Tidewater (TDW): government contracts, filings & geopolitical news
Tidewater (TDW) and its matched subsidiaries received $15.2M in federal contract obligations in the last 12 months and $173.0M over the last five years, according to USAspending.gov. The Department of Defense accounted for 71% of the five-year total, followed by the Department of State (21%). Annual obligations fell from $17.5M in fiscal 2025 to $15.2M in fiscal 2026 (-13%). Its largest contract with activity in that period is N4008022F5052 from the Department of the Navy, with $18.4M obligated over the life of the award. The Department of Defense announced 1 contract action naming Tidewater in the past year (face value $249.0M); the latest, on Aug 14, 2026, was $249.0M via the Army. 4 tracked superinvestor portfolios reported TDW in the latest 13F filings.
Tidewater government contracts
Obligations by agency
| Agency | Last 12 months | Last 5 years | Share of 5 years |
|---|---|---|---|
| Department of Defense | $1.2M | $122.4M | 71% |
| Department of State | $11.1M | $36.2M | 21% |
| General Services Administration | $2.3M | $11.7M | 7% |
| Department of Homeland Security | $576K | $2.3M | 1% |
| Department of Agriculture | $0 | $273K | 0% |
| Department of Justice | $51K | $127K | 0% |
| Department of Veterans Affairs | $0 | $49K | 0% |
| Agency for International Development | $0 | $33K | 0% |
| Department of the Interior | $0 | -$6K | -0% |
Top contracting offices (5 years): Department of the Navy $79.0M; Department of the Army $40.3M; Department of State $36.2M; Public Buildings Service $11.7M; Department of the Air Force $3.1M; U.S. Secret Service $2.3M.
Largest contracts
| Award | Description · recipient | Agency | Obligated (award total) | Start | End |
|---|---|---|---|---|---|
| N4008022F5052 | Base bid TIDEWATER, INC. | Department of Defense Department of the Navy | $18.4M | Oct 1, 2022 | Sep 16, 2026 |
| N4008023F4108 | Repair pavement purvis rd, marine corps base quantico virginia TIDEWATER, INC. | Department of Defense Department of the Navy | $16.5M | Mar 9, 2023 | Sep 30, 2027 |
| 19AQMM26F1506 | Singapore hvac replacement and repairs award TIDEWATER, INC. | Department of State | $13.4M | Sep 18, 2026 | Mar 16, 2029 |
| N4008022F4901 | Wrnmmc-010 renovate main entrance TIDEWATER, INC. | Department of Defense Department of the Navy | $12.2M | Sep 27, 2022 | May 27, 2026 |
| N4008022F4809 | Repair fire protection systems bldg 250a usna TIDEWATER, INC. | Department of Defense Department of the Navy | $7.9M | Sep 13, 2022 | Dec 11, 2024 |
| N4008024F4977 | Wrnmmc- 27 provide emergency power to it cooling equipment 203130 TIDEWATER, INC. | Department of Defense Department of the Navy | $7.3M | Sep 12, 2024 | Dec 14, 2026 |
| 19AQMM23F3317 | Comments: approval flow edit: polly elizabeth fassnacht added by jill michaelis on wed sep 27 09:24:24 edt 2023 reason added: selected approver contracting officer: alla weinstein project manager: kamila pollock rfca link: https://usd TIDEWATER, INC. | Department of State | $7.0M | Nov 1, 2023 | Sep 30, 2026 |
| N4008022F4734 | Masonry repairs, mahan hall, bldg. 106 TIDEWATER, INC. | Department of Defense Department of the Navy | $6.7M | Aug 17, 2022 | Apr 11, 2025 |
| N4008022F4963 | Bldg 33 hq distributed workforce initiative db, wny, dc. TIDEWATER, INC. | Department of Defense Department of the Navy | $6.4M | Sep 26, 2022 | Dec 20, 2024 |
| 19AQMM25F0451 | Design/build contract for the u.s. embassy managua consular affairs renovation. TIDEWATER, INC. | Department of State | $6.1M | Mar 5, 2025 | Nov 7, 2026 |
Newest contracts
| Award | Description · recipient | Agency | Obligated (award total) | Start | End |
|---|---|---|---|---|---|
| 19AQMM26F1506 | Singapore hvac replacement and repairs award TIDEWATER, INC. | Department of State | $13.4M | Sep 18, 2026 | Mar 16, 2029 |
| 47PD5526F0338 | To replace cracked sewer pipes at the sandra day o'connor courthouse, 401 w washington st. phoenix az. 85003. TIDEWATER, INC. | General Services Administration Public Buildings Service | $498K | Sep 2, 2026 | Jan 30, 2027 |
| 19BB2126C0009 | Is not foreign assistance TIDEWATER, INC. | Department of State | $0 | Sep 2, 2026 | Sep 12, 2026 |
| 19TH2526P0272 | Pmsc fuel mgt system - option year one TIDEWATER, INC. | Department of State | $17K | Sep 1, 2026 | Aug 31, 2027 |
