Teekay Tankers 향후 성장
Future 기준 점검 0/6
Teekay Tankers 의 수익과 수익은 각각 연간 20.3% 및 18.5% 감소할 것으로 예상됩니다. EPS는 연간 19.8% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.6% 로 예상됩니다.
핵심 정보
-18.5%
이익 성장률
-19.76%
EPS 성장률
| Oil and Gas 이익 성장 | 10.9% |
| 매출 성장률 | -20.3% |
| 향후 자기자본이익률 | 10.65% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 24 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 29
TNK: Fair Value View Will Test Record Tanker Rates And Sanctions Durability
Analysts have nudged their price targets on Teekay Tankers higher, with one moving from $69 to $75, citing record tanker rates linked to the Iran war, higher forward EPS estimates, and a mix of views on how long current conditions and sanctions-related effects may last. Analyst Commentary Recent research on Teekay Tankers highlights a split view, with some analysts revising forecasts higher on the back of record tanker rates tied to the Iran war, while others stay cautious on what current earnings power and valuation might look like once conditions normalize.
내러티브 업데이트 • Jun 15
TNK: Record Tanker Rates Will Support Cash Generation Despite Cycle Risks
Analysts have made only a slight adjustment to the valuation framework for Teekay Tankers, with the updated fair value estimate moving from about $86.60 to roughly $87.20 as they balance higher earnings assumptions tied to recent tanker rate strength against concerns about potentially peaking rates, an elevated orderbook, and possible sanctions changes. Analyst Commentary Recent Street research on Teekay Tankers shows a split view, with some analysts focusing on earnings power tied to record tanker rates and others stressing the risk that current conditions may not persist.Seeking Alpha • Jun 10
Teekay Tankers Delivers Record Earnings, But Shareholder Returns Disappoint (Rating Downgrade)
Summary Teekay Tankers is downgraded to Hold as shares reach my $70 fair value target. Despite record Q1 results and a strong Q2 outlook, TNK's shareholder returns remain limited with only a $1 special dividend. Management prioritizes fleet renewal over higher payouts, despite nearly $1 billion in net cash and robust free cash flow. Current valuation at 0.9x NAV and lower FCF yield make risk/reward less compelling; fair value estimated at $65–$75 per share. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 01
TNK: Future Earnings Power Will Depend On Sustained Tanker Rate Strength
Analysts have adjusted Teekay Tankers' targets in a tight range, with one firm lifting its price target to $75 and another trimming to $86, reflecting higher earnings estimates tied to strong tanker rates while also flagging risks such as peak conditions, a larger orderbook, and possible sanction unwinds. Analyst Commentary Recent research shows a split view on Teekay Tankers, with some firms leaning cautious on cycle risk while others highlight upside potential and supportive earnings revisions.내러티브 업데이트 • May 13
TNK: Sustained Winter Margins Will Balance Cycle Risks And Governance Concerns
Teekay Tankers' updated analyst price target has shifted from $67.80 to $86.60, reflecting changes in fair value assumptions and a mix of Street views that highlight both improved margin expectations and ongoing concerns about tanker rates, parent company influence, orderbook growth, and sanction risks. Analyst Commentary Recent Street research on Teekay Tankers highlights a split view on how much upside remains at current levels, with some focusing on earnings execution and others focused on risks tied to the tanker cycle and corporate structure.분석 기사 • Apr 29
Analyst Forecasts For Teekay Tankers Ltd. (NYSE:TNK) Are Surging Higher
Celebrations may be in order for Teekay Tankers Ltd. ( NYSE:TNK ) shareholders, with the analysts delivering a...내러티브 업데이트 • Apr 28
TNK: Future Earnings Power Will Rely On Resilient Profit Margins
