Cmb.Tech NV

Informe acción NYSE:CMBT

Capitalización de mercado: US$4.3b

Cmb.Tech Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Cmb.Tech ha aumentado sus beneficios a una tasa media anual de 33%, mientras que los beneficios de la industria de Oil and Gas han experimentado un crecimiento de 10% anual. Los ingresos han ido creciendo a una tasa media de 14.3% al año. La rentabilidad financiera de Cmb.Tech es de 5.3%, y sus márgenes netos son de 9.6%.

Información clave

32.99%

Tasa de crecimiento de los beneficios

33.39%

Tasa de crecimiento del BPA

Crecimiento de la industria Oil and Gas 33.67%
Tasa de crecimiento de los ingresos14.28%
Rentabilidad financiera5.30%
Margen neto9.65%
Próxima actualización de resultados19 May 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha • Apr 04

CMB.TECH: Valuation Implies Mid-Cycle - Reality Looks Stronger

Summary CMB.TECH is now a highly leveraged play on freight rates, with over 80% spot exposure post-merger and tripled operating scale. Reported EPS is distorted by one-off Golden Ocean deal costs; normalized earnings and EBITDA provide a clearer view of CMBT's true earnings power. CMBT's valuation and investment case hinge on freight rate sensitivity, with current market cap implying mid-to-high cycle TCE rates ($35k–45k/day). Current geopolitical disruptions favor elevated freight rates, positioning CMBT for strong earnings and cash flow over the next 12–18 months. Read the full article on Seeking Alpha
Seeking Alpha • Apr 26

Cmb.Tech - Golden Ocean Merger Offers A Unique Long-Term Buy Opportunity

Summary The merger of CMB.Tech and Golden Ocean will create a leading diversified maritime company with over 250 vessels, enhancing competitiveness and decarbonization efforts. Golden Ocean shareholders receive 0.95 CMBT shares per GOGL share, with CMBT shareholders owning 70% of the combined entity, valued at $3.2 billion market cap. The merger offers significant cost savings, improved margins, and potential stock value growth, despite high financial leverage and market cycle risks. The combined company's focus on maritime decarbonization and ESG technologies positions it for long-term value and attractiveness to sustainability-focused investors. Read the full article on Seeking Alpha
Seeking Alpha • Jan 07

Cmb.Tech NV: The Short-Term Is Too Uncertain For Now

Summary Cmb.Tech NV's revenue declined by 22% in 2024 due to economic challenges and fleet transformation, impacting short-term performance. The company's transformation strategy involves selling older vessels and investing in new, efficient models, boosting long-term profitability. High debt levels are mitigated by a strong interest coverage ratio and gains from vessel disposals, maintaining financial stability. Uncertainty around tariffs and geopolitical tensions makes me hesitant to invest in CMBT stock now; awaiting Q4 earnings and management's outlook. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07

Cmb.Tech NV: Company Is Worth Watching After Name-Change

Summary I maintain my hold rating on Cmb.Tech (formerly Euronav) stock due to its ongoing decarbonization efforts, despite a 2.70% decline since March 2024. Key pillars for CMBT include shipbuilding innovations, future-proof builds, and new shipping routes, emphasizing hydrogen and ammonia-powered vessels. CMBT's revenue from asset disposal surged 2,200% YoY, contributing to a 42.5% increase in total shipping income, despite an overall earnings decline. The company’s forward P/E ratio of 4.18X suggests undervaluation, with potential upside into 2025 as it continues to innovate and expand maritime activities. Read the full article on Seeking Alpha
Seeking Alpha • Jun 20

Euronav: Growing Sustainably With The CMB.TECH Acquisition

Summary Euronav NV's drama including Frontline and CMB has recently ended, with a tanker sale to Frontline and CMB's takeover bid for $18.43 per share for voluntary sellers. The company recently acquired CMB.TECH in February, adding a growing fleet of mainly hydrogen and ammonia -powered vessels. FourWorld opposes CMB's control over Euronav, but with 2/3 of its requests have already been denied in the United States and Belgium. The company is looking to continue turbulent earnings as freight trends fluctuate. In Q1, revenues declined but still earnings stayed healthy, with Euronav anticipating healthy oil tanker and bulk-dry vessel demand. The current valuation seems to price Euronav stock fairly. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Euronav NV: Not Backing Down On The Decarbonization Agenda

