Dorian LPG (LPG) Declines More Sharply Than the Overall Market: Key Insights for Investors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 17 2025
0mins
Should l Buy LPG?
Source: NASDAQ.COM
Dorian LPG Stock Performance: Dorian LPG (LPG) experienced a decline of 1.36% to $32.03, underperforming the S&P 500, while showing a monthly gain of 7.84%. The company is expected to report significant earnings growth, with an anticipated EPS of $1.4, a 300% increase year-over-year.
Analyst Estimates and Zacks Rank: The Zacks Consensus Estimates project a full-year EPS of $3.91 and revenue of $410.88 million, indicating substantial growth. Dorian LPG holds a Zacks Rank of #3 (Hold), with a Forward P/E ratio of 8.3, suggesting it is undervalued compared to its industry.
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Analyst Views on LPG
Wall Street analysts forecast LPG stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 32.180
Low
31.00
Averages
33.00
High
35.00
Current: 32.180
Low
31.00
Averages
33.00
High
35.00
About LPG
Dorian LPG Ltd. is a liquefied petroleum gas shipping company. The Company is the owner and operator of modern very large gas carriers (VLGCs) that transport liquefied petroleum gas globally. Its fleet of approximately 25 VLGCs includes twenty ECO VLGCs, four dual-fuel ECO VLGCs, and one modern VLGC. It provides in-house commercial services for all of its vessels, including its vessels deployed in the Helios Pool. It also provides in-house technical management services for all of its vessels, including its vessels deployed in the Helios Pool. It has operations in Stamford, Connecticut, United States; Copenhagen, Denmark, and Athens, Greece. Its subsidiaries include Dorian LPG Management Corp., Dorian LPG Finance LLC, Dorian LPG (USA) LLC, Dorian LPG (DK) ApS and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Small-Cap Performance: Year-to-date in 2026, small-cap ETF (IJR) has surged 10.9%, significantly outperforming the large-cap ETF (SPY) which only rose 1.4%, indicating a robust rebound that may attract more investor interest in the small-cap market.
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Dorian LPG Q3 Earnings Highlights
- Earnings Performance: Dorian LPG reported a Q3 Non-GAAP EPS of $1.11, missing expectations by $0.06, indicating potential pressure on profitability that could affect investor confidence.
- Revenue Growth: The company achieved revenues of $119.96 million, a 48.7% year-over-year increase, beating market expectations by $7.42 million, suggesting strong business momentum that may attract more investor interest.
- Dividend Declaration: An irregular dividend totaling approximately $29.9 million, or $0.70 per share, is set to be paid on February 24, 2026, reflecting the company's commitment to shareholder returns, which may enhance shareholder trust.
- Operational Metrics: The Time Charter Equivalent (TCE) rate per available day for the fleet was $50,333, with adjusted EBITDA reaching $74.2 million, indicating ongoing improvements in operational efficiency and profitability.
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Dorian LPG to Announce Q3 Earnings on February 5th
- Earnings Announcement Date: Dorian LPG is set to release its Q3 earnings on February 5th before market open, with consensus EPS estimated at $1.17 and revenue expected to reach $112.54 million, reflecting a robust 39.5% year-over-year growth that underscores the company's strong performance in the LPG market.
- Historical Performance Review: Over the past two years, Dorian LPG has beaten EPS estimates 50% of the time and revenue estimates 25% of the time, indicating a degree of volatility in its financial performance, which investors should consider when evaluating future profitability.
- Estimate Revision Status: In the last three months, there have been no upward revisions to EPS estimates, with three downward adjustments, while revenue estimates also saw no upward revisions and two downward adjustments, suggesting a cautious market outlook regarding the company's upcoming performance.
- Market Dynamics Impact: Recent market developments indicate that Dorian LPG has secured strong VLGC rates for 2026, with daily TCE bookings reaching $57,000, and the company has increased its dividend amid market strength, which may attract more investor interest in its stock performance.
See More
Dorian LPG Increases Quarterly Dividend by 7.7%
- Dividend Increase: Dorian LPG raises its quarterly cash dividend by 7.7% to $0.70 per share, reflecting the company's strong performance and stable cash flow in the liquefied petroleum gas market.
