DorianG Resultados de beneficios anteriores
Pasado controles de criterios 5/6
DorianG ha aumentado sus beneficios a una tasa media anual de 10.1%, mientras que los beneficios de la industria de Oil and Gas han experimentado un crecimiento de 8.9% anual. Los ingresos han ido creciendo a una tasa media de 8.2% al año. La rentabilidad financiera de DorianG es de 17%, y sus márgenes netos son de 40.2%.
Información clave
10.06%
Tasa de crecimiento de los beneficios
10.61%
Tasa de crecimiento del BPA
| Crecimiento de la industria Oil and Gas | 33.67% |
| Tasa de crecimiento de los ingresos | 8.21% |
| Rentabilidad financiera | 17.00% |
| Margen neto | 40.22% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 12
LPG: Irregular Dividend And Rich P/E Will Constrain Long Term Returns
Narrative Update on DorianG The analyst price target for DorianG has moved from $26.50 to $28.00 as analysts factor in recent coverage that balances a prior downgrade with updated views on profitability and price-to-earnings (P/E) assumptions. Analyst Commentary Recent Street research on DorianG has reflected a mix of views, with some cautious voices focusing on valuation, execution risks, and the balance between potential upside and downside.Seeking Alpha • May 05
Dorian LPG: Dividend Increases Fueled By Record VLGC Rates, But Is It Enough? (Downgrade)
Summary Dorian LPG is downgraded to Hold despite strong recent returns and elevated VLGC rates. LPG benefits from tight vessel supply, robust US exports, and early newbuild delivery, supporting near-term earnings and dividend growth. I expect the board to raise the dividend to at least $1 per quarter if strong rates persist, but further upside needs sustained rate strength. Risks include prolonged Strait of Hormuz closure and a heavy 2026–2027 orderbook; fair value is set at $42.5 per share. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 25
LPG: Mixed Ratings And Capital Returns Will Shape Future Share Performance
Analysts have modestly revised their price target for DorianG to $41.00, reflecting updated views on revenue growth, profitability, and a lower assumed future P/E following mixed recent research that includes both a bullish initiation and a Sell rating at $26.50. Analyst Commentary Recent Street research on DorianG points in different directions, with one new initiation taking a constructive stance and another firm moving to a Sell rating with a US$26.50 price target.Actualización de narrativa • Apr 08
LPG: Bearish Rating Cut And Optimistic Multiples Will Pressure Future Returns
Analysts have updated their view on DorianG with a revised $26.50 price target, reflecting updated assumptions on the discount rate, revenue growth, profit margins, future P/E, and one recent downgrade to Sell. Analyst Commentary Bearish analysts have signaled a more cautious stance on DorianG with the latest cut to a Sell rating paired with a $26.50 price target.Actualización de narrativa • Mar 25
LPG: Lower Fair Value And Weaker Outlook Will Pressure Future Returns
The analyst price target on DorianG has shifted from $30.00 to $26.50, as analysts weigh a lower fair value estimate, reduced revenue growth and profit margin assumptions, and a higher future P/E. They are also considering recent mixed rating changes that include both a downgrade with a $26.50 target and an earlier upgrade with a $31 target.Actualización de narrativa • Mar 10
LPG: Buy Upgrade And Capital Returns Will Shape Future Upside Potential
Analysts have maintained their $41 price target on DorianG, citing updated views on the discount rate, revenue trends, profit margin, and future P/E. They also reference a recent upgrade to Buy from Hold and a $31 target from Pareto as support for the current valuation stance.Actualización de narrativa • Feb 24
LPG: Buy Upgrade And Capital Returns Will Support Future Confidence
The analyst fair value estimate for DorianG has moved from $39.00 to $41.00 as analysts incorporate updated assumptions on discount rate, revenue growth, margins and future P/E, alongside a recent upgrade to Buy with a $31.00 target from Pareto. Analyst Commentary Bullish analysts are signaling a more constructive stance on DorianG, reflected in both a higher fair value estimate and a recent rating upgrade.
