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Capital Clean Energy Carriers (CCEC)
NASDAQ:CCEC
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Capital Clean Energy Carriers (CCEC) AI Stock Analysis

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CCEC

Capital Clean Energy Carriers

(NASDAQ:CCEC)

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Neutral 63 (OpenAI - 5.2)
Rating:63Neutral
Price Target:
$24.00
▲(2.78% Upside)
Action:Reiterated
Date:07/30/26
The score is driven primarily by constrained financial quality (high leverage and weak free-cash-flow generation despite strong margins). Offsetting this, the latest earnings call pointed to strong contracted backlog and active risk management, while technicals are supportive with the stock trading above major moving averages. Valuation is middling given the P/E, with the dividend providing partial support.
Positive Factors
Long-dated contracted backlog
A multi‑billion firm backlog with average remaining firm charter duration of ~6.5 years (9.4 including options) provides durable cash‑flow visibility, insulating near‑term revenue from spot volatility and supporting multi‑year charter coverage and planning.
Negative Factors
High leverage
Material leverage (net leverage ~mid‑50s) increases sensitivity to rate moves and cyclical downturns, limiting financial flexibility. Elevated debt levels can amplify earnings volatility and constrain ability to self‑fund newbuilds or absorb prolonged weak charter markets.
Read all positive and negative factors
Positive Factors
Negative Factors
Long-dated contracted backlog
A multi‑billion firm backlog with average remaining firm charter duration of ~6.5 years (9.4 including options) provides durable cash‑flow visibility, insulating near‑term revenue from spot volatility and supporting multi‑year charter coverage and planning.
Read all positive factors

Capital Clean Energy Carriers (CCEC) vs. SPDR S&P 500 ETF (SPY)

Capital Clean Energy Carriers Business Overview & Revenue Model

Company Description
Capital Clean Energy Carriers Corp. (CCEC), an enterprise specializing in marine transport, is headquartered in Piraeus, Greece. This company delivers a wide array of shipping services across Greece, utilizing its fleet to move various commodities...
How the Company Makes Money
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Capital Clean Energy Carriers Earnings Call Summary

Earnings Call Date:Jul 29, 2026
(Q2-2026)
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% Change Since: |
Next Earnings Date:Oct 29, 2026
Earnings Call Sentiment Positive
The call conveyed multiple operational and financial positives: meaningful fleet growth and deliveries, a revenue increase (~+8.5%), maintenance of the quarterly dividend, a strong contracted backlog (~$2.8–$2.9B firm, ~$4.1–$4.3B including options), active interest‑rate protection ($800M collars) and favorable market dynamics (large increase in spot charter rates and U.S. export growth). The main negatives were modest: a small YoY decline in net income (~2.4%), higher vessel operating costs (including ~$3.5M of special survey costs), short‑term leverage sensitivity (~54% net leverage) and a handful of uncontracted newbuild LNG positions that create timing/charter risk. Overall, the highlights materially outweigh the lowlights, with strong forward revenue visibility and risk mitigation measures in place.
Positive Updates
Fleet Deliveries and Operational Growth
Took delivery of 4 vessels in the quarter (2 LNG carriers, 1 Handy LPG/LCO2 and 1 dual‑fuel MGC) with an additional MGC delivered in July; 5 new vessels delivered in H1 2026 overall. Company is now the largest U.S. listed LNG company by tonnage.
Negative Updates
Net Income Slightly Down
Net income from continuing operations was $29.0 million in Q2 2026 versus $29.7 million in Q2 2025, a decline of ~2.4% year‑over‑year.
Read all updates
Q2-2026 Updates
Negative
Fleet Deliveries and Operational Growth
Took delivery of 4 vessels in the quarter (2 LNG carriers, 1 Handy LPG/LCO2 and 1 dual‑fuel MGC) with an additional MGC delivered in July; 5 new vessels delivered in H1 2026 overall. Company is now the largest U.S. listed LNG company by tonnage.
Read all positive updates
Company Guidance
The company reiterated clear financial and operational guidance and provided numerous metrics: a declared dividend of $0.15/share (payable Aug 13, record Aug 4), marking the 77th consecutive quarterly cash dividend since IPO; Q2 net income from continuing operations of $29.0M and revenues of $104.9M (vs $96.7M in Q2 2025); a firm contracted revenue backlog of roughly $2.8–2.9B (rising to about $4.1–4.3B if all options exercised) with average remaining firm charter duration ~6.5 years (9.4 years including options) and firm coverage into 2037 (options to 2043); deliveries and fleet buildout (4 vessels delivered in Q2 and 5 newbuilds delivered H1, additional MGCs and three more deliveries expected in Q1 2027); balance sheet metrics of total assets ~$4.7B (fixed assets ~$4.3B), shareholders’ equity ~$1.5B, cash ~$269M and net leverage in the low‑50% range (≈54% reported) with leverage expected to peak modestly over the next 2–3 quarters then decline; CapEx largely weighted to LNG in 2026–27 with an assumed 70% financing for unfunded vessels and a statement that remaining CapEx is financeable; debt actions including full repayment of a €150M bond, issuance of a €250M bond at 3.75% and interest protection via two zero‑cost SOFR collars totalling $800M notional (3‑year tenors, weighted average floor ~3.7% and cap ~4.3%), leaving ~50% of debt fixed or rate‑protected; dry dock guidance ~ $5M per yard and ~20–25 off‑hire days (to date ahead of budget), a $20M buyback program initiated, and a market cap of roughly $1.4B with 60.3M shares outstanding.

