Civeo Corporation

CVEO

$33.53

-0.68%

N/A-$0.23

산업재

전문화된 비즈니스 서비스

NYSE

활발히 거래 중

Civeo Corporation은 캐나다, 호주, 미국 전역의 자연자원 부문을 대상으로 포괄적인 접객 및 숙박 솔루션을 제공하는 데 특화되어 있습니다. 이 회사는 대규모 로지(lodge)와 ...

상류

Compass Group PLC

ATCO Ltd. (ATCO Structures)

Civeo's Indigenous & Local Procurement Partners (Canada)

Australian Local Food & Consumables Distributors

Kraft Heinz Company

Sysco Corporation

NYSE:SYY

Broadline food distributor – supplies food, kitchen supplies to Civeo's Canadian lodge network

US Foods Holding Corp.

NYSE:USFD

Broadline food distributor – supplies food and related products to Civeo's North American operations

Compass Group PLC

LSE:CPG

Food service and support services – competes but also sub-contracts catering personnel to Civeo in some regions

ATCO Ltd. (ATCO Structures)

TSX:ACO.X

Modular building manufacturer/supplier – provides prefabricated accommodation units and structures to Civeo's fleet

Civeo's Indigenous & Local Procurement Partners (Canada)

Various local suppliers for catering, laundry, cleaning services through Indigenous partnership programs (e.g., Fort McMurray First Nation suppliers)

하류

생산물을 소화하는 고객, 유통사, OEM 및 판매 채널.

하류

BHP Group Ltd.

Glencore plc

Anglo American plc

Rio Tinto Group

Suncor Energy Inc.

Canadian Natural Resources Ltd. (CNRL)

Imperial Oil Limited

BHP Group Ltd.

ASX:BHP

Largest customer – 6-year A$1.4B integrated services contract (announced Jan 2025) for catering, cleaning, maintenance at 11 villages in Western Australia (Pilbara iron ore). Also serves BHP's Bowen Basin coal operations. · 30.0%

Glencore plc

LSE:GLEN

Major metallurgical coal customer in the Bowen Basin, Queensland. Sourced through Civeo-owned villages and integrated services at Glencore mine sites (e.g., Hail Creek). · 10.0%

Anglo American plc

LSE:AAL

Metallurgical coal customer in Bowen Basin via Civeo-owned villages (Moranbah North, Grosvenor, Aquila, Capcoal regions). Assets were to be sold to Peabody Energy but deal scrapped Aug 2025. · 8.0%

Peabody Energy Corporation

NYSE:BTU

Customer in Bowen Basin after proposed (later scrapped) acquisition of Anglo American met coal assets. Some existing service relationships. · 4.0%

Rio Tinto Group

ASX:RIO

Customer for workforce accommodations in Pilbara iron ore region and Bowen Basin. Utilizes Civeo's villages and integrated services. · 7.0%

대체 기업

분석에서 대표로 사용하는 상장 비교 기업 및 모니터링 종목.

대체 기업

Target Hospitality Corp.

Black Diamond Group Ltd.

Dexterra Group Inc.

ATCO Ltd.

Aramark

Target Hospitality Corp.

NASDAQ:TH

Direct peer in workforce accommodations for natural resources, infrastructure, and data center construction in North America. Similar business model of owned lodges and integrated services.

Black Diamond Group Ltd.

TSX:BDI

Canadian peer providing modular workforce housing, lodging, and facility services to natural resource and industrial sectors across Canada, US, and Australia. Directly comparable business lines.

Dexterra Group Inc.

TSX:DXT

Canadian facilities management, workforce accommodations, and modular space provider. Competing in oil sands and remote site services segment.

ATCO Ltd.

TSX:ACO.X

Diversified Canadian company with ATCO Structures division providing modular workforce housing. Both competitor and potential supplier to Civeo.

Aramark

NYSE:ARMK

Large food and facilities management provider that competes with Civeo in integrated services at remote customer-owned sites in Canada.

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

Australia

Canada – Alberta Oil Sands

BHP Group Ltd.

Glencore plc

Anglo American plc

Suncor Energy Inc.

Canadian Natural Resources Ltd.

