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Bw Lpg Earnings Calls
| Release date | Dec 01, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | 242.921M |
| Revenue actual | - |
| Expected change | +/- 3.53% |
| Release date | Aug 26, 2025 |
| EPS estimate | $0.262 |
| EPS actual | $0.230 |
| EPS Surprise | -12.35% |
| Revenue estimate | 235.914M |
| Revenue actual | 1.064B |
| Revenue Surprise | 351.14% |
| Release date | May 20, 2025 |
| EPS estimate | $0.207 |
| EPS actual | $0.300 |
| EPS Surprise | 44.93% |
| Revenue estimate | 165.085M |
| Revenue actual | 906.652M |
| Revenue Surprise | 449.20% |
| Release date | Feb 27, 2025 |
| EPS estimate | $0.190 |
| EPS actual | $0.220 |
| EPS Surprise | 15.91% |
| Revenue estimate | 183M |
| Revenue actual | 843.746M |
| Revenue Surprise | 361.06% |
Last 4 Quarters for Bw Lpg
Below you can see how BWLP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 27, 2025 |
| Price on release | $11.36 |
| EPS estimate | $0.190 |
| EPS actual | $0.220 |
| EPS surprise | 15.91% |
| Date | Price |
|---|---|
| Feb 21, 2025 | $12.51 |
| Feb 24, 2025 | $12.12 |
| Feb 25, 2025 | $11.68 |
| Feb 26, 2025 | $11.65 |
| Feb 27, 2025 | $11.36 |
| Feb 28, 2025 | $11.34 |
| Mar 03, 2025 | $11.09 |
| Mar 04, 2025 | $11.11 |
| Mar 05, 2025 | $11.11 |
| 4 days before | -9.19% |
| 4 days after | -2.20% |
| On release day | -0.176% |
| Change in period | -11.19% |
| Release date | May 20, 2025 |
| Price on release | $11.48 |
| EPS estimate | $0.207 |
| EPS actual | $0.300 |
| EPS surprise | 44.93% |
| Date | Price |
|---|---|
| May 14, 2025 | $11.89 |
| May 15, 2025 | $11.51 |
| May 16, 2025 | $11.72 |
| May 19, 2025 | $11.33 |
| May 20, 2025 | $11.48 |
| May 21, 2025 | $10.83 |
| May 22, 2025 | $10.28 |
| May 23, 2025 | $10.57 |
| May 27, 2025 | $10.99 |
| 4 days before | -3.45% |
| 4 days after | -4.27% |
| On release day | -5.66% |
| Change in period | -7.57% |
| Release date | Aug 26, 2025 |
| Price on release | $15.10 |
| EPS estimate | $0.262 |
| EPS actual | $0.230 |
| EPS surprise | -12.35% |
| Date | Price |
|---|---|
| Aug 20, 2025 | $15.60 |
| Aug 21, 2025 | $16.03 |
| Aug 22, 2025 | $16.39 |
| Aug 25, 2025 | $15.99 |
| Aug 26, 2025 | $15.10 |
| Aug 27, 2025 | $15.17 |
| Aug 28, 2025 | $15.49 |
| Aug 29, 2025 | $15.57 |
| Sep 02, 2025 | $15.25 |
| 4 days before | -3.21% |
| 4 days after | 0.99% |
| On release day | 0.464% |
| Change in period | -2.24% |
| Release date | Dec 01, 2025 |
| Price on release | - |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 11, 2025 | $13.33 |
| Nov 12, 2025 | $12.97 |
| Nov 13, 2025 | $12.76 |
| Nov 14, 2025 | $13.07 |
| Nov 17, 2025 | $13.25 |
Bw Lpg Earnings Call Transcript Summary of Q2 2025
BW LPG delivered a strong Q2 2025 driven by exceptional market volatility and favorable VLGC fundamentals. Reported TCEs were $38,800 per available day and $37,300 per calendar day (above guidance of $35,000), yielding profit after minority of $35m (EPS $0.23) and a declared dividend of $0.22/share. Product Services posted a realized Q2 PAT of $6m (aggregated realized result YTD $39m) but remains subject to mark-to-market volatility on open positions. The company highlighted significant drydocking days (139 in Q2; 143 in Q3; 135 in Q4) that will weigh on revenue-generating days and costs. BW LPG strengthened its balance sheet with new term loans ($380m facility for advanced gas fleet and $215m for India fleet), exercised a purchase option to add BWG to the fleet, and terminated a $250m shareholder loan as liquidity improved. Liquidity remained healthy (reported $287m cash and $421m undrawn RCF; overall liquidity referenced at $7.8bn) with net leverage ~31% and all-in cash breakeven (including drydock) of ~$24,800/day. Management emphasized tight supply-demand dynamics (Panama Canal congestion, rerouted U.S. exports, low fleet growth) supporting spot rates, while the time-charter book (c.32–44% exposure) and hedges provide downside protection but limit upside recognition in reported quarterly guidance.
