TDWTidewater Inc.

$88.76

Is the business good?

How good a business is TDW?

Tidewater Inc. earns 14% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

14%

Return on invested capital · cost of capital 9.0% · 4.7 points above what the capital costs: growth creates value

Operating margin
18%

Operating margin · Oil & Gas Equipment & Services median 10% · 12 months to Q2 2026

Cash conversion
1.10×

Cash conversion · 1.40× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
+0.23%

Share count, year on year · flat: no meaningful dilution

Operating margin by fiscal year
YearOperating margin
FY2020−47%
FY2021−26%
FY20224.1%
FY202318%
FY202423%
FY202521%
Details
Gross margin12 months to Q2 2026
100%
Operating margin12 months to Q2 2026
18%
Net margin12 months to Q2 2026
18%
Free cash flow margin
20%
Revenue, trailing twelve months
$1.35B
Free cash flow, trailing twelve months
$271M
Net income, trailing twelve months
$247M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
14%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.