Pangaea Logistics Solutions beats Q4 estimates, shares surge 9%

Published 13/03/2025, 21:42
Pangaea Logistics Solutions beats Q4 estimates, shares surge 9%

NEWPORT, R.I. - Pangaea Logistics Solutions Ltd. (NASDAQ:PANL) reported fourth-quarter earnings that surpassed analyst expectations, driving shares up 9.3% in after-hours trading.

The global maritime logistics provider posted adjusted earnings per share of $0.16, beating the analyst consensus of $0.10. Revenue for the quarter came in at $147.17 million, exceeding estimates of $139.51 million and representing a 5.5% increase from the same period last year.

Pangaea’s Time Charter Equivalent (TCE) rates of $15,942 per day outperformed the average Baltic Panamax and Supramax indices by 48%, despite a 10% YoY decrease. The company’s total shipping days increased 17% to 4,800 days compared to the year-ago period.

Adjusted EBITDA grew 18% YoY to $23.2 million in Q4, with the margin improving to 16.4% from 14.9% in the same period last year. The increase was primarily driven by the rise in shipping days, partially offset by lower market rates.

"Our fourth quarter performance was a strong finish to a transformational year for Pangaea, one in which our strong base of long-term contracts and premium-rate model supported a greater than 18% year-over-year increase in Adjusted EBITDA, despite pronounced softness in the broader dry bulk market," stated Mark Filanowski, Chief Executive Officer of Pangaea Logistics Solutions.

The company completed its previously announced acquisition of fifteen handy-size dry bulk vessels from Strategic Shipping Inc. on December 30, 2024, expanding its owned fleet to 41 vessels.

For the full year 2024, Pangaea reported adjusted net income of $29.9 million or $0.65 per diluted share, on total revenues of $536.5 million. The company’s average TCE rate during 2024 exceeded the benchmark average Baltic Panamax and Supramax indices by approximately 24%.

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