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BWBWLP

BW LPG Limited

$BWLP·$2.8B·Marine Shipping·Industrials
$18.10-3.5%YTD+40.4%1Y+47.6%
Mentions · last 7 days
2026-06-11: 5 posts2026-06-12: 7 posts2026-06-13: 0 posts2026-06-14: 1 posts2026-06-15: 4 posts2026-06-16: 3 posts2026-06-17: 1 posts21+5%
Price updated 6h ago·X counts updated 1d ago
BWBWLP
BW LPG Limited$BWLP
$18.10-3.52%21 posts+5%
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

BW LPG Limited is an investment holding company that specializes in global ship ownership and chartering operations. The company's business is structured into two main divisions: Shipping and Product Services. Its core activity involves the worldwide transportation of liquefied petroleum gas (LPG), primarily serving major oil companies, energy trading firms, and utility providers. Beyond shipping, BW LPG offers a comprehensive range of services, including integrated LPG delivery solutions, wholesale trading of LPG, and various management services. The company maintains and operates a substantial fleet, which includes both dedicated LPG vessels and numerous Very Large Gas Carriers (VLGCs). Established in 1935, and headquartered in Singapore, the company was formerly known as BW Gas LPG Holding Limited before rebranding to BW LPG Limited in September 2013.

Industry overviewAI analysisGenerated by AI from underlying data

Where Marine Shipping sits in its cycle right now — and what that implies for $BWLP.

Marine Shipping · Industrials

Crude tanker spot rates are tightening as Middle East supply route extensions add ton-miles per cargo barrel, compressing effective fleet supply; dry bulk rates are stabilising as Chinese iron ore restocking demand and firm steel output support Capesize bookings. Longer sea lanes — not fleet size — are the structural earnings lever.

See how Marine Shipping shapes $BWLP

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $BWLP's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
Free, forever. No credit card.

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+17.6%YTD
+16.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
15.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
19.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 2, 2026$1.08$1.13-4.4%
Q4 2025Mar 3, 2026$0.69$0.60+14.4%
Q3 2025Dec 2, 2025$0.38$0.57-33.8%
Q2 2025Aug 26, 2025$0.23$0.26-12.3%
Next earningsFri, Aug 28·consensus EPS $1.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$842.0M-7.1%33.3%26.4%$1.09$146.9M
Q4 FY25$732.7M-10.3%23.6%16.0%$0.69$166.0M
Q3 FY25$954.2M+17.1%13.2%7.5%$0.38$117.1M
Q2 FY25$1.1B+20.7%11.0%5.9%$0.23$13.4M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.1B – $1.2B$3.82$3.28 – $4.324
FY27$772.8M$618.3M – $899.4M$1.83$1.57 – $2.075
FY28$719.8M$641.1M – $792.6M$1.61$1.38 – $1.821
FY29$404.8M$360.6M – $445.8M-$0.91-$1.03 – -$0.782

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+18.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.645-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $BWLP is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
+ 24 other (18 6-Ks · 3 3s · 2 13Gs · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BW LPG: I Timed The Dip Perfectly, Now What (Rating Upgrade)seekingalpha.com·3d ago13 Lucky Dogs: June Graham Value All-Stars (GVAS)seekingalpha.com·15d agoBW LPG: The Rally Was Earned, And The Dividend Case Still Holdsseekingalpha.com·16d agoBW LPG Exits Investment in Confidence Petroleum India Following Sale of 8.50% Equity Stakebusinesswire.com·16d agoBW LPG Limited (BWLP) Q1 2026 Earnings Call Transcriptseekingalpha.com·17d ago

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Voices on X · last 7 days

No standout posts about $BWLP on X in the last 7 days.

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