NYSE$ASC

Ardmore Shipping Corporation · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Ardmore Shipping Corporation reported strong Q2 2026 results with net income surging to $60.5 million on higher TCE rates and a vessel sale gain.

Ardmore Shipping posted Q2 2026 revenue of $116.2 million and net income of $60.5 million ($1.48 EPS), compared to $72.0 million revenue and $9.0 million net income ($0.22 EPS) in Q2 2025. Adjusted earnings reached $48.3 million ($1.18 per share) with Adjusted EBITDA of $60.6 million. The fleet achieved an average TCE rate of $38,073 per day, and the company declared a $0.79 per share dividend.

  • Net income attributable to common stockholders rose to $60.5 million ($1.48 EPS) from $9.0 million ($0.22 EPS) year-over-year, driven by higher spot TCE rates and a $12.2 million gain on vessel sale.
  • Fleet average TCE rate increased to $38,073 per day (MR tankers $51,870 spot; chemical tankers $26,887 spot) versus $22,468 prior year.
  • Adjusted EBITDA grew to $60.6 million from $19.6 million; liquidity strengthened to $342.1 million with reduced debt.
  • Board declared $0.79 per share quarterly dividend ($32.3 million total), payable September 15, 2026, under variable dividend policy.

Headline financials

Total Revenue

$116M

No prior period
EPS (adj)

$1.18

No prior period
Fleet Average TCE Rate

$38.1K

No prior period
MR Tankers Spot TCE

$51.9K

No prior period
Chemical Tankers Spot TCE

$26.9K

No prior period
Dividend Per Share

$0.79

No prior period
Adjusted EBITDA

$60.6M

No prior period
Average Operating Vessels

25.9

No prior period
Net Income

$60.5M

No prior period
Operating Income

$60.5M

No prior period

Revenue & EPS history

Ardmore Shipping · Revenue · Quarterly

$116M

Q2 2026
Beat estimate in 10 of 13 quarters(77%)
ActualEstimate

Forward guidance

As of July 29, 2026, approximately 45% of MR and 50% of chemical tanker Q3 revenue days fixed at spot TCE rates of ~$29,600 and ~$25,000 per day respectively. Company expanding fleet with four newbuild Handysize tankers.

Tailwinds

  • Strong spot market rates continuing into Q3 with geopolitical support for tanker demand.
  • Robust liquidity and low leverage supporting growth and dividends.
  • Fleet expansion via newbuildings to enhance future capacity.

Headwinds

  • Geopolitical uncertainties in key regions may impact trade routes and rates.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.4%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+0.6%

Avg return

30 days after

57%

25 / 44 earnings

Positive

+18.6%

Q4 2019

Best reaction

-17.7%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+1.2%+0.9%-12.5%
Q4 2025-3.5%+3.3%+0.4%
Q3 2025+1.7%+4.2%-3.7%
Q2 2025+1.4%+1.9%+9.8%
Q4 2024-7.1%-9.2%-14.3%
Q3 2024-6.4%-10.8%-17.5%
Q1 2024+16.1%+2.3%+40.4%
Q3 2023-3.7%-3.4%+0.1%
Q2 2023-2.9%-3.0%-11.6%
Q1 2023-5.5%-5.2%-11.4%
Q4 2022+14.0%+8.4%-8.6%
Q3 2022+0.9%-0.6%+15.9%
Q2 2022-1.6%+1.3%+14.3%
Q1 2022+6.5%-11.3%+15.3%
Q4 2021+6.7%+13.3%+13.9%
Q3 2021+0.5%-0.5%-1.2%
Q2 2021-7.2%+0.6%-10.2%
Q1 2021+10.8%+13.2%+4.9%
Q4 2020+1.6%+8.8%+37.0%
Q3 2020-4.8%+7.8%+17.7%
Q2 2020+6.9%-2.6%-10.7%
Q1 2020-17.7%-15.0%-20.4%
Q4 2019+18.6%+26.7%-16.4%
Q3 2019-4.6%-9.2%-2.4%
Q2 2019-5.3%-10.0%-14.4%
Q1 2019+10.9%+9.6%+0.9%
Q4 2018-3.0%-4.2%-12.8%
Q3 2018+0.8%-2.7%-13.5%
Q2 2018-4.3%-2.2%-1.4%
Q1 2018+1.9%+5.7%+3.2%
Q4 2017+3.1%+6.9%+19.1%
Q3 2017+5.4%+1.2%-4.2%
Q2 2017-1.3%-5.0%+1.9%
Q1 2017-0.7%-2.0%-5.3%
Q4 2016+1.4%+4.3%+0.7%
Q3 2016-0.9%-3.5%+19.3%
Q2 2016+16.4%+17.4%+0.6%
Q1 2016-3.6%
Q4 2015-12.1%
Q3 2015+17.8%
Q2 2015+4.3%
Q1 2015+3.9%
Q4 2014+4.6%
Q3 2013+0.8%
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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