SEACOR Marine Holdings Inc. (SMHI)

Over the past six months, Seacor Marine Holdings Inc.'s stock price has declined, with the share price at $5.88 as of October 13, 2025, a 34.08% decrease from $8.92 on October 14, 2024. The stock's 52-week high was $9.04 and low was $3.63. Recent earnings reports have shown mixed results. The first quarter of 2025 showed disappointing results due to seasonality, higher maintenance, and weakness in the North Sea and U.S. Gulf, with fleet utilization at only 60%. The second quarter of 2025 also saw weak results, with revenues below consensus estimates and profit margins declining due to increased drydockings and major repair requirements, although the average day rate increased. The company benefited from a one-time gain of $19.1 million from the sale of three vessels in Q2 2025. For the quarter ending June 30, 2025, revenue was $60.81 million, a decrease of 12.96% year-over-year, and the company reported an EPS of ($0.26). Analyst ratings have been cautious, with Clarkson Capital cutting shares to a "neutral" rating, Weiss Ratings reiterating a "sell" rating, and Wall Street Zen upgrading the stock to a "hold" rating. The company currently has a consensus rating of "Reduce" and an average target price of $7.00.

Demand for Seacor Marine Holdings Inc.'s products and services exhibits seasonality, with the first quarter (Q1) typically being seasonally weak. While fleet utilization can experience a seasonal uptick in the second quarter (Q2), overall revenues may still be down year-over-year due to other factors. The company's business economics are influenced by day rates and utilization rates, which are tied to the supply and demand in the offshore support vessel market, oil prices, offshore drilling activity, and renewable energy projects.

Seacor Marine Holdings Inc. (SMHI) is a leading international provider of marine and support transportation services to the offshore energy industry and other maritime sectors. The company operates within the energy sector, specifically the marine transportation and offshore support services industry, providing essential support and specialized solutions to clients primarily in offshore oil and gas, as well as the offshore wind industry. SMHI operates and manages a diverse fleet of offshore support vessels (OSVs), including platform supply vessels (PSVs), crew transfer vessels (CTVs), anchor handling tug supply (AHTS) vessels, liftboats, pushboats, and inland towboats. These vessels deliver cargo and personnel, handle anchors, assist offshore operations, provide construction support, and carry underwater equipment, while also offering accommodations, safety support, and emergency response services.

Seacor Marine Holdings Inc. operates globally, with a significant market presence in key offshore energy markets worldwide. Its principal geographic segments include the United States (primarily in the Gulf of Mexico), Africa and Europe, the Middle East and Asia, and Latin America (primarily Mexico, Guyana, and Trinidad and Tobago). The company also has offshore support centers in West Africa and maintenance facilities in Brazil.

Seacor Marine Holdings Inc. maintains a reputation for operational excellence, a commitment to safety, and environmental stewardship. The company emphasizes delivering safe, reliable, and cost-effective marine transportation and services. It has cultivated strong customer relationships through its extensive asset base, operational expertise, and focus on safety and reliability. There were no specific events found in the past year that negatively impacted Seacor Marine Holdings Inc.'s brand reputation.

Seacor Marine Holdings Inc. has a blend of institutional and individual ownership. Institutional investors hold a significant portion of the company's shares, with 200 institutional owners and shareholders holding a total of 14,696,905 shares, representing 47% of the shares. Major institutional shareholders include BlackRock, Inc., Dimensional Fund Advisors Lp, Vanguard Group Inc, First Eagle Investment Management, LLC, FESRX - First Eagle Small Cap Opportunity Fund Class R6, Robotti Robert, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, Oppenheimer & Close, LLC, and State Street Corp. BlackRock, Inc. is the largest shareholder with 6.5% of shares outstanding. Insider ownership accounts for 0.74% of the shares, with CEO John Gellert holding 4.7% of the shares. The general public holds a 28% ownership stake.