Bristow Group (VTOL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 12, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

1.06

Last Year’s EPS

0.91

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 4 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 25, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized solid full‑year results, strengthened liquidity and capital structure (including a $500M refinancing at 6.75%), initiation of a dividend, continued strong cash generation, and positive forward guidance with expected adjusted EBITDA growth of ~25% in 2026. Key growth drivers include improved OES contract terms (average ~25% rate uplift on renewals) and a maturing Government Services portfolio expected to roughly double adjusted operating income in 2026. Short‑term headwinds include seasonal Q4 softness, transition and start‑up costs in Government Services, supply‑chain delays affecting aircraft deliveries, and macro/FX sensitivities. On balance, the positive operational and financial catalysts — confirmed guidance, contract repricing in OES, refinancing, dividend initiation, NAV, and AAM progress — outweigh the near‑term execution risks and seasonal softness.

Company Guidance

Bristow affirmed 2026 consolidated guidance of $1.6–$1.7 billion in revenues and $295–$325 million in adjusted EBITDA (roughly +25% year‑over‑year versus 2025 adjusted EBITDA of $246 million), while highlighting segment targets: Offshore Energy Services revenues of $1.0–$1.1 billion (vs. $990 million in 2025) and adjusted operating income of $225–$235 million (vs. $203 million in 2025, ~15% uplift), Government Services revenues of $440–$460 million and adjusted operating income of $70–$80 million (roughly double 2025), and Other Services revenues of $130–$150 million with adjusted operating income cited at $225 million; management said ~50% of OES contracts were renewed by year‑end with an average leading‑edge rate uplift of ~25% and expects the portfolio reset substantially complete by year‑end 2026. Liquidity and cash metrics include unrestricted cash of ~$286 million, total available liquidity of ~$347 million, operating cash flow of $198 million in 2025 (vs. $177 million in 2024) and adjusted free cash flow ~ $26 million higher year‑over‑year; Bristow also completed a $500 million senior secured note issuance due 2033 at 6.75%, has no near‑term debt maturities, plans to pay down UKSAR2G equipment financing by end‑2026, initiated a $0.125/share cash dividend payable March 26, 2026, reports an aggregate NAV of ~ $1.8 billion (~$60/share) (aircraft fair market value cited at ~$1.6 billion), expects seven AW189 deliveries this year, and noted only a few million dollars of committed AAM capital to date with up to ~$30 million of optional Electra investment.

Full-Year Financial Performance

Total revenues for 2025 were up $75 million versus 2024; adjusted EBITDA for 2025 was $246 million, approximately +4% year-over-year and in line with prior guidance.

2026 Financial Guidance and Expected EBITDA Growth

Company affirmed 2026 guidance of $1.6B–$1.7B in total revenues and $295M–$325M in adjusted EBITDA, implying roughly +25% year-over-year adjusted EBITDA growth vs. 2025.

Offshore Energy Services (OES) Momentum and Contract Renewal Uplift

OES revenues were +$24.4M year-over-year (Africa +$21.7M, Americas +$19.2M, Europe -$16.5M). Adjusted operating income for OES was +$30M year-over-year. Management expects 2026 OES revenue of $1.0B–$1.1B and adjusted operating income of $225M–$235M (≈ +11.8%–15.8% vs. $203M in 2025). Approximately 50% of the OES customer contract portfolio had been rolled over by year-end with an average rate uplift of ~25% on renewed contracts, driving most of the segment’s 2026 improvement.

Government Services Scale-Up

Full-year Government Services revenues rose +$49.8M year-over-year driven by the new Irish Coast Guard contract and higher U.K. SAR revenues. Management expects 2026 Government Services revenues of $440M–$460M and adjusted operating income of $70M–$80M — roughly double 2025 levels as contract ramps complete.

Improved Liquidity and Debt Refinancing

Closed $500M senior secured notes due 2033 at a 6.75% coupon in January; unrestricted cash of ~$286M and total available liquidity of ~$347M as of Dec 2025. No near-term debt maturities and management expects to pay down certain equipment financing by end of 2026.

Strong Cash Generation

Cash flow from operations of $198M in 2025 vs. $177M in 2024 (≈ +11.9%); adjusted free cash flow was approximately $26M higher year-over-year, and management expects continued strong free cash flow conversion into 2026.

Shareholder Return Initiative & NAV Disclosure

Initiated a cash dividend program with a $0.125/share dividend payable March 26, 2026. Annual NAV disclosure shows aggregate NAV of ~$1.8B (~$60/share) based on third‑party helicopter appraisals.

Advanced Air Mobility (AAM) Leadership

Completed Norway electric aviation test arena (>100 missions over 6 months) with Beta Technologies; secured early delivery slots (including Electra EL9 slot #1). Capital commitments to date are small ('a few million'), with optional future commitments up to ~$30M tied to milestones.

Bristow Group (VTOL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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VTOL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 12, 2026	2026 (Q1)	1.05 / -	0.91	―	―	―
Feb 25, 2026	2025 (Q4)	0.89 / 0.61	1.06	-42.45% (-0.45)
Nov 04, 2025	2025 (Q3)	0.94 / 1.72	0.887	93.91% (+0.83)
Aug 05, 2025	2025 (Q2)	0.79 / 1.07	1.307	-18.13% (-0.24)
May 06, 2025	2025 (Q1)	0.57 / 0.91	0.23	295.65% (+0.68)
Feb 26, 2025	2024 (Q4)	0.48 / 1.06	0.423	150.59% (+0.64)
Nov 05, 2024	2024 (Q3)	0.58 / 0.89	0.15	491.33% (+0.74)
Aug 06, 2024	2024 (Q2)	0.43 / 1.31	-0.454	387.89% (+1.76)
May 07, 2024	2024 (Q1)	0.29 / 0.23	-0.348	166.09% (+0.58)
Mar 05, 2024	2023 (Q4)	0.44 / 0.42	-0.218	294.04% (+0.64)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

VTOL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 25, 2026	$46.71	$48.00	+2.76%
Nov 04, 2025	$41.27	$38.75	-6.11%
Aug 05, 2025	$35.08	$38.20	+8.89%
May 06, 2025	$29.49	$27.77	-5.83%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Bristow Group Inc (VTOL) report earnings?

Bristow Group Inc (VTOL) is schdueled to report earning on May 12, 2026, After Close (Confirmed).

What is Bristow Group Inc (VTOL) earnings time?

Bristow Group Inc (VTOL) earnings time is at May 12, 2026, After Close (Confirmed).

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What is VTOL EPS forecast?

VTOL EPS forecast for the fiscal quarter 2026 (Q1) is 1.06.