View ValuationTidewater 将来の成長Future 基準チェック /36Tidewater利益と収益がそれぞれ年間9%と9.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.2% 8.3%なると予測されています。主要情報9.0%収益成長率8.33%EPS成長率Energy Services 収益成長0%収益成長率9.9%将来の株主資本利益率15.18%アナリストカバレッジGood最終更新日05 Jun 2026今後の成長に関する最新情報お知らせ • May 06Tidewater Inc. Reiterates Earnings Guidance for the Year 2026Tidewater Inc. reiterated earnings guidance for the year 2026. For the year, the company is comfortable reiterating 2026 revenue guidance of $1.43 billion to $1.48 billion.お知らせ • Mar 03Tidewater Inc. Updates Earnings Guidance for the Year 2026Tidewater Inc. updated earnings guidance for the year 2026. For the year, the company now expects revenue to be in between $1.43 billion to $1.48 billion.お知らせ • Nov 11Tidewater Inc. Updates Earnings Guidance for the Year 2025 and Initiates Earnings Guidance for the Year 2026Tidewater Inc. updated earnings guidance for the year 2025 and initiated earnings guidance for the year 2026. For the year 2025, the company expects revenue in the range of 1.33 billion to $1.35 billion and full-year margin guidance to 49% to 50%. For the year 2026, the company expects revenue in the range of 1.32 billion to $1.37 billion and full-year 2026 margin guidance of 48% to 50%.お知らせ • Aug 05+ 1 more updateTidewater Inc. Re-Iterates Earnings Guidance for the Full Year 2025Tidewater Inc. re-iterated earnings guidance for the full year 2025. For the year, the company expects guidance of $1.32 billion to $1.38 billion of revenue.お知らせ • May 06Tidewater Inc. Reiterates Earnings Guidance for the Year 2025Tidewater Inc. Reiterated earnings guidance for the year 2025. For the year, the company expects revenue of $1.32 billion to $1.38 billion and gross margin guidance of 48% to 50%.お知らせ • Feb 28Tidewater Inc. Provides Earnings Guidance for the Year 2025Tidewater Inc. provided earnings guidance for the year 2025. For the year, the company expects revenue of $1.32 billion to $1.38 billion.すべての更新を表示Recent updatesReported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.12 (vs US$0.83 in 1Q 2025)First quarter 2026 results: EPS: US$0.12 (down from US$0.83 in 1Q 2025). Revenue: US$326.2m (down 2.2% from 1Q 2025). Net income: US$6.14m (down 86% from 1Q 2025). Profit margin: 1.9% (down from 13% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Global Energy Services industry.お知らせ • May 06Tidewater Inc. Reiterates Earnings Guidance for the Year 2026Tidewater Inc. reiterated earnings guidance for the year 2026. For the year, the company is comfortable reiterating 2026 revenue guidance of $1.43 billion to $1.48 billion.お知らせ • Apr 30Tidewater Inc., Annual General Meeting, Jun 16, 2026Tidewater Inc., Annual General Meeting, Jun 16, 2026.お知らせ • Apr 28Tidewater Inc. to Report Q1, 2026 Results on May 04, 2026Tidewater Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 20Darron M. Anderson Announces Not Stand for Re-Election to the Board of Tidewater IncOn March 17, 2026, Darron M. Anderson notified the Board of Directors (the “Board”) of Tidewater Inc. (the “Company”) of his intent to not stand for reelection as a Director of the Board at the Company’s 2026 Annual Meeting of Stockholders (the “2026 Annual Meeting”). Mr. Anderson’s decision not to stand for reelection did not result from any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Mr. Anderson will continue his role as Director and member of the Audit Committee and Safety & Sustainability Committee of the Board until the expiration of his current term at the 2026 Annual Meeting. In connection with Mr. Anderson’s resignation as a director, the size of the Board of Directors will be reduced from eight to seven Directors.New Risk • Mar 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 9.1% per year for the foreseeable future.お知らせ • Mar 03Tidewater Inc. Updates Earnings Guidance for the Year 2026Tidewater Inc. updated earnings guidance for the year 2026. For the year, the company now expects revenue to be in between $1.43 billion to $1.48 billion.Board Change • Mar 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 27Tidewater Inc. to Report Q4, 2025 Results on Mar 02, 2026Tidewater Inc. announced that they will report Q4, 2025 results After-Market on Mar 02, 2026お知らせ • Feb 23Tidewater Inc. (NYSE:TDW) entered into a definitive agreement to acquire Wilson, Sons Ultratug Participações S.A. from Wilson Sons S.A., Ultranav International II, S.A., and Remolcadores Ultratug Ltda for $500 million.Tidewater Inc. (NYSE:TDW) entered