Pangaea Q3 adjusted EPS beats analyst expectations on better cost management

Reuters11-07
Pangaea Q3 adjusted EPS beats analyst expectations on better cost management 

Overview

  • Pangaea Q3 adjusted EPS beats analyst expectations, reflecting solid financial performance

  • Adjusted EBITDA for Q3 increased by 20.3%, beating analyst expectations

  • Company announced sale of Bulk Freedom for $9.6 mln, continuing fleet renewal strategy

Outlook

  • Company sees favorable medium-term dry bulk environment due to limited vessel supply

  • Company executed 4,210 shipping days at average TCE of $17,107 early in Q4

Result Drivers

  • INCREASED SHIPPING DAYS - 22% increase in shipping days due to acquisition of fifteen handy-sized vessels, boosting revenue

  • TCE RATE PERFORMANCE - TCE rates exceeded market indices by 10% due to long-term contracts and specialized fleet

  • COST MANAGEMENT - 13% decrease in voyage expenses per day contributed to 20.3% increase in Adjusted EBITDA

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Adjusted EPS

Beat

$0.17

$0.07 (2 Analysts)

Q3 Adjusted Net Income

Beat

$11.20 mln

$4.26 mln (2 Analysts)

Q3 Net Income

$12.20 mln

Q3 Adjusted EBITDA

Beat

$28.90 mln

$21.31 mln (2 Analysts)

Q3 Adjusted EBITDA Margin

17.10%

Q3 Operating Cash Flow

$28.60 mln

Analyst Coverage

  • The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the marine freight & logistics peer group is "buy."

  • Wall Street's median 12-month price target for Pangaea Logistics Solutions Ltd is $8.00, about 37.7% above its November 5 closing price of $4.98

  • The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nPn64m75Qa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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