Energy·Oil & Gas Storage & Transportation·$4.0B
Scorpio Tankers Inc (STNG) operates in the energy sector, specifically focusing on the transportation and storage of oil and gas. With a market cap of $4 billion, the company plays a crucial role in the global energy supply chain, especially as demand for oil transportation fluctuates with geopolitical and economic changes.
EPS
Earnings per share (EPS) is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
Revenue figures provide insight into the company's sales performance and overall market demand for its services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
7Q
EPS Beat Rate
88%
Avg EPS Surprise
+18.07%
Avg Stock Reaction
+0.03%
In Q4-2025, Scorpio Tankers reported an EPS of $1.62, exceeding expectations by 18.25%. However, the stock experienced a decline of 3.03% the following day.
Management Promises & Guidance
Analysts expect Scorpio Tankers to report strong earnings this quarter, with a consensus EPS of $2.64. The company has a history of beating earnings estimates, which could lead to positive market reactions.
Bull Case
If Scorpio Tankers exceeds the EPS estimate, it could signal strong demand for oil transportation services, potentially boosting investor confidence and stock price.
Bear Case
Conversely, if the company misses earnings expectations, it may indicate weakening demand or operational challenges, leading to a negative market reaction.
EPS
$2.64Earnings per share (EPS) is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
$274MRevenue figures provide insight into the company's sales performance and overall market demand for its services.
The print will turn on these two things.
Q1
Will Scorpio Tankers' EPS exceed the consensus estimate of $2.64?
A strong EPS could reinforce the company's growth trajectory and boost investor confidence.
Q2
What insights can management provide about demand trends in the oil transportation sector?
Understanding market demand will be crucial for assessing future revenue potential and operational strategy.
Why consensus could be wrong
The consensus may underestimate Scorpio Tankers' ability to capitalize on rising oil demand, as recent geopolitical tensions could drive higher freight rates.
Supporting Evidence
The company has consistently beaten EPS estimates in recent quarters, suggesting stronger operational performance than anticipated.
Recent trends in oil prices indicate a potential increase in demand for transportation services, which could boost revenue beyond current forecasts.
Key Risk
If the EPS comes in below $2.50, it could undermine the bullish narrative surrounding demand for oil transportation.
Pre-commit to what would confirm each case.
The market is focused on profitability and demand trends, making these thresholds critical for the stock's future performance.
Bull Confirmed If
An EPS of $2.80 or higher would confirm strong demand and operational efficiency.
Bear Confirmed If
An EPS below $2.50 would raise concerns about weakening demand and operational challenges.
Implied Move
±N/A
No options market data is available to gauge market expectations for stock movement.
Cross-company pattern from 30 similar setups.
Prior-quarter beat setup in Energy
n=30Fade rate: 10 of 21 (48%)
This setup has occurred 30 times across Energy in the last 2 years. 10 of 21 faded and 11 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 2.6%, with a raw directional average of +0.9% (modestly positive historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Scorpio Tankers beats expectations, history suggests the stock could see a modest increase, confirming strong demand and operational strength.
In-Line / Cautious
If results are in line with expectations, the market may react cautiously, focusing on management's commentary for future guidance.
Miss
If the company misses earnings expectations, history suggests a potential decline in stock price, reflecting concerns about demand and operational issues.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
PARAMOUNT SKYDANCE C Class B
May 4, 2026