into a definitive agreement to acquire Wilson, Sons Ultratug Participações S.A. from Wilson Sons S.A., Ultranav International II, S.A., and Remolcadores Ultratug Ltda for $500 million on February 22, 2026. Tidewater Inc. will pay an aggregate cash purchase price of $500 million on a debt free, cash free basis, subject to adjustments, including the assumption of WSUT’s existing debt. It is also anticipated that WSUT’s existing debt of approximately $261 million (as of September 30, 2025) provided by BNDES and Banco do Brasil will be rolled over as part of the Transaction. The Transaction was unanimously approved by Tidewater’s Board of Directors and subject to required regulatory approvals and other customary closing conditions including approval from the Brazilian Antitrust Authority (CADE). The expected completion of the transaction is late in the second quarter of 2026. Piper Sandler Companies (NYSE:PIPR) acted as financial advisor, Skadden, Arps, Slate, Meagher & Flom LLP and Machado, Meyer, Sendacz e Opice acted as legal advisor for Tidewater Inc.Board Change • Feb 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 11Tidewater Inc. Updates Earnings Guidance for the Year 2025 and Initiates Earnings Guidance for the Year 2026Tidewater Inc. updated earnings guidance for the year 2025 and initiated earnings guidance for the year 2026. For the year 2025, the company expects revenue in the range of 1.33 billion to $1.35 billion and full-year margin guidance to 49% to 50%. For the year 2026, the company expects revenue in the range of 1.32 billion to $1.37 billion and full-year 2026 margin guidance of 48% to 50%.お知らせ • Nov 04Tidewater Inc. to Report Q3, 2025 Results on Nov 10, 2025Tidewater Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025Board Change • Sep 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$1,153, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Energy Services industry globally.Board Change • Aug 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$1.47 (vs US$0.96 in 2Q 2024)Second quarter 2025 results: EPS: US$1.47 (up from US$0.96 in 2Q 2024). Revenue: US$341.4m (flat on 2Q 2024). Net income: US$72.9m (up 45% from 2Q 2024). Profit margin: 21% (up from 15% in 2Q 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Global Energy Services industry.お知らせ • Aug 05+ 1 more updateTidewater Inc. Re-Iterates Earnings Guidance for the Full Year 2025Tidewater Inc. re-iterated earnings guidance for the full year 2025. For the year, the company expects guidance of $1.32 billion to $1.38 billion of revenue.お知らせ • Jul 29Tidewater Inc. to Report Q2, 2025 Results on Aug 04, 2025Tidewater Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025Board Change • Jul 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 08Tidewater Inc. Appoints Piers Middleton as Executive Vice President and Chief Operating Officer, Effective July 1, 2025On June 30, 2025, Tidewater Inc. announced that Piers Middleton, 52, has been named Executive Vice President and Chief Operating Officer of the Company, effective July 1, 2025. From June 2024 until his appointment, Mr. Middleton, served as the Company’s Executive Vice President and Chief Commercial Officer. From June 2023 until June 2024, he served as the Company’s Senior Vice President and Chief Commercial Officer, and from September 2020 until June 2023, he served as the Company’s Vice President, Sales and Marketing. Prior to joining the Company, Mr. Middleton was a Managing Director at Clarksons PLC (London: CKN), a global company providing various services in the maritime industry, including brokering, finance, port services and research, where he founded and lead the global Offshore & Newbuilding Divisions for over 19 years. He began his career in 1996 with Derrick Offshore Ltd., which was a leading international shipbroker specializing in the offshore energy and subsea cable industries that merged with Pareto JGO Shipbrokers in 2014. Mr. Middleton has a Bachelor of Arts with Honors in Ancient History and Classical Archaeology from the University of Warwick in the UK, completed the Corporate Governance Program at UCLA in 2024 and graduated from the Executive Program at UCLA in February 2025.