Angeliki Frangou: Q4 Revenue Reaches $365.5M, Distribution Policy Increased by 20%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 hours ago
0mins
Should l Buy NMM?
Reports Q4 revenue $365.5M vs. $332.5M last year. Angeliki Frangou, CEO stated, "We are pleased with our results for the quarter and year ended 2025. For the quarter, we reported net income of $117.3M and EBITDA of $224.8M. For the full year, we reported net income of $285.3M and EBITDA of $744.6M. Earnings per common unit were $3.99 for the quarter and $9.59 for the full year. We are also pleased to announce a 20% increase in our distribution policy to $0.24 per unit annually, commencing from the first quarter of 2026. We are witnessing the evolution of a new world order, with new trade agreements emerging from the dust of decaying institutions. At the same time, trade has become an instrument of national policy, as governments prioritize exports, industrial policy, and strategic control of supply chains, with national security considerations increasingly at the forefront of decision-making. Conflicts and geopolitical tensions are rerouting trade, increasing voyage distances, costs, and transit times. As political considerations grow in importance, trade routes are no longer determined solely by efficiency. In this changing environment, we believe our proven platform-combining a diversified fleet with a disciplined risk-management culture-positions us to continue delivering value through a wide range of market conditions."
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About NMM
Navios Maritime Partners LP is a Greece-based international owner and operator of dry cargo and container vessels. The Company is engaged in the seaborne transportation services with a range of dry cargo commodities, including iron ore, coal, grain, fertilizer, and containers. It owns and operates its worldwide fleet with a diversified customer base which focuses on providing seaborne shipping services under long-term time charters. Panamax vessels carry a range of dry cargo commodities, including iron ore, coal, grain and fertilizer and being accommodated in various discharge ports. Capesize vessels are dedicated to the carriage of iron ore and coal. Ultra-Handymax vessels works with less carrying capacity and have self-loading and discharging gear on board to accommodate undeveloped ports. It also acts as a trusted partner for industrial end users, ship owners, financial business partners, agents and brokers.
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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- Performance Beat Record: Over the past two years, Navios Maritime has beaten EPS estimates 88% of the time and revenue estimates 88% of the time, demonstrating the company's stability and management effectiveness in financial performance.
- Dividend Declaration: Navios Maritime has declared a dividend of $0.05 per share, maintaining its payout despite revenue and earnings pressures, which reflects the company's commitment to shareholders and stable cash flow.
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- Supplemental Presentation: A supplemental slide presentation will be made available on the company's website at 8:00 AM ET on the day of the call, aimed at enhancing transparency regarding financial data and analysis for investors.
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- Revenue Expectations: Analysts forecast revenue of $316 million, down 5.0% year-over-year, suggesting that the company is under pressure for revenue growth, which could impact future investment decisions.
- Performance Beat Record: Over the past two years, Navios Maritime has beaten EPS estimates 88% of the time and revenue estimates 88% of the time, demonstrating the company's stability and management effectiveness in financial performance.
- Dividend Declaration: Navios Maritime has declared a dividend of $0.05 per share, maintaining its payout despite revenue and earnings pressures, which reflects the company's commitment to shareholders and stable cash flow.
See More
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- Revenue Growth: The company reported Q4 revenue of $365.5 million, a 9.9% year-over-year increase, surpassing expectations by $49.5 million, which demonstrates ongoing business recovery and strengthens its market position.
- Dividend Declaration: Navios Maritime announced a dividend of $0.05 per share, showcasing its commitment to shareholder returns and reflecting healthy cash flow, which helps bolster investor confidence.
- Valuation Increase: Analysts have raised the fair value of Navios Maritime, and despite being considered undervalued, this presents a potential catalyst for future stock price appreciation, attracting more investor interest.
See More
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- Net Income and EBITDA Increase: The company achieved a net income of $117.3 million and EBITDA of $224.8 million for Q4 2025, representing year-over-year growth of 24% and 14%, respectively, reflecting successful cost control and operational efficiency, thereby boosting investor confidence.
- Dividend Policy Adjustment: Navios Partners announced a 20% increase in its distribution policy to $0.24 per unit annually starting Q1 2026, demonstrating a commitment to shareholder returns while indicating robust cash flow that supports ongoing capital returns.
- Fleet Expansion and Contracted Revenue: As of February 2026, the company has secured $3.8 billion in contracted revenue and plans to acquire two new Japanese capesize vessels, further strengthening its market competitiveness and revenue stability.
See More
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- Earnings Call Announcement: Navios Maritime Partners will host a conference call on February 19, 2026, at 8:30 AM ET to discuss its Q4 and full-year earnings results for 2025, providing insights that will help investors gauge the company's financial performance.
- Supplemental Presentation: A supplemental slide presentation will be made available on the company's website at 8:00 AM ET on the day of the call, aimed at enhancing transparency regarding financial data and analysis for investors.
- Call Details: The conference call will include US and international dial-in numbers, ensuring global investor participation, which is expected to strengthen communication between the company and its investors, thereby increasing market interest in Navios Partners.
- Webcast and Replay: The call will be simultaneously webcasted and available for replay for two weeks post-call, ensuring that investors who cannot attend live can still access critical information, thereby improving information accessibility and transparency.
See More
Navios Maritime Declares Quarterly Dividend of $0.05
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- Dividend Payment Dates: The dividend will be payable on February 12, with a record date of February 9 and an ex-dividend date also on February 9, ensuring shareholders receive their returns promptly, thereby boosting investor confidence.
- Consecutive Dividend Record: The company has now announced a dividend of $0.05 for twenty-three consecutive quarters, showcasing its ability to sustain dividends amid economic fluctuations, further solidifying its reputation among investors.
- Financial Performance Overview: Navios Maritime's recent earnings report indicates a GAAP EPS of $1.90 and revenue of $346.9 million, reflecting the company's profitability and revenue growth potential in the current market environment, enhancing its attractiveness for future investments.
See More
