CSE$TRMD

Torm PLC · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

TORM posts Q2 net profit of $58.7M as TCE rates normalize from 2024 peaks; raises full-year guidance

TORM plc reported interim results for the second quarter ended June 30, 2025, generating time charter equivalent earnings of $208.2 million and revenue of $315.2 million, down from exceptionally strong 2024 levels as product tanker freight rates normalized. Adjusted EBITDA was $129.0 million and net profit was $58.7 million, with basic EPS of $0.60. Average TCE rates were $26,672 per day on 7,888 earning days. The company sold three vessels during the quarter and secured up to $857 million in refinancing commitments. CEO Jacob Meldgaard raised full-year guidance on strong momentum heading into the second half, with 66% of 2025 earning days fixed at $27,833 per day.

  • Q2 TCE earnings of $208.2 million and revenue of $315.2 million; adjusted EBITDA $129.0 million and net profit $58.7 million (EPS $0.60)
  • Average TCE rate of $26,672/day on 7,888 earning days; LR2 $35,459, LR1 $27,371, MR $23,345 per day
  • Sold TORM Mathilde (LR2) and MR vessels TORM Voyager and TORM Discoverer; fleet reducing to 88 vessels
  • Secured up to $857M refinancing on attractive terms for syndicated loans and 22 vessel leases
  • Raised full-year guidance; 66% of 2025 earning days covered at $27,833/day average

Headline financials

Total Revenue

$315M

Previous: $438M-28.0%
EPS (adj)

$0.60

Previous: $2.02-70.3%
TCE per day

$26.7K

No prior period
Available earning days

7.9K

No prior period
Adjusted EBITDA

$129M

No prior period
Return on invested capital

10.0%

No prior period
Fleet market value

$2.89B

No prior period
Net Income

$58.7M

No prior period
Operating Income

$74.6M

No prior period
Gross Profit

$146M

No prior period
Cash & Equivalents

$370M

No prior period

Revenue & EPS history

Torm PLC · Revenue · Quarterly

$315M

Q2 2025-28%vs Q2 2024
Beat estimate in 12 of 13 quarters(92%)
ActualEstimate

Forward guidance

Management raised full-year 2025 guidance citing strong momentum; 66% of earning days fixed at $27,833/day with Q3 2025 56% covered at $30,617/day

Tailwinds

  • Raised full-year guidance on strong second-half momentum
  • Q3 2025 56% of earning days covered at average $30,617/day
  • Refinancing strengthens capital flexibility on attractive terms

Headwinds

  • Freight rates remain below exceptionally strong H1 2024 levels
  • 34% of 2025 earning days (10,892 days) remain open to market volatility
  • Geopolitical developments and expanded vessel sanctioning add market complexity

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+1.6%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+1.2%

Avg return

30 days after

47%

9 / 19 earnings

Positive

+24.1%

Q1 2022

Best reaction

-9.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+5.8%+4.0%+8.6%
Q2 2025+9.1%+5.5%+18.3%
Q2 2024-0.2%+1.4%-8.9%
Q1 2024+2.3%+6.8%+2.1%
Q4 2023-0.7%+0.5%+4.8%
Q3 2023+5.4%+6.6%-8.9%
Q2 2023-2.5%+1.4%-5.7%
Q1 2023-1.0%-10.2%-17.0%
Q4 2022+5.7%+10.8%+4.4%
Q3 2022-9.5%-2.3%-1.2%
Q1 2022+24.1%+32.0%+37.6%
Q4 2021+7.2%+12.7%+19.0%
Q3 2021-2.7%-8.5%-8.9%
Q2 2021-5.4%-5.8%-3.7%
Q1 2021-4.4%-4.7%-8.0%
Q4 2020+4.9%-1.7%+9.7%
Q3 2020-4.7%-2.2%-5.5%
Q2 2020+2.9%+5.0%-8.7%
Q1 2020-5.4%-4.5%-5.9%

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