Overview

• Monaco-based tanker operator's Q4 adjusted EPS beat analyst expectations

• Adjusted net income for Q4 missed analyst expectations

• Company declared a quarterly cash dividend of $0.45 per share

Outlook

• Scorpio Tankers expects average daily TCE revenue of $46,000 for LR2 vessels in Q1 2026

• Company anticipates deliveries of new vessels from 2026 to 2029

• Scorpio Tankers sees uncertainty in market conditions affecting demand

Result Drivers

• HIGHER TCE REVENUE - Co reported a $49.3 mln increase in TCE revenue for Q4 2025 due to stronger product tanker market and reduced vessel supply

• REDUCED OPERATING COSTS - Vessel operating costs decreased by $6.6 mln in Q4 2025 due to fewer vessels and lower crewing costs

• VESSEL SALES AND PURCHASES - Co completed sales of six vessels and entered agreements for new vessel purchases, affecting financial results

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the oil & gas transportation services peer group is "buy"

• Wall Street's median 12-month price target for Scorpio Tankers Inc is $77.00, about 10.2% above its February 11 closing price of $69.89

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nGNXDRNSf

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)