Navigator Holdings shares drop 3% after revenue decline

Published 12/08/2025, 21:36
Navigator Holdings shares drop 3% after revenue decline

Investing.com -- Navigator (ELI:NVGR) Holdings Ltd. (NYSE:NVGS) reported second quarter earnings that showed a decline in revenue and adjusted earnings, sending shares down 3% as legal concerns and trade disruptions weighed on results.

The liquefied gas carrier operator posted adjusted earnings of $0.14 per share for the second quarter of 2025, down significantly from $0.35 per share in the same period last year. Revenue fell 11.6% to $129.6 million compared to $146.7 million in the second quarter of 2024.

The company’s fleet utilization dropped to 84.2% in the quarter, down from 93.4% in the same period last year. Navigator attributed the decline to "market uncertainties arising from trade tariffs" and disruptions following U.S. export license requirements for ethane movements to China that were in effect from May to July.

"Following the requirement being rescinded and as applicable trade tariff tensions ease, we expect utilization to improve during the third quarter of 2025," the company stated in its earnings release.

Despite the revenue decline, Navigator maintained its quarterly dividend of $0.05 per share and announced plans to repurchase approximately $2.1 million of its common stock as part of its capital return policy.

CEO Dag von Appen commented, "Despite challenges from trade disruptions this quarter, our ability to flex across several segments in response to market conditions was highlighted by our highest LPG cargo earnings days since early 2023."

The company is also expanding its fleet through a joint venture with Amon Maritime to acquire two newbuild ammonia carriers scheduled for delivery in 2028, with Navigator owning 80% of the venture.

Navigator continues to monitor legal concerns related to its Indonesian joint venture following the arrest of a director by Indonesian authorities as part of a corruption investigation involving the state-owned energy company Pertamina.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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