Tidewater

TDW

Market cap $3.92B

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.

Tidewater Inc. (TDW) M&A Call Transcript

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE: TDW) (“Tidewater”) today announced that it has entered into a definitive agreement to acquire all of the outstanding shares of Wilson Sons Ultratug Participações S.A. and its affiliate Atlantic Offshore Services S.A. (collectively, “WSUT”) at an enterprise value of approximately $500 million, including the assumption of WSUT's existing debt (the “Transaction”). Strategic Rationale Strengthens Tidewater's OSV position: WSUT's fleet consists of 22 P.

Sagil Capital sold 201,763 shares of Tidewater in the fourth quarter; the estimated trade value was $10.76 million. The transaction represents a 2.45% change relative to Sagil Capital LLP's 13F reportable assets under management.

BLDR declined 28% in 2025 amidst weakness in the housing market and as new home starts pressured sentiment. Tidewater serves the energy industry by transporting crew and supplies, towing and anchoring drillships and supporting offshore construction projects. HCC's existing mines should generate $100-$350MM in annual free cash flow (assuming lower for longer met coal prices).

Tidewater (TDW) presents a compelling opportunity after a recent price drop and strong Q3 results, with management signaling potential M&A activity. TDW's sector leadership, backlog, low leverage (0.4x EBITDA), and virtually non-existent OSV order book position it to benefit from tightening supply and rising rates by 2027. A $500 million share buyback authorization, about 18% of market cap, provides a robust safety net if M&A does not materialize.

Tidewater Inc. ( TDW ) Q3 2025 Earnings Call November 11, 2025 9:00 AM EST Company Participants West Gotcher - Senior Vice President of Strategy, Corporate Development & IR Quintin Kneen - President, CEO & Director Piers Middleton - Executive VP & Chief Operating Officer Samuel Rubio - Executive VP & CFO Conference Call Participants James Rollyson - Raymond James & Associates, Inc., Research Division Fredrik Stene - Clarksons Platou Securities AS, Research Division Joshua Jayne - Daniel Energy Partners, LLC Gregory Lewis - BTIG, LLC, Research Division Presentation Operator Thank you for standing by. My name is Liz, and I'll be your conference operator today.

Tidewater (TDW) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.87 per share a year ago.

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE:TDW) announced today revenue for the three and nine months ended September 30, 2025 of $341.1 million and $1,016.0 million, respectively, compared with $340.4 million and $1,000.8 million, respectively, for the three and nine months ended September 30, 2024. Tidewater's net income (loss) for the three and nine months ended September 30, 2025, was $(0.8) million ($0.02 per common share) and $114.8 million ($2.27 per common share), respectively, comp.

HOUSTON--(BUSINESS WIRE)--Tidewater Inc. (NYSE: TDW) (“Tidewater” or the “Company”) announced today that it will release financial results for the three months ending September 30, 2025, on Monday, November 10, 2025 after market close. An earnings conference call has been scheduled for Tuesday, November 11, 2025, at 8:00 a.m. Central Time, during which President and Chief Executive Officer Quintin Kneen will discuss results for the three months ending September 30, 2025. Investors and intereste.