View ValuationDHT Holdings 将来の成長Future 基準チェック /16DHT Holdingsの収益と利益は、それぞれ年間13.9%と15.2%減少すると予測されています。EPS は年間14.5%で 減少すると予想されています。自己資本利益率は 3 年後に25.6%になると予測されています。主要情報-15.2%収益成長率-14.53%EPS成長率Oil and Gas 収益成長7.7%収益成長率-13.9%将来の株主資本利益率25.59%アナリストカバレッジGood最終更新日02 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesNew Risk • May 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 13% per year for the foreseeable future. High level of non-cash earnings (31% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$1.02 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$1.02 (up from US$0.28 in 1Q 2025). Revenue: US$246.5m (up 78% from 1Q 2025). Net income: US$164.5m (up 273% from 1Q 2025). Profit margin: 67% (up from 32% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to decline by 13% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.お知らせ • May 06DHT Holdings, Inc., Annual General Meeting, Jun 18, 2026DHT Holdings, Inc., Annual General Meeting, Jun 18, 2026. Location: rosewood bermuda, 60 tuckers point dr., hamilton parish, hs 028, BermudaNew Risk • May 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.007% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.007% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Apr 22DHT Holdings, Inc. to Report Q1, 2026 Results on May 05, 2026DHT Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026お知らせ • Feb 25DHT Holdings, Inc. Announces Appointment of Erik Bartnes to the Board of Directors, Effective March 1, 2026DHT Holdings, Inc. announced the appointment of Mr. Erik Bartnes to the Board of Directors, effective March 1, 2026. Mr. Bartnes was one of the co-founders of Hafnia Tankers in 2010, served as executive chair until the merger between Hafnia Tankers and BW Tankers in January 2019, and has since served as a director on Hafnia’s Board of Directors until 2025. Mr. Bartnes is currently chair of Castel AS and Trobo AS and a board member of Pareto Asset Management AS and Premium Maritime Fund AS, among others. Mr. Bartnes was co-founder of Pareto AS, senior partner from 1988, chair until April 2013; has served as chair of Christiania Shipping A/S, Pareto AS, Pareto Invest AS, Astrup Fearnley Holding AS, its group of companies, Eclipse Drilling AS, Revier Invest AS, and Svele AS, among others; and board member of Eitzen Chemical ASA, Viking Cruises Ltd., Viking Investments (Cayman) Ltd., Jupiter Properties (USA) Ltd., Nordic Tankers AS, Nordic Shipholding AS, Siva Shipping AS and Ugland Shipping AS, among others. Mr. Bartnes holds a LizRerPol degree from University of Fribourg, Switzerland.お知らせ • Jan 22DHT Holdings, Inc. to Report Q4, 2025 Results on Feb 04, 2026DHT Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 04, 2026Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to Mex$248, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 70% over the past three years.Declared Dividend • Nov 03Third quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 12th November 2025 Payment date: 19th November 2025 Dividend yield will be 4.4%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.28 (vs US$0.22 in 3Q 2024)Third quarter 2025 results: EPS: US$0.28 (up from US$0.22 in 3Q 2024). Revenue: US$124.0m (down 13% from 3Q 2024). Net income: US$44.8m (up 27% from 3Q 2024). Profit margin: 36% (up from 25% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 16DHT Holdings, Inc. to Report Q3, 2025 Results on Oct 29, 2025DHT Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025お知らせ • Oct 14DHT Holdings, Inc. Announces Appointment of Svein Moxnes Harfjeld to the Board of DirectorsDHT Holdings, Inc. announced the appointment of Svein Moxnes Harfjeld to the Board of Directors, effective immediately. Mr. Harfjeld currently serves as President and Chief Executive Officer of DHT Holdings, a position he has held since 2010 and will continue to hold.Declared Dividend • Aug 11Second quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 18th August 2025 Payment date: 25th August 2025 Dividend yield will be 5.