Logotype for Archer

Archer (ARCH) investor relations material

Archer Pareto Securities' 32nd Annual Energy Conference Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Archer
Pareto Securities' 32nd Annual Energy Conference Presentation summary10 Sep, 2025

Financial performance and growth

  • Revenue projected to reach $1,300–$1,350 million in 2025, with an 11% CAGR since 2022.

  • EBITDA expected at $145–$155 million in 2025, reflecting a 21% CAGR.

  • Leverage ratio reduced from 5.3x in 2022 to a target of 2.2x–2.5x in 2025.

  • Record 2024 financials achieved, supported by a $50 million private placement and acquisition of WFR.

  • Cash contribution projected at $90–$110 million in 2025, with a 20% CAGR.

Shareholder returns and capital allocation

  • Quarterly cash distributions of ~$5.5 million initiated in Q2 and Q3 2025, with a target to increase over time.

  • Annualized per share distribution at NOK 2.48, yielding ~10%.

  • $425 million debt refinancing completed and first cash distributions to shareholders made.

  • Capital allocation strategy targets a long-term leverage ratio of 1.5–2.0x and capex at 3–4% of revenue.

  • Focus on selective, accretive bolt-on acquisitions and regular, sustainable shareholder returns.

Business segments and market positioning

  • ~90% of revenue comes from brownfield operations and plug & abandonment (P&A) services.

  • Well Services, Platform Operations, Land Drilling, and Renewable Services are key business units.

  • Market leader in North Sea P&A, with significant contracts from Equinor and Repsol.

  • Land Drilling in Argentina remains cash positive despite reduced activity, with growth expected to rebound in 2026.

  • Exposure to least cyclical parts of oil & gas, supporting stable demand and resilient business model.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Archer earnings date

Logotype for Archer
Q3 202528 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Archer earnings date

Logotype for Archer
Q3 202528 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Archer Limited is an oilfield services company that provides drilling and well services to the oil and gas industry. The company offers a range of services, including platform drilling, land drilling, well intervention, and specialized tools for well integrity and maintenance. Archer supports clients throughout the lifecycle of oil and gas wells, helping to optimize performance and extend the operational life of wells. The company is headquartered in Hamilton, Bermuda, and its shares are listed on the Oslo Stock Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage