Tidewater 향후 성장
Future 기준 점검 0/6
Tidewater (는) 각각 연간 3.3% 및 8.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.8% 로 예상됩니다.
핵심 정보
3.3%
이익 성장률
3.22%
EPS 성장률
| Energy Services 이익 성장 | 20.5% |
| 매출 성장률 | 8.9% |
| 향후 자기자본이익률 | 13.76% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 05 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Feb 24
Tidewater: Already Reached Its Price Destination (Downgrade)
Summary Tidewater, Inc. delivered over 40% returns in five months, but I now downgrade from buy to hold due to limited upside. TDW's $500M all-cash acquisition of WSUT will expand its fleet and Brazilian presence but adds $261M in debt and narrows valuation upside. Despite strong Q3 2025 results and a robust balance sheet, technicals show overbought conditions and recent insider selling, warranting caution. DCF and P/S-based target prices ($81.54–$84.57) are close to current levels, suggesting the stock is nearly fully priced. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...Seeking Alpha • Dec 07
Tidewater: Offsetting Lower Utilization Rates With Higher Pricing
Summary Tidewater owns and operates a fleet of 216 vessels primarily used by the offshore oil and gas industry. Tidewater is by far the largest player in the offshore service vessels (OSV) industry, especially after the acquisitions of Swire Pacific Offshore and Solstad Offshore. The order book in the OSV industry represents approximately 3.0% of the global fleet. Tight supply dynamics translate into enhanced pricing power for Tidewater, which was well illustrated in the Q3 results. Read the full article on Seeking Alpha분석 기사 • Nov 29
Is Tidewater (NYSE:TDW) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Nov 18
Tidewater: Weak Offshore Drilling Activity Impacts Near-Term Outlook - Hold
Summary Leading offshore service vessel provider Tidewater reported weaker than expected Q3/2024 results, with both top- and bottom-line numbers coming in below consensus expectations. While revenue and profitability eclipsed previous multi-year highs, fleet utilization was disappointing. Management attributed the underperformance to a mix of project delays, higher-than-expected drydocking requirements, and increased customer caution. Given the persistent weakness in offshore drilling activity, 2025 is likely to be a challenging year for Tidewater. The disappointing near-term outlook might keep the stock in the penalty box for another couple of quarters. Consequently, I am lowering my price target for the stock from $89.00 to $58.50 while reiterating my "Hold" rating for now. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
Tidewater: Best Shipping Sector Outlook With An Attractive Entry Price
Summary The OSV outlook is one of the most interesting in the shipping industry. The order book is nearly zero, and there are only a few laid-up vessels available. After the recent sell-off, Tidewater is trading at interesting price levels. Due to volatile oil prices, next year could face more headwinds than before; however, the long-term outlook is promising. Read the full article on Seeking Alpha분석 기사 • Oct 22
Tidewater Inc. (NYSE:TDW) Not Lagging Market On Growth Or Pricing
With a price-to-earnings (or "P/E") ratio of 20.5x Tidewater Inc. ( NYSE:TDW ) may be sending bearish signals at the...분석 기사 • Oct 04
Here's Why We Think Tidewater (NYSE:TDW) Is Well Worth Watching
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
새 내러티브 • Aug 30
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.분석 기사 • Aug 28
These 4 Measures Indicate That Tidewater (NYSE:TDW) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Aug 14
Tidewater Q2 2024 Earnings: Headwinds Are Temporary, But Outlook Remains Robust
Summary Management anticipated longer drydock days in Q3 and several project commencements have been pushed to the right, leading to revised guidance. We believe these developments are temporary. The bull thesis remains in play given supportive market fundamentals. Markets underappreciate potential increases in day rates and utilization rates. We revised our fair value estimate on TDW from $125/share to $121/share (-3%), as smaller vessels with lower yields come into play. Investment risks include decarbonization measures, cold-stack vessels coming online, and improved efficiency of US shale production. Read the full article on Seeking Alpha분석 기사 • Aug 09
