业绩总结 - 2024年第二季度调整后的EBITDA为1.24亿美元[4] - 调整后的净收入为1.07亿美元，每股收益为3.11美元[4] - Q2-24净收入为196,493千美元，较Q1-24下降25,319千美元[20] - Q2-24的调整后净收入为106,970千美元，较Q1-24下降25,377千美元[20] - Q2-24的自由现金流为120,131千美元[22] 用户数据 - 自由现金流（FCF）的盈亏平衡点约为每天1.5万美元[4] - 每增加5000美元的收入预计将每年产生2.36美元的自由现金流每股收益[4] - 每增加5000美元的现货运费，预计将使年自由现金流收益增加3.6%[13] 市场展望 - 预计2024年和2025年全球石油需求将分别增长约150万桶/日[9] - OPEC+宣布将于2024年10月开始解除220万桶/日的自愿减产[9] - 2024年预计将是自1988年以来新油轮交付的最低年份，船厂的满载率高达80%[11] 新产品与技术研发 - Trans Mountain Pipeline扩建项目自5月中旬开始运营，提供了新的Aframax需求来源[4] 费用与支出 - Q2-24的时间租船费用为19,670千美元，较Q1-24略有增加[20] - Q2-24的航运费用为100,097千美元，较Q1-24减少16,434千美元[20] - Q2-24的管理费用为13,959千美元，较Q1-24减少116千美元[20] - Q2-24的利息支出为979千美元，较Q1-24减少2,763千美元[20] - Q3-24预计干船坞相关的费用约为120万美元[18] 其他信息 - 宣布每股固定季度股息为0.25美元[4] - 2024年总的计划停航天数为697天，其中包括567天的现货油轮停航[23] - Q3-24的Suezmax和Aframax现货船舶可用天数分别为2061天和1928天，已预定比例分别为40%和41%[8] - Q3-24预计净收入将减少约194个净收入天，主要由于257个现货天的减少和63个固定天的增加[18]

财务数据和关键指标变化 - 公司第二季度总调整后EBITDA为1.24亿美元,较上一季度的1.51亿美元有所下降 [7] - 公司报告调整后净收益为1.07亿美元或每股3.11美元,较上一季度的1.32亿美元或每股3.96美元有所下降 [7] 各条业务线数据和关键指标变化 - 公司的中型油轮几乎全部在强劲的现货市场上运营,高度的经营杠杆使公司继续产生大量收益和自由现金流 [8] 各个市场数据和关键指标变化 - 中型原油油轮现货运价在第二季度保持强劲和稳定,连续第三个季度平均超过每天4万美元 [12] - 第三季度到目前为止,公司苏伊士型和阿芙拉型油轮的平均运价分别为每天4.08万美元和4.53万美元,远高于去年同期 [14] 公司战略和发展方向及行业竞争 - 公司出售了2艘较老的船舶,并以7050万美元购买了一艘2021年建造的现代化阿芙拉型油轮 [10] - 公司延长了一艘租入的阿芙拉型油轮的租期12个月,并以每天4.975万美元出租了一艘阿芙拉型油轮12个月 [11] - 公司认为未来2-3年内油轮供给将保持较低水平,加上需求增长,预计油轮现货运价将保持强劲 [23] - 公司客户也认为未来中期油轮市场将保持强劲,正在增加对3年期以内油轮的租船需求 [23] 管理层对经营环境和未来前景的评论 - 公司认为油轮供需基本面持续向好,预计未来几年油轮市场将保持强劲 [15][21][22][23] - 公司对第三季度的油轮现货运价前景保持乐观 [14] 其他重要信息 - 跨山管道扩建项目的启动为阿芙拉型油轮带来了额外需求,支撑了第二季度的运价 [9][16][17] - 红海地区对商船的持续攻击导致船舶需要绕道好望角,增加了产品油轮的远程航行,带动了LR2油轮的运价上涨 [18][19] 问答环节重要的提问和回答 问题1 **Omar Nokta 提问** 公司是否会更积极地进行收购,还是会更谨慎一些? [27][28][29][30] **Kevin Mackay 回答** 公司将以谨慎和有度的方式进行船舶更新,不会大规模更新船队。公司会根据资产价格水平和自由现金流的情况,选择性地进行收购和出售。 [28][29][30] 问题2 **Adam Roszkowski 提问** 公司如何看待LR2油轮转向清洁油品运输对阿芙拉型油轮市场的影响? [36][37] **Kevin Mackay 回答** LR2油轮是一种可以在原油和清洁油品之间灵活切换的资产,公司也会根据收益情况来部署这些船舶。短期内LR2油轮转向清洁油品运输可能会对阿芙拉型油轮市场产生一定支撑,但从长期来看,这种转换是正常的市场变化。 [37] 问题3 **Adam Roszkowski 提问** 跨山管道项目对公司的吨海里需求预期有何影响? [38][39] **Christian Waldegrave 回答** 跨山管道项目目前每月为阿芙拉型油轮带来约20个装载,未达到每天1个装载的满负荷水平。随着项目逐步达产,预计未来会进一步增加阿芙拉型油轮的吨海里需求。公司将密切关注项目发展对油轮市场的影响。 [39]

