NYSE$DHT

DHT Holdings Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

DHT Q1 2026: $186M shipping revenue and $1.02 EPS on strong VLCC spot rates

DHT Holdings, Inc. reported first-quarter 2026 shipping revenues of $186.3 million, up from $118.2 million in Q1 2025, with adjusted net revenues of $157.2 million and adjusted EBITDA of $133.3 million. Net profit was $164.5 million ($1.02 basic and diluted EPS), including a $60.0 million gain on the sale of DHT Europe and DHT China; ordinary net income after adjusting for that gain and derivatives was $103.4 million ($0.64 per share). Average combined TCE was $78,800/day, with VLCC spot earnings of $91,700/day and time-charter VLCCs at $61,300/day. The company declared a $0.64 quarterly dividend (65th consecutive), took delivery of three newbuild VLCCs, and fixed additional time charters at elevated rates. Cash was $126.2 million at March 31 with interest-bearing debt of $505.3 million. Q2 outlook disclosed 70% of spot days booked at $168,300/day and 85% of combined days at $113,500/day.

  • Shipping revenues $186.3M; adjusted EBITDA $133.3M.
  • Net profit $164.5M ($1.02 EPS), including $60M vessel sale gain; ordinary EPS $0.64.
  • Average VLCC spot TCE $91,700/day; combined fleet TCE $78,800/day.
  • Declared $0.64 dividend; fleet 23 VLCCs after sales and newbuild deliveries.
  • Q2 spot days 70% booked at $168,300/day on discharge-to-discharge basis.

Headline financials

Total Revenue

$186M

Previous: $119M+57.1%
EPS (adj)

$0.64

Previous: $0.27+137.0%
VLCC spot TCE per day

$91.7K

No prior period
Operating days

2.0K

No prior period
Adjusted EBITDA

$133M

No prior period
Net Income

$165M

Previous: $44.1M+273.4%
Operating Income

$168M

Previous: $48.9M+243.0%
Cash & Equivalents

$126M

No prior period

Revenue & EPS history

DHT Holdings · Revenue · Quarterly

$186M

Q1 2026+57.1%vs Q1 2025
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

For Q2 2026, DHT guided 997 time-charter days at ~$73,900/day and 720 spot days booked to date at $168,300/day (70% of spot days), with 85% of combined days booked at $113,500/day.

Tailwinds

  • Tight VLCC supply-demand
  • Term charter coverage at high rates
  • Newbuild deliveries timed well

Headwinds

  • Geopolitical disruption in Middle East Gulf trade routes

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 2026

Historical avgQ1 2026

+0.2%

Avg return

Earnings day

+1.2%

Avg return

5 days after

-1.0%

Avg return

30 days after

46%

21 / 46 earnings

Positive

+15.2%

Q4 2022

Best reaction

-17.0%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.4%+0.7%+4.8%
Q4 2026-0.8%-2.0%-12.9%
Q3 2025+0.6%-1.5%-0.2%
Q2 2025+1.5%-2.4%+8.1%
Q1 2025-1.0%-0.3%+1.3%
Q4 2024-2.5%-6.2%-8.9%
Q3 2024+3.8%+1.4%-13.4%
Q2 2024-1.6%+3.9%-2.7%
Q1 2024+1.1%+2.8%-6.5%
Q4 2023+4.8%+5.2%+5.6%
Q3 2023-7.0%-10.4%-12.1%
Q2 2023-0.8%-2.4%-11.4%
Q1 2023-10.4%-11.2%-12.0%
Q4 2022+15.2%+23.9%+27.7%
Q3 2022+4.6%+1.5%-6.3%
Q2 2022+3.1%+6.9%+13.0%
Q1 2022-2.0%-2.5%+5.0%
Q4 2021+9.4%+14.1%+15.7%
Q3 2021-2.6%-5.1%-19.5%
Q2 2021-0.7%-1.5%+7.3%
Q1 2021-4.1%-3.9%+1.8%
Q4 2020-0.3%-0.3%+2.3%
Q3 2020+12.0%+5.8%+6.8%
Q2 2020-0.3%+8.2%-6.6%
Q1 2020-14.6%-9.1%-23.4%
Q4 2019+0.0%+1.2%-9.0%
Q3 2019-0.4%+3.0%+0.5%
Q2 2019+2.8%-0.6%+8.3%
Q1 2019+6.9%+5.3%+4.2%
Q4 2018-6.4%-2.7%+7.7%
Q3 2018+8.9%+8.5%-10.1%
Q2 2018+2.1%-1.4%+1.6%
Q1 2018+0.6%+5.5%+17.6%
Q4 2017+5.6%+6.8%+5.9%
Q3 2017-5.0%-1.3%-7.3%
Q2 2017-7.4%-3.2%-3.5%
Q1 2017+0.4%-0.9%-13.3%
Q4 2016+9.8%+15.0%+15.7%
Q3 2016-17.0%-9.8%-12.5%
Q2 2016+5.5%+5.5%-7.4%
Q1 2016-2.3%
Q4 2015+1.4%
Q3 2015-5.4%
Q2 2015-0.2%
Q1 2013+3.4%
Q2 2010-0.2%

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