NYSE$NAT

Nordic American Tankers Ltd · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Nordic American Tankers reported Q4 2025 net profit of $11.7 million as fleet TCE rose 25% sequentially to $35,000 per day and declared a $0.17 dividend.

Nordic American Tankers Limited reported its strongest quarter of 2025 for the period ended December 31, 2025, with net profit of $11.7 million compared to a $2.8 million net loss in Q3. Net voyage revenue was $58.8 million and adjusted EBITDA was $34.7 million, up $13.3 million quarter over quarter. Average time charter equivalent (TCE) for the 20-vessel Suezmax fleet was $35,000 per day versus $27,490 in Q3, while operating costs averaged about $9,000 per day per ship. The board declared a Q4 cash dividend of $0.17 per share, payable March 24, 2026, marking the 114th consecutive quarterly dividend. Management noted nearly two-thirds of Q1 2026 spot days booked at about $55,000 per day and a new one-year fixed contract above $50,000 per day with an oil major.

  • Q4 2025 net profit was $11.7 million with adjusted EBITDA of $34.7 million on net voyage revenue of $58.8 million.
  • Fleet TCE averaged $35,000/day per Suezmax, up 25% from Q3's $27,490/day.
  • Cash dividend of $0.17 per share declared — the 114th consecutive quarterly payout.
  • Cash position exceeded $100 million; net debt averaged $15.3 million per ship across 20 vessels.
  • Strong forward bookings: ~65% of Q1 2026 spot days at ~$55,000/day; new 1-year contract above $50,000/day.

Headline financials

Total Revenue

$58.8M

Previous: $350M-83.2%
EPS (adj)

$0.06

Previous: $0.01+500.0%
Fleet TCE

$35K

No prior period
Adjusted EBITDA

$34.7M

No prior period
Q4 Dividend

$0.17

No prior period
Fleet size

20

No prior period
Net Income

$11.7M

Previous: $98.7M-88.1%

Revenue & EPS history

Nordic American Tankers · Revenue · Quarterly

$58.8M

Q4 2025-83.2%vs Q4 2024
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

Management expects the tanker market to remain strong, with nearly two-thirds of Q1 2026 spot days booked at about $55,000 per day and bookings extending well into Q2 2026.

Tailwinds

  • Q1 2026 spot days largely booked at ~$55,000/day
  • New one-year fixed contract above $50,000/day with oil major
  • Scarcity of compliant Suezmax tonnage supports higher rates

Headwinds

  • Spot tanker rates expected to remain volatile near term
  • Fleet reduced via vessel sales; two newbuilds not delivering until 2028

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 2025

Historical avgQ4 2025

+0.3%

Avg return

Earnings day

+1.8%

Avg return

5 days after

-0.8%

Avg return

30 days after

46%

31 / 67 earnings

Positive

+41.5%

Q4 2021

Best reaction

-15.4%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.5%+0.6%
Q4 2025+7.4%-1.9%+0.0%
Q3 2025+7.4%-0.5%-8.8%
Q2 2025+1.9%+4.5%+7.1%
Q1 2025+0.7%+1.9%+13.1%
Q4 2024-0.4%+0.4%+2.4%
Q3 2024-8.3%-4.2%-14.2%
Q2 2024+3.3%+1.9%+1.1%
Q1 2024-2.1%-2.8%-5.9%
Q4 2023+0.5%-2.9%-5.3%
Q3 2023-9.3%-6.8%-1.9%
Q2 2023+0.5%-4.4%-2.0%
Q1 2023+3.5%+3.0%+1.6%
Q4 2022+16.6%+19.5%+4.5%
Q3 2022+3.2%+5.5%-11.8%
Q2 2022-3.7%-3.7%-1.1%
Q1 2022-8.3%-5.2%-7.4%
Q4 2021+41.5%+32.2%+10.5%
Q3 2021-2.6%-3.1%-6.3%
Q2 2021+1.7%+9.0%+8.6%
Q1 2021+2.5%-2.5%-3.4%
Q4 2020+0.0%+3.4%+21.3%
Q3 2020+2.8%+4.1%+4.4%
Q2 2020-3.8%-4.0%-13.1%
Q1 2020-10.3%-10.9%-10.5%
Q4 2019-3.5%-5.2%-21.7%
Q3 2019-2.4%-1.9%+31.7%
Q2 2019+6.3%+13.1%+17.1%
Q1 2019+13.7%+22.7%+8.5%
Q4 2018+0.4%+4.8%-6.2%
Q3 2018-15.4%-14.8%-21.0%
Q2 2018-10.4%-10.0%-11.7%
Q1 2018+10.0%+7.5%+7.5%
Q4 2017+8.6%+10.7%+10.7%
Q3 2017-5.0%-2.3%-8.5%
Q2 2017+4.1%-0.8%-4.4%
Q1 2017+1.4%+2.8%-16.3%
Q4 2016+2.9%+1.2%-6.9%
Q3 2016+11.9%+9.9%+18.9%
Q2 2016+2.2%+1.4%-13.0%
Q1 2016-1.8%
Q4 2015-1.0%
Q3 2015-0.7%
Q2 2015-2.7%
Q1 2015+5.4%
Q4 2014-3.5%
Q3 2014-2.2%
Q2 2014-2.2%
Q1 2014+9.0%
Q4 2013-3.0%
Q3 2013+3.7%
Q2 2013-5.9%
Q1 2013-4.6%
Q2 2012+4.5%
Q4 2012+2.2%
Q3 2012-1.0%
Q4 2011-1.3%
Q1 2012-8.1%
Q3 2011-8.1%
Q3 2010-8.1%
Q2 2011+1.8%
Q4 2010-2.1%
Q4 2008-2.1%
Q4 2009-2.1%
Q1 2011+0.4%
Q2 2010-3.6%
Q1 2010-10.2%
Q3 2009

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