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.35 (vs US$0.28 in 2Q 2024)Second quarter 2025 results: EPS: US$0.35 (up from US$0.28 in 2Q 2024). Revenue: US$145.8m (down 3.6% from 2Q 2024). Net income: US$56.1m (up 27% from 2Q 2024). Profit margin: 39% (up from 29% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31DHT Holdings, Inc. announced that it expects to receive $308.4 million in fundingDHT Holdings, Inc. announced that it will raise $308.4 million on July 30, 2025. The The company will issue senior secured credit facility as part of the transaction. The facility bears interest at a rate equal to SOFR plus a weighted average margin of 1.32%. The maturity date of the facility in relation to each vessel is 12 years from the delivery date with a 20-year repayment profile. Other terms and conditions are broadly in line with DHT’s current credit facilities.お知らせ • Jul 24DHT Holdings, Inc. to Report Q2, 2025 Results on Aug 06, 2025DHT Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jun 30DHT Holdings, Inc.(NYSE:DHT) dropped from Russell 2000 Dynamic IndexDHT Holdings, Inc.(NYSE:DHT) dropped from Russell 2000 Dynamic IndexNew Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 2.0% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (90% cash payout ratio).Declared Dividend • May 12First quarter dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 21st May 2025 Payment date: 28th May 2025 Dividend yield will be 5.9%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but not adequately covered by cash flows (90.3% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 08First quarter 2025 earnings released: EPS: US$0.28 (vs US$0.29 in 1Q 2024)First quarter 2025 results: EPS: US$0.28 (down from US$0.29 in 1Q 2024). Revenue: US$138.4m (down 5.9% from 1Q 2024). Net income: US$44.1m (down 5.9% from 1Q 2024). Profit margin: 32% (in line with 1Q 2024). Revenue is expected to decline by 8.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 3.6%.お知らせ • May 05DHT Holdings, Inc., Annual General Meeting, Jun 11, 2025DHT Holdings, Inc., Annual General Meeting, Jun 11, 2025. Location: rosewood bermuda, 60 tuckers point dr, hamilton parish, hs 02 bermuda, Bermudaお知らせ • Apr 25DHT Holdings, Inc. to Report Q1, 2025 Results on May 06, 2025DHT Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025Declared Dividend • Feb 10Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 18th February 2025 Payment date: 25th February 2025 Dividend yield will be 6.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 08Dht Holdings, Inc. Declares Cash Dividend for Fourth Quarter of 2024, Payable on February 25, 2025For the fourth quarter of 2024, DHT Holdings, Inc. declared a cash dividend of $0.17 per share of outstanding common stock, payable on February 25, 2025, to shareholders of record as of February 18, 2025. This marks the 60th consecutive quarterly cash dividend and is in line with the Company’s capital allocation policy to pay out 100% of ordinary net income. The shares will trade ex-dividend from February 18, 2025.お知らせ • Jan 23DHT Holdings, Inc. to Report Q4, 2024 Results on Feb 05, 2025DHT Holdings, Inc. announced that they will report Q4, 2024 results After-Market on Feb 05, 2025Declared Dividend • Nov 18Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 22nd November 2024 Payment date: 29th November 2024 Dividend yield will be 6.4%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (100% earnings payout ratio). However, it is covered by cash flows (85% cash payout ratio). The dividend has increased by an average of 29% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 63% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: US$0.22 (vs US$0.19 in 3Q 2023)Third quarter 2024 results: EPS: US$0.22 (up from US$0.19 in 3Q 2023). Revenue: US$142.1m (up 8.0% from 3Q 2023). Net income: US$35.2m (up 14% from 3Q 2023). Profit margin: 25% (up from 23% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Oil and Gas industry in South America.お知らせ • Oct 29DHT Holdings, Inc. to Report Q3, 2024 Results on Nov 12, 2024DHT Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Nov 12, 2024お知らせ • Jul 31DHT Holdings, Inc. to Report Q2, 2024 Results on Aug 12, 2024DHT Holdings, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 12, 2024お知らせ • May 16DHT Holdings, Inc. Declares Cash Dividend for the First Quarter of 2024, Payable on May 31, 2024For the first quarter of 2024, DHT Holdings, Inc. declared a cash dividend of $0.29 per share of outstanding common stock, payable on May 31, 2024, to shareholders of record as of May 24, 2024. This marks the 57th consecutive quarterly cash dividend and is in line with the Company’s capital allocation policy to pay out 100% of net income. The shares will trade ex-dividend from May 23, 2024.