v3.26.1
BUSINESS AND SEGMENT REPORTING (Tables)
6 Months Ended
Jun. 30, 2026
BUSINESS AND SEGMENT REPORTING [Abstract]  
Schedule of Segment Reporting Information, by Segment

Information about the Company’s reportable segments as of and for the three and six months ended June 30, 2026 and 2025 follows:

Crude

Product

(Dollars in thousands)

Tankers

Carriers

Totals

Three months ended June 30, 2026:

Shipping revenues

$

285,058

$

182