SEACOR Marine Holdings Inc. (SMHI)

Over the past six months, SMHI's stock price has been impacted by several events. The company reported disappointing first-quarter results in May 2025, with low fleet utilization and negative free cash flow. The second quarter saw a one-time gain from vessel sales, but overall results were weak due to increased drydockings and major repair requirements. The company used proceeds from vessel sales to repurchase common shares and penny warrants. In October 2025, Seacor Marine reported third-quarter EPS that surpassed analyst estimates, despite near-term headwinds in core operating revenue and a fleet utilization rate of 66%. Strategic asset management and increased average day rates contributed to a strong operating income. As of late November 2025, the stock has shown a 9.13% rise over the last month and a 28.10% increase over the past six months.

Demand for Seacor Marine Holdings, Inc.'s products and services exhibits seasonality. The first quarter of the year is typically a seasonally weak quarter for the company, leading to lower fleet utilization rates.

Seacor Marine Holdings, Inc. (SMHI) is an international provider of marine and support transportation services, primarily for the offshore energy sector, including oil and gas and the offshore wind industry. The company offers a diverse fleet of specialized vessels, such as Platform Supply Vessels (PSVs), Fast Support Intervention Vessels (FSIVs), Anchor Handling Tug Supply (AHTS) vessels, crew transfer vessels (CTVs), and liftboats. Seacor Marine also provides vessel charter and management services, including crewing and maintenance, and is involved in marine-based environmental services like oil spill response and hazardous waste management.

Seacor Marine Holdings, Inc. operates in key offshore energy markets globally. Its principal geographic regions include the United States (primarily the Gulf of Mexico), Africa and Europe, the Middle East and Asia, and Latin America (with a focus on Mexico, Guyana, and Trinidad and Tobago).

Seacor Marine Holdings, Inc. has focused on strengthening its brand reputation through a commitment to safety, environmental stewardship, and operational excellence. The company's active pursuit of sustainability initiatives, including the expansion of its hybrid Platform Supply Vessel (PSV) fleet, has positively impacted its reputation. The company also emphasizes a "GOAL ZERO" safety vision.

Seacor Marine Holdings, Inc. has a mixed ownership structure, with institutional shareholders owning approximately 43.00%, insiders holding about 19.83%, and retail investors accounting for 37.17%. Major institutional owners include BlackRock, Inc., Dimensional Fund Advisors LP, and Vanguard Group Inc. The largest individual shareholder is John M. Gellert, the President, CEO, and a Director of Seacor Marine Holdings Inc., owning approximately 4.98% of the company's shares.