Safe Bulkers SB Q4 2025 Earnings Call Transcript

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• A $1,000 investment in Netflix on December 17, 2004 would be worth $420,595

  80% confidence

• Minor bulk growth expected at 3.5% to 4.5% in 2026

  80% confidence

• Chinese coal demand projected to fall by 1.5%

  80% confidence

• Global GDP growth expectations for 2026 and 2027 call for growth around 3% with gradual control of inflationary pressures

  80% confidence

• India projected to experience fastest growth among major economies with forecast of 6.4% GDP growth in 2026

  80% confidence

• Supply growth expected to match demand for 2026

  80% confidence

• Stock Advisor's total average return is 901% compared to 194% for the S&P 500

  80% confidence

• Safe Bulkers fleet age is 2.5 years younger than the global fleet average of 12.6 years

  80% confidence

• Dry bulk supply forecast to grow by 2.5% in 2026 and by 3% in 2027 as adjusted for sailing

  80% confidence

• The dry bulk fleet is projected to grow by about 3% in 2026 with fleet growth estimated to be highest for the Panamax and Supramax segments

  80% confidence

• BIMCO forecasts global dry bulk demand growth of 2% to 3% in 2026

  80% confidence

• Coal shipments projected to decline by 1% to 2% in 2026

  80% confidence

• 50% of the dry bulk fleet exceeds 15 years of age

  80% confidence

• The order book now stands at about 11.4% of the current fleet

  80% confidence

• Iron ore shipments expected to grow up to 1% in 2026 and similarly in 2027

  80% confidence

• The Motley Fool has no position in Safe Bulkers stock

  80% confidence

• One-year time charter deals in the market are approaching $18,000 or $19,000 per day for Kamsarmax vessels

  80% confidence

• The company achieved 17 consecutive quarters of positive free cash flow and returned $89 million in common dividends and $75 million in share buybacks

  80% confidence

• Grain shipments estimated to grow by 5% to 6% in 2026, making grains the strongest performing major bulk

  80% confidence

• 80% of Safe Bulkers fleet is Japanese built compared to the global average of roughly 40%

  80% confidence

• Total dry bulk volumes expected to expand by 1% to 2% in 2026 with average sailing distances increasing by 0.5% to 1.5% annually

  80% confidence

• A $1,000 investment in Nvidia on April 15, 2005 would be worth $1,152,356

  80% confidence

• There is no quality tonnage in secondhand market available for sale, most shipyards are fully booked for 2028, requiring deliveries in 2029

  80% confidence

• Global coal demand expected to fall by 1.4% between 2025 and 2027 with coal imports declining by 4%

  80% confidence

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