Tidewater 過去の業績
過去 基準チェック /46
Tidewaterは、平均年間65.3%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32% 26.8%収益成長率で 成長しています。 Tidewaterの自己資本利益率は17.7%であり、純利益率は18.3%です。
主要情報
65.34%
収益成長率
66.75%
EPS成長率
| Energy Services 業界の成長 | 23.71% |
| 収益成長率 | 26.77% |
| 株主資本利益率 | 17.68% |
| ネット・マージン | 18.34% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Sep 09
TDW: Offshore Tightness And Brazil Expansion Will Shape Balanced Repricing Outlook
The analyst price target for Tidewater has been revised from $90.86 to $94.88, with analysts citing expectations for a tighter offshore support vessel market, higher vessel pricing, and additional EBITDA contribution from the fleet as key drivers behind the updated view. Analyst Commentary Recent research on Tidewater highlights a generally constructive stance on the stock, with bullish analysts pointing to a firming offshore support vessel market and improving company specific execution.Seeking Alpha • Sep 07
Tidewater: Industry Leader With Strong Prospects, Buy
Summary With the Middle East conflict not likely to be resolved anytime soon, shares of leading offshore support vessel provider Tidewater have advanced to new 52-week-highs. TDW reported second-quarter results well above the expectations provided my management on the Q1 conference call in May. However, increased costs related to the Middle East conflict and the delayed closing of the Wilson Sons acquisition in Brazil resulted in the requirement to slightly reduce full-year guidance. Management remains positive on industry prospects going into 2027 with dayrates expected to reach new multi-year highs soon. Given expectations for substantially higher profitability, I have raised my estimates and increased my price target from $99.00 to $107.50. Reiterating "Buy" rating. Read the full article on Seeking Alphaナラティブ更新 • Aug 26
TDW: Offshore Recovery And M&A Plans Will Shape Balanced Repricing Outlook
Analysts have raised the Tidewater price target from $86 to $91, citing a constructive offshore outlook. They view the stock as presenting a solid setup at a discounted share price, even with near-term margin pressure.
ナラティブ更新 • Aug 12
TDW: Upgraded Ratings Will Test Rich 2026 Outlook Against Cycle Risk
Analysts have lifted their fair value estimate for Tidewater from $54.00 to $68.00, citing recent upgrades and research that point to a solid outlook at what they view as a discounted share price. Analyst Commentary on Tidewater Recent Street research on Tidewater highlights a mix of optimism and caution.ナラティブ更新 • Jun 25
TDW: Offshore Expansion And Rich 2026 Outlook Will Face Cycle Risk
The analyst fair value estimate for Tidewater has been adjusted from $52.00 to $54.00, reflecting updated views on revenue growth, margins and valuation multiples after several firms raised ratings or price targets based on what they describe as a solid outlook at a discounted share price. Analyst Commentary on Tidewater Recent research on Tidewater has shifted toward a more balanced stance, with several firms moving ratings closer to the middle of the spectrum and reassessing price targets.ナラティブ更新 • Jun 11
TDW: Discounted Outlook And Higher Earnings Assumptions Will Drive Bullish Repricing
The analyst price target for Tidewater has been reset higher to $86.57 from $82.29 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, supported by recent research citing a solid outlook at a discounted share price and incremental target hikes from major brokers. Analyst Commentary Recent research highlights a mix of optimism and caution around Tidewater, with the reset in the average price target reflecting updated views on execution, valuation and growth assumptions.
