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Teekay Tankers Earnings Calls
| Release date | May 13, 2026 |
| EPS estimate | $2.80 |
| EPS actual | $3.69 |
| EPS Surprise | 31.79% |
| Revenue estimate | 212.506M |
| Revenue actual | 196.256M |
| Revenue Surprise | -7.65% |
| Release date | Feb 18, 2026 |
| EPS estimate | $2.71 |
| EPS actual | $2.80 |
| EPS Surprise | 3.32% |
| Revenue estimate | 180.093M |
| Revenue actual | 158.781M |
| Revenue Surprise | -11.83% |
| Release date | Oct 29, 2025 |
| EPS estimate | $1.50 |
| EPS actual | $1.54 |
| EPS Surprise | 2.67% |
| Revenue estimate | 179.697M |
| Revenue actual | 229.023M |
| Revenue Surprise | 27.45% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.37 |
| EPS actual | $1.41 |
| EPS Surprise | 2.92% |
| Revenue estimate | 135.5M |
| Revenue actual | 232.866M |
| Revenue Surprise | 71.86% |
Last 4 Quarters for Teekay Tankers
Below you can see how TNK 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 | $44.99 |
| EPS estimate | $1.37 |
| EPS actual | $1.41 |
| EPS surprise | 2.92% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $44.87 |
| Jul 25, 2025 | $44.17 |
| Jul 28, 2025 | $44.68 |
| Jul 29, 2025 | $45.22 |
| Jul 30, 2025 | $44.99 |
| Jul 31, 2025 | $42.35 |
| Aug 01, 2025 | $42.60 |
| Aug 04, 2025 | $45.14 |
| Aug 05, 2025 | $46.18 |
| 4 days before | 0.267% |
| 4 days after | 2.65% |
| On release day | -5.87% |
| Change in period | 2.92% |
| Release date | Oct 29, 2025 |
| Price on release | $60.29 |
| EPS estimate | $1.50 |
| EPS actual | $1.54 |
| EPS surprise | 2.67% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $58.91 |
| Oct 24, 2025 | $58.78 |
| Oct 27, 2025 | $59.31 |
| Oct 28, 2025 | $59.71 |
| Oct 29, 2025 | $60.29 |
| Oct 30, 2025 | $58.84 |
| Oct 31, 2025 | $61.00 |
| Nov 03, 2025 | $60.61 |
| Nov 04, 2025 | $59.54 |
| 4 days before | 2.34% |
| 4 days after | -1.24% |
| On release day | -2.41% |
| Change in period | 1.07% |
| Release date | Feb 18, 2026 |
| Price on release | $72.54 |
| EPS estimate | $2.71 |
| EPS actual | $2.80 |
| EPS surprise | 3.32% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $69.57 |
| Feb 12, 2026 | $68.45 |
| Feb 13, 2026 | $70.55 |
| Feb 17, 2026 | $71.61 |
| Feb 18, 2026 | $72.54 |
| Feb 19, 2026 | $73.89 |
| Feb 20, 2026 | $72.88 |
| Feb 23, 2026 | $71.82 |
| Feb 24, 2026 | $73.82 |
| 4 days before | 4.27% |
| 4 days after | 1.76% |
| On release day | 1.86% |
| Change in period | 6.11% |
| Release date | May 13, 2026 |
| Price on release | $77.57 |
| EPS estimate | $2.80 |
| EPS actual | $3.69 |
| EPS surprise | 31.79% |
| Date | Price |
|---|---|
| May 07, 2026 | $81.27 |
| May 08, 2026 | $83.03 |
| May 11, 2026 | $81.56 |
| May 12, 2026 | $80.06 |
| May 13, 2026 | $77.57 |
| May 14, 2026 | $77.34 |
| May 15, 2026 | $77.19 |
| May 18, 2026 | $76.94 |
| May 19, 2026 | $75.98 |
| 4 days before | -4.55% |
| 4 days after | -2.05% |
| On release day | -0.297% |
| Change in period | -6.51% |
Teekay Tankers Earnings Call Transcript Summary of Q1 2026
Teekay Tankers delivered a very strong Q1 2026: GAAP net income of $154M ($4.42/share) and adjusted net income of $128M ($3.69/share), with roughly $143M of free cash flow from operations. The company ended the quarter with nearly $1.0B of cash and no debt. Q1 spot rates were near record highs (≈$61k/day across midsized fleet) and Q2 has seen even stronger fixtures (VLCC, Suezmax and Aframax LR2 spot rates booked so far at ~$141.8k, $121.8k and $98k/day respectively, with ~71% of VLCC spot days booked). Teekay is continuing its fleet renewal program—acquiring modern tonnage and selling older vessels—and has committed ~$332M for 5 modern vessels year-to-date while selling/agreed sales of 4 vessels for $211M. The company opportunistically out-chartered vessels at high timecharter rates and declared a regular quarterly dividend of $0.25 plus a $1.00 special dividend. Market drivers include a severe supply disruption from the effective closure of the Strait of Hormuz, longer voyage distances and trapped tonnage, which have materially tightened available fleet supply and pushed spot rates to record levels. Management emphasizes a disciplined, opportunistic capital allocation approach (pairing sales with targeted acquisitions, preserving scale and earnings capacity), a very low free cash flow breakeven (~$8.2k/day), and meaningful upside to cash generation as rates stay elevated. Risks/uncertainties include geopolitical developments that could rapidly change trade flows and longer-term fleet supply dynamics as newbuild ordering and aging tonnage evolve.
