Energy·Oil & Gas Equipment & Services·$4.4B
Tidewater Inc. (TDW) is a key player in the energy sector, providing services and equipment for the oil and gas industry....
Earnings Per Share (EPS)
EPS is a crucial indicator of profitability and will show how well Tidewater managed costs and revenues in a challenging market.
Revenue
Revenue figures will provide insight into overall business performance and demand for Tidewater's services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
1Q
EPS Beat Rate
75%
Avg EPS Surprise
+140.92%
Avg Stock Reaction
+1.56%
In Q4 2025, Tidewater reported an impressive EPS of $4.41, significantly exceeding estimates. The stock reacted positively, gaining 0.57% the following day.
Management Promises & Guidance
Analysts expect Tidewater to report solid earnings this quarter, with a consensus EPS of $0.68. The market is looking for continued strength in revenue as the energy sector recovers.
Bull Case
If Tidewater beats EPS estimates and shows strong revenue growth, it could indicate robust demand for its services, driving the stock higher.
Bear Case
Conversely, if the company misses on EPS or revenue, it may raise concerns about operational efficiency and market conditions, leading to a potential decline in stock price.
Earnings Per Share (EPS)
$0.68EPS is a crucial indicator of profitability and will show how well Tidewater managed costs and revenues in a challenging market.
Revenue
$325MRevenue figures will provide insight into overall business performance and demand for Tidewater's services.
The print will turn on these two things.
Q1
Will Tidewater achieve an EPS of $0.68 or higher?
This figure is critical as it reflects the company's profitability and operational efficiency, which investors will closely scrutinize.
Q2
What revenue figure will Tidewater report, and how does it compare to the $325M consensus?
Revenue performance will indicate demand for Tidewater's services and overall market conditions in the energy sector.
Why consensus could be wrong
The consensus may underestimate Tidewater's ability to capitalize on increased offshore drilling activity, which could drive higher-than-expected revenues.
Supporting Evidence
Tidewater's recent performance has shown significant EPS surprises, indicating potential for continued strong results.
Historical trends suggest that the company has a high beat rate, which may not be fully reflected in current estimates.
Key Risk
If Tidewater's revenue exceeds $330M, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is under scrutiny as investors weigh the impact of market conditions on Tidewater's operations.
Bull Confirmed If
An EPS of $0.70 or higher, coupled with revenue exceeding $330M, would confirm strong operational performance.
Bear Confirmed If
An EPS below $0.65 and revenue falling short of $320M would raise concerns about demand and profitability.
Implied Move
±N/A
There is no available options market data to gauge investor sentiment leading up to the earnings report.
Cross-company pattern from 30 similar setups.
Prior-quarter beat setup in Energy
n=30Fade rate: 11 of 21 (52%)
This setup has occurred 30 times across Energy in the last 2 years. 11 of 21 faded and 10 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 2.7%, with a raw directional average of +0.9% (modestly positive historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Tidewater beats expectations, history suggests the stock could rise by an average of +1.31%, confirming strong demand and operational efficiency.
In-Line / Cautious
An in-line report may lead to muted reactions, as the market assesses management's commentary on future growth.
Miss
If the company misses expectations, history suggests a potential decline of around +3.36%, raising concerns about operational challenges.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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COLGATE PALMOLIVE CO
May 1, 2026