Archrock vs Bristow Group
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The short version
- Bristow Group is the larger business, with $1.5B of revenue in fiscal 2025 against $1.5B for Archrock.
- Archrock grew revenue faster (28.7%, against 5.3%).
- Archrock turned more of its sales into free cash flow (8.0% FCF margin, against 3.8%).
- Archrock earned a higher return on the capital invested in it (12.1%, against 9.8%).
- Investors pay more for each dollar of Archrock’s earnings: a P/E of 15.7x against 11.7x for Bristow Group.
| Latest fiscal year | AROC · FY25 | VTOL · FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.1B | $1.2B |
| Revenue | $1.5B | $1.5B |
| Free cash flow | $120M | $56.4M |
| Net income | $322M | $129M |
| Growth | ||
| Revenue growth | 28.7% | 5.3% |
| 5-year growth | 11.2% | 45.8% |
| Share count change | 7.6% | 1.1% |
| Profitability | ||
| Gross margin | 48.6% | — |
| Operating margin | — | 10.7% |
| Net margin | 21.6% | 8.7% |
| FCF margin | 8.0% | 3.8% |
| Return on capital | 12.1% | 9.8% |
| Return on equity | 22.9% | 13.2% |
| Balance sheet | ||
| Net debt | $2.4B | $385M |
| Net debt / EBITDA | 2.9x | 1.7x |
| Dividends and buybacks | $212M | $15.2M |
| Valuation & quality | ||
| P/E | 15.7x | 11.7x |
| Piotroski F-score | 7 | 6 |
FY16
AROC $807M
VTOL $247M
FY17
AROC $795M
VTOL $231M
FY18
AROC $904M
VTOL $222M
FY19
AROC $966M
VTOL $226M
FY20
AROC $875M
VTOL —
FY21
AROC $782M
VTOL $1.2B
FY22
AROC $846M
VTOL $1.2B
FY23
AROC $990M
VTOL $1.3B
FY24
AROC $1.2B
VTOL $1.4B
FY25
AROC $1.5B
VTOL $1.5B
AROC
VTOL
FY16
AROC —
VTOL −1.4%
FY17
AROC —
VTOL −59.0%
FY18
AROC —
VTOL 12.7%
FY19
AROC —
VTOL −1.5%
FY20
AROC —
VTOL —
FY21
AROC —
VTOL —
FY22
AROC —
VTOL —
FY23
AROC —
VTOL 4.7%
FY24
AROC —
VTOL 9.4%
FY25
AROC —
VTOL 10.7%
AROC
VTOL
FY16
AROC $157M
VTOL $19.3M
FY17
AROC −$20.0M
VTOL $3.3M
FY18
AROC −$93.2M
VTOL $45.1M
FY19
AROC −$95.1M
VTOL $21.0M
FY20
AROC $195M
VTOL —
FY21
AROC $140M
VTOL $82.0M
FY22
AROC −$36.4M
VTOL $92.8M
FY23
AROC $11.6M
VTOL −$49.5M
FY24
AROC $70.6M
VTOL −$78.0M
FY25
AROC $120M
VTOL $56.4M
AROC
VTOL
FY16
AROC −0.2%
VTOL −0.4%
FY17
AROC 1.7%
VTOL −16.4%
FY18
AROC 4.7%
VTOL 3.7%
FY19
AROC 7.6%
VTOL −0.5%
FY20
AROC 1.0%
VTOL —
FY21
AROC 5.7%
VTOL —
FY22
AROC 4.9%
VTOL 2.5%
FY23
AROC 7.7%
VTOL 2.7%
FY24
AROC 8.8%
VTOL 9.8%
FY25
AROC 12.1%
VTOL 9.8%
AROC
VTOL
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.