Tidewater 향후 성장
Future 기준 점검 3/6
Tidewater (는) 각각 연간 25% 및 11.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.7% 로 예상됩니다.
핵심 정보
25.0%
이익 성장률
24.84%
EPS 성장률
| Energy Services 이익 성장 | 22.8% |
| 매출 성장률 | 11.6% |
| 향후 자기자본이익률 | 16.73% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 01 Sep 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.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.내러티브 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,755 | 374 | 339 | 462 | 3 |
| 12/31/2027 | 1,692 | 293 | 381 | 483 | 6 |
| 12/31/2026 | 1,451 | 132 | 272 | 271 | 5 |
| 6/30/2026 | 1,346 | 247 | 271 | 311 | N/A |
| 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 | 284 | 309 | N/A |
| 6/30/2025 | 1,360 | 199 | 277 | 303 | 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 | N/A | -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 |
애널리스트 향후 성장 전망
수입 대 저축률: TDW 의 연간 예상 수익 증가율(25%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: TDW 의 연간 수익(25%)이 US 시장(17.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: TDW 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: TDW 의 수익(연간 11.6%)이 US 시장(연간 13.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: TDW 의 수익(연간 11.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TDW의 자본 수익률은 3년 후 16.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/14 12:27 |
| 종가 | 2026/09/14 00:00 |
| 수익 | 2026/06/30 |
| 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.
분석 모델 및 스노우플레이크
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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 |