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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
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Odfjell
Odfjell (ODF) investor relations material
Odfjell Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 time charter earnings were $192.1M vs. $195.0M in Q2; reported net result was $40.4M vs. $53.5M, while adjusted net result was $43M vs. $56M.
Lifted volume reached 3.6M tonnes, up 14% QoQ and the highest since 2022; three vessels entered service during the quarter.
Strong safety performance continued; controlled-fleet carbon intensity was 6.9, unchanged QoQ.
Financial highlights
EBITDA was $105.5M vs. $111.3M in Q2; EBIT was $58.9M vs. $68.8M.
Q3 adjusted net result was $43M vs. $56M in Q2; Q2 included a $6.9M favorable arbitration outcome.
Operating cash flow was $84.9M vs. $80.6M; free cash flow was $42.0M vs. $61.1M, with Q2 boosted by a newbuilding contract sale.
Cash and equivalents were $165.9M; total available liquidity was $378M, including $212M in committed undrawn facilities.
Outlook and guidance
Underlying net result in Q4 is expected to be somewhat lower than in Q3, reflecting disrupted trading patterns, fleet deliveries, docking activity and a higher cost base.
Average cash break-even is expected at $22,200/day for 2026; Q3 P&L break-even was $22,115/day vs. $22,281/day in Q2.
Market inefficiencies and limited swing tonnage may support near-term rates, while vessel deliveries and diminishing inventories pose risks to chemical trade.
Tank-terminal underlying results are expected to remain broadly stable in Q4, with Korea continuing to face challenges.
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Latest events from Odfjell
- Record FY23 results; tight markets support slight 1Q24 earnings growth.ODF
Q4 2023 - Strong financials, fleet growth, and sustainability drive leadership in chemical shipping.ODFPareto Securities' 33rd Annual Energy Conference presentation
- Earnings and cash flow surged in 2Q26 on strong spot markets, but outlook is more cautious.ODFQ2 2026
- Leading chemical tanker and terminal operator with strong financials and sustainable growth focus.ODFCMD 2026 presentation
- Net result fell to USD 32 million amid Middle East disruptions, but 2Q26 outlook is positive.ODFQ1 2026
- Q4 net result USD 38M, strong safety, green corridor launched, 1Q26 dip expected.ODFQ4 2025
- 3Q24 net result was USD 71M, with strong cash flow and stable outlook despite softer spot rates.ODFQ3 2024
- Record 2Q24 net income and robust margins driven by strong tanker markets and efficiency.ODFQ2 2024
- Record net income, robust operations, and continued renewal despite softer Q4.ODFQ4 2024
Next Odfjell earnings date
Q4 202612 Feb, 2027
Odfjell
Next Odfjell earnings date
Q4 202612 Feb, 2027
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Frequently asked questions
Odfjell SE engages in the transportation and storage of bulk liquid chemicals, acids, edible oils, and other special products. It operates through the following segments: Tankers, Terminals and Services, and Real Estate. The Tankers segment includes marine transportation of liquid chemicals, acids and edible oils. It operates in Norway, the Netherlands, rest of Europe, North America, South America, the Middle East, Asia, Australasia, and Africa.