US · Energy · Oil & Gas Equipment & Services
EPS came in at 0.43 against a street estimate of 0.32 — a beat of 34.4%.
Analysts rate Tidewater Inc a hold (2 buy, 5 hold, 1 sell out of 8) with an average price target of $94.88.
CONFIDENT TDW beat Q2 expectations on strong day rates (+7.5% sequential) and utilization despite Middle East conflict costs. Closing Wilsons acquisition Sept 1; net leverage ~0.8x post-close. Tendering activity accelerating globally; expecting $3–4K/day rate growth through 2027–28. Q2 2026 Europe led on day rate strength (+11%) and utilization (+8 pts). Middle East held utilization/rates despite conflict drag. Africa saw utility pressure; Americas and APAC consolidating before expected acceleration. Analysts pressed management on market momentum, cost recovery tactics, and M&A appetite. Executives reaffirmed bullish bias, detailed labor/insurance mitigation for Middle East, and emphasized strategic (not scale-driven) acquisition approach. No major pushback; tone remained confident throughout. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.56% |
| Neuberger Berman Group LLC | 6.57% |
| T. Rowe Price Associates, Inc. | 6.45% |
| Robotti Robert | 5.84% |
| Vanguard Portfolio Management, LLC | 5.28% |
| Dimensional Fund Advisors, Inc. | 4.18% |
| State Street Corp | 3.92% |
| Vanguard Capital Management, LLC | 3.90% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 TIDEWATER INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition completed August 31, 2026: Tidewater Inc. acquired Wilson, Sons Ultratug Participaç | 2026-08-31 |
| Quarterly report · Q2 2026 TIDEWATER INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6M 2026): $668.5 million vs. $674.9 million (6M 2025) — down 0.9% • Net Inco | 2026-08-03 |
| Results announced · Q3 2026 TIDEWATER INC. – EARNINGS SUMMARY FOR RETAIL INVESTORS --- HEADLINE NUMBERS • Q2 2026 Revenue: $342.3 million, up 4.9% from Q1 2026 ($326.2 million | 2026-08-03 |
| Company announcement · Q2 2026 TIDEWATER INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition price: $500,000,000 in cash on debt-free, cash-free basis • Target companies' debt: | 2026-07-06 |
| Board / officer change · Q2 2026 TIDEWATER INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Shares outstanding (record date April 17, 2026): 49,729,815 common shares • Meeting attendance: | 2026-06-18 |
| Quarterly report · Q1 2026 TIDEWATER INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 2026): $326.2 million vs. $333.4 million (Q1 2025) – down 2.2% • Vessel R | 2026-05-04 |
| Proxy statement · Q2 2026 TIDEWATER INC. PROXY STATEMENT SUMMARY CEO COMPENSATION • Quintin V. Kneen total compensation for 2025: specific amount not stated in provided docum | 2026-04-28 |
| Annual report FY2025 TIDEWATER INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total vessels operated: 208 vessels serving customers in over 30 countries as | 2026-03-02 |
Readable in the app.
| Announcement | Date |
|---|---|
| Amended and restated sale and purchase agreement for target companies acquisition Tidewater Inc. completed its acquisition of marine services companies from Wilson Sons, Ultranav, and Remolcadores Ultratug for $500 million (on a debt-free, cash-free basis). The company pa | 2026-08-31 |
| 2026 revenue and gross margin guidance updated; share repurchase program active Tidewater Inc., a marine services company, reported Q2 2026 results with revenue of $342.3 million (up 4.9% from Q1 2026) and net income of $21.7 million. Key performance metrics improved: a | 2026-08-03 |
| Acquisition of Wilson Sons Ultratug and Atlantic Offshore Services for $500M Tidewater Inc. is acquiring two Brazilian offshore service companies (Wilson Sons Ultratug and Atlantic Offshore Services) for $500 million in cash on a debt-free basis. The deal, announced | 2026-07-06 |
| Reiterates 2026 revenue guidance of $1.43-$1.48 billion Tidewater Inc., a marine vessel services company, reported Q1 2026 results showing mixed near-term performance but improving long-term outlook. Revenue declined 2.2% to $326.2 million year-o | 2026-05-04 |
| 2026 revenue and gross margin guidance updated; $500M share repurchase authorization Tidewater Inc., an offshore vessel services company, reported strong 2025 results despite an anticipated industry downturn. Full-year revenue grew 0.5% to $1.35 billion, with average day rat | 2026-03-02 |
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Google PlayApp StoreData updated 2026-09-18.