Earnings Call Summary | Bristow(VTOL.US) Q4 2023 Earnings Conference
Earnings Call Summary | Bristow(VTOL.US) Q4 2023 Earnings Conference
The following is a summary of the Bristow Group Inc. (VTOL) Q4 2023 Earnings Call Transcript:
以下是布里斯托集团公司（VTOL）2023年第四季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Bristow Group's Q4 2023 adjusted EBITDA was $46 million, down from $56.6 million in Q3 2023, but total EBITDA for H2 2023 was higher than H1 at $102.6 million.
Operating revenues declined by $0.7 million due to lower utilization in Government Services and Fixed Wing business, counterbalanced by increases in Offshore Energy Services.
Operating expenses heightened by $8.8 million due to rising fuel, lease, equipment, repair, and maintenance costs.
Revised EBITDA guidance for 2023 is now $165 million to $175 million, with full-year results yielding $171 million.
The financial outlook for 2024 estimates an EBITDA range of $190 million to $220 million -- a 20% increase over 2023.
As of year-end 2023, Bristow's liquidity stood at $251 million.
布里斯托集团2023年第四季度调整后的息税折旧摊销前利润为4600万美元，低于2023年第三季度的5,660万美元，但2023年下半年的总息税折旧摊销前利润高于上半年，为1.026亿美元。
由于政府服务和固定翼业务的利用率降低，运营收入下降了70万美元，而海上能源服务的增长抵消了这一点。
由于燃料、租赁、设备、维修和维护成本的增加，运营费用增加了880万美元。
修订后的2023年息税折旧摊销前利润预期目前为1.65亿美元至1.75亿美元，全年业绩为1.71亿美元。
2024年的财务前景估计，息税折旧摊销前利润在1.9亿美元至2.2亿美元之间，比2023年增长20％。
截至2023年底，布里斯托的流动性为2.51亿美元。
Business Progress:
业务进展：
Bristow was awarded a €670 million contract for the Irish Coast Guard, enhancing its existing contract roster.
Operations for the Irish Coast Guard and the UK's new SAR2G contract are set to launch in 2024.
Anticipated multi-year growth cycle in offshore energy services operations starting H2 of 2023.
Designed upgrade of fleet with orders for 10 AW189 helicopters - known for their efficiency, safety, lower operating costs, and reduced emissions - with options for another 10 aircraft.
Continued experience of supply chain challenges, especially for S92 aircraft parts, has impacted servicing efficiencies.
Planning a $300 million investment in 2024 for 11 new helicopters.
Bristow has initiated new projects in Brazil, Norway, and the Gulf of Mexico in 2023.
The long-term contracts from U.K. and Ireland will provide a steady cash flow post the investment phase.
布里斯托获得了爱尔兰海岸警卫队6.7亿欧元的合同，从而增强了其现有的合同名单。
爱尔兰海岸警卫队和英国新的 SAR2G 合同的运营定于2024年启动。
预计海上能源服务业务的多年增长周期将从2023年下半年开始。
设计了机队升级，订购了 10 架 AW189 直升机，这些直升机以其效率、安全性、较低的运营成本和减少的排放而闻名，并可选择再购买 10 架飞机。
供应链挑战的持续经历，尤其是S92飞机零件的挑战，影响了服务效率。
计划在2024年投资3亿美元购买11架新直升机。
布里斯托已于2023年在巴西、挪威和墨西哥湾启动了新项目。
来自英国和爱尔兰的长期合同将在投资阶段后提供稳定的现金流。
More details: Bristow IR
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