Tidewater Inc.

NYSE:TDW 株式レポート

時価総額：US$4.4b

Tidewater 過去の業績

過去 基準チェック /66

Tidewaterは、平均年間71.7%の収益成長を遂げていますが、 Energy Services業界の収益は、年間 成長しています。収益は、平均年間46.3% 30.5%収益成長率で 成長しています。 Tidewaterの自己資本利益率は24.5%であり、純利益率は24.7%です。

主要情報

71.71%

収益成長率

72.49%

EPS成長率

Energy Services 業界の成長23.71%
収益成長率30.47%
株主資本利益率24.50%
ネット・マージン24.74%
次回の業績アップデート04 May 2026

最近の業績更新

Recent updates

TDW: Future Earnings Power And Neutral Stance Will Shape Balanced Outlook

The analyst price target for Tidewater has shifted from about $60 to roughly $82. Analysts point to updated assumptions around revenue growth, profit margins, and future P/E expectations as key reasons for the change.

TDW: Neutral Stance Into 2026 Will Test Rich Expectations

Analysts have raised their Tidewater price target by $29 to $94. They link this change to what they describe as a solid finish to 2025, which they say supports expectations heading into 2026.

TDW: Raised Outlook Into 2026 Will Face Execution And Timing Risks

The updated analyst work lifts Tidewater's fair value estimate from $45 to $52, with the higher target supported by Street research highlighting a raised $94 price target and expectations for a stronger setup into 2026. Analyst Commentary The latest Street research highlights a higher price target of $94 and an In Line rating.

TDW: Strong 2025 Finish And High Margins Will Support Further Upside

Analysts have raised their Tidewater fair value estimate from $75 to $117, citing updated Street price targets and commentary that Tidewater's position at the close of 2025 sets a constructive stage for 2026. Analyst Commentary Recent research updates reflect a more constructive tone on Tidewater, with bullish analysts pointing to the setup at the end of 2025 as a key support for higher valuation expectations into 2026.

Tidewater: Already Reached Its Price Destination (Downgrade)

Feb 24

TDW: Higher Future P/E Will Constrain Upside Despite Strong Margin Outlook

Analysts have raised their price target on Tidewater to $45, reflecting updated assumptions that include a slightly lower discount rate, higher expected revenue growth, modestly higher profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: $45.00 is unchanged compared with the prior $45 estimate.

TDW: Share Repurchases And High Margins Will Support Further Upside

Analysts have adjusted their price target on Tidewater to $75.00. This reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E that keep their fair value view essentially unchanged.

TDW: Rich Earnings Multiple Will Cap Upside Despite Strong Margin Outlook

Analysts have kept their fair value estimate for Tidewater steady at $45.00. The latest target is framed by updated assumptions around a 50.95% revenue growth rate, an 18.41% profit margin, a 7.43% discount rate, and a forward P/E of 9.65.

TDW: Margin Focus And Guidance Through 2026 Will Drive Shares Higher

Analysts have nudged their price expectations for Tidewater higher, citing modestly updated assumptions around fair value near $75.00, a slightly lower discount rate, and small refinements to revenue growth, profit margin, and future P/E estimates. What's in the News Tidewater issued updated earnings guidance for 2025, with revenue expected in a range of US$1.33b to US$1.35b and a full year margin outlook of 49% to 50% (company guidance).

Tidewater Inc. (NYSE:TDW) Doing What It Can To Lift Shares

Jan 03
Tidewater Inc. (NYSE:TDW) Doing What It Can To Lift Shares

TDW: Elevated Earnings Multiples Will Limit Upside Despite Strong Margin Guidance

Analysts have raised their price target on Tidewater from 36.91 dollars to 45.00 dollars, citing a lower discount rate and higher expected future earnings multiples. These factors outweigh slightly softer long term growth and margin assumptions.

