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SEACOR Marine Holdings Inc. (SMHI) Stock Fundamental Analysis & AI Rating 2026

SMHI NYSE Deep Sea Foreign Transportation of Freight DE CIK: 0001690334
Recently Updated • Analysis: Apr 16, 2026 • SEC Data: 2025-12-31
STRONG SELL
88% Conf
Pending
Analysis scheduled

📊 SMHI Key Takeaways

Revenue: $227.8M
Net Margin: -12.2%
Free Cash Flow: $-85.2M
Current Ratio: 2.54x
Debt/Equity: 1.15x
EPS: $-1.06
AI Rating: STRONG SELL with 88% confidence
SEACOR Marine Holdings Inc. (SMHI) receives a STRONG SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $227.8M, net profit margin of -12.2%, and return on equity (ROE) of -10.5%, SEACOR Marine Holdings Inc. demonstrates mixed fundamentals in the Transportation sector. Below is our complete SMHI stock analysis for 2026.

Is SEACOR Marine Holdings Inc. (SMHI) a Good Investment?

Claude

SMHI faces severe operational and financial distress with a $27.8M net loss, negative operating cash flow (-$36.4M), and critically inadequate interest coverage (0.7x) indicating inability to service debt obligations. The 16% YoY revenue decline combined with catastrophic -$85.2M free cash flow demonstrates the current business model is unsustainable without major operational turnaround or capital restructuring.

Why Buy SEACOR Marine Holdings Inc. Stock? SMHI Key Strengths

Claude
  • + Strong liquidity position (2.54x current ratio, $68.9M cash) provides near-term operational runway
  • + Gross margins at 20.2% demonstrate core operational pricing power in offshore transportation
  • + Marginal YoY improvement in net loss and EPS suggests stabilization from deteriorating conditions

SMHI Stock Risks: SEACOR Marine Holdings Inc. Investment Risks

Claude
  • ! Interest coverage ratio of 0.7x indicates company cannot cover debt service from operating income, creating acute refinancing risk
  • ! Severely negative free cash flow (-$85.2M, -37.4% FCF margin) is structurally unsustainable and indicates fundamental operational failure
  • ! Revenue contraction of 16% YoY in capital-intensive sector signals competitive vulnerability or market deterioration
  • ! High leverage (1.15x D/E) combined with negative cash generation severely restricts financial flexibility

Key Metrics to Watch

Claude
  • * Operating cash flow trend and timeline to positive quarterly performance
  • * Interest coverage ratio recovery above 1.5x minimum threshold
  • * Revenue stabilization with positive YoY growth and operating margin expansion

SEACOR Marine Holdings Inc. (SMHI) Financial Metrics & Key Ratios

Revenue
$227.8M
Net Income
$-27.8M
EPS (Diluted)
$-1.06
Free Cash Flow
$-85.2M
Total Assets
$660.6M
Cash Position
$68.9M

💡 AI Analyst Insight

Strong liquidity with a 2.54x current ratio provides a solid financial cushion.

SMHI Profit Margin, ROE & Profitability Analysis

Gross Margin 20.2%
Operating Margin 6.0%
Net Margin -12.2%
ROE -10.5%
ROA -4.2%
FCF Margin -37.4%

SMHI vs Transportation Sector: How SEACOR Marine Holdings Inc. Compares

How SEACOR Marine Holdings Inc. compares to Transportation sector averages

Net Margin
SMHI -12.2%
vs
Sector Avg 10.0%
SMHI Sector
ROE
SMHI -10.5%
vs
Sector Avg 18.0%
SMHI Sector
Current Ratio
SMHI 2.5x
vs
Sector Avg 1.0x
SMHI Sector
Debt/Equity
SMHI 1.2x
vs
Sector Avg 1.0x
SMHI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is SEACOR Marine Holdings Inc. Stock Overvalued? SMHI Valuation Analysis 2026

Based on fundamental analysis, SEACOR Marine Holdings Inc. shows some fundamental concerns relative to the Transportation sector in 2026.

