TIDEWATER INC (TDW) FY2025 10-K Annual Report

Filed: Mar 2, 2026
Industrials
Water TransportationSEC EDGAR

TIDEWATER INC (TDW) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 2, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

TIDEWATER INC FY2025 10-K Analysis

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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TIDEWATER INC FY2025 Key Financial Metrics
XBRL

Revenue

$1.4B

+0.5% YoY

Net Income

$335M

+85.2% YoY

Operating Margin

20.9%

-224bp YoY

Net Margin

24.7%

+1132bp YoY

ROE

24.5%

+830bp YoY

Total Assets

$2.4B

+15.0% YoY

EPS (Diluted)

$6.64

+95.3% YoY

Operating Cash Flow

$379M

+38.4% YoY

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

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