Tidewater Inc.

NYSE:TDW Stok Raporu

Piyasa değeri: US$4.4b

Tidewater Yönetim

Yönetim kriter kontrolleri 4/4

Tidewater CEO'su Quintin Kneen, Sep2019 tarihinde atandı, in görev süresi 6.67 yıldır. in toplam yıllık tazminatı $ 5.87M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.8% maaş ve 87.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.72% ine doğrudan sahiptir ve bu hisseler $ 32.06M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.1 yıl ve 6.3 yıldır.

Anahtar bilgiler

Quintin Kneen

İcra Kurulu Başkanı

US$5.9m

Toplam tazminat

CEO maaş yüzdesi12.78%
CEO görev süresi6.7yrs
CEO sahipliği0.7%
Yönetim ortalama görev süresi5.1yrs
Yönetim Kurulu ortalama görev süresi6.3yrs

Son yönetim güncellemeleri

Recent updates

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

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

TDW: Neutral Stance Into 2026 Will Test Rich Expectations

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

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

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

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

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

Tidewater: Already Reached Its Price Destination (Downgrade)

Feb 24

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

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

TDW: Share Repurchases And High Margins Will Support Further Upside

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Offshore Demand And Mergers Will Drive Utilization Momentum Next Year

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

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

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

Deepwater Projects And OSV Modernization Will Boost Utilization

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

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

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

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

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

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

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

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

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

Tidewater: Exciting, Cyclical, High-Risk Stock

Mar 30

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

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

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

Mar 05

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

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

Tidewater: Solid And Sustainable Amid Crests And Troughs

Feb 13

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

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

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

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

Tidewater: Offsetting Lower Utilization Rates With Higher Pricing

Dec 07

Is Tidewater (NYSE:TDW) A Risky Investment?

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

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

Nov 18

Tidewater: Best Shipping Sector Outlook With An Attractive Entry Price

Oct 31

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

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

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

Oct 04
Here's Why We Think Tidewater (NYSE:TDW) Is Well Worth Watching
User avatar

Optimizing Vessel Fleet And Enhancing Shareholder Value Promise Bright Financial Horizons

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

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

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

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

Aug 14

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

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

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

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

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

Jun 17

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

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

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

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

CEO Tazminat Analizi

Quintin Kneen'un ücretlendirmesi Tidewater'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025n/an/a

US$335m

Sep 30 2025n/an/a

US$152m

Jun 30 2025n/an/a

US$199m

Mar 31 2025n/an/a

US$176m

Dec 31 2024US$6mUS$750k

US$181m

Sep 30 2024n/an/a

US$181m

Jun 30 2024n/an/a

US$161m

Mar 31 2024n/an/a

US$133m

Dec 31 2023US$5mUS$713k

US$97m

Sep 30 2023n/an/a

US$70m

Jun 30 2023n/an/a

US$49m

Mar 31 2023n/an/a

US$1m

Dec 31 2022US$6mUS$575k

-US$22m

Sep 30 2022n/an/a

-US$70m

Jun 30 2022n/an/a

-US$102m

Mar 31 2022n/an/a

-US$106m

Dec 31 2021US$3mUS$500k

-US$129m

Sep 30 2021n/an/a

-US$120m

Jun 30 2021n/an/a

-US$132m

Mar 31 2021n/an/a

-US$213m

Dec 31 2020US$3mUS$500k

-US$196m

Sep 30 2020n/an/a

-US$227m

Jun 30 2020n/an/a

-US$233m

Mar 31 2020n/an/a

-US$138m

Dec 31 2019US$1mUS$399k

-US$142m

Tazminat ve Piyasa: Quintin 'ın toplam tazminatı ($USD 5.87M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 7.11M ).

Tazminat ve Kazançlar: Quintin 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Quintin Kneen (59 yo)

6.7yrs
Görev süresi
US$5,870,091
Tazminat

Mr. Quintin V. Kneen serves as President, Chief Executive Officer and Director of Tidewater Inc. since September 3, 2019 and was its Interim Chief Financial Officer since November 15, 2018 until March 9, 2...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Quintin Kneen
President6.7yrsUS$5.87m0.72%
$ 32.1m
Samuel Rubio
Executive VP & CFO5.2yrsUS$2.01m0.14%
$ 6.0m
Piers Middleton
Executive VP & Chief Operating Officerless than a yearUS$2.08m0.059%
$ 2.6m
Daniel Hudson
Executive VP6.6yrsUS$1.69m0.11%
$ 4.8m
Lee Johnson
Executive VP & Chief Information Officerno dataVeri yokVeri yok
West Gotcher
Senior Vice President of Strategy5yrsVeri yokVeri yok
Lisa Ortega
Vice President of Human Resources1.7yrsVeri yokVeri yok
Darren Vorst
VP & Treasurer8.3yrsVeri yokVeri yok
Geoff Youngs
VP & Controller5yrsVeri yokVeri yok
5.1yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim: TDW 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.1 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Quintin Kneen
President6.7yrsUS$5.87m0.72%
$ 32.1m
Louis Raspino
Independent Director7.5yrsUS$277.66k0.086%
$ 3.8m
Kenneth Traub
Independent Director7.5yrsUS$271.83k0.14%
$ 6.0m
Dick Fagerstal
Independent & Non-Executive Chairman and Lead Independent Director8.8yrsUS$349.94k0.15%
$ 6.6m
Robert Robotti
Independent Director4.9yrsUS$256.64k0.42%
$ 18.4m
Lois Zabrocky
Independent Director5.8yrsUS$267.06k0.097%
$ 4.3m
Darron Anderson
Independent Director5.7yrsUS$262.48k0.084%
$ 3.7m
Melissa Cougle
Independent Director4.3yrsUS$282.56k0.044%
$ 1.9m
6.3yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TDW 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/01 14:11
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tidewater Inc. 21 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
James WestBarclays
Sungeun KimBarclays
Michael FarahBofA Global Research