お知らせ • Jun 12Tidewater Inc. Announces That David Darling to Cease as Executive Vice President & Chief Operating Officer, Effective June 30, 2025Tidewater Inc. announced that David Darling, 70, Executive Vice President & Chief Operating Officer, will cease serving in his role as an executive officer of the Company effective June 30, 2025, as part of a long-term plan to facilitate the orderly succession of the Company’s executive team. Mr. Darling will continue to provide services to the Company over the next 18 months to support the transition of his responsibilities but will no longer be in an executive decision-making or policy-setting role.お知らせ • May 06Tidewater Inc. Reiterates Earnings Guidance for the Year 2025Tidewater Inc. Reiterated earnings guidance for the year 2025. For the year, the company expects revenue of $1.32 billion to $1.38 billion and gross margin guidance of 48% to 50%.お知らせ • Apr 29Tidewater Inc. to Report Q1, 2025 Results on May 05, 2025Tidewater Inc. announced that they will report Q1, 2025 results After-Market on May 05, 2025お知らせ • Apr 28Tidewater Inc., Annual General Meeting, Jun 05, 2025Tidewater Inc., Annual General Meeting, Jun 05, 2025.お知らせ • Feb 28Tidewater Inc. Provides Earnings Guidance for the Year 2025Tidewater Inc. provided earnings guidance for the year 2025. For the year, the company expects revenue of $1.32 billion to $1.38 billion.お知らせ • Feb 21Tidewater Inc. to Report Q4, 2024 Results on Feb 27, 2025Tidewater Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025お知らせ • Nov 08Tidewater Inc. Updates Revenue Guidance for the Year 2024Tidewater Inc. Updated revenue guidance for the year 2024. For the period, the company updated revenue guidance to $1.33 billion to $1.35 billion.お知らせ • Nov 01Tidewater Inc. to Report Q2, 2025 Results on Nov 07, 2024Tidewater Inc. announced that they will report Q2, 2025 results After-Market on Nov 07, 2024お知らせ • Aug 09Tidewater Inc. Updates Revenue Guidance for the Year 2024Tidewater Inc. Updated revenue guidance for the year 2024. The company updated full-year revenue guidance to $1.39 to $1.41 billion.お知らせ • Aug 01Tidewater Inc. to Report Q2, 2024 Results on Aug 06, 2024Tidewater Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024お知らせ • Apr 28+ 1 more updateTidewater Inc., Annual General Meeting, Jun 06, 2024Tidewater Inc., Annual General Meeting, Jun 06, 2024, at 08:00 Central Standard Time. Agenda: To Election of eight directors; Advisory vote to approve named executive officer compensation; Advisory vote to approve the frequency of future shareholder votes on named executive officer compensation; Ratification of PricewaterhouseCoopers LLP as the Company’s Independent Registered Public Accounting Firm for the fiscal year ending December 31, 2024; Transact any other business properly brought before the meeting.お知らせ • Mar 01+ 1 more updateTidewater Inc. Provides Revenue Guidance for the Full Year 2024Tidewater Inc. provided revenue guidance for the full year 2024. The company expects 2024 revenue in the range of $1.40 to $1.45 billion.お知らせ • Nov 09Tidewater Inc. (NYSE:TDW) announces an Equity Buyback for $35 million worth of its shares.Tidewater Inc. (NYSE:TDW) announces a share repurchase program. Under the program, the company will repurchase up to $35 million worth of its shares. The program will be valid for four months.New Risk • Nov 08New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (13% increase in shares outstanding). Significant insider selling over the past 3 months (Mex$46m sold).Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: US$0.50 (vs US$0.12 in 3Q 2022)Third quarter 2023 results: EPS: US$0.50 (up from US$0.12 in 3Q 2022). Revenue: US$299.3m (up 56% from 3Q 2022). Net income: US$26.2m (up 387% from 3Q 2022). Profit margin: 8.8% (up from 2.8% in 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Global Energy Services industry.Recent Insider Transactions • Sep 13Executive VP & COO recently sold Mex$23m worth of stockOn the 6th of September, David Darling sold around 20k shares on-market at roughly Mex$1,186 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$23m. This was David's only on-market trade for the last 12 months.New Risk • Aug 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$23m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (14% increase in shares outstanding). Significant insider selling over the past 3 months (Mex$23m sold).お知らせ • Aug 09Tidewater Inc. Reiterates Earnings Guidance for the Year 2023Tidewater Inc. reiterated earnings guidance for the year 2023. For the year, the company expects annual guidance of approximately $1.03 billion of revenue.