TDW TIDEWATER INC

FY2025 10-K
Filed: Mar 2, 2026
Industrials
Water TransportationSEC EDGAR

TIDEWATER INC (TDW) filed its fiscal year 2025 10-K annual report with the SEC on Mar 2, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Core business: Global provider of offshore service vessels (OSVs) to support oil, gas, and windfarm offshore operations with a diverse fleet of 208 vessels in 30+ countries
  • New emphasis: Acquisition agreements in 2023-2026 adding 59 vessels total, including 22 PSVs in Brazil for $500M and 37 PSVs from Solstad for $594.2M
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Management Discussion & Analysis

  • Revenue $1,352.8M, up 1% YoY (+$7.0M) driven by higher average day rates ($22,573 vs $21,273) offset by lower utilization (76.1% vs 79.0%)
  • Operating margin approx. 20.9% (operating profit = revenue $1,352.8M - vessel operating costs $680.6M - other expenses) relatively stable with cost reductions partially offset by higher G&A (+21%) and depreciation (+8%)
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Risk Factors

  • Regulatory risk: pending approval by Brazilian antitrust authority for Wilson Companies acquisition impacting transaction completion
  • Geopolitical risk: exposure to piracy, war, terrorist attacks, especially in US Gulf, Caribbean, North Sea, Asia Pacific operations
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Financial Summary
XBRL

Revenue

$1.4B

Net Income

$335M

Operating Margin

20.9%

Net Margin

24.7%

ROE

24.5%

Total Assets

$2.4B

EPS (Diluted)

$6.64

Operating Cash Flow

$379M

Source: XBRL data from TIDEWATER INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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