Actualización de narrativa • Feb 08
LPG: Buy Rating And Dividend Policy Will Shape Returns Into 2026
Analysts have lifted their 12 month price target on DorianG from about US$32 to roughly US$33.33, citing updated fair value work and recent research that includes a Buy rating with a US$31 target, even as they factor in revisions to revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research has shifted to a more constructive stance on DorianG, with a fresh Buy rating and a US$31 price target feeding into the updated fair value work behind the new 12 month target of about US$33.33.Actualización de narrativa • Jan 25
LPG: Buy Rating And Capital Returns Will Support Future Confidence
Analysts have lifted their price target on DorianG to US$31, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that align with the recent upgrade to Buy from Hold. Analyst Commentary Bullish analysts highlight that the new US$31 price target signals increased confidence that the company’s current valuation can reflect updated assumptions on discount rate, revenue growth, profit margin and future P/E.Actualización de narrativa • Jan 11
LPG: Buy Rating And Special Dividend Will Drive Returns Into 2025
Analysts have raised their price target on DorianG from US$31.75 to US$32.00, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that are consistent with the recent Buy rating from the Street. Analyst Commentary Recent Street research has moved to a Buy stance on DorianG with a US$31 price target, which lines up closely with the updated internal valuation work behind the new US$32.00 target.Actualización de narrativa • Dec 26
LPG: Shareholder Returns Will Support Confidence Despite Softer Revenue Outlook
Analysts have lowered their price target on DorianG from 48.00 dollars to 39.00 dollars, citing weaker revenue growth expectations and slightly compressed profit margins, despite only modest changes to the discount rate and future valuation multiples. What's in the News DorianG completed its previously announced share repurchase program, buying back a total of 336,500 shares for 7.41 million dollars, representing about 0.8 percent of shares outstanding.Actualización de narrativa • Dec 12
LPG: Special Dividend Will Drive Shareholder Returns Into 2025
Analysts have modestly reduced their price target on DorianG to approximately $31.75 per share, down from about $33.20. They cite slightly softer revenue growth assumptions, which are partly offset by a marginally improved profit margin outlook and a lower future earnings multiple.Actualización de narrativa • Nov 28
LPG: Dividend Announcement Will Drive Shareholder Value Into 2025
Analysts have slightly reduced their price target for DorianG, adjusting it from $33.40 to $33.20. This change is based on updated projections of modestly lower profit margins and a marginally higher discount rate.Actualización de narrativa • Nov 13
LPG: Dividend Announcement Will Drive Shareholder Value Into 2025
Analysts have lowered their price target for DorianG from $36.00 to $33.40, citing softer revenue growth projections and a reduced profit margin outlook. What's in the News Dorian LPG Ltd.Artículo de análisis • Nov 09
Revenue Miss: Dorian LPG Ltd. Fell 5.5% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models
Dorian LPG Ltd. ( NYSE:LPG ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...Artículo de análisis • Oct 24
Here's Why DorianG (NYSE:LPG) Has A Meaningful Debt Burden
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Actualización de narrativa • Aug 27
US LPG Exports Will Power Future VLGC Fleet Success
Upward revisions to DorianG’s revenue growth forecasts and an increased future P/E multiple have driven the consensus analyst price target up from $34.25 to $37.00. What's in the News Dorian LPG declared an irregular cash dividend of $0.60 per share, returning approximately $25.6 million to shareholders alongside Q2 2025 financial results.Artículo de análisis • Aug 26
A Look At The Intrinsic Value Of Dorian LPG Ltd. (NYSE:LPG)
