TDW

TDW Earnings Preview

Tidewater Inc. · Energy · $4B

13d until earnings

TDW Earnings

Monday, May 04 2026
EPS Estimate
$0.68
$0.62 – $0.75
Revenue Estimate
$325M
Current Price
$85.01

Our Position

bullish · high

Tidewater Surges 65% as Insiders Buy Amid Volatile Sales

structured data est. revisions rising (+9.9pp / 30d)

The juxtaposition of sharp insider buys at lower prices against massive sells above $100 reveals internal uncertainty despite strong market gains, challenging the sustainability of current levels without clear earnings momentum.

Watch: Next earnings and management guidance on 2026 vessel utilization will test if growth justifies the recent price surge and resolves insider conflicting signals.

Data Signal Summary

1 bullish
2 bearish
Insider buying cluster Put/call 2.9 (bearish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
-3.2%
P/E Ratio
12.8
Est. Revisions (30d)
+0.5% 0up/2dn
Analyst Target (mean)
$82 $52–$117 -3%
Options P/C Ratio
2.87
Est. Dispersion
19% 4 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater

Recent Activity

insider trades 61 transactions
Award · ROBOTTI ROBERT EDWARD (Director) ·374 shares ·$31,207
Award · COUGLE MELISSA (Director) ·374 shares ·$31,207
Award · KNEEN QUINTIN V (Chief Executive Officer) ·91,513 shares ·$6,888,184
Award · RUBIO SAMUEL R (Chief Financial Officer) ·16,063 shares ·$1,209,062
Award · HUDSON DANIEL ALLEN (General Counsel) ·14,648 shares ·$1,102,555
56 more
Award · MIDDLETON PIERS DAYER ·6,643 shr ·$500,019
Other · ROBOTTI ROBERT EDWARD ·10,000 shr
Sell · RUBIO SAMUEL R ·22,461 shr ·$1,798,003
Sell · HUDSON DANIEL ALLEN ·5,195 shr ·$418,509
Sell · HUDSON DANIEL ALLEN ·15,000 shr ·$1,162,500
Sell · HUDSON DANIEL ALLEN ·10,000 shr ·$700,093
Award · ROBOTTI ROBERT EDWARD ·598 shr ·$31,234
Award · COUGLE MELISSA ·598 shr ·$31,234
Award · ROBOTTI ROBERT EDWARD ·570 shr ·$31,236
Award · COUGLE MELISSA ·570 shr ·$31,236
Sell · HUDSON DANIEL ALLEN ·10,000 shr ·$575,642
Sell · HUDSON DANIEL ALLEN ·5,000 shr ·$250,080
Award · ROBOTTI ROBERT EDWARD ·655 shr ·$31,244
Award · COUGLE MELISSA ·655 shr ·$31,244
Award · ROBOTTI ROBERT EDWARD ·2,959 shr ·$124,959
Award · ZABROCKY LOIS K ·2,959 shr
Award · FAGERSTAL DICK H ·2,959 shr
Award · TRAUB KENNETH H ·2,959 shr
Award · ANDERSON DARRON M. ·2,959 shr
Award · COUGLE MELISSA ·2,959 shr
Award · RASPINO LOUIS A ·2,959 shr
Buy · ROBOTTI ROBERT EDWARD ·25,000 shr ·$1,052,148
Buy · ROBOTTI ROBERT EDWARD ·560 shr ·$22,706
Award · ROBOTTI ROBERT EDWARD ·727 shr ·$31,232
Award · KNEEN QUINTIN V ·230,538 shr ·$9,528,136
Award · RUBIO SAMUEL R ·34,656 shr ·$1,432,332
Award · DARLING DAVID E ·37,680 shr ·$1,557,314
Award · HUDSON DANIEL ALLEN ·32,841 shr ·$1,357,319
Award · MIDDLETON PIERS DAYER ·7,864 shr ·$325,019
Buy · ROBOTTI ROBERT EDWARD ·25,000 shr ·$1,002,718
Buy · ROBOTTI ROBERT EDWARD ·1,770 shr ·$72,477
Award · ROBOTTI ROBERT EDWARD ·560 shr ·$31,209
Buy · ROBOTTI ROBERT EDWARD ·2,067 shr ·$99,758
Buy · ROBOTTI ROBERT EDWARD ·21,147 shr ·$1,005,873
Buy · KNEEN QUINTIN V ·41,615 shr ·$1,999,921
Award · ROBOTTI ROBERT EDWARD ·426 shr ·$31,230
Award · ROBOTTI ROBERT EDWARD ·340 shr ·$31,178
Sell · KNEEN QUINTIN V ·367,094 shr ·$38,512,312
Sell · TRAUB KENNETH H ·20,000 shr ·$2,127,606
Other · RASPINO LOUIS A ·3,000 shr
Sell · RASPINO LOUIS A ·25,666 shr ·$2,674,122
Award · ZABROCKY LOIS K ·1,323 shr
Award · FAGERSTAL DICK H ·1,323 shr
Award · TRAUB KENNETH H ·1,323 shr
Award · ROBOTTI ROBERT EDWARD ·1,323 shr ·$124,944
Award · ANDERSON DARRON M. ·1,323 shr
Award · COUGLE MELISSA ·1,323 shr
Award · RASPINO LOUIS A ·1,323 shr
Sell · ANDERSON DARRON M. ·2,750 shr ·$282,572
Sell · ROBOTTI ROBERT EDWARD ·193,060 shr ·$20,707,389
Sell · ROBOTTI ROBERT EDWARD ·351,940 shr ·$37,641,388
Sell · ROBOTTI ROBERT EDWARD ·156,494 shr ·$16,777,744
Sell · HUDSON DANIEL ALLEN ·20,000 shr ·$2,180,000
Sell · RUBIO SAMUEL R ·24,396 shr ·$2,619,764
Sell · KNEEN QUINTIN V ·150,000 shr ·$16,351,350
Sell · DARLING DAVID E ·25,127 shr ·$2,739,069