Research analysts who have asked questions during CMB.TECH earnings calls.
KS
Kristof Samoy
KBC Securities
5 questions for CMBT
Axel Styrman
Kepler Cheuvreux
3 questions for CMBT
Also covers: BWLP
Climent Molins
Value Investors
2 questions for CMBT
Also covers: CLCO, CMRE, DAC +11 more
EH
Eirik Haavaldsen
Pareto Securities
2 questions for CMBT
Also covers: BWLP, DHT
FM
Frode Morkedal
Clarksons Securities AS
2 questions for CMBT
Also covers: CLCO, DHT, ECO +4 more
Kristoffer Skeie
Arctic Securities
2 questions for CMBT
Also covers: ESEA, HAFN, SHIP
QM
Quirijn Mulder
ING
2 questions for CMBT
DD
Daniella DeLorenzo
Shipping Watch
1 question for CMBT
EG
Evan Goldsgaard
Trucks and Securities
1 question for CMBT
Recent press releases and 8-K filings for CMBT.
CMB.TECH NV announces sale of eight vessels and capital gain
CMBT
M&A
Dividends
Debt Issuance
- CMB.TECH NV has sold eight vessels, generating a total capital gain of approximately 269.2 million USD.
- The sale includes six VLCCs and two Capesize vessels, with the capital gain of 261.1 million USD from VLCCs and 8.1 million USD from Capesize vessels expected to be recognized in Q1 2026.
- The proceeds from these sales will be used to repay existing debt facilities, and the company intends to distribute 50% of the profit from these sales.
- These vessel sales are in line with CMB.TECH's fleet rejuvenation strategy.
Jan 7, 2026, 10:21 PM
CMB.TECH announces significant vessel sales and capital gains
CMBT
New Projects/Investments
Dividends
- CMB.TECH has sold eight vessels, including six VLCCs and two Capesize vessels, generating a total capital gain of approximately $269.2 million USD.
- These sales are expected to generate a capital gain of approximately $261.1 million USD from the VLCCs and $8.1 million USD from the Capesize vessels in Q1 2026.
- The proceeds from these sales will be used to repay existing debt facilities, and CMB.TECH intends to distribute 50% of the profit from these sales.
- These recent vessel sales are in line with CMB.TECH’s fleet rejuvenation strategy.
Jan 7, 2026, 9:07 PM
CMB.TECH Invests in Chinese Ammonia Supply Chain
CMBT
New Projects/Investments
- CMB.TECH is investing in the Chinese ammonia supply chain, signing an off-take agreement for green ammonia produced by CEEC Hydrogen Energy and acquiring a minority stake in Jiangsu Andefu Energy Technology Co., Ltd..
- The CEEC Songyuan project is expected to produce approximately 158,000 tonnes of renewable ammonia annually, with commercial operation planned for January 2026.
- Andefu is developing critical ammonia infrastructure, including a 49,000 m³ low-temperature ammonia storage tank in Nanjing scheduled for commissioning in Q1 2026, and aims for commercial deployment of ship-to-ship ammonia bunkering operations in 2026.
- CMB.TECH anticipates taking delivery of 11 ammonia-powered ships in 2026, which will be equipped with dual-fuel diesel-ammonia main engines.
Dec 16, 2025, 7:27 AM
CMB.TECH NV Announces Q3 2025 Results
CMBT
Earnings
Dividends
New Projects/Investments
- CMB.TECH NV reported a profit for the period of USD 17.3 million for Q3 2025, a decrease from USD 98.1 million in Q3 2024. EBITDA for Q3 2025 was USD 238.4 million, up from USD 177.1 million in Q3 2024 , ,.
- The company's contract backlog stands at USD 2.95 billion ,.
- An interim dividend of USD 0.05 per share has been proposed, expected to be paid on or about January 15, 2026 , ,.
- During Q3 2025, CMB.TECH took delivery of 7 newbuilding vessels and sold the VLCC Dalma and capesize Battersea. The CEO anticipates significantly improved results in Q4 due to stronger bookings ,.
Nov 26, 2025, 9:42 PM
CMB.TECH Reports Q3 2025 Net Profit of $17 Million and Declares Interim Dividend
CMBT
Earnings
Dividends
M&A
- CMB.TECH reported net profits of $17 million and EBITDA of $238 million for Q3 2025, ending the quarter with over $555 million in liquidity.
- The company declared an interim dividend of $0.05 per share, payable in early January, and anticipates roughly $50 million in capital gains from vessel deliveries in Q4.
- Following the Golden Ocean merger, CMB.TECH has increased its spot exposure in dry bulk and large tankers, projecting $250 million in free cash flow per quarter at current market rates. Market outlooks are positive for tankers, dry bulk, and offshore, with Q4 2025 year-to-date TCE rates for VLCCs at $68,000 (78% fixed), Newcastlemaxes at $34,000, and CSOVs at $118,000.
