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Safe Bulkers Inc (DE:SBL)
NYSE:SBL
Germany Market

Safe Bulkers (SBL) Earnings Dates, Call Summary & Reports

5 Followers

Earnings Data

Report Date
Jul 29, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.19
Last Year’s EPS
<0.01
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Jun 17, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented strong company-level operational and financial performance: materially higher EPS (+260%), improved adjusted EBITDA (+38.4%), higher TCE (+16.6%), lower OpEx (-7%–9%), solid liquidity (~$374m), a meaningful contracted backlog (~$161–164m) and ongoing fleet renewal with modern, fuel-efficient vessels. These positives were tempered by macro and structural risks — geopolitical volatility (Hormuz/Iran), softer coal demand and Chinese inventory risk, limited near-term alternative-fuel readiness, and regulatory uncertainty on decarbonization — which could weigh on future volumes and freight rates. Overall, company fundamentals, balance sheet strength, and shareholder return actions outweigh the outlined risks in the near term.
Company Guidance
Guidance from the call emphasized a constructive 2026 outlook with multiple measurable drivers: fleet growth of about 4% in 2026 (order book ≈13% of fleet, ~30% of global dry bulk fleet >15 years), BIMCO scenarios showing supply growth of 2% (Open Hormuz) vs 1% (closed) against demand growth of ~3% (cargo volumes +2%, iron ore +3%, grains +5%, coal -1% to -2%), and spot freight levels around $32,000 for Capes and $20,000 for Panamax (Pacific BPI averages ~$20–22k). Company-specific metrics backing the guidance included 45 vessels on the water, average fleet age 10.5 years (vs global 12.5), 13 Phase‑3 vessels delivered with 11 newbuilds remaining (targeting 45% Phase‑3 by 2029), contracted revenue backlog of ~$110M from Capes (total contracted revenue ~$161–164M), Q1 adjusted EBITDA $40.7M and adjusted EPS $0.18 (vs $29.4M and $0.05 y/y), average TCE $17,095 (vs $14,655), daily OpEx $5,223 (down 9%) and $5,147 excl. docking (down 7%), liquidity/capital resources of ~$374–375M (cash ~$167M + undrawn RCFs $208M), comfortable leverage 34%, weighted avg interest 5.15% (EUR100M bond at 2.95%), market cap $657M, scrap value $300M, and a raised quarterly dividend of $0.06/share (18th consecutive quarter) with ongoing share repurchases—all supporting a strategy of locking longer charters later in 2026 while funding newbuilds and maintaining shareholder returns.
Significant EPS Improvement
Adjusted EPS increased to $0.18 in Q1 2026 from $0.05 in Q1 2025, a rise of ~260%, driven by higher charter hires and improved charter market conditions.
Strong Adjusted EBITDA Growth
Adjusted EBITDA rose to $40.7 million in Q1 2026 from $29.4 million in Q1 2025, an increase of $11.3 million (+38.4%).
Higher Vessel Earnings (TCE)
Average TCE improved to $17,095 in Q1 2026 from $14,655 in Q1 2025, an increase of $2,440 (+16.6%).
Cost Efficiency Improvements
Daily vessel OpEx decreased by 9% to $5,223 (from $5,765); OpEx excluding dry docking and delivery decreased by 7% to $5,147 (from $5,546).
Increased and Consistent Shareholder Returns
Declared the 18th consecutive quarterly dividend, increased to $0.06 per share; company reports a 33.7% dividend yield at current share levels and maintains an active $10 million share repurchase program. Since 2022, returns to shareholders totaled $95 million in dividends and $78 million in share repurchases.
Healthy Liquidity and Backlog
Combined liquidity and capital resources ~ $374–375 million (cash ~$167 million, undrawn RCFs ~$208 million), plus borrowing capacity ~$230 million. Contracted revenue backlog ~ $161–164 million, with Capes backlog topping ~$110 million.
Fleet Renewal and Competitive Fleet Profile
Fleet of 45 vessels with average age 10.5 years (about 2 years younger than global average of 12.5). 13 Phase 3 vessels already delivered, 11 newbuilds remaining in order book, orders placed for five Kamsarmax Phase 3 and one Capesize; 2 dual-fuel newbuilds delivering Q1 2027. ~21 vessels upgraded and 11 classified Eco; ~80% Japanese-built fleet.
Market Access and Strategic Listing
Completed parallel listing on Euronext Athens (first shipping company with common stock on NYSE and Euronext Athens) to broaden investor base and access European capital markets.
Strong Market Environment and Freight Levels
Management reported a healthy freight market in Q1 2026 with Capesize spot ≈ $32,000/day and Panamax spot ≈ $20,000/day; company Capes charters average remaining duration ~1.7 years and average daily charter hire ≈ $24,600.

Safe Bulkers (DE:SBL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:SBL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 29, 2026
2026 (Q2)
0.19 / -
0.009
Jun 17, 2026
2026 (Q1)
0.09 / 0.16
0.044260.00% (+0.11)
Feb 18, 2026
2025 (Q4)
0.12 / 0.12
0.132-6.67% (>-0.01)
Nov 25, 2025
2025 (Q3)
0.08 / 0.11
0.141-25.00% (-0.04)
Jul 29, 2025
2025 (Q2)
0.06 / <0.01
0.15-94.12% (-0.14)
May 19, 2025
2025 (Q1)
0.03 / 0.04
0.176-75.00% (-0.13)
Feb 18, 2025
2024 (Q4)
0.13 / 0.13
0.22-40.00% (-0.09)
Nov 13, 2024
2024 (Q3)
0.15 / 0.14
0.07100.00% (+0.07)
Jul 29, 2024
2024 (Q2)
0.17 / 0.15
0.10641.67% (+0.04)
Apr 29, 2024
2024 (Q1)
0.17 / 0.18
0.088100.00% (+0.09)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:SBL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jun 17, 2026
€5.55€5.75+3.60%
Feb 18, 2026
€5.01€5.010.00%
Nov 25, 2025
€4.13€4.50+9.04%
Jul 29, 2025
€3.51€3.28-6.63%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Safe Bulkers Inc (DE:SBL) report earnings?
Safe Bulkers Inc (DE:SBL) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
    What is Safe Bulkers Inc (DE:SBL) earnings time?
    Safe Bulkers Inc (DE:SBL) earnings time is at Jul 29, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
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          What is the P/E ratio of Safe Bulkers Inc stock?
          The P/E ratio of Safe Bulkers is N/A.
            What is DE:SBL EPS forecast?
            DE:SBL EPS forecast for the fiscal quarter 2026 (Q2) is 0.19.