Dorian LPG Ltd. 2026 Q4 - Results - Earnings Call Presentation (NYSE:LPG) 2026-05-21
Dorian LPG Ltd. (NYSE: LPG) reported strong Q4 2026 results, with EPS of $1.89 beating estimates by $0.68 and revenue of $151.91 million surpassing expectations by $33.92 million, representing a 104.89% year-over-year increase. The company published a slide deck in conjunction with its earnings call. This article provides access to the earnings summary, insights, and transcript.
Dorian LPG Ltd. (NYSE:LPG) Q4 2026 Earnings Call Transcript
Dorian LPG Ltd. (NYSE: LPG) reported strong Q4 2026 earnings, beating expectations with an EPS of $1.89 against a projected $1.41. The company highlighted its strong financial position, including significant free cash flow and strategic capital allocation balancing shareholder distributions, debt reduction, and fleet investment, such as the delivery of a new dual-fuel VLGC and the sale of an older vessel for a gain. Discussions also covered the volatile VLGC freight market, specifically the impacts of geopolitical events like the Middle East conflict and Panama Canal transit issues, which led to higher rates and recalibrated trade lanes.
Dorian LPG Ltd. Stock 12‑Month Price Target Raised to $45, Implies 6% Downside
Analysts have raised the 12-month average price target for Dorian LPG Ltd. stock from $44.5 to $45, based on estimates from seven analysts. This updated target implies a potential 6% downside from the May 20 closing price. Despite the implied downside, the consensus rating remains a “Buy,” with six out of seven analysts recommending a Buy and one a Hold.
Dorian LPG Fiscal 2026 Results: Revenue Surge Amid Middle East Conflict - News and Statistics
Dorian LPG Ltd. announced strong financial results for the fiscal year ended March 31, 2026, reporting $481.5 million in revenue and a net income of $193.7 million, with adjusted EBITDA reaching $305.1 million. The company's performance was significantly bolstered by a surge in demand and freight rates, especially in the first quarter of 2026, driven by geopolitical tensions and disruptions in the Middle East that redirected global LPG trade flows. Despite increased charter hire and administrative expenses, the company saw substantial growth in its time charter equivalent rate and revenues, coupled with a decrease in daily vessel operating expenses.
Dorian LPG Ltd. Stock 12‑Month Price Target Raised to $42.75, Implies 1% Upside
Dorian LPG Ltd.'s average stock price target has been raised by analysts from $42.12 to $42.75, with forecasts ranging from $36 to $50 per share. This new target implies a 1% potential upside based on the closing price of May 19, and the consensus rating from 8 analysts remains "Buy." Investors can find more detailed price target data and analyst recommendations on the Forecasts tab and News Flow.
Dorian LPG expects cash cost per day of approximately $26,000 as it completes $24.2M Corsair repurchase
Dorian LPG anticipates a cash cost per day of around $26,000 following its repurchase of Corsair Series A Convertible Preferred Shares for $24.2 million. This move is expected to enhance shareholder value and optimize the company's financial structure.
Dorian LPG Q4 2026: Revenue Hits $153.3M, Up 102% Year-Over-Year
Dorian LPG Ltd. (NYSE: LPG) reported strong Q4 2026 results, with adjusted earnings of $1.89 per share, exceeding the $1.48 consensus estimate by 27.7%. The company's revenue surged 102.0% year-over-year to $153.3 million, driven by favorable market conditions in the LPG transportation sector. Despite the impressive results, the stock saw a modest 1.0% increase, a reaction that may indicate investors had partially anticipated strong performance or were taking profits.
Dorian LPG Ltd. (LPG) Sees 7.9% Pre-Market Surge Ahead of Nvidia Earnings
Dorian LPG Ltd. (LPG) experienced a 7.9% pre-market surge ahead of Nvidia's earnings, driven by positive market sentiment in the energy sector. The company, an international liquefied petroleum gas shipping operator, has a GF Score of 81/100, indicating strong potential for long-term returns, good profitability, and growth. Despite insider selling activity, its P/E ratio suggests a reasonable valuation.
