What does Civeo do and what are its main business segments?

What were the key takeaways from Civeo's earnings call?

What is the revenue and EPS growth rate for Civeo year over year?

What were the key takeaways from Civeo’s earnings call?

What is Civeo's gross profit margin?

What is Civeo's latest dividend and current dividend yield?

Did Civeo beat or miss consensus estimates last quarter?

What is the market's earnings forecast for Civeo next quarter?

- **Share Buyback Momentum**: 69% of 20% buyback authorization completed, with 100% of free cash flow allocated to repurchases.
- **Australia Resilience**: 7% revenue growth and 9% EBITDA expansion, despite met coal headwinds, with integrated services on track for AUD $500M by 2027.
- **Canada Turnaround**: 35% gross profit improvement through cost-cutting, positioning for mobile camp deployment in infrastructure projects.
- **Mobile Camp Growth**: 3,500 rooms available for deployment, targeting 2027-2028 projects with potential $5M-$30M incremental CapEx if demand materializes.

**【CEO Summary Section】**
- **Share Repurchase Progress**: Repurchased 1 million shares in Q3, completing 69% of the 20% buyback authorization. Net leverage ratio remains at 2.1x, with plans to use 100% of free cash flow for buybacks.
- **Australia Growth**: Australian revenues rose 7% YoY to $124.5M, driven by the acquisition of 4 Bowen Basin villages. Integrated services on track for AUD $500M by 2027, despite near-term softness in met coal demand.
- **Canada Cost-Cutting**: Canadian gross profit increased 35% YoY through 25% headcount reduction and operational streamlining. Focus shifting to deploying 3,500 mobile camp rooms for infrastructure projects.

**【CFO Financial Commentary】**
- **Q3 Financials**: Total revenue $170.5M, net loss $0.5M, adjusted EBITDA $28.8M. Australia EBITDA up 9% YoY to $26.7M; Canada EBITDA improved to $8M from $3.4M YoY.
- **Capital Structure**: Net debt $176M, liquidity $70M. Capital expenditures $5.6M (down 25% YoY), focused on maintenance and WiFi upgrades.

**【Q&A Highlights】**
- **2026 Outlook**: Australia expected to remain stable with integrated services growth; Canada lodge occupancy stabilizing, with mobile camp deployment as key growth driver.
- **Mobile Camp Deployment**: 2,500 deployable rooms and 1,000 attached to lodges targeting infrastructure projects in Canada and U.S. Potential 2027-2028 financial impact if projects win FIDs.
- **Cost Management**: Ongoing focus on operational efficiency in both regions; Australia faces staffing challenges but remains committed to integrated services expansion.

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