お知らせ • May 05DHT Holdings, Inc., Annual General Meeting, Jun 12, 2024DHT Holdings, Inc., Annual General Meeting, Jun 12, 2024, at 11:00 Atlantic Daylight. Location: Rosewood Bermuda, 60 Tucker’s Point Dr., Hamilton Parish, HS 02 Bermuda Hamilton Parish Bermuda Agenda: To discuss elect Erik Andreas Lind and Sophie Rossini to DHT’s Board of Directors, as Class III directors, for a term of three years; to ratify the selection of Ernst & Young AS as DHT’s independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly.お知らせ • Feb 08DHT Holdings, Inc. Declares Cash Dividend for the Fourth Quarter of 2024, Payable on February 28, 2024For the fourth quarter of 2023, DHT Holdings, Inc. declared a cash dividend of $0.22 per share of outstanding common stock, payable on February 28, 2024, to shareholders of record as of February 21, 2024. This marks the 56th consecutive quarterly cash dividend and is in line with the Company’s capital allocation policy to pay out 100% of net income. The shares will trade ex-dividend from February 20, 2024.お知らせ • Feb 01DHT Holdings, Inc. Announces Appointment of Ana Zambelli to the Board of DirectorsDHT Holdings, Inc. announced the appointment of Ms. Ana Zambelli to the Board of Directors, effective February 1, 2024. Ms. Ana Zambelli brings significant experience with more than 20 years in the energy sector in operational, commercial and finance roles. Ms. Zambelli served as a Managing Director in Brookfield's Private Equity Group, responsible for business operations in Brazil, as Chief Commercial Officer at Maersk Drilling, Managing Director at Transocean, and President of the Brazilian division of Schlumberger. Ms. Zambelli is an experienced board member and previously served at Board of Directors of BRK Ambiental, Unidas, Aldo Solar, Petrobras, Braskem, and was the founder and leader of the Diversity Committee at the Brazilian Petroleum Institute (IBP) from 2018 to present. Currently Ms. Zambelli serves as an independent board member for Seadrill, Galp and BW Energy. Ms. Ana Zambelli graduated in mechanical engineering from the Federal University of Rio de Janeiro, and she holds a master’s degree in petroleum engineering from Heriot Watt University in the UK. More recently, she did a post-graduation in Digital Business at the Columbia University, USA. Ms. Zambelli is a citizen and resident of Brazil.お知らせ • Jan 30DHT Holdings, Inc. to Report Q4, 2023 Results on Feb 06, 2024DHT Holdings, Inc. announced that they will report Q4, 2023 results After-Market on Feb 06, 2024Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$164, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Oil and Gas industry in South America. Total returns to shareholders of 74% over the past three years.Board Change • Dec 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Sophie Rossini was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 30DHT Holdings, Inc. to Report Q3, 2023 Results on Nov 06, 2023DHT Holdings, Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improves as stock rises 38%After last week's 38% share price gain to Mex$199, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 112% over the past three years.お知らせ • Aug 10DHT Holdings, Inc. Declares Dividend for the Second Quarter of 2023, Payable on August 30, 2023DHT Holdings, Inc. announced that for the second quarter of 2023, the company declared a cash dividend of $0.35 per share of outstanding common stock, payable on August 30, 2023, to shareholders of record as of August 23, 2023.お知らせ • Aug 03DHT Holdings, Inc. to Report Q2, 2023 Results on Aug 08, 2023DHT Holdings, Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023お知らせ • May 07DHT Holdings, Inc., Annual General Meeting, Jun 15, 2023DHT Holdings, Inc., Annual General Meeting, Jun 15, 2023, at 14:00 Coordinated Universal Time. Location: Rosewood Bermuda, 60 Tucker’s Point Dr Hamilton Parish, HS 02 Bermuda Hamilton Bermuda Agenda: To consider and approve the election of Jeremy Kramer to DHT’s Board of Directors, as a Class one director, for a term of three years; to consider and to ratify the selection of Ernst & Young AS as DHT’s independent registered public accounting firm for the fiscal year ending December 31, 2023; and to consider other matters.お知らせ • May 06+ 1 more updateIman Hill Not to Stand for Re-Election as Class I Director of DHT Holdings, IncDHT Holdings, Inc. announced that Iman Hill, a Class I director, has informed the Board that she will not stand for reelection at the 2023 annual meeting to be held on June 15, 2023.Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.23 (vs US$0.10 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.23 (up from US$0.10 loss in 1Q 2022). Revenue: US$132.6m (up 74% from 1Q 2022). Net income: US$38.2m (up US$55.4m from 1Q 2022). Profit margin: 29% (up from net loss in 1Q 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$174, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 35%After last week's 35% share price gain to Mex$207, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 105% over the past three years.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$0.37 (vs US$0.068 loss in FY 2021)Full year 2022 results: EPS: US$0.37 (up from US$0.068 loss in FY 2021). Revenue: US$454.1m (up 54% from FY 2021). Net income: US$61.5m (up US$73.0m from FY 2021). Profit margin: 14% (up from net loss in FY 2021). Revenue is expected to fall by 1.7% p.a. on average during the next 3 years compared to a 2.8% decline forecast for the Oil and Gas industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Feb 01DHT Holdings, Inc. to Report Q4, 2022 Results on Feb 08, 2023DHT Holdings, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2023Reported Earnings • Nov 08Third quarter 2022 earnings released: EPS: US$0.043 (vs US$0.13 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.043 (up from US$0.13 loss in 3Q 2021). Revenue: US$109.9m (up 86% from 3Q 2021). Net income: US$7.03m (up US$28.1m from 3Q 2021). Profit margin: 6.4% (up from net loss in 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.2% decline forecast for the Oil and Gas industry in South America.Upcoming Dividend • Aug 15Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 30 August 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (20%).Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$0.068 loss per share (down from US$1.71 profit in FY 2020). Revenue: US$295.9m (down 57% from FY 2020). Net loss: US$11.5m (down 104% from profit in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 21% compared to a 58% growth forecast for the oil industry in Mexico.Upcoming Dividend • May 11Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 18 May 2021. Payment date: 26 May 2021. Trailing yield: 19%. Within top quartile of Mexican dividend payers (4.8%). Higher than average of industry peers (2.1%).Reported Earnings • May 05First quarter 2021 earnings released: EPS US$0.068 (vs US$0.49 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$87.0m (down 59% from 1Q 2020). Net income: US$11.6m (down 84% from 1Q 2020). Profit margin: 13% (down from 34% in 1Q 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Mar 27Full year 2020 earnings released: EPS US$1.71 (vs US$0.51 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$691.0m (up 29% from FY 2019). Net income: US$266.3m (up 261% from FY 2019). Profit margin: 39% (up from 14% in FY 2019). The increase in margin was primarily driven by higher revenue.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.32The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$142.2m (up 36% from 3Q 2019). Net income: US$50.7m (up US$60.1m from 3Q 2019). Profit margin: 36% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue.業績と収益の成長予測BMV:DHT N - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028488264390390312/31/2027503280409397612/31/202669956047857063/31/2026659331-131316N/A12/31/2025551211-33277N/A9/30/2025539200152269N/A6/30/2025558190182289N/A3/31/2025563179169288N/A12/31/2024572181202299N/A9/30/2024584162189275N/A6/30/202457315799251N/A3/31/2024575170138255N/A12/31/2023561161123251N/A9/30/2023585188173299N/A6/30/2023570164213249N/A3/31/2023530117166189N/A12/31/202247462118128N/A9/30/2022405-33357N/A6/30/2022347-312548N/A3/31/2022300-402055N/A12/31/2021311-12-11461N/A9/30/2021303-1-49123N/A6/30/20213867184257N/A3/31/2021566206244410N/A12/31/2020691266502530N/A9/30/2020792335462498N/A6/30/2020754274342389N/A3/31/2020615128194250N/A12/31/201953574N/A156N/A9/30/201948210N/A134N/A6/30/2019467-2N/A108N/A3/31/2019428-20N/A73N/A12/31/2018376-47N/A54N/A9/30/2018330-66N/A33N/A6/30/2018324-50N/A55N/A3/31/2018343-17N/A78N/A12/31/20173557N/A102N/A9/30/201734832N/A123N/A6/30/2017328-39N/A166N/A3/31/2017341-8N/A176N/A12/31/20163569N/A194N/A9/30/201636624N/A218N/A6/30/2016393127N/A203N/A3/31/2016377114N/A198N/A12/31/2015365105N/A182N/A9/30/2015343101N/A146N/A6/30/201528567N/A105N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: DHT Nの収益は今後 3 年間で減少すると予測されています (年間-15.2% )。収益対市場: DHT Nの収益は今後 3 年間で減少すると予測されています (年間-15.2% )。高成長収益: DHT Nの収益は今後 3 年間で減少すると予測されています。収益対市場: DHT Nの収益は今後 3 年間で減少すると予想されています (年間-13.9% )。高い収益成長: DHT Nの収益は今後 3 年間で減少すると予測されています (年間-13.9% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: DHT Nの 自己資本利益率 は、3年後には高くなると予測されています ( 25.6 %)成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/08 14:35終値2026/04/27 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋DHT Holdings, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関null nullABG Sundal CollierKenneth HoexterBofA Global ResearchGregory LewisBTIG18 その他のアナリストを表示
New Risk • May 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 13% per year for the foreseeable future. High level of non-cash earnings (31% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$1.02 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$1.02 (up from US$0.28 in 1Q 2025). Revenue: US$246.5m (up 78% from 1Q 2025). Net income: US$164.5m (up 273% from 1Q 2025). Profit margin: 67% (up from 32% in 1Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to decline by 13% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
お知らせ • May 06DHT Holdings, Inc., Annual General Meeting, Jun 18, 2026DHT Holdings, Inc., Annual General Meeting, Jun 18, 2026. Location: rosewood bermuda, 60 tuckers point dr., hamilton parish, hs 028, Bermuda
New Risk • May 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.007% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.007% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Apr 22DHT Holdings, Inc. to Report Q1, 2026 Results on May 05, 2026DHT Holdings, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • Feb 25DHT Holdings, Inc. Announces Appointment of Erik Bartnes to the Board of Directors, Effective March 1, 2026DHT Holdings, Inc. announced the appointment of Mr. Erik Bartnes to the Board of Directors, effective March 1, 2026. Mr. Bartnes was one of the co-founders of Hafnia Tankers in 2010, served as executive chair until the merger between Hafnia Tankers and BW Tankers in January 2019, and has since served as a director on Hafnia’s Board of Directors until 2025. Mr. Bartnes is currently chair of Castel AS and Trobo AS and a board member of Pareto Asset Management AS and Premium Maritime Fund AS, among others. Mr. Bartnes was co-founder of Pareto AS, senior partner from 1988, chair until April 2013; has served as chair of Christiania Shipping A/S, Pareto AS, Pareto Invest AS, Astrup Fearnley Holding AS, its group of companies, Eclipse Drilling AS, Revier Invest AS, and Svele AS, among others; and board member of Eitzen Chemical ASA, Viking Cruises Ltd., Viking Investments (Cayman) Ltd., Jupiter Properties (USA) Ltd., Nordic Tankers AS, Nordic Shipholding AS, Siva Shipping AS and Ugland Shipping AS, among others. Mr. Bartnes holds a LizRerPol degree from University of Fribourg, Switzerland.
お知らせ • Jan 22DHT Holdings, Inc. to Report Q4, 2025 Results on Feb 04, 2026DHT Holdings, Inc. announced that they will report Q4, 2025 results After-Market on Feb 04, 2026
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to Mex$248, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 70% over the past three years.
Declared Dividend • Nov 03Third quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 12th November 2025 Payment date: 19th November 2025 Dividend yield will be 4.4%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.28 (vs US$0.22 in 3Q 2024)Third quarter 2025 results: EPS: US$0.28 (up from US$0.22 in 3Q 2024). Revenue: US$124.0m (down 13% from 3Q 2024). Net income: US$44.8m (up 27% from 3Q 2024). Profit margin: 36% (up from 25% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Oil and Gas industry in South America. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 16DHT Holdings, Inc. to Report Q3, 2025 Results on Oct 29, 2025DHT Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
お知らせ • Oct 14DHT Holdings, Inc. Announces Appointment of Svein Moxnes Harfjeld to the Board of DirectorsDHT Holdings, Inc. announced the appointment of Svein Moxnes Harfjeld to the Board of Directors, effective immediately. Mr. Harfjeld currently serves as President and Chief Executive Officer of DHT Holdings, a position he has held since 2010 and will continue to hold.