Return on Equity
-10.5%
Sector avg: 18%
Net Profit Margin
-12.2%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.15x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

SEACOR Marine Holdings Inc. Balance Sheet: SMHI Debt, Cash & Liquidity

Current Ratio
2.54x
Quick Ratio
2.51x
Debt/Equity
1.15x
Debt/Assets
59.9%
Interest Coverage
0.67x
Long-term Debt
$304.6M

SMHI Revenue & Earnings Growth: 5-Year Financial Trend

SMHI 5-year financial data: Year 2021: Revenue $174.5M, Net Income -$92.8M, EPS $-3.95. Year 2022: Revenue $217.3M, Net Income -$78.9M, EPS $-3.18. Year 2023: Revenue $279.5M, Net Income $33.1M, EPS $1.30. Year 2024: Revenue $279.5M, Net Income -$71.7M, EPS $-2.69. Year 2025: Revenue $279.5M, Net Income N/A, EPS $-0.34.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: SEACOR Marine Holdings Inc.'s revenue has grown significantly by 60% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.34 indicates the company is currently unprofitable.

SMHI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-37.4%
Free cash flow / Revenue

SMHI Quarterly Earnings & Performance

Quarterly financial performance data for SEACOR Marine Holdings Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $59.2M $9.0M $0.35
Q2 2025 $60.8M -$6.7M $-0.26
Q1 2025 $55.5M -$15.5M $-0.56
Q3 2024 $68.9M -$883.0K $-0.03
Q2 2024 $68.3M -$4.6M $-0.17
Q1 2024 $61.2M -$9.6M $-0.36
Q3 2023 $59.8M -$883.0K $-0.03
Q2 2023 $54.0M -$4.6M $-0.17

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

SEACOR Marine Holdings Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$36.4M
Cash generated from operations
Stock Buybacks
$7.1M
Shares repurchased (TTM)
Capital Expenditures
$48.8M
Investment in assets
Dividends
None
No dividend program

SMHI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for SEACOR Marine Holdings Inc. (CIK: 0001690334)

📋 Recent SEC Filings

Date Form Document Action
Mar 10, 2026 4 xslF345X05/ownership.xml View →
Mar 10, 2026 4 xslF345X05/ownership.xml View →
Mar 10, 2026 4 xslF345X05/ownership.xml View →
Mar 10, 2026 4 xslF345X05/ownership.xml View →
Mar 5, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about SMHI

What is the AI rating for SMHI?

SEACOR Marine Holdings Inc. (SMHI) has an AI rating of STRONG SELL with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SMHI's key strengths?

Claude: Strong liquidity position (2.54x current ratio, $68.9M cash) provides near-term operational runway. Gross margins at 20.2% demonstrate core operational pricing power in offshore transportation.

What are the risks of investing in SMHI?

Claude: Interest coverage ratio of 0.7x indicates company cannot cover debt service from operating income, creating acute refinancing risk. Severely negative free cash flow (-$85.2M, -37.4% FCF margin) is structurally unsustainable and indicates fundamental operational failure.

What is SMHI's revenue and growth?

SEACOR Marine Holdings Inc. reported revenue of $227.8M.

Does SMHI pay dividends?

SEACOR Marine Holdings Inc. does not currently pay dividends.

Where can I find SMHI SEC filings?

Official SEC filings for SEACOR Marine Holdings Inc. (CIK: 0001690334) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SMHI's EPS?

SEACOR Marine Holdings Inc. has a diluted EPS of $-1.06.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SMHI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, SEACOR Marine Holdings Inc. has a STRONG SELL rating with 88% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SMHI stock overvalued or undervalued?

Valuation metrics for SMHI: ROE of -10.5% (sector avg: 18%), net margin of -12.2% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy SMHI stock in 2026?

Our dual AI analysis gives SEACOR Marine Holdings Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SMHI's free cash flow?

SEACOR Marine Holdings Inc.'s operating cash flow is $-36.4M, with capital expenditures of $48.8M. FCF margin is -37.4%.

How does SMHI compare to other Transportation stocks?

Vs Transportation sector averages: Net margin -12.2% (avg: 10%), ROE -10.5% (avg: 18%), current ratio 2.54 (avg: 1).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 16, 2026 | Data as of: 2025-12-31 | Powered by Claude AI