NASDAQ$PANL

Pangaea Logistics Solutions Ltd · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Pangaea Logistics Solutions Ltd. reported a net loss of $2.0 million for the first quarter of 2025, with total revenue of $122.8 million.

Pangaea Logistics Solutions Ltd. experienced a net loss in Q1 2025, primarily due to decreased market freight and time charter hire rates, despite an increase in shipping days due to the acquisition of handy-sized vessels.

  • Net loss attributable to Pangaea was $2.0 million, or $0.03 per share.
  • Total revenue for the quarter was $122.8 million.
  • Adjusted EBITDA decreased by 24.2% to $14.8 million.
  • The company's TCE rates were $11,390 per day, a 36% decrease year-over-year, but exceeded benchmark indices by 33%.

Headline financials

Total Revenue

$123M

Previous: $105M+17.2%
EPS (adj)

-$0.03

Previous: $0.25-112.0%
Time Charter Equivalent (TCE) Rate

$11.4K

Previous: $17.7K-35.6%
Total Shipping Days

5.2K

Previous: 3.7K+41.0%
Adjusted EBITDA Margin

12.0%

Previous: 18.6%-35.5%
Net Income

-$2.2M

Previous: $11.7M-118.8%
Operating Income

$2.93M

Previous: $11M-73.5%
Gross Profit

$10.2M

No prior period

Revenue & EPS history

Pangaea · Revenue · Quarterly

$123M

Q1 2025+17.2%vs Q1 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Pangaea · $136M total across 3 segments · Q3 2023

  • Voyage Revenue
    $128M-26.2%
  • Terminal & Stevedore Revenue
    $3.93M
  • Charter Revenue
    $3.8M-66.4%

Forward guidance

Pangaea Logistics Solutions Ltd. is focused on integrating its newly acquired Handysize fleet, expanding terminal operations, and maintaining a disciplined capital allocation strategy, including a new share repurchase program.

Tailwinds

  • Integration of the Handysize fleet is progressing, expected to unlock operational efficiencies.
  • Advancing terminal operations expansion at the Port of Tampa, anticipated completion in H2 2025.
  • Board authorized a new $15 million share repurchase program, representing 5.6% of market capitalization.
  • Company maintains a cargo-focused strategy and long-term contracts, supporting premium TCE rates.
  • Demand for core dry bulk commodities has remained resilient, and trade routes largely insulated from tariffs.

Headwinds

  • Uncertainty and volatility continue to characterize the global trade environment.
  • Market freight and time charter hire rates decreased, impacting TCE earnings.
  • The dry bulk market is navigating uncharted waters.
  • The company's decision to repurchase shares will depend on various factors, including capital needs and market conditions.
  • Revised U.S. Trade Representative proposals on port fees will not negatively impact fleet operations, but general trade policy dynamics could introduce volatility.

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 Q1 2025

Historical avgQ1 2025

-0.7%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-0.8%

Avg return

30 days after

45%

22 / 49 earnings

Positive

+36.9%

Q1 2014

Best reaction

-19.1%

Q3 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.2%+4.3%
Q4 2025-13.5%-16.6%-12.7%
Q3 2025+18.1%+30.8%+45.2%
Q1 2025+0.9%+1.1%+6.2%
Q4 2024+12.2%+13.6%-11.2%
Q3 2024-6.5%-6.5%-20.9%
Q2 2024-0.5%-0.8%-4.3%
Q1 2024-1.6%+3.0%+1.7%
Q4 2023-16.3%-19.3%-19.9%
Q3 2023+5.1%+8.1%+15.7%
Q2 2023-12.0%-14.7%-23.4%
Q1 2023+1.2%+1.5%+3.0%
Q4 2022-7.4%-15.8%-0.2%
Q3 2022-4.7%-1.6%-4.7%
Q2 2022+9.9%+12.1%-4.6%
Q1 2022+9.3%+7.7%+22.0%
Q4 2021-3.3%+4.3%-3.0%
Q3 2021+5.2%-0.7%-11.1%
Q2 2021+0.6%-4.9%+8.9%
Q1 2021-8.6%-2.6%+7.3%
Q4 2020+5.9%+4.3%-9.3%
Q3 2020-11.8%-12.1%-14.4%
Q2 2020-3.1%-5.5%-15.7%
Q1 2020-10.4%-13.9%-0.4%
Q4 2019+7.6%+12.4%+17.6%
Q3 2019-6.0%-4.2%-9.0%
Q2 2019-3.5%-9.3%-6.3%
Q1 2019+0.6%-0.9%-4.6%
Q4 2018-3.3%-6.2%+2.4%
Q3 2018+0.9%-1.2%-10.9%
Q2 2018+7.1%+4.8%+3.9%
Q1 2018+1.8%+4.5%-2.4%
Q4 2017+1.7%+0.3%+10.0%
Q3 2017+22.3%+16.8%-4.8%
Q2 2017+0.8%-3.5%+2.7%
Q1 2017+4.0%+3.7%-4.6%
Q4 2016-2.1%-1.8%-2.9%
Q3 2016+0.0%+17.6%+23.9%
Q2 2016+1.7%+1.3%+1.3%
Q1 2016-5.9%
Q4 2015-1.7%
Q3 2015+0.7%
Q2 2015-2.4%
Q1 2014+36.9%
Q2 2014-2.9%
Q4 2014-2.9%
Q3 2014-19.1%
Q3 2013-19.1%
Q4 2013-19.1%
Q2 2013
Q1 2013

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro