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