Tidewater

TDW

Market cap $3.71B

While housing activity remains near cyclical lows, we believe Builders FirstSource should be able to sustain this level of cash generation. Core Natural Resources declined approximately 23% during the second quarter and is down roughly 9% year-to-date, including dividends. PrairieSky Royalty declined approximately 1% during the second quarter and is up roughly 20% year-to-date, including dividends.

Tidewater Inc. (TDW) Q1 2026 Earnings Call Transcript

Tidewater (TDW) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.83 per share a year ago.

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE:TDW) announced today revenue for the three months ended March 31, 2026 of $326.2 million, compared with $333.4 million for the three months ended March 31, 2025. Tidewater's net income for the three months ended March 31, 2026, was $6.1 million ($0.12 per common share), compared with net income of $42.7 million ($0.83 per common share) for the three months ended March 31, 2025. Quintin Kneen, Tidewater's President and Chief Executive Officer, comme.

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE: TDW) (“Tidewater” or the “Company”) announced today that it will release financial results for the three months ending March 31, 2026, on Monday, May 4, 2026 after market close. An earnings conference call has been scheduled for Tuesday, May 5, 2026, at 8:00 a.m. Central Time, during which President and Chief Executive Officer Quintin Kneen will discuss results for the three months ending March 31, 2026. Investors and interested parties may listen.

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.