Equity Profile

STNG

Scorpio Tankers Inc.

EnergyOil & Gas Storage & Transportation$3.9B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

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.

$1.83

Revenue

Total revenue reflects the company's ability to secure contracts and operate efficiently in the oil and gas transportation market.

$206M

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

STNG Q2-2026 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 global energy logistics, which is vital as demand for oil and gas fluctuates with economic conditions and geopolitical events.

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 Q1-2026, Scorpio Tankers reported an EPS of $3.02, exceeding estimates by 10.74%. The stock reacted positively, gaining 4.02% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Scorpio Tankers to report strong earnings, with a consensus EPS of $1.83. Given the company's recent performance, there is optimism about continued profitability.

Bull Case

If Scorpio Tankers beats earnings expectations again, it could signal strong demand for oil transportation and lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about market conditions and operational challenges, leading to a stock decline.

Key Metrics to Watch

EPS

$1.83

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

Revenue

$206M

Total revenue reflects the company's ability to secure contracts and operate efficiently in the oil and gas transportation market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $1.83?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive market reaction.

What insights will management provide regarding revenue stability at $206M?

Understanding revenue drivers will be crucial for assessing future growth potential and market positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Scorpio Tankers' ability to capitalize on rising oil prices, which could lead to higher-than-expected earnings.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational management.

Recent trends in oil prices suggest increased demand for transportation services, which may not be fully reflected in current estimates.

Key Risk

If the company reports an EPS significantly above $1.83, it could challenge the current market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Scorpio Tankers can maintain its profitability amid fluctuating oil prices and demand.

Bull Confirmed If

An EPS of $2.00 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.50 would support the bear case, raising concerns about market demand and operational efficiency.

Pre-Earnings Positioning

Options Market

Implied Move

±21.74%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a significant move around the earnings report, indicating uncertainty or potential volatility.

Options are pricing ±21.7% while STNG has averaged ±2.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

32.7%

Calls (42K)P/C Ratio: 0.22Puts (37K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Scorpio Tankers beats expectations, history suggests a potential stock increase of around 0.31%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop based on past performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on contract renewals or new contracts secured in the oil transportation sector.
2Management's outlook on oil demand and pricing trends for the upcoming quarters.
3Insights into operational efficiencies and cost management strategies.
4Discussion on any geopolitical factors affecting oil transportation.
5Any changes in fleet utilization rates or new acquisitions planned.

See the full picture

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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.

$1.83

Revenue

Total revenue reflects the company's ability to secure contracts and operate efficiently in the oil and gas transportation market.

$206M

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

STNG Q2-2026 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 Q1-2026, Scorpio Tankers reported an EPS of $3.02, exceeding estimates by 10.74%. The stock reacted positively, gaining 4.02% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Scorpio Tankers to report strong earnings, with a consensus EPS of $1.83. Given the company's recent performance, there is optimism about continued profitability.

Bull Case

If Scorpio Tankers beats earnings expectations again, it could signal strong demand for oil transportation and lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about market conditions and operational challenges, leading to a stock decline.

Key Metrics to Watch

EPS

$1.83

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

Revenue

$206M

Total revenue reflects the company's ability to secure contracts and operate efficiently in the oil and gas transportation market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $1.83?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive market reaction.

What insights will management provide regarding revenue stability at $206M?

Understanding revenue drivers will be crucial for assessing future growth potential and market positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Scorpio Tankers' ability to capitalize on rising oil prices, which could lead to higher-than-expected earnings.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational management.

Recent trends in oil prices suggest increased demand for transportation services, which may not be fully reflected in current estimates.

Key Risk

If the company reports an EPS significantly above $1.83, it could challenge the current market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Scorpio Tankers can maintain its profitability amid fluctuating oil prices and demand.

Bull Confirmed If

An EPS of $2.00 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.50 would support the bear case, raising concerns about market demand and operational efficiency.

Pre-Earnings Positioning

Options Market

Implied Move

±21.74%

Historical Avg

±2.3%

Pricing rich

The options market is pricing in a significant move around the earnings report, indicating uncertainty or potential volatility.

Options are pricing ±21.7% while STNG has averaged ±2.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

32.7%

Calls (42K)P/C Ratio: 0.22Puts (37K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Scorpio Tankers beats expectations, history suggests a potential stock increase of around 0.31%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop based on past performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on contract renewals or new contracts secured in the oil transportation sector.
2Management's outlook on oil demand and pricing trends for the upcoming quarters.
3Insights into operational efficiencies and cost management strategies.
4Discussion on any geopolitical factors affecting oil transportation.
5Any changes in fleet utilization rates or new acquisitions planned.