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Shipper Navios Maritime Partners beats Q2 revenue expectations

ReutersAug 21, 2025 11:41 AM


Overview

  • Navios Maritime Partners Q2 2025 revenue of $327.6 mln beats analyst expectations

  • Adjusted EBITDA for Q2 2025 beats estimates, reaching $172.6 mln

  • Co repurchased 716,575 common units in 2025 for $27.8 mln


Outlook

  • Company expects $519.2 mln contracted revenue for H2 2025

  • Navios anticipates $706.4 mln contracted revenue for 2026

  • Company has fixed 75.2% of available days for H2 2025

  • Navios Partners sees average daily charter-out rate of $28,523 for 2026


Result Drivers

  • REVENUE DECLINE - Revenue decreased due to lower TCE rates and reduced freight voyage revenue

  • FLEET MANAGEMENT - Strategic acquisition of new tankers and sale of older vessels impacted fleet composition

  • GLOBAL TRADE PATTERNS - Reshaping of trade patterns due to geopolitical tensions contributed to a healthy shipping market


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q2 Revenue

Beat

$327.56 mln

$309.60 mln (1 Analyst)

Q2 Adjusted Net Income

$64.35 mln

Q2 Net Income

$69.95 mln

Q2 Adjusted EBITDA

Beat

$172.64 mln

$164.90 mln (1 Analyst)

Q2 EBITDA

$178.24 mln


Analyst Coverage

  • The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the marine freight & logistics peer group is "buy."

  • Wall Street's median 12-month price target for Navios Maritime Partners LP is $65.50, about 31.7% above its August 20 closing price of $44.75

  • The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 3 three months ago

Press Release: ID:nGNX7G5Sy3

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