Teekay Tankers' analyst fair value estimate has increased from $84.00 to $96.00. This reflects updated views from analysts who have raised price targets while considering higher assumed future P/E multiples, slightly softer revenue expectations, firmer profit margins, and mixed ratings commentary.내러티브 업데이트 • Apr 14
TNK: Future Earnings Power Will Outweigh Tanker Rate And Sanction Risks
Teekay Tankers' updated analyst price target now sits at $84, reflecting research in which some analysts lifted targets into a range of $69 to $84, while balancing views on earnings power with concerns about tanker rates, parent influence, new vessel orders, and possible changes to sanctions. Analyst Commentary Recent research around Teekay Tankers highlights a split view, but the price target changes show that some bullish analysts see room for the shares to justify higher valuations as the company executes on its earnings potential.내러티브 업데이트 • Mar 30
TNK: Fair Value View Balances Peak Rate Risks And Governance Concerns
Analyst price targets for Teekay Tankers have recently shifted higher into a $69 to $84 range, as analysts factor in updated views on tanker rates, parent company risks, orderbook trends, and the potential impact of any sanctions unwind. Analyst Commentary Recent Street research on Teekay Tankers has moved price targets into a $69 to $84 band, but the tone is not uniformly positive.내러티브 업데이트 • Mar 16
TNK: Winter Rate Sustainability And Governance Risks Will Shape Earnings Multiple
Teekay Tankers' fair value estimate is updated from $60 to $69, reflecting analysts' higher price targets alongside mixed views that balance stronger margins and a lower forward P/E with concerns about peak tanker rates, parent company influence, a growing orderbook, and possible sanctions unwinds. Analyst Commentary Recent Street research on Teekay Tankers shows a split view, with some firms lifting price targets while others turn more cautious on the stock and its risk profile.내러티브 업데이트 • Mar 02
TNK: Future Earnings Power And Rate Risks Will Support Fair Pricing
The analyst fair value estimate for Teekay Tankers has been raised from $76 to $84. This change reflects updated Street price targets, mixed rating moves, and refreshed assumptions on revenue trends, margins, and future P/E expectations that analysts describe in recent research.내러티브 업데이트 • Feb 16
TNK: Winter Rate Strength Will Support Steady Earnings Power And Fair Pricing
Analysts have lifted their fair value estimate for Teekay Tankers from $69.00 to $76.00 as they update their models for revised revenue contraction, slightly higher discount assumptions, and a lower future P/E multiple. Valuation Changes Fair Value: raised from $69.00 to $76.00, representing a moderate uplift in the updated model output.내러티브 업데이트 • Feb 02
TNK: Winter Rate Strength Will Support Balanced Outlook For Revenue And Margins
Analysts have lifted their price target on Teekay Tankers to US$67.80 from US$64.33, reflecting updated assumptions around revenue contraction, profit margins and a modestly higher future P/E multiple. Valuation Changes Fair Value Estimate: revised up from US$64.33 to US$67.80, representing a modest uplift in the assessed share value.내러티브 업데이트 • Jan 19
TNK: Winter Rate Strength Will Support Higher Earnings Power
Narrative Update on Teekay Tankers Analysts have raised their blended price target for Teekay Tankers by about $7 to reflect updated winter tanker market expectations and firm rate conditions, while still flagging risks from potential capacity returning if sanctions ease and Red Sea routes reopen. Analyst Commentary Recent Street research on Teekay Tankers points to a more constructive tone ahead of the winter season, with bullish analysts adjusting their price targets higher as they factor in firm rate conditions and a tanker market setup they view as promising.내러티브 업데이트 • Jan 05
TNK: Winter Tanker Market Setup Will Shape Earnings Multiple Outlook
