KNOT Offshore Partners (NYSE:KNOP) Q4 2025 Earnings call March 26, 2026 09:30 AM ET Company ParticipantsDerek Lowe - CEO and CFOLiam Burke - Managing DirectorConference Call ParticipantsFredrik Dybwad - AnalystOperatorLadies and gentlemen, thank you for joining us and welcome to the KNOP's fourth quarter 2025 earnings call. After today's prepared remarks, we will host a question and answer session with an opportunity for equity research analysts to ask questions. If you'd like to ask a question, please rais ...

KNOT Offshore Partners (NYSE:KNOP) Q4 2025 Earnings call March 26, 2026 09:30 AM ET Company ParticipantsDerek Lowe - CEO and CFOLiam Burke - Managing DirectorConference Call ParticipantsFredrik Dybwad - AnalystOperatorLadies and gentlemen, thank you for joining us and welcome to the KNOP's Fourth Quarter 2025 Earnings Call. After today's prepared remarks, we will host a question and answer session with an opportunity for equity research analysts to ask questions. If you'd like to ask a question, please rais ...

KNOT Offshore Partners (NYSE:KNOP) Q4 2025 Earnings call March 26, 2026 09:30 AM ET Speaker3Ladies and gentlemen, thank you for joining us and welcome to the KNOP's fourth quarter 2025 earnings call. After today's prepared remarks, we will host a question and answer session with an opportunity for equity research analysts to ask questions. If you'd like to ask a question, please raise your hand. If you have dialed into today's call, please press star nine to raise your hand and star six to unmute when promp ...

25.03.2026 25.03.2026 December 31, 2024, and any subsequent reports on Form 6-K. 4Q 2025 March 2026 (NYSE:KNOP) Forward-looking statements This presentation contains certain forward-looking statements (as defined in Section 21E of the Securities Exchange Act of 1934, as amended) that reflect management's current view and involve known and unknown risks and are based upon assumptions and estimates that are inherently subject to significant uncertainties and contingencies, many of which are beyond the control ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Knot Offshore (KNOP) - Knot Offshore currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [2][3] - The stock has shown a price increase of 1.34% over the past week, matching the performance of the Zacks Transportation - Shipping industry [5] - Over the past month, KNOP's price has increased by 2.9%, while the industry has outperformed with a 12.54% increase [5] - In the last quarter, KNOP shares have risen by 8.23%, and over the past year, they have gained 92.93%, significantly outperforming the S&P 500, which increased by 1.56% and 16.34% respectively [6] Trading Volume - The average 20-day trading volume for KNOP is 129,778 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, one earnings estimate for KNOP has increased, raising the consensus estimate from $0.75 to $1.06 for the full year, with no downward revisions [9] - For the next fiscal year, one estimate has also moved upwards, indicating positive sentiment regarding future earnings [9] Conclusion - Given the strong performance metrics and positive earnings outlook, KNOP is positioned as a solid momentum pick and should be considered for investment [11]

Core Viewpoint - Knot Offshore (KNOP) has shown strong stock performance, with a 4.5% increase over the past month and reaching a 52-week high of $11.1, outperforming the Zacks Transportation sector and the Zacks Transportation - Shipping industry [1][2]. Company Performance - Knot Offshore has consistently exceeded earnings expectations, reporting an EPS of $0.45 against a consensus estimate of $0.13 in its last earnings report [2]. - For the current fiscal year, the company is projected to achieve earnings of $1.37 per share on revenues of $359.8 million [2]. Valuation Metrics - The stock trades at 8X current fiscal year EPS estimates, below the peer industry average of 12X, and at 2.8X trailing cash flow compared to the peer group's average of 3.4X, indicating strong value potential [6]. - Knot Offshore holds a Value Score of A, with Growth and Momentum Scores of C, resulting in a combined VGM Score of A [5][6]. Zacks Rank - The company has a Zacks Rank of 1 (Strong Buy), driven by rising earnings estimates, making it a favorable choice for investors [7][8]. Industry Comparison - In comparison to peers, Global Ship Lease, Inc. (GSL) also shows strong performance with a Zacks Rank of 2 (Buy) and a Value Score of A, although it has lower Growth and Momentum Scores [9]. - GSL is expected to post earnings of $10.22 per share on revenues of $763.9 million for the current fiscal year, with shares gaining 5.3% over the past month [10]. - The Transportation - Shipping industry is positioned in the top 42% of all industries, suggesting favorable conditions for both Knot Offshore and Global Ship Lease [11].

