Bristow Group is rated a Buy, driven by robust margins, reliable long-term contracts, and a differentiated business model versus traditional aviation. VTOL's revenue is anchored by offshore energy (67%) and government services, with 65–85% of revenues secured through fixed monthly charges and long-term agreements. The Berry Aviation acquisition adds $18 million in annual EBITDA, enhancing government segment capabilities and accelerating growth opportunities.
ACHR advances VTOL testing and regulatory milestones, with the upcoming eIPP participation and Restricted Type Certificate program supporting intermediate-term US/UAE commercialization. With a growing order book nearing $6B as of 2024 and an expanded manufacturing cadence, the VTOL company appears well on track to rapidly monetize their offerings upon FAA certification. These tailwinds are, albeit, negated by ACHR's elevated cash burn rate as they intensify their multi-pronged testing/manufacturing/training/operations at Hawthorne Airport in LA/commercialization cadence.
Bristow Group Inc. (VTOL) Q1 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 119 | $4,149.86 | $5,162.81 | $1,012.95 | 24.41% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 400 | $18,756 | $17,304 | -$1,452 | -7.74% |
Donald Smith & Co Donald Smith & Co Inc. | 90,057 | $2.97M | $3.91M | $937,943.79 | 31.59% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 275 | $10,070.5 | $11,930.87 | $1,860.37 | 18.47% |
| BG Bart Gancher Intech Investment Management LLC | 8,776 | $285,270.56 | $379,649.76 | $94,379.2 | 33.08% |
| Energy Equipment & Services Industry | Energy Sector | Christopher S. Bradshaw CEO | NYSE Exchange | 11040G103 CUSIP |
| US Country | 3,640 Employees | 15 May 2026 Last Dividend | 12 Jun 2020 Last Split | 22 Jan 2013 IPO Date |
Bristow Group Inc. is a prominent provider of aviation services primarily for the offshore energy industry, accommodating the needs of integrated, national, and independent companies in the United States. With origins dating back to 1948, this company has established itself as a key player in its field and operates from its headquarters in Houston, Texas. Bristow Group’s operational footprint spans across several key global markets, including Australia, Brazil, Canada, Chile, the Dutch Caribbean, Guyana, India, Mexico, the Netherlands, Nigeria, Norway, Spain, Suriname, Trinidad, and the United Kingdom. As of March 31, 2022, Bristow Group boasted a considerable fleet of 229 aircraft, predominantly helicopters, showcasing its capacity to meet a wide range of client needs in its operational territories.
Bristow Group delivers comprehensive aviation solutions to the offshore energy sector, supporting the operational needs of various energy companies. These services cater to integrating energy companies, both national and independent, operating in the United States and beyond. Their extensive fleet and global presence enable them to provide efficient and reliable transportation solutions specialized for the offshore environment.
Aside from its primary role in the offshore energy sector, Bristow Group also offers commercial search and rescue services. This facet of their operation is critical for emergency response, providing essential services that ensure the safety and security of personnel in offshore environments and beyond.
The company’s capabilities are not limited to helicopters as they also provide fixed wing transportation services. This adds a layer of versatility to their service offerings, accommodating a broader range of logistic and transport needs. Whether it’s routine personnel transfer, cargo delivery, or specialized missions, Bristow Group possesses the fleet and expertise to execute operations efficiently.