Seacor Marine (SMHI)


Market Price (10/20/2026): $8.7 | Market Cap: $226.8 MilSector: Industrials | Industry: Marine Transportation

Seacor Marine (SMHI)


Market Price (10/20/2026): $8.7
Market Cap: $226.8 Mil
Sector: Industrials
Industry: Marine Transportation

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Megatrend and thematic drivers
Megatrends include US Energy Independence, and Offshore Wind Development. Themes include US Oilfield Technologies, Offshore Wind Project Development, Show more.

Weak multi-year price returns
2Y Excs Rtn is -33%, 3Y Excs Rtn is -113%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -55 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -26%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 117%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -17%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.3%, Rev Chg QQuarterly Revenue Change % is -10%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -39%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -12%

Key risks
SMHI key risks include [1] a persistent lack of profitability and poor underlying financial health, Show more.

0 Megatrend and thematic drivers
Megatrends include US Energy Independence, and Offshore Wind Development. Themes include US Oilfield Technologies, Offshore Wind Project Development, Show more.
1 Weak multi-year price returns
2Y Excs Rtn is -33%, 3Y Excs Rtn is -113%
2 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -55 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -26%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 117%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -17%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.3%, Rev Chg QQuarterly Revenue Change % is -10%
5 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -39%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -12%
7 Key risks
SMHI key risks include [1] a persistent lack of profitability and poor underlying financial health, Show more.

SMHI in ETFs

Weight = SMHI's share of each fund

VTI0.00%
ITOT0.00%
IWM0.01%
VTWO0.01%
DFAS0.00%
IWN0.00%
DFAC0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 10/19/2026

Seacor Marine (SMHI) stock has gained about 15% since 6/30/2026 because of the following key factors:

1. Significant Earnings Beat in Fiscal Q2 2026.

SEACOR Marine reported robust results for its fiscal second quarter ended June 30, 2026, announcing earnings per share (EPS) of $0.12. This significantly surpassed the consensus analyst estimate of a loss of -$1.24 per share, beating expectations by $1.36. Additionally, quarterly revenue reached $54.63 million, exceeding analysts' projections of $45.60 million. The company's net income for the quarter was $3.293 million, with operating income climbing to $15.966 million, bolstered by $31.347 million in gains from asset dispositions.

2. Announcement of Strategic Alternatives Review.

On July 29, 2026, concurrently with its strong fiscal Q2 2026 earnings, SEACOR Marine announced that its Board of Directors was undertaking a review of potential strategic alternatives. This initiative is aimed at maximizing shareholder value and often signals possible mergers, acquisitions, or other significant corporate actions that can lead to an appreciation in stock price due to the potential for an acquisition premium.

Show more
Updated on 10/19/2026

Seacor Marine (SMHI) stock has gained about 15% since 6/30/2026 because of the following key factors:

1. Significant Earnings Beat in Fiscal Q2 2026.

SEACOR Marine reported robust results for its fiscal second quarter ended June 30, 2026, announcing earnings per share (EPS) of $0.12. This significantly surpassed the consensus analyst estimate of a loss of -$1.24 per share, beating expectations by $1.36. Additionally, quarterly revenue reached $54.63 million, exceeding analysts' projections of $45.60 million. The company's net income for the quarter was $3.293 million, with operating income climbing to $15.966 million, bolstered by $31.347 million in gains from asset dispositions.

2. Announcement of Strategic Alternatives Review.

On July 29, 2026, concurrently with its strong fiscal Q2 2026 earnings, SEACOR Marine announced that its Board of Directors was undertaking a review of potential strategic alternatives. This initiative is aimed at maximizing shareholder value and often signals possible mergers, acquisitions, or other significant corporate actions that can lead to an appreciation in stock price due to the potential for an acquisition premium.

3. Favorable Macroeconomic Environment and Rising Oil Prices in Fiscal Q3 2026.

The offshore oil and gas industry experienced a positive trend in fiscal Q3 2026, contributing to an optimistic outlook for marine service providers. The global offshore oil and gas drilling market is projected to grow significantly, driven by sustained deepwater exploration investments and increased floating rig utilization. During fiscal Q3 2026, US crude futures averaged approximately $86 per barrel, reaching highs of $107 per barrel in mid-September. Higher oil prices generally incentivize increased exploration and production activities, which directly benefits companies like SEACOR Marine through greater demand for their specialized vessels and improved charter rates.