Press Release: Dorian LPG Ltd. Announces Fourth Quarter and Fiscal Year 2026 Financial Results
Dorian LPG Ltd. announced its financial results for the fourth quarter and fiscal year ended March 31, 2026. The company will host a conference call and webcast to discuss these results. Details for accessing the call and webcast are provided, including dial-in numbers and a replay option.
LPG Stock Jumps As Dividend And Analyst Upgrade Fuel Rally
Dorian LPG Ltd. (LPG) stock surged by 12.29% due to strong global LPG shipping demand, a one-time $1.00 per-share cash dividend, and a "Buy" rating with a $42 price target from Jefferies. The company's robust fundamentals, including high margins and a solid balance sheet, support the rally, while an upcoming Q4 and full-year earnings release adds to trader interest. The addition of Christopher J. Wiernicki to the board also reflects a forward-thinking approach to governance and technology.
Earnings call transcript: Dorian LPG beats Q4 2026 expectations
Dorian LPG reported strong Q4 2026 earnings, surpassing analyst expectations with an EPS of $1.89 and revenue of $153.5 million, significantly beating forecasts. The company's stock rose over 11% post-earnings, reflecting investor confidence in its operational efficiency and strategic fleet enhancements. Management discussed capital allocation, focusing on shareholder returns, debt reduction, and future fleet investments, while acknowledging the volatile market conditions and geopolitical risks affecting shipping routes and costs.
Dorian LPG stock soars 12% on fourth quarter earnings beat
Dorian LPG Ltd. (NYSE:LPG) reported strong fourth-quarter results, exceeding analyst expectations for both earnings and revenue, leading to a 12% jump in its stock price. The liquefied petroleum gas carrier operator benefited from a robust freight market, particularly due to Middle East supply disruptions, and saw significant increases in its time charter equivalent rate and net income. The company also announced an irregular cash dividend of $1.00 per share and completed the sale of a VLGC for $81.9 million.
Dorian LPG Ltd Announces Advance In Q4 Bottom Line
Dorian LPG Ltd (LPG) reported a significant increase in its Q4 profit, with earnings totaling $81.01 million or $1.90 per share, a substantial rise from $8.09 million or $0.19 per share in the previous year. Excluding certain items, adjusted earnings were $80.44 million or $1.89 per share. The company's revenue also saw a strong increase of 102.0% to $153.27 million from $75.89 million year-over-year.
Assessing Dorian LPG (LPG) Valuation After The Irregular US$1.00 Per Share Cash Dividend
Dorian LPG (LPG) recently declared an irregular US$1.00 per share cash dividend, returning US$42.8 million to shareholders. Despite strong share price momentum with a 71.0% year-to-date return, the most followed narrative suggests Dorian LPG is 27% overvalued, with a fair value of $33.33 compared to its last close of $42.32, though its P/E ratio appears more balanced relative to the industry. The company's investments in energy efficiency and decarbonization targets are noted as potential future benefits.
Dorian LPG: Fiscal Q4 Earnings Snapshot
Dorian LPG Ltd. (LPG) reported a profit of $81 million, or $1.90 per share (adjusted to $1.89), for its fiscal fourth quarter. The liquified petroleum gas shipping company had revenues of $153.3 million ($151.9 million adjusted). For the full fiscal year, Dorian LPG posted a profit of $193.7 million, or $4.54 per share, with total revenue reaching $476 million.
Dorian LPG (LPG) Set to Release Q4 Earnings Amid Strong LPG Shipping Demand
Dorian LPG (NYSE: LPG) is poised to release its Q4 and full-year fiscal 2026 financial results, with analysts forecasting a significant EPS increase of 348.1% year-over-year. Despite strong operational performance driven by high LPG shipping demand, GuruFocus indicates the stock is overvalued by 40.9% compared to its GF Value™ and trades at a higher P/E ratio than its historical median, suggesting caution for investors. Insider selling further points to potential concerns about the stock's current valuation.
