SEACOR Marine Holdings Inc. (SMHI) AI Stock Analysis

SEACOR Marine Holdings Inc., based in Houston, Texas, provides marine and support transportation services to offshore oil, natural gas, and windfarm facilities globally. Operating a fleet of 81 support and specialty vessels as of December 31, 2021, the company delivers cargo and personnel to offshore installations. Its vessels handle anchors, mooring equipment, and construction tasks, while supporting well work-over, maintenance, and decommissioning. In addition, the fleet carries and deploys underwater equipment for drilling and repair, offers technician accommodations, and delivers safety and emergency response services across both traditional oil and gas and renewable wind energy markets.

Revenue increased from $170.9M in FY2021 to $279.5M in FY2023, before falling 2.9% to $271.4M in FY2024 and declining 16.0% to $227.8M in FY2025. Across the 5-year period from FY2020 to FY2025, revenue grew at a CAGR of 9.9%. Net income was $33.1M in FY2021, but turned to net losses of -$71.7M in FY2022, -$9.3M in FY2023, -$78.1M in FY2024, and -$27.8M in FY2025. Operating margin stood at 6.0% in FY2025 with a gross margin of 20.2%. For the trailing twelve months through June 30, 2026, revenue was $210.4M, with quarterly revenue down 10.2% year-over-year and operating margin at -28.2%.

As of June 30, 2026, SEACOR Marine held $55.4M in cash and short-term investments against total debt of $321.3M, leaving net debt at $265.9M. Total assets were $633.3M and shareholders' equity was $252.3M, producing a debt-to-equity ratio of 1.27 and a current ratio of 2.38. In FY2025, operating cash flow was -$10.3M and free cash flow was -$17.6M. Capital expenditures totaled $7.3M, share buybacks used $13.8M, and dividends paid were $2.9M.

With a market capitalization of $222.8M and enterprise value of $505.5M, SEACOR Marine trades at an EV to EBITDA multiple of 7.0x, which is lower than the 13.9x median of its US-listed Industrials peers. Its price-to-sales ratio of 1.1x also trades below the peer median of 1.5x, alongside a price-to-book ratio of 1.0x and EV to revenue of 2.4x. Over the past year, the stock returned 42.3%, exceeding the S&P 500 (SPY) return of 16.8%. Over five years, its 52.6% return trailed the S&P 500 return of 83.0%.

Wall Street coverage includes 1 Strong Buy rating and zero Buy, Hold, Sell, or Strong Sell ratings. The mean price target is $11.00, representing a 34.0% premium over the last close of $8.21. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $197.7M and EPS of -$2.02. For the following fiscal year, 1 analyst expects revenue of $209.6M and EPS of -$3.13. The company beat EPS estimates in all 4 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of SEACOR Marine Holdings Inc. (SMHI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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