Hafnia (HAFN) Q1 2026 Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: NASDAQ.COM
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Analyst Views on HAFN
Wall Street analysts forecast HAFN stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 7.780
Low
6.73
Averages
8.37
High
10.00
Current: 7.780
Low
6.73
Averages
8.37
High
10.00
About HAFN
Hafnia Limited is a tanker company. The principal activity of the Company is investment holding. The Company’s segments include Long Range II (LR2), Long Range I (LR1), Medium Range (MR), Handy, and Specialised. The LR2 segment consists of vessels between 85,000 deadweight tons (DWT) and 124,999 DWT in size and provides transportation of clean petroleum oil products. The LR1 segment consists of vessels between 55,000 DWT and 84,999 DWT in size and provides transportation of clean and dirty petroleum products. The MR segment consists of vessels between 40,000 DWT and 54,999 DWT in size. The Handy segment consists of vessels between 25,000 DWT and 39,999 DWT in size and provides transportation of clean and dirty oil products, vegetable oil, and easy chemicals. The Specialised segment consists of vessels between 5,000 DWT and 19,999 DWT in size. Its subsidiaries include Hafnia Pte. Ltd., Hafnia Tankers Marshall Islands LLC, Hafnia Holding Limited, and Hafnia Holding II Limited.
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.
Hafnia Expected to Report Significant Q1 Earnings Growth
- Earnings Announcement: Hafnia (HAFN) is set to announce its Q1 earnings on May 27 before market open, with a consensus EPS estimate of $0.78, reflecting a substantial year-over-year increase of 500%, indicating strong performance in a volatile market.
- Revenue Growth Expectations: Analysts project Hafnia's Q1 revenue to reach $400 million, representing a 17.5% year-over-year growth, which suggests a sustained momentum in revenue growth that could further bolster investor confidence.
- Performance Beat Record: Over the past year, Hafnia has exceeded EPS estimates 75% of the time and revenue estimates 100% of the time, showcasing a consistent performance that may attract more investor interest.
- Forecast Revision Trends: In the last three months, both EPS and revenue estimates for Hafnia have seen one upward revision each with no downward adjustments, reflecting a positive market outlook on the company's future performance, which could have a favorable impact on its stock price.
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Hafnia (HAFN) Q1 2026 Earnings Transcript
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Hafnia Declares Quarterly Dividend of $0.2877 per Share
- Quarterly Dividend Announcement: Hafnia has declared a quarterly dividend of $0.2877 per share, payable on June 16, which reflects the company's financial stability in a volatile market and boosts investor confidence.
- Shareholder Record Date: The record date for the dividend is June 4, with the ex-dividend date also on June 4, ensuring that eligible shareholders can receive their dividends promptly, thereby enhancing shareholder return expectations.
- Financial Performance Highlights: Hafnia reported a GAAP EPS of $0.36 and revenue of $412.9 million in its latest earnings report, indicating sustained growth in both revenue and profitability, which strengthens market confidence in its future performance.
- Market Outlook: Despite market volatility, the rationale for Hafnia's stock price upside remains logical, as investors maintain an optimistic outlook on future earnings, reflecting the company's competitiveness and growth potential within the industry.
See More
Hafnia Reports Q1 2026 Financial Results with Strong Growth
- Financial Highlights: Hafnia's Q1 2026 GAAP EPS stands at $0.36 with revenue reaching $412.9 million, reflecting a robust 21.3% year-over-year growth, indicating strong market performance and growth potential.
- Fee-Based Business Performance: Although earnings from fee-based businesses slightly decreased to $7.8 million, the overall revenue growth demonstrates Hafnia's ongoing efforts to diversify its income sources.
- Time Charter Earnings: Time Charter Equivalent earnings surged to $282.5 million from $218.8 million in Q1 2025, with an average daily rate of $30,327, showcasing the company's competitiveness in the charter market.
- Dividend Distribution Plan: Hafnia plans to distribute a total of $143.8 million in dividends, or $0.2877 per share, with a payout ratio of 80%, reflecting the company's commitment to shareholder returns and its solid financial health.
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Hafnia Reports $179.7 Million Net Profit in Q1 2026
- Strong Financial Performance: Hafnia reported a net profit of $179.7 million for Q1 2026, a remarkable 184% increase from $63.2 million in Q1 2025, with earnings per share rising from $0.13 to $0.36, showcasing the company's enhanced profitability amid market turmoil.
- Time Charter Revenue Growth: The Time Charter Equivalent (TCE) earnings reached $282.5 million in Q1, up 29.2% from $218.8 million in the same quarter last year, with an average daily rate of $30,327, reflecting the company's successful operational optimization during global oil market disruptions.
- Asset Value Increase: By the end of Q1 2026, Hafnia's net asset value stood at approximately $4 billion, or $8.09 per share, a $500 million increase from Q4 2025, primarily driven by higher vessel valuations, which bolstered the company's financial stability.
- Commitment to Shareholder Returns: Hafnia announced a total dividend distribution of $143.8 million, or $0.2877 per share, with an 80% payout ratio, demonstrating the company's ongoing commitment to shareholder returns, as shareholders have achieved over 100% total return in the past 12 months.
See More
Hafnia Expected to Report Significant Q4 Earnings Growth
- Earnings Announcement Date: Hafnia is set to release its Q4 2023 earnings on May 27 before market open, with a consensus EPS estimate of $0.78, reflecting a substantial year-over-year growth of 420%, indicating the company's robust performance in a volatile market.
