NYSE$SMHI

SEACOR Marine Holdings Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

SEACOR Marine Holdings Inc reported net loss of $6.7 million for Q2 2025 amid vessel sales gains and regional utilization of 68%.

SEACOR Marine Holdings Inc posted operating revenues of $60.8 million for the three months ended June 30, 2025, with operating income of $6.1 million driven by $19.2 million in asset disposition gains. The company recorded a net loss of $6.7 million after interest expense and foreign currency losses. Fleet utilization stood at 68% with average day rates of $19,731.

  • Q2 2025 revenues totaled $60.8 million, down from $69.9 million in Q2 2024 due to net fleet changes.
  • Operating income reached $6.1 million thanks to $19.2 million gains on vessel sales.
  • Net loss of $6.7 million reflected $8.8 million interest expense and $2.1 million foreign currency losses.
  • Cash and cash equivalents declined to $34.4 million from $59.5 million at year-end 2024.

Headline financials

Total Revenue

$60.8M

Previous: $69.9M-13.0%
EPS (adj)

-$0.26

Previous: -$0.45+42.2%
Average Day Rates

$19.7K

No prior period
Fleet Utilization

68.0%

No prior period
Capital Expenditures

-$31M

Previous: -$4.07M-661.1%
Net Income

-$6.73M

Previous: -$12.5M+46.1%
Operating Income

$6.07M

Previous: -$3.93M+254.4%
Cash & Equivalents

$34.4M

Previous: $40.6M-15.3%
Total Assets

$680M

Previous: $722M-5.8%

Revenue & EPS history

SEACOR Marine · Revenue · Quarterly

$60.8M

Q2 2025-13%vs Q2 2024
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

SEACOR Marine · $60.8M total across 3 segments · Q2 2025

  • Time Charter
    $57.7M
  • Other Marine Services
    $2.3M
  • Bareboat Charter
    $838K

Forward guidance

Management noted improving offshore activity supported by higher oil prices but highlighted ongoing volatility and supply dynamics in the OSV market.

Tailwinds

  • Pent-up demand for maintenance and growth capex from prior underspending
  • Offshore wind farm support opportunities expanding

Headwinds

  • Potential oversupply from newbuild deliveries
  • Continued commodity price volatility

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro