The earnings call presented a mixed performance with strong resilience in EBITDA and some segments like Stolthaven Terminals and Stolt Sea Farm showing notable achievements. However, the decline in Stolt Tankers, decreased operating revenue, and increased net debt-to-EBITDA ratio highlighted significant challenges. The introduction of full-year EBITDA guidance indicates confidence in long-term strategy and diversification efforts.

Company Guidance

During Stolt-Nielsen's second quarter 2025 earnings call, the company introduced full-year EBITDA guidance, projected to range between $740 million and $810 million, reflecting its logistics-focused business model. The quarter's EBITDA was $210 million, maintaining resilience despite a 4% decline in operating revenue, attributed mainly to lower spot freight rates in Stolt Tankers. The tanker division faced a 16% drop in EBITDA due to geopolitical factors and tariff uncertainties, while Stolthaven Terminals achieved record operating profits and a utilization rate of 92%. The company's diversified portfolio, with 42% of EBITDA from non-tanker businesses, helped buffer market volatility. The call also highlighted the completion of a share buyback program and a strong liquidity position with $445 million. Stolt-Nielsen's strategic investments, including a new terminal in Turkey, align with its aim to deliver sustainable shareholder returns as a logistics company.

Resilient EBITDA Performance

The company maintained a strong EBITDA of $210 million for the quarter, $2 million higher than the same period last year, despite challenging operating conditions.

Strong Performance in Stolthaven Terminals

Utilization continues to trend upwards at Stolthaven Terminals with operating profit achieving a record quarterly level, demonstrating resilience amid market turmoil.

Dividend and Share Buyback

The company completed a share buyback program, purchasing 403,000 shares for $8.9 million. Additionally, a final dividend of $1.25 per share was approved and paid, taking the full dividend to $2.50 per share.

Introduction of Full Year EBITDA Guidance

Stolt-Nielsen introduced a full-year EBITDA guidance for 2025, expected to be in the range of $740 million to $810 million, reflecting the scope of operations as a diversified logistics business.

Positive Developments in Stolt Sea Farm

Stolt Sea Farm maintains strong pricing on biomass, positioning well ahead of the summer peak despite tighter inventories from a strong Christmas sales period.

Stolt-Nielsen (SOIEF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SOIEF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 02, 2025	2025 (Q3)	1.19 / -	1.782	―	―	―
Jul 03, 2025	2025 (Q2)	1.25 / 1.22	1.849	-33.96% (-0.63)
Apr 03, 2025	2025 (Q1)	1.31 / 1.32	1.819	-27.43% (-0.50)
Jan 30, 2025	2024 (Q4)	1.51 / 1.64	1.829	-10.33% (-0.19)
Oct 02, 2024	2024 (Q3)	1.86 / 1.78	1.61	10.68% (+0.17)
Jul 11, 2024	2024 (Q2)	1.90 / 1.85	2.313	-20.06% (-0.46)
Apr 10, 2024	2024 (Q1)	1.79 / 1.82	1.86	-2.20% (-0.04)
Feb 01, 2024	2023 (Q4)	1.61 / 1.83	1.775	3.04% (+0.05)
Oct 05, 2023	2023 (Q3)	1.58 / 1.61	1.401	14.92% (+0.21)
Jul 06, 2023	2023 (Q2)	1.76 / 2.31	1.076	114.96% (+1.24)

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
Jul 03, 2025	$24.75	$24.75	0.00%
Apr 03, 2025	$22.36	$21.30	-4.74%
Jan 30, 2025	$26.16	$25.15	-3.86%
Oct 02, 2024	$33.12	$29.72	-10.27%

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 Oct 02, 2025, Before Open (Confirmed).

What is Stolt-Nielsen Limited (SOIEF) earnings time?

Stolt-Nielsen Limited (SOIEF) earnings time is at Oct 02, 2025, 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 2025 (Q3) is 1.19.

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