お知らせ • Jun 30Tidewater Inc. Appoints Dick H. Fagerstal as Chairman of the BoardTidewater Inc. announced that Dick H. Fagerstal has been appointed non-executive Chairman of the Board. In addition, the Board has reduced the size of the Board from nine to eight members. Mr. Fagerstal serves as the Independent Director, Chairman of the Audit Committee, member of the ESG Committee of Valaris Limited since April 2021. He previously served as Executive Chairman of the Global Marine Group, based in Chelmsford, United Kingdom, a subsea cable installation and maintenance business operating globally in the telecoms, offshore renewables, and oil and gas sectors, from February 2020 to March 2023. From 2014 to 2020, Mr. Fagerstal served as Chairman &Chief Executive Officer of Global Marine Holdings LLC, which was the prior owner of the business. He served as an Independent Director of Frontier Oil Corporation, Manila, Philippines, from 2014 to 2017. Mr. Fagerstal previously held the positions of Senior Vice President, Finance &Corporate Development from 2003 to 2014 and Vice President Finance &Treasurer from 1997 to 2003 at SEACOR Holdings Inc. Mr. Fagerstal held the positions of Executive Vice President, Chief Financial Officer and Director of Era Group Inc. from 2011 to 2012 and was the Senior Vice President, Chief Financial Officer, and Director of Chiles Offshore Inc. from 1997 to 2002. From 1986 to 1997, Mr. Fagerstal served as a senior banker at DNB ASA in New York with a focus on the maritime and energy services industries, and before he started his business career, Mr. Fagerstal served as an officer in the Special Air Service unit of the Swedish Special Forces from 1979 to 1983. Mr. Fagerstal received a B.S. in Economics and Law from the University of Gothenburg and an M.B.A. in Finance from New York University, as a Fulbright Scholar.Recent Insider Transactions • Mar 23Independent Director recently bought Mex$20m worth of stockOn the 17th of March, Robert Robotti bought around 27k shares on-market at roughly Mex$749 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$7.3m more in shares than they have sold in the last 12 months.Reported Earnings • Mar 01Full year 2022 earnings released: US$0.49 loss per share (vs US$3.15 loss in FY 2021)Full year 2022 results: US$0.49 loss per share (improved from US$3.15 loss in FY 2021). Revenue: US$647.7m (up 75% from FY 2021). Net loss: US$21.7m (loss narrowed 83% from FY 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Energy Services industry.Breakeven Date Change • Nov 17Forecast to breakeven in 2023The 3 analysts covering Tidewater expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$113.0m in 2023. Average annual earnings growth of 107% is required to achieve expected profit on schedule.Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$0.12 (vs US$0.64 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.12 (up from US$0.64 loss in 3Q 2021). Revenue: US$191.8m (up 108% from 3Q 2021). Net income: US$5.38m (up US$31.6m from 3Q 2021). Profit margin: 2.8% (up from net loss in 3Q 2021). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Energy Services industry.Board Change • Nov 01High number of new directorsIndependent Director Melissa Cougle was the last director to join the board, commencing their role in 2022.Reported Earnings • Aug 05Second quarter 2022 earnings released: US$0.61 loss per share (vs US$0.72 loss in 2Q 2021)Second quarter 2022 results: US$0.61 loss per share (up from US$0.72 loss in 2Q 2021). Revenue: US$163.4m (up 82% from 2Q 2021). Net loss: US$25.6m (loss narrowed 13% from 2Q 2021). Over the next year, revenue is expected to shrink by 7.4% compared to a 20% growth forecast for the industry in Mexico.Board Change • Jul 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測BMV:TDW * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,720358483430212/31/20271,645279416458612/31/20261,45115828528863/31/20261,346298287318N/A12/31/20251,353335353379N/A9/30/20251,361152295321N/A6/30/20251,360199289315N/A3/31/20251,358176281308N/A12/31/20241,346181255282N/A9/30/20241,303181198230N/A6/30/20241,262161184216N/A3/31/20241,138133113147N/A12/31/20231,0109773104N/A9/30/20238947075103N/A6/30/2023787496796N/A3/31/202373514165N/A12/31/2022648-222440N/A9/30/2022566-70-162N/A6/30/2022467-102-41-29N/A3/31/2022393-106-11-2N/A12/31/2021371-129615N/A9/30/2021358-120-310N/A6/30/2021352-1321527N/A3/31/2021364-2132437N/A12/31/2020397-196-114N/A9/30/2020424-227-27N/A6/30/2020457-233-37-24N/A3/31/2020481-138-73-56N/A12/31/2019487-142N/A-31N/A9/30/2019478-172N/A-55N/A6/30/2019457-159N/A-34N/A3/31/2019437-154N/A7N/A12/31/2018407-172N/A4N/A9/30/2018401-105N/A4N/A6/30/2018412-1,212N/A-17N/A3/31/2018422-1,725N/A-63N/A12/31/2017491-1,781N/A13N/A9/30/2017516-2,055N/A-9N/A6/30/2017549-1,095N/A17N/A3/31/2017602-660N/A30N/A12/31/2016625-647N/A22N/A9/30/2016714-369N/A89N/A6/30/2016842-234N/A150N/A3/31/2016979-160N/A253N/A12/31/20151,120-87N/A275N/A9/30/20151,289-229N/A337N/A6/30/20151,415-124N/A420N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TDW *の予測収益成長率 (年間9% ) は 貯蓄率 ( 9% ) を上回っています。