Navios Maritime Partners (NYSE:NMM) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAngeliki Frangou - Chairwoman and CEOErifili Tsironi - CFOStratos Desypris - COOVincent Vandewalle - Chief Trading OfficerConference Call ParticipantsKristoffer Skeie - Equity Research AnalystOperatorThank you for joining us for Navios Maritime Partners' fourth quarter 2025 earnings conference call. With us today from the company are Chairwoman and CEO, Ms. Angeliki Frangou, Chief Operating Officer, M ...

Navios Maritime Partners (NYSE:NMM) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker3Thank you for joining us for Navios Maritime Partners' fourth quarter 2025 earnings conference call. With us today from the company are Chairwoman and CEO, Ms. Angeliki Frangou, Chief Operating Officer, Mr. Stratos Desypris, Chief Financial Officer, Mrs. Erifili Tsironi, and Chief Trading Officer, Mr. Vincent Vandewalle. As a reminder, this conference call is being webcast. To access the webcast, please go to the ...

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SINGAPORE, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Recently, Intercont (Cayman) Limited (hereinafter referred to as "Intercont") released its 2026 strategic outlook and growth plan, positioning this year as a critical inflection point for strategic cross-domain presence and value transformation. The plan clarifies that Intercont's future growth will remain anchored in its shipping business, while actively exploring high-potential sectors. Building upon consolidating its existing strengths in shipping, Intercont p ...

Core Insights - Kirby Corporation reported record earnings for 2025, with strong operational and financial momentum despite seasonal challenges in the fourth quarter [4][3] - The company generated $406 million in free cash flow and returned capital to shareholders through share repurchases and debt reduction [7][3] - Kirby expects steady financial performance in 2026, with projected operating cash flow between $575 million and $675 million [19] Marine Transportation - Marine Transportation revenue for the fourth quarter was $482 million, with operating income of $100 million and operating margins in the low-20% range [1] - Inland marine market conditions improved towards the end of the quarter, with utilization nearing 90% and mixed pricing trends [7][6] - Coastal marine revenue increased by 22% year over year, supported by high utilization rates in the mid- to high-90% range [9][6] Distribution & Services - Distribution & Services revenue was $370 million in the fourth quarter, with operating income of $30 million and an operating margin of 8.1% [11] - Power generation revenue rose 47% year over year, contributing significantly to segment growth, while oil and gas revenues declined by 45% [12][13] - The segment is expected to see flat to slightly higher revenues in 2026, driven by strength in power generation [17] Financial Position - At the end of 2025, Kirby had $79 million in cash and approximately $920 million in total debt, with a debt-to-capital ratio of 21.4% [2] - The company reduced debt by roughly $130 million during the fourth quarter and had total available liquidity of about $542 million [2][7] - Capital expenditures for the fourth quarter were $47 million, with expectations of $220 million to $260 million in 2026 [19] 2026 Outlook - Kirby anticipates inland revenue growth in the low- to mid-single digits for 2026, with utilization expected to average in the low 90% range [15] - Coastal revenue growth is projected to be mid-single-digit, supported by gradual pricing improvements [16] - The company highlighted potential macro factors, such as Venezuelan oil flows and tariff developments, as sources of near-term uncertainty [14]

Company Overview - Scorpio Tankers (NYSE: STNG) is engaged in the maritime transportation of petroleum and crude oil-derived fossil fuels, operating a fleet of 99 tankers [1] - The fleet composition includes 38 LR2 tankers, 47 MR tankers, and 14 other types [1] Investment Focus - The company is of interest to investors looking for value in sectors like oil & gas, metals, and mining, particularly in emerging markets [1] - It is characterized by sustained free cash flows, low leverage, and sustainable debt levels, indicating potential for recovery [1] Shareholder Value - Scorpio Tankers demonstrates a solid pro-shareholder attitude, maintaining consistent buyback programs and dividend distributions [1]

Geopolitical Risk - Chinese government is threatening to block a deal transferring ownership of seaports to Western investors [1] - The deal is contingent on Cosco, a Chinese company, receiving a stake [1]

Investment Rating - The report indicates a weakening trend in U.S. container imports, suggesting a cautious outlook for the transportation services sector [7][4]. Core Insights - The modified deadweight tonnage (MDWT) metric, which tracks container imports, showed a 3% decline week-over-week, with a significant 10% drop in container imports compared to the previous week [3][9]. - Year-over-year, total U.S. containership MDWT decreased by 15% in Week 19, indicating a potential slowdown in domestic freight activity [3][4]. - The Port of Los Angeles forecasts a 16% year-over-year decline in port volumes for May, reflecting a broader trend of weakening import volumes [4][14]. - Container exits from China and Hong Kong remain strong, with a slight decline of 1.5% week-over-week, but still close to record levels [5][18]. - Exits from other Asian countries, such as Vietnam, Indonesia, and Thailand, have increased by approximately 8% year-over-year, indicating a potential shift in sourcing patterns [18][21]. Summary by Sections U.S. Container Imports - The 4-week moving average (MA) of U.S. container imports was 6.2 million MDWT, down from 6.4 million MDWT in the previous week, but still above the local trough of 5.9 million MDWT in mid-April [9][12]. - The report highlights the correlation between MDWT and official TEU import data, with an r-squared value of 94%, suggesting that MDWT is a reliable early indicator of import activity [12][8]. Port of Los Angeles - The Port of Los Angeles reported a 1.5% year-over-year increase in total port volume for the four weeks ending May 10, but anticipates a decline in the coming weeks [4][14]. - The projected decline in TEU volume could be influenced by inventory levels and the timing of tariff reductions from China [4][14]. China and Other Asian Exits - Freight exiting China and Hong Kong ports was approximately 52 million MDWT, reflecting a strong exit rate despite a slight week-over-week decline [5][18]. - The report notes that sourcing shifts from China to other Asian countries may occur, with MDWT exits from Vietnam, Indonesia, and Thailand increasing significantly [18][21].