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Scorpio Tankers (STNG)
NYSE:STNG
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.18Last Year’s EPS
1.03Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive tone: management highlighted transformational progress—material deleveraging to a net cash position, substantial liquidity (~$1.7B), record-low cash breakevens (~$11k/day), robust adjusted EBITDA ($568M for 2025), a raised dividend (+12.5% YoY) and disciplined fleet renewal (10 sales / 10 newbuilds). Market fundamentals were characterized as structurally supportive (increased ton‑miles, higher exports, favorable LR2/MR spot rates). The main cautions related to industry-wide challenges—an aging global fleet, sanctions removing capacity, and cyclical/geo‑political risks—but these were presented as manageable given the company’s strengthened balance sheet and operating leverage. Overall, highlights significantly outweigh the lowlights.Company Guidance
Strong Quarterly and Full-Year EBITDA
Adjusted EBITDA of $152,000,000 in Q4 2025 and $568,000,000 for the full year 2025, demonstrating sustained profitability and cash generation.
Net Income and Debt Reduction
IFRS net income of $344,000,000 for 2025 and a reduction in net debt from ~$3.1 billion (end of 2021) to a net cash position of approximately $308,000,000 as of the call, reflecting roughly a $3.0 billion deleveraging since 2021.
Substantial Liquidity and Improved Balance Sheet
Total available liquidity of ~$1.7 billion (cash $937,000,000 plus $767,000,000 revolver availability); $450,000,000 of debt repaid in 2025 including a $154,600,000 prepayment in Q4; no principal debt maturities until 2028 (after final lease settlement).
Dividend Increase
Quarterly dividend raised to $0.45 per share, a 12.5% year-over-year increase, supported by structural cash generation and a low cash breakeven.
Very Low Cash Breakeven and Cash Generation Scenarios
Company cash breakeven approximately $11,000 per day per vessel (lowest in company history). At illustrative TCEs the company can generate up to $292M/year at $20,000/day, $617M/year at $30,000/day, and $942M/year at $40,000/day.
Fleet Renewal and Operational Discipline
Sold 10 older vessels at attractive valuations and signed contracts to purchase 10 modern newbuildings (total forward outlay slightly over $700,000,000). Fleet is younger and more efficient, improving earnings power and financing attractiveness.
Market Fundamentals and Strong Spot Rates
Five consecutive quarters of rate improvement with current spot rates cited at approximately $46,000/day for LR2s and $38,000/day for MRs; structural drivers highlighted include expanding ton-mile demand (+~20% since 2019) and higher seaborne refined product exports (~22.1M bpd in January, ~+1.0M bpd YoY).
Successful Asset Monetization
Exit from DHT generated an approximately $30,000,000 cash gain, representing about a 24% return on the investment when including dividends received.
Capital Structure Optionality
$200,000,000 five-year senior unsecured notes issued in Jan 2025 trading ~103% of par; $240,000,000 of secured borrowings are revolver-drawn, preserving future liquidity flexibility; management noted ability to pay for newbuildings in cash if desired.
STNG 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
STNG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $69.89 | $67.77 | -3.03% |
Oct 30, 2025 | $61.61 | $60.72 | -1.43% |
Jul 30, 2025 | $44.39 | $44.98 | +1.33% |
May 01, 2025 | $36.73 | $37.37 | +1.75% |
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 Scorpio Tankers (STNG) report earnings?
Scorpio Tankers (STNG) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Scorpio Tankers (STNG) earnings time?
Scorpio Tankers (STNG) earnings time is at Apr 30, 2026, TBA (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 STNG EPS forecast?
STNG EPS forecast for the fiscal quarter 2026 (Q1) is 2.18.