収益対市場: TDW *の収益 ( 9% ) はMX市場 ( 8.8% ) よりも速いペースで成長すると予測されています。高成長収益: TDW *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: TDW *の収益 ( 9.9% ) MX市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: TDW *の収益 ( 9.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TDW *の 自己資本利益率 は、3年後には低くなると予測されています ( 15.2 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 06:18終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tidewater Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関James WestBarclaysSungeun KimBarclaysMichael FarahBofA Global Research18 その他のアナリストを表示
お知らせ • May 06Tidewater Inc. Reiterates Earnings Guidance for the Year 2026Tidewater Inc. reiterated earnings guidance for the year 2026. For the year, the company is comfortable reiterating 2026 revenue guidance of $1.43 billion to $1.48 billion.
お知らせ • Mar 03Tidewater Inc. Updates Earnings Guidance for the Year 2026Tidewater Inc. updated earnings guidance for the year 2026. For the year, the company now expects revenue to be in between $1.43 billion to $1.48 billion.
お知らせ • Nov 11Tidewater Inc. Updates Earnings Guidance for the Year 2025 and Initiates Earnings Guidance for the Year 2026Tidewater Inc. updated earnings guidance for the year 2025 and initiated earnings guidance for the year 2026. For the year 2025, the company expects revenue in the range of 1.33 billion to $1.35 billion and full-year margin guidance to 49% to 50%. For the year 2026, the company expects revenue in the range of 1.32 billion to $1.37 billion and full-year 2026 margin guidance of 48% to 50%.
お知らせ • Aug 05+ 1 more updateTidewater Inc. Re-Iterates Earnings Guidance for the Full Year 2025Tidewater Inc. re-iterated earnings guidance for the full year 2025. For the year, the company expects guidance of $1.32 billion to $1.38 billion of revenue.
お知らせ • May 06Tidewater Inc. Reiterates Earnings Guidance for the Year 2025Tidewater Inc. Reiterated earnings guidance for the year 2025. For the year, the company expects revenue of $1.32 billion to $1.38 billion and gross margin guidance of 48% to 50%.
お知らせ • Feb 28Tidewater Inc. Provides Earnings Guidance for the Year 2025Tidewater Inc. provided earnings guidance for the year 2025. For the year, the company expects revenue of $1.32 billion to $1.38 billion.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.12 (vs US$0.83 in 1Q 2025)First quarter 2026 results: EPS: US$0.12 (down from US$0.83 in 1Q 2025). Revenue: US$326.2m (down 2.2% from 1Q 2025). Net income: US$6.14m (down 86% from 1Q 2025). Profit margin: 1.9% (down from 13% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Global Energy Services industry.
お知らせ • May 06Tidewater Inc. Reiterates Earnings Guidance for the Year 2026Tidewater Inc. reiterated earnings guidance for the year 2026. For the year, the company is comfortable reiterating 2026 revenue guidance of $1.43 billion to $1.48 billion.
お知らせ • Apr 30Tidewater Inc., Annual General Meeting, Jun 16, 2026Tidewater Inc., Annual General Meeting, Jun 16, 2026.
お知らせ • Apr 28Tidewater Inc. to Report Q1, 2026 Results on May 04, 2026Tidewater Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 20Darron M. Anderson Announces Not Stand for Re-Election to the Board of Tidewater IncOn March 17, 2026, Darron M. Anderson notified the Board of Directors (the “Board”) of Tidewater Inc. (the “Company”) of his intent to not stand for reelection as a Director of the Board at the Company’s 2026 Annual Meeting of Stockholders (the “2026 Annual Meeting”). Mr. Anderson’s decision not to stand for reelection did not result from any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Mr. Anderson will continue his role as Director and member of the Audit Committee and Safety & Sustainability Committee of the Board until the expiration of his current term at the 2026 Annual Meeting. In connection with Mr. Anderson’s resignation as a director, the size of the Board of Directors will be reduced from eight to seven Directors.
