Archer Ltd (OSL:ARCH)
kr 22.95 -0.050 (-0.22%) Market Cap: 2.08 Bil Enterprise Value: 6.83 Bil PE Ratio: 0 PB Ratio: 1.01 GF Score: 53/100
Back to the Transcripts List

Q1 2025 Archer Ltd Earnings Call Transcript

May 15, 2025 / 08:30 AM GMT
Release Date Price: kr23.4 (-2.50%)

Key Points

Positve
  • Archer Ltd (ARHVF) has announced the initiation of dividend payments, starting with $5.5 million for Q2, reflecting strong cash flow and financial health.
  • The company has achieved significant growth, with a 24% increase in revenue since 2022, driven by both organic growth and mergers and acquisitions.
  • Archer Ltd (ARHVF) has successfully refinanced with a new $425 million secured bond, providing financial stability and a lower leverage ratio.
  • The company has secured several large contracts, enhancing visibility and deepening customer relationships, particularly in well services and platform operations.
  • Archer Ltd (ARHVF) is expanding into renewable services, generating over $100 million in revenue with a 10% margin, and is cash positive in this segment.
Negative
  • The company is experiencing a reduction in revenue guidance due to decreased activity in Argentina, impacting approximately 5% of global revenue.
  • Archer Ltd (ARHVF) is undergoing restructuring in Argentina, resulting in a reduction of 500 employees and a $75 million annual revenue decrease.
  • Working capital has seen an unfavorable development in Q1, with accounts receivable days outstanding increasing from 47 to 52 days.
  • There are uncertainties regarding the timing and accounting of one-off expenses related to restructuring in Argentina, which may continue into Q2.
  • The company faces challenges in maintaining cash flow from Argentina due to ongoing restructuring and investment in new growth areas.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARCHA.OL - Archer Ltd
Q1 2025 Archer Ltd Earnings Call
May 15, 2025 / 08:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning, everyone, and welcome to this first quarter 2025 result announcement from Archer.

Today we have the pleasure of, having, CEO, Doug, Skinlo and the CFO Espanyanga with us who will take us, through the report.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Doug, the world is yours.

Thank you and good morning everyone, and thank you to Artik for hosting the streaming today.

I would they go through The first quarter of 2025, give you some color on that and TRY to take questions along or at the end, I think, so please.

Please feel free to ask
Already have an account? Log in
Get the full story
Start 7-Day Free Trial
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.