Capital Clean Energy (CCEC) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, June 2, 2026 astatine 12:12 PM CDT 25 min read

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DATE

Thursday, March 5, 2026, astatine 8:30 a.m. ET

CALL PARTICIPANTS

• Chairman — Brian Gallagher

• Chief Executive Officer — Gerasimos (Jerry) Kalogiratos

• Chief Commercial Officer — Nikolaos Tripodakis

Full Conference Call Transcript

Brian Gallagher: Thank you, operator. Good greeting oregon day to wherever you are, and convey you for listening to the Capital Clean Energy Carrier's Q4 2025 Earnings Call. As a reminder, we'll beryllium referring to the supporting slides disposable connected our website arsenic we spell done today's presentation. Let's commencement with the highlights connected Slide 4. An exceptionally engaged 4th has continued with consequent events into the existent quarter, but it's pleasing to study the companies proceed to marque advancement connected aggregate fronts. The cardinal highlights from Q4 was our contracting of 3 latest exertion LNG carriers.

This opportunistic transaction illustrated our capableness to enactment with condemnation and velocity and capturing what we judge volition beryllium invaluable and timely additions to our fleet. More details from Jerry connected that aboriginal on. Elsewhere, aboriginal connected successful the 4th -- existent quarter, we invited the Active into our fleet, the world's archetypal 22,000 cubic metre liquid CO2 multi-gas carrier, but we besides said goodbye to different instrumentality vas arsenic we pressed connected with our absorption connected state transportation. In presumption of our governance and ongoing absorption connected sustainability, the institution was pleased to summation accreditation from CDP successful our archetypal submission to that peculiar platform.

Finally, the LNG shipping spot marketplace had a robust if short-lived upturned during Q4 with freight rates touching $100,000 per day. This is an encouraging diagnostic for the aboriginal improvement and imaginable net powerfulness from the sector, and determination are immoderate cardinal underlying trends, which volition necessitate information and they'll beryllium covered aboriginal connected successful the presentation. We are acutely alert of the existent and fast-moving dynamic successful the Middle East, impacting LNG and state shipping sectors, which are Head of Commercial, Nikos Tripodakis, volition supply immoderate thoughts connected aboriginal on. And naturally, absorption volition beryllium disposable to instrumentality questions aft the ceremonial presentation.

Moving backmost to Q4 and our reporting nett income from continued operations for the 4th came successful astatine $28.4 cardinal from which we fulfilled our committedness to a fixed organisation of USD 0.15 dividend per stock to our shareholders, retaining the institution grounds of distributing a currency dividend for each azygous 4th since our listing successful March 2007. With that, I'll manus it implicit to our Chief Executive, Jerry Kalogiratos to tally through, firstly, the fiscal highlights.