财务数据和关键指标变化 - 公司在2024年第二季度实现总收入5,870万美元,同比增长23.1% [50] - 公司在2024年第二季度实现净利润4,070万美元,同比增长40.7% [51] - 公司在2024年第二季度的调整后EBITDA为4,230万美元,同比增长38.2% [52] - 公司在2024年上半年实现总收入10,540万美元,同比增长17.6% [54] - 公司在2024年上半年实现净利润6,080万美元,同比增长5.5% [54] - 公司在2024年上半年的调整后EBITDA为6,690万美元,同比增长18.2% [56] 各条业务线数据和关键指标变化 - 公司在2024年第二季度的平均船舶数量为21.3艘,日均收益为31,639美元,同比分别增加18.3%和4.9% [59] - 公司在2024年上半年的平均船舶数量为20.4艘,日均收益为29,836美元,同比分别增加16.6%和0.4% [61] 各个市场数据和关键指标变化 - 公司在2024年第二季度的商业利用率为100%,运营利用率为99.8% [58] - 公司在2024年上半年的商业利用率为99.9%,运营利用率为99.9% [61] 公司战略和发展方向及行业竞争 - 公司通过新船建造计划不断更新和扩大船队,提高能源效率和减排,从而获得更高的租金溢价 [86][88][103] - 公司正在评估新船订单和二手船收购的机会,但目前二手船价格较高,公司更倾向于新船投资 [92][95] - 随着碳排放限制政策的实施,新船与老船之间的租金差距将进一步扩大,有利于公司的新船投资 [102][103] 管理层对经营环境和未来前景的评论 - 公司对客户履约风险较低,大部分客户都能够履行合同 [72][73] - 公司认为未来一段时间内,集装箱运输市场仍将保持强劲,但也可能面临一些挑战 [40][43] - 公司将继续通过股息和股票回购向股东回报资金,同时也会进行战略性投资以创造更多价值 [47] 其他重要信息 - 公司已宣布2024年第二季度派发每股0.6美元的季度股息 [9] - 公司自2022年启动的高达2,000万美元的股票回购计划已执行8.2百万美元,并获得董事会再次延长一年 [10][11] - 公司目前的总债务为2.08亿美元,预计未来12个月的现金流量平衡水平为每天12,921美元 [63][66] - 公司估计其船队的市场价值约为5.5亿美元,远高于账面价值,体现了较大的升值潜力 [68] 问答环节重要的提问和回答 问题1 **Tate Sullivan 提问** 询问公司客户履约情况和风险 [71] **Tasos Aslidis 和 Symeon Pariaros 回答** 公司客户履约风险较低,大部分客户都能够履行合同 [72][73] 问题2 **Lars Eide 提问** 询问公司本季度航次费用变动的原因 [79] **Tasos Aslidis 回答** 航次费用变动主要是由于在更换租约时出售剩余燃料而产生的小额收益 [80] 问题3 **Mark Reichman 提问** 询问公司未来资本配置策略,是倾向于新船投资还是二手船收购 [90] **Tasos Aslidis 和 Symeon Pariaros 回答** 公司目前更倾向于新船投资,因为二手船价格较高,公司需要控制好残值风险 [92][95]

Thierry Dosogne This article analyzes Euroseas Ltd. (NASDAQ:ESEA) 2Q24 earnings results and the company's valuation. On the business side, the company is still enjoying profitable $40k/day contracts landed during the bottlenecks of 2021/22, helping it maintain a $30k/day+ TCE and good profitability. The company's new ships are being chartered at rates ranging from $16k to $25k, aided by conflict in the Red Sea, albeit for short periods. ESEA's contract maturities this year will probably be chartered at good ...

Euroseas Ltd. (ESEA) came out with quarterly earnings of $4.92 per share, beating the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $4.17 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 97.59%. A quarter ago, it was expected that this company would post earnings of $3.02 per share when it actually produced earnings of $2.66, delivering a surprise of -11.92%. Over the last four quarters, the company ...

