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Set in Stone: The Story of Richemont
From a South African tobacco company to Cartier, a deep dive into how Richemont built one of the world's leading hard luxury empires.
Constellation Oil Services
Constellation Oil Services (COSH) investor relations material
Constellation Oil Services Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary10 Jun, 2026
Market leadership and operational scale
Holds approximately 25% market share in Brazil's ultra-deepwater offshore drilling sector, with over 800 offshore wells and 2 million meters drilled in 46 years.
Operates one of the largest offshore hubs globally, with 9 rigs based in a single location, supporting high fleet utilization and predictable cash flows.
Financial performance and shareholder returns
Achieved significant backlog growth to $2.7bn, driven by contract repricing and new agreements, notably the Renecon contract.
Adjusted EBITDA increased by 58% over three years, reaching $350–385m guidance for 2026.
Initiated shareholder distributions with a $100m annualized baseline dividend starting in 2026, and completed first $25m payment.
Net leverage reduced from 1.8x to 1.6x, targeting below 1.0x by 2027.
Contract backlog and fleet status
Maintains a robust $2.7bn contract backlog, providing 24 rig years of coverage and high contract coverage rates through 2028.
Major clients include Petrobras, Karoon, and Brava Energia, with contract coverage as high as 95% for some rigs.
Dividend scalability relative to leverage
Contracting plans for Lone Star and Atlantic Star
Impact of FPSO pipeline on UDW rig demand
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Latest events from Constellation Oil Services
- Q1 2026 delivered record EBITDA, 65% revenue growth, and a $2.7B contract backlog.COSH
Q1 202628 May 2026 - Operational excellence, financial strength, and innovation drive growth in Brazil's offshore sector.COSHCorporate presentation28 May 2026
- Strong backlog, high utilization, and disciplined capital allocation drive sustainable growth.COSHInvestor presentation13 Apr 2026
- 2025 adjusted EBITDA rose 37% above guidance, with strong backlog and robust 2026 outlook.COSHQ4 202524 Mar 2026
- Strong market share, robust backlog, and disciplined capital allocation drive sustainable returns.COSHInvestor presentation24 Mar 2026
- Backlog reached $1.6B, with improved EBITDA, 98% uptime, and major recapitalization reducing net debt.COSHQ3 202423 Feb 2026
- Q3 2025 saw strong revenue, high uptime, and a $1.9B backlog, boosting 2025 guidance.COSHQ3 202523 Feb 2026
- 97% uptime, $2.1B backlog, and 41% EBITDA margin mark a standout 2024.COSHQ4 202421 Dec 2025
- Q2 2025 saw $55M EBITDA, 40% margin, $2B backlog, and improved cash and debt metrics.COSHQ2 202523 Nov 2025
Next Constellation Oil Services earnings date
Q2 202620 Aug, 2026
Constellation Oil Services
Next Constellation Oil Services earnings date
Q2 202620 Aug, 2026
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Amina0781App Store
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