종목/TDW
Tidewater Inc.
Reiterating 2026 revenue guidance: $1.43 to $1.48 billion; 2026 gross margin guidance: 49% to 51% pro forma for the Wilson Sons Ultratug acquisition. Outstanding share repurchase program authorization: $500 million.
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Tidewater Inc., together with its subsidiaries, provides offshore support vessels and marine support services to the offshore energy industry through the operation of a fleet of offshore marine service vessels worldwide. The company operates through five segments: Americas, Asia Pacific, Middle East, Europe/Mediterranean, and West Africa. It offers phases of offshore crude oil and natural gas exploration, field development, production, maintenance, and windfarm development and maintenance activities; towing and anchor handling for mobile offshore drilling units; transportation of supplies and personnel necessary to sustain drilling, workover, and production operations; and field abandonment, dismantlement, and restoration activities. The company also provides offshore construction; seismic and subsea support; various other specialized services, such as pipe laying, cable laying, and geotechnical survey support for windfarm construction. Its vessels consist of anchor handling towing supply vessels, platform supply vessels, and other specialty vessels, as well as crew boats, utility vessels, and offshore tugs. The company serves integrated and independent oil and gas exploration, development, and production companies; mid-sized and smaller independent exploration and production companies; foreign government-owned or government-controlled organizations engaged in the exploration, development, and production of oil and gas; offshore drilling contractors; and other companies that provide services to the offshore energy industry comprising offshore construction companies, windfarm development companies, diving companies, and well stimulation companies. Tidewater Inc. was incorporated in 1956 and is headquartered in Houston, Texas.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 11일 (월) | 2026 Q1 | $0.69 | — | — | — | — |
| 5월 4일 (월) | 2026 Q1 | $0.68 | $0.12 | −82.4% | $326M | — |
| SLB |
| 슐럼버거 |
| 83B |
| −0.2% |
| 0% (0/1) |
| EPD | 엔터프라이즈 프라덕츠 파트너스 | 83B | −5.2% | 0% (0/1) |
매출은 컨센서스 수준(정보상 컨센서스 미제시)에서 소폭 하락했으나 운영지표(업타임·활용률)와 현금흐름이 양호해 긍정적 시그널을 줌. 다만 순이익이 크게 둔화한 주요 요인은 환손실($3.4M)과 중동 관련 비용 상승으로, 단기적으로는 비용 리스크가 투자자 우려 요인으로 작용할 가능성이 큼.