Stolt-Nielsen Q2 revenue, profit beat on tanker volume growth

Stolt-Nielsen

09/07/2026 07:14

Overview
Shipping and logistics firm's Q2 revenue, EPS, and net income beat analyst expectations
Q2 EBITDA missed analyst estimates and declined year-over-year
Company cites market disruption from Strait of Hormuz closure but reports broadly stable performance

Outlook
Company did not provide specific guidance for the current or upcoming quarters in the press release

Result Drivers
MIDDLE EAST DISRUPTION - Co said closure of Strait of Hormuz disrupted logistics for chemical customers, but global network supported operations
TANKERS VOLUME GROWTH - Stolt Tankers saw higher contract and spot volumes, but average freight rates and TCE declined year-on-year
TERMINALS UTILISATION - Stolthaven Terminals delivered record operating profit as utilisation rose to 93.4% and firmer storage rates offset higher expenses
CONTAINERS INTEGRATION COSTS - Stolt Tank Containers shipment growth from Suttons integration offset by $4 mln integration expense and challenging market conditions

Company press release: ID:nGNE8KkDhP

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$750.30 mln
$722.40 mln (5 Analysts)
Q2 EPS
Beat
$0.97
$0.80 (4 Analysts)
Q2 Net Income
Beat
$51.70 mln
$42.70 mln (4 Analysts)
Q2 EBITDA
Miss
$177.30 mln
$182.68 mln (6 Analysts)

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)