Declared Dividend • Aug 11Second quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 18th August 2025 Payment date: 25th August 2025 Dividend yield will be 5.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.35 (vs US$0.28 in 2Q 2024)Second quarter 2025 results: EPS: US$0.35 (up from US$0.28 in 2Q 2024). Revenue: US$145.8m (down 3.6% from 2Q 2024). Net income: US$56.1m (up 27% from 2Q 2024). Profit margin: 39% (up from 29% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31DHT Holdings, Inc. announced that it expects to receive $308.4 million in fundingDHT Holdings, Inc. announced that it will raise $308.4 million on July 30, 2025. The The company will issue senior secured credit facility as part of the transaction. The facility bears interest at a rate equal to SOFR plus a weighted average margin of 1.32%. The maturity date of the facility in relation to each vessel is 12 years from the delivery date with a 20-year repayment profile. Other terms and conditions are broadly in line with DHT’s current credit facilities.
お知らせ • Jul 24DHT Holdings, Inc. to Report Q2, 2025 Results on Aug 06, 2025DHT Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jun 30DHT Holdings, Inc.(NYSE:DHT) dropped from Russell 2000 Dynamic IndexDHT Holdings, Inc.(NYSE:DHT) dropped from Russell 2000 Dynamic Index
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings have declined by 2.0% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (90% cash payout ratio).
Declared Dividend • May 12First quarter dividend of US$0.15 announcedShareholders will receive a dividend of US$0.15. Ex-date: 21st May 2025 Payment date: 28th May 2025 Dividend yield will be 5.9%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is covered by earnings (73% earnings payout ratio) but not adequately covered by cash flows (90.3% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 08First quarter 2025 earnings released: EPS: US$0.28 (vs US$0.29 in 1Q 2024)First quarter 2025 results: EPS: US$0.28 (down from US$0.29 in 1Q 2024). Revenue: US$138.4m (down 5.9% from 1Q 2024). Net income: US$44.1m (down 5.9% from 1Q 2024). Profit margin: 32% (in line with 1Q 2024). Revenue is expected to decline by 8.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to grow by 3.6%.
お知らせ • May 05DHT Holdings, Inc., Annual General Meeting, Jun 11, 2025DHT Holdings, Inc., Annual General Meeting, Jun 11, 2025. Location: rosewood bermuda, 60 tuckers point dr, hamilton parish, hs 02 bermuda, Bermuda
お知らせ • Apr 25DHT Holdings, Inc. to Report Q1, 2025 Results on May 06, 2025DHT Holdings, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025
Declared Dividend • Feb 10Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 18th February 2025 Payment date: 25th February 2025 Dividend yield will be 6.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 08Dht Holdings, Inc. Declares Cash Dividend for Fourth Quarter of 2024, Payable on February 25, 2025For the fourth quarter of 2024, DHT Holdings, Inc. declared a cash dividend of $0.17 per share of outstanding common stock, payable on February 25, 2025, to shareholders of record as of February 18, 2025. This marks the 60th consecutive quarterly cash dividend and is in line with the Company’s capital allocation policy to pay out 100% of ordinary net income. The shares will trade ex-dividend from February 18, 2025.
お知らせ • Jan 23DHT Holdings, Inc. to Report Q4, 2024 Results on Feb 05, 2025DHT Holdings, Inc. announced that they will report Q4, 2024 results After-Market on Feb 05, 2025
Declared Dividend • Nov 18Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 22nd November 2024 Payment date: 29th November 2024 Dividend yield will be 6.4%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (100% earnings payout ratio). However, it is covered by cash flows (85% cash payout ratio). The dividend has increased by an average of 29% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 63% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: US$0.22 (vs US$0.19 in 3Q 2023)Third quarter 2024 results: EPS: US$0.22 (up from US$0.19 in 3Q 2023). Revenue: US$142.1m (up 8.0% from 3Q 2023). Net income: US$35.2m (up 14% from 3Q 2023). Profit margin: 25% (up from 23% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Oil and Gas industry in South America.
