Tidewater Inc. (TDW) M&A Call Transcript
Tidewater Inc. (TDW) M&A Call Transcript
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.
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.
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.
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.
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.
Tidewater: Another Strong Quarter, But Some Near-Term Weakness Ahead - Buy
Leading offshore support vessel provider Tidewater Inc. reported strong second quarter results, with decent cash generation and profitability reaching new recovery highs. Following a comprehensive debt refinancing last month, covenants do no longer preclude the company from returning more substantial amounts of capital to shareholders. Consequently, the board has authorized a new $500 million share repurchase program.
How Much Upside is Left in Tidewater (TDW)? Wall Street Analysts Think 31.5%
The consensus price target hints at a 31.5% 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.
Tidewater (TDW)'s Technical Outlook is Bright After Key Golden Cross
Tidewater Inc. (TDW) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, TDW's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross.
Tidewater Inc. (TDW) Q2 2025 Earnings Conference Call Transcript
Tidewater Inc. (NYSE:TDW ) Q2 2025 Earnings Call August 5, 2025 9:00 AM ET Company Participants Piers Dayer Middleton - Executive VP & Chief Operating Officer Quintin V. Kneen - President, CEO & Director Samuel R.
Tidewater (TDW) Beats Q2 Earnings and Revenue Estimates
Tidewater (TDW) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.94 per share a year ago.
Tidewater: Huge Upside On Tightening OSV Supply Amid Stable Offshore Production
Tidewater is attractively valued at NTM EV/EBITDA of 4.8x and has significant upside potential, driven by tight vessel supply and improving offshore fundamentals. Ageing global OSV fleets and minimal new vessel orders support higher day rates and fleet utilisation, benefiting Tidewater's earnings outlook over the next 24 months. Offshore oil production is expected to remain stable, or slightly growing in competitive regions like the Gulf of Mexico, Guyana, and Brazil, supporting stable demand for Tidewater's services.
