EBITDA of USD 279.8m (+2% vs ARCe, +1% vs Cons.)DPS of 67 cents (ARCe: 51 cents, Cons.: 50 cents); running yield of 13.6%Booked 85% of Q2 at USD 81k/d; consensus EPS to be lifted ~20% (in line with ARCe)30% of newbuild capex set to be paid within 6 months (delivery in '29 and '30)Good report, but relatively in line with what we expected
02 Jun 2026
Arctic FLASH: BW LPG - Distribution beat; Q2 bookings imply positive estimate revisions
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Arctic FLASH: BW LPG - Distribution beat; Q2 bookings imply positive estimate revisions
BW LPG (BWLPG:STO) | 0 0 0.0%
- Published:
02 Jun 2026 -
Author:
Kristoffer Barth Skeie | Lars Moen Eide -
Pages:
12 -
EBITDA of USD 279.8m (+2% vs ARCe, +1% vs Cons.)DPS of 67 cents (ARCe: 51 cents, Cons.: 50 cents); running yield of 13.6%Booked 85% of Q2 at USD 81k/d; consensus EPS to be lifted ~20% (in line with ARCe)30% of newbuild capex set to be paid within 6 months (delivery in '29 and '30)Good report, but relatively in line with what we expected