TNK
Teekay Tankers Ltd.53.64
-0.44-0.81%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Patient cash strategy, market details
Q&A largely reaffirmed the prepared remarks' bullish tanker outlook, adding modeling details and a patient capital allocation stance. Management confirmed Aframax bareboats deliver pure revenue pre-ownership, G&A run rate near $46 million annually or lower, and Q1 D&A steady at $22 million. With cash nearing $1 billion, they dismissed M&A urgency in this hot market, favoring drip-feed vessel buys—sell one old, buy two new. Venezuela exports hit 700,000 bpd in February on compliant tonnage, with Canadian TMX flows eyeing Asia as replacement. Cash deployment matters for the thesis. Near-term positive, medium-term hinges on orderbook timing.
Key Stats
Market Cap
1.85BP/E (TTM)
5.95Basic EPS (TTM)
9.01Dividend Yield
0.06%DHT
DHT Holdings, Inc.
12.51+0.01
ECO
Okeanis Eco Tankers Corp.
35.17-0.52
NAT
Nordic American Tankers Limited
3.45-0.05
PXS
Pyxis Tankers Inc.
2.98-0.02
RBNE
Robin Energy Ltd.
0.81+0.03
STNG
Scorpio Tankers Inc.
51.39-0.69
TEN
Tsakos Energy Navigation Ltd
22.61-0.49
TK
Teekay Corporation Ltd.
9.14-0.13
TMDE
TMD Energy Limited
0.64+0.02
TRMD
TORM plc
20.03-0.44