Himalaya Shipping Earnings Calls
| Release date | May 21, 2026 |
| EPS estimate | $0.130 |
| EPS actual | $0.150 |
| EPS Surprise | 15.30% |
| Revenue estimate | 33.428M |
| Revenue actual | 33.6M |
| Revenue Surprise | 0.515% |
| Release date | Feb 10, 2026 |
| EPS estimate | $0.302 |
| EPS actual | $0.290 |
| EPS Surprise | -4.01% |
| Revenue estimate | 41.778M |
| Revenue actual | 41.5M |
| Revenue Surprise | -0.665% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.200 |
| EPS actual | $0.210 |
| EPS Surprise | 5.00% |
| Revenue estimate | 41.033M |
| Revenue actual | 37.9M |
| Revenue Surprise | -7.64% |
| Release date | Aug 08, 2025 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0200 |
| Revenue estimate | 38.05M |
| Revenue actual | 29.9M |
| Revenue Surprise | -21.42% |
Last 4 Quarters for Himalaya Shipping
Below you can see how HSHP 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 | Aug 08, 2025 |
| Price on release | $7.17 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0200 |
| Date | Price |
|---|---|
| Aug 04, 2025 | $6.89 |
| Aug 05, 2025 | $7.10 |
| Aug 06, 2025 | $7.23 |
| Aug 07, 2025 | $7.24 |
| Aug 08, 2025 | $7.17 |
| Aug 11, 2025 | $7.19 |
| Aug 12, 2025 | $7.41 |
| Aug 13, 2025 | $7.56 |
| Aug 14, 2025 | $7.41 |
| 4 days before | 4.06% |
| 4 days after | 3.35% |
| On release day | 0.279% |
| Change in period | 7.55% |
| Release date | Nov 06, 2025 |
| Price on release | $7.68 |
| EPS estimate | $0.200 |
| EPS actual | $0.210 |
| EPS surprise | 5.00% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $7.84 |
| Nov 03, 2025 | $7.55 |
| Nov 04, 2025 | $7.42 |
| Nov 05, 2025 | $7.63 |
| Nov 06, 2025 | $7.68 |
| Nov 07, 2025 | $7.72 |
| Nov 10, 2025 | $7.91 |
| Nov 11, 2025 | $7.94 |
| Nov 12, 2025 | $8.24 |
| 4 days before | -2.04% |
| 4 days after | 7.29% |
| On release day | 0.521% |
| Change in period | 5.10% |
| Release date | Feb 10, 2026 |
| Price on release | $11.33 |
| EPS estimate | $0.302 |
| EPS actual | $0.290 |
| EPS surprise | -4.01% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $10.22 |
| Feb 05, 2026 | $10.20 |
| Feb 06, 2026 | $10.48 |
| Feb 09, 2026 | $10.72 |
| Feb 10, 2026 | $11.33 |
| Feb 11, 2026 | $11.79 |
| Feb 12, 2026 | $11.47 |
| Feb 13, 2026 | $12.02 |
| Feb 17, 2026 | $12.67 |
| 4 days before | 10.86% |
| 4 days after | 11.83% |
| On release day | 4.06% |
| Change in period | 23.97% |
| Release date | May 21, 2026 |
| Price on release | $15.12 |
| EPS estimate | $0.130 |
| EPS actual | $0.150 |
| EPS surprise | 15.30% |
| Date | Price |
|---|---|
| May 15, 2026 | $15.73 |
| May 18, 2026 | $15.44 |
| May 19, 2026 | $14.60 |
| May 20, 2026 | $15.27 |
| May 21, 2026 | $15.12 |
| May 22, 2026 | $14.20 |
| May 26, 2026 | $14.91 |
| May 27, 2026 | $14.80 |
| May 28, 2026 | $14.63 |
| 4 days before | -3.88% |
| 4 days after | -3.24% |
| On release day | -6.08% |
| Change in period | -6.99% |
Himalaya Shipping Earnings Call Transcript Summary of Q1 2026
Himalaya Shipping reported a strong Q1 2026: net profit $5.0m (EPS $0.11) vs. a loss in Q1 2025, EBITDA $24.5m, and TCE of ~$32,300/day (April TCE ~$41,600/day). Operating revenues rose to $33.6m driven by higher voyage earnings. The company declared total cash distributions of $0.18 for Jan–Mar and an additional $0.15 for April. Himalaya increased ownership in 2020 Bulkers Management AS from 40% to 54% (effective Apr 1, 2026). Cash and cash equivalents were $24.5m; sale-leaseback outstanding ~$694m (minimum cash covenant ~$12.3m). OpEx and G&A rose modestly; interest expense fell slightly due to loan repayments. Fleet and commercial highlights: 12 modern dual-fuel Newcastlemax vessels (top 1% emissions), most vessels on long-term index-linked charters with conversion options, and 11 of 12 ships currently exposed to the spot market to capture upside. Management’s breakeven all-in cash equivalent to the Baltic Capesize Index is ~$17,300/day. Market view: management is optimistic, citing structural drivers—record bauxite exports from Guinea (gaining share of Capesize/Necklacemax trades), Simandou ramp-up, rising tonne-mile, constrained newbuild/orderbook, ageing fleet, and dry-dock-related off-hire—which they believe support continued strong rates and potential for a prolonged upswing. Management remains open to accretive growth opportunities but emphasizes disciplined capital allocation and strong dividend track record (28 consecutive monthly dividends).
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