Colby Fassa's questions to Bristow Group Inc (VTOL) leadership • Q4 2024
Question
Colby Fassa, an analyst, asked if the compression in offshore energy equity multiples has created more M&A opportunities for Bristow. He also inquired about the potential impact of tariffs on the company's supply chain and its upcoming new aircraft deliveries.
Answer
President and CEO Chris Bradshaw acknowledged the market dynamics and stated that Bristow continuously evaluates a finite number of M&A opportunities, referencing the company's track record with the Era merger. On tariffs, Bradshaw noted the importance of the issue for their international supply chain but confirmed that the prices for their new H135 and AW189 aircraft deliveries are fixed and firm, so they will not be impacted by new tariffs.