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Stock Movement Drivers

Fundamental Drivers

The 13.7% change in SMHI stock from 6/30/2026 to 10/19/2026 was primarily driven by a 18.4% change in the company's P/S Multiple.
(LTM values as of)630202610192026Change
Stock Price ($)7.658.7013.7%
Change Contribution By: 
Total Revenues ($ Mil)217210-2.9%
P/S Multiple0.91.118.4%
Shares Outstanding (Mil)2626-1.1%
Cumulative Contribution13.7%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2026 to 10/19/2026
ReturnCorrelation
SMHI13.7% 
Market (SPY)2.6%30.1%
Sector (XLI)-10.0%5.8%

Fundamental Drivers

The 21.5% change in SMHI stock from 3/31/2026 to 10/19/2026 was primarily driven by a 33.6% change in the company's P/S Multiple.
(LTM values as of)331202610192026Change
Stock Price ($)7.168.7021.5%
Change Contribution By: 
Total Revenues ($ Mil)228210-7.6%
P/S Multiple0.81.133.6%
Shares Outstanding (Mil)2626-1.6%
Cumulative Contribution21.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 10/19/2026
ReturnCorrelation
SMHI21.5% 
Market (SPY)18.2%18.4%
Sector (XLI)3.3%7.0%

Fundamental Drivers

The 34.1% change in SMHI stock from 9/30/2025 to 10/19/2026 was primarily driven by a 64.9% change in the company's P/S Multiple.
(LTM values as of)930202510192026Change
Stock Price ($)6.498.7034.1%
Change Contribution By: 
Total Revenues ($ Mil)255210-17.5%
P/S Multiple0.71.164.9%
Shares Outstanding (Mil)2626-1.5%
Cumulative Contribution34.1%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 10/19/2026
ReturnCorrelation
SMHI34.1% 
Market (SPY)16.0%21.8%
Sector (XLI)9.0%11.9%

Fundamental Drivers

The -37.3% change in SMHI stock from 9/30/2023 to 10/19/2026 was primarily driven by a -29.2% change in the company's P/S Multiple.
(LTM values as of)930202310192026Change
Stock Price ($)13.888.70-37.3%
Change Contribution By: 
Total Revenues ($ Mil)247210-14.9%
P/S Multiple1.51.1-29.2%
Shares Outstanding (Mil)27264.1%
Cumulative Contribution-37.3%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2023 to 10/19/2026
ReturnCorrelation
SMHI-37.3% 
Market (SPY)85.5%34.1%
Sector (XLI)71.0%31.1%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
SMHI Return25%169%37%-48%-8%36%203%
Peers Return-16%156%60%0%-5%48%388%
S&P 500 Return27%-19%24%23%16%12%104%

Monthly Win Rates [3]
SMHI Win Rate42%67%58%42%42%70% 
Peers Win Rate52%69%62%42%52%67% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
SMHI Max Drawdown-46%-48%-37%-61%-46%-19% 
Peers Max Drawdown-50%-45%-25%-34%-39%-25% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: TDW, HOS, HLX, FTI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/19/2026 (YTD)

How Low Can It Go

EventSMHIS&P 500
2025 US Tariff Shock
  % Loss-42.1%-18.8%
  % Gain to Breakeven72.8%23.1%
  Time to Breakeven165 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-12.9%-9.5%
  % Gain to Breakeven14.8%10.5%
  Time to Breakeven3 days24 days
2023 SVB Regional Banking Crisis
  % Loss-29.8%-6.7%
  % Gain to Breakeven42.4%7.1%
  Time to Breakeven88 days31 days
2020 COVID-19 Crash
  % Loss-66.4%-33.7%
  % Gain to Breakeven198.0%50.9%
  Time to Breakeven753 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-15.7%-3.7%
  % Gain to Breakeven18.6%3.9%
  Time to Breakeven307 days6 days

Compare to TDW, HOS, HLX, FTI

In The Past

Seacor Marine's stock fell -42.1% during the 2025 US Tariff Shock. Such a loss loss requires a 72.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventSMHIS&P 500
2025 US Tariff Shock
  % Loss-42.1%-18.8%
  % Gain to Breakeven72.8%23.1%
  Time to Breakeven165 days79 days
2023 SVB Regional Banking Crisis
  % Loss-29.8%-6.7%
  % Gain to Breakeven42.4%7.1%
  Time to Breakeven88 days31 days
2020 COVID-19 Crash
  % Loss-66.4%-33.7%
  % Gain to Breakeven198.0%50.9%
  Time to Breakeven753 days140 days

Compare to TDW, HOS, HLX, FTI

In The Past

Seacor Marine's stock fell -42.1% during the 2025 US Tariff Shock. Such a loss loss requires a 72.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Seacor Marine (SMHI)

Seacor Marine Holdings Inc. (SMHI) is a global marine transportation company that provides essential support services to offshore energy installations. Its primary business involves operating a fleet of specialized vessels that facilitate the operations of offshore oil, natural gas, and increasingly, windfarm facilities worldwide.