ナラティブ更新 • May 27
TDW: Strong 2025 Finish And 2026 Revenue Guidance Will Support Further Upside
Analysts have raised Tidewater's price target by $6, citing updated views on revenue growth, profit margins, and a revised future P/E assumption following recent research updates from major firms. Analyst Commentary Bullish analysts have pointed to recent research updates as support for a higher valuation framework, reflected in multiple price target revisions and a reaffirmed view that Tidewater is executing against current expectations.ナラティブ更新 • May 08
TDW: Strong 2025 Finish And 2026 Outlook Will Support Further Upside
Analysts have raised their Tidewater price targets by $6 to $94, reflecting updated assumptions around slightly higher revenue growth, a modestly higher discount rate and P/E, and a small adjustment to future profit margins. Analyst Commentary Recent research shows bullish analysts becoming more constructive on Tidewater's setup, with higher price targets reflecting updated assumptions on revenue, margins, and the valuation multiple investors may be willing to pay.ナラティブ更新 • Apr 22
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.ナラティブ更新 • Apr 07
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.ナラティブ更新 • Mar 24
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.ナラティブ更新 • Mar 09
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.ナラティブ更新 • Feb 23
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.ナラティブ更新 • Feb 08
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.ナラティブ更新 • Jan 24
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.ナラティブ更新 • Jan 10
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).分析記事 • Jan 03
Tidewater Inc. (NYSE:TDW) Doing What It Can To Lift Shares
There wouldn't be many who think Tidewater Inc.'s ( NYSE:TDW ) price-to-earnings (or "P/E") ratio of 17.1x is worth a...ナラティブ更新 • Dec 26
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.ナラティブ更新 • Dec 12
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.分析記事 • Nov 09
Is Now The Time To Put Tidewater (NYSE:TDW) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...ナラティブ更新 • Nov 08
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.ナラティブ更新 • Oct 24
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.分析記事 • Sep 04
Tidewater Inc. (NYSE:TDW) Could Be Riskier Than It Looks
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...ナラティブ更新 • Sep 04
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.分析記事 • Jul 03
Tidewater (NYSE:TDW) Has A Rock Solid Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jun 15
Here's Why Tidewater (NYSE:TDW) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 09
Tidewater Inc. (NYSE:TDW) Stock Rockets 25% But Many Are Still Ignoring The Company
Tidewater Inc. ( NYSE:TDW ) shareholders are no doubt pleased to see that the share price has bounced 25% in the last...分析記事 • May 07
Results: Tidewater Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Tidewater Inc. ( NYSE:TDW ) just released its latest first-quarter results and things are looking bullish. It was...Seeking Alpha • Mar 30
Tidewater: Exciting, Cyclical, High-Risk Stock
Summary Tidewater Inc. has shown explosive revenue growth but remains a highly cyclical business with a history of bankruptcy in a previous downturn. Despite recent profitability, Tidewater's increasing net debt and liabilities pose a substantial risk, especially during potential downturns in the OSV market. The stock's high volatility and sentiment-driven price swings suggest opportunities to sell above current prices, but long-term holding is risky. Given the company's financial vulnerabilities, I maintain a Sell rating, cautioning that another downturn could lead to bankruptcy and shareholder losses. Read the full article on Seeking Alpha分析記事 • Mar 22
Tidewater (NYSE:TDW) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Seeking Alpha • Mar 05
Tidewater: Muted Near-Term Outlook, But Still Highly Profitable - Buy (Upgrade)