Dorian LPG stock hits 52-week high at 41.82 USD By Investing.com
Dorian LPG (LPG) stock reached a new 52-week high of $41.82, trading just below this peak at $41.78. The company has shown strong performance with an 85% 1-year price return and a 72% year-to-date gain, reflecting robust growth and investor confidence. Additionally, Dorian LPG declared an irregular cash dividend of $1.00 per share, expanded its board with Christopher J. Wiernicki, and received a "Buy" rating from Jefferies with a $42.00 price target.
Dorian LPG stock hits 52-week high at 41.82 USD By Investing.com
Dorian LPG Ltd. (NYSE: LPG) stock reached a new 52-week high of $41.82, reflecting an 85% one-year price return and 72% year-to-date gain. The company recently declared an irregular cash dividend of $1.00 per share and expanded its board of directors. Jefferies initiated coverage with a Buy rating and a $42.00 price target, citing growth in U.S. LPG exports.
Dorian LPG stock hits 52-week high at 41.82 USD
Dorian LPG's stock reached a 52-week high of $41.82, driven by strong performance with an 85% 1-year return and a 72% year-to-date gain. The company recently declared a $1.00 per share dividend and expanded its board of directors. Jefferies initiated coverage with a Buy rating and a $42.00 price target, citing growth in U.S. LPG exports.
Dorian LPG (LPG) Q4 2026 Preview: EPS Est. $1.32, Reports May 20
Dorian LPG Ltd. is expected to report Q4 2026 earnings of $1.32 per share on revenue of $118.0 million on May 20. Analyst estimates for EPS range from $0.88 to $1.65, indicating significant uncertainty, with the EPS consensus shifting down 9.0% over the last 30 days but up 18.9% over the past 90 days. Investors will focus on time-charter coverage, spot market rates, fleet utilization, U.S. LPG export volumes, and capital allocation including dividends.
Price-Driven Insight from (LPG) for Rule-Based Strategy
This article provides a price-driven insight for Dorian Lpg Ltd. (NYSE: LPG) using AI models, indicating strong sentiment across all horizons supporting an overweight bias. It outlines three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strengths and support/resistance levels.
Do These 3 Checks Before Buying Dorian LPG Ltd. (NYSE:LPG) For Its Upcoming Dividend
Dorian LPG Ltd. (NYSE:LPG) is set to trade ex-dividend in four days, with a trailing yield of 8.0%. The company's dividend payout ratio is 86% of profit and 78% of free cash flow, indicating sustainability, though limited reinvestment could slow future earnings growth. While earnings per share have grown by 6.4% over five years, dividend payments have decreased by 4.4% annually in the same period, suggesting a need for investors to consider underlying risks and growth prospects.
Don't Buy Dorian LPG Ltd. (NYSE:LPG) For Its Next Dividend Without Doing These Checks
Dorian LPG Ltd. (NYSE:LPG) is set to go ex-dividend in four days, with an upcoming dividend of US$1.00 per share, resulting in an 8.0% trailing yield. While the dividend is covered by both profits (86% payout ratio) and free cash flow (78% payout ratio), providing a degree of sustainability, the company's dividend has declined by 4.4% per annum over the past five years. Although earnings per share have grown by 6.4% annually, the high payout ratio suggests limited reinvestment for future growth, making the dividend prospects less optimistic without further growth projects.
Gas carrier owner Dorian LPG schedules May 20 earnings call
Dorian LPG Ltd. (NYSE: LPG) will announce its unaudited financial results for the fourth quarter and fiscal year ended March 31, 2026, on Wednesday, May 20, 2026, before market open. The company will host a conference call on the same day at 10:00 a.m. ET to discuss the results, which will also be available via a live webcast. A replay will be accessible shortly after the call until May 27, 2026.