HAMILTON, Bermuda, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Teekay Corporation (Teekay or the Company) (NYSE:TK) today reported results for the three months ended June 30, 2024. The full earnings release is available on the Company's website here. About Teekay Teekay is a leading provider of international crude oil marine transportation and other marine services. Teekay provides these services directly and through its controlling ownership interest in Teekay Tankers Ltd. (NYSE: TNK), one of the world's largest own ...

HAMILTON, Bermuda, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Teekay Corporation (Teekay or the Company) (NYSE:TK) today reported results for the three months ended June 30, 2024. The full earnings release is available on the Company's website here. About Teekay Teekay is a leading provider of international crude oil marine transportation and other marine services. Teekay provides these services directly and through its controlling ownership interest in Teekay Tankers Ltd. (NYSE: TNK), one of the world's largest own ...

HAMILTON, Bermuda, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Teekay Tankers Ltd. (Teekay Tankers or the Company) (NYSE: TNK) today reported the Company's results for the quarter ended June 30, 2024 and announced that its Board of Directors has declared a cash dividend of $0.25 per share for the quarter ended June 30, 2024. The cash dividend is payable on August 23, 2024 to all shareholders of record as at August 12, 2024. The full earnings release and earnings presentation are available on the Company's website her ...

Teekay Tankers plans to host a conference call on Thursday, August 1, 2024 at 11:00 a.m. (ET) to discuss its results for the second quarter of 2024. All shareholders and interested parties are invited to listen to the live conference call by choosing from the following options: Accompanying Teekay Tankers Second Quarter 2024 Earnings Presentation will also be available at www.teekay.com in advance of the conference call start time. Teekay is a leading provider of international crude oil marine transportatio ...

Alexey Bakharev It's hard to find niches of the global stock market that have outperformed the stout 1-year return on the S&P 500. While large-cap US equities, as measured by the S&P 500 Trust ETF (SPY) are up 27% from year-ago levels, one transportation-focused fund is higher by 36% with dividends included. The US Global Sea to Sky Cargo ETF (SEA) has posted big performance gains despite the media's spotlight continuing to be on AI and tech. One of the fund's biggest positions, Teekay Tankers (NYSE:TNK), h ...

Table of Contents Securities for which there is a reporting obligation pursuant to Section 15(d) of the Act. None ____________________________________ Indicate the number of outstanding shares of each of the issuer's classes of capital or common stock as of the close of the period covered by the annual report. 91,006,182 shares of Common Stock, par value of $0.001 per share. Indicate by check mark whether the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes ¨ No ...

Jon Chappell - Evercore Omar Nokta - Jefferies Nathan Ho - Bank of America the current order book and assumes very conservative levels of ship recycling, we project that less than 1% fleet growth in 2024 and 2025, and negative fleet growth in 2026. Stewart, if I can start where you left off, on the creating significant shareholder value and strategic optionality. Should we think about this 1Q '24 eight remaining vessels on sale and leaseback kind of the clearing event? You've generated a ton of cash. The ne ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 under the Securities Exchange Act of 1934 Date of Report: April 25, 2023 Commission file number 1-12874 TEEKAY CORPORATION (Exact name of Registrant as specified in its charter) 4th Floor, Belvedere Building 69 Pitts Bay Road Hamilton, HM 08, Bermuda (Address of principal executive office) Indicate by check mark whether the registrant files or ...