お知らせ • Oct 29DHT Holdings, Inc. to Report Q3, 2024 Results on Nov 12, 2024DHT Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Nov 12, 2024
お知らせ • Jul 31DHT Holdings, Inc. to Report Q2, 2024 Results on Aug 12, 2024DHT Holdings, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 12, 2024
お知らせ • May 16DHT Holdings, Inc. Declares Cash Dividend for the First Quarter of 2024, Payable on May 31, 2024For the first quarter of 2024, DHT Holdings, Inc. declared a cash dividend of $0.29 per share of outstanding common stock, payable on May 31, 2024, to shareholders of record as of May 24, 2024. This marks the 57th consecutive quarterly cash dividend and is in line with the Company’s capital allocation policy to pay out 100% of net income. The shares will trade ex-dividend from May 23, 2024.
お知らせ • May 05DHT Holdings, Inc., Annual General Meeting, Jun 12, 2024DHT Holdings, Inc., Annual General Meeting, Jun 12, 2024, at 11:00 Atlantic Daylight. Location: Rosewood Bermuda, 60 Tucker’s Point Dr., Hamilton Parish, HS 02 Bermuda Hamilton Parish Bermuda Agenda: To discuss elect Erik Andreas Lind and Sophie Rossini to DHT’s Board of Directors, as Class III directors, for a term of three years; to ratify the selection of Ernst & Young AS as DHT’s independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly.
お知らせ • Feb 08DHT Holdings, Inc. Declares Cash Dividend for the Fourth Quarter of 2024, Payable on February 28, 2024For the fourth quarter of 2023, DHT Holdings, Inc. declared a cash dividend of $0.22 per share of outstanding common stock, payable on February 28, 2024, to shareholders of record as of February 21, 2024. This marks the 56th consecutive quarterly cash dividend and is in line with the Company’s capital allocation policy to pay out 100% of net income. The shares will trade ex-dividend from February 20, 2024.
お知らせ • Feb 01DHT Holdings, Inc. Announces Appointment of Ana Zambelli to the Board of DirectorsDHT Holdings, Inc. announced the appointment of Ms. Ana Zambelli to the Board of Directors, effective February 1, 2024. Ms. Ana Zambelli brings significant experience with more than 20 years in the energy sector in operational, commercial and finance roles. Ms. Zambelli served as a Managing Director in Brookfield's Private Equity Group, responsible for business operations in Brazil, as Chief Commercial Officer at Maersk Drilling, Managing Director at Transocean, and President of the Brazilian division of Schlumberger. Ms. Zambelli is an experienced board member and previously served at Board of Directors of BRK Ambiental, Unidas, Aldo Solar, Petrobras, Braskem, and was the founder and leader of the Diversity Committee at the Brazilian Petroleum Institute (IBP) from 2018 to present. Currently Ms. Zambelli serves as an independent board member for Seadrill, Galp and BW Energy. Ms. Ana Zambelli graduated in mechanical engineering from the Federal University of Rio de Janeiro, and she holds a master’s degree in petroleum engineering from Heriot Watt University in the UK. More recently, she did a post-graduation in Digital Business at the Columbia University, USA. Ms. Zambelli is a citizen and resident of Brazil.
お知らせ • Jan 30DHT Holdings, Inc. to Report Q4, 2023 Results on Feb 06, 2024DHT Holdings, Inc. announced that they will report Q4, 2023 results After-Market on Feb 06, 2024
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$164, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 8x in the Oil and Gas industry in South America. Total returns to shareholders of 74% over the past three years.
Board Change • Dec 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Sophie Rossini was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 30DHT Holdings, Inc. to Report Q3, 2023 Results on Nov 06, 2023DHT Holdings, Inc. announced that they will report Q3, 2023 results After-Market on Nov 06, 2023
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improves as stock rises 38%After last week's 38% share price gain to Mex$199, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 112% over the past three years.