ATHENS, Greece, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Euroseas Ltd. (NASDAQ: ESEA, the "Company" or "Euroseas"), an owner and operator of container carrier vessels and provider of seaborne transportation for containerized cargoes, announced today its results for the three- and six-month periods ended June 30, 2024. Second Quarter 2024 Financial Highlights: Total net revenues of $58.7 million. Net income of $40.7 million or $5.89 and $5.84 earnings per share basic and diluted, respectively. Adjusted net income1 ...

xefstock 52 Week Range 21.01 42.46 Day Range 36.85 |38.33 EPS (FWD) 10.46 PE (FWD) 3,57 Div Rate (FWD) $2.40 Yield (FWD) 6.41% 0.10% Short Interest Market Cap $262.48M Volume 19,425 Prev. Close $37.42 Exciting Opportunity Euroseas Ltd. (NASDAQ:ESEA) is the smallest, publicly traded, marine cargo shipping company about those we have written in our series for Secking. Alpha. IIs market cap is $261.99M. Euroseas excites us, and we consider the stock a Strong Buy opportunity on dips in the share price. The shar ...

文章核心观点 - 公司将于2024年8月6日发布2024年第二季度财务业绩报告 [1][2] - 公司将于当天上午10点举行电话会议和网络直播,讨论财务业绩 [2][3][4][5] - 公司拥有23艘集装箱船,包括16艘支线集装箱船和7艘中型集装箱船,总运力67,073标准箱 [7] - 公司将在2024年再交付2艘支线集装箱船新建造,届时公司将拥有25艘船舶,总运力72,673标准箱 [7] 公司概况 - 公司成立于2005年5月,由希腊雅典皮塔斯家族的船舶权益整合而成 [7] - 公司在纳斯达克资本市场上市,股票代码为ESEA [7] - 公司的运营由附属公司Eurobulk Ltd.负责,该公司拥有ISO 9001:2008和ISO 14001:2004认证 [7] - 公司采用航次租船和期租的方式运营船舶,并参与船舶池运营 [7] 财务信息 - 公司将于2024年8月6日发布2024年第二季度财务业绩报告 [1][2] - 公司将于当天上午10点举行电话会议和网络直播,讨论财务业绩 [2][3][4][5] - 公司将在网站上提供财报相关的幻灯片文件 [6]

Participants should dial into the call 10 minutes before the scheduled time using the following numbers: 877 405 1226 (US Toll-Free Dial In) or +1 201 689 7823 (US and Standard International Dial In). Please quote "Euroseas" to the operator and/or conference ID 13748264. Click here for additional participant International Toll-Free access numbers. Audio Webcast ‐ Slides Presentation: Euroseas Ltd. was formed on May 5, 2005 under the laws of the Republic of the Marshall Islands to consolidate the ship owning ...

ATHENS, Greece, July 23, 2024 (GLOBE NEWSWIRE) -- Euroseas Ltd. (NASDAQ:ESEA, the "Company" or "Euroseas"))), an owner and operator of container carrier vessels and provider of seaborne transportation for containerized cargoes, announced today a new time charter contract for its 1,740 feeder containership, EM Spetses, for a minimum period of 18 to a maximum period of 20 months at the option of the charterer, at a gross daily rate of $18,100. The charter for EM Spetses will commence in early August 2024, upo ...

ATHENS, Greece, July 08, 2024 (GLOBE NEWSWIRE) -- Euroseas Ltd. (NASDAQ: ESEA, the "Company" or "Euroseas"), an owner and operator of container carrier vessels and provider of seaborne transportation for containerized cargoes, announced today a new time charter contract for its feeder containership, M/V Joanna, built in 1999 with capacity of 1732 teu, for a minimum period of 23 to a maximum period of 25 months at the option of the charterer, at an average gross daily rate of $16,500. The charter for M/V Joa ...

In addition, the Company announced that its M/V EM Astoria, a 2,788 teu feeder containership vessel built in 2004, was successfully delivered to its new owners on June 26, 2024. As previously announced, the vessel was sold for approximately $10 million, resulting in a gain on sale of more than $5.5 million or about $0.80/share and having contributed to the Company total earnings of about $42.8 million since its acquisition in 2017. "We are also pleased to welcome M/V Stephania K in our fleet. The vessel is ...