NYSE$DHT

DHT Holdings Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

DHT Holdings, Inc. reported strong fourth quarter 2024 results with significant net profit growth and strategic fleet management.

DHT Holdings, Inc. announced a net profit of $54.7 million for the fourth quarter of 2024, a substantial increase from $35.3 million in the same period last year. The company achieved average combined time charter equivalent earnings of $38,800 per day and strategically sold a VLCC, expecting a significant gain in the next quarter. Share repurchases and consistent dividend payments underscore a strong financial position.

  • Net profit for Q4 2024 increased to $54.7 million ($0.34 per basic share) from $35.3 million ($0.22 per basic share) in Q4 2023.
  • Average combined time charter equivalent earnings were $38,800 per day in Q4 2024.
  • The company agreed to sell DHT Scandinavia, a 2006 built VLCC, for $43.4 million, expecting a gain of about $19.8 million in Q1 2025.
  • DHT repurchased 1,481,383 of its own shares (0.9% of outstanding shares) at an average price of $8.89 in Q4 2024, and declared a cash dividend of $0.17 per share.

Headline financials

Total Revenue

$131M

Previous: $94.5M+38.3%
EPS (adj)

$0.34

Previous: $0.22+54.5%
Capital Expenditures

-$13M

No prior period
Free Cash Flow

$52.8M

No prior period
Net Income

$54.7M

No prior period
Operating Income

$60.9M

No prior period
Gross Profit

$37.9M

No prior period

Revenue & EPS history

DHT Holdings · Revenue · Quarterly

$131M

Q4 2024+38.3%vs Q4 2023
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

The company anticipates continued geopolitical volatility but expects constructive changes in trade flows for the VLCC sector, driven by a benign orderbook, aging fleet, and sanctions. They project strong demand for their quality fleet and services, with a significant portion of Q1 2025 VLCC spot days already booked at favorable rates.

Tailwinds

  • Geopolitical volatility is expected to lead to constructive changes in trade flows for the VLCC sector.
  • The market dynamics, including a benign orderbook and aging fleet, are shifting in favor of ship-owning companies.
  • Strong demand for the company's quality fleet and services is anticipated.
  • 74% of available VLCC spot days for Q1 2025 are booked at an average rate of $36,400 per day.
  • 81% of available VLCC days (combined spot and time charter) for Q1 2025 are booked at an average rate of $38,300 per day.

Headwinds

  • The month of January 2025 includes profit-sharing, while February and March assume only the base rate, which could imply lower earnings for those months.
  • The company's outlook is based on estimates and subject to change as construction progresses for vessels under construction.
  • The sale of DHT Scandinavia, while generating a gain, reduces the fleet size.
  • The company is exposed to market, credit, and liquidity risks.
  • No specific negative financial impacts were highlighted for the forward guidance period, but general market volatility remains a factor.

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 Q4 2024

Historical avgQ4 2024

+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%

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