Dorian LPG’s One-Off US$1 Dividend Could Be A Game Changer For DorianG (LPG)
Dorian LPG recently declared an irregular cash dividend of US$1.00 per share, totaling US$42.80 million, to be paid on May 28, 2026. This one-off dividend highlights the company's approach to returning excess capital to investors and its financial priorities. The article explores how this dividend impacts Dorian LPG's investment profile amidst volatile LPG freight markets and tightening environmental regulations.
LPG SEC Filings - Dorian Lpg Ltd 10-K, 10-Q, 8-K Forms
This page on Stock Titan offers a comprehensive resource for Dorian LPG Ltd. (LPG) SEC filings, including annual 10-K reports, quarterly 10-Q statements, 8-K material events, and insider trading forms. It provides detailed insights into the company's LPG shipping operations, financial condition, and corporate governance. The platform also offers AI-powered summaries of complex sections, impact scoring, and sentiment analysis for these regulatory disclosures.
DorianG (NYSE:LPG) - Stock Analysis
This article provides a detailed stock analysis of Dorian LPG Ltd. (NYSE:LPG), highlighting its current market valuation, future growth prospects, past performance, financial health, and dividend information. It includes recent news, analyst ratings, insider transactions, and price performance, indicating that the stock is currently overvalued by some analysts despite strong recent returns and a forecast decline in earnings over the next three years. The company recently announced an irregular special dividend.
Dorian LPG Ltd. Plans Special Dividend of $1.00 (NYSE:LPG)
Dorian LPG Ltd. (NYSE:LPG) declared a special dividend of $1.00 per share payable to stockholders of record on May 18th, with payment scheduled for May 28th. The announcement comes as the company reported quarterly EPS of $1.11, missing estimates by $0.06, despite a 48.7% year-over-year rise in revenue and a 29.88% net margin. Analysts currently have a "Hold" rating on the stock with an average price target of $42.00.
Press Release: Dorian LPG Ltd. Declares Irregular Cash Dividend of $1.00 Per Share
Dorian LPG Ltd. announced an irregular cash dividend of $1.00 per share of its common stock. The ex-dividend date is May 21, 2026, the record date is May 22, 2026, and the payment date is on or about June 5, 2026. This declaration was approved by the company's Board of Directors.
Dorian LPG Ltd. Declares Irregular Cash Dividend of $1.00 Per Share
Dorian LPG Ltd. announced an irregular cash dividend of $1.00 per share, totaling approximately $42.8 million in capital returned to shareholders. The dividend is payable on or about May 28, 2026, to shareholders of record as of May 18, 2026. The company, a leading owner and operator of modern VLGCs, emphasized that dividend declarations are at the discretion of its Board of Directors and subject to various financial and operational factors.
Dorian LPG Declares Irregular Special Cash Dividend Payout
Dorian LPG (LPG) has declared an irregular cash dividend of $1.00 per share, totaling approximately $42.8 million to be paid on or about May 28, 2026. The company emphasized that future dividends are not guaranteed and will depend on various factors including financial performance and board discretion. This move highlights Dorian LPG’s current financial strength and capital-return strategy.
$42.8M payout: Dorian LPG (LPG) sets $1.00 irregular dividend
Dorian LPG Ltd. (LPG) announced an irregular cash dividend of $1.00 per share, totaling approximately $42.8 million. The dividend is payable on or about May 28, 2026, to shareholders of record as of May 18, 2026. The company emphasized that this is an irregular dividend and future declarations will depend on various factors including financial condition and operating results.
Dorian LPG Ltd. Declares Irregular Cash Dividend of $1.00 Per Share
Dorian LPG Ltd. (NYSE: LPG) has announced an irregular cash dividend of $1.00 per share, which will return approximately $42.8 million to shareholders. The dividend is scheduled to be paid around May 28, 2026, to shareholders on record as of May 18, 2026. The company, a major owner and operator of modern ECO very large gas carriers, emphasized that all dividend declarations are subject to the Board of Directors' discretion based on various financial and operational factors.
