Scorpio Tankers Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $2.73 |
| EPS actual | $3.02 |
| EPS Surprise | 10.62% |
| Revenue estimate | 286.812M |
| Revenue actual | 303.021M |
| Revenue Surprise | 5.65% |
| Release date | Feb 12, 2026 |
| EPS estimate | $1.37 |
| EPS actual | $1.62 |
| EPS Surprise | 18.25% |
| Revenue estimate | 233.344M |
| Revenue actual | 241.424M |
| Revenue Surprise | 3.46% |
| Release date | Oct 30, 2025 |
| EPS estimate | $1.39 |
| EPS actual | $1.49 |
| EPS Surprise | 7.19% |
| Revenue estimate | 236.407M |
| Revenue actual | 241.361M |
| Revenue Surprise | 2.10% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.03 |
| EPS actual | $1.41 |
| EPS Surprise | 36.89% |
| Revenue estimate | 219.362M |
| Revenue actual | 230.225M |
| Revenue Surprise | 4.95% |
Last 4 Quarters for Scorpio Tankers
Below you can see how STNG 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 | Jul 30, 2025 |
| Price on release | $45.70 |
| EPS estimate | $1.03 |
| EPS actual | $1.41 |
| EPS surprise | 36.89% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $44.64 |
| Jul 25, 2025 | $44.09 |
| Jul 28, 2025 | $44.83 |
| Jul 29, 2025 | $45.10 |
| Jul 30, 2025 | $45.70 |
| Jul 31, 2025 | $45.21 |
| Aug 01, 2025 | $47.05 |
| Aug 04, 2025 | $47.82 |
| Aug 05, 2025 | $49.00 |
| 4 days before | 2.37% |
| 4 days after | 7.22% |
| On release day | -1.07% |
| Change in period | 9.77% |
| Release date | Oct 30, 2025 |
| Price on release | $61.14 |
| EPS estimate | $1.39 |
| EPS actual | $1.49 |
| EPS surprise | 7.19% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $60.37 |
| Oct 27, 2025 | $60.19 |
| Oct 28, 2025 | $61.44 |
| Oct 29, 2025 | $62.03 |
| Oct 30, 2025 | $61.14 |
| Oct 31, 2025 | $61.70 |
| Nov 03, 2025 | $61.62 |
| Nov 04, 2025 | $60.74 |
| Nov 05, 2025 | $61.30 |
| 4 days before | 1.28% |
| 4 days after | 0.262% |
| On release day | 0.92% |
| Change in period | 1.54% |
| Release date | Feb 12, 2026 |
| Price on release | $67.77 |
| EPS estimate | $1.37 |
| EPS actual | $1.62 |
| EPS surprise | 18.25% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $68.43 |
| Feb 09, 2026 | $67.71 |
| Feb 10, 2026 | $68.14 |
| Feb 11, 2026 | $69.89 |
| Feb 12, 2026 | $67.77 |
| Feb 13, 2026 | $70.51 |
| Feb 17, 2026 | $70.02 |
| Feb 18, 2026 | $70.74 |
| Feb 19, 2026 | $72.44 |
| 4 days before | -0.96% |
| 4 days after | 6.89% |
| On release day | 4.04% |
| Change in period | 5.86% |
| Release date | May 05, 2026 |
| Price on release | $86.62 |
| EPS estimate | $2.73 |
| EPS actual | $3.02 |
| EPS surprise | 10.62% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $81.05 |
| Apr 30, 2026 | $81.33 |
| May 01, 2026 | $82.99 |
| May 04, 2026 | $83.27 |
| May 05, 2026 | $86.62 |
| May 06, 2026 | $82.56 |
| May 07, 2026 | $84.69 |
| May 08, 2026 | $84.41 |
| May 11, 2026 | $85.15 |
| 4 days before | 6.87% |
| 4 days after | -1.70% |
| On release day | -4.69% |
| Change in period | 5.06% |
Scorpio Tankers Earnings Call Transcript Summary of Q1 2026
Scorpio Tankers delivered a very strong Q1 2026 driven by elevated product tanker rates and disciplined balance sheet management. Key financials include $214 million of adjusted EBITDA and roughly $151 million of adjusted net income for the quarter. The company holds approximately $1.4 billion of cash (pro forma ~ $1.8 billion) and about $2.5 billion of total available liquidity including revolvers. Management highlighted a structurally low cash breakeven (~$11,000/day), recently issued 1.75% convertible notes, a new $50 million/7-year secured facility at 120 bps, and continued conversion of older tonnage into value via secondhand sales. Capital allocation actions: repurchased ~1.4 million shares (~$100 million) in April, announced a refreshed $500 million buyback authorization, and declared a quarterly dividend of $0.45/share. Fleet commentary: management is opportunistically selling older vessels, selectively renewing the fleet with MR and LR2 product tankers (10 newbuilding contracts signed), and sees constrained effective product tanker supply due to slow newbuilding orders, aging tonnage, and LR2 crossover to crude. Market outlook: short- to medium-term constructive fundamentals — restocking needs after large inventory draws, elongated voyage distances post-Strait of Hormuz disruptions, and limited fleet growth — support a positive rate environment, with management emphasizing flexibility to perform across cycles.
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