES portfolio are poised to significantly improve long-term cash flow and revenue.
分析記事 • Sep 01Bristow Group Inc.'s (NYSE:VTOL) Share Price Matching Investor OpinionWith a price-to-earnings (or "P/E") ratio of 36.6x Bristow Group Inc. ( NYSE:VTOL ) may be sending very bearish signals...
Seeking Alpha • Aug 14Bristow Group: Buy On Strong Q2 Results And Raised OutlookSummary Leading helicopter services provider Bristow Group reported strong Q2/2024 results, with both top- and bottom line results outperforming expectations. With the core offshore energy services segment expected to further improve profitability, the company raised its outlook for both 2024 and 2025. On the conference call, management hinted to the possibility of shareholder capital returns in the form of buybacks and/or dividends starting in the second half of 2025. Reiterating "Buy" rating while raising price target from $35 to $45. Read the full article on Seeking Alpha
Major Estimate Revision • Aug 14Consensus EPS estimates increase by 70%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$1.22 to US$2.06. Revenue forecast steady at US$1.42b. Net income forecast to grow 129% next year vs 17% growth forecast for Energy Services industry in the US. Consensus price target up from US$42.00 to US$48.50. Share price rose 9.5% to US$37.00 over the past week.
分析記事 • Aug 10Bristow Group Inc. Just Beat EPS By 140%: Here's What Analysts Think Will Happen NextShareholders of Bristow Group Inc. ( NYSE:VTOL ) will be pleased this week, given that the stock price is up 11% to...
分析記事 • Aug 09If EPS Growth Is Important To You, Bristow Group (NYSE:VTOL) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.99 (up from US$0.058 loss in 2Q 2023). Revenue: US$359.7m (up 16% from 2Q 2023). Net income: US$28.2m (up US$29.8m from 2Q 2023). Profit margin: 7.8% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 140%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 07Bristow Group Inc. Provides Earnings Guidance for the Calendar Years 2024, 2025 and 2026Bristow Group Inc. provided earnings guidance for the calendar years 2024, 2025 and 2026. For the year 2024, the company expects total operating revenues of USD 1,355 million to USD 1,415 million. For the year 2025, the company expects total operating revenues of USD 1,440 million to USD 1,615 million. For the year 2026, the company expects total operating revenues of USD 1,525 million to USD 1,775 million.
New Risk • Aug 06New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$117k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (0.1% net profit margin). Significant insider selling over the past 3 months (US$117k sold).
お知らせ • Jul 30Bristow Group Inc. to Report Q2, 2024 Results on Aug 06, 2024Bristow Group Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Recent Insider Transactions Derivative • Jun 16Insider notifies of intention to sell stockDavid Stepanek intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of June. If the sale is conducted around the recent share price of US$32.92, it would amount to US$549k. Since March 2024, David's direct individual holding has increased from 7.47k shares to 17.70k. Company insiders have collectively sold US$666k more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Jun 10Bristow Group Will Move Sideways Before Transition Yields Results (Rating Downgrade)Summary VTOL has stable revenues from long-term government services contracts related to search and rescue. The company's transition to a fully integrated solution will improve its operating margin. The stock is currently reasonably valued compared to its peers, leading to a "hold" rating. Read the full article on Seeking Alpha
分析記事 • Jun 05Bristow Group Inc.'s (NYSE:VTOL) Intrinsic Value Is Potentially 78% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Bristow Group fair value estimate is US$59.54 Bristow Group's...
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Shefali Shah was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • May 13Price target increased by 7.7% to US$42.00Up from US$39.00, the current price target is an average from 2 analysts. New target price is 22% above last closing price of US$34.55. Stock is up 53% over the past year. The company is forecast to post earnings per share of US$1.31 next year compared to a net loss per share of US$0.24 last year.
分析記事 • May 10Market Participants Recognise Bristow Group Inc.'s (NYSE:VTOL) Revenues Pushing Shares 27% HigherThe Bristow Group Inc. ( NYSE:VTOL ) share price has done very well over the last month, posting an excellent gain of...
Reported Earnings • May 08First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$0.23 (up from US$0.054 loss in 1Q 2023). Revenue: US$337.1m (up 15% from 1Q 2023). Net income: US$6.61m (up US$8.13m from 1Q 2023). Profit margin: 2.0% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Energy Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08Bristow Group Inc. Affirms Earnings Guidance for the Year 2024 and Provides Earnings Guidance for the Year 2025 and 2026Bristow Group Inc. affirmed Earnings guidance for the year 2024 and provided Earnings guidance for the year 2025 and 2026. For the year 2024, the company expects total operating revenues of $1,290 million to $1,465 million.For the year 2025, the company expects total operating revenues of $1,390 million to $1,615 million.For the year 2026, the company expects total operating revenues of $1,525 million to $1,775 million.
お知らせ • Apr 28Bristow Group Inc. to Report Q1, 2024 Results on May 07, 2024Bristow Group Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024
分析記事 • Apr 27Bristow Group (NYSE:VTOL) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Apr 23Bristow Group Inc., Annual General Meeting, Jun 05, 2024Bristow Group Inc., Annual General Meeting, Jun 05, 2024, at 08:00 Central Standard Time. Agenda: To elect nine directors to serve until the 2025 Annual Meeting of Stockholders; to approve, on an advisory basis, named executive officer compensation; to consider and vote upon a proposed amendment to the Company's 2021 Equity Incentive Plan; and to ratify the appointment of KPMG LLP as the Company's independent auditors for 2024.
Recent Insider Transactions • Mar 22Insider recently sold US$236k worth of stockOn the 19th of March, David Stepanek sold around 9k shares on-market at roughly US$26.13 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$798k more than they bought in the last 12 months.