Bristow Group 향후 성장
Future 기준 점검 2/6
Bristow Group은 연간 수입과 매출이 각각 18.7%와 6.3% 증가할 것으로 예상되고 EPS는 연간 18.1%만큼 증가할 것으로 예상됩니다.
핵심 정보
18.7%
이익 성장률
18.07%
EPS 성장률
| Energy Services 이익 성장 | 20.4% |
| 매출 성장률 | 6.3% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 09 Mar 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 26
VTOL: 2026 Multi Mission Expansion Will Underpin Earnings Quality Inflection
Narrative 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.내러티브 업데이트 • Apr 07
VTOL: 2026 Multi Mission Inflection And Offshore Upswing Will Support Earnings Quality
Narrative 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.내러티브 업데이트 • Mar 24
VTOL: 2026 Offshore Upswing And Multi Mission Expansion Will Lift Earnings Quality
Analysts 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.내러티브 업데이트 • Mar 10
VTOL: Offshore Energy Upswing And Multi Mission Shift Will Drive Earnings Quality
Analysts 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.내러티브 업데이트 • Feb 22
VTOL: Offshore Energy Upswing And Air Mobility Plans Will Drive Next Phase
Bristow 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.Seeking Alpha • Feb 11
Bristow Group: Strong Long-Term Setup, Near-Term Execution Still Key
Summary Bristow Group is positioned for medium-term growth, leveraging strong offshore demand in Brazil, Africa, and the Caribbean despite near-term supply chain headwinds. Recent debt refinancing and improved free cash flow have strengthened VTOL’s balance sheet, supporting future capital returns via buybacks and a planned 2026 dividend. I rate VTOL a 'hold' as recent stock gains limit near-term upside, but medium-term prospects remain attractive with reasonable EBITDA growth potential. Read the full article on Seeking Alpha
새 내러티브 • Feb 08
Offshore Contract Transitions And Aircraft Constraints Will Shape A Fairly Valued Future
Catalysts 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?내러티브 업데이트 • Feb 07
VTOL: Bullish Coverage And Air Taxi Rollout Will Shape Next Upside Phase
Analysts 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.
새 내러티브 • Jan 24
Offshore Helicopter Supply Tightness And Government Contracts Will Support Strong Long Term Upside
Catalysts 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?내러티브 업데이트 • Jan 24
VTOL: Future Air Taxi Routes Will Define Next Phase Of Upside Potential
Analysts 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.분석 기사 • Jan 06
The Return Trends At Bristow Group (NYSE:VTOL) Look Promising
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Oct 16
Not Many Are Piling Into Bristow Group Inc. (NYSE:VTOL) Just Yet
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...분석 기사 • Jun 11
Here's Why We Think Bristow Group (NYSE:VTOL) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • May 15
Bristow Group's (NYSE:VTOL) Solid Earnings Are Supported By Other Strong Factors
Even though Bristow Group Inc.'s ( NYSE:VTOL ) recent earnings release was robust, the market didn't seem to notice. We...분석 기사 • Apr 08
Bristow Group (NYSE:VTOL) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Mar 30
Bristow 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 AlphaSeeking Alpha • Feb 28
Bristow Group: Undervalued, Profitable, And Ready For Takeoff
Summary 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 Alpha분석 기사 • Dec 18
A Piece Of The Puzzle Missing From Bristow Group Inc.'s (NYSE:VTOL) Share Price
It'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 26
Bristow Group: Shareholder Capital Returns Coming Into Sight, Buy
Summary 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 Alpha분석 기사 • Nov 08
Bristow Group Inc. (NYSE:VTOL) Released Earnings Last Week And Analysts Lifted Their Price Target To US$48.50
Shareholders of Bristow Group Inc. ( NYSE:VTOL ) will be pleased this week, given that the stock price is up 15% to...분석 기사 • Nov 07
Bristow Group (NYSE:VTOL) Use Of Debt Could Be Considered Risky
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
새 내러티브 • Sep 15
Expanding 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.분석 기사 • Sep 01
Bristow Group Inc.'s (NYSE:VTOL) Share Price Matching Investor Opinion
With 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 14
Bristow Group: Buy On Strong Q2 Results And Raised Outlook
Summary 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 Alpha분석 기사 • Aug 10
Bristow Group Inc. Just Beat EPS By 140%: Here's What Analysts Think Will Happen Next
Shareholders of Bristow Group Inc. ( NYSE:VTOL ) will be pleased this week, given that the stock price is up 11% to...분석 기사 • Aug 09
If EPS Growth Is Important To You, Bristow Group (NYSE:VTOL) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Jun 10
Bristow 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 Alpha분석 기사 • Jun 05