- Yield Advantage: The forward yield of 9.41% not only attracts more investor interest but also enhances the company's appeal in the capital markets, positioning it favorably for future growth.
- Payment Schedule: The new dividend will be payable on February 24, with a record date of February 9 and an ex-dividend date also on February 9, ensuring that existing shareholders can benefit from the dividend promptly.
- Market Signal: Amidst a strong market backdrop, Dorian LPG also signals an expected daily TCE booking of $57,000 for Q3 2026, demonstrating the company's confidence in its future performance.
See More
Dorian LPG Declares Irregular Cash Dividend
- Dividend Declaration: Dorian LPG has announced an irregular cash dividend of $0.70 per share, returning approximately $29.9 million to shareholders, which underscores the company's commitment to shareholder returns and boosts market confidence.
- Earnings Release Schedule: The company will release its financial results for the third quarter ended December 31, 2025, on February 5, 2026, prior to market open, which is expected to provide investors with the latest insights into the company's operational status.
- Expense Increase Anticipation: The company anticipates an additional general and administrative expense of approximately $1.8 million for Q4 2025 due to an increase in accrual under its Annual Cash Incentive plan, which may impact short-term profitability but reflects a focus on employee incentives.
- Market Environment Challenges: Market rates in November for December loadings were lower than the previous two months, and fog in the Houston Ship Channel contributed to unexpected waiting times, affecting realized rates, prompting investors to monitor future market recovery closely.
See More
LPG Shipping Fundamentals More Influenced by Global Energy and Petrochemical Trends Than by Short-Term Freight Fluctuations
Webinar Overview: The Capital Link Shipping Sector Webinar featured industry leaders from BW LPG, Dorian LPG, and Navigator Gas discussing the LPG carrier market, emphasizing the influence of global energy flows over short-term freight volatility.
LPG Market Dynamics: The panel highlighted the growth potential of LPG production, driven by U.S. shale basins and the increasing use of LPG as a marine fuel, with companies investing in dual-fuel propulsion for new vessels.
Capital Discipline and Shareholder Returns: Executives from BW LPG and Dorian LPG discussed their focus on dividends as a means of returning value to shareholders, noting a stronger market response to dividends compared to share buybacks.
Fleet Supply and Environmental Transition: The discussion included insights on fleet composition, with a shift towards LPG dual fuels and the impact of regulatory changes on vessel operations, as companies adapt to environmental standards and aging fleets.
See More
Small-Cap Stocks Surge, Led by Energy Sector
- Strong Small-Cap Performance: Year-to-date in 2026, small-cap ETF (IJR) has surged 10.9%, significantly outperforming the large-cap ETF (SPY) which only rose 1.4%, indicating a robust rebound that may attract more investor interest in the small-cap market.
- Top Energy Stocks: Among small caps, Natural Resource Partners L.P. (NRP) leads with a 19.50% last price percentage relative to the 200-day simple moving average (SMA), showcasing strong performance in the energy sector that could draw investor attention to NRP and its peers.
- Diverse Energy Sub-Sectors: The ranking includes stocks from various energy sub-sectors such as coal, oil, and gas storage and transportation, highlighting the diversity of small-cap energy stocks and potentially offering investors a range of investment opportunities.
- Quant Rating Discrepancies: While some small caps like NRP and PBT are not covered by Seeking Alpha's Quant Ratings system, Infinity Natural Resources (INR) receives a Buy rating, whereas RPC (RES) is rated Sell, reflecting differing market perceptions of various small-cap stocks.
See More
Dorian LPG Q3 Earnings Highlights
- Earnings Performance: Dorian LPG reported a Q3 Non-GAAP EPS of $1.11, missing expectations by $0.06, indicating potential pressure on profitability that could affect investor confidence.
- Revenue Growth: The company achieved revenues of $119.96 million, a 48.7% year-over-year increase, beating market expectations by $7.42 million, suggesting strong business momentum that may attract more investor interest.
