ODF.OL Odfjell
Chemical · Chemical · 48 documents
Odfjell's fleet has no forward estimate this quarter. The fleet's vessel-days are not on file, so there is nothing to price.
Yields annualise each quarter ×4 at the last close, $13.21 (2026-10-19). Our model is not company guidance.
Dividend per share declared · model
Why no forward dividend next step: fleet composition
This page prices a fleet, takes off its cash costs and debt service, and measures what is left against the payout. The step it cannot take today: no fleet composition is on file, so there is no tonnage to price. A fleet snapshot from the latest filing unblocks it.
What is on file:
- realized fleet TCE of $29,486/day in 2026Q2
- 1 declared distributions on file, latest $0.52
Every company's position on the modelling chain, and what each page can and cannot answer yet: coverage.
Market context — rates, the dividend, and the price
Dividend — declared
Solid bars are declared distributions.
Next-quarter fleet TCE: — (fleet TCE: classes have estimates but no vessel-days on file — no vessel-day-weighted fleet mean)
How we got the number
Dividend history & forecast accuracy
| Period | DPS | Kind | Ex-date | Pay date | Source |
|---|---|---|---|---|---|
| 2026-Q2 | $0.52/share | regular | — | — | as of 2026-08-21 read by hand from the filing · high |
Financials & fleet
Latest quarter 2026Q2 2 qtrs old
Fleet model — 2026Q3
Fleet model estimate — not issuer guidance.
| Class | Ships | TC | Spot | % Fixed | Guided $/d | Spot $/d | Blended $/d | Vessel-days | Rev $M |
|---|---|---|---|---|---|---|---|---|---|
| Chemical | 0 | — | — | — | — | — | 29,486 | — | — |
| Total | 0 | — | — | — | |||||
Current quarter — 2026Q4
20/92 days elapsed (22%)
| Class | Ships | TC | Spot | % Fixed | Guided $/d | Current $/d | vs guided | Blended $/d | Rev $M |
|---|---|---|---|---|---|---|---|---|---|
| Chemical | 0 | — | — | — | — | — | — | 29,486 | — |
| Total | 0 | — | — | ||||||
Profit statement highlights
| Line | 2026Q2 | 2026Q1 | YoY Δ |
|---|---|---|---|
| Revenue | $336.8M | $265.9M | — |
| Opex | $54.6M | $53.4M | — |
| Net income | $53.5M | $32.1M | — |
reconciliation: reported figure missing (2026Q2) earnings bridge incomplete — treat income-derived figures as provisional
Full P&L grid — 4 quarters
| Line item | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 |
|---|---|---|---|---|
| Revenue $M | 336.8 | 265.9 | 269.9 | 287.2 |
| Voyage expenses $M | 141.8 | 98.8 | 94.7 | 107.0 |
| Vessel opex $M | 54.6 | 53.4 | 50.2 | 50.6 |
| G&A $M | 18.2 | 20.3 | 23.5 | 20.0 |
| Depreciation $M | 41.7 | 40.1 | 36.3 | 39.3 |
| Interest expense, gross $M | — | — | — | 17.0 |
| Net income $M | 53.5 | 32.1 | 38.0 | 42.8 |
| Declared DPS | 0.52 | — | — | — |
Realized fleet TCE
Realized fleet TCE versus benchmark: 4 points, 2025-07-01 to 2026-04-01; Realized fleet TCE latest 29,486.00.
Benchmark comparison will appear once issuer-printed benchmark data is available.
Guidance & sources
Sources — press, filings & documents
Press & filings by quarter
Recent documents
- mfn 2026-09-09T12:56:00 Odfjell SE: Mandatory notification of trade (2026-09-09)
- mfn 2026-09-09T12:56:00 Odfjell SE: Meldepliktig handel (2026-09-09)
- mfn 2026-09-01T13:44:31 ODF: Rentefastsettelse (2026-09-01) pdf
- mfn 2026-08-26T07:30:04 Odfjell SE: Shares trade ex-dividend USD 0.52 today, August 26, 2026 (2026-08-26)
- mfn 2026-08-26T07:30:00 Odfjell SE: Shares trade ex-dividend USD 0.52 today, August 26, 2026 (2026-08-26)
- mfn 2026-08-21T10:38:00 Key information relating to dividend to be paid by Odfjell SE on 3 September (2026-08-21)
- mfn 2026-08-20T20:00:00 Odfjell SE 2Q26: A strong financial result (2026-08-20) reportpresentation
- mfn 2026-08-20T20:00:00 Odfjell SE 2Q26: Et sterkt finansielt resultat (2026-08-20) reportpresentation
- mfn 2026-08-13T16:00:00 Odfjell SE: Presentation of second quarter 2026 results (2026-08-13)
- mfn 2026-08-13T16:00:00 Odfjell SE: Presentasjon av resultater for andre kvartal 2026 (2026-08-13)
- mfn 2026-06-01T13:53:20 ODF: Ny rente (2026-06-01) pdf
- mfn 2026-05-26T10:00:00 Odfjell SE: Capital Markets Day presentation (2026-05-26) presentationpdf