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Stolt-Nielsen Limited (SOIEF)
OTHER OTC:SOIEF
Earnings Data
Report Date
Apr 09, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.97Last Year’s EPS
1.32Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced outcome: the company delivered a resilient finish to 2025 with strong full-year EBITDA (second-highest on record), meaningful progress on diversification, strategic acquisitions and solid customer/employee metrics. However, near-term challenges include material weakness in the core tanker segment (notably ~18–19% declines in tanker EBITDA/TCE), reduced free cash flow, higher net leverage (net debt/EBITDA 3.12x) and integration costs from Suttons that delay synergy realization. Management reiterated a multi-hundred-million dollar EBITDA guidance range for 2026 ($600–$750M) but flagged ongoing geopolitical and market uncertainties that could affect outcomes.Company Guidance
Strong Q4 and Full-Year EBITDA Performance
Q4 EBITDA of $186 million and full-year EBITDA of $776 million (at the upper end of guidance), representing the second-highest EBITDA in company history; management provided 2026 EBITDA guidance of $600–$750 million.
Diversification of Earnings Mix
EBITDA mix shifted away from tankers: EBITDA generated outside Stolt Tankers increased to 43% from 35% year-over-year (an increase of ~$40 million). Non-Stolt Tanker operations now account for 57% of the asset base and 45% of EBITDA.
Strategic M&A and Fleet Expansion
Acquired 100% of Suttons International, adding >11,000 ISO tank containers (~+20% to the fleet); completed acquisitions of remaining stakes in Hassel Shipping 4 and Avenir; ordered additional modern newbuilds (including two 38,000 dwt vessels with NYK).
Customer Satisfaction and Employee Engagement
Logistics businesses Net Promoter Score improved to 52 from 40 (▲12 points); employee sustainable engagement score 86% with a record 91% response rate and average employee tenure >9 years; 70% of top 50 customers use more than one Stolt service.
Strong Capital Markets Access and Liquidity
Issued a well‑received Norwegian bond at one of the tightest spreads for a logistics company in that market; raised $297 million in new debt during Q4; quarter-end cash $144.6 million and total liquidity $477 million; debt to tangible net worth at 1.04x (well below 2.25x covenant).
Disciplined CapEx and Large Asset Base
Invested approximately $500 million in 2025, growing the asset base to $5.8 billion; planned 2026 CapEx ~ $383 million (and stated reduction of approved CapEx by ~$130 million year-over-year), demonstrating capital allocation discipline.
SOIEF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SOIEF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $35.23 | $33.95 | -3.62% |
Oct 02, 2025 | $33.86 | $31.94 | -5.66% |
Jul 03, 2025 | $24.01 | $24.01 | 0.00% |
Apr 03, 2025 | $21.69 | $20.66 | -4.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Stolt-Nielsen Limited (SOIEF) report earnings?
Stolt-Nielsen Limited (SOIEF) is schdueled to report earning on Apr 09, 2026, Before Open (Confirmed).
What is Stolt-Nielsen Limited (SOIEF) earnings time?
Stolt-Nielsen Limited (SOIEF) earnings time is at Apr 09, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SOIEF EPS forecast?
SOIEF EPS forecast for the fiscal quarter 2026 (Q1) is 0.97.