TC Energy Corporation

Australia

Single region dominance – Bowen Basin (Queensland) and Pilbara (Western Australia) represent ~72% of total revenue

BHP Group Ltd.ASX:BHPLargest customer via Pilbara integrated services and Bowen Basin villages

Glencore plcLSE:GLENMajor met coal customer in Bowen Basin

Anglo American plcLSE:AALMet coal customer in Bowen Basin

Canada – Alberta Oil Sands

~28% of revenue concentrated in Alberta oil sands and BC LNG projects; vulnerable to carbon policy, pipeline constraints, and oil price cycles

Suncor Energy Inc.TSX:SUMajor oil sands customer

Canadian Natural Resources Ltd.TSX:CNQMajor oil sands customer

TC Energy CorporationTSX:TRPCoastal GasLink pipeline accommodation services

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Customer

Critical

BHP is Civeo's single largest customer, representing an estimated ~30% of total revenue via the A$1.4B integrated services contract. Loss or renegotiation of this contract would materially impair revenue.

Other

Critical

Civeo's business is almost entirely dependent on the natural resource sector (oil sands, met coal, iron ore). A sustained downturn in commodity prices would reduce customer activity, occupancy, and revenue.

Other

High

Top 3 Australian customers (BHP, Glencore, Anglo American) likely account for >50% of Australia segment revenue. Top 3 Canadian customers (Suncor, CNRL, Imperial) likely account for >60% of Canada segment.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Australia – Owned Lodges & Villages (Bowen Basin / Pilbara)

50.4%

$0.3B

Drives demand for property maintenance, food/consumables procurement, housekeeping supplies, and utilities at Civeo-owned sites in Queensland and Western Australia.

Australia – Integrated Services (Customer-Owned Sites)

21.6%

$0.1B

Requires labor, catering, cleaning, and maintenance supplies delivered to customer-owned mining camps; lower capital intensity but higher labor/consumable exposure.

Canada – Owned Lodges & Modular Rentals (Oil Sands / LNG)

16.8%

$0.1B

Drives demand for modular building maintenance, food services, utilities, and janitorial supplies at lodges in Alberta oil sands region and BC LNG projects.

Canada – Integrated Services (Customer-Owned Sites)

11.2%

$0.1B

Requires catering, housekeeping labor, and consumables at customer-owned oil sands and pipeline construction camps.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

Plutux는 투자자문업자가 아닙니다. 시장 데이터와 AI가 생성한 분석은 정보 제공 및 교육 목적일 뿐 투자 자문이 아닙니다. 면책 조항

Civeo Corporation

CVEO 공급망

상류

Sysco Corporation

US Foods Holding Corp.

Compass Group PLC

ATCO Ltd. (ATCO Structures)

Civeo's Indigenous & Local Procurement Partners (Canada)

Australian Local Food & Consumables Distributors

Tyson Foods Inc.

Kraft Heinz Company

View More

하류

BHP Group Ltd.

Glencore plc

Anglo American plc

Peabody Energy Corporation

Rio Tinto Group

Suncor Energy Inc.

Canadian Natural Resources Ltd. (CNRL)

Imperial Oil Limited

View More

대체 기업

Target Hospitality Corp.

Black Diamond Group Ltd.

Dexterra Group Inc.

ATCO Ltd.

Aramark

지역

Australia

Canada – Alberta Oil Sands

CVEO 공급망

상류

Sysco Corporation

US Foods Holding Corp.

Compass Group PLC

ATCO Ltd. (ATCO Structures)

Civeo's Indigenous & Local Procurement Partners (Canada)

Australian Local Food & Consumables Distributors

Tyson Foods Inc.

Kraft Heinz Company

View More

하류

BHP Group Ltd.

Glencore plc

Anglo American plc

Peabody Energy Corporation

Rio Tinto Group

Suncor Energy Inc.

Canadian Natural Resources Ltd. (CNRL)

Imperial Oil Limited

View More

대체 기업

Target Hospitality Corp.

Black Diamond Group Ltd.

Dexterra Group Inc.

ATCO Ltd.

Aramark

지역

Australia

Canada – Alberta Oil Sands