Key Insights Using the 2 Stage Free Cash Flow to Equity, DorianG fair value estimate is US$30.09 DorianG's US$31.73...Artículo de análisis • Jul 24
Returns On Capital Signal Difficult Times Ahead For DorianG (NYSE:LPG)
When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...Artículo de análisis • Jun 15
DorianG (NYSE:LPG) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • May 30
Cautious Investors Not Rewarding Dorian LPG Ltd.'s (NYSE:LPG) Performance Completely
With a price-to-earnings (or "P/E") ratio of 10.3x Dorian LPG Ltd. ( NYSE:LPG ) may be sending bullish signals at the...Seeking Alpha • Apr 26
Navigating The Trough: A Value Case For Dorian LPG
Summary Dorian LPG is undervalued with a trailing twelve-month PE of ~5 and a forward PE of ~7, making it a value buy. Dorian's strong cash buffer supports potential for decent payouts in 2025, although payouts could be lower. Strategic investments in digitalization and fuel-efficient vessels, along with rising LPG demand in India, offer long-term growth prospects. Investors with a 2-3 year horizon can expect recovery and reasonable returns, making Dorian a "Buy" despite short-term turbulence. Read the full article on Seeking AlphaArtículo de análisis • Apr 06
Returns Are Gaining Momentum At DorianG (NYSE:LPG)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Artículo de análisis • Feb 26
Dorian LPG Ltd.'s (NYSE:LPG) Low P/E No Reason For Excitement
Dorian LPG Ltd.'s ( NYSE:LPG ) price-to-earnings (or "P/E") ratio of 5.6x might make it look like a strong buy right...Seeking Alpha • Feb 08
Dorian LPG Q3 Earnings, New Capacity In 2026, And Undervalued
Summary Dorian LPG Ltd. is investing in ECO VLGCs and scrubbers, enhancing emissions control and potentially attracting ESG-focused investors, boosting future stock demand. The company is set to receive a new VLGC in 2026, expected to increase capacity and drive revenue and free cash flow growth. Despite lower-than-expected EPS in the last quarter, Dorian LPG remains profitable with strong ROE, FCF margin, and EBITDA margin, suggesting undervaluation. Potential risks include declining spot charter rates, political tensions, new tariffs, and rising interest rates, which could impact revenue, FCF, and stock price. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
Dorian LPG: Dividend At Risk, A Potential Buying Opportunity If Cut
Summary Dorian LPG is a well-managed company in a growing sector but faces risks due to recent low rates, potentially leading to a dividend cut. The company's fleet is modern and efficient, with a strong balance sheet, but current rates challenge its ability to sustain the high dividend. The LPG market outlook is promising, driven by growing Asian demand and U.S. export capacity, despite recent rate pressures from increased supply. Valuation suggests a fair value of $26 per share, with potential buying opportunities if the dividend is cut and the stock price drops. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Dorian LPG: Massive Discount To NAV And Double-Digit Yield; Rating Upgrade
Summary The day rate weakness continues in the second quarter of the fiscal year. In 2Q25, Dorian reported $82.4 million in revenue, compared to $144.6 million in 2Q24. On November 5, Dorian declared $349 million in cash, $142 million in long-term leases, and $525 million in long-term debt. Dorian's fleet has higher daily OPEX and breakeven costs compared to peers, but scrubber savings and ammonia upgrades offer potential benefits. Dorian offers an attractive discount to NAV as a margin of safety. Additionally, the double-digit yield serves as the reasonable risk premium. I upgraded Dorian’s rating from Hold to Buy. Read the full article on Seeking AlphaArtículo de análisis • Nov 20
Returns On Capital Are Showing Encouraging Signs At DorianG (NYSE:LPG)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Artículo de análisis • Oct 23
Lacklustre Performance Is Driving Dorian LPG Ltd.'s (NYSE:LPG) Low P/E
Dorian LPG Ltd.'s ( NYSE:LPG ) price-to-earnings (or "P/E") ratio of 4.4x might make it look like a strong buy right...