The company's core offering revolves around its fleet of offshore support and specialty vessels. These vessels perform a diverse range of critical tasks, including delivering cargo and personnel to offshore installations, handling anchors and mooring equipment for drilling rigs, and assisting with rig placement and movement. Additionally, SMHI provides support for construction, well work-over, maintenance, and decommissioning activities, as well as carrying and launching equipment used for underwater operations. The vessels also offer accommodations for technical staff, safety support, and emergency response services.

Seacor Marine's client base is primarily within the energy sector, serving integrated oil companies, large independent oil and natural gas exploration and production companies, and emerging independent energy firms. A growing segment of its market includes windfarm operations and installation contractors, reflecting the company's diversification into renewable energy support.

AI Analysis | Feedback

Here are a few analogies to describe Seacor Marine (SMHI):

  • Think of them as the **United Rentals for offshore oil rigs and wind farms**, providing specialized vessels and marine support services.
  • They are like a highly specialized **FedEx for offshore oil and gas facilities**, delivering personnel, cargo, and critical operational support.

AI Analysis | Feedback

  • Offshore Support Vessel Services: These services involve the transportation of cargo and personnel to various offshore installations, including oil, natural gas, and windfarm facilities.
  • Anchor Handling and Rig Moving Services: The company provides vessels and expertise for handling anchors and mooring equipment, as well as assisting in the precise placement and relocation of offshore drilling rigs.
  • Offshore Construction and Maintenance Support: This category includes vessel support for construction, well work-over, maintenance, and decommissioning projects, alongside carrying and launching specialized underwater equipment.
  • Offshore Accommodation Services: SEACOR Marine offers accommodation solutions for technicians and specialists working offshore, ensuring comfortable living quarters for extended periods.
  • Safety and Emergency Response Services: The company delivers crucial safety support and emergency response capabilities to enhance operational safety and address unforeseen incidents at sea.

AI Analysis | Feedback

Seacor Marine (SMHI) sells primarily to other companies. Its major customers fall into the following categories:

  • Integrated oil companies
  • Large independent oil and natural gas exploration and production companies
  • Emerging independent oil and natural gas exploration and production companies
  • Windfarm operations and installation contractors

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John Gellert
President and Chief Executive Officer

John Gellert has served as President and Chief Executive Officer of SEACOR Marine Holdings Inc. and a director since June 1, 2017. He previously held the role of Co-Chief Operating Officer of SEACOR Holdings Inc. starting in February 2015 and was President of SEACOR Holdings Inc.'s Offshore Marine Services segment since July 2005. Mr. Gellert began his extensive career with SEACOR Holdings Inc. in June 1992 as a financial and market analyst after graduating from Harvard College. During his tenure, he held various financial, analytical, chartering, and marketing positions, including international appointments in Europe, West Africa, and Southeast Asia. He was instrumental in steering SEACOR Marine through its transition to a standalone company following its spin-off from SEACOR Holdings in May 2017, a process that included restructuring the management team and selling the North Sea standby vessel business. Mr. Gellert also serves as Vice Chairman of the Board at the National Ocean Industries Association and as a Member of the Executive Council at Cohesive Capital Management, L.P.

Jesús Llorca
Executive Vice President and Chief Financial Officer

Jesús Llorca has been the Executive Vice President and Chief Financial Officer of SEACOR Marine since April 2018, bringing over 17 years of industry experience to his role. Prior to his current position, he served as the company's Executive Vice President of Corporate Development from June 2017. Mr. Llorca was also a Vice President of SEACOR Holdings Inc. from May 2007 to May 2017. From 2004 to 2007, he worked in the corporate group of SEACOR Holdings, supporting the General Counsel. Earlier in his career, between 2000 and 2004, he gained operational and management experience in energy services as a Manager at Nabors Drilling. He holds degrees in business and law from ICAD.

Gregory S. Rossmiller
Senior Vice President and Chief Accounting Officer

Gregory Rossmiller joined SEACOR Marine as Senior Vice President and Chief Accounting Officer on April 17, 2018. Before this, he was the Chief Financial Officer, North America, for Applus Energy and Industry, a division of Applus Services S.A., a position he held since June 2009. From 2005 to 2009, Mr. Rossmiller served as Corporate Controller for Pride International, a major drilling contractor. He also worked at PricewaterhouseCoopers from 2000 to 2005. Mr. Rossmiller is an alumnus of Harvard Business School.

