NYSE$SMHI

SEACOR Marine Holdings Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Announced second quarter 2020 results.

SEACOR Marine reported operating revenues of $41.9 million, an operating loss of $16.7 million, and a net loss attributable to SEACOR Marine of $6.1 million ($0.24 loss per basic and diluted share).

  • Acquired the remaining 50% of the equity interests in SEACOSCO Offshore LLC.
  • Entered into an agreement with SEACOR Holdings Inc. permitting SEACOR Marine to carry back net operating losses under provisions of the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”).
  • Average dayrates, excluding those for the crew transfer vessel fleet, were $11,018 in the second quarter of 2020.
  • Administrative and general expenses in the second quarter were $14.5 million, including $3.7 million in non-recurring expenses.

Headline financials

Total Revenue

$41.9M

Previous: $64.3M-34.9%
EPS (adj)

-$0.24

Previous: -$1.21+80.2%
Capital Expenditures

-$19.8M

Previous: -$41.2M+52.0%
Free Cash Flow

-$25.8M

Previous: -$69.6M+62.8%
Net Income

-$6.07M

Previous: -$28.4M+78.6%
Operating Income

-$16.7M

Previous: -$16.5M-1.4%
Gross Profit

$18M

Previous: $20.8M-13.7%
Cash & Equivalents

$54.7M

Previous: $58.8M-6.9%
Total Assets

$1.05B

Previous: $1.08B-2.3%

Revenue & EPS history

SEACOR Marine · Revenue · Quarterly

$41.9M

Q2 2020-34.9%vs Q2 2019
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Revenue by segment

SEACOR Marine · $54M total across 3 segments · Q2 2022

  • Time Charter
    $49.5M
  • Other Marine Services
    $4.47M
  • Bareboat Charter
    $48K

Forward guidance

SEACOR Marine expects volatility in oil prices and the impact of COVID-19 to continue at least for the remainder of this year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

-1.5%

Avg return

Earnings day

-2.9%

Avg return

5 days after

+2.3%

Avg return

30 days after

41%

16 / 39 earnings

Positive

+15.9%

Q4 2023

Best reaction

-18.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-0.7%-0.1%
Q4 2025-8.0%-6.4%-7.3%
Q3 2025+3.3%+14.0%+17.5%
Q1 2025-0.2%+4.8%+12.9%
Q4 2024+4.4%-7.9%-9.5%
Q3 2024-18.7%-20.2%-17.8%
Q2 2024-9.5%-21.1%-15.4%
Q1 2024+2.5%-4.2%+7.7%
Q4 2023+15.9%+14.9%+33.4%
Q3 2023-1.7%-1.9%-10.3%
Q2 2023-3.6%+1.4%+8.3%
Q1 2023+4.5%+7.4%+16.2%
Q4 2022-6.6%-7.7%-29.8%
Q3 2022-4.1%-5.0%+15.4%
Q2 2022-2.9%-0.6%+2.4%
Q1 2022-1.0%-4.1%+15.0%
Q4 2021+0.3%-13.1%+34.1%
Q3 2021+6.3%+6.3%-15.8%
Q2 2021+5.6%+3.3%+10.3%
Q1 2021-3.9%-10.5%+10.8%
Q4 2020+4.2%-2.4%-8.0%
Q3 2020+7.1%+2.9%+26.5%
Q2 2020-2.3%+8.2%-2.3%
Q1 2020-13.3%-22.4%+63.1%
Q4 2019-1.1%-19.6%-44.1%
Q3 2019+0.3%-8.0%-10.3%
Q2 2019+2.6%-1.6%+8.2%
Q1 2019-5.7%+0.1%+1.8%
Q4 2018-10.4%-4.1%+2.7%
Q3 2018+1.9%+1.9%-12.0%
Q2 2018-3.2%-0.8%-6.9%
Q1 2018-5.4%-8.3%-8.8%
Q4 2015-3.3%-2.4%+19.6%
Q4 2017-3.3%-2.4%+19.6%
Q3 2017-5.8%-7.3%-12.8%
Q2 2017-7.5%-13.5%-14.2%
Q1 2016+2.1%+6.1%-2.8%
Q1 2017+2.1%+6.1%-2.8%
Q4 2016+2.1%+6.1%-2.8%

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