New Risk • Mar 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 9.1% per year for the foreseeable future.
お知らせ • Mar 03Tidewater Inc. Updates Earnings Guidance for the Year 2026Tidewater Inc. updated earnings guidance for the year 2026. For the year, the company now expects revenue to be in between $1.43 billion to $1.48 billion.
Board Change • Mar 03Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 27Tidewater Inc. to Report Q4, 2025 Results on Mar 02, 2026Tidewater Inc. announced that they will report Q4, 2025 results After-Market on Mar 02, 2026
お知らせ • Feb 23Tidewater Inc. (NYSE:TDW) entered into a definitive agreement to acquire Wilson, Sons Ultratug Participações S.A. from Wilson Sons S.A., Ultranav International II, S.A., and Remolcadores Ultratug Ltda for $500 million.Tidewater Inc. (NYSE:TDW) entered into a definitive agreement to acquire Wilson, Sons Ultratug Participações S.A. from Wilson Sons S.A., Ultranav International II, S.A., and Remolcadores Ultratug Ltda for $500 million on February 22, 2026. Tidewater Inc. will pay an aggregate cash purchase price of $500 million on a debt free, cash free basis, subject to adjustments, including the assumption of WSUT’s existing debt. It is also anticipated that WSUT’s existing debt of approximately $261 million (as of September 30, 2025) provided by BNDES and Banco do Brasil will be rolled over as part of the Transaction. The Transaction was unanimously approved by Tidewater’s Board of Directors and subject to required regulatory approvals and other customary closing conditions including approval from the Brazilian Antitrust Authority (CADE). The expected completion of the transaction is late in the second quarter of 2026. Piper Sandler Companies (NYSE:PIPR) acted as financial advisor, Skadden, Arps, Slate, Meagher & Flom LLP and Machado, Meyer, Sendacz e Opice acted as legal advisor for Tidewater Inc.
Board Change • Feb 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 11Tidewater Inc. Updates Earnings Guidance for the Year 2025 and Initiates Earnings Guidance for the Year 2026Tidewater Inc. updated earnings guidance for the year 2025 and initiated earnings guidance for the year 2026. For the year 2025, the company expects revenue in the range of 1.33 billion to $1.35 billion and full-year margin guidance to 49% to 50%. For the year 2026, the company expects revenue in the range of 1.32 billion to $1.37 billion and full-year 2026 margin guidance of 48% to 50%.
お知らせ • Nov 04Tidewater Inc. to Report Q3, 2025 Results on Nov 10, 2025Tidewater Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
Board Change • Sep 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$1,153, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Energy Services industry globally.
Board Change • Aug 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$1.47 (vs US$0.96 in 2Q 2024)Second quarter 2025 results: EPS: US$1.47 (up from US$0.96 in 2Q 2024). Revenue: US$341.4m (flat on 2Q 2024). Net income: US$72.9m (up 45% from 2Q 2024). Profit margin: 21% (up from 15% in 2Q 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Global Energy Services industry.
お知らせ • Aug 05+ 1 more updateTidewater Inc. Re-Iterates Earnings Guidance for the Full Year 2025Tidewater Inc. re-iterated earnings guidance for the full year 2025. For the year, the company expects guidance of $1.32 billion to $1.38 billion of revenue.
お知らせ • Jul 29Tidewater Inc. to Report Q2, 2025 Results on Aug 04, 2025Tidewater Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
Board Change • Jul 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 08Tidewater Inc. Appoints Piers Middleton as Executive Vice President and Chief Operating Officer, Effective July 1, 2025On June 30, 2025, Tidewater Inc. announced that Piers Middleton, 52, has been named Executive Vice President and Chief Operating Officer of the Company, effective July 1, 2025. From June 2024 until his appointment, Mr. Middleton, served as the Company’s Executive Vice President and Chief Commercial Officer. From June 2023 until June 2024, he served as the Company’s Senior Vice President and Chief Commercial Officer, and from September 2020 until June 2023, he served as the Company’s Vice President, Sales and Marketing. Prior to joining the Company, Mr. Middleton was a Managing Director at Clarksons PLC (London: CKN), a global company providing various services in the maritime industry, including brokering, finance, port services and research, where he founded and lead the global Offshore & Newbuilding Divisions for over 19 years. He began his career in 1996 with Derrick Offshore Ltd., which was a leading international shipbroker specializing in the offshore energy and subsea cable industries that merged with Pareto JGO Shipbrokers in 2014. Mr. Middleton has a Bachelor of Arts with Honors in Ancient History and Classical Archaeology from the University of Warwick in the UK, completed the Corporate Governance Program at UCLA in 2024 and graduated from the Executive Program at UCLA in February 2025.
