Bristow Group Inc. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Bristow Group reported Q3 2026 total revenues of $437.9M (vs. $411.8M in Q2), net income of $27.7M or $0.93 per diluted share (vs. $21.2M/$0.70 in Q2), and Adjusted EBITDA of $89.6M (vs. $79.8M in Q2). The company acquired Berry Aviation (now Bristow Special Missions) on July 13, 2026, contributing $16.9M in Government Services revenues and $9.2M in Other Services revenues in Q3. Bristow repurchased 547,785 shares for $25.0M at an average price of $45.64 per share, declared a $0.125 per share dividend, and affirmed its 2026 Adjusted EBITDA guidance of $300–$320M. The company maintained $233.4M unrestricted cash and $287.3M total liquidity as of September 30, 2026.
Why this rating
Solid sequential growth driven partly by BSM acquisition; strong cash generation ($61M operating cash flow Q3) supports capital allocation. However, supply chain headwinds suppress near-term Government Services margins. Relative to ~$817M market cap, $26M sequential revenue gain and BSM integration are meaningful but not transformational—typical mid-tier aerospace consolidation. Guidance reaffirmed suggests execution confidence.
See more from November 3, 2026.
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