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SEACOR Marine(SMHI) - 2025 Q4 - Earnings Call Presentation
2026-02-25 12:00
Exhibit 99.2 SEACOR Marine Holdings Inc. Investor Presentation 25 February 2026 SMHI LISTED NYSE Forward-Looking Statements Forward-Lookino Statements discussed in this release as vell as in other reports, materials and oral statements that SE4COR Marine Holdings Inc. ("SEACOR Marine" or the "C from time to time to time to the public constitute "forward-looking statements" within the measing of the Private Securities Litication Act of 1995. Generally worlds such a "expent" "nonient" "intend" "theileye" "phl ...
Fund Exits $11 Million Stake in Tidewater as Offshore Firm Targets $1.37 Billion in 2026 Sales
Yahoo Finance· 2026-02-12 22:44
Company Overview - Tidewater Inc. is a leading provider of marine support services to the global offshore energy industry, operating a diversified fleet and delivering critical logistics and transportation solutions [6] - The company supports complex offshore projects, including oil, gas, and renewable energy developments, positioning itself as a key partner for energy operators [6] - As of February 11, 2026, Tidewater's market capitalization is $3.53 billion, with a revenue of $1.36 billion and a net income of $151.68 million [4] Recent Financial Performance - Tidewater's latest quarter revenue reached $341.1 million, essentially flat year over year, while adjusted EBITDA was $137.9 million [10] - For the first nine months, net income attributable to shareholders was $114.8 million, and management tightened full-year revenue guidance to a range of $1.33 billion to $1.35 billion [10] - The company introduced a revenue range of $1.32 billion to $1.37 billion for the next year, along with a remaining $500 million share repurchase authorization [10] Market Position and Stock Performance - As of February 11, shares of Tidewater were priced at $71.16, reflecting a 29.6% increase over the prior 12 months, outperforming the S&P 500's roughly 14% gain in the same period [3] - Tidewater's vessel utilization sits near 76% fleetwide, with average day rates at $22,798 [12] Recent Transactions - Sagil Capital LLP fully exited its position in Tidewater by selling 201,763 shares in the fourth quarter for an estimated $10.76 million [1][2] - The sale reflects both the share sale and underlying price changes, indicating that gains may already be priced in after a significant run [11]