Sign In
Buy SOIEF
Stolt-Nielsen Earnings Calls
| Release date | Jul 09, 2026 |
| EPS estimate | $0.85 |
| EPS actual | - |
| Revenue estimate | 719.877M |
| Revenue actual | - |
| Expected change | +/- 0.383% |
| Release date | Apr 09, 2026 |
| EPS estimate | $0.95 |
| EPS actual | $0.700 |
| EPS Surprise | -26.32% |
| Revenue estimate | 682.943M |
| Revenue actual | 717M |
| Revenue Surprise | 4.99% |
| Release date | Jan 28, 2026 |
| EPS estimate | $1.02 |
| EPS actual | $1.12 |
| EPS Surprise | 9.80% |
| Revenue estimate | 690.485M |
| Revenue actual | 680.603M |
| Revenue Surprise | -1.43% |
| Release date | Oct 02, 2025 |
| EPS estimate | $1.17 |
| EPS actual | $1.20 |
| EPS Surprise | 2.56% |
| Revenue estimate | 701.641M |
| Revenue actual | 699.88M |
| Revenue Surprise | -0.251% |
Last 4 Quarters for Stolt-Nielsen
Below you can see how SOIEF 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 | Oct 02, 2025 |
| Price on release | $35.81 |
| EPS estimate | $1.17 |
| EPS actual | $1.20 |
| EPS surprise | 2.56% |
| Date | Price |
|---|---|
| Sep 26, 2025 | $35.81 |
| Sep 29, 2025 | $35.81 |
| Sep 30, 2025 | $35.81 |
| Oct 01, 2025 | $35.81 |
| Oct 02, 2025 | $35.81 |
| Oct 03, 2025 | $32.30 |
| Oct 06, 2025 | $32.30 |
| Oct 07, 2025 | $32.30 |
| Oct 08, 2025 | $32.30 |
| 4 days before | 0% |
| 4 days after | -9.80% |
| On release day | -9.80% |
| Change in period | -9.80% |
| Release date | Jan 28, 2026 |
| Price on release | $35.05 |
| EPS estimate | $1.02 |
| EPS actual | $1.12 |
| EPS surprise | 9.80% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $35.05 |
| Jan 23, 2026 | $35.05 |
| Jan 26, 2026 | $35.05 |
| Jan 27, 2026 | $35.05 |
| Jan 28, 2026 | $35.05 |
| Jan 29, 2026 | $31.35 |
| Jan 30, 2026 | $31.35 |
| Feb 02, 2026 | $31.35 |
| Feb 03, 2026 | $31.35 |
| 4 days before | 0% |
| 4 days after | -10.56% |
| On release day | -10.56% |
| Change in period | -10.56% |
| Release date | Apr 09, 2026 |
| Price on release | $33.67 |
| EPS estimate | $0.95 |
| EPS actual | $0.700 |
| EPS surprise | -26.32% |
| Date | Price |
|---|---|
| Apr 02, 2026 | $33.67 |
| Apr 06, 2026 | $33.67 |
| Apr 07, 2026 | $33.67 |
| Apr 08, 2026 | $33.67 |
| Apr 09, 2026 | $33.67 |
| Apr 10, 2026 | $32.60 |
| Apr 13, 2026 | $32.60 |
| Apr 14, 2026 | $32.60 |
| Apr 15, 2026 | $32.60 |
| 4 days before | 0% |
| 4 days after | -3.18% |
| On release day | -3.18% |
| Change in period | -3.18% |
| Release date | Jul 09, 2026 |
| Price on release | - |
| EPS estimate | $0.85 |
| EPS actual | - |
| Date | Price |
|---|---|
| May 28, 2026 | $32.04 |
| May 29, 2026 | $32.04 |
| Jun 01, 2026 | $32.04 |
| Jun 02, 2026 | $32.04 |
| Jun 03, 2026 | $32.04 |
Stolt-Nielsen Earnings Call Transcript Summary of Q1 2026
Stolt‑Nielsen delivered a resilient first quarter 2026 with group EBITDA of just over $180 million and net profit of $47.5 million. Key positives include strong terminal performance (Stolthaven reported its second‑best quarter) and higher free cash flow (~$120 million). The company maintained robust liquidity of $546 million and improved net debt-to-EBITDA to 3.02x. Strategic moves in the quarter included the start-up of the Kaohsiung Stolthaven JV and the announced planned sale of a 50% stake in Avenir LNG to NYK Line, which materially reduces near‑term CapEx and debt exposure. Division performance was mixed: Stolt Tankers saw higher volumes but weaker freight rates (average deepsea TCE ≈ $23,600/day, down ~15% y/y); Stolt Tank Containers posted higher revenue after the Suttons acquisition but reported an operating loss due to margin pressure and integration costs; Stolthaven Terminals showed stable utilization (~91%) and modest revenue improvement. Management cited heightened geopolitical risk from the Middle East and the Strait of Hormuz disruption, withdrew 2026 EBITDA guidance due to extreme uncertainty, and signalled disciplined capital allocation — 2026 CapEx expected around $300 million (down from $511 million in 2025). The company emphasized its diversified liquid‑logistics model, cost and capital discipline, and readiness to deploy financial levers as scenarios evolve.
