CSE$TRMD

Torm PLC · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

TORM Q3 2025: $77.6M net profit on $342.6M revenue as rates firm in normalized market

TORM plc reported its strongest quarter so far in 2025, with third quarter revenue of $342.6 million and net profit of $77.6 million, down from $372.1 million and $130.7 million respectively in Q3 2024 as product tanker markets normalize from prior-year highs. Time charter equivalent earnings were $236.4 million including $7.3 million of unrealized derivative losses, adjusted EBITDA was $159.4 million, and basic EPS was $0.79. TCE per day averaged $31,012 versus $33,722 a year ago. Return on invested capital was 13.8%. The board declared a Q3 interim dividend of $0.62 per share, payable December 3, 2025. For the first nine months, revenue was $986.9 million and net profit was $199.2 million. Management narrowed full-year 2025 guidance to TCE earnings of $875–925 million and EBITDA of $540–590 million, with the midpoint slightly increased.

  • Q3 net profit was $77.6M on revenue of $342.6M; basic EPS was $0.79 versus $1.38 in Q3 2024.
  • TCE earnings were $236.4M with TCE per day of $31,012; adjusted EBITDA was $159.4M.
  • Q3 interim dividend of $0.62 per share declared, payable December 3, 2025.
  • Nine-month revenue was $986.9M with net profit of $199.2M as freight rates remain below 2024 levels.
  • FY 2025 guidance narrowed to TCE $875–925M and EBITDA $540–590M with a slightly higher midpoint.

Headline financials

Total Revenue

$343M

No prior period
EPS (adj)

$0.79

No prior period
Time charter equivalent earnings

$236M

No prior period
Return on invested capital

13.8%

No prior period
TCE per day

$31K

No prior period
Adjusted EBITDA

$159M

No prior period
Net Income

$77.6M

No prior period
Operating Income

$99M

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

TORM narrowed full-year 2025 guidance to TCE earnings of $875–925 million and EBITDA of $540–590 million based on the current fleet size, with the midpoint slightly increased from prior guidance.

Tailwinds

  • Q3 was the strongest quarter of 2025 with rates firming during the period.
  • Integrated operating model continues to deliver market-leading performance and shareholder distributions.

Headwinds

  • Nine-month freight rate levels remain lower than 2024, reflecting market normalization.
  • Unrealized derivative losses of $7.3M reduced reported TCE in the quarter.

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 Q3 2025

Historical avgQ3 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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