NYSE$TEN

Tsakos Energy Navigation Limited · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Tsakos Energy Navigation's Q1 net income surged 160% to $89M ($2.72 EPS) on $253M voyage revenue as tanker TCE hit $40,960/day and the board declared a $1.00 semi-annual dividend.

TEN, Ltd. reported first-quarter 2026 voyage revenues of $253.0 million, up from $197.1 million in Q1 2025, with operating income rising to $110.0 million from $60.6 million. Net income attributable to Tsakos Energy Navigation was $89.0 million, or $2.72 per share, a 160% increase from $37.7 million and $1.04 per share in the prior-year quarter. Adjusted EBITDA reached $154.0 million versus $99.3 million, supported by average fleet utilization of 98.3% and time charter equivalent earnings of $40,960 per vessel per day. Vessel operating expenses were $53.3 million and voyage expenses declined 17% to $29.8 million. Interest costs fell to $20.7 million on lower rates and refinancings. Cash reserves were $321.4 million at March 31, 2026 and total assets were $4.24 billion. The company declared a second semi-annual dividend of $1.00 per common share for July 2026, bringing calendar 2026 dividends to $1.50 per share, and maintained a contracted revenue backlog exceeding $3.5 billion with 22 newbuildings underway.

  • Voyage revenue rose to $253.0M; operating income $110.0M; net income $89.0M ($2.72 EPS), up 160% YoY
  • Adjusted EBITDA of $154.0M; TCE reached $40,960/day with 98.3% fleet utilization
  • Cash of $321.4M; contracted revenue backlog exceeds $3.5B; $1.00 semi-annual dividend declared
  • 22-vessel newbuilding program on schedule; VLCC sale generated ~$83M free cash in May 2026

Headline financials

Total Revenue

$253M

Previous: $197M+28.4%
EPS (adj)

$2.72

Previous: $1.04+161.5%
Adjusted EBITDA

$154M

No prior period
Time charter equivalent per day

$41K

No prior period
Fleet utilization

98.3%

No prior period
Contracted revenue backlog

$3.5B

No prior period
Net Income

$88.8M

Previous: $37.7M+135.6%
Operating Income

$110M

Previous: $60.6M+81.3%
Cash & Equivalents

$321M

Previous: $350M-8.1%
Total Assets

$4.24B

Previous: $3.67B+15.4%

Revenue & EPS history

Tsakos · Revenue · Quarterly

$253M

Q1 2026+28.4%vs Q1 2025
Beat estimate in 14 of 14 quarters(100%)
ActualEstimate

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

-0.8%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-1.6%

Avg return

30 days after

38%

25 / 66 earnings

Positive

+8.5%

Q1 2025

Best reaction

-18.1%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.6%-10.5%-14.4%
Q4 2025+1.3%-2.9%+7.4%
Q3 2025-1.1%-3.3%-12.7%
Q2 2025-4.2%+4.1%-6.2%
Q1 2025+8.5%+9.7%+3.0%
Q4 2024+1.4%+2.6%+1.3%
Q3 2024-6.2%-8.6%-13.8%
Q2 2024+7.3%+11.1%+10.4%
Q1 2024+1.8%+3.9%+1.5%
Q4 2023-0.9%+0.9%+1.2%
Q3 2023-1.9%-3.3%+6.7%
Q2 2023+1.0%-1.9%+4.0%
Q1 2023-5.5%-4.4%-10.4%
Q4 2022-18.1%-7.1%-16.1%
Q3 2022+2.7%+10.2%+9.5%
Q2 2022-2.2%+9.3%+22.5%
Q1 2022+1.8%-15.5%-14.0%
Q4 2021+0.7%+8.7%+18.0%
Q3 2021-5.0%-8.0%-20.7%
Q2 2021+1.1%+2.3%+12.6%
Q1 2021-3.3%-0.3%-7.9%
Q4 2020+1.9%-2.4%+7.5%
Q3 2020-1.5%-3.3%+15.1%
Q2 2020-0.6%-0.6%-4.4%
Q1 2020-6.4%-9.9%-3.2%
Q4 2019-1.4%-15.8%-40.4%
Q3 2019-2.2%-5.1%-4.3%
Q2 2019+4.7%+2.2%+10.5%
Q1 2019+0.9%+2.8%-0.3%
Q4 2018-2.8%-0.3%+8.2%
Q3 2018-2.8%+1.5%+0.6%
Q2 2018+0.3%-0.6%-3.4%
Q1 2018-0.5%-1.9%-2.5%
Q4 2017+4.9%+4.3%+5.2%
Q3 2017-0.4%-0.7%-5.8%
Q2 2017-0.2%-1.8%-7.5%
Q1 2017+2.0%-2.0%-7.0%
Q4 2016+0.2%+2.4%-5.8%
Q3 2016-5.5%-12.8%-5.9%
Q2 2016-5.3%-6.6%-4.3%
Q1 2016+2.0%
Q4 2015-3.4%
Q3 2015-2.9%
Q2 2015-3.1%
Q1 2015-0.1%
Q4 2014+2.5%
Q3 2014-0.9%
Q2 2014-2.7%
Q1 2014+1.6%
Q4 2013+1.5%
Q3 2013-1.8%
Q2 2013-3.4%
Q1 2013+5.5%
Q4 2012+0.5%
Q3 2012-4.0%
Q2 2011+1.7%
Q2 2012-3.5%
Q4 2009-0.5%
Q4 2010-0.5%
Q4 2011-0.5%
Q1 2012-1.7%
Q3 2011+3.7%
Q1 2011-0.2%
Q3 2010-2.7%
Q2 2010-1.6%
Q1 2010-0.8%

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