喜马拉雅航运报告第二季度业绩

2026-08-11 16:00

Himalaya Shipping Ltd. press release (HSHP): Q2 Revenue of $53.7M (+79.6% Y/Y) beats by $2.13M.
Total time-charter revenues of $53.3 million, which represents average time charter equivalent (“TCE”) earnings of approximately $50,600 per day, gross.
Average Baltic 5TC 180 Capesize Index was $36,303 per day.
Net income of $24.6 million and EBITDA2 of $44.0 million.
Achieved TCE earnings for July 2026 of approximately $51,200 per day, gross.
"The Company has maintained its strategy of paying monthly distributions to its shareholders. We expect a significant portion of free cash flow after debt service to be paid to shareholders. For Q2 2026, we declared total cash distributions of $0.59 per share."
Outlook: Approximately 300 large bulk carriers are scheduled for delivery prior to 2031, and we anticipate that a significant number of vessels will require dry docking in the coming years. In 2026, about 24% of the total Capesize fleet, ranging from 159,000 dwt to 211,000 dwt, are due for dry dock or Special Surveys due to the age profile of the fleet. Based on the current order book, the fleet is projected to grow by only 2.5% in 2026, adjusting for the upcoming dry dock schedule. In 2026, approximately 9% of the Capesize fleet will be 20 years old or older, which is projected to increase to about 26% in 2030.

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