Cmb.Tech N.V., a subsidiary of CMB NV, specializes in marine transportation. Established in 2003 and headquartered in Antwerp, Belgium, the company, formerly ...
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Est. EPS $0.75 · Revenue $560.04M · 1 analysts
Est. EPS $0.89 · Revenue $604.01M · 1 analysts
Est. EPS $2.78 · Revenue $2.28B · 2 analysts
Est. EPS $0.30 · Revenue $428.12M · 1 analysts
EPS $1.23 · Revenue $691.44M
$0.85 per share
$0.85 per share
EPS $1.27 · Revenue $519.63M
EPS $0.73 · Revenue $1.67B
EPS $0.08 · Revenue $454.25M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.7B | +77.2% | +33.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $160.7M | -81.5% | -3.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +28.9% | -51.6% | +31.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +22.2% | -79.2% | +23.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +9.6% | -89.6% | -27.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-628.3M | +0.7% | +1336.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -37.7% | +43.9% | +979.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 212.1% | -3.6% | -2.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.52x | -56.9% | +18.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $8.4B | +114.9% | +4.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.73 vs 0.58 | +25.8% | 1.23 vs 0.88 | +40.5% |
| Revenue Surprise | $1.7B vs $1.4B | +19.4% | $691.4M vs $574.4M | +20.4% |
Alexander Saverys: Good morning, good afternoon, and welcome to the earnings conference call for the second quarter of 2026 of CMB.TECH. My name is Alexander Saverys. I'm the CEO of CMB.TECH and I'm joined by my colleagues, Joris Daman and Enya Derkinderen. We will start, as always, with our financials and some highlights. And before we do, we give you an overview of the fleet of CMB.TECH. You can see that we have 206 vessels on the water with another 26 newbuildings coming. Our contract backlog is stable at $3.3 billion. The fleet is young. We have an average age below 6 years. Our CapEx commitments, we will discuss a bit later, have now gone down to less than $1 billion. We have a market cap of $5.2 billion, a fair market value of the fleet of $11.2 billion. And for those who might not know, but we are still listed in New York, in Brussels and in Oslo. Our second quarter financials, the title of our press release was making hay, making hay while the sun shines. These are exceptional times for shipping and also exceptional times for CMB.TECH. The company has made a profit of $364.4 million in the second quarter. This was on the back of an increased revenue of over $700 million and an exceptional profit that we made on the sale of assets of $127 million. You can see the other items in our profit and loss that stick out. One of them is the net finance expense. We are reducing our quarterly net finance expense to $76 million, which is a 5% reduction compared to the first quarter. This is led by cheaper refinancings and also just a general repayment of our debt. Our EBITDA stood at $552 million. Our liquidity slightly below $400 million. On total assets, book value stands at above 35% and our equity on total assets value adjusted is now above 50% at 51.5%. Other highlights during the quarter. I already mentioned our net profit and our EBITDA. The liquidity, which stands at around $400 million. We have a contract backlog, which is stable. We have added during the quarter 2, 2-year charters on our CSOVs and one 1-year VLCC charter. We have the intention to distribute an amount of $0.64 per share, which will be split in an intermediary dividend of $21 per share and a payment of $0.43, so $0.21 per share and $0.43 per share out of the share premium reserve, which is exempt from any withholding tax. We have taken delivery in the second quarter and quarter-to-date of 9 newbuilding vessels. These were 4 Newcastlemaxes, 1 VLCC, 2 brand-new Suezmaxes, 1 CSOV and 1 CTV. We have sold quite a few ships so far this year. In the second quarter, we have delivered to their new owners 2 VLCCs, the Ilma and the Ingrid, on which we booked a capital gain of $98 million. We have sold an older Suezmax, the Sienna with a capital gain of $29 million. So total gain in second quarter was $127 million. In the third quarter, we will book a gain of $100 million on the sale of 2 Suezmaxes. And in the fourth quarter, we will add a gain of $130 million on the sale of the …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Hugo De Stoop | Senior Advisor | USD 3,246,882 | Male | 1973 | Active |
Alexander Saverys | Chief Executive Officer & Member of Management Board | USD 383,554 | Male | 1978 | Active |
Benoit Louis Marcel Timmermans | Chief Strategy Officer & Member of Management Board | USD 383,554 | Male | 1961 | Active |
Ludovic Saverys | Chief Financial Officer & Member of Management Board | USD 383,554 | Male | 1984 | Active |
Maxime Van Eecke | Chief Commercial Officer & Member of Management Board | USD 383,554 | Male | 1982 | Active |
Michael Saverys | Chief Chartering Officer & Member of Management Board | USD 383,554 | Male | 1983 | Active |
Sofie Lemlijn | Senior Legal Counsel & Secretary General | USD 252,847 | Female | 1986 | Active |
Katrien Hennin | Head of Marketing & Communications | — | — | — | Active |
Joris Daman | Head of Investor Relations | — | Male | — | Active |
Veronique Raes | Chief People Officer | — | Female | — | Active |
CMB.TECH FLEET UPDATE ANTWERP, Belgium, 3 August 2026, 08:00 CET – CMB.TECH NV (“CMBT”, “CMB.TECH” or “the company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) has sold one VLCC, generating a capital gain of approximately 74.4 million USD. Euronav CMB.TECH has sold the VLCC Donoussa (2016, 299,999 dwt).
CMB.TECH nv (NYSE: CMBT - Get Free Report) was down 1.5% during trading on Wednesday. The stock traded as low as $15.30 and last traded at $15.35. Approximately 547,315 shares were traded during mid-day trading, a decline of 46% from the average session volume of 1,014,661 shares. The stock had previously closed at $15.59. Wall
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ANTWERP, Belgium, 29 June 2026, 08:00 CET - CMB. TECH NV ("CMBT", "CMB. TECH" or "the company") (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) has sold two Suezmaxes, generating a capital gain of approximately 100. 5 million USD. EuronavCMB.
ANTWERP, Belgium, 29 June 2026, 08:00 CET – CMB.TECH NV (“CMBT”, “CMB.TECH” or “the company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) has sold two Suezmaxes, generating a capital gain of approximately 100.5 million USD.