- Dividend Declaration: An irregular dividend totaling approximately $29.9 million, or $0.70 per share, is set to be paid on February 24, 2026, reflecting the company's commitment to shareholder returns, which may enhance shareholder trust.
- Operational Metrics: The Time Charter Equivalent (TCE) rate per available day for the fleet was $50,333, with adjusted EBITDA reaching $74.2 million, indicating ongoing improvements in operational efficiency and profitability.
See More
Dorian LPG to Announce Q3 Earnings on February 5th
- Earnings Announcement Date: Dorian LPG is set to release its Q3 earnings on February 5th before market open, with consensus EPS estimated at $1.17 and revenue expected to reach $112.54 million, reflecting a robust 39.5% year-over-year growth that underscores the company's strong performance in the LPG market.
- Historical Performance Review: Over the past two years, Dorian LPG has beaten EPS estimates 50% of the time and revenue estimates 25% of the time, indicating a degree of volatility in its financial performance, which investors should consider when evaluating future profitability.
- Estimate Revision Status: In the last three months, there have been no upward revisions to EPS estimates, with three downward adjustments, while revenue estimates also saw no upward revisions and two downward adjustments, suggesting a cautious market outlook regarding the company's upcoming performance.
- Market Dynamics Impact: Recent market developments indicate that Dorian LPG has secured strong VLGC rates for 2026, with daily TCE bookings reaching $57,000, and the company has increased its dividend amid market strength, which may attract more investor interest in its stock performance.
See More
Dorian LPG Increases Quarterly Dividend by 7.7%
- Dividend Increase: Dorian LPG raises its quarterly cash dividend by 7.7% to $0.70 per share, reflecting the company's strong performance and stable cash flow in the liquefied petroleum gas market.
- Yield Advantage: The forward yield of 9.41% not only attracts more investor interest but also enhances the company's appeal in the capital markets, positioning it favorably for future growth.
- Payment Schedule: The new dividend will be payable on February 24, with a record date of February 9 and an ex-dividend date also on February 9, ensuring that existing shareholders can benefit from the dividend promptly.
- Market Signal: Amidst a strong market backdrop, Dorian LPG also signals an expected daily TCE booking of $57,000 for Q3 2026, demonstrating the company's confidence in its future performance.
See More
Dorian LPG Declares Irregular Cash Dividend
- Dividend Declaration: Dorian LPG has announced an irregular cash dividend of $0.70 per share, returning approximately $29.9 million to shareholders, which underscores the company's commitment to shareholder returns and boosts market confidence.
- Earnings Release Schedule: The company will release its financial results for the third quarter ended December 31, 2025, on February 5, 2026, prior to market open, which is expected to provide investors with the latest insights into the company's operational status.
- Expense Increase Anticipation: The company anticipates an additional general and administrative expense of approximately $1.8 million for Q4 2025 due to an increase in accrual under its Annual Cash Incentive plan, which may impact short-term profitability but reflects a focus on employee incentives.
- Market Environment Challenges: Market rates in November for December loadings were lower than the previous two months, and fog in the Houston Ship Channel contributed to unexpected waiting times, affecting realized rates, prompting investors to monitor future market recovery closely.
See More
LPG Shipping Fundamentals More Influenced by Global Energy and Petrochemical Trends Than by Short-Term Freight Fluctuations
Webinar Overview: The Capital Link Shipping Sector Webinar featured industry leaders from BW LPG, Dorian LPG, and Navigator Gas discussing the LPG carrier market, emphasizing the influence of global energy flows over short-term freight volatility.
LPG Market Dynamics: The panel highlighted the growth potential of LPG production, driven by U.S. shale basins and the increasing use of LPG as a marine fuel, with companies investing in dual-fuel propulsion for new vessels.
Capital Discipline and Shareholder Returns: Executives from BW LPG and Dorian LPG discussed their focus on dividends as a means of returning value to shareholders, noting a stronger market response to dividends compared to share buybacks.
Fleet Supply and Environmental Transition: The discussion included insights on fleet composition, with a shift towards LPG dual fuels and the impact of regulatory changes on vessel operations, as companies adapt to environmental standards and aging fleets.
See More
