Earning Analysis
Welcome to our in-depth analysis of Teekay Tankers Ltd(TNK) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Teekay Tankers Ltd earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-29 | After Hours | 1.50 | 1.54 | +2.67 | 141.25M | 115.21M | -18.44 | -2.41 | -1.24 |
| FY2025Q2 | 2025-07-30 | After Hours | 1.37 | 1.41 | +2.92 | 145.50M | 117.01M | -19.58 | -5.87 | +2.65 |
| FY2025Q1 | 2025-05-07 | After Hours | 1.53 | 1.21 | -20.92 | 144.85M | 115.64M | -20.17 | -4.89 | -1.13 |
| FY2024Q4 | 2025-02-19 | After Hours | 1.49 | 1.50 | +0.67 | 145.90M | 133.13M | -8.75 | -0.86 | -2.02 |
| FY2024Q3 | 2024-10-30 | After Hours | 2.24 | 1.83 | -18.30 | 165.48M | 149.29M | -9.78 | -0.36 | -2.40 |
| FY2024Q2 | 2024-08-01 | - | 3.24 | 3.08 | -4.94 | 197.90M | 196.49M | -0.71 | -5.79 | -14.96 |
| FY2024Q1 | 2024-05-09 | - | 3.70 | 3.86 | +4.32 | 220.04M | 221.81M | +0.81 | +9.07 | +12.48 |
| FY2023Q4 | 2024-02-22 | - | 3.68 | 2.87 | -22.01 | 215.89M | 194.46M | -9.92 | -5.45 | -4.90 |
| FY2023Q3 | 2023-11-02 | - | 2.43 | 2.21 | -9.05 | 165.02M | 172.58M | +4.58 | +0.99 | +1.28 |
| FY2023Q2 | 2023-08-03 | - | 4.31 | 4.38 | +1.62 | 257.23M | 252.56M | -1.81 | +2.01 | +4.91 |
TNK Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Teekay Tankers Ltd reported performance for FY2025Q3, announced on 2025-10-29. The company achieved an EPS of 1.54, compared to analyst estimates of 1.50 by 2.67% . Revenue for the quarter reached 115.21M compared to expectations of 141.25M by -18.44% .
The stock price reacted with a -2.41% one-day change and a -1.24% five-day change following the earnings release. These movements reflect market reaction in Teekay Tankers Ltd growth trajectory and strategic initiatives.
TNK Earnings Forecast
Looking ahead, Teekay Tankers Ltd(TNK) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 178.81M and an EPS of 2.38.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.63%, while EPS estimates have been Revise Upward by 8.18%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 6.21% . These revisions correlate with a 6.51% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Teekay Tankers Ltd long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between TNK's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-0.63%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+8.18%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+6.21%
In Past 3 Month
Stock Price
Go Up
+6.51%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:615.43M
--
EPS Estimate-Annual FY 2025:6.45
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Stock Price55.47
TNK Revenue and EPS Performance: A Historical Perspective
Teekay Tankers Ltd revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-29,After Hours):
EPS: 1.54 (Actual) vs.1.50 (Estimate) (2.67%)
Revenue: 115.21M (Actual) vs. 141.25M (Estimate) (-18.44%)
Price Reaction: -2.41%(1-Day), -1.24%(5-Day)
FY2025Q2 (2025-07-30,After Hours):
EPS: 1.41 (Actual) vs.1.37 (Estimate) (2.92%)
Revenue: 117.01M (Actual) vs. 145.50M (Estimate) (-19.58%)
Price Reaction: -5.87%(1-Day), 2.65%(5-Day)
FY2025Q1 (2025-05-07,After Hours):
EPS: 1.21 (Actual) vs.1.53 (Estimate) (-20.92%)
Revenue: 115.64M (Actual) vs. 144.85M (Estimate) (-20.17%)
Price Reaction: -4.89%(1-Day), -1.13%(5-Day)
Earnings Reaction
The chart below shows how TNK performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TNK sees a -5.13% change in stock price 10 days leading up to the earnings, and a -2.77% change 10 days following the report. On the earnings day itself, the stock moves by -0.09%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -2.41% on the day following the earnings release and then changed by 2.57% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Teekay Tankers Ltd (TNK) Q2 2025 Earnings Call Summary
Positive
2025-07-31
The earnings call highlights strong financial performance with significant free cash flow, no debt, and robust spot rates. The company is effectively managing fleet renewal and has a clear strategy for capital deployment. Despite geopolitical and market risks, management's optimistic guidance and strategic moves to modernize the fleet support a positive outlook. The declared dividends further enhance shareholder returns. Given the market cap, the stock is likely to see a positive movement in the 2% to 8% range over the next two weeks.
Teekay Tankers Ltd (TNK) Q1 2025 Earnings Call Summary
Positive
2025-05-08
The earnings call highlights strong financial performance with increased net income and a significant special dividend payout, indicating confidence in cash flow. Despite geopolitical and regulatory risks, management maintains a balanced approach to fleet management, expecting improved shipyard prices. The Q&A reveals a positive sentiment towards asset values and market opportunities. Given the company's $2.4 billion market cap, the positive financials and strategic outlook are likely to lead to a moderate stock price increase over the next two weeks.
Teekay Tankers Ltd. (TNK) Q3 2024 Earnings Call Summary
Positive
2024-10-31
The earnings call reveals strong financial metrics, including increased adjusted net income and EBITDA, alongside significant shareholder returns through dividends and buybacks. The Q&A highlights management's focus on value creation and market exposure, though some structural concerns remain. The special dividend and new buyback plan are positive catalysts, while the acquisition of Teekay Australia adds growth potential. Despite competitive pressures and regulatory issues, the overall sentiment is positive, supported by strategic financial decisions and optimistic guidance, suggesting a likely stock price increase of 2% to 8%.
Teekay Tankers Ltd. (TNK) Q2 2024 Earnings Call Summary
Positive
2024-08-01
The earnings call summary highlights a strong market outlook with positive supply-demand fundamentals, a fixed dividend, and high spot rates. Despite a decline in adjusted EBITDA and net income, the company maintains a robust free cash flow yield. The Q&A suggests a cautious yet strategic approach to fleet management. The market cap indicates a moderate reaction, but the overall sentiment remains positive, driven by a strong market outlook, strategic fleet management, and shareholder returns.
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FAQ
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