Overview

* Navios Maritime Partners Q2 2025 revenue of $327.6 mln beats analyst expectations

* Adjusted EBITDA for Q2 2025 beats estimates, reaching $172.6 mln

* Co repurchased 716,575 common units in 2025 for $27.8 mln

Outlook

* Company expects $519.2 mln contracted revenue for H2 2025

* Navios anticipates $706.4 mln contracted revenue for 2026

* Company has fixed 75.2% of available days for H2 2025

* Navios Partners sees average daily charter-out rate of $28,523 for 2026

Result Drivers

* REVENUE DECLINE - Revenue decreased due to lower TCE rates and reduced freight voyage revenue

* FLEET MANAGEMENT - Strategic acquisition of new tankers and sale of older vessels impacted fleet composition

* GLOBAL TRADE PATTERNS - Reshaping of trade patterns due to geopolitical tensions contributed to a healthy shipping market

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $327.56 $309.60

Revenue mln mln (1

Analyst)

Q2 $64.35

Adjusted mln

Net

Income

Q2 Net $69.95

Income mln

Q2 Beat $172.64 $164.90

Adjusted mln mln (1

EBITDA Analyst)

Q2 $178.24

EBITDA mln

Analyst Coverage

* The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the marine freight & logistics peer group is "buy."

* Wall Street's median 12-month price target for Navios Maritime Partners LP ( NMM ) is $65.50, about 31.7% above its August 20 closing price of $44.75

* The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 3 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)