お知らせ • Jun 12Tidewater Inc. Announces That David Darling to Cease as Executive Vice President & Chief Operating Officer, Effective June 30, 2025Tidewater Inc. announced that David Darling, 70, Executive Vice President & Chief Operating Officer, will cease serving in his role as an executive officer of the Company effective June 30, 2025, as part of a long-term plan to facilitate the orderly succession of the Company’s executive team. Mr. Darling will continue to provide services to the Company over the next 18 months to support the transition of his responsibilities but will no longer be in an executive decision-making or policy-setting role.
お知らせ • May 06Tidewater Inc. Reiterates Earnings Guidance for the Year 2025Tidewater Inc. Reiterated earnings guidance for the year 2025. For the year, the company expects revenue of $1.32 billion to $1.38 billion and gross margin guidance of 48% to 50%.
お知らせ • Apr 29Tidewater Inc. to Report Q1, 2025 Results on May 05, 2025Tidewater Inc. announced that they will report Q1, 2025 results After-Market on May 05, 2025
お知らせ • Apr 28Tidewater Inc., Annual General Meeting, Jun 05, 2025Tidewater Inc., Annual General Meeting, Jun 05, 2025.
お知らせ • Feb 28Tidewater Inc. Provides Earnings Guidance for the Year 2025Tidewater Inc. provided earnings guidance for the year 2025. For the year, the company expects revenue of $1.32 billion to $1.38 billion.
お知らせ • Feb 21Tidewater Inc. to Report Q4, 2024 Results on Feb 27, 2025Tidewater Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
お知らせ • Nov 08Tidewater Inc. Updates Revenue Guidance for the Year 2024Tidewater Inc. Updated revenue guidance for the year 2024. For the period, the company updated revenue guidance to $1.33 billion to $1.35 billion.
お知らせ • Nov 01Tidewater Inc. to Report Q2, 2025 Results on Nov 07, 2024Tidewater Inc. announced that they will report Q2, 2025 results After-Market on Nov 07, 2024
お知らせ • Aug 09Tidewater Inc. Updates Revenue Guidance for the Year 2024Tidewater Inc. Updated revenue guidance for the year 2024. The company updated full-year revenue guidance to $1.39 to $1.41 billion.
お知らせ • Aug 01Tidewater Inc. to Report Q2, 2024 Results on Aug 06, 2024Tidewater Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
お知らせ • Apr 28+ 1 more updateTidewater Inc., Annual General Meeting, Jun 06, 2024Tidewater Inc., Annual General Meeting, Jun 06, 2024, at 08:00 Central Standard Time. Agenda: To Election of eight directors; Advisory vote to approve named executive officer compensation; Advisory vote to approve the frequency of future shareholder votes on named executive officer compensation; Ratification of PricewaterhouseCoopers LLP as the Company’s Independent Registered Public Accounting Firm for the fiscal year ending December 31, 2024; Transact any other business properly brought before the meeting.
お知らせ • Mar 01+ 1 more updateTidewater Inc. Provides Revenue Guidance for the Full Year 2024Tidewater Inc. provided revenue guidance for the full year 2024. The company expects 2024 revenue in the range of $1.40 to $1.45 billion.
お知らせ • Nov 09Tidewater Inc. (NYSE:TDW) announces an Equity Buyback for $35 million worth of its shares.Tidewater Inc. (NYSE:TDW) announces a share repurchase program. Under the program, the company will repurchase up to $35 million worth of its shares. The program will be valid for four months.
New Risk • Nov 08New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 14% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (13% increase in shares outstanding). Significant insider selling over the past 3 months (Mex$46m sold).