- The $1.6 billion CapEx program is fully funded, and the company plans to reduce debt using internal cash flow and asset sales, targeting a 50% loan-to-value after its newbuilding program.
Nov 26, 2025, 1:00 PM
CMB.TECH Reports Q3 2025 Financial Results and Operational Highlights
CMBT
Earnings
Dividends
M&A
- CMB.TECH reported net profits of $17 million and an EBITDA of $238 million for Q3 2025, ending the quarter with over $555 million in liquidity.
- The company declared an interim dividend of $0.05 per share, payable in early January, and confirmed its $1.6 billion CapEx program is fully funded.
- Following the Golden Ocean merger, CMB.TECH now manages approximately $11 billion in assets across over 250 ships, maintaining a contract backlog of around $3 billion.
- The company is strategically positioned with significant spot exposure in dry bulk and large tankers for 2026, anticipating substantial free cash flow generation, estimated at $250 million per quarter at current market rates.
- CMB.TECH achieved strong Q3 2025 Time Charter Equivalent (TCE) rates, including $29,500 for Newcastlemaxes, $20,500 for Capes, and $48,000 for Suezmaxes, with rates further increasing quarter-to-date in Q4 2025.
Nov 26, 2025, 1:00 PM
CMBT Reports Q3 2025 Financial Results and Proposes Interim Dividend
CMBT
Earnings
Dividends
New Projects/Investments
- CMBT reported a profit of USD 17.3 million (or $17,295 thousand) and EBITDA of USD 238.4 million for Q3 2025, with total revenue reaching $454,248 thousand.
- The company proposed an interim dividend of USD 0.05 per share, maintained liquidity of USD 555.6 million, and reported a contract backlog of USD 2.95 billion.
- During Q3 2025, CMBT took delivery of 7 newbuilding vessels and completed the sale of VLCC Hakata and Hakone, generating a total capital gain of 39.3 million USD.
- Key Time Charter Equivalent (TCE) rates for Q3 2025 included 29,423 USD/day for Newcastlemax, 30,486 USD/day for VLCC, and 48,210 USD/day for Suezmax.
Nov 26, 2025, 1:00 PM
CMB.TECH Reports Q3 2025 Financials and Strategic Updates
CMBT
Earnings
M&A
New Projects/Investments
- CMB.TECH reported net profits of $17 million and EBITDA of $238 million for Q3 2025, ending the quarter with over $555 million in liquidity.
- The company declared an interim dividend of $0.05 per share, payable in early January, and announced its $1.6 billion CapEx program is fully funded.
- Following the Golden Ocean merger, CMB.TECH now manages approximately $11 billion in assets across over 250 ships, significantly increasing its spot exposure on dry bulk.
- Management is bullish on tanker, dry bulk, and offshore markets, while remaining cautious on containers and chemicals due to supply-demand fundamentals.
- CMB.TECH anticipates generating $250 million in free cash flow per quarter at current market rates and plans to pay back bonds and bridge financing using own free cash flow, asset sales, and liquidity, targeting a 50% loan-to-value after its newbuilding program is delivered by end of 2026.
Nov 26, 2025, 1:00 PM
CMBT Reports Q3 2025 Financial Results and Operational Highlights
CMBT
Earnings
Dividends
New Projects/Investments
- CMBT reported a profit of $17.3 million and EBITDA of $238.4 million for Q3 2025.
- The company maintains strong liquidity of $555.6 million and a contract backlog of $2.95 billion, with a proposed interim dividend of $0.05 per share.
- Operational highlights include the delivery of 7 newbuilding vessels and the sale of two VLCCs in Q3 2025, which generated a capital gain of $39.3 million.
- CMBT noted positive supply/demand balances in the Offshore Energy, Dry Bulk, and Tanker markets, with Q3 2025 TCE actuals for Newcastlemax at $29,423 USD/day, VLCC at $30,486 USD/day, and Suezmax at $48,210 USD/day.
Nov 26, 2025, 1:00 PM
CMB.TECH Announces Q3 2025 Results
CMBT
Earnings
Dividends
Board Change
- CMB.TECH reported a profit of $17.3 million and EBITDA of $238.4 million for the third quarter ended September 30, 2025.
- The company's contract backlog stands at $2.95 billion.
- An interim dividend of $0.05 per share has been proposed, with an expected payment date around January 15, 2026.
- During Q3 2025, CMB.TECH took delivery of 7 newbuilding vessels and sold two older vessels, while also announcing Supervisory Board changes.
Nov 26, 2025, 6:05 AM
Quarterly earnings call transcripts for CMB.TECH.
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