OSL$HSHP

Himalaya Shipping Ltd · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Himalaya Shipping Q2 2025: $29.9M revenue, $1.1M net income as fleet TCE holds 42% premium to index

Himalaya Shipping Ltd. reported preliminary unaudited results for the second quarter ended June 30, 2025, with operating revenues of $29.9 million and net income of $1.1 million, down from $6.9 million in Q2 2024 as average TCE fell to about $28,400 per day gross from $34,600. EBITDA was $20.9 million and earnings per share were $0.02. Despite a softer Baltic Capesize Index averaging $18,681 per day, the dual-fuel Newcastlemax fleet earned a roughly 42% premium to the index on spot exposure. The company uplisted to Euronext Oslo Børs in June, declared monthly cash distributions totaling $0.105 per share for April through June, and subsequently fixed four index-linked charters at about $35,300 per day gross from August 2025.

  • Q2 2025 operating revenues were $29.9 million with net income of $1.1 million and EBITDA of $20.9 million.
  • Average TCE earnings were approximately $28,400 per day gross versus a Baltic 5TC index of $18,681 per day.
  • Operating profit was $13.6 million; interest expense of $12.8 million largely offset operating gains.
  • Cash distributions of $0.025, $0.03, and $0.05 per share were declared for April, May, and June 2025.
  • The company completed its uplisting from Euronext Expand to Euronext Oslo Børs on June 3, 2025.

Headline financials

Total Revenue

$29.9M

Previous: $336M-91.1%
EPS (adj)

$0.02

Previous: $0.21-90.5%
Average TCE earnings, gross

$28.4K

No prior period
EBITDA

$20.9M

No prior period
Fleet operational days

1.1K

No prior period
Baltic 5TC Capesize index average

$18.7K

No prior period
Cash and cash equivalents

$24.7M

No prior period
Net Income

$1.1M

Previous: $73.8M-98.5%
Operating Income

$13.6M

Previous: $188M-92.8%

Revenue & EPS history

Himalaya Shipping Ltd · Revenue · Quarterly

$29.9M

Q2 2025-91.1%vs Q2 2024
Beat estimate in 3 of 4 quarters(75%)
ActualEstimate

Revenue by segment

Himalaya Shipping Ltd · $2.52B total across 2 segments · Q1 2025

  • Value-added services
    $2.49B
  • Other services
    $30.9M

Historical earnings impact

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

Avg. return before/after earnings

Based on 9 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.7%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+112.7%

Avg return

30 days after

67%

6 / 9 earnings

Positive

+3.9%

Q3 2025

Best reaction

-4.2%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+3.3%-2.4%+956.6%
Q3 2025+3.9%+4.1%+23.5%
Q2 2025-0.8%+3.3%+15.1%
Q1 2025+2.3%+6.5%+4.9%
Q2 2024-4.2%-4.9%-1.5%
Q2 2023-4.2%-4.9%-1.5%
Q4 2021+1.9%+3.0%+11.6%
Q4 2023+1.9%+3.0%+11.6%
Q3 2023+1.9%+1.4%-6.2%

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