Andrew H. Everett II
Senior Vice President, General Counsel and Secretary

Andrew Everett has served as Senior Vice President, General Counsel, and Secretary of SEACOR Marine since joining the company on January 22, 2018. Prior to his tenure at SEACOR Marine, Mr. Everett was an associate in the Global Corporate Group of Milbank, Tweed, Hadley & McCloy LLP from 2008 to 2018. He earned his J.D. from Boston College Law School and his B.S. from Bentley University.

Philippe Wulfers
Vice President of Finance

Philippe Wulfers became Vice President of Finance at SEACOR Marine on April 1, 2022. Before joining SEACOR Marine, he was the Corporate Finance Manager at SBM Offshore. Mr. Wulfers brings 13 years of corporate and investment banking experience, with a focus on maritime infrastructure and offshore energy in the Americas, from his previous roles at DNB Bank and DVB Bank. He holds an MBA in Finance and Strategy from New York University, Stern School of Business.

AI Analysis | Feedback

Here are the key risks to Seacor Marine's business:

  1. Persistent Unprofitability and Weak Financial Position: Seacor Marine has consistently reported unprofitability, with increasing losses over the past five years and forecasts indicating a continued decline in earnings. The company closed FY 2025 with a net loss, and analysts predict earnings will decrease by approximately 24.5% per year over the next three years. This ongoing unprofitability raises concerns about the company's long-term financial viability and its ability to generate sustainable returns. Furthermore, the company's financial position is described as not strong, with less than one year of cash runway, which poses significant liquidity risks. Its weak Piotroski F-Score (2/9) points to an elevated risk of financial distress, and there are concerns about its capacity to service debt given low operating income relative to interest expenses.

  2. Exposure to Oil Price Volatility and Cyclicality of Offshore Energy Markets: Seacor Marine's primary revenue source is chartering offshore support vessels to oil and natural gas companies. Consequently, the company is highly susceptible to the inherent volatility of oil and natural gas prices and the cyclical nature of the offshore energy industry. Fluctuations in these markets directly impact the demand for offshore drilling and production activities, which, in turn, affects the utilization rates and day rates for Seacor Marine's vessels. While the company is also involved with windfarm facilities, its significant reliance on the oil and gas sector makes it vulnerable to downturns in that market.

  3. Intense Competition and Pressure on Day Rates and Margins: The market for offshore support vessels is highly competitive, leading to downward pressure on charter rates (day rates) and profit margins. This competitive environment has contributed to uneven profitability and tight margins for Seacor Marine, as evidenced by declining average day rates and compressed direct vessel profit margins. Despite strategic efforts to secure multi-year contracts in higher-margin regions, the ongoing competitive landscape presents a continuous challenge to the company's ability to improve its financial performance.

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Autonomous and remotely operated vessels.

AI Analysis | Feedback

The addressable market for Seacor Marine's main products and services is the global offshore support vessel (OSV) market. This market encompasses the marine and support transportation services provided to offshore oil, natural gas, and windfarm facilities worldwide.

The global offshore support vessel market was valued at approximately USD 21.63 billion in 2024 and is projected to grow to around USD 37.57 billion by 2032, exhibiting a Compound Annual Growth Rate (CAGR) of 7.11% from 2025 to 2032.

Seacor Marine's services cater to two primary segments within this market:

  • Offshore Oil and Gas: This segment represents the largest portion of the offshore support vessel market. While specific percentage estimates vary across reports, it consistently holds the majority share, with some reports indicating approximately 50.9% in 2025. The increasing global energy demand and rising offshore exploration and production activities drive this segment.
  • Offshore Windfarm Facilities: This segment is experiencing significant growth. The offshore wind support vessel market is projected to reach USD 15 billion by 2033. The offshore wind segment within the broader OSV market is anticipated to show strong growth, driven by the expansion of offshore renewable energy projects globally.

AI Analysis | Feedback

Drivers of Future Revenue Growth for Seacor Marine (SMHI)

Seacor Marine (SMHI) is anticipated to experience future revenue growth over the next 2-3 years, driven by several key factors:

