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Koninklijke Vopak NV Earnings Calls
| Release date | Feb 25, 2026 |
| EPS estimate | - |
| EPS actual | $2.92 |
| Revenue estimate | - |
| Revenue actual | 760.145M |
| Release date | Jul 30, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Apr 23, 2025 |
| EPS estimate | - |
| EPS actual | $1.40 |
| Revenue estimate | - |
| Revenue actual | 685.391M |
| Release date | Oct 30, 2024 |
| EPS estimate | - |
| EPS actual | $1.85 |
| Revenue estimate | - |
| Revenue actual | 702.884M |
Last 4 Quarters for Koninklijke Vopak NV
Below you can see how VOPKF 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 30, 2024 |
| Price on release | $47.85 |
| EPS estimate | - |
| EPS actual | $1.85 |
| Date | Price |
|---|---|
| Oct 24, 2024 | $43.73 |
| Oct 25, 2024 | $43.73 |
| Oct 28, 2024 | $43.73 |
| Oct 29, 2024 | $47.85 |
| Oct 30, 2024 | $47.85 |
| Oct 31, 2024 | $47.85 |
| Nov 01, 2024 | $47.85 |
| Nov 04, 2024 | $47.85 |
| Nov 05, 2024 | $47.85 |
| 4 days before | 9.42% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 9.42% |
| Release date | Apr 23, 2025 |
| Price on release | $42.25 |
| EPS estimate | - |
| EPS actual | $1.40 |
| Date | Price |
|---|---|
| Apr 16, 2025 | $42.25 |
| Apr 17, 2025 | $42.25 |
| Apr 21, 2025 | $42.25 |
| Apr 22, 2025 | $42.25 |
| Apr 23, 2025 | $42.25 |
| Apr 24, 2025 | $42.25 |
| Apr 25, 2025 | $42.25 |
| Apr 28, 2025 | $42.25 |
| Apr 29, 2025 | $39.45 |
| 4 days before | 0% |
| 4 days after | -6.63% |
| On release day | 0% |
| Change in period | -6.63% |
| Release date | Jul 30, 2025 |
| Price on release | $47.25 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 24, 2025 | $46.86 |
| Jul 25, 2025 | $46.86 |
| Jul 28, 2025 | $47.25 |
| Jul 29, 2025 | $47.25 |
| Jul 30, 2025 | $47.25 |
| Jul 31, 2025 | $47.25 |
| Aug 01, 2025 | $50.40 |
| Aug 04, 2025 | $50.40 |
| Aug 05, 2025 | $50.40 |
| 4 days before | 0.83% |
| 4 days after | 6.67% |
| On release day | 0% |
| Change in period | 7.55% |
| Release date | Feb 25, 2026 |
| Price on release | $55.52 |
| EPS estimate | - |
| EPS actual | $2.92 |
| Date | Price |
|---|---|
| Feb 19, 2026 | $52.75 |
| Feb 20, 2026 | $51.95 |
| Feb 23, 2026 | $51.95 |
| Feb 24, 2026 | $51.95 |
| Feb 25, 2026 | $55.52 |
| Feb 26, 2026 | $55.52 |
| Feb 27, 2026 | $55.52 |
| Mar 02, 2026 | $55.52 |
| Mar 03, 2026 | $55.52 |
| 4 days before | 5.25% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 5.25% |
Koninklijke Vopak NV Earnings Call Transcript Summary of Q4 2025
Key points for investors:
- Record 2025 results: Vopak delivered record operating free cash flow and a proportional EBITDA of EUR 1,184m, with an improved operating cash return (OCR) of 15.6% (up from 10.2% in 2021).
- Growth execution: Since 2022 Vopak has committed ~EUR 1.9bn to growth projects (EUR 650m commissioned, ~EUR 1.3bn under construction). The company remains confident in its ambition to invest EUR 4bn (proportional) by 2030, targeting OCR of 13%–17% long-term.
- Capital allocation / shareholder returns: Management announced a shareholder distributions program of around EUR 1.7bn through year-end 2030, consisting of an ambition to grow the dividend >=5% p.a., move to semi-annual dividend payments, and a multiyear share buyback program (target EUR 500m total; first tranche up to EUR 100m in the next 12 months).
- 2026 outlook: Rebased proportional EBITDA of ~EUR 1.14bn; 2026 EBITDA guidance EUR 1.15–1.20bn (autonomous growth 1–5%); proportional operating free cash flow guidance ~EUR 800m. A negative FX translation headwind of ~EUR 20m is expected versus 2025.
- Regional/project notes: Major projects progressing (e.g., REEF LPG Canada and Gate 4th tank Netherlands); Australia project moved into definitive phase aiming for an FID late 2026; South Africa progress slower due to permitting. REEF faces ongoing legal challenges from First Nations with court process continuing into 2026–27, but management expects project delivery on time and budget.
- Risk & operational items: Currency translation exposure remains (USD, SGD, CNY); some one-offs influenced 2025 results (e.g., AVTL listing dilution gain, Europoort impairment reversal). Safety and diversity targets remain priorities but require further progress.
Overall investor takeaway: Vopak reported strong cash generation, is ramping growth projects that should boost long-term returns, and has materially stepped up shareholder distributions while maintaining a stated discipline on leverage and capital allocation.