Dorian LPG Ltd. Declares Irregular Cash Dividend, Payable on or About May 28, 2026
Dorian LPG Ltd. announced an irregular cash dividend of $1.00 per share, amounting to approximately $42.8 million returned to shareholders. The dividend is scheduled to be paid on or about May 28, 2026, to shareholders of record as of May 18, 2026.
Dorian LPG Appoints Christopher J. Wiernicki to Board, Expands Director Roster
Dorian LPG Ltd. has appointed Christopher J. Wiernicki as a Class I director, expanding its board to nine members. Wiernicki brings over four decades of experience in the marine and offshore sectors, including a 32-year tenure at American Bureau of Shipping where he served as chairman and CEO. His expertise in safety standards, risk management, digitalization, and decarbonization is expected to be valuable as Dorian LPG navigates evolving industry dynamics and environmental regulations.
Dorian LPG Appoints Christopher J. Wiernicki to Board of Directors
Dorian LPG Ltd., an owner and operator of very large gas carriers, has appointed Christopher J. Wiernicki as a Class I director, expanding its board to nine members. Wiernicki brings four decades of experience in the marine and offshore sectors, including a long tenure as chairman and CEO of the American Bureau of Shipping. His expertise in maritime safety, risk management, and decarbonization is expected to support Dorian LPG's fleet modernization and operational strategy as the company navigates evolving industry demands.
Dorian LPG Expands Board, Adds Veteran Maritime Executive
Dorian LPG has expanded its board of directors from eight to nine members, appointing Christopher J. Wiernicki as a Class I director, effective May 5, 2026. Wiernicki, a veteran maritime executive with decades of experience, is expected to enhance Dorian LPG's safety, fleet modernization, and leadership in the global LPG market, particularly with his expertise in technology and decarbonization. Analysts maintain a Buy rating on Dorian LPG (LPG) stock with a $42.00 price target, and TipRanks' AI Analyst, Spark, also rates LPG as "Outperform" due to its strong financial performance and attractive valuation.
Shipping veteran Christopher Wiernicki joins Dorian LPG board
Dorian LPG Ltd. has appointed Christopher J. Wiernicki, a veteran with 40 years of marine and offshore expertise and former CEO of the American Bureau of Shipping, to its board of directors. Mr. Wiernicki's experience in safety, risk management, digitalization, and decarbonization is expected to benefit Dorian LPG's strategic planning and fleet modernization efforts. His appointment increases the board size from eight to nine directors.
Veteran ABS leader joins Dorian LPG (NYSE: LPG) board
Dorian LPG Ltd. announced that its board of directors has expanded from eight to nine members, appointing Christopher J. Wiernicki as a Class I director effectively immediately. Wiernicki brings 40 years of marine and offshore experience, including a 32-year tenure at the American Bureau of Shipping (ABS) where he served as chairman and CEO. This strategic appointment is expected to enhance Dorian LPG's focus on safety, risk management, digitalization, and decarbonization within its VLGC fleet operations.
Christopher Wiernicki appointed to Dorian LPG board as Class I director
Dorian LPG has appointed Christopher Wiernicki as a Class I director, expanding its board from eight to nine members. This appointment became effective on May 5, 2026, following the increase in board size to fill the resulting vacancy. The information is based on an SEC filing by Dorian LPG.
Dorian LPG (NYSE:LPG) Hits New 1-Year High - Time to Buy?
Dorian LPG (NYSE:LPG) recently hit a new 52-week high of $39.63, with its stock trading up to $39.4550. While its Q4 2025 revenue of $119.96 million beat estimates, EPS of $1.11 missed the consensus. Analyst ratings are mixed, with a consensus "Hold" but an average price target of $42.00, suggesting potential upside.
(LPG) Price Dynamics and Execution-Aware Positioning
This article, published on Stock Traders Daily, analyzes Dorian Lpg Ltd. (NYSE: LPG) stock. It highlights strong sentiment supporting an overweight bias, outlines multi-timeframe signal analysis, and provides institutional trading strategies including position, momentum breakout, and risk hedging strategies, along with corresponding entry zones, targets, and stop losses. The analysis suggests elevated downside risk due to the absence of additional long-term support signals.