Nueva narrativa • Sep 24
Fleet Expansion And Green Initiatives Promise Growth Amid Forecasted Revenue Dips And Margin Pressures
DorianG's strategies for fleet renewal and emissions reduction aim to boost efficiency and revenue, with a focus on future growth in LPG and ammonia transportation.Seeking Alpha • Sep 19
Dorian LPG: Market Headwinds And Share Dilution Always Matter; Rating Unchanged
Summary Dorian LPG has a high-spec fleet and strong financials but faces a challenging VLGC market with higher order book. The company offered 2 million new shares. The negative impact of share issuance is tangible: The buyback yield turned to (5.5)%. LPG has an excellent balance sheet, with 69.3% Total Debt/Equity and 41.4% Total Liabilities to Total Assets. LPG's market capitalization is $1,520 million, while its net asset value is $1,714 million, resulting in 89% PNAV and 38% gross LTV. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero DorianG. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 482 | 194 | 53 | 0 |
| 31 Dec 25 | 397 | 121 | 48 | 0 |
| 30 Sep 25 | 359 | 95 | 45 | 0 |
| 30 Jun 25 | 321 | 49 | 49 | 0 |
| 31 Mar 25 | 350 | 90 | 43 | 0 |
| 31 Dec 24 | 417 | 161 | 43 | 0 |
| 30 Sep 24 | 499 | 240 | 43 | 0 |
| 30 Jun 24 | 561 | 307 | 40 | 0 |
| 31 Mar 24 | 559 | 307 | 39 | 0 |
| 31 Dec 23 | 550 | 304 | 38 | 0 |
| 30 Sep 23 | 490 | 256 | 37 | 0 |
| 30 Jun 23 | 422 | 199 | 32 | 0 |
| 31 Mar 23 | 387 | 172 | 32 | 0 |
| 31 Dec 22 | 338 | 132 | 32 | 0 |
| 30 Sep 22 | 304 | 97 | 30 | 0 |
| 30 Jun 22 | 290 | 91 | 32 | 0 |
| 31 Mar 22 | 269 | 72 | 30 | 0 |
| 31 Dec 21 | 290 | 81 | 30 | 0 |
| 30 Sep 21 | 309 | 100 | 30 | 0 |
| 30 Jun 21 | 301 | 86 | 27 | 0 |
| 31 Mar 21 | 316 | 93 | 30 | 0 |
| 31 Dec 20 | 308 | 78 | 28 | 0 |
| 30 Sep 20 | 306 | 78 | 28 | 0 |
| 30 Jun 20 | 343 | 118 | 28 | 0 |
| 31 Mar 20 | 332 | 112 | 23 | 0 |
| 31 Dec 19 | 272 | 66 | 23 | 0 |
| 30 Sep 19 | 242 | 25 | 31 | 0 |
| 30 Jun 19 | 191 | -24 | 33 | 0 |
| 31 Mar 19 | 158 | -51 | 34 | 0 |
| 31 Dec 18 | 162 | -38 | 35 | 0 |
| 30 Sep 18 | 152 | -31 | 28 | 0 |
| 30 Jun 18 | 146 | -34 | 26 | 0 |
| 31 Mar 18 | 159 | -20 | 26 | 0 |
| 31 Dec 17 | 168 | -15 | 25 | 0 |
| 30 Sep 17 | 159 | -12 | 25 | 0 |
| 30 Jun 17 | 157 | -7 | 25 | 0 |
| 31 Mar 17 | 167 | -1 | 22 | 0 |
| 31 Dec 16 | 204 | 17 | 26 | 0 |
| 30 Sep 16 | 262 | 66 | 28 | 0 |
| 30 Jun 16 | 303 | 115 | 28 | 0 |
| 31 Mar 16 | 288 | 130 | 30 | 0 |
| 31 Dec 15 | 239 | 118 | 25 | 0 |
| 30 Sep 15 | 178 | 73 | 22 | 0 |
| 30 Jun 15 | 123 | 35 | 21 | 0 |
Ingresos de calidad: LPG tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (40.2%) de LPG son superiores a los del año pasado (25.8%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de LPG han crecido un 10.1% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de LPG en el último año (114.8%) supera su media de 5 años (10.1% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de LPG en el último año (114.8%) superó al de la industria Oil and Gas -1.7%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de LPG (17%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 06:44 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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
Dorian LPG Ltd. está cubierta por 10 analistas. 2 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.
| Analista | Institución |
|---|---|
| Noah Parquette | Canaccord Genuity |
| Jostein Aschjem | DNB Carnegie |
| Sean Morgan | Evercore ISI |