  1. Sustained Strong Day Rates and Pricing Power: The offshore support vessel (OSV) market has seen improved utilization, with high-spec platform supply vessel (PSV) day rates increasing significantly. Management expects this sustained pricing power to continue through 2025–2026, supported by high tendering activity, particularly in international markets.
  2. Expansion into the Offshore Wind Market: Seacor Marine is actively participating in the growing offshore wind market, providing logistics and vessel support in regions like the U.S. Northeast and North Sea. Projections indicate substantial growth in global offshore wind capacity by 2030, with a "second uplift" in construction activity expected in 2026–2028. The U.S. liftboat market is also poised for significant activity in supporting offshore wind farm development.
  3. Increased Utilization and Strategic Redeployment in Key International Basins: The company is focused on maximizing fleet utilization and actively redeploying fast support vessels (FSVs) to international markets. It targets regions such as Brazil pre-salt, the U.S. Gulf of Mexico, West Africa, and the Middle East, where day rates and vessel utilization have strengthened since 2024.
  4. Fleet Modernization and Investment in High-Specification and Hybrid Vessels: Seacor Marine is executing an asset rotation strategy that involves divesting older, non-core assets and investing in new, high-specification, and hybrid PSVs. This strategy aims to secure premium, multi-year charters with better margins, as these modern vessels offer improved efficiency and meet evolving customer demands, including ESG considerations.

AI Analysis | Feedback

Share Repurchases

  • In April 2025, Seacor Marine completed a securities repurchase from Carlyle-affiliated funds, acquiring 1,355,761 common shares at $4.90 per share and warrants for 1,280,195 shares at $4.89 per warrant, for an aggregate purchase price of approximately $12.9 million.
  • This repurchase represented about 9.1% of the company's outstanding common stock.
  • The transaction was funded by proceeds from the sale of a 201-foot, DP-2 platform supply vessel and aimed to simplify the company's capital structure by eliminating all outstanding warrants.

Capital Expenditures

  • In the fourth quarter of 2025, the company reported using $8.4 million for capital expenditures.
  • Seacor Marine is undertaking a PSV newbuild program, with steel cutting and keel laying achieved for the first PSV, and steel cutting for the second PSV. The capital expenditure for this program is fully funded.
  • These newbuilds are focused on acquiring high-specification, environmentally efficient assets, including hybrid propulsion, consistent with an asset rotation strategy to renew the fleet. The first newbuild PSV is expected for delivery in Q4 2026, with the second following in Q1 2027.

Better Bets vs. Seacor Marine (SMHI)

Peer Outperformance in Marine Transportation

SMHI has trailed 75% of its 4 Marine Transportation peers over 5Y. Marine Transportation ranks 2nd of 23 industries in Industrials by median 5Y return. That makes it one of the strongest corners of the sector.
Share of Marine Transportation constituents that SMHI has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
25%
of 4 industry peers · 54.3% return
3Y
0%
of 4 industry peers · -39.8% return
5Y
25%
of 4 industry peers · 69.6% return
No Marine Transportation peer with a comparable growth profile has beaten SMHI by more than 20pp over 5Y.
Median price return by industry across the Industrials sector, ranked by 5Y. Marine Transportation is SMHI's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Construction & Engineering 30 -0.2%113.7%164.2% STRL 1759% · FIX 1743% · AGX 772%
Marine Transportation ← 5 59.4%45.4%119.0% MATX 199% · KEX 146%
Construction Machinery & Heavy Transportation Equipment 13 -3.1%50.6%85.7% CAT 293% · ALSN 241% · WAB 221%
Aerospace & Defense 52 -10.6%55.0%63.9% ATI 1052% · FTAI 783% · HWM 623%
Trading Companies & Distributors 19 10.3%39.2%48.0% DXPE 455% · AIT 259% · URI 201%
Industrial Machinery & Supplies & Components 72 10.5%55.8%38.1% CRS 1111% · MLI 468% · SYM 292%
Rail Transportation 7 28.5%62.3%30.6% CSX 50% · UNP 42% · NSC 31%
Cargo Ground Transportation 16 32.6%4.2%23.4% XPO 276% · R 209% · ARCB 55%
Diversified Support Services 34 14.0%28.3%23.1% CXW 227% · OPLN 145% · CACI 119%
Building Products 32 -11.7%11.9%19.2% GFF 332% · TT 182% · JCI 126%
Electrical Components & Equipment 37 -8.5%72.8%13.2% POWL 2005% · BE 944% · VRT 786%
Industrial Conglomerates 17 10.8%3.6%-8.5% CSW 117% · DD 64% · CSL 62%
Agricultural & Farm Machinery 16 3.5%-4.6%-14.0% DE 95% · TTC 10% · AGCO -8%
Data Processing & Outsourced Services 6 -24.2%-5.0%-20.6% EXLS 60% · BR 6% · G -20%
Security & Alarm Services 9 -58.0%12.6%-24.5% BCO 77%
Office Services & Supplies 9 19.5%19.1%-27.0% PBI 197% · TILE 140% · HNI 42%
Research & Consulting Services 13 -2.5%-19.0%-29.8% HURN 253% · FCN 2% · BAH 1%
Passenger Ground Transportation 3 -24.2%62.8%-32.2% UBER 49% · CAR -32% · LYFT -66%
Environmental & Facilities Services 29 -32.3%24.2%-32.5% GEO 232% · CLH 184% · RSG 90%
Air Freight & Logistics 12 -28.8%-23.9%-39.9% FDX 77% · EXPD 76% · CHRW 60%
Passenger Airlines 11 -2.5%7.6%-40.2% LTM 3048% · UAL 107% · DAL 92%
Human Resource & Employment Services 22 11.4%-17.1%-44.6% ADP 50% · PAYX 6% · FA 1%
Airport Services 4 -70.6%-67.9%-83.0% JOBY -49%
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