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: US$0.50 (vs US$0.12 in 3Q 2022)Third quarter 2023 results: EPS: US$0.50 (up from US$0.12 in 3Q 2022). Revenue: US$299.3m (up 56% from 3Q 2022). Net income: US$26.2m (up 387% from 3Q 2022). Profit margin: 8.8% (up from 2.8% in 3Q 2022). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Global Energy Services industry.
Recent Insider Transactions • Sep 13Executive VP & COO recently sold Mex$23m worth of stockOn the 6th of September, David Darling sold around 20k shares on-market at roughly Mex$1,186 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$23m. This was David's only on-market trade for the last 12 months.
New Risk • Aug 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$23m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (14% increase in shares outstanding). Significant insider selling over the past 3 months (Mex$23m sold).
お知らせ • Aug 09Tidewater Inc. Reiterates Earnings Guidance for the Year 2023Tidewater Inc. reiterated earnings guidance for the year 2023. For the year, the company expects annual guidance of approximately $1.03 billion of revenue.
お知らせ • Jun 30Tidewater Inc. Appoints Dick H. Fagerstal as Chairman of the BoardTidewater Inc. announced that Dick H. Fagerstal has been appointed non-executive Chairman of the Board. In addition, the Board has reduced the size of the Board from nine to eight members. Mr. Fagerstal serves as the Independent Director, Chairman of the Audit Committee, member of the ESG Committee of Valaris Limited since April 2021. He previously served as Executive Chairman of the Global Marine Group, based in Chelmsford, United Kingdom, a subsea cable installation and maintenance business operating globally in the telecoms, offshore renewables, and oil and gas sectors, from February 2020 to March 2023. From 2014 to 2020, Mr. Fagerstal served as Chairman &Chief Executive Officer of Global Marine Holdings LLC, which was the prior owner of the business. He served as an Independent Director of Frontier Oil Corporation, Manila, Philippines, from 2014 to 2017. Mr. Fagerstal previously held the positions of Senior Vice President, Finance &Corporate Development from 2003 to 2014 and Vice President Finance &Treasurer from 1997 to 2003 at SEACOR Holdings Inc. Mr. Fagerstal held the positions of Executive Vice President, Chief Financial Officer and Director of Era Group Inc. from 2011 to 2012 and was the Senior Vice President, Chief Financial Officer, and Director of Chiles Offshore Inc. from 1997 to 2002. From 1986 to 1997, Mr. Fagerstal served as a senior banker at DNB ASA in New York with a focus on the maritime and energy services industries, and before he started his business career, Mr. Fagerstal served as an officer in the Special Air Service unit of the Swedish Special Forces from 1979 to 1983. Mr. Fagerstal received a B.S. in Economics and Law from the University of Gothenburg and an M.B.A. in Finance from New York University, as a Fulbright Scholar.
Recent Insider Transactions • Mar 23Independent Director recently bought Mex$20m worth of stockOn the 17th of March, Robert Robotti bought around 27k shares on-market at roughly Mex$749 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$7.3m more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 01Full year 2022 earnings released: US$0.49 loss per share (vs US$3.15 loss in FY 2021)Full year 2022 results: US$0.49 loss per share (improved from US$3.15 loss in FY 2021). Revenue: US$647.7m (up 75% from FY 2021). Net loss: US$21.7m (loss narrowed 83% from FY 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Energy Services industry.
Breakeven Date Change • Nov 17Forecast to breakeven in 2023The 3 analysts covering Tidewater expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$113.0m in 2023. Average annual earnings growth of 107% is required to achieve expected profit on schedule.
Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$0.12 (vs US$0.64 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.12 (up from US$0.64 loss in 3Q 2021). Revenue: US$191.8m (up 108% from 3Q 2021). Net income: US$5.38m (up US$31.6m from 3Q 2021). Profit margin: 2.8% (up from net loss in 3Q 2021). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Energy Services industry.
Board Change • Nov 01High number of new directorsIndependent Director Melissa Cougle was the last director to join the board, commencing their role in 2022.
Reported Earnings • Aug 05Second quarter 2022 earnings released: US$0.61 loss per share (vs US$0.72 loss in 2Q 2021)Second quarter 2022 results: US$0.61 loss per share (up from US$0.72 loss in 2Q 2021). Revenue: US$163.4m (up 82% from 2Q 2021). Net loss: US$25.6m (loss narrowed 13% from 2Q 2021). Over the next year, revenue is expected to shrink by 7.4% compared to a 20% growth forecast for the industry in Mexico.
Board Change • Jul 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Melissa Cougle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.