Bristow Group Inc. (VTOL) AI Stock Analysis

NYSE: VTOLAI research summary: business, growth, valuation, analysts, bull and bear case.

VTOL AI stock analysis summary

AI Research

Bristow Group Inc. is a provider of vertical flight solutions and search and rescue aviation services primarily for offshore energy companies and government entities worldwide. The company generated $1.56B in trailing twelve months revenue with an operating margin of 8.5%. It trades at an enterprise value of $1.93B and carries net debt of $655.0M.

Market cap
$1.15B
Revenue (TTM)
$1.56B
P/E
11.1x
1Y return
0.7%
S&P 500 16.8%
Avg. target
$64.33
66.5% vs last close

Bull case

  • Annual net income expanded to $129.1M in FY2025, yielding a full-year net margin of 8.7% and EPS of $4.06.
  • Analyst estimates model a 48.0% EPS acceleration in the next fiscal year to $5.15 on revenue of $1.77B.
  • The trailing price-to-earnings ratio of 11.1x sits below the US-listed Energy peers median of 15.0x.

Bear case

  • Quarterly earnings fell 34.6% year-over-year in the latest quarter ended June 30, 2026.
  • The balance sheet carries $969.7M in total debt and $655.0M in net debt relative to $314.8M in cash.
  • Over the trailing five years, the stock returned 11.2%, significantly lagging the S&P 500 benchmark return of 83.0%.

What Bristow does

Bristow Group Inc. specializes in providing comprehensive vertical flight solutions tailored primarily to integrated, national, and independent offshore energy companies worldwide. Founded in 1948 and based in Houston, Texas, the company operates a fleet of 230 aircraft delivering helicopter and fixed-wing transportation services, ranging from scheduled flights to ad hoc charters. Bristow Group also delivers commercial search and rescue (SAR) operations as well as public sector aviation services on behalf of government entities. Its global footprint spans regions including Australia, Brazil, Canada, the U.K., Norway, Nigeria, Guyana, and the U.S.

Growth and profitability

Bristow Group expanded annual revenue from $1.19B in FY2021 to $1.49B in FY2025, posting a 5-year revenue CAGR of 5.5%. Annual net income improved from -$15.8M in FY2021 to $129.1M in FY2025, lifting net margin to 8.7% and EPS to $4.06. Operating margin reached 9.7% in FY2025 before settling at 8.5% over the trailing twelve months, which generated $1.56B in revenue and EPS of $3.47. In the latest quarter ended June 30, 2026, quarterly revenue grew 9.4% year-over-year, while quarterly earnings declined 34.6%.

VTOL income statement →

Balance sheet and cash flow

As of June 30, 2026, Bristow Group held $314.8M in cash and short-term investments against total debt of $969.7M, resulting in net debt of $655.0M. The company maintains total assets of $2.38B, shareholders' equity of $1.09B, a current ratio of 2.26, and a debt-to-equity ratio of 0.89. In FY2025, operating cash flow reached $198.2M and free cash flow turned positive at $56.1M. Capital allocation in FY2025 included $142.0M in capital expenditures and $15.2M spent on share buybacks.

VTOL balance sheet →

Valuation and performance

At a share price of $38.64 on October 16, 2026, Bristow Group has a market capitalization of $1.15B. The stock trades at a trailing price-to-earnings multiple of 11.1x and an enterprise value to EBITDA of 7.9x, compared to medians of 15.0x and 8.0x, respectively, for its US-listed Energy peers. Over the past year, the stock returned 0.7%, trailing the 16.8% return of the S&P 500 benchmark. Over five years, the stock gained 11.2% versus 83.0% for the index.

VTOL key metrics →

VTOL dividend

Bristow Group pays a quarterly dividend amounting to an annual forward dividend of $0.50 per share. Based on the recent share price, the dividend yield stands at 1.29%. The company maintains a payout ratio of 9.7%, with its most recent ex-dividend date recorded on August 14, 2026.

What analysts expect

Wall Street coverage includes 2 Strong Buy and 1 Buy ratings from 3 analysts. The mean price target is $64.33, which represents a 66.5% premium to the last close of $38.64. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.67B and EPS of $3.48, reflecting an EPS decrease of 19.5%. Bristow Group has exceeded EPS estimates in 1 of the last 4 quarters, with next earnings scheduled for November 3, 2026.

VTOL forecast and price target →

Key risks and what to watch

  • A debt-to-equity ratio of 0.89 and net debt of $655.0M leave the business exposed to financing and interest rate pressures.
  • Free cash flow has been volatile due to high fleet reinvestment, including capital expenditures of $142.0M in FY2025.
  • Earnings visibility is mixed, with the company beating earnings estimates in only 1 of the last 4 quarters.
  • The stock is relatively volatile with a beta of 1.24 and was trading 11.8% below its 200-day moving average.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this VTOL AI stock analysis

This page is an AI-written research summary of Bristow Group Inc. (VTOL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: VTOL income statement, VTOL balance sheet, VTOL key metrics, VTOL analyst forecast, VTOL chart. See the VTOL stock overview for the latest quote and news.

VTOL AI stock analysis FAQ

What does Bristow Group do?

Bristow Group Inc. provides vertical flight aviation solutions, including helicopter and fixed-wing transportation for offshore energy firms and search and rescue operations for public sector agencies worldwide.

Does VTOL pay a dividend?

Yes, Bristow Group pays a quarterly dividend totaling $0.50 annually, which yields 1.29% with a payout ratio of 9.7%.

What are analysts' price targets for VTOL?

Covering analysts have established a mean price target of $64.33, implying an upside of 66.5% from the last closing price of $38.64.

How much debt does Bristow Group have?

As of June 30, 2026, Bristow Group held $969.7M in total debt and $314.8M in cash, resulting in net debt of $655.0M and a debt-to-equity ratio of 0.89.

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