| 19FJ6026P0573 | Pr16153531: fwp 351 -fuel fill line repairs TIDEWATER, INC. | Department of State | $20K | Aug 26, 2026 | Aug 30, 2026 |
| 19HR9026C0005 | Faczg chiller maintenance contract (7901srvc)((x10001) TIDEWATER, INC. | Department of State | $16K | Aug 20, 2026 | Sep 29, 2026 |
| 191D3226F0102 | Fac - pmsc fuel management system TIDEWATER, INC. | Department of State | $21K | Aug 18, 2026 | Sep 29, 2027 |
| 19SF5026P0066 | Replace failing fuel pump controller at the utility building TIDEWATER, INC. | Department of State | $115K | Aug 12, 2026 | Aug 24, 2026 |
Recent Department of Defense contract announcements
| Date | Branch / agency | Amount | Contract | Announcement (excerpt) |
|---|---|---|---|---|
| Aug 14, 2026 | Army | $249.0M | W912PB-26-D-A027 | Tidewater Inc., Elkridge, Maryland, was awarded a $249,000,000 firm-fixed-price, indefinite-delivery/indefinite-quantity contract for facility sustainment, restoration, and modernization construction services across Army installations in Germany. Bids were… |
Matched USAspending recipients: TIDEWATER, INC. (UEI JCF9ED1AD3N8, parent with subsidiaries).
Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.
TDW share price, last 12 months
Close $91.75 on Sep 15, 2026, +86.1% since Oct 24, 2025 (range $48.67 to $91.75, daily closes).
Company facts
- Ticker
- TDW (NYSE)
- Sector
- Industrials
- Industry (SEC SIC code)
- Water Transportation (4400)
- Headquarters (USAspending)
- Elkridge, Md
Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.
What changed for Tidewater (TDW)
- 0 news
- 0 SEC filings
- 0 fund / insider trades
Latest SEC filings
None on record yet.
Latest fund & insider buys and sales
None on record yet.
Held by superinvestors
4 of the tracked billionaire portfolios reported TDW in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.
| Manager | % of portfolio | Value | Change | Quarter |
|---|---|---|---|---|
| Tweedy Browne Tweedy Browne Company | 0.15% | $2.0M | Added 14% | Q2 2026 |
| Steven Romick First Pacific Advisors (FPA) | 0.06% | $5.1M | Reduced 7% | Q2 2026 |
| Ray Dalio Bridgewater Associates | 0.00% | $720.1K | Reduced 30% | Q2 2026 |
| Mario Gabelli GAMCO Investors | 0.00% | $311.8K | Reduced 76% | Q2 2026 |
Latest geopolitical & market news
None on record yet.
Peers: Water Transportation
| Company | Ticker | Federal contracts, 12 months |
|---|---|---|
| Royal Caribbean Cruises | RCL | – |
| Viking Holdings | VIK | – |
| Carnival | CCL | – |
| Norwegian Cruise Line Holdings | NCLH | – |
| Kirby | KEX | – |
| Matson | MATX | $49.1M |
| International Seaways | INSW | – |
| Golar LNG | GLNG | – |
| Teekay Tankers | TNK | – |
| Nordic American Tankers | NAT | – |
Biggest government contractors in Industrials: Lockheed Martin ($52.30B), Rtx ($33.79B), The Boeing ($28.52B), General Dynamics ($28.21B), Northrop Grumman ($13.93B), Huntington Ingalls Industries ($9.32B), Fluor ($8.05B), L3Harris Technologies ($6.68B).
Congressional trades in TDW
Trades in TDW that members of Congress have publicly reported, newest filing first.
No congressional trades are stored for this view yet.
All congressional stock trades →
Geopolitical news for TDW
Everything on TDW, newest first
No original notes are listed on this page yet.
Frequently asked questions
How much does the U.S. government spend with Tidewater?
USAspending.gov shows $15.2M in federal contract obligations to Tidewater (TDW) and its matched subsidiaries in the last 12 months and $173.0M over the last five years (as of Oct 28, 2026).
Which agencies award contracts to Tidewater?
Over five years: Department of Defense $122.4M; Department of State $36.2M; General Services Administration $11.7M; Department of Homeland Security $2.3M.
What is Tidewater's latest Department of Defense contract?
On Aug 14, 2026 the Department of Defense announced a $249.0M award to Tidewater Inc. (W912PB-26-D-A027) via the Army.
Where does the contract data come from?
USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.
What geopolitical news affects TDW?
This page lists every Geopolitics Alpha note that names TDW as exposed to an event, with the reason it is exposed.
Has Congress traded TDW?
The table above lists trades in TDW that members of Congress have publicly reported, with a link to each official filing.
Is this investment advice?
No. We show news, exposure and past price moves. Nothing here is a recommendation.