Bristow Group (VTOL) Valuation Check As Upsized US$500 Million Notes Refinancing Reshapes Its Balance Sheet

Simply Wall St.

Jan 16

Bristow Group (VTOL) shares reacted to news that the company increased the size of its planned private offering of senior secured notes to $500 million. The proceeds are earmarked to refinance 2028 ...

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The proceeds are earmarked to refinance 2028 ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-vtol/bristow-group/news/bristow-group-vtol-valuation-check-as-upsized-us500-million\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bristow Group (VTOL) Valuation Check As Upsized US$500 Million Notes Refinancing Reshapes Its Balance Sheet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBristow Group (VTOL) Valuation Check As Upsized US$500 Million Notes Refinancing Reshapes Its Balance Sheet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/energy/nyse-vtol/bristow-group/news/bristow-group-vtol-valuation-check-as-upsized-us500-million><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bristow Group (VTOL) shares reacted to news that the company increased the size of its planned private offering of senior secured notes to $500 million. The proceeds are earmarked to refinance 2028 ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-vtol/bristow-group/news/bristow-group-vtol-valuation-check-as-upsized-us500-million\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4179","symbol_name":"石油天然气设备与服务","start_time":0,"source_url":"https://simplywall.st/stocks/us/energy/nyse-vtol/bristow-group/news/bristow-group-vtol-valuation-check-as-upsized-us500-million","article_id":"2603495153","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/1022000-choice1-main-header/1585186551056"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/energy/nyse-vtol/bristow-group/news/bristow-group-vtol-valuation-check-as-upsized-us500-million","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603495153","pubTimestamp":1768524450,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Bristow Group (VTOL) shares reacted to news that the company increased the size of its planned private offering of senior secured notes to $500 million. The proceeds are earmarked to refinance 2028 debt and support general corporate purposes.\nSee our latest analysis for Bristow Group.\nThe upsized notes offering comes at a time when momentum in Bristow Group’s share price has been firming, with a 30-day share price return of 12.81% and a year-to-date share price return of 9.67%. The 1-year...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4179":"石油天然气设备与服务","VTOL":"Bristow Group Inc.","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc"},"translate_title":"布里斯托集团(VTOL)5亿美元票据再融资重塑其资产负债表，进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VTOL":1.5,"DCF":1},"content_text":"Bristow Group (VTOL) shares reacted to news that the company increased the size of its planned private offering of senior secured notes to $500 million. The proceeds are earmarked to refinance 2028 debt and support general corporate purposes. See our latest analysis for Bristow Group. The upsized notes offering comes at a time when momentum in Bristow Group’s share price has been firming, with a 30-day share price return of 12.81% and a year-to-date share price return of 9.67%. The 1-year total shareholder return of 12.65% and 3-year total shareholder return of 41.89% indicate that investors have been rewarded over a longer horizon. If this refinancing story has you thinking about opportunities tied to defense spending and mission critical services, it could be a good moment to look at aerospace and defense stocks for more potential ideas. With VTOL at US$40.95, modestly below an average analyst price target of US$45 and carrying a low value score of 2, is the refinancing progress still underappreciated here, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 13.8% Undervalued The most followed narrative places Bristow Group's fair value at US$47.50, above the last close at US$40.95, and builds a case around long term contract visibility and offshore transport demand. The ramp-up and full transition of new long-term government search and rescue contracts in Ireland and the UK are expected to contribute materially to earnings from 2026 onward, ensuring high revenue visibility and stable, recurring cash flows over the next decade. Demand for offshore helicopter transport remains robust as oil and gas companies increase focus on longer-cycle offshore projects, supported by limited fleet capacity and high utilization rates globally; this environment supports steady top-line growth and firm pricing, which should bolster revenues and margins. Read the complete narrative. Curious how steady contract cash flows, moderated margins, and a higher future P/E all feed into that target price? The full narrative lays out the earnings path, revenue base, and discount rate that underpin this fair value. Result: Fair Value of $47.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still a chance that persistent cost pressure and supply chain delays on aircraft and parts could squeeze margins just as new contracts ramp up. Find out about the key risks to this Bristow Group narrative. Another Way Of Looking At Value That analyst narrative points to Bristow Group trading below a fair value of US$47.50. Our DCF model tells a very different story, with an estimated fair value of US$6.79 compared with the current US$40.95 share price. This suggests the stock may be expensive rather than cheap. Which set of assumptions do you find more realistic? Look into how the SWS DCF model arrives at its fair value. VTOL Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Bristow Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 868 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Bristow Group Narrative If you are not convinced by these viewpoints or you would rather lean on your own research, you can build a custom thesis in minutes with Do it your way. A great starting point for your Bristow Group research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If VTOL has caught your attention, do not stop there. The wider market holds plenty of other themes that could fit your portfolio and time horizon.  Target potential mispricings by scanning these 868 undervalued stocks based on cash flows that match your view on quality and price. Tap into long term technology shifts by checking out these 24 AI penny stocks that are linked to real business models, not just headlines. Strengthen your income stream by reviewing these 12 dividend stocks with yields > 3% and see which companies line up with your yield and risk comfort.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Bristow Group might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}