Added to YB: 2026-05-18
Pitch date: 2026-03-05
VTOL [bullish]
Bristow Group Inc.
-4.63%
current return
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
$1.2B
Pitch Price
$44.69
Price Target
75.00 (+76%)
Dividend
1.19%
EV/EBITDA
4.48
P/E
10.98
EV/Sales
1.25
Sector
Energy Equipment and Services
Category
value
Bristow Group Inc. - $VTOL
VTOL: Global helicopter operator poised for earnings inflection as $300M govt contract capex rolls off (IRCG/UKSAR2G fully operational by YE26), 50% of OES contracts renewing at ~25% pricing gains in constrained supply environment. FY27E $345M EBITDA vs ~4.9x EV/EBITDA – mispriced as cyclical despite 85% production-based rev & growing govt SAR stability. SOTP yields $64 PT (+44%), potential $75 (+67%). Risks: offshore activity, supply chain, customer concentration (top 3 = 36% rev).
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