View ValuationTidewater 향후 성장Future 기준 점검 2/6Tidewater (는) 각각 연간 9% 및 9.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.2% 로 예상됩니다.핵심 정보9.0%이익 성장률8.33%EPS 성장률Energy Services 이익 성장0%매출 성장률9.9%향후 자기자본이익률15.18%애널리스트 커버리지Good마지막 업데이트19 May 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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%.공시 • 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.공시 • 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%.공시 • 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.모든 업데이트 보기Recent 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.공시 • 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.공시 • Apr 30Tidewater Inc., Annual General Meeting, Jun 16, 2026Tidewater Inc., Annual General Meeting, Jun 16, 2026.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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%.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%.공시 • 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, 2025공시 • Apr 28Tidewater Inc., Annual General Meeting, Jun 05, 2025Tidewater Inc., Annual General Meeting, Jun 05, 2025.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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).공시 • 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.공시 • 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.이익 및 매출 성장 예측BMV:TDW * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,720358N/A430212/31/20271,645279381458612/31/20261,45115828528863/31/20261,346298287318N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TDW * 의 연간 예상 수익 증가율(9%)이 saving rate(9%)보다 높습니다.수익 vs 시장: TDW * 의 연간 수익(9%)이 MX 시장(9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: TDW * 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TDW * 의 수익(연간 9.9%)이 MX 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TDW * 의 수익(연간 9.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TDW *의 자본 수익률은 3년 후 15.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 05:10종가2026/05/07 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Tidewater Inc.는 21명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James WestBarclaysSungeun KimBarclaysMichael FarahBofA Global Research18명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • Apr 30Tidewater Inc., Annual General Meeting, Jun 16, 2026Tidewater Inc., Annual General Meeting, Jun 16, 2026.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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
공시 • Apr 28Tidewater Inc., Annual General Meeting, Jun 05, 2025Tidewater Inc., Annual General Meeting, Jun 05, 2025.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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).
공시 • 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.
공시 • 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.