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Navigator Holdings (NVGS) investor relations material
Navigator Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Q2 2025 operating revenue was $130M, down 11.6% year-over-year, with net income attributable to stockholders of $21.5M ($0.31/share); adjusted EBITDA was $60.1M, reflecting lower trade volumes and utilization due to geopolitical disruptions.
Despite headwinds, profitability was maintained through cost controls, vessel sales, and capital returns, including a $50M share repurchase and a $0.05/share dividend, returning 25% of net income to shareholders.
Operational normalization began in July, with utilization rebounding to 90% and rates returning to pre-disruption levels.
Entered a joint venture to build two ammonia-fueled carriers, each receiving a $9M grant, with deliveries in 2028 and long-term charters secured.
Included in the Russell 2000 and 3000 indices, increasing trading liquidity and investor base.
Financial highlights
Q2 2025 revenue was $130M, adjusted EBITDA $60.1M (excluding $12M gain from vessel sale), and net income $21.5M; basic EPS was $0.31, adjusted EPS $0.14.
Cash at June 30, 2025, was $287M, with liquidity of $316M after refinancing and share buybacks.
Returned $36.4M to shareholders in Q2 via dividends and buybacks; by July, this rose to $56.8M.
Issued $40M in new unsecured bonds at 7.25% and signed a $300M financing facility, increasing liquidity by $142M.
Ethylene terminal profit for Q2 2025 was $4.8M, similar to Q2 2024.
Outlook and guidance
Most Q2 headwinds have dissipated; utilization and rates have normalized, with July utilization at 90%.
Expect continued LPG exports from Iraq to Asia and robust U.S. ethylene and ethane exports to Europe and Asia.
Ethylene export terminal throughput expected to remain firm in Q3 2025, supported by strong European demand.
Full-year OpEx and net interest expense guidance slightly lowered due to fleet changes; all-in cash breakeven for 2025 is $20,270/day.
Guidance for 3Q 2025 Adjusted EBITDA is higher than 2Q 2025; full-year 2025 expected to be strong.
Explain impact of trade tariffs on utilization.
Detail financing for ammonia newbuild vessels.
What hedges interest rate risk on May 2025 Facility?
How did geopolitical events impact Q2 revenues?
What portion of expansion is now contracted?
What are the terms of Enova grant for ammonia carriers?
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Next Navigator Holdings earnings date
Q3 20256 Nov, 2025
Next Navigator Holdings earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Navigator Holdings Ltd is a shipping company that owns and operates a fleet of liquefied gas carriers. The company specializes in the transportation of liquefied petroleum gas (LPG), petrochemical gases, and ammonia for industrial customers worldwide. Navigator’s fleet consists of mid-size and handysize vessels, designed to carry pressurized, semi-refrigerated, and fully refrigerated gases. The company serves a variety of industries, including energy, chemicals, and agriculture, providing reliable maritime logistics solutions for transporting gases across global trade routes. The company is headquartered in London, England, and its shares are listed on the NYSE.
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