Summary Euronav's acquisition of CMB.TECH will help diversify its maritime activities and focus on clean technology and sustainable shipping. The acquisition will be financed through the sale of VLCCs to Frontline, increasing Euronav's fleet numbers and aiding in decarbonization. EURN's transition to CMB.TECH and focus on clean energy align with global efforts to reduce carbon emissions in the shipping industry. Read the full article on Seeking Alpha
Seeking Alpha • Dec 07

Frontline And Euronav Deal: Good Deal For Frontline, But Both Are Above Their Fair Value

Summary Frontline is set to become the largest publicly traded tanker company through the acquisition of 24 VLCC tankers from Euronav. The deal grants the Saverys family control over Euronav, which is viewed as a negative by shareholders. Both Euronav and Frontline are trading above their fair value and peers' valuation, suggesting better value in some peers. Read the full article on Seeking Alpha
Seeking Alpha • Nov 03

Euronav Saga Ends With Fireworks For Frontline

Summary A 2-year dispute between two tanker families over the future of Euronav ended with the breakup of Euronav. Frontline, a leading tanker company, has acquired 24 of 41 VLCC vessels from Euronav for a very reasonable price. Frontline has geared up for the future, betting on strong sector fundamentals and market uptake. Read the full article on Seeking Alpha
Seeking Alpha • Sep 14

Euronav's Solid Financials Coupled With Upside Potential Market Outlook Lead To A Bright Future

Summary Euronav is a leading company in the transportation of crude oil market with 100% payout ratio and 17% dividend yield. The company's financial outlook is robust, with a solid balance sheet and strong liquidity. The tanker market shows upside potential, with positive outlook for the short to medium term. Read the full article on Seeking Alpha
Seeking Alpha • Jun 30

Euronav NV: A Strong Oil Transporter Benefiting From Rising Spot Rates

Summary Euronav NV is experiencing significant revenue growth, with a 197% increase in its top line, largely due to hiked spot rates. Despite potential headwinds such as reduced supply from the Middle East, EURN is expected to continue to benefit from the high demand for crude oil, particularly from the Far East. A strong yield and appealing current price point make it a long-term buying opportunity. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Cmb.Tech. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).

Historial de beneficios e ingresos

NYSE:CMBT Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 251,6661611390
30 Sep 251,3031651130
30 Jun 251,071243950
31 Mar 25935420810
31 Dec 24940871760
30 Sep 249831,184720
30 Jun 241,0391,201690
31 Mar 241,1361,178600
31 Dec 231,235858590
30 Sep 231,335687500
30 Jun 231,280588510
31 Mar 231,080422530
31 Dec 22855203470
30 Sep 22604-104430
30 Jun 22475-226350
31 Mar 22425-311320
31 Dec 21420-339290
30 Sep 21455-325590
30 Jun 21567-173190
31 Mar 21928177600
31 Dec 201,210473340
30 Sep 201,447686630
30 Jun 201,382617590
31 Mar 201,116318640
31 Dec 19915112410
30 Sep 19813-42620
30 Jun 19799-77670
31 Mar 19734-51670
31 Dec 18600-110570
30 Sep 18482-91640
30 Jun 18426-60560
31 Mar 18447-72500
31 Dec 175131470
30 Sep 1754232450
30 Jun 1757060450
31 Mar 17634125440
31 Dec 16684204440
30 Sep 16764259490
30 Jun 16834331470
31 Mar 16857383470
31 Dec 15847350460
30 Sep 15766242420
30 Jun 15689149440

Ingresos de calidad: CMBT tiene una única gran ganancia de $187.2M que afecta a sus resultados financieros de los últimos 12 meses de 31st December, 2025.

Margen de beneficios creciente: Los actuales márgenes de beneficio(9.6%) de CMBT son inferiores a los del año pasado (92.6%).

Análisis del flujo de caja libre vs. Beneficios

Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: En los últimos 5 años, los beneficios de lCMBT han crecido significativamente en un 33% al año.

Acelerando crecimiento: CMBT ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: CMBT tuvo un crecimiento negativo de los beneficios (-81.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Oil and Gas (-4.3%).

Rentabilidad financiera

Alta ROE: La rentabilidad financiera de CMBT (5.3%) se considera baja.

Rentabilidad económica

Rendimiento del capital invertido

Descubre empresas con buenos resultados en el pasado

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 06:26
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Cmb.Tech NV está cubierta por 19 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David VagmanBNP Paribas
Lars KalbakkenCarnegie Investment Bank AB
Christian WetherbeeCitigroup Inc