Bristow Group Inc.'s (NYSE:VTOL) Intrinsic Value Is Potentially 78% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Bristow Group fair value estimate is US$59.54 Bristow Group's...분석 기사 • May 10
Market Participants Recognise Bristow Group Inc.'s (NYSE:VTOL) Revenues Pushing Shares 27% Higher
The Bristow Group Inc. ( NYSE:VTOL ) share price has done very well over the last month, posting an excellent gain of...분석 기사 • Apr 27
Bristow Group (NYSE:VTOL) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Feb 02
Bristow Group: Contract Wins, Undervaluation Make It A Buy (Rating Upgrade)
Summary VTOL plans to add to its fleet size in 2024 and has secured long-term contracts with the U.K. and Irish coast guards. The company has growth opportunities in Brazil, West Africa, and the Gulf of Mexico, but faces challenges with supply chain continuity. Despite facing headwinds, VTOL's management expects revenue and adjusted EBITDA growth in FY2023 and FY2024, and the stock is relatively undervalued. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
Bristow Group: Decent Quarter And Strong Outlook - Buy
Summary Leading aviation services provider Bristow Group Inc. reported vastly improved quarterly results mostly due to higher fleet utilization in the offshore energy services segment. The company raised full-year expectations and affirmed projections for substantially increased profitability next year. Starting in 2025, Bristow will also reap the benefits from material investments in new government SAR contracts which should provide healthy margins and cash flows well into the next decade. Given the company's constructive outlook and undemanding valuation based on my profitability expectations for 2025, I am reiterating my "Buy" rating on the shares with a price target of $35. Read the full article on Seeking Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,828 | 195 | 200 | N/A | 1 |
| 12/31/2027 | 1,717 | 198 | 175 | N/A | 3 |
| 12/31/2026 | 1,634 | 171 | 149 | N/A | 3 |
| 3/31/2026 | 1,529 | 115 | N/A | N/A | N/A |
| 12/31/2025 | 1,491 | 129 | 56 | 198 | N/A |
| 9/30/2025 | 1,467 | 142 | -24 | 173 | N/A |
| 6/30/2025 | 1,446 | 119 | -9 | 216 | N/A |
| 3/31/2025 | 1,429 | 116 | -93 | 150 | N/A |
| 12/31/2024 | 1,415 | 95 | -78 | 177 | N/A |
| 9/30/2024 | 1,425 | 55 | -74 | 117 | N/A |
| 6/30/2024 | 1,390 | 31 | -85 | 68 | N/A |
| 3/31/2024 | 1,342 | 1 | -62 | 52 | N/A |
| 12/31/2023 | 1,297 | -7 | -49 | 32 | N/A |
| 9/30/2023 | 1,239 | -6 | -71 | 23 | N/A |
| 6/30/2023 | 1,208 | 6 | -96 | -11 | N/A |
| 3/31/2023 | 1,191 | 12 | -88 | -7 | N/A |
| 12/31/2022 | 1,198 | 9 | -65 | -8 | N/A |
| 9/30/2022 | 1,154 | 16 | 24 | 56 | N/A |
| 6/30/2022 | 1,145 | 2 | 73 | 110 | N/A |
| 3/31/2022 | 1,139 | -16 | 93 | 124 | N/A |
| 12/31/2021 | 1,145 | -54 | 128 | 155 | N/A |
| 9/30/2021 | 1,160 | -111 | 110 | 135 | N/A |
| 6/30/2021 | 1,166 | -142 | 125 | 140 | N/A |
| 3/31/2021 | 1,139 | 77 | 82 | 97 | N/A |
| 12/31/2020 | 1,132 | 385 | 51 | 66 | N/A |
| 9/30/2020 | 1,127 | -225 | -75 | -16 | N/A |
| 6/30/2020 | 1,136 | -349 | -152 | -78 | N/A |
| 3/31/2020 | 1,191 | -723 | -186 | -108 | N/A |
| 12/31/2019 | 1,225 | -1,064 | N/A | -155 | N/A |
| 9/30/2019 | 1,246 | -483 | N/A | -140 | N/A |
| 6/30/2019 | 1,275 | -474 | N/A | -102 | N/A |
| 3/31/2019 | 1,308 | -337 | N/A | -109 | N/A |
| 12/31/2018 | 1,329 | -361 | N/A | -79 | N/A |
| 9/30/2018 | 1,359 | -284 | N/A | -11 | N/A |
| 6/30/2018 | 1,383 | -171 | N/A | -12 | N/A |
| 3/31/2018 | 1,373 | -195 | N/A | -20 | N/A |
| 12/31/2017 | 1,367 | -173 | N/A | 16 | N/A |
| 9/30/2017 | 1,346 | -186 | N/A | -53 | N/A |
| 6/30/2017 | 1,331 | -185 | N/A | -25 | N/A |
| 3/31/2017 | 1,335 | -170 | N/A | 12 | N/A |
| 12/31/2016 | 1,399 | -119 | N/A | 46 | N/A |
| 9/30/2016 | 1,470 | -94 | N/A | 87 | N/A |
| 6/30/2016 | 1,546 | -111 | N/A | 85 | N/A |
| 3/31/2016 | 1,630 | -74 | N/A | 118 | N/A |
| 12/31/2015 | 1,673 | -32 | N/A | 147 | N/A |
| 9/30/2015 | 1,708 | -36 | N/A | 210 | N/A |
| 6/30/2015 | 1,730 | 37 | N/A | 232 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VTOL 의 연간 예상 수익 증가율(18.7%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: VTOL 의 연간 수익(18.7%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: VTOL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: VTOL 의 수익(연간 6.3%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: VTOL 의 수익(연간 6.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VTOL의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 23:26 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Bristow Group Inc.는 13명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James West | Barclays |
| Joshua Sullivan | Benchmark Company |
| Joseph Gibney | Capital One Securities, Inc. |