CVEO · NYSE · Travel Lodging

Civeo (CVEO)

Provides lodging and hospitality services for remote resource-sector workforces.

$33.96
vs last close−0.47 (−1.37%)
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Civeo CorporationCVEO
Consumer Discretionary

Provides workforce lodging and site services for resource-sector customers in Australia and Canada. Its Australia and Canada segments combine company- or customer-owned accommodations with catering, housekeeping, maintenance, utilities, security, and logistics services.

Remote workers use its lodging, catering and food service, housekeeping, laundry, maintenance, facility management, water and wastewater treatment, power, communications, security, and logistics services. Accommodations can be company-owned villages or customer-owned facilities.

Australia and Canada are the two reportable segments. The Australian platform includes mining regions and customer-site catering and managed services, while the Canadian business serves oil-sands and LNG markets.

The platform was expanded through Canadian lodges, a Western Australian catering business, and four Bowen Basin villages. Demand depends on customer activity in metallurgical coal, oil, iron ore, and LNG-producing regions and on the use of remote workforce accommodations.

Company facts

CEOBradley J. Dodson
ListedJun 2, 2014
ExchangeNYSE
HeadquartersHouston, TX
CountryUnited States
Employees2,700
CIK0001590584
ISINCA17878Y2078

Market cap$376.8M
EPS (ttm)−$1.17
P/E (ttm)−29.51
ROE-7.8%
P/B2.36
P/S0.5502
Dividend yieldDiv yield0.73%
Beta0.73vs XLY −0.08

Price target$51.00+48.1%Average of 10 analysts
ConsensusBuy8 of 10 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 4, 2026Raymond JamesInitiate
Rating: Target:
Rating: Strong BuyTarget: $51
Mar 4, 2026Stifel NicolausTarget
Target: $33
Target: $37
Feb 5, 2026Stifel NicolausTarget
Target: $28
Target: $33

Next report
Oct 30, 26
in 38 days
EPS estimate
−$0.22
Revenue estimate
$173.9M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Mar '26May '26Jul '26Oct '26
Reported−$0.88−$0.72−$0.25−$0.04−$0.56−$0.34−$0.23Pending
Estimate−$0.27−$0.78−$0.03$0.20−$0.41−$0.61−$0.30−$0.22
Surprise−225.9%+7.7%−733.3%−120.0%−36.6%+44.3%+23.3%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Mar '26May '26Jul '26Oct '26
Reported$151.0M$144.0M$162.7M$170.5M$161.6M$172.7M$180.0MPending
Estimate$176.7M$148.1M$178.7M$173.5M$170.2M$154.7M$172.2M$173.9M
Surprise−14.6%−2.8%−8.9%−1.8%−5.0%+11.6%+4.6%
Estimate−$0.22
ReportedDue Oct 30, 2026
Estimate$173.9M
ReportedDue Oct 30, 2026
View details

Debt to equity139.00%
Current ratio188.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$176.3M$151.0M$144.0M$162.7M$170.5M$161.6M$172.7M$180.0M
Net income−$5.1M−$15.1M−$9.8M−$3.3M−$455.0K−$6.5M−$3.8M−$2.5M
Net margin0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$44.0K−$10.0M−$5.5M$2.8M$5.7M−$135.0K$2.8M$5.1M
YoY growth−99.7%Turned lossLoss widened−78.6%+12,781.8%Loss narrowedTurned profit+81.9%

Balance sheet, Jun 30, 2026Cash & short-term investments $20.6M · Total debt $221.5M · Total assets $487.9M · Shareholders' equity $159.4M

Revenue
$180.0M
Operating income
$5.1M
Net income
−$2.5M
View details

Dividend yield
0.73%
Next ex-date
Feb 24, 27
estimated · in 155 days
Annual dividend
$0.25
per share
Schedule
Annual
one payment a year

HistoryDividendAnnual yield

Sep '23Nov '23Feb '24May '24Aug '24Nov '24Feb '25
Dividend$0.25$0.25$0.25$0.25$0.25$0.25$0.25
Annual yield1.20%2.16%3.35%4.19%3.67%4.18%3.75%
Ex-dateSep 14Nov 24Feb 23May 23Aug 26Nov 25Feb 24
Payment dateSep 29Dec 18Mar 18Jun 17Sep 16Dec 16Mar 17
View details

Institutions≈ 91.32%9.44M shares
103 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders6.01%620.9K shares
12 holders · as of May 28, 2026
Other≈ 2.67%276.0K shares
remainder

10.34M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Horizon Kinetics Asset Management LLCInstitution
22.16%2.29Mas of Jun 30, 2026
TCW Group IncInstitution
7.17%741,045as of Jun 30, 2026
Engine Capital Management, LPInstitution
6.64%686,315as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
6.27%647,986as of Jun 30, 2026
American Century Companies IncInstitution
6.19%640,269as of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 6, 2026Peter McCannofficer: SVP, Australia−4,000$28.64
Feb 18, 2026Engine Capital Management, LP10 percent owner−9,169$29.03
Feb 13, 2026Engine Capital Management, LP10 percent owner−417,015$28.80
View details

  • Aramark

    Food and facilities-services competitor at customer-owned remote sites

Compare

CompanyPriceChange
Civeo$33.96−1.37%$376.8M0.6+10.7%
Aramark$56.67+0.34%$14.85B39.521.50.7+8.6%
Median39.521.50.7+8.6%