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SEACOR Marine Holdings (SMHI) investor relations material
SEACOR Marine Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Operating revenues for Q2 2025 were $60.8M, down from $69.9M in Q2 2024 but up 9.6% sequentially; six-month revenues were $116.3M, down from $132.6M year-over-year.
Net loss for Q2 2025 was $6.7M, improved from $12.5M loss in Q2 2024 and $15.5M sequentially; six-month net loss was $22.2M, improved from $35.6M year-over-year.
Asset rotation included sale of two PSVs and one FSV for $33.4M, generating $19.1M gain; total asset sales in H1 2025 generated $40.1M in proceeds and $25.0M in gains.
Share and warrant repurchase from Carlyle for $12.9M simplified capital structure.
Fleet size reduced to 49 vessels as of June 30, 2025, with three cold-stacked.
Financial highlights
Operating income for Q2 2025 was $6.1M, compared to a $3.9M loss in Q2 2024 and $5.3M loss sequentially; six-month operating income was $0.8M, versus a $14.5M loss year-over-year.
Direct vessel profit for Q2 2025 was $11.3M, down from $20.3M in Q2 2024 and $13.6M sequentially; six-month DVP was $24.9M, down from $35.0M year-over-year.
DVP margin declined to 18.6% from 29.1% year-over-year, impacted by higher drydocking and repairs.
Cash, cash equivalents, and restricted cash totaled $51.6M as of June 30, 2025, up from $42.9M a year earlier.
Outstanding debt was $341.0M as of June 30, 2025.
Outlook and guidance
Management expects sufficient liquidity from cash, operations, and a $25M ATM program to meet obligations and capital needs.
$65.1M in unfunded capital commitments remain, mainly for two new PSVs and hybrid battery systems, with staged payments through 2027.
Fleet repositioning and asset rotation to continue, targeting lower volatility and better returns.
New PSV deliveries expected in Q4 2026 and Q1 2027.
The company is evaluating the impact of new U.S. tax legislation signed in July 2025.
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Next SEACOR Marine Holdings earnings date
Q3 20255 Nov, 2025
Next SEACOR Marine Holdings earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
SEACOR Marine Holdings Inc. (SMHI) is a global provider of marine and support transportation services to offshore energy facilities around the world. The company specializes in a wide range of services, including delivering cargo and personnel to offshore installations such as oil rigs, natural gas platforms, and offshore wind farms. SEACOR Marine's fleet is designed to handle anchors and mooring equipment, assist in offshore production and storage operations, and support construction, well work-over, and the installation and decommissioning of offshore wind farms. Their vessels are equipped to carry and launch underwater equipment for drilling, installation, maintenance, inspection, and repair activities. Additionally, they offer accommodations for technicians and specialists, along with safety support and emergency response services. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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