Group 1: Albemarle Corporation (ALB) - Albemarle Corporation is an energy storage solutions company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings increased by 19.7% over the last 60 days [1] - Albemarle's shares gained 76.5% over the last three months, while the S&P 500 declined by 5.2% [1] - The company has a Momentum Score of A [1] Group 2: KNOT Offshore Partners LP (KNOP) - KNOT Offshore Partners LP is a tanker shipping company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings increased by 41.3% over the last 60 days [2] - KNOT's shares gained 17.4% over the past three months, compared to the S&P 500's decline of 5.2% [2] - The company has a Momentum Score of B [2] Group 3: Lincoln Educational Services Corporation (LINC) - Lincoln Educational Services Corporation is a postsecondary education company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings increased by 5.1% over the last 60 days [3] - Lincoln Educational Services' shares gained 14.4% over the last three months, while the S&P 500 declined by 5.2% [3] - The company has a Momentum Score of B [3]

Core Viewpoint - Knot Offshore (KNOP) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for Knot Offshore indicates expected earnings of $1.06 per share for the fiscal year ending December 2025, showing no year-over-year change [9]. - Over the past three months, analysts have raised their earnings estimates for Knot Offshore by 85.1% [9]. Zacks Rating System - The Zacks rating system is based solely on a company's changing earnings picture, which is tracked through the Zacks Consensus Estimate [2]. - The system classifies stocks into five groups, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [10][11]. Market Implications - The upgrade to Zacks Rank 1 for Knot Offshore suggests that the stock may experience buying pressure and an increase in its price due to improved earnings outlook [4][6]. - The correlation between earnings estimate revisions and near-term stock movements highlights the importance of tracking these revisions for investment decisions [7].

Group 1 - The Partnership has declared a quarterly cash distribution of US$ 0.026 per common unit for the quarter ended December 31, 2025, to be paid on February 5, 2026 [1] - The record date for unitholders to receive the distribution is January 26, 2026 [1] Group 2 - KNOT Offshore Partners LP owns, operates, and acquires shuttle tankers primarily under long-term charters in offshore oil production regions, specifically Brazil and the North Sea [2] - The company is structured as a publicly traded master limited partnership but is classified as a corporation for U.S. federal income tax purposes, issuing a Form 1099 to unitholders [3] - KNOT Offshore Partners LP's common units are traded on the New York Stock Exchange under the symbol "KNOP" [3]

Core Viewpoint - KNOT Offshore Partners LP's adjourned 2025 Annual Meeting of Limited Partners was held on January 5, 2026, but did not achieve the necessary quorum for decision-making [1]. Group 1: Meeting Details - A new record date and meeting date will be established due to the time elapsed since the record date of November 6, 2025, which was used to determine eligible unitholders for voting [2]. - Unitholders will receive notice of the rescheduled meeting and proxy materials based on the new record date once it is determined [2]. Group 2: Company Overview - KNOT Offshore Partners LP specializes in owning, operating, and acquiring shuttle tankers, primarily under long-term charters in offshore oil production areas, particularly in Brazil and the North Sea [3]. - The company is structured as a publicly traded master limited partnership but is classified as a corporation for U.S. federal income tax purposes, issuing Form 1099 to unitholders instead of Form K-1 [4]. - KNOT Offshore Partners LP's common units are traded on the New York Stock Exchange under the ticker symbol "KNOP" [4].