Added to YB: 2026-05-14
Pitch date: 2026-05-12
VTOL [bullish]
Bristow Group Inc.
Author Info
No bio for this author
Company Info
Bristow Group Inc. provides vertical flight solutions to offshore energy companies and government agencies in the United Kingdom, Norway, the United States, Nigeria, and internationally.
Market Cap
$1.3B
Pitch Price
N/A
Price Target
72.00 (+70%)
Dividend
1.18%
EV/EBITDA
4.50
P/E
11.06
EV/Sales
1.25
Sector
Energy Equipment and Services
Category
value
Bristow Group: Buy The Dip On Strong Industry Prospects And Bargain Valuation
VTOL (increased price target): Helicopter services leader down on Q1 miss—accelerated S-76D depreciation hit GAAP earnings, adj EBITDA margin fell to 15.2%, -$25M FCF on working capital. Outlook reaffirmed despite weak Q. Positioned for energy security, defense spending, transport electrification megatrends. Trading 4x 2027 EV/EBITDA vs 8.6x sector avg. Upgrading to Strong Buy, raising PT $50→$72 (70% upside). Risks: oil price volatility, SAR contract execution.
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