Director Ted Kalborg receives 6,543 Dorian LPG (NYSE: LPG) shares
Dorian LPG director Ted Kalborg was granted 6,543 common shares as equity compensation for his service as a non-employee director. This award, valued at $175,833 based on a blended volume-weighted average price of $26.8726, increases his direct holdings to 81,721 common shares. The transaction, filed as a Form 4, reflects compensation rather than a purchase.
Dorian LPG (LPG) director Mark H. Ross receives 6,039-share equity grant
Dorian LPG director Mark H. Ross was granted 6,039 common shares on March 31, 2026, as compensation for his service as a non-employee director. This grant, valued at $163,334 based on a blended volume-weighted average price of $27.0425, increases his direct holdings to 8,837 common shares. The transaction was reported in a Form 4 filing, indicating an acquisition or award rather than a market purchase or sale.
Director Christina Tan receives 6,499 DORIAN LPG (LPG) shares as compensation grant
DORIAN LPG director Christina Tan was granted 6,499 common shares valued at $175,000 as compensation for her service as a non-employee director and committee member. This award was calculated using a volume-weighted average price of $26.9235 for the year ending March 31, 2026. Following this transaction, Tan directly holds 103,776 common shares in DORIAN LPG.
Dorian LPG (LPG) director Marit Lunde receives 6,499-share equity grant
Dorian LPG director Marit Lunde received an equity grant of 6,499 common shares as compensation for her service. This grant, valued at $175,000, was calculated based on the year-end volume weighted average price of $26.9235 per share. Following this transaction, Lunde now directly holds 18,603 common shares in the company.
Director at Dorian LPG (NYSE: LPG) granted 6,684 common shares as pay
Dorian LPG director Thomas Malcolm McAvity was granted 6,684 common shares as equity compensation for his non-employee director service and involvement in board committees. This grant, valued at $180,000 based on a blended volume weighted average price of $26.9274, increased his direct holdings to 67,445 common shares. The transaction was reported in a Form 4 filing, indicating it was a compensation award rather than an open-market purchase.
Dorian LPG stock hits 52-week high at 38.92 USD
Dorian LPG Ltd stock has reached a 52-week high of $38.92, driven by a 91% one-year total return and 59% year-to-date gains. Despite this strong performance, which includes a P/E ratio of 13.5 and a market cap of $1.62 billion, InvestingPro suggests the stock might be overvalued. The company recently missed Q3 2026 earnings expectations but received a 'Buy' rating from Jefferies with a $42 price target, largely due to the U.S.'s role as a major LPG exporter benefiting Dorian LPG's operations.
Jefferies initiates Dorian LPG stock with buy on U.S. export growth
Jefferies has initiated coverage on Dorian LPG Ltd. (NYSE:LPG) with a Buy rating and a price target of $42.00, citing the company's strong position in the Very Large Gas Carrier (VLGC) market which benefits from the U.S. being the largest exporter of LPG. Despite a positive outlook from Jefferies, the stock appears overvalued according to InvestingPro analysis, and the company recently reported third-quarter 2026 earnings that missed analyst expectations for both EPS and revenue. Investors are advised to monitor future financial performance and market evaluations closely.
Dorian LPG (LPG) Initiates Coverage by Jefferies -- Price Target Set at $42
Jefferies has initiated coverage on Dorian LPG (LPG) with a 'Buy' rating and a $42 price target, reflecting a positive outlook on the maritime energy sector company. Despite this bullish sentiment, GuruFocus indicates that LPG is currently overvalued by 20.3% compared to its intrinsic value of $30.44, with a P/E ratio significantly higher than its 5-year median. The company, which operates a fleet of VLGCs, shows strong profitability but less favorable financial strength and valuation metrics, along with recent insider selling activity.
