Exterran Corporation

NYSE:EXTN Voorraadrapport

Marktkapitalisatie: US$152.6m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Exterran Beheer

Beheer criteriumcontroles 2/4

Belangrijke informatie

Andrew Way

Algemeen directeur

US$5.7m

Totale compensatie

Percentage CEO-salaris14.51%
Dienstverband CEO7yrs
Eigendom CEO1.3%
Management gemiddelde ambtstermijn5.8yrs
Gemiddelde ambtstermijn bestuur7yrs

Recente managementupdates

Analyseartikel • Apr 23

We Discuss Why Exterran Corporation's (NYSE:EXTN) CEO Compensation May Be Closely Reviewed

Shareholders will probably not be too impressed with the underwhelming results at Exterran Corporation ( NYSE:EXTN...

Recent updates

Seeking Alpha • Sep 11

Exterran 8.125% 2025: Likely To Be Called Above Par Soon

Summary Enerflex issued circular to it shareholders, achieving another big milestone to close the Exterran acquisition. Enerflex will need to issue a Change of Control offer for the Exterran 8.125% 2025 notes. Enerflex has committed financing in place to refinance Exterran's debt. The bond is expected to be taken out before the end of the year at $101-102. CUSIP: 30227KAE91. Situation Overview Enerflex (EFX:CA) announced its acquisition of Exterran (EXTN) back in January in an all-stock transaction. Enerflex and Exterran have obtained all major regulatory approvals and shareholder votes (for both Enerflex and Exterran) are scheduled for October 11, 2022. There is committed debt financing in place to refinance the entire capitals structure of the combined entity - a new $700 million RCF and a $925 million bridge loan, which will be used to refinancing the Exterran debt according to the circular filed on SEDAR. The fact that circular/proxy statement and F-4 are filed indicates that the management team believes that achieving the required shareholder vote on both sides, which is the remaining key condition to the acquisition. In addition, Chai trust which owns 24.5% of Exterran stock, and all the directors and executive officers that collectively hold ~4% of the stock entered into voting agreements in favour of the merger. The only wildcard is whether the Enerflex shareholder will approve the deal (via agreeing to issue new shares to Exterran shareholders). From existing Enerflex's shareholder perspective, I believe the transaction rationale seems logical (scale, cost synergy, more recurring gross margin) and the deal metrics are accretive in terms of cash flow per share. I also didn't find the top shareholders publicly oppose this transaction. 2021 Proxy 2022 Proxy Exterran 8.125% 2025 This transaction should trigger the Change of Control clause: Indenture This means post transaction the Enerflex is required to issue a $101 change of control offer to the bondholders, who may or may not sell into the offer. The bond is also callable at ~$102 today. Enerflex could first try the change of control offer to see how many bondholders take the $101 price, and then call the rest at $102. Alternatively, Enerflex could run a separate tender offer at a price between $101-102, while asking for consent to waive the change of control offer requirement. If I'm advising Enerflex, I'd tell them to just call all the bonds at $102 to have a clean process and build some credit with the credit community as Enerflex may need to come back to the market to refinance the bridge loan in the future. Indenture
Seeking Alpha • Jan 16

Exterran Continues To Focus On Water Business Solutions

EXTN, despite a falling backlog, will continue to invest in water midstream operation in the international business. An early-stage product sales and AMS contracts can bring in structural change to its revenue model. In Q3, revenues in the Product Sales segment benefited from increased project activities in the Middle East. Debt repayment and an overly-leveraged balance sheet dampen investors' sentiment.
Seeking Alpha • Jun 27

Evaluating Exterran Corporation

Exterran Corporation has nearly doubled since April 21st, 2021 as oil and gas activity is rebounding while the company tallied a win in its now-prioritized water solutions unit. The stock is still down more than 80% since 2018 as oil & gas industry headwinds caused the company to bleed cash, compelling its transition from an oil service business. With Exterran tracking $3.5 billion of potential projects and significant recent insider buying, this busted IPO merited further investigation. A full investment analysis is presented in the paragraphs below.
Analyseartikel • Apr 23

We Discuss Why Exterran Corporation's (NYSE:EXTN) CEO Compensation May Be Closely Reviewed

Shareholders will probably not be too impressed with the underwhelming results at Exterran Corporation ( NYSE:EXTN...
Analyseartikel • Feb 14

Is Exterran (NYSE:EXTN) Struggling?

When researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
Analyseartikel • Jan 24

Exterran Corporation (NYSE:EXTN) Insiders Increased Their Holdings

We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...
Analyseartikel • Jan 03

What Type Of Shareholders Own The Most Number of Exterran Corporation (NYSE:EXTN) Shares?

Every investor in Exterran Corporation ( NYSE:EXTN ) should be aware of the most powerful shareholder groups. Generally...
Analyseartikel • Dec 13

How Much Is Exterran's (NYSE:EXTN) CEO Getting Paid?

Andrew Way has been the CEO of Exterran Corporation ( NYSE:EXTN ) since 2015, and this article will examine the...
Analyseartikel • Nov 25

Exterran (NYSE:EXTN) Has No Shortage Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...

Analyse CEO-vergoeding

Hoe is Andrew Way's beloning veranderd ten opzichte van Exterran's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Jun 30 2022n/an/a

-US$84m

Mar 31 2022n/an/a

-US$111m

Dec 31 2021US$6mUS$825k

-US$111m

Sep 30 2021n/an/a

-US$114m

Jun 30 2021n/an/a

-US$115m

Mar 31 2021n/an/a

-US$99m

Dec 31 2020US$5mUS$751k

-US$86m

Sep 30 2020n/an/a

-US$114m

Jun 30 2020n/an/a

-US$110m

Mar 31 2020n/an/a

-US$118m

Dec 31 2019US$6mUS$825k

-US$108m

Sep 30 2019n/an/a

-US$52m

Jun 30 2019n/an/a

-US$36m

Mar 31 2019n/an/a

-US$10m

Dec 31 2018US$6mUS$825k

-US$249k

Sep 30 2018n/an/a

US$7m

Jun 30 2018n/an/a

US$6m

Mar 31 2018n/an/a

US$10m

Dec 31 2017US$6mUS$750k

-US$6m

Sep 30 2017n/an/a

-US$12m

Jun 30 2017n/an/a

-US$46m

Mar 31 2017n/an/a

-US$155m

Dec 31 2016US$4mUS$750k

-US$172m

Sep 30 2016n/an/a

-US$190m

Jun 30 2016n/an/a

-US$167m

Mar 31 2016n/an/a

-US$76m

Dec 31 2015US$7mUS$369k

US$22m

Compensatie versus markt: De totale vergoeding ($USD 5.69M ) Andrew } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 1.68M ).

Compensatie versus inkomsten: De vergoeding van Andrew is gestegen terwijl het bedrijf verliesgevend is.

CEO

Andrew Way (51 yo)

7yrs
Tenure
US$5,685,359
Compensatie

Mr. Andrew James Way has been the Chief Executive Officer, President and Director of Exterran Corporation since October 30, 2015. Mr. Way is Director of Energy Workforce and Technology Council. He served a...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Mark Sotir
Executive Chairman7yrsUS$375.31k0.42%
$ 637.4k
Andrew Way
President7yrsUS$5.69m1.35%
$ 2.1m
David Barta
Senior VP5.8yrsUS$1.65m0.26%
$ 396.1k
Roger George
President of Water Solutions5.8yrsUS$1.40m0.14%
$ 210.2k
Kenneth Hancock
Vice President of Investor Relations4.3yrsgeen gegevensgeen gegevens
Kelly Battle
VP, General Counsel & Corporate Secretaryno datageen gegevens0.049%
$ 74.1k
Tara Wineinger
VP & Chief Human Resources Officerno datageen gegevens0.078%
$ 119.5k
Kerric Peyton
Senior Vice President of Healthno datageen gegevensgeen gegevens
5.8yrs
Gemiddelde duur
55.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van EXTN is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.8 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Mark Sotir
Executive Chairman7yrsUS$375.31k0.42%
$ 637.4k
Andrew Way
President7yrsUS$5.69m1.35%
$ 2.1m
William Goodyear
Lead Independent Director7yrsUS$230.31k0.53%
$ 813.4k
Christopher Seaver
Independent Director7yrsUS$203.44k0.39%
$ 602.5k
James Gouin
Independent Director6.9yrsUS$190.31k0.16%
$ 251.3k
John Ryan
Independent Director7yrsUS$201.56k0.38%
$ 584.0k
Hatem Soliman
Independent Director3.5yrsUS$190.31k0.14%
$ 209.2k
Ieda Gomes Yell
Independent Director7yrsUS$192.81k0.23%
$ 345.3k
7.0yrs
Gemiddelde duur
64yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van EXTN wordt beschouwd als ervaren (gemiddelde ambtstermijn 7 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2022/10/13 09:07
Aandelenkoers aan het einde van de dag2022/10/12 00:00
Inkomsten2022/06/30
Jaarlijkse inkomsten2021/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Exterran Corporation wordt gevolgd door 5 analisten. 1 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Tim MonachelloATB Cormark
Kyle MayCapital One Securities, Inc.
James WestEvercore ISI