Capital Clean Energy Carriers Financial Statement Overview

Summary
Strong profitability metrics (high gross and EBIT/EBITDA margins) are offset by a sharp 2025 revenue decline, high leverage (debt-heavy structure with modest recent ROE), and weak cash conversion with frequently negative free cash flow driven by heavy capex.
Income Statement
72
Positive
Balance Sheet
48
Neutral
Cash Flow
36
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue204.40M203.66M369.41M360.59M299.07M184.66M
Gross Profit110.93M114.06M207.81M175.78M146.10M79.91M
EBITDA160.70M164.61M296.46M237.16M216.70M125.47M
Net Income52.59M53.52M192.08M46.53M125.42M98.18M
Balance Sheet
Total Assets4.66B4.14B4.11B3.14B2.00B1.89B
Cash, Cash Equivalents and Short-Term Investments252.71M310.74M313.99M192.42M144.63M20.37M
Total Debt2.93B2.42B2.58B1.68B1.29B1.31B
Total Liabilities3.11B2.67B2.77B1.97B1.36B1.36B
Stockholders Equity1.55B1.46B1.34B1.16B626.01M515.00M
Cash Flow
Free Cash Flow-625.04M-73.28M-960.68M-262.22M26.99M-263.06M
Operating Cash Flow176.19M242.06M240.52M189.38M168.22M105.03M
Investing Cash Flow-808.72M-84.57M-753.14M-447.09M-14.11M-175.06M
Financing Cash Flow545.81M-197.77M644.99M307.01M-30.74M46.68M

Capital Clean Energy Carriers Technical Analysis

Technical Analysis Sentiment
Positive
Last Price23.35
Price Trends
50DMA
21.89
Positive
100DMA
21.03
Positive
200DMA
20.88
Positive
Market Momentum
MACD
0.16
Positive
RSI
53.65
Neutral
STOCH
30.37
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CCEC, the sentiment is Positive. The current price of 23.35 is above the 20-day moving average (MA) of 22.55, above the 50-day MA of 21.89, and above the 200-day MA of 20.88, indicating a bullish trend. The MACD of 0.16 indicates Positive momentum. The RSI at 53.65 is Neutral, neither overbought nor oversold. The STOCH value of 30.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CCEC.

Capital Clean Energy Carriers Risk Analysis

Capital Clean Energy Carriers disclosed 70 risk factors in its most recent earnings report. Capital Clean Energy Carriers reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Capital Clean Energy Carriers Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
83
Outperform
$2.32B5.678.64%105.24%413.89%
82
Outperform
$2.24B6.6110.71%0.27%5.87%8.14%
81
Outperform
$1.50B3.9221.99%5.50%5.55%-3.50%
65
Neutral
$1.74B5.4915.97%2.99%-52.60%11.51%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
63
Neutral
$1.34B25.423.49%2.57%-5.64%-41.58%
63
Neutral
$1.72B47.933.21%6.88%-16.39%-44.25%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CCEC
Capital Clean Energy Carriers
22.59
1.73
8.30%
CMRE
Costamare
14.16
3.32
30.62%
GSL
Global Ship Lease
41.24
12.55
43.73%
NMM
Navios Maritime Partners
79.63
35.78
81.60%
SFL
SFL Corporation
11.82
3.42
40.78%
ECO
Okeanis Eco Tankers Corp.
62.88
39.81
172.60%

Capital Clean Energy Carriers Corporate Events

Capital Clean Energy Carriers Reports Q1 2026 Results and Accelerates LNG Fleet Growth
May 11, 2026
Capital Clean Energy Carriers reported first-quarter 2026 results on May 7, 2026, with revenues of $98.0 million and net income of $18.3 million, down 3.9% and 44.0% year-on-year respectively, as operating expenses rose while interest costs declin...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 30, 2026