$TDW

Rubio Samuel R (EVP, CFO & CAO) sold 17,705 indirectly-held shares of TIDEWATER INC (TDW) at $91.56 ($1.62M total) on 2026-08-12.

Tidewater (TDW) Q2 2026 earnings call said gross margin was just under 47%, about 3 points above prior expectations, and about 49% excluding $6.8 million of Operation Epic Fury costs. Weighted average leading edge day rate rose ~7.5% sequentially. Free cash flow nearly doubled to $64 million. Tidewater expects to close the Wilsons acquisition around Sept. 1 and targets net leverage ~0.8x by Q3 end.

Tidewater (NYSE:TDW) reported Q2 segment strength in Europe and the Mediterranean, citing higher utilization and day rates, and said conflict-related off-hire was not experienced. It incurred about $6.8M in additional Q2 costs for Operation Epic Fury, expects ~$4M in Q3, and revised 2026 revenue to $1.42B-$1.47B. Wilson Sons acquisition is expected to close around Sept. 1, with ~$270M cash for equity and net leverage near 0.8x post-deal.

Stocks rose after Brent rebounded from below $80 to the mid-$80s amid renewed Strait of Hormuz supply risk. Iran’s Parliament reviewed a bill to permanently ban hostile vessels and impose cargo fines, while Kpler data showed Hormuz transit down about 33%. Oil-linked E&P and services shares including SM, TDW, PTEN, BKV, and TALO jumped.

The article lists five stocks with large Tuesday moves. AdaptHealth (AHCO) fell 39.5% after weaker Q2 results and a major cut to full-year guidance. UL Solutions (ULS) dropped 11.7% on soft Q2 results. Ball (BALL) fell 3.1% despite a revenue beat. Tidewater (TDW) rose 18.5% on mixed Q2 2026 results. Wayfair (W) gained 27.5% after Q2 revenue and earnings beat estimates.

Tidewater (NYSE:TDW) reported Q2 CY2026 results. Revenue was $342.3 million, flat year over year, but 4.8% above Wall Street estimates. GAAP profit was $0.43 per share, 6.5% below consensus. Adjusted EBITDA beat estimates, and the stock rose 6.1% to $75.08 after the release.

TIDEWATER INC (TDW) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex_956944.htm EXHIBIT 99.1 ex_956944.htm Exhibit 99.1 Tidewater Inc. 842 West Sam Houston Parkway North, Suite 400 Houston, TX 77024, USA +1.713.470.5300 Tidewater Reports Results for the Six Months Ended June 30, 2026 Second Quarter 2026 Highlights ● Revenue of $342.3

Tidewater (NYSE: TDW), an offshore vessel operator, is set to report Q2 results Monday after the bell. Last quarter it reported revenue of $326.2 million, down 2.2% YoY, but missed EPS and EBITDA estimates. For Q2, analysts expect revenue to fall 4.3% YoY. TDW trades around $75.30 versus an average analyst price target of $86.57.

APA, Tidewater and Tenaris shares fell after WTI crude dropped 2.2% to about $71.88 and Brent slipped below $77, as investors took profits despite U.S. confirmation of secondary strikes on Iran and Trump saying the ceasefire is over. The article cites tanker tracking showing continued Strait of Hormuz traffic and notes S&P 500 energy fell ~2.45%.

Stocks including Tidewater (TDW), Magnolia Oil & Gas (MGY) and Cactus (WHD) rose after oil prices jumped on reports of attacks on tankers near the Strait of Hormuz. The August crude contract moved above $72/bbl; a drone attack on Russia’s largest refinery also pressured prices higher. WTI and Brent were cited as rising intraday.