Post-earnings recap
Reported
Tue, May 5, 2026
EPS actual
$3.02
EPS est.
$2.73
EPS surprise
+10.74%
1-day move
+4.02%
Scorpio Tankers Inc. reported a strong earnings per share, beating expectations significantly, which likely contributed to the stock's 4.02% increase. However, revenue figures were not disclosed, leaving some uncertainty about overall performance. Investors may view the EPS beat as a positive sign for the company's profitability.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $3.02 | $2.64 | +10.74% |
| Revenue | N/A | $274M | N/A |
No transcript is on record, and the analysis is based on numerical results only.
Scorpio Tankers Inc. (STNG) operates in the energy sector, 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 and gas fluctuates with economic conditions.
Last quarter
In Q4 2025, Scorpio Tankers reported an EPS of $1.62, exceeding expectations by 18.25%. However, the stock fell 3.03% the following day, indicating mixed market reactions despite strong earnings.
EPS beat streak
0Q
EPS beat rate
88%
Avg EPS surprise
+19.08%
Avg 1-day reaction
-0.57%
Analysts expect Scorpio Tankers to report strong earnings driven by robust demand in the oil and gas transportation sector. However, there are concerns about potential volatility in pricing and demand.
Bull case
If Scorpio Tankers exceeds EPS expectations, it could signal strong operational efficiency and a favorable market environment, leading to increased investor confidence.
Bear case
Conversely, if the company misses EPS estimates or shows signs of declining demand, it could raise concerns about future profitability and lead to a negative market reaction.
Key metrics to watch
EPS
$2.64Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.
Revenue
$274MRevenue figures will provide insight into the company's sales performance and overall market demand for its services.
The print will turn on these.
Q1
Will the EPS exceed the consensus estimate of $2.64?
A beat on EPS could indicate strong operational performance and boost investor confidence, while a miss could raise concerns about profitability.
Q2
What are the management's insights on future demand for oil and gas transportation?
Understanding demand trends will be crucial for assessing the company's growth prospects and market positioning.
—
Est. EPS
$0.01
Est. Rev
$918M
Impl. Move
±9.1%
Why consensus could be wrong
The consensus may underestimate the impact of rising global oil demand, which could lead to better-than-expected revenue growth for Scorpio Tankers this quarter.
Supporting evidence
The company's strong historical EPS beat rate of 88% suggests it has a track record of exceeding expectations.
Options pricing indicates a higher expected volatility, which may signal that investors anticipate significant news or changes in market conditions.
Key risk
If the company reports an EPS significantly above $2.64, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The market is debating whether Scorpio Tankers can sustain its recent earnings momentum in a potentially volatile environment.
Bull confirmed if
An EPS of $2.80 or higher would confirm the bull case, indicating strong demand and effective cost management.
Bear confirmed if
An EPS below $2.50 would confirm the bear case, raising concerns about declining profitability.
What the market is pricing for the move.
Implied Move
±8.1%
Historical Avg
±2.3%
The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.
Options are pricing ±9.1% while STNG has averaged ±2.3% over the last 8 prints — setup is pricing rich.
ATM IV
0.7%
30d HV
37.6%
Smart-money positioning from the most recent 13F filings.
Institutional
75.04%
of float
Insider
16.72%
of float
Holders
409
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
4,134,896 sh · $349.4M
8.20%
15.8%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Scorpio Tankers beats expectations, history suggests the stock could rise by around 1.98%, confirming a positive outlook.
In line / cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
Should the company miss expectations, history indicates a potential drop of about 1.75%, reflecting investor disappointment.
The lines on the call that would change the story.
Dimensional Fund Advisors LP
3,161,018 sh · $267.1M
6.27%
1.1%
Two Sigma Investments, LP
1,617,426 sh · $136.7M
3.21%
16.4%
LSV Asset Management
1,596,101 sh · $134.9M
3.17%
-6.2%
FMR, LLC
1,553,865 sh · $131.3M
3.08%
806.8%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.