Скачать или смотреть CMB Tech Q3 2025: Massive Revenue Surge & Green Energy Pivot Explained

CMB Tech's Q3 2025 earnings call reveals a pivotal transformation with revenue soaring 105% year-over-year to $454 million, far exceeding expectations. Despite an 86% drop in EPS to $0.07 due to higher interest expenses and one-off capital gains last year, investors are bullish on the company's future. The real story lies in CMB Tech's $3 billion contract backlog and a potential $250 million quarterly free cash flow driven by increased spot exposure in dry bulk and tanker markets post-Golden Ocean merger.

The company now controls around 250 vessels with over 80 hydrogen- or ammonia-ready ships, reflecting a strategic fleet rejuvenation and a strong commitment to green fuels like ammonia and hydrogen, while de-emphasizing LNG. The acquisition of the Namibia green hydrogen JV further underscores their energy-transition focus. Management is confident in a strong Q4 performance as tanker and dry bulk markets hit multi-year highs, though they remain cautious about container and chemical tanker segments.

This earnings report marks CMB Tech's shift from a crude-oil pure-play to a diversified maritime and clean energy leader. With a discretionary dividend policy and robust backlog, the company is positioned for significant free cash flow growth and sustainable shareholder returns. Investors and market watchers see this as the dawn of a new era for CMB Tech, blending cyclical shipping upside with long-term decarbonization efforts.

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