Norway's Stolt-Nielsen Q4 revenue misses on weaker freight rates

Stolt-Nielsen

28/01/2026 07:08

Overview

Norway-based logistics firm's Q4 revenue missed analyst expectations

Q4 net profit fell to $59.6 mln from $91.4 mln yr/yr

Company acquired Suttons International, expanding its tank fleet

Outlook

Company sees complex logistics marketplace due to macro-economic and geopolitical uncertainties

Stolt-Nielsen focuses on enhancing position in liquid logistics

Result Drivers

WEAKER FREIGHT RATES - Stolt Tankers reported increased volumes from spot demand but saw a 19% drop in TCE earnings due to weaker freight rates

COMPETITIVE PRESSURE - Stolt Tank Containers' operating profit fell due to increased competitive pressure on margins

ACQUISITION EXPANSION - Acquisition of Suttons International Holdings Limited added 11,000 tanks to fleet, expanding service offering

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$680.60 mln
$693 mln (5 Analysts)
Q4 EPS
$1.12
Q4 Net Income
$59.60 mln
Q4 EBITDA
$186 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the marine freight & logistics peer group is "buy"

Wall Street's median 12-month price target for Stolt-Nielsen Ltd is NOK370.00, about 8.7% above its January 27 closing price of NOK340.50

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nGNEch59wY

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)