225 companies named the Strait of Hormuz. Two priced it.
A full-text census of 2026 quarterly reports found 422 filings naming the Strait of Hormuz, against 11 a year earlier. Two of 225 companies state what it cost them.
20 primary sourcesTicker · 1 article
SDRL
Every article on this page was built from the company's own filings. The documents they were read from are listed below, so you can check any figure yourself.
Last checked Aug 31, 2026All companies
Figures we worked out for SDRL
Not a data feed. Each of these was calculated inside one of the articles above, from the filings listed at the bottom of this page. The arithmetic is shown so you can redo it — and it is re-run every time this site is built.
| Figure | Value | Arithmetic |
|---|---|---|
| 225 companies named the Strait of Hormuz. Two priced it. | ||
| Brent in the June quarter against 27 February, per Seadrill's filing | 1.45× | 103 / 71 |
1 figure from 1 article. Totals and industry averages that belong to no single company are not listed here.
Primary sources used
- Del Monte Corporation — Form 10-Q for the quarter ended 26 June 2026MD&A — gross profit for the first six months of 2026 negatively impacted by $2.3m of charges, $0.6m customer claims and $1.7m other product-related, from disruptions to shipping lanes in the Strait of Hormuz; segment splits of $1.5m (banana) and $0.8m (fresh and value-added)
- Coda Octopus Group, Inc. — Form 10-Q for the quarter ended 30 April 2026MD&A — Products revenue $2,839,592 against $3,878,090, a decrease of $1,038,498 or 26.8%, primarily due to reduced demand caused by the conflict and the effective closure of the strait; Asia and Middle East revenue $2,046,989 against $2,770,898
- Core Laboratories Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — approximately 20% of global crude oil production passes through the strait; disruptions resulted in a reduction of 15% to 20% in global cargo movement of crude oil and derived products in the second quarter
- Seadrill Limited — Form 10-Q for the quarter ended 30 June 2026MD&A — conflict in Iran started 28 February 2026; Brent was $71 per barrel on 27 February 2026 and averaged approximately $103 per barrel in the second quarter of 2026
- Donaldson Company, Inc. — Form 10-Q for the quarter ended 30 April 2026Note on the conflict in Iran — military operation began 28 February 2026, including a blockade of the Strait of Hormuz
- W&T Offshore, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — memorandum of understanding signed 18 June 2026 between the United States and Iran, including the re-opening of the strait
- International Seaways, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — global oil production of 97.2m b/d in the second quarter of 2026, down 6.4m b/d year on year, due to effects related to the closure; the phrase also appears in the company's forward-looking statements list
- Expro Group Holdings N.V. — Form 10-Q for the quarter ended 31 March 2026MD&A — effective closure of the strait combined with infrastructure attacks shut in LNG production capacity in Qatar and the UAE equivalent to around 20% of global supply
- Expeditors International of Washington, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — offices in seven Middle East countries disrupted from late February 2026; financial impact on the region's operations in the first half of 2026 stated as not material
- Cactus, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — average WTI and Brent prices up approximately 31% and 27% in the second quarter versus the first quarter of 2026
- BGC Group, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — ECS revenues up $13.8m, or 5.3%, to $275.5m, partially offset by lower oil and refined product volumes due to disruptions caused by the closure; the offset itself is not sized
- Herbalife Ltd. — Form 10-Q for the quarter ended 30 June 2026MD&A — war in the Middle East has not had a direct material impact on results; the sentence about maritime restrictions in the strait is word-for-word identical to one in Stran & Company's filing
- Leggett & Platt, Incorporated — Form 10-Q for the quarter ended 30 June 2026MD&A — "Although not material, in April 2026, the Iranian government seized a commercial vessel transporting containers of goods purchased by one of our subsidiaries"; the following sentence describes a global helium shortage after strikes on two Qatari fields
- Kulicke & Soffa Industries, Inc. — Form 10-Q for the quarter ended 4 July 2026MD&A — Israeli operations not impacted and disruption to workforce and operations immaterial; the company continues to monitor conditions in and around the strait
- Stran & Company, Inc. — Form 10-Q for the quarter ended 30 June 2026MD&A — carries the sentence about maritime restrictions that also appears verbatim in Herbalife's filing
- Dow Inc. — Form 10-Q for the quarter ended 30 June 2026"STATEMENT ON MIDDLE EAST CONFLICT" — the same section appears word for word in the separate filing of Union Carbide, an affiliate
- Union Carbide Corporation — Form 10-Q for the quarter ended 30 June 2026The matching "STATEMENT ON MIDDLE EAST CONFLICT" section
- Big Sky Industrial Inc. — Form 10-Q filed 11 August 2026Item 1A risk factor heading quoted in this article; PEDEVCO files the same heading in the plural
- PEDEVCO Corp — Form 10-Q filed 13 August 2026Risk factor — approximately 20% of the world's oil supply and a significant portion of LNG flows through the strait; PEDEVCO's own operations are domestic
- EDGAR full-text searchThe census population. The same query with earlier date ranges produces the year-by-year counts in this article
20documents, deduplicated. Links go to the original filing, not to a summary.