Tidewater operates the largest offshore support vessel fleet globally at a time when newbuild constraints and aging fleet retirements have driven day rates to cycle highs. Middle East and West Africa NOC offshore campaigns extend visibility through 2028. Limited shipyard capacity for new OSVs means rate discipline holds. Free cash flow generation enables aggressive share repurchases.
Thesis reviewed May 29, 2026
Tidewater Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →⚡Energy77REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| CVE | Cenovus Energy Inc. | 72 | +17% | ↓61% | WATCH |
| FTI | TechnipFMC plc | 72 | +20% | ↓61% | WATCH |
| OVV | Ovintiv Inc. | 72 | +14% | ↓61% | WATCH |
| SU | Suncor Energy Inc. | 72 | +14% | ↓61% | WATCH |
| PSX | Phillips 66 | 72 | +13% | ↓61% | WATCH |
| OXY | Occidental Petroleum Corporation | 72 | +8% | ↓61% | NEUTRAL |
| TTE | TotalEnergies SE | 72 | +10% | ↓61% | WATCH |
Investors who hold TDW may also have indirect exposure through these country funds.
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Estimates · Yahoo Finance · Not audited figures