Dorian LPG Ltd.

NYSE:LPG Aktierapport

Börsvärde: US$1.9b

DorianG Tidigare resultatutveckling

Tidigare kriterier kontrolleras 5/6

DorianG har ökat intäkterna med en genomsnittlig årlig takt på 10.1%, medan Oil and Gas -branschen såg intäkterna växer på 7.9% årligen. Intäkterna har varit växande med en genomsnittlig takt på 8.1% per år. DorianG s avkastning på eget kapital är 17% och den har en nettomarginal på 40.8%.

Viktig information

10.06%

Tillväxttakt i vinsten

10.61%

Tillväxttakt för EPS

Oil and Gas Tillväxt i branschen33.67%
Intäkternas tillväxttakt8.13%
Avkastning på eget kapital17.00%
Nettomarginal40.78%
Senaste uppdateringen av resultatet31 Mar 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Seeking Alpha Jul 20

Dorian LPG: It Still Has Plenty More To Give

Summary Dorian LPG benefits from elevated dayrates due to rerouted shipping away from the Middle East, significantly boosting earnings. Current FWD P/E valuation is just 6.59x, suggesting shares remain attractively priced despite recent gains. I expect high rates to persist as global supply chains adapt, supporting continued strong cash generation for LPG. LPG's capital allocation—selling three vessels and ordering a new one for 2029—optimizes fleet age and earnings potential; I rate it Strong Buy. Read the full article on Seeking Alpha
Uppdatering av berättelse Jul 14

LPG: Peak Earnings And Dividend Strategy Will Shape Future Return Profile

Analysts have lifted the fair value estimate for DorianG from $36.00 to $45.00, citing recent price target increases toward the low to mid $50 range and referencing stronger Q4 results, robust VLGC rates, high fleet utilization, and management's focus on dividends, deleveraging, and fleet renewal as key supports for the updated view. Analyst Commentary Recent research on DorianG shows a mix of optimism around the latest Q4 report and more cautious takes on how sustainable current conditions may be.
Uppdatering av berättelse Jun 30

LPG: Dividend Focus And Fleet Renewal Will Drive Returns Beyond 2026

Analysts have raised the Dorian LPG fair value estimate from $33.33 to $51.20, citing higher price targets of around $51 to $55. These targets reflect recent Q4 strength, robust vessel utilization, and confidence in the company’s capital return plans.
Uppdatering av berättelse Jun 16

LPG: Capital Returns And Emissions Strategy Will Support Future Stock Performance

Analysts have raised the fair value estimate for Dorian LPG stock from $41.00 to $55.00, citing stronger recent Q4 results, higher projected profit margins, and updated long-term views on shipping rates and capital allocation that lead to a lower future P/E assumption. Analyst Commentary on Dorian LPG Stock Recent research on Dorian LPG signals a constructive tone, with several bullish analysts adjusting price targets higher and moving ratings toward a more neutral or positive stance after the latest Q4 report.
Uppdatering av berättelse Jun 02

LPG: Irregular Dividend At Peak Earnings Will Restrain Long Term Returns

Analysts have lifted the fair value estimate for DorianG from $28.00 to $36.00 after a series of higher Street price targets in the $51 to $55 range, citing very large gas carrier rate strength, high fleet utilization, solid EBITDA and cash flow, and management's focus on dividends, deleveraging, fleet renewal, and selective vessel sales. Analyst Commentary Recent research on Dorian LPG has centered on very large gas carrier rate strength, high fleet utilization, and the company’s focus on dividends and balance sheet discipline.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha

Fördelning av intäkter och kostnader

Hur DorianG tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NYSE:LPG Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 26475194530
31 Dec 25397121480
30 Sep 2535995450
30 Jun 2532149490
31 Mar 2535090430
31 Dec 24417161430
30 Sep 24499240430
30 Jun 24561307400
31 Mar 24559307390
31 Dec 23550304380
30 Sep 23490256370
30 Jun 23422199320
31 Mar 23387172320
31 Dec 22338132320
30 Sep 2230497300
30 Jun 2229091320
31 Mar 2226972300
31 Dec 2129081300
30 Sep 21309100300
30 Jun 2130186270
31 Mar 2131693300
31 Dec 2030878280
30 Sep 2030678280
30 Jun 20343118280
31 Mar 20332112230
31 Dec 1927266230
30 Sep 1924225310
30 Jun 19191-24330
31 Mar 19158-51340
31 Dec 18162-38350
30 Sep 18152-31280
30 Jun 18146-34260
31 Mar 18159-20260
31 Dec 17168-15250
30 Sep 17159-12250
30 Jun 17157-7250
31 Mar 17167-1220
31 Dec 1620417260
30 Sep 1626266280
30 Jun 16303115280
31 Mar 16288130300
31 Dec 15239118250
30 Sep 1517873220

Kvalitetsintäkter: LPG har inkomster av hög kvalitet.

Växande vinstmarginal: LPG s nuvarande netto vinstmarginaler (40.8%) är högre än förra året (25.8%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: LPG s intäkter har ökat med 10.1% per år under de senaste 5 åren.

Accelererande tillväxt: LPG s intäktstillväxt under det senaste året ( 114.8% ) överstiger sitt 5-åriga genomsnitt ( 10.1% per år).

Resultat vs industri: LPG vinsttillväxt under det senaste året ( 114.8% ) översteg Oil and Gas branschen 9.4%.


Avkastning på eget kapital

Hög ROE: LPG s avkastning på eget kapital ( 17% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/28 06:09
Aktiekurs vid dagens slut2026/07/28 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Dorian LPG Ltd. bevakas av 10 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Noah ParquetteCanaccord Genuity
Jostein AschjemDNB Carnegie
Sean MorganEvercore ISI