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SEACOR Marine Holdings Inc (SMHI)
NYSE:SMHI
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SEACOR Marine Holdings (SMHI) AI Stock Analysis

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SMHI

SEACOR Marine Holdings

(NYSE:SMHI)

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Neutral 49 (OpenAI - 5.2)
Rating:49Neutral
Price Target:
$9.50
▲(1.06% Upside)
Action:Reiterated
Date:07/31/26
The score is held back primarily by weak financial performance—ongoing net losses in the trailing period and, most importantly, negative operating and free cash flow alongside meaningful leverage. Offsetting this, the technical setup is favorable with the stock trading above all key moving averages, and corporate events show operational improvement plus potential strategic catalysts. Valuation remains constrained because the company is still loss-making (negative P/E) and no dividend support is provided.
Positive Factors
Return to Profitability
Returning to net profitability demonstrates operational recovery driven by higher utilization and day rates. Over the next several months this supports restoration of earnings capacity and reduces cadence of headline losses, reflecting improving demand and execution rather than a one-off market spike.
Negative Factors
Negative Cash Flow
Material negative operating and free cash flows indicate the business is consuming cash rather than self-funding. Over months this increases reliance on financing or asset sales, constrains capital expenditure flexibility, and raises execution risk if market conditions weaken or funding costs rise.
Read all positive and negative factors
Positive Factors
Negative Factors
Return to Profitability
Returning to net profitability demonstrates operational recovery driven by higher utilization and day rates. Over the next several months this supports restoration of earnings capacity and reduces cadence of headline losses, reflecting improving demand and execution rather than a one-off market spike.
Read all positive factors

SEACOR Marine Holdings (SMHI) vs. SPDR S&P 500 ETF (SPY)

SEACOR Marine Holdings Business Overview & Revenue Model

Company Description
SEACOR Marine Holdings Inc. offers a global array of marine and logistical support services, primarily catering to offshore operations in the oil, natural gas, and wind energy sectors. Its fleet of specialized vessels performs a wide array of crit...
How the Company Makes Money
SMHI makes money by chartering its vessels and providing marine support services to customers (typically offshore operators and contractors). Revenue is generally earned under time-charter arrangements (customers pay a daily rate for use of a vess...

SEACOR Marine Holdings Financial Statement Overview

Summary
Operating profitability has improved (strong EBITDA margin cited), but the company remains loss-making (negative net margin) with essentially flat-to-down revenue. The largest concern is cash generation: trailing operating cash flow and free cash flow are both negative, indicating ongoing cash burn alongside meaningful leverage (debt above equity).
Income Statement
42
Neutral
Balance Sheet
48
Neutral
Cash Flow
28
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue210.44M227.83M271.36M279.51M217.32M170.94M
Gross Profit105.51M46.06M20.80M63.29M-14.49M-19.95M
EBITDA108.89M64.06M9.21M87.25M15.59M92.13M
Net Income-18.14M-27.84M-78.12M-9.31M-71.65M33.14M
Balance Sheet
Total Assets633.32M660.60M727.11M780.34M815.37M912.50M
Cash, Cash Equivalents and Short-Term Investments55.40M68.93M59.49M67.45M39.96M37.62M
Total Debt321.32M335.68M348.46M321.07M335.98M371.34M
Total Liabilities381.01M395.93M428.79M406.11M436.22M465.96M
Stockholders Equity252.31M264.67M298.32M373.90M378.82M446.22M
Cash Flow
Free Cash Flow-81.46M-17.56M-17.56M-1.66M-15.08M11.24M
Operating Cash Flow-51.17M-10.26M-10.26M8.95M-14.62M18.24M
Investing Cash Flow116.38M17.56M17.56M49.13M57.80M62.36M
Financing Cash Flow-23.73M-15.29M-15.29M-16.99M-41.35M-78.90M

SEACOR Marine Holdings Technical Analysis

Technical Analysis Sentiment
Positive
Last Price9.40
Price Trends
50DMA
8.81
Positive
100DMA
8.09
Positive
200DMA
7.56
Positive
Market Momentum
MACD
0.23
Positive
RSI
60.34
Neutral
STOCH
65.71
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SMHI, the sentiment is Positive. The current price of 9.4 is below the 20-day moving average (MA) of 9.71, above the 50-day MA of 8.81, and above the 200-day MA of 7.56, indicating a bullish trend. The MACD of 0.23 indicates Positive momentum. The RSI at 60.34 is Neutral, neither overbought nor oversold. The STOCH value of 65.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMHI.

SEACOR Marine Holdings Risk Analysis

SEACOR Marine Holdings disclosed 17 risk factors in its most recent earnings report. SEACOR Marine Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

SEACOR Marine Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
85
Outperform
$3.24B5.4227.73%2.17%19.33%110.30%
83
Outperform
$742.28M6.9516.52%7.62%13.60%150.34%
71
Outperform
$5.18B6.5937.04%7.97%57.66%225.95%
69
Neutral
$393.56M26.992.42%1.53%12.85%-55.79%
67
Neutral
$7.43B21.1010.45%6.56%23.19%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
49
Neutral
$264.82M-14.12-6.96%-17.49%69.97%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMHI
SEACOR Marine Holdings
9.60
3.41
55.09%
KEX
Kirby
138.00
50.13
57.05%
TNK
Teekay Tankers
92.33
41.52
81.70%
ASC
Ardmore Shipping
17.99
6.61
58.07%
KNOP
KNOT Offshore Partners
11.54
3.24
38.97%
INSW
International Seaways
103.81
61.89
147.61%

SEACOR Marine Holdings Corporate Events

Business Operations and StrategyFinancial Disclosures
SEACOR Marine Returns to Profit, Launches Strategic Review
Positive
Jul 29, 2026
On July 29, 2026, SEACOR Marine reported second-quarter 2026 operating revenues of $54.6 million, operating income of $16.0 million and net income of $3.3 million, marking a return to profitability versus losses a year earlier and in the prior qua...
Executive/Board ChangesShareholder Meetings
SEACOR Marine Shareholders Back Board, Pay and Auditor
Positive
Jun 4, 2026
At SEACOR Marine Holdings Inc.’s 2026 annual meeting of stockholders held on June 2, 2026, shareholders elected all nominated directors to the board for terms lasting until the next annual meeting or until successors are chosen. The vote res...
Business Operations and StrategyPrivate Placements and Financing
SEACOR Marine adjusts credit facilities and streamlines fleet
Positive
May 21, 2026
On May 20, 2026, SEACOR Marine and its subsidiary SEACOR Marine Foreign Holdings Inc. modified their 2024 credit agreement by securing the release of $13.7 million from an escrow account and cancelling $24.6 million of undrawn Tranche B commitment...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 31, 2026