Latest Trefis Analyses

Title
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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

SMHITDWHOSHLXFTIMedian
NameSeacor M.TidewaterHornbeck.Helix En.TechnipF. 
Mkt Price8.7080.836.83-69.3439.02
Mkt Cap0.24.0-1.627.52.8
Rev LTM2101,346-1,30310,4201,325
Op Inc LTM-55248-1001,567174
FCF LTM-81271-2351,572253
FCF 3Y Avg-49244-1681,233206
CFO LTM-51311-2531,859282
CFO 3Y Avg-23276-1881,510232

Growth & Margins

SMHITDWHOSHLXFTIMedian
NameSeacor M.TidewaterHornbeck.Helix En.TechnipF. 
Rev Chg LTM-17.5%-1.0%-6.2%9.9%2.6%
Rev Chg 3Y Avg-4.3%22.4%-6.2%13.6%9.9%
Rev Chg Q-10.2%0.3%-20.8%9.0%4.6%
QoQ Delta Rev Chg LTM-2.9%0.1%-4.2%2.2%1.2%
Op Inc Chg LTM-63.5%-16.7%-23.4%33.3%3.3%
Op Inc Chg 3Y Avg-3,353.2%58.5%-47.2%73.3%52.9%
Op Mgn LTM-26.0%18.4%-7.7%15.0%11.4%
Op Mgn 3Y Avg-13.0%20.3%-7.9%12.2%10.1%
QoQ Delta Op Mgn LTM-1.8%-1.2%-2.7%0.5%-0.4%
CFO/Rev LTM-24.3%23.1%-19.4%17.8%18.6%
CFO/Rev 3Y Avg-10.3%20.8%-14.4%15.7%15.1%
FCF/Rev LTM-38.7%20.1%-18.1%15.1%16.6%
FCF/Rev 3Y Avg-21.3%18.4%-12.8%12.8%12.8%

Valuation

SMHITDWHOSHLXFTIMedian
NameSeacor M.TidewaterHornbeck.Helix En.TechnipF. 
Mkt Cap0.24.0-1.627.52.8
P/S1.13.0-1.22.61.9
P/Op Inc-4.116.2-15.617.515.9
P/EBIT8.017.7-18.117.617.6
P/E-12.516.3-39.323.419.8
P/CFO-4.412.9-6.214.89.5
Total Yield-8.0%6.1%-2.5%4.5%3.5%
Dividend Yield0.0%0.0%-0.0%0.3%0.0%
FCF Yield 3Y Avg-25.9%8.0%-12.9%7.0%7.5%
D/E1.40.2-0.40.00.3
Net D/E1.20.0--0.00.00.0

Returns

SMHITDWHOSHLXFTIMedian
NameSeacor M.TidewaterHornbeck.Helix En.TechnipF. 
1M Rtn-4.4%-6.8%-18.8%--3.7%-5.6%
3M Rtn12.5%7.2%-27.6%12.4%-3.7%7.2%
6M Rtn19.8%-4.9%-25.2%16.1%-1.1%-1.1%
12M Rtn54.3%67.3%8.0%67.7%93.7%67.3%
3Y Rtn-39.8%14.8%-34.2%2.1%243.1%2.1%
1M Excs Rtn-4.5%-6.9%-19.0%--3.8%-5.7%
3M Excs Rtn10.7%1.5%-31.6%7.3%-9.0%1.5%
6M Excs Rtn12.1%-12.7%-33.0%8.4%-8.8%-8.8%
12M Excs Rtn35.2%49.3%-6.5%53.8%79.4%49.3%
3Y Excs Rtn-112.7%-57.3%-112.8%-77.9%177.1%-77.9%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment228271280217 
Bareboat charter    4
Other marine services    7
Time charter    160
Total228271280217171


Price Behavior

Price Behavior
Market Price$8.70 
Market Cap ($ Bil)0.2 
First Trading Date05/10/2011 
Distance from 52W High-12.7% 
   50 Days200 Days
DMA Price$9.17$7.85
DMA Trendupup
Distance from DMA-5.1%10.8%
 3M1YR
Volatility57.0%56.0%
Downside Capture82.0462.65
Upside Capture107.4693.53
Correlation (S&P 500)33.0%18.0%
SMHI Betas & Captures as of 9/30/2026

 1M2M3M6M1Y3Y
Beta0.020.211.560.820.941.31
Up Beta-0.060.493.070.810.491.24
Down Beta-0.710.201.010.821.392.05
Up Capture-58%-33%122%77%95%46%
Bmk +ve Days6162766132424
Stock +ve Days6152751116343
Down Capture173%108%99%85%90%105%
Bmk -ve Days16263760120328
Stock -ve Days15253570131393

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SMHI
SMHI51.0%56.0%0.92-
Sector ETF (XLI)11.0%17.2%0.4310.6%
Equity (SPY)17.1%12.7%0.9518.8%
Gold (GLD)-4.2%29.3%-0.1514.0%
Commodities (DBC)52.6%20.7%1.9314.9%
Real Estate (VNQ)3.9%13.7%0.038.0%
Bitcoin (BTCUSD)-24.8%43.7%-0.5311.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SMHI
SMHI12.5%58.9%0.43-
Sector ETF (XLI)12.4%17.6%0.5329.1%
Equity (SPY)13.5%17.1%0.6028.4%
Gold (GLD)18.3%18.9%0.7812.7%
Commodities (DBC)9.8%19.5%0.3831.2%
Real Estate (VNQ)1.3%18.8%-0.0419.5%
Bitcoin (BTCUSD)7.2%51.8%0.3213.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SMHI
SMHI-8.3%67.3%0.15-
Sector ETF (XLI)13.1%20.0%0.5737.2%
Equity (SPY)15.3%17.9%0.7232.5%
Gold (GLD)12.2%16.4%0.617.2%
Commodities (DBC)8.3%18.1%0.3728.1%
Real Estate (VNQ)5.1%20.7%0.2125.7%
Bitcoin (BTCUSD)63.0%66.2%1.039.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date9302026
Short Interest: Shares Quantity0.9 Mil
Short Interest: % Change Since 91520262.9%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest9.0 days
Basic Shares Quantity26.1 Mil
Short % of Basic Shares3.4%

Earnings Returns History

Updated 8/31/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/29/202623.6%22.4%23.2%
4/29/20261.9%1.9%1.2%
2/25/2026-8.0%-6.0%-6.4%
10/29/20254.6%14.2%16.3%
7/30/2025-2.0%11.2%25.3%
4/30/2025-5.5%-9.4%9.4%
2/26/20254.4%-9.3%-7.7%
10/30/2024-19.3%-14.7%-18.5%
...
SUMMARY STATS   
# Positive91315
# Negative161210
Median Positive4.6%3.9%15.8%
Median Negative-2.0%-10.5%-10.9%
Max Positive23.6%30.2%32.3%
Max Negative-19.3%-24.8%-27.5%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/29/202623.6%22.4%23.2%
4/29/20261.9%1.9%1.2%
2/25/2026-8.0%-6.0%-6.4%
10/29/20254.6%14.2%16.3%
7/30/2025-2.0%11.2%25.3%
4/30/2025-5.5%-9.4%9.4%
2/26/20254.4%-9.3%-7.7%
10/30/2024-19.3%-14.7%-18.5%
7/31/2024-11.6%-24.8%-16.6%
5/1/20242.8%3.9%8.0%
2/29/202415.3%15.3%32.3%
11/1/2023-1.3%-12.5%-10.0%
8/2/2023-0.2%3.1%2.3%
4/21/2023-0.6%0.6%-3.3%
3/6/2023-5.9%-16.3%-27.5%
11/2/2022-0.4%0.8%19.9%
8/3/2022-2.0%-1.1%4.5%
5/4/2022-4.8%3.9%10.6%
3/10/2022-2.0%-14.2%31.0%
11/4/20212.1%-1.0%-23.1%
8/4/202112.3%13.4%15.8%
5/6/2021-1.5%-11.5%10.8%
3/12/2021-1.6%-9.1%-11.9%
11/5/20204.7%0.0%26.5%
8/6/2020-0.8%30.2%-0.8%
SUMMARY STATS   
# Positive91315
# Negative161210
Median Positive4.6%3.9%15.8%
Median Negative-2.0%-10.5%-10.9%
Max Positive23.6%30.2%32.3%
Max Negative-19.3%-24.8%-27.5%

