OSL$HSHP

Himalaya Shipping Ltd · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Himalaya Shipping Ltd reported strong preliminary unaudited Q2 2026 results driven by higher charter rates.

The company achieved total operating revenues of $53.7 million for the three months ended June 30, 2026, up 79.6% year-over-year. Net income reached $24.6 million and EBITDA was $44.0 million, reflecting average TCE earnings of $50,600 per day gross versus the Baltic 5TC index of $36,303. The fleet of 12 vessels maintained high utilization with positive market conditions in dry bulk shipping.

  • Q2 2026 operating revenues totaled $53.7 million, a 79.6% increase from $29.9 million in Q2 2025.
  • Net income surged to $24.6 million from $1.1 million year-over-year, with operating income at $36.7 million.
  • Average TCE earnings reached $50,600 per day gross, significantly outperforming the Baltic 5TC 180 Capesize Index of $36,303.
  • EBITDA rose to $44.0 million, more than doubling from $20.9 million in the prior-year quarter.

Headline financials

Total Revenue

$53.7M

Previous: $29.9M+79.6%
Average TCE earnings gross

$50.6K

No prior period
Baltic 5TC 180 Capesize Index

$36.3K

No prior period
EBITDA

$44M

Previous: $20.9M+110.5%
Net Income

$24.6M

Previous: $1.1M+2136.4%
Operating Income

$36.7M

Previous: $13.6M+169.9%
Cash & Equivalents

$34.8M

No prior period

Revenue & EPS history

Himalaya Shipping Ltd · Revenue · Quarterly

$53.7M

Q2 2026+79.6%vs Q2 2025
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

Forward guidance

Positive long-term outlook for large dry bulk ships supported by limited supply growth and expected ton-mile demand increases.

Tailwinds

  • Low order book for Capesize vessels at 16% of fleet.
  • Strong growth expected in bauxite, coal, and iron ore ton-miles.
  • Strategy to distribute significant portion of free cash flow after debt service.

Historical earnings impact

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

Avg. return before/after earnings

Based on 9 quarterly earnings reports

Historical avg

+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
Q2 2026
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%

Discussion

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