Narrative Update Analysts have lifted their fair value estimate for Teekay Tankers from $41.00 to $60.00, pointing to a higher assumed future P/E multiple and a tanker market setup that they view as promising heading into the winter season, even as some remain cautious about risks from potential new capacity if sanctions are lifted and the Red Sea fully reopens. Analyst Commentary Recent Street research on Teekay Tankers points to a split view.내러티브 업데이트 • Dec 16
TNK Winter Tanker Market Strength Will Drive Higher Earnings Power
Narrative Update on Teekay Tankers The analyst price target for Teekay Tankers has been increased by about $6 to approximately $69, as analysts point to a promising winter rate setup and still elevated tanker markets, despite lingering concerns over future capacity and trade route normalization. Analyst Commentary Bullish analysts have been revising their models higher for Teekay Tankers, citing a constructive backdrop for crude and product tanker rates into the winter season.내러티브 업데이트 • Dec 02
TNK: Elevated Winter Rates Will Drive Optimistic Market Conditions Ahead
Analysts recently increased their price targets for Teekay Tankers, with notable adjustments including a $7 rise at Evercore ISI and a $14 increase at BofA. They cited promising market conditions ahead of the winter season and robust tanker rates as key drivers for their more optimistic outlooks.내러티브 업데이트 • Nov 18
TNK: Winter Market Strength and Capacity Risks Will Shape Performance Outlook
Analysts have increased their price target for Teekay Tankers from approximately $63.50 to $64.33. They cite a favorable tanker market outlook for winter and improved profit margins as key factors behind this upward revision.분석 기사 • Nov 13
Teekay Tankers Ltd. (NYSE:TNK) Shares Fly 25% But Investors Aren't Buying For Growth
Despite an already strong run, Teekay Tankers Ltd. ( NYSE:TNK ) shares have been powering on, with a gain of 25% in the...내러티브 업데이트 • Nov 04
TNK: Winter Tanker Rates Will Sustain Returns Amid Fleet Expansion Risks
Analysts have raised their price target for Teekay Tankers from approximately $55.83 to $63.50. They cite a promising tanker market setup heading into winter and expectations of continued elevated rates, despite some longer-term concerns.내러티브 업데이트 • Oct 20
Global Oil Trade Will Drive Fleet Renewal Amid Market Risks
Analysts have raised their price target for Teekay Tankers from $53.33 to $55.83, citing improved profit margin outlook and moderating declines in revenue growth as key drivers for the increase. Valuation Changes Fair Value has increased from $53.33 to $55.83, reflecting a modest upward adjustment.분석 기사 • Sep 16
Teekay Tankers Ltd. (NYSE:TNK) Held Back By Insufficient Growth Even After Shares Climb 26%
Teekay Tankers Ltd. ( NYSE:TNK ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Aug 26
Some Investors May Be Worried About Teekay Tankers' (NYSE:TNK) Returns On Capital
What financial metrics can indicate to us that a company is maturing or even in decline? Typically, we'll see the trend...분석 기사 • May 09
Teekay Tankers Ltd.'s (NYSE:TNK) Share Price Boosted 27% But Its Business Prospects Need A Lift Too
Teekay Tankers Ltd. ( NYSE:TNK ) shares have had a really impressive month, gaining 27% after a shaky period...분석 기사 • May 03
Returns Are Gaining Momentum At Teekay Tankers (NYSE:TNK)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Apr 22
Teekay Tankers Is Cheap With Cash Equivalent To 39% Of Its Capitalization
Summary Teekay Tankers presents a compelling buy opportunity due to a ~30% drawdown, strong net cash position, and favorable valuation metrics. TNK's valuation is attractive with a Price to Book ratio of ~0.78x, indicating potential undervaluation despite market concerns over asset writedowns. The company boasts a robust balance sheet with ~$530 million in cash and minimal debt, enabling potential share repurchases and dividend boosts. Tariffs could benefit TNK due to the rerouting of tankers to more inefficient routes, increasing demand for tankers. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Teekay Is Not A 'Dhando' Bet At Current Prices