Summary Adjusted for foreign exchange impact, Tidewater reported Q4 2024 and full-year results largely in line with management's most recent projections. Fourth quarter results benefited from an uptick in active fleet utilization. Key financial metrics like vessel operating margin and free cash flow increased to new multi-year highs. The company continues to return capital to equity holders in the form of share buybacks. For 2025, the BoD approved a new $90.3 million repurchase program. While management remained optimistic on the industry's medium-term outlook, persistent weakness in offshore drilling activity will impact near term results. Following the massive selloff in recent weeks, I am upgrading my rating from "Hold" to "Buy" on expectations for persistently strong cash generation and sizable shareholder capital returns. Read the full article on Seeking Alpha分析記事 • Mar 04
Take Care Before Jumping Onto Tidewater Inc. (NYSE:TDW) Even Though It's 26% Cheaper
The Tidewater Inc. ( NYSE:TDW ) share price has fared very poorly over the last month, falling by a substantial 26...Seeking Alpha • Feb 13
Tidewater: Solid And Sustainable Amid Crests And Troughs
Summary Tidewater's strategic pricing, market penetration, and operational efficiency helps it sustain topline growth despite some headwinds. Its healthy Balance Sheet shows it's a very sustainable company. Underpricing is evident, as price ratios and DCF Model suggests attractive upside potential. Technical indicators convey consolidation, but an uptrend is possible. Read the full article on Seeking Alpha分析記事 • Jan 30
With EPS Growth And More, Tidewater (NYSE:TDW) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Dec 07
Market Cool On Tidewater Inc.'s (NYSE:TDW) Earnings Pushing Shares 28% Lower
To the annoyance of some shareholders, Tidewater Inc. ( NYSE:TDW ) shares are down a considerable 28% in the last...収支内訳
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
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 1,346 | 247 | 135 | 0 |
| 31 Mar 26 | 1,346 | 298 | 131 | 0 |
| 31 Dec 25 | 1,353 | 335 | 127 | 0 |
| 30 Sep 25 | 1,361 | 152 | 126 | 0 |
| 30 Jun 25 | 1,360 | 199 | 119 | 0 |
| 31 Mar 25 | 1,358 | 176 | 114 | 0 |
| 31 Dec 24 | 1,346 | 181 | 111 | 0 |
| 30 Sep 24 | 1,303 | 181 | 102 | 0 |
| 30 Jun 24 | 1,262 | 161 | 95 | 0 |
| 31 Mar 24 | 1,138 | 133 | 94 | 0 |
| 31 Dec 23 | 1,010 | 97 | 93 | 0 |
| 30 Sep 23 | 894 | 70 | 112 | 0 |
| 30 Jun 23 | 787 | 49 | 114 | 0 |
| 31 Mar 23 | 735 | 1 | 108 | 0 |
| 31 Dec 22 | 648 | -22 | 99 | 0 |
| 30 Sep 22 | 566 | -70 | 79 | 0 |
| 30 Jun 22 | 467 | -102 | 73 | 0 |
| 31 Mar 22 | 393 | -106 | 68 | 0 |
| 31 Dec 21 | 371 | -129 | 69 | 0 |
| 30 Sep 21 | 358 | -120 | 67 | 0 |
| 30 Jun 21 | 352 | -132 | 66 | 0 |
| 31 Mar 21 | 364 | -213 | 121 | 0 |
| 31 Dec 20 | 397 | -196 | 126 | 0 |
| 30 Sep 20 | 424 | -227 | 126 | 0 |
| 30 Jun 20 | 457 | -233 | 137 | 0 |
| 31 Mar 20 | 481 | -138 | 90 | 0 |
| 31 Dec 19 | 487 | -142 | 104 | 0 |
| 30 Sep 19 | 478 | -172 | 93 | 0 |
| 30 Jun 19 | 457 | -159 | 90 | 0 |
| 31 Mar 19 | 437 | -154 | 91 | 0 |
| 31 Dec 18 | 407 | -172 | 99 | 0 |
| 30 Sep 18 | 401 | -105 | 112 | 0 |
| 30 Jun 18 | 412 | -1,212 | 113 | 0 |
| 31 Mar 18 | 422 | -1,725 | 120 | 0 |
| 31 Dec 17 | 491 | -1,781 | 130 | 0 |
| 30 Sep 17 | 516 | -2,055 | 158 | 0 |
| 30 Jun 17 | 549 | -1,095 | 173 | 0 |
| 31 Mar 17 | 602 | -660 | 178 | 0 |
| 31 Dec 16 | 625 | -647 | 175 | 0 |
| 30 Sep 16 | 714 | -369 | 176 | 0 |
| 30 Jun 16 | 842 | -234 | 181 | 0 |
| 31 Mar 16 | 979 | -160 | 187 | 0 |
| 31 Dec 15 | 1,120 | -87 | 196 | 0 |
| 30 Sep 15 | 1,289 | -229 | 205 | 0 |
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 (18.3%)は、昨年(14.6%)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65.3%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 ( 24.1% ) は、5 年間の平均 ( 年間65.3%を下回っています。
収益対業界: TDWの過去 1 年間の収益成長率 ( 24.1% ) はEnergy Services業界-12.5%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 ( 17.7% ) は 低い 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
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 | 2026/09/14 13:42 |
| 終値 | 2026/09/14 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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 West | Barclays |
| Sungeun Kim | Barclays |
| Michael Farah | BofA Global Research |