SEC Filings

Expand for More
Report DateFiling DateFiling
06/30/202607/29/202610-Q
03/31/202604/29/202610-Q
12/31/202502/25/202610-K
09/30/202510/29/202510-Q
06/30/202507/30/202510-Q
03/31/202504/30/202510-Q
12/31/202402/26/202510-K
09/30/202410/30/202410-Q
06/30/202407/31/202410-Q
03/31/202405/01/202410-Q
12/31/202302/29/202410-K
09/30/202311/01/202310-Q
06/30/202308/02/202310-Q
03/31/202305/03/202310-Q
12/31/202203/06/202310-K
09/30/202211/02/202210-Q
Collapse to Preview
Report DateFiling DateFiling
06/30/202607/29/202610-Q
03/31/202604/29/202610-Q
12/31/202502/25/202610-K
09/30/202510/29/202510-Q
06/30/202507/30/202510-Q
03/31/202504/30/202510-Q
12/31/202402/26/202510-K
09/30/202410/30/202410-Q
06/30/202407/31/202410-Q
03/31/202405/01/202410-Q
12/31/202302/29/202410-K
09/30/202311/01/202310-Q
06/30/202308/02/202310-Q
03/31/202305/03/202310-Q
12/31/202203/06/202310-K
09/30/202211/02/202210-Q
06/30/202208/03/202210-Q
03/31/202205/05/202210-Q
12/31/202103/10/202210-K
09/30/202111/04/202110-Q
06/30/202108/04/202110-Q
03/31/202105/06/202110-Q
12/31/202003/12/202110-K
09/30/202011/05/202010-Q
06/30/202008/06/202010-Q
03/31/202005/11/202010-Q
12/31/201903/04/202010-K
09/30/201911/12/201910-Q

Insider Activity

Updated 9/4/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell904202610.004,11641,1601,942,790Form
2Llorca, JesusEVP & CFODirectSell904202610.004,00040,0003,829,810Form
3Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell825202610.002002,0001,983,950Form
4Llorca, JesusEVP & CFODirectSell825202610.004014,0103,848,810Form
5Llorca, JesusEVP & CFODirectSell81920269.853,20731,5893,793,058Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell904202610.004,11641,1601,942,790Form
2Llorca, JesusEVP & CFODirectSell904202610.004,00040,0003,829,810Form
3Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell825202610.002002,0001,983,950Form
4Llorca, JesusEVP & CFODirectSell825202610.004014,0103,848,810Form
5Llorca, JesusEVP & CFODirectSell81920269.853,20731,5893,793,058Form
6Llorca, JesusEVP & CFODirectSell81420269.785,92757,9663,797,466Form
7Llorca, JesusEVP & CFODirectSell81420269.751,50314,6543,843,606Form
8Llorca, JesusEVP & CFODirectSell81420269.762,84027,7183,862,217Form
9Llorca, JesusEVP & CFODirectSell81120269.7913,054127,7993,901,893Form
10Llorca, JesusEVP & CFODirectSell81120269.752051,9994,013,227Form
11Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell80420269.561,0189,7321,898,568Form
12Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell80420269.525,11348,6761,900,316Form
13Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell73120269.541,63715,6171,953,086Form
14Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell73120269.1463,124576,9041,885,997Form
15Rossmiller, Gregory ScottSVP & CAODirectSell73120269.1627,741254,1562,240,105Form
16Llorca, JesusEVP & CFODirectSell73120269.1260,823554,7063,755,780Form
17Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell71720268.504,10834,9182,290,640Form
18Rossmiller, Gregory ScottSVP & CAODirectSell71720268.503,22327,3962,314,100Form
19Llorca, JesusEVP & CFODirectSell71520268.4213,914117,1563,979,637Form
20Llorca, JesusEVP & CFODirectSell71520268.297,81664,7954,033,541Form
21Llorca, JesusEVP & CFODirectSell70620268.011,38611,1023,959,912Form
22Llorca, JesusEVP & CFODirectSell63020268.021,64913,2253,975,971Form
23Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell63020268.0410,56584,9432,199,704Form
24Llorca, JesusEVP & CFODirectSell63020268.0314,461116,1223,994,170Form
25Everett, Andrew H IISr. VP, General Counsel & SecyDirectSell62420268.029,43575,6692,278,963Form
26Llorca, JesusEVP & CFODirectSell62420267.9811,96395,4654,084,699Form
27Llorca, JesusEVP & CFODirectSell62420267.7314,432111,5594,049,206Form
28Rossmiller, Gregory ScottSVP & CAODirectSell61620267.179,60168,8391,975,120Form
29Rossmiller, Gregory ScottSVP & CAODirectSell61620267.279,67070,3012,072,466Form
30Persily, Julie DirectSell111220257.457,00052,183637,198Form
Core Cache Last Updated: 10/19/2026