TDW: Offshore Demand And Tight Vessel Supply Will Drive Shares Higher

Analysts have raised their fair value estimate for Tidewater to $75 from $70, citing a slightly lower required return and higher expected valuation multiples, despite moderating growth and margin assumptions and a more cautious near term stance reflected in recent downgrades to Hold and a $65 price target. Analyst Commentary Despite the recent downgrade to Hold and the $65 price target, bullish analysts remain constructive on Tidewater’s long term prospects, highlighting a supportive industry backdrop and the company’s improving competitive position.

Is Now The Time To Put Tidewater (NYSE:TDW) On Your Watchlist?

Nov 09
Is Now The Time To Put Tidewater (NYSE:TDW) On Your Watchlist?

TDW: Future Margin Expansion Will Drive Confidence Despite Lowered Profit Outlook

Analysts have maintained Tidewater's price target at $60.00. They cited adjustments to the company's discount rate and profit margin assumptions following a recent downgrade in rating by the Street.

Offshore Demand And Mergers Will Drive Utilization Momentum Next Year

The analyst price target for Tidewater has been revised downward by $1.67 to $60.00. Analysts cite moderated profit margin and revenue growth forecasts for the upcoming periods.

Tidewater Inc. (NYSE:TDW) Could Be Riskier Than It Looks

Sep 04
Tidewater Inc. (NYSE:TDW) Could Be Riskier Than It Looks

Deepwater Projects And OSV Modernization Will Boost Utilization

Analysts maintained their consensus price target for Tidewater at $61.67 as bullish sentiment from strong recent performance and asset utilization was balanced by concerns over 2025 transition risks and offshore activity softness. Analyst Commentary Bullish analysts raised price targets following a strong Q2 performance and improving outlook for 2026.

Tidewater (NYSE:TDW) Has A Rock Solid Balance Sheet

Jul 03
Tidewater (NYSE:TDW) Has A Rock Solid Balance Sheet

Here's Why Tidewater (NYSE:TDW) Has Caught The Eye Of Investors

Jun 15
Here's Why Tidewater (NYSE:TDW) Has Caught The Eye Of Investors

Tidewater Inc. (NYSE:TDW) Stock Rockets 25% But Many Are Still Ignoring The Company

May 09
Tidewater Inc. (NYSE:TDW) Stock Rockets 25% But Many Are Still Ignoring The Company

Results: Tidewater Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

May 07
Results: Tidewater Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Tidewater: Exciting, Cyclical, High-Risk Stock

Mar 30

Tidewater (NYSE:TDW) Has A Pretty Healthy Balance Sheet

Mar 22
Tidewater (NYSE:TDW) Has A Pretty Healthy Balance Sheet

Tidewater: Muted Near-Term Outlook, But Still Highly Profitable - Buy (Upgrade)

Mar 05

Take Care Before Jumping Onto Tidewater Inc. (NYSE:TDW) Even Though It's 26% Cheaper

Mar 04
Take Care Before Jumping Onto Tidewater Inc. (NYSE:TDW) Even Though It's 26% Cheaper

Tidewater: Solid And Sustainable Amid Crests And Troughs

Feb 13

With EPS Growth And More, Tidewater (NYSE:TDW) Makes An Interesting Case

Jan 30
With EPS Growth And More, Tidewater (NYSE:TDW) Makes An Interesting Case

Market Cool On Tidewater Inc.'s (NYSE:TDW) Earnings Pushing Shares 28% Lower

Dec 07
Market Cool On Tidewater Inc.'s (NYSE:TDW) Earnings Pushing Shares 28% Lower

Tidewater: Offsetting Lower Utilization Rates With Higher Pricing

Dec 07

Is Tidewater (NYSE:TDW) A Risky Investment?

Nov 29
Is Tidewater (NYSE:TDW) A Risky Investment?

