CMB.TECH NV (CMBT) Q3 2025 Earnings Call Transcript

CMB.TECH NV ( CMBT ) Q3 2025 Earnings Call November 26, 2025 8:00 AM EST Company Participants Alexander Saverys - CEO & Member of Management Board Ludovic Saverys - CFO & Member of Management Board Enya Derkinderen - Brand Manager Conference Call Participants Frode Morkedal - Clarksons Platou Securities AS, Research Division Eirik Haavaldsen - Pareto Securities AS, Research Division Kristof Samoy - KBC Securities NV, Research Division Climent Molins - Value Investor's Edge Kristoffer Skeie - Arctic Securities AS, Research Division Axel Styrman - Kepler Cheuvreux, Research Division Quirijn Mulder - ING Groep N.V., Research Division Presentation Alexander Saverys CEO & Member of Management Board Good afternoon and welcome to the Cmb.Tech's Earnings Conference Call for the Third Quarter of 2025.

Seeking Alpha • Nov 26, 2025

CMB.TECH announces Q3 2025 results

CMB.TECH ANNOUNCES Q3 2025 RESULTS SOFT SUMMER, FOLLOWED BY ROARING TANKER AND DRY BULK MARKETS ANTWERP, Belgium, 26 November 2025 – CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) reported its unaudited financial results today for the third quarter ended 30 September 2025. HIGHLIGHTS Financial highlights: Profit for the period of 17.3 million USD in Q3 2025.

GlobeNewsWire • Nov 26, 2025

Buy CMBT: Shipping Poised To Outperform Into 2026

Maritime shipping remains an unpopular sector, yet it has delivered exceptional long-term outperformance versus the S&P 500 and broader market indices. Despite macro headwinds and negative sentiment, shipping stocks are set up for strong returns into 2026, with relative valuations at multi-year lows. Key bullish drivers include shifting tariff dynamics, a robust tanker cycle, the Simandou iron ore mine launch, and potential rotation from tech to value assets.

Seeking Alpha • Nov 19, 2025

PRESS RELEASE: CMB.TECH announces Q3 2025 results on 26/11/2025

Antwerp, Nov. 14, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMBT”, “CMB.TECH” or “the Company”) will release its third quarter 2025 earnings prior to market opening on Wednesday 26 November 2025 and will host a conference call at 8 a.m. EST / 2 p.m.

GlobeNewsWire • Nov 14, 2025

Cmb.Tech: Still Some Juice Left

Cmb.Tech NV trades at a significant discount to NAV, offering an attractive entry point for investors. Recent Golden Ocean acquisition and messy financials obscure strong Q3/Q4 earnings potential, with consensus estimates likely to be beaten. CMBT benefits from a young, diversified fleet, high time-charter coverage, and exposure to strong dry bulk and tanker markets.

Seeking Alpha • Nov 7, 2025

UPDATE ON FIXED INCOME INVESTOR MEETINGS

Antwerp, Oct. 23, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) (“CMB.TECH”) references the stock exchange release dated 20 October 2025 regarding fixed income investor meetings. Following engagement with potential investors, CMB.TECH has decided not to proceed with the issue of a senior unsecured bond.

GlobeNewsWire • Oct 23, 2025

PRESS RELEASE: CMB.TECH trading update

Antwerp, Oct. 20, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs : CMBTO) (“CMB.TECH”) provides a market update. During Q3 and Q4 to date, CMB.TECH has continued its fleet rejuvenation strategy with the sale of t wo older vessels and the delivery of five newbuild vessels .

GlobeNewsWire • Oct 20, 2025

PRESS RELEASE: CMB.TECH NV announces fixed income investor meetings

Antwerp, Oct. 20, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs : CMBTO) (“CMB.TECH”) has mandated Danske Bank, DNB Carnegie, Nordea Bank and Pareto Securities to arrange a series of fixed income investor meetings commencing today, October 20, 2025.

GlobeNewsWire • Oct 20, 2025

Cmb.Tech NV (CMBT) Q2 2025 Earnings Call Transcript

Cmb.Tech NV (NYSE:CMBT ) Q2 2025 Earnings Conference Call August 28, 2025 8:00 AM ET Company Participants Alexander Saverys - CEO & Member of Management Board Enya Derkinderen - Brand Manager Ludovic Saverys - CFO & Member of Management Board Conference Call Participants Axel Styrman - Kepler Cheuvreux, Research Division Kristof Samoy - KBC Securities NV, Research Division Alexander Saverys Good afternoon, and welcome to the Cmb.Tech Earnings Release for the Second Quarter of this year. My name is Alexander Saverys, and I'm joined by my colleagues, Ludovic, Joris and Enya.

Seeking Alpha • Aug 28, 2025

CMB.TECH announces Q2 2025 results

CMB.TECH ANNOUNCES Q2 2025 RESULTS MERGER WITH GOLDEN OCEAN COMPLETED ANTWERP, Belgium, 28 August 2025 – CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) reported its unaudited financial results today for the second quarter ended 30 June 2025. HIGHLIGHTS Corporate highlights: CMB.TECH completed the merger with Golden Ocean on 20 August CMB.TECH is listed on NYSE (CMBT), EURONEXT Brussels (CMBT) and EURONEXT Oslo (CMBTO) Supervisory Board changes: resignation of Mr.

GlobeNewsWire • Aug 28, 2025