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Overseas Shipholding Group Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.0200 |
| EPS actual | $0.370 |
| EPS Surprise | 1,750.00% |
| Revenue estimate | 17.768M |
| Revenue actual | 20.001M |
| Revenue Surprise | 12.57% |
| Release date | Feb 23, 2026 |
| EPS estimate | -$0.210 |
| EPS actual | -$0.0200 |
| EPS Surprise | 90.48% |
| Revenue estimate | 15.945M |
| Revenue actual | 18.324M |
| Revenue Surprise | 14.92% |
| Release date | Nov 10, 2025 |
| EPS estimate | -$0.230 |
| EPS actual | -$0.210 |
| EPS Surprise | 8.70% |
| Revenue estimate | 56.765M |
| Revenue actual | 66.605M |
| Revenue Surprise | 17.33% |
| Release date | Aug 07, 2025 |
| EPS estimate | -$0.240 |
| EPS actual | -$0.220 |
| EPS Surprise | 8.33% |
| Revenue estimate | 56.765M |
| Revenue actual | 54.957M |
| Revenue Surprise | -3.19% |
Last 4 Quarters for Overseas Shipholding Group
Below you can see how OSG 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 07, 2025 |
| Price on release | $8.49 |
| EPS estimate | -$0.240 |
| EPS actual | -$0.220 |
| EPS surprise | 8.33% |
| Date | Price |
|---|---|
| Oct 09, 2024 | $8.49 |
| Oct 10, 2024 | $8.49 |
| Oct 11, 2024 | $8.49 |
| Oct 14, 2024 | $8.49 |
| Oct 15, 2024 | $8.49 |
| Dec 30, 2025 | $7.83 |
| Dec 31, 2025 | $7.78 |
| Jan 02, 2026 | $7.47 |
| Jan 05, 2026 | $7.39 |
| 4 days before | 0% |
| 4 days after | -12.96% |
| On release day | -7.77% |
| Change in period | -12.96% |
| Release date | Nov 10, 2025 |
| Price on release | $8.49 |
| EPS estimate | -$0.230 |
| EPS actual | -$0.210 |
| EPS surprise | 8.70% |
| Date | Price |
|---|---|
| Oct 09, 2024 | $8.49 |
| Oct 10, 2024 | $8.49 |
| Oct 11, 2024 | $8.49 |
| Oct 14, 2024 | $8.49 |
| Oct 15, 2024 | $8.49 |
| Dec 30, 2025 | $7.83 |
| Dec 31, 2025 | $7.78 |
| Jan 02, 2026 | $7.47 |
| Jan 05, 2026 | $7.39 |
| 4 days before | 0% |
| 4 days after | -12.96% |
| On release day | -7.77% |
| Change in period | -12.96% |
| Release date | Feb 23, 2026 |
| Price on release | $5.64 |
| EPS estimate | -$0.210 |
| EPS actual | -$0.0200 |
| EPS surprise | 90.48% |
| Date | Price |
|---|---|
| Feb 17, 2026 | $5.77 |
| Feb 18, 2026 | $5.79 |
| Feb 19, 2026 | $5.85 |
| Feb 20, 2026 | $5.78 |
| Feb 23, 2026 | $5.64 |
| Feb 24, 2026 | $5.09 |
| Feb 25, 2026 | $5.52 |
| Feb 26, 2026 | $5.52 |
| Feb 27, 2026 | $5.35 |
| 4 days before | -2.25% |
| 4 days after | -5.14% |
| On release day | -9.75% |
| Change in period | -7.28% |
| Release date | May 06, 2026 |
| Price on release | $4.24 |
| EPS estimate | $0.0200 |
| EPS actual | $0.370 |
| EPS surprise | 1,750.00% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $4.43 |
| May 01, 2026 | $4.38 |
| May 04, 2026 | $4.24 |
| May 05, 2026 | $4.38 |
| May 06, 2026 | $4.24 |
| May 07, 2026 | $6.05 |
| May 08, 2026 | $5.37 |
| May 11, 2026 | $5.57 |
| May 12, 2026 | $5.85 |
| 4 days before | -4.29% |
| 4 days after | 37.97% |
| On release day | 42.69% |
| Change in period | 32.05% |
Overseas Shipholding Group Earnings Call Transcript Summary of Q1 2026
Octave Specialty Group delivered a strong start to 2026 driven by its Insurance Distribution segment. Total Insurance Distribution revenues rose 92% to $78.5M (42% organic growth plus the ArmadaCare acquisition), and adjusted EBITDA for that segment increased nearly fourfold to $25.3M, lifting consolidated adjusted EBITDA to $20.1M. The company reported a narrower net loss ($6.9M, $0.13/sh) versus a larger loss a year ago, while consolidated adjusted net income was $16.6M ($0.37/sh). Octave continues to grow its MGA platform (many MGAs remain early-stage), completed $44M of NCI buy-ins funded with cash and expanded its term loan, and ended the quarter with insurance distribution debt/EBITDA of ~3.2x (pro forma TTM). Everspan (Specialty P&C) is being repositioned: gross premiums written grew, accident-year loss ratios improved to the mid-50s, and adjusted EBITDA was modestly positive, but the quarter included a settlement and litigation-related legal costs that materially impacted reported loss ratios. Management reiterated focus on organic growth, disciplined MGA selection (targeting ~1–2 new startups in 2026), further reductions in corporate expenses, and a two-track data & AI strategy (proprietary systems plus curated partners, naming Anthropic as a core AI partner). Management views portfolio diversification, recent acquisitions, and improved cost structure as positioning Octave to execute through market cycles, while also noting seasonal quarter-to-quarter variability given the A&H mix.
