"Scorpio Tankers has moved from $3.1 billion in net debt in 2021 to a net cash position of roughly $332 million as of early 2026. That shift changes what kind of stock this actually is. Reddit sentiment sits at 90.8 out of 100, firmly 'very bullish.' The catch: that score is driven almost entirely by one speculative post, not a broad income thesis."
"Q4 2025 results: Revenue of $252.65M, beating the $240.45M consensus; Net income of $128.1M, up 87% from $68.6M a year earlier; Average daily TCE rates of $28,066 versus $21,978 in Q4 2024, a 28% jump. For now, the company is looking at a cash position of around $937 million against total debt of $628 million."
"The quarterly dividend rose to $0.45 per share, up from $0.42 last quarter, with the ex-dividend date set for March 6, 2026. The annualized payout runs $1.80 per share, roughly a 2.38% yield, backed by 10 newbuilding vessels delivering through 2029, all scrubber-fitted."
Scorpio Tankers has significantly improved its financial position, moving from substantial net debt in 2021 to a net cash position by early 2026. Q4 2025 results demonstrate strong operational performance with revenue of $252.65 million beating consensus, net income up 87% year-over-year, and average daily TCE rates jumping 28%. The company maintains $937 million in cash against $628 million in debt, with management prepaying $154.6 million in amortization through December 2027. The quarterly dividend increased to $0.45 per share with an annualized yield of 2.38%, supported by 10 newbuilding scrubber-fitted vessels delivering through 2029. While Reddit sentiment appears very bullish at 90.8, this reflects concentrated speculation around Iran conflict scenarios rather than broad recognition of the company's improved fundamentals and income-generating capacity.
Read at 24/7 Wall St.
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