Tidewater: Weak Offshore Drilling Activity Impacts Near-Term Outlook - Hold

Nov 18

Tidewater: Best Shipping Sector Outlook With An Attractive Entry Price

Oct 31

Tidewater Inc. (NYSE:TDW) Not Lagging Market On Growth Or Pricing

Oct 22
Tidewater Inc. (NYSE:TDW) Not Lagging Market On Growth Or Pricing

Here's Why We Think Tidewater (NYSE:TDW) Is Well Worth Watching

Oct 04
Here's Why We Think Tidewater (NYSE:TDW) Is Well Worth Watching
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Optimizing Vessel Fleet And Enhancing Shareholder Value Promise Bright Financial Horizons

Tidewater's strategy of fleet optimization and geographic diversification aims to leverage market conditions, enhancing revenue, and improving profit margins.

These 4 Measures Indicate That Tidewater (NYSE:TDW) Is Using Debt Reasonably Well

Aug 28
These 4 Measures Indicate That Tidewater (NYSE:TDW) Is Using Debt Reasonably Well

Tidewater Q2 2024 Earnings: Headwinds Are Temporary, But Outlook Remains Robust

Aug 14

Results: Tidewater Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Aug 09
Results: Tidewater Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Why Investors Shouldn't Be Surprised By Tidewater Inc.'s (NYSE:TDW) P/S

Jul 04
Why Investors Shouldn't Be Surprised By Tidewater Inc.'s (NYSE:TDW) P/S

Tidewater: Strong Quarter And Solid Prospects But Valuation Remains A Concern

Jun 17

Do Tidewater's (NYSE:TDW) Earnings Warrant Your Attention?

Jun 16
Do Tidewater's (NYSE:TDW) Earnings Warrant Your Attention?

Impressive Earnings May Not Tell The Whole Story For Tidewater (NYSE:TDW)

May 11
Impressive Earnings May Not Tell The Whole Story For Tidewater (NYSE:TDW)

収支内訳

Tidewater の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:TDW 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Dec 251,3533351270
30 Sep 251,3611521260
30 Jun 251,3601991190
31 Mar 251,3581761140
31 Dec 241,3461811110
30 Sep 241,3031811020
30 Jun 241,262161950
31 Mar 241,138133940
31 Dec 231,01097930
30 Sep 23894701120
30 Jun 23787491140
31 Mar 2373511080
31 Dec 22648-22990
30 Sep 22566-70790
30 Jun 22467-102730
31 Mar 22393-106680
31 Dec 21371-129690
30 Sep 21358-120670
30 Jun 21352-132660
31 Mar 21364-2131210
31 Dec 20397-1961260
30 Sep 20424-2271260
30 Jun 20457-2331370
31 Mar 20481-138900
31 Dec 19487-1421040
30 Sep 19478-172930
30 Jun 19457-159900
31 Mar 19437-154910
31 Dec 18407-172990
30 Sep 18401-1051120
30 Jun 18412-1,2121130
31 Mar 18422-1,7251200
31 Dec 17491-1,7811300
30 Sep 17516-2,0551580
30 Jun 17549-1,0951730
31 Mar 17602-6601780
31 Dec 16625-6471750
30 Sep 16714-3691760
30 Jun 16842-2341810
31 Mar 16979-1601870
31 Dec 151,120-871960
30 Sep 151,289-2292050
30 Jun 151,415-1242130

質の高い収益: TDWは 高品質の収益 を持っています。

利益率の向上: TDWの現在の純利益率 (24.7%)は、昨年(13.4%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: TDW過去 5 年間で収益を上げており、収益は年間71.7%増加しています。

成長の加速: TDWの過去 1 年間の収益成長率 ( 85.2% ) は、5 年間の平均 ( 年間71.7%を上回っています。

収益対業界: TDWの過去 1 年間の収益成長率 ( 85.2% ) はEnergy Services業界-25.8%を上回りました。

株主資本利益率

高いROE: TDWの 自己資本利益率 ( 24.5% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/04 18:46
終値2026/05/01 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 WestBarclays
Sungeun KimBarclays
Michael FarahBofA Global Research