Shipping stocks at a crossroads amid their best rally in decades

Shares of shipping companies have surged to their highest levels in a decade or more, as a prolonged crisis in the Strait of Hormuz squeezes the global supply of vessels. The rally is being driven by disruption, as freight rates and stock prices soar.

CNBC • Sep 3, 2026

Navios Maritime Partners Q2 Earnings Call Highlights

Navios Maritime Partners NYSE: NMM reported higher revenue, earnings and adjusted EBITDA for the second quarter of 2026, citing stronger time-charter equivalent rates across its shipping segments. The company also expanded its unit repurchase authorization, continued fleet-renewal investments and increased its contracted revenue backlog to a record $4.4 billion.

MarketBeat • Aug 20, 2026

Navios Maritime Partners L.P. Common Units (NMM) Q2 2026 Earnings Call Transcript

Navios Maritime Partners L.P. Common Units (NMM) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 20, 2026

Navios Maritime Partners L.P. Reports Financial Results for the Second Quarter and Six Months Ended June 30, 2026

PIRAEUS, Greece, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Navios Maritime Partners L.P. (“Navios Partners”) (NYSE: NMM), an international owner and operator of dry cargo and tanker vessels, today reported its financial results for the second quarter and six month period ended June 30, 2026.

GlobeNewsWire • Aug 20, 2026

Navios Maritime Partners L.P. Announces the Date for the Release of Second Quarter Ended June 30, 2026 Results, Conference Call and Webcast

PIRAEUS, Greece, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Navios Maritime Partners L.P. ("Navios Partners") (NYSE:NMM) announced today that it will host a conference call on Thursday, August 20, 2026 at 8:30 am ET, at which time Navios Partners' senior management will provide highlights and commentary on earnings results for the second quarter and six months ended June 30, 2026.

GlobeNewsWire • Aug 17, 2026

Navios Maritime Partners L.P. Announces Cash Distribution of $0.06 per Unit

PIRAEUS, Greece, July 30, 2026 (GLOBE NEWSWIRE) -- Navios Maritime Partners L.P. ("Navios Partners") (NYSE:NMM), announced today that its Board of Directors has declared a cash distribution of $0.06 per unit for the quarter ended June 30, 2026. This distribution represents an annualized distribution of $0.24 per unit.

GlobeNewsWire • Jul 30, 2026

Navios Maritime Shipping, Stock Of The Day, Eyes Buy Point After 50% Rally

Analysts see more room to run for the shipping stock. Navios Maritime Partners successfully navigated Iran war and is poised for powerful earnings comeback.

Investors Business Daily • Jul 28, 2026

Navios Maritime Partners Q2 Preview: The VLCC Arbitrage Worked, But Capital Allocation Is Key

Navios Maritime Partners (NMM) is rated a cautious Buy, supported by strong Q2 charter coverage, vessel sales, and fleet modernization. NMM's value-creating strategy includes selling old VLCCs at peak prices, ordering modern replacements, and securing long-term charters above historical averages. Despite trading at a deep discount to net vessel equity and low earnings multiples, persistent capital allocation toward fleet growth limits immediate upside.

Seeking Alpha • Jul 29, 2026

Navios Maritime Partners L.P. - Successful Senior Unsecured Bond Tap Issue

PIRAEUS, Greece, May 27, 2026 (GLOBE NEWSWIRE) -- Navios Maritime Partners L.P. (the “Company”) announced today that it has successfully completed a USD 30 million tap issue of its outstanding senior unsecured bond due November 7, 2030 (ISIN: NO0013685115). The tap issue was priced at 102.75% of par and was initiated by a reverse inquiry.

GlobeNewsWire • May 27, 2026

Navios Maritime Partners: An Opportunity To Invest In The Backbone Of The Global Economy

Navios Maritime Partners LP is rated a buy, trading at 63% of tangible book value and positioned to capitalize on shipping market volatility. NMM's revenue mix balances stable contracted cash flows and market rate exposure, with $829 million in contracted revenue expected in the next three quarters of 2026. Recent investments have modernized NMM's fleet and enabled premium vessel sales, while a young fleet and strategic asset allocation support future growth.

Seeking Alpha • May 25, 2026