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Navios Maritime Partners (NMM) investor relations material
Navios Maritime Partners Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary21 Aug, 2025
Executive summary
Q2 2025 revenue was $327.6M, EBITDA $178.2M, and net income $69.9M, with EPS of $2.34 per unit and sequential/year-over-year declines.
Operates a diversified fleet of 173 vessels across dry bulk, containership, and tanker segments, with an average age of 10 years and $6.2B in vessel value.
Maintains strong liquidity with $389M in cash and a $60M undrawn revolving facility as of June 30, 2025.
Sold three older vessels for $95.5M, acquired two new Aframax LR2 tankers for $133M, and took delivery of a newbuilding fixed on a five-year charter.
Returned $30.8M to unitholders in 2025 through dividends and unit repurchases, repurchasing 4% of units outstanding since Q2 2024.
Financial highlights
Q2 2025 revenue decreased 4.3% year-over-year to $327.6M; H1 2025 revenue was $631.7M, both down from 2024.
Adjusted EBITDA for Q2 2025 was $172.6M, down from $189.8M in Q2 2024; adjusted net income was $64.3M, down from $94.2M.
Combined TCE rate for Q2 2025 was $23,040/day, down 1.5% year-over-year.
Net cash from operating activities was $121.6M in Q2 and $278.2M in H1 2025.
Net debt to book capitalization improved to 33.9% as of June 30, 2025.
Outlook and guidance
$3.1B in contracted revenue as of August 2025, with 75% of available days for H2 2025 fixed at $24,908/day; 6,838 open/index days remain.
Major counterparties include Aramco, Maersk, and Glencore.
Fleet renewal ongoing, with newbuildings scheduled for delivery through H1 2028.
Expecting continued healthy shipping markets due to evolving trade patterns and geopolitical factors.
VLCC long-term charter timing and strategy
Future of older containerships off charter
Newbuilding equity funding plan
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Next Navios Maritime Partners earnings date
Q3 20254 Nov, 2025
Next Navios Maritime Partners earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Navios Maritime Partners L.P. (Navios Partners) is a prominent international owner and operator of dry cargo and tanker vessels. The company's operations span across the globe, offering seaborne transportation services for a variety of liquid and dry cargo commodities. These include crude oil, refined petroleum, chemicals, iron ore, coal, grain, fertilizer, and containers. Navios Partners is recognized for its diversified fleet and customer base, operating under short, medium, and longer-term charters. The company's fleet comprises roughly 170 vessels, including Ultra-Handymax, Panamax, Capesize Vessels, Containerships, Crude, and Product Tankers, showcasing a broad range of capabilities in seaborne shipping. The company is headquartered in Monaco, and its shares are listed on the NYSE.
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