- Revenue Expectations: Although the revenue is projected at $300.87 million, representing a 14.7% year-over-year decline, the revenue estimates have seen one upward revision in the last three months, suggesting increasing market confidence in Hafnia's future performance.
- Earnings Estimate Revisions: Analysts have made one upward revision to EPS estimates with no downward adjustments, reflecting a positive outlook on Hafnia's profitability, which could drive stock price appreciation.
- Market Performance Analysis: Hafnia reported a GAAP EPS of $0.22 and revenue of $368.4 million, exceeding market expectations by $110.64 million, further solidifying its competitive position within the industry.
See More
Hafnia Expected to Report Significant Q1 Earnings Growth
- Earnings Announcement: Hafnia (HAFN) is set to announce its Q1 earnings on May 27 before market open, with a consensus EPS estimate of $0.78, reflecting a substantial year-over-year increase of 500%, indicating strong performance in a volatile market.
- Revenue Growth Expectations: Analysts project Hafnia's Q1 revenue to reach $400 million, representing a 17.5% year-over-year growth, which suggests a sustained momentum in revenue growth that could further bolster investor confidence.
- Performance Beat Record: Over the past year, Hafnia has exceeded EPS estimates 75% of the time and revenue estimates 100% of the time, showcasing a consistent performance that may attract more investor interest.
- Forecast Revision Trends: In the last three months, both EPS and revenue estimates for Hafnia have seen one upward revision each with no downward adjustments, reflecting a positive market outlook on the company's future performance, which could have a favorable impact on its stock price.
See More
Hafnia (HAFN) Q1 2026 Earnings Transcript
See More
Hafnia Declares Quarterly Dividend of $0.2877 per Share
- Quarterly Dividend Announcement: Hafnia has declared a quarterly dividend of $0.2877 per share, payable on June 16, which reflects the company's financial stability in a volatile market and boosts investor confidence.
- Shareholder Record Date: The record date for the dividend is June 4, with the ex-dividend date also on June 4, ensuring that eligible shareholders can receive their dividends promptly, thereby enhancing shareholder return expectations.
- Financial Performance Highlights: Hafnia reported a GAAP EPS of $0.36 and revenue of $412.9 million in its latest earnings report, indicating sustained growth in both revenue and profitability, which strengthens market confidence in its future performance.
- Market Outlook: Despite market volatility, the rationale for Hafnia's stock price upside remains logical, as investors maintain an optimistic outlook on future earnings, reflecting the company's competitiveness and growth potential within the industry.
See More
Hafnia Reports Q1 2026 Financial Results with Strong Growth
- Financial Highlights: Hafnia's Q1 2026 GAAP EPS stands at $0.36 with revenue reaching $412.9 million, reflecting a robust 21.3% year-over-year growth, indicating strong market performance and growth potential.
- Fee-Based Business Performance: Although earnings from fee-based businesses slightly decreased to $7.8 million, the overall revenue growth demonstrates Hafnia's ongoing efforts to diversify its income sources.
- Time Charter Earnings: Time Charter Equivalent earnings surged to $282.5 million from $218.8 million in Q1 2025, with an average daily rate of $30,327, showcasing the company's competitiveness in the charter market.
- Dividend Distribution Plan: Hafnia plans to distribute a total of $143.8 million in dividends, or $0.2877 per share, with a payout ratio of 80%, reflecting the company's commitment to shareholder returns and its solid financial health.
See More
Hafnia Reports $179.7 Million Net Profit in Q1 2026
- Strong Financial Performance: Hafnia reported a net profit of $179.7 million for Q1 2026, a remarkable 184% increase from $63.2 million in Q1 2025, with earnings per share rising from $0.13 to $0.36, showcasing the company's enhanced profitability amid market turmoil.
- Time Charter Revenue Growth: The Time Charter Equivalent (TCE) earnings reached $282.5 million in Q1, up 29.2% from $218.8 million in the same quarter last year, with an average daily rate of $30,327, reflecting the company's successful operational optimization during global oil market disruptions.
- Asset Value Increase: By the end of Q1 2026, Hafnia's net asset value stood at approximately $4 billion, or $8.09 per share, a $500 million increase from Q4 2025, primarily driven by higher vessel valuations, which bolstered the company's financial stability.
- Commitment to Shareholder Returns: Hafnia announced a total dividend distribution of $143.8 million, or $0.2877 per share, with an 80% payout ratio, demonstrating the company's ongoing commitment to shareholder returns, as shareholders have achieved over 100% total return in the past 12 months.
See More
Hafnia Expected to Report Significant Q4 Earnings Growth
- Earnings Announcement Date: Hafnia is set to release its Q4 2023 earnings on May 27 before market open, with a consensus EPS estimate of $0.78, reflecting a substantial year-over-year growth of 420%, indicating the company's robust performance in a volatile market.
- Revenue Expectations: Although the revenue is projected at $300.87 million, representing a 14.7% year-over-year decline, the revenue estimates have seen one upward revision in the last three months, suggesting increasing market confidence in Hafnia's future performance.
- Earnings Estimate Revisions: Analysts have made one upward revision to EPS estimates with no downward adjustments, reflecting a positive outlook on Hafnia's profitability, which could drive stock price appreciation.
- Market Performance Analysis: Hafnia reported a GAAP EPS of $0.22 and revenue of $368.4 million, exceeding market expectations by $110.64 million, further solidifying its competitive position within the industry.
See More
