Tidewater: M&A Or Buybacks On Sight

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.

Seeking Alpha • Dec 9, 2025

Tidewater Inc. (TDW) Q3 2025 Earnings Call Transcript

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.

Seeking Alpha • Nov 11, 2025

Tidewater Reports Results for the Nine Months Ended September 30, 2025

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.

Business Wire • Nov 10, 2025

Tidewater (TDW) Beats Q3 Earnings and Revenue Estimates

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.

Zacks Investment Research • Nov 11, 2025

Tidewater Announces Earnings Release and Conference Call

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.

Business Wire • Nov 4, 2025

Time to Buy These Top Oil & Energy Stocks: CRC, NCSM, TDW

Amid the recent surge in crude prices, here are three oil and energy stocks that investors may want to consider with a Zacks Rank #1 (Strong Buy).

Zacks Investment Research • Sep 25, 2025

Tidewater: Valuation And Technicals Are Still Attractive Despite Volatile Market Tides

Tidewater continues to deliver strong growth and margin improvement through strategic fleet management and geographic diversification despite external market risks. Robust liquidity, prudent debt management, and rising cash flows position TDW for sustainability and financial resilience, supporting further upside potential. Valuation metrics and DCF analysis indicate the stock remains undervalued, with technical indicators confirming ongoing bullish momentum and room for additional gains.

Seeking Alpha • Sep 4, 2025

New Strong Buy Stocks for September 3rd

TDW, JRVR, HALO, SCSC and CSW have been added to the Zacks Rank #1 (Strong Buy) List on September 3, 2025.

Zacks Investment Research • Sep 3, 2025

Has Tidewater (TDW) Outpaced Other Oils-Energy Stocks This Year?

Here is how Tidewater (TDW) and Talen Energy Corporation (TLN) have performed compared to their sector so far this year.

Zacks Investment Research • Aug 26, 2025

Wall Street Analysts Predict a 27.09% Upside in Tidewater (TDW): Here's What You Should Know

The consensus price target hints at a 27.1% upside potential for Tidewater (TDW). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Zacks Investment Research • Aug 26, 2025