Tidewater

TDW

Market cap $4.18B

Our long-term thesis on Builders FirstSource remains intact as there is a structural shortage of housing in the USA. As the landowners, Five Point Holdings stands to benefit from any positive shift in regulation/red tape. Flagstar Financial's turnaround is going well, and they recently reported their first profitable quarter since the new management team took over.

Here is how Tidewater (TDW) and Ultrapar Participacoes S.A. (UGP) have performed compared to their sector so far this year.

Investors in Tidewater Inc. TDW need to pay close attention to the stock based on moves in the options market lately. That is because the April 17, 2026 $25 Call had some of the highest implied volatility of all equity options today.

Here is how Tidewater (TDW) and Ultrapar Participacoes S.A. (UGP) have performed compared to their sector so far this year.

Grizzlyrock Capital sold 94,075 shares of Tidewater in the fourth quarter. The quarter-end position value decreased by $5.12 million, reflecting both trading and price changes.

Leading offshore support vessel provider Tidewater reported better-than-expected fourth quarter 2025 results with strong fleet utilization and record cash generation. Two weeks ago, Tidewater announced the acquisition of Wilson Sons Ultratug Offshore Participações S.A. and Atlantic Offshore Services S.A. in an all-cash transaction valued at $500 million. The acquisition will meaningfully expand the company's presence in Brazil while being immediately accretive to cash flow and earnings per share.

Tidewater Inc. (TDW) Q4 2025 Earnings Call Transcript

Tidewater (TDW) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.7 per share a year ago.

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE:TDW) announced today revenue for the three and twelve months ended December 31, 2025 of $336.8 million and $1,352.8 million, respectively, compared with $345.1 million and $1,345.8 million, respectively, for the three and twelve months ended December 31, 2024. Tidewater's net income for the three and twelve months ended December 31, 2025, was $219.9 million ($4.41 per common share) and $334.7 million ($6.64 per common share), respectively, compared.

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE: TDW) (“Tidewater” or the “Company”) announced today that it will release financial results for the three and twelve months ending December 31, 2025, on Monday, March 2, 2026, after market close. An earnings conference call has been scheduled for Tuesday, March 3, 2026, at 8:00 a.m. Central Time, during which President and Chief Executive Officer Quintin Kneen will discuss results for the three and twelve months ending December 31, 2025. Investors.