Equity Profile

STNG

Scorpio Tankers Inc.

EnergyOil & Gas Storage & Transportation$3.7B

May5Tue

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:45 AM EDT

Scorpio Tankers Inc. Beats on EPS, Stock Up 4.02%

Metric	Actual	Expected	Surprise
EPS	$3.02	$2.64	+10.74%
Revenue	N/A	$274M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Scorpio Tankers Inc. Beats on EPS, Stock Up 4.02%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$3.02	$2.64	+10.74%
Revenue	N/A	$274M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

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.

Company Snapshot

Scorpio Tankers Inc. (STNG) operates in the energy sector, focusing on the transportation and storage of oil and gas....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

$2.64

Revenue

Revenue figures will provide insight into the company's sales performance and overall market demand for its services.

$274M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

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.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+20.49%

Avg Stock Reaction

+0.31%

Last Quarter Recap

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.

Management Promises & Guidance

Expectations

Wall Street Expectations

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

$2.64

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

Revenue

$274M

Revenue figures will provide insight into the company's sales performance and overall market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

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.

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.

Edge

What the Street Is Missing

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.

Edge

Thesis-Break Levels

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.

Pre-Earnings Positioning

Options Market

Implied Move

±8.1%

Historical Avg

±2.3%

Pricing rich

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.

Detail

ATM IV

0.7%

30d HV

37.6%

Calls (201K)P/C Ratio: 0.12Puts (24K)

Preparation

Post-Print Playbook

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.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on global oil demand trends and their impact on operations.
2Insights into cost management strategies and their effectiveness.
3Management's outlook on shipping rates and market conditions.
4Details on any new contracts or partnerships that could drive revenue.
5Comments on potential challenges in the oil and gas transportation sector.

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Company Snapshot

Scorpio Tankers Inc. (STNG) operates in the energy sector, focusing on the transportation and storage of oil and gas....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

$2.64

Revenue

Revenue figures will provide insight into the company's sales performance and overall market demand for its services.

$274M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+20.49%

Avg Stock Reaction

+0.31%

Last Quarter Recap

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.

Management Promises & Guidance

Expectations

Wall Street Expectations

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

$2.64

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

Revenue

$274M

Revenue figures will provide insight into the company's sales performance and overall market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

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.

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.

Edge

What the Street Is Missing

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.

Edge

Thesis-Break Levels

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.

Pre-Earnings Positioning

Options Market

Implied Move

±8.1%

Historical Avg

±2.3%

Pricing rich

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.

Detail

ATM IV

0.7%

30d HV

37.6%

Calls (201K)P/C Ratio: 0.12Puts (24K)

Preparation

Post-Print Playbook

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.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on global oil demand trends and their impact on operations.
2Insights into cost management strategies and their effectiveness.
3Management's outlook on shipping rates and market conditions.
4Details on any new contracts or partnerships that could drive revenue.
5Comments on potential challenges in the oil and gas transportation sector.