SEACOR Marine Holdings Inc. (SMHI)

Several events have impacted SMHI's stock price in the past six months. The company sold two liftboats for $76.0 million, resulting in a $30.5 million gain. SMHI reported Q3 2025 earnings per share (EPS) of $0.350, beating estimates by $0.94, and shares gained +4.6% the next day. Seacor Marine Holdings announced the publication of its 2024-2025 Sustainability Report. The stock experienced some downward pressure, with one analyst downgrade and market concerns over revenue. In the last year, SMHI shares have traded between $3.63 and $7.88, with a six-month gain of +26.28%.

Demand seasonality for Seacor Marine Holdings Inc.'s products and services is tied to the cyclical offshore energy sector and global oil and gas exploration spending. The company is strategically repositioning itself to focus on long-term contracts in key regions to mitigate volatility. The development of new areas requiring more vessels is expected to contribute to continued OSV demand growth with limited additional supply. Total OSV demand is expected to increase by approximately 13% from 2023 to 2026.

Seacor Marine Holdings Inc. is a global provider of marine and support transportation services, primarily to offshore energy facilities. The company operates in the shipping industry, chartering offshore support vessels (OSVs) to energy companies, supporting oil, gas, and windfarm operations. Its services include Platform Supply Vessels (PSVs) for transporting cargo, Fast Supply Vessels (FSVs) for rapid personnel and cargo transport, Offshore Construction/Specialty Support Vessels for maintenance and installation, and Accommodation and Maintenance Support. As of December 31, 2024, the company operated 54 support vessels, with most owned or leased-in.

Seacor Marine Holdings Inc. has a global operational footprint, including the United States (primarily the Gulf of Mexico), Africa and Europe, the Middle East and Asia, and Latin America. The company focuses on higher-growth international areas like South America and the Middle East, and regions like Brazil and West Africa. The corporate office is located in Houston, Texas.

Seacor Marine Holdings Inc. emphasizes safety, reliability, and environmental responsibility, aiming for zero incidents and injuries. The company drives innovation through investments in green technologies and digital optimization. It published its 2024-2025 Sustainability Report in November 2025, highlighting its commitment to these areas. The company's reputation for operational excellence and strong customer relationships has been cultivated through strategic acquisitions and organic growth.

The ownership structure of Seacor Marine Holdings Inc. is a mix of institutional, retail, and individual investors. Institutional ownership is nearly 50%, dominated by U.S. mutual funds, ETFs/index funds, and energy-specialist managers, with BlackRock, Inc., Dimensional Fund Advisors LP, and The Vanguard Group, Inc. being major holders. CEO John M. Gellert is the largest individual shareholder, holding a 4.98% stake.