EURONEXT-BRU$CMBT

CMB Tech NV · Q3 2025 earnings

Q3 2025 earnings · · Before market open

Briefing

CMB.TECH reported lower earnings in Q3 2025, with profit down from the previous year despite higher revenue and EBITDA.

CMB.TECH saw improved revenue and EBITDA in Q3 2025, but net income and EPS declined significantly compared to the same quarter last year due to higher expenses and lower asset sales.

  • Revenue for Q3 2025 rose to $454.2 million, more than doubling year-over-year.
  • Net income declined sharply to $17.3 million, down from $98.1 million in Q3 2024.
  • EBITDA increased to $238.4 million, reflecting stronger operational performance.
  • The company proposed a $0.05/share interim dividend, payable in January 2026.

Headline financials

Total Revenue

$454M

No prior period
EPS (adj)

$0.07

No prior period
Net Income

$17.3M

No prior period
Operating Income

$346M

No prior period

Revenue & EPS history

CMB Tech NV · Revenue · Quarterly

$454M

Q3 2025
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Forward guidance

Management expects Q4 results to improve significantly due to stronger bookings, rejuvenation of the fleet, and ongoing high rates in tanker and dry bulk markets.

Tailwinds

  • Tanker and dry bulk markets reached multi-year highs heading into Q4.
  • Fleet rejuvenation continued with 7 new ships delivered and older vessels sold.
  • Q4 bookings already indicate stronger earnings ahead.
  • Demand for seaborne iron ore and bauxite remains robust.
  • Positive outlook for Capesize and Newcastlemax vessels due to long-haul demand.

Headwinds

  • Net income significantly decreased year-over-year in Q3 2025.
  • Weaker summer markets impacted Q3 performance.
  • Chemical tanker and container segments showed signs of easing or pressure.
  • Offshore wind market continues to face investment uncertainty and redeliveries.
  • Muted global container volumes created rate pressure in the segment.

Historical earnings impact

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

Avg. return before/after earnings

Based on 5 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.2%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+0.6%

Avg return

30 days after

17%

1 / 6 earnings

Positive

+5.6%

Q2 2025

Best reaction

-3.5%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-0.8%+2.1%
Q3 2025-0.2%+4.8%-4.4%
Q2 2025+5.6%+8.5%+25.5%
Q1 2025-3.5%-4.4%+2.5%
Q4 2024-1.2%-11.7%+1.6%
Q3 2024-1.2%-4.3%-22.2%

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