Summary Teekay Tankers' strong balance sheet and net cash position provides investors comfort for potential turbulent headwinds to come. Some might take further comfort in the current scrap value of the fleet; however, I would urge against this. The long-term cash-flow and profitability capacity for the company going forward is likely not anything like what has been witnessed over the past couple of years. I generally require an "obvious" thesis for a company like Teekay, and I just don't see a credible one in the current environment. Read the full article on Seeking Alpha분석 기사 • Feb 26
There Might Be More To Teekay Tankers' (NYSE:TNK) Story Than Just Weak Earnings
Teekay Tankers Ltd. ( NYSE:TNK ) recently posted soft earnings but shareholders didn't react strongly. Our analysis...분석 기사 • Jan 15
There's No Escaping Teekay Tankers Ltd.'s (NYSE:TNK) Muted Earnings Despite A 27% Share Price Rise
Those holding Teekay Tankers Ltd. ( NYSE:TNK ) shares would be relieved that the share price has rebounded 27% in the...Seeking Alpha • Dec 16
Teekay Tankers: Watch Out For Geopolitics In 2025
Summary Valuation is often meaningless for cyclical resource equities like Teekay Tankers due to their lack of pricing power and dependency on tanker rates. TNK's stock price is driven by tanker rates, which are currently suppressed by weak global oil demand and extended OPEC+ production cuts. Despite strong financials and cash returns to shareholders, TNK's stock has plummeted, highlighting the sector's volatility and the importance of understanding geopolitics. I maintain a neutral stance on TNK, given the uncertainties in global oil demand and geopolitics, particularly with potential changes in Chinese and U.S. policies in 2025. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Teekay Tankers: Significant Free Cash Flow Generation With 35% Of Market Cap In Net Cash
Summary Despite large declines in spot rates over the last few months, Teekay Tanker is still generating significant free cash flows. Spot rates would have to fall by another 50% before Teekay becomes neutral on a free cash flow basis. Even if it occurs, the company would be supported by its net cash balance of $463.5 million, which represents 35% of the market cap. The current free cash flow yield above 20% is certainly attractive, but I am fully aware of the volatility associated with it. Read the full article on Seeking Alpha분석 기사 • Nov 06
Lacklustre Performance Is Driving Teekay Tankers Ltd.'s (NYSE:TNK) 25% Price Drop
Teekay Tankers Ltd. ( NYSE:TNK ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Nov 05
Teekay Tankers: Mediocre Fleet And Unattractive Shareholder Returns
Summary In recent months, seasonality has impacted dirty tanker rates. Besides that, China's crude imports declined. On the other hand, tanker supply fundamentals are still favorable. Teekay Tankers reported $52.4 million operating income for 3Q24, a 35% lower figure than 3Q23. 3Q24 net income is $58.8 million, and 3Q24 EPS is $1.69/share. The balance sheet is TNK’s strength. The company has 3.1% Total Debt to Equity and 8.9% Total Liabilities to Total Assets. The most disappointing is that TNK neither proactively upgrades its fleet nor increases shareholders' returns via buybacks and dividends. In summary, I give TNK stock a Hold rating. Read the full article on Seeking Alpha분석 기사 • Oct 22
Returns on Capital Paint A Bright Future For Teekay Tankers (NYSE:TNK)
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Seeking Alpha • Sep 14
Teekay Tankers: When Cheap Valuation And Solid Balance Sheet Are Not Enough; Rating Downgrade
Summary Teekay Tankers boasts a strong balance sheet with minimal debt and competitive daily operating expenses and breakeven cash flow. TNK trades at 1.9 EV/Sales and 2.9 EV/EBITDA, which is dirt cheap for a company with a 4% LTV and $15,000/day breakeven cash flow. TNK pays dividends with a 5.52% LTM yield, which is mediocre compared to other tanker owners. I rate TNK as a Hold due to its unattractive dividend yield and better growth prospects in the VLCC segment with companies like ECO and DHT. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 12
