DHT Holdings, Inc.
Strong FundamentalsStrong FundamentalsRevenue growing 57% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (67 mentions/wk)$18.08-6.8%YTD+49.2%1Y+60.3%
Mentions · last 7 days
61
Price updated 2h ago·X counts updated 1h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $DHT, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Marine Shipping sits in its cycle right now — and what that implies for $DHT.
Marine Shipping
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.
Top industry ETF
$SEAU.S. Global Sea to Sky Cargo ETF
+17.5%YTD
+19.6%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
9.4How 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
16.2%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
50.1%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
-4.2%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
5.5Same 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
29.1%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
47.5%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
0.4Total 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 2026May 5, 2026$1.01$0.62+63.7%
Q4 2025Feb 4, 2026$0.41$0.41+1.1%
Q3 2025Oct 29, 2025$0.28$0.17+60.9%
Q2 2025Aug 6, 2025$0.24$0.23+4.3%
Next earningsWed, Aug 5·consensus EPS $1.10
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$186.5M+57.3%60.4%57.7%$1.02$-64.2M
Q4 FY25$143.9M+9.5%51.2%47.3%$0.41$-132.7M
Q3 FY25$107.3M-24.5%32.5%44.2%$0.28$22.3M
Q2 FY25$128.3M-15.2%37.0%47.0%$0.35$43.7M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$713.7M$659.9M – $767.3M$3.11$2.81 – $3.424
FY27$521.2M$452.9M – $610.4M$1.85$1.36 – $2.406
FY28$478.9M$474.4M – $483.5M$1.62$1.34 – $1.863
FY29$606.3M$560.6M – $651.9M$2.20$1.98 – $2.412
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.0.9×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.88%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.+8.4%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.+28.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
β-0.105-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.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
LincNutri Launches Advanced 10-in-1 DHT Blocker for Women, Elevating the Hair Wellness RoutineDHT Holdings, Inc. announces the results of the 2026 annual meeting of shareholdersDHT: The Strait Of Hormuz Is Open, VLCC Tanker Rates Set To Soar (Upgrade)A Look at DHT Holdings Inc (DHT) After 5.5% Gain -- GF Value $11.88 vs Price $17.57Trump's Hormuz Warning Could Be A Surprise Catalyst For Tanker Stocks
More in Marine Shipping
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · top 6 · last 7 days