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Dorian LPG's Q1 Earnings Round the Corner: What's in Store?

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Key Takeaways

  • LPG Q1 EPS estimate is $0.61, down 51.6% year over year; revenue estimate is $86.5M, down 24.4%.
  • Tariffs, supply-chain disruptions, and lower charter rates may weigh on Q1 results.
  • Higher vessel operating expenses could pressure margins, though LPG demand remains a support.

Dorian LPG (LPG - Free Report)  is scheduled to report its first-quarter fiscal 2026 results on Friday, before market open.

The Zacks Consensus Estimate for the June-quarter earnings is pegged at 61 cents per share, implying a 51.6% decrease from the year-ago quarter’s reported number. The estimate has remained stable over the past seven days.

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The Zacks Consensus Estimate for revenues is pegged at $86.5 million, indicating a downside of 24.4% from the year-ago quarter’s actuals.

Given this backdrop, let us examine the factors likely to influence MIR’s first-quarter results

We expect Dorian LPG’s results in the first quarter of fiscal 2026 to be hurt by the tariff-induced uncertainties. Lingering supply chain-related disruptions are also likely to hurt results. Geopolitical and environmental woes represent further challenges.

Reduced average time charter equivalent rates are likely to have hurt LPG’s top line in the to-be-reported quarter. Vessel operating expenses are likely to have been high, hurting the bottom line in the to-be-reported quarter. However, the increased demand for liquefied petroleum gases is a positive and might have aided first-quarter performance.

Q1 Earnings Whispers for LPG

Our proven model does not conclusively predict an earnings beat for LPG this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings beat, which is not the case here.

The company's Earnings ESP is 0.00%. This is because the Most Accurate Estimate is currently in line with the Zacks Consensus Estimate.

LPG currently sports a Zacks Rank #1.

You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks to Consider

Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.

Expeditors International of Washington (EXPD - Free Report) is scheduled to report second-quarter 2025 earnings on Aug. 5. It has an Earnings ESP of +0.11% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for second-quarter 2025 revenues and earnings are pegged at $2.4 billion and $1.24 per share, respectively. EXPD’s earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average surprise being 13.3%.

GXO Logistics (GXO - Free Report) has an Earnings ESP of +8.33% and a Zacks Rank #3 at present. GXO is scheduled to report second-quarter 2025 earnings on Aug. 5. 

The Zacks Consensus Estimate for second-quarter 2025 revenues and earnings are pegged at $3.1 billion and 56 cents per share, respectively. GXO’s earnings beat the Zacks Consensus Estimate in three of the preceding four quarters, missing the mark once, with the average surprise being 3.9%.


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Expeditors International of Washington, Inc. (EXPD) - free report >>

Dorian LPG Ltd. (LPG) - free report >>

GXO Logistics, Inc. (GXO) - free report >>

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