Results: Tidewater Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
As you might know, Tidewater Inc. ( NYSE:TDW ) just kicked off its latest second-quarter results with some very strong...분석 기사 • Jul 04
Why Investors Shouldn't Be Surprised By Tidewater Inc.'s (NYSE:TDW) P/S
When you see that almost half of the companies in the Energy Services industry in the United States have price-to-sales...Seeking Alpha • Jun 17
Tidewater: Strong Quarter And Solid Prospects But Valuation Remains A Concern
Summary Leading offshore support vessel and services provider Tidewater reported strong Q1/2024 quarter, with both revenues and profitability ahead of consensus estimates as utilization and dayrates exceeded internal expectations. Free cash flow of $43.8 million reached a new recovery high. Management also reiterated full-year guidance but warned of a weaker-than-expected second quarter performance which should be made up for by a materially improved second half. While industry conditions remain constructive, the company's valuation in combination with recent insider selling is a cause for concern. With shares trading close to my $95 price target, I am reiterating my "Hold" rating on TDW stock. Read the full article on Seeking Alpha분석 기사 • Jun 16
Do Tidewater's (NYSE:TDW) Earnings Warrant Your Attention?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,658 | 311 | 394 | 386 | 2 |
| 12/31/2027 | 1,630 | 267 | 416 | 443 | 6 |
| 12/31/2026 | 1,453 | 157 | 229 | 285 | 6 |
| 3/31/2026 | 1,346 | 298 | 287 | 318 | N/A |
| 12/31/2025 | 1,353 | 335 | 353 | 379 | N/A |
| 9/30/2025 | 1,361 | 152 | 295 | 321 | N/A |
| 6/30/2025 | 1,360 | 199 | 289 | 315 | N/A |
| 3/31/2025 | 1,358 | 176 | 281 | 308 | N/A |
| 12/31/2024 | 1,346 | 181 | 255 | 282 | N/A |
| 9/30/2024 | 1,303 | 181 | 198 | 230 | N/A |
| 6/30/2024 | 1,262 | 161 | 184 | 216 | N/A |
| 3/31/2024 | 1,138 | 133 | 113 | 147 | N/A |
| 12/31/2023 | 1,010 | 97 | 73 | 104 | N/A |
| 9/30/2023 | 894 | 70 | 75 | 103 | N/A |
| 6/30/2023 | 787 | 49 | 67 | 96 | N/A |
| 3/31/2023 | 735 | 1 | 41 | 65 | N/A |
| 12/31/2022 | 648 | -22 | 24 | 40 | N/A |
| 9/30/2022 | 566 | -70 | -16 | 2 | N/A |
| 6/30/2022 | 467 | -102 | -41 | -29 | N/A |
| 3/31/2022 | 393 | -106 | -11 | -2 | N/A |
| 12/31/2021 | 371 | -129 | 6 | 15 | N/A |
| 9/30/2021 | 358 | -120 | -3 | 10 | N/A |
| 6/30/2021 | 352 | -132 | 15 | 27 | N/A |
| 3/31/2021 | 364 | -213 | 24 | 37 | N/A |
| 12/31/2020 | 397 | -196 | -11 | 4 | N/A |
| 9/30/2020 | 424 | -227 | -2 | 7 | N/A |
| 6/30/2020 | 457 | -233 | -37 | -24 | N/A |
| 3/31/2020 | 481 | -138 | -73 | -56 | N/A |
| 12/31/2019 | 487 | -142 | N/A | -31 | N/A |
| 9/30/2019 | 478 | -172 | N/A | -55 | N/A |
| 6/30/2019 | 457 | -159 | N/A | -34 | N/A |
| 3/31/2019 | 437 | -154 | N/A | 7 | N/A |
| 12/31/2018 | 407 | -172 | N/A | 4 | N/A |
| 9/30/2018 | 401 | -105 | N/A | 4 | N/A |
| 6/30/2018 | 412 | -1,212 | N/A | -17 | N/A |
| 3/31/2018 | 422 | -1,725 | N/A | -63 | N/A |
| 12/31/2017 | 491 | -1,781 | N/A | 13 | N/A |
| 9/30/2017 | 516 | -2,055 | N/A | -9 | N/A |
| 6/30/2017 | 549 | -1,095 | N/A | 17 | N/A |
| 3/31/2017 | 602 | -660 | N/A | 30 | N/A |
| 12/31/2016 | 625 | -647 | N/A | 22 | N/A |
| 9/30/2016 | 714 | -369 | N/A | 89 | N/A |
| 6/30/2016 | 842 | -234 | N/A | 150 | N/A |
| 3/31/2016 | 979 | -160 | N/A | 253 | N/A |
| 12/31/2015 | 1,120 | -87 | N/A | 275 | N/A |
| 9/30/2015 | 1,289 | -229 | N/A | 337 | N/A |
| 6/30/2015 | 1,415 | -124 | N/A | 420 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TDW 의 연간 예상 수익 증가율(3.3%)이 saving rate(3.5%) 미만입니다.
수익 vs 시장: TDW 의 연간 수익(3.3%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: TDW 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: TDW 의 수익(연간 8.9%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: TDW 의 수익(연간 8.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TDW의 자본 수익률은 3년 후 13.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 07:59 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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.
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산업 및 섹터 지표
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분석가 소스
Tidewater 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.
| 분석가 | 기관 |
|---|---|
| James West | Barclays |
| Sungeun Kim | Barclays |
| Michael Farah | BofA Global Research |