Trans Mountain Expansion Fuels Growth Amid Market Volatility And Analysts' Mixed Earnings Outlook
Strategic fleet renewal and the positive tanker market fundamentals suggest improved revenue stability and growth prospects.Seeking Alpha • Aug 05
Teekay Tankers: Navigating Challenges, Seizing Opportunities Amid Favorable Market Dynamics
Summary Teekay Tankers stock dropped 12% after Q2-2024 results, but financial health remains strong. Q2-2024 revenues dropped by 20% due to decreasing tanker spot day rates. Teekay Tankers benefits from historically high spot rates and a favorable market outlook despite risks from fleet age and oil demand fluctuations. Read the full article on Seeking Alpha분석 기사 • Aug 04
Teekay Tankers (NYSE:TNK) Has Affirmed Its Dividend Of $0.25
Teekay Tankers Ltd. ( NYSE:TNK ) will pay a dividend of $0.25 on the 23rd of August. This means the dividend yield will...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 643 | 309 | 369 | 386 | 2 |
| 12/31/2027 | 629 | 286 | 207 | 337 | 4 |
| 12/31/2026 | 914 | 587 | 631 | 548 | 3 |
| 3/31/2026 | 1,006 | 429 | 138 | 368 | N/A |
| 12/31/2025 | 952 | 351 | 113 | 306 | N/A |
| 9/30/2025 | 952 | 313 | 90 | 283 | N/A |
| 6/30/2025 | 997 | 282 | 188 | 317 | N/A |
| 3/31/2025 | 1,093 | 331 | 314 | 395 | N/A |
| 12/31/2024 | 1,229 | 404 | 397 | 472 | N/A |
| 9/30/2024 | 1,394 | 439 | 452 | 532 | N/A |
| 6/30/2024 | 1,405 | 459 | 528 | 546 | N/A |
| 3/31/2024 | 1,447 | 499 | 588 | 598 | N/A |
| 12/31/2023 | 1,474 | 520 | 621 | 631 | N/A |
| 9/30/2023 | 1,418 | 548 | 629 | 639 | N/A |
| 6/30/2023 | 1,412 | 535 | 551 | 562 | N/A |
| 3/31/2023 | 1,284 | 412 | 363 | 375 | N/A |
| 12/31/2022 | 1,178 | 235 | 184 | 200 | N/A |
| 9/30/2022 | 856 | 43 | 5 | 23 | N/A |
| 6/30/2022 | 693 | -77 | -81 | -60 | N/A |
| 3/31/2022 | 574 | -235 | -119 | -95 | N/A |
| 12/31/2021 | 542 | -242 | -129 | -107 | N/A |
| 9/30/2021 | 510 | -276 | -104 | -82 | N/A |
| 6/30/2021 | 564 | -268 | -23 | -3 | N/A |
| 3/31/2021 | 687 | -41 | 166 | 182 | N/A |
| 12/31/2020 | 886 | 87 | 332 | 348 | N/A |
| 9/30/2020 | 1,070 | 224 | 389 | 403 | N/A |
| 6/30/2020 | 1,087 | 248 | 350 | 358 | N/A |
| 3/31/2020 | 1,048 | 136 | 198 | 210 | N/A |
| 12/31/2019 | 944 | 41 | N/A | 118 | N/A |
| 9/30/2019 | 893 | -10 | N/A | 61 | N/A |
| 6/30/2019 | 882 | -8 | N/A | 47 | N/A |
| 3/31/2019 | 846 | -21 | N/A | 44 | N/A |
| 12/31/2018 | 776 | -53 | N/A | -7 | N/A |
| 9/30/2018 | 617 | -66 | N/A | 7 | N/A |
| 6/30/2018 | 532 | -71 | N/A | 26 | N/A |
| 3/31/2018 | 469 | -81 | N/A | 59 | N/A |
| 12/31/2017 | 431 | -58 | N/A | 80 | N/A |
| 9/30/2017 | 454 | -47 | N/A | 94 | N/A |
| 6/30/2017 | 472 | -30 | N/A | 161 | N/A |
| 3/31/2017 | 509 | 33 | N/A | 167 | N/A |
| 12/31/2016 | 551 | 68 | N/A | 207 | N/A |
| 9/30/2016 | 606 | 115 | N/A | 238 | N/A |
| 6/30/2016 | 623 | 162 | N/A | 221 | N/A |
| 3/31/2016 | 573 | 177 | N/A | 182 | N/A |
| 12/31/2015 | 525 | 181 | N/A | 202 | N/A |
| 9/30/2015 | 436 | 145 | N/A | 157 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TNK 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -18.5%).
수익 vs 시장: TNK 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -18.5%).
고성장 수익: TNK 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: TNK 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -20.3%).
고성장 매출: TNK 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -20.3%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TNK의 자본 수익률은 3년 후 10.6%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/08 23:45 |
| 종가 | 2026/07/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
Teekay Tankers Ltd.는 19명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brandon Oglenski | Barclays |
| Kenneth Hoexter | BofA Global Research |
| Matthew Troy | Citigroup Inc |