お知らせ • Aug 10DHT Holdings, Inc. Declares Dividend for the Second Quarter of 2023, Payable on August 30, 2023DHT Holdings, Inc. announced that for the second quarter of 2023, the company declared a cash dividend of $0.35 per share of outstanding common stock, payable on August 30, 2023, to shareholders of record as of August 23, 2023.
お知らせ • Aug 03DHT Holdings, Inc. to Report Q2, 2023 Results on Aug 08, 2023DHT Holdings, Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023
お知らせ • May 07DHT Holdings, Inc., Annual General Meeting, Jun 15, 2023DHT Holdings, Inc., Annual General Meeting, Jun 15, 2023, at 14:00 Coordinated Universal Time. Location: Rosewood Bermuda, 60 Tucker’s Point Dr Hamilton Parish, HS 02 Bermuda Hamilton Bermuda Agenda: To consider and approve the election of Jeremy Kramer to DHT’s Board of Directors, as a Class one director, for a term of three years; to consider and to ratify the selection of Ernst & Young AS as DHT’s independent registered public accounting firm for the fiscal year ending December 31, 2023; and to consider other matters.
お知らせ • May 06+ 1 more updateIman Hill Not to Stand for Re-Election as Class I Director of DHT Holdings, IncDHT Holdings, Inc. announced that Iman Hill, a Class I director, has informed the Board that she will not stand for reelection at the 2023 annual meeting to be held on June 15, 2023.
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.23 (vs US$0.10 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.23 (up from US$0.10 loss in 1Q 2022). Revenue: US$132.6m (up 74% from 1Q 2022). Net income: US$38.2m (up US$55.4m from 1Q 2022). Profit margin: 29% (up from net loss in 1Q 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in South America are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$174, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 35%After last week's 35% share price gain to Mex$207, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 6x in the Oil and Gas industry in South America. Total returns to shareholders of 105% over the past three years.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$0.37 (vs US$0.068 loss in FY 2021)Full year 2022 results: EPS: US$0.37 (up from US$0.068 loss in FY 2021). Revenue: US$454.1m (up 54% from FY 2021). Net income: US$61.5m (up US$73.0m from FY 2021). Profit margin: 14% (up from net loss in FY 2021). Revenue is expected to fall by 1.7% p.a. on average during the next 3 years compared to a 2.8% decline forecast for the Oil and Gas industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 01DHT Holdings, Inc. to Report Q4, 2022 Results on Feb 08, 2023DHT Holdings, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2023
Reported Earnings • Nov 08Third quarter 2022 earnings released: EPS: US$0.043 (vs US$0.13 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.043 (up from US$0.13 loss in 3Q 2021). Revenue: US$109.9m (up 86% from 3Q 2021). Net income: US$7.03m (up US$28.1m from 3Q 2021). Profit margin: 6.4% (up from net loss in 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.2% decline forecast for the Oil and Gas industry in South America.
Upcoming Dividend • Aug 15Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 30 August 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (20%).
Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$0.068 loss per share (down from US$1.71 profit in FY 2020). Revenue: US$295.9m (down 57% from FY 2020). Net loss: US$11.5m (down 104% from profit in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 21% compared to a 58% growth forecast for the oil industry in Mexico.
Upcoming Dividend • May 11Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 18 May 2021. Payment date: 26 May 2021. Trailing yield: 19%. Within top quartile of Mexican dividend payers (4.8%). Higher than average of industry peers (2.1%).
Reported Earnings • May 05First quarter 2021 earnings released: EPS US$0.068 (vs US$0.49 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$87.0m (down 59% from 1Q 2020). Net income: US$11.6m (down 84% from 1Q 2020). Profit margin: 13% (down from 34% in 1Q 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS US$1.71 (vs US$0.51 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$691.0m (up 29% from FY 2019). Net income: US$266.3m (up 261% from FY 2019). Profit margin: 39% (up from 14% in FY 2019). The increase in margin was primarily driven by higher revenue.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.32The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$142.2m (up 36% from 3Q 2019). Net income: US$50.7m (up US$60.1m from 3Q 2019). Profit margin: 36% (up from net loss in 3Q 2019). The move to profitability was primarily driven by higher revenue.