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Exterran CorporationNYSE:EXTN Aktierapport

Marknadsvärde US$152.6m
Aktiekurs
n/a
Mitt verkliga värde
Ej tillgänglig
1Y-10.9%
7D-8.4%
Portföljens värde
​
Utsikt

Exterran Corporation

NYSE:EXTN Aktierapport

Börsvärde: 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 (EXTN) Aktievy

Exterran Corporation, a systems and process company, provides various solutions in the oil, gas, water, and power markets worldwide. Mer information

EXTN fundamental analys
Snöflinga Score
Värdering5/6
Framtida tillväxt0/6
Tidigare resultat0/6
Finansiell hälsa1/6
Utdelningar0/6

Belöningar

Handlar till 87.8% under vår uppskattning av dess verkliga värde

Riskanalys

Intäkterna har minskat med 41.2% per år under de senaste 5 åren

Aktieägarna har spätts ut under det senaste året

Har mindre än 1 år av cash runway


EXTN Community Fair Values

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Exterran Corporation Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Exterran
Historiska aktiekurser
Aktuell aktiekursUS$4.58
52 veckors högstaUS$7.70
52 veckors lägstaUS$2.67
Beta0.26
1 månads förändring-2.55%
3 månaders förändring35.50%
1 års förändring-10.90%
3 års förändring-63.74%
5 års förändring-84.95%
Förändring sedan börsintroduktionen-74.56%

Senaste nyheter och uppdateringar

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

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.
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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...

Aktieägarnas avkastning

EXTNUS Energy ServicesUS Marknad
7D-8.4%3.8%-0.9%
1Y-10.9%82.3%24.4%

Avkastning vs industri: EXTN presterade sämre än US Energy Services branschen som gav 82.3 % under det senaste året.

Avkastning vs Marknaden: EXTN översteg US marknaden som gav 24.4 % under det senaste året.

Prisvolatilitet

Is EXTN's price volatile compared to industry and market?
EXTN volatility
EXTN Average Weekly Movement9.0%
Energy Services Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: EXTN s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: EXTN s veckovolatilitet ( 9% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19542,800Andrew Waywww.exterran.com

Exterran Corporation Sammanfattning av grunderna

Hur förhåller sig Exterran:s resultat och omsättning till dess börsvärde?
EXTN grundläggande statistik
BörsvärdeUS$152.58m
Vinst(TTM)-US$84.14m
Intäkter(TTM)US$760.90m
0.2x
P/S-förhållande
-1.8x
P/E-förhållande

Är EXTN övervärderat?

Se Verkligt värde och värderingsanalys

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
EXTN resultaträkning (TTM)
IntäkterUS$760.90m
Kostnad för intäkterUS$454.00m
BruttovinstUS$306.90m
Övriga kostnaderUS$391.04m
Intäkter-US$84.14m

Senast redovisade vinst

Jun 30, 2022

Nästa vinstdatum

n/a

Vinst per aktie (EPS)-2.53
Bruttomarginal40.33%
Nettovinstmarginal-11.06%
Skuld/egenkapitalförhållande465.2%

Hur har EXTN utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2022/10/13 10:38
Aktiekurs vid dagens slut2022/10/12 00:00
Intäkter2022/06/30
Årlig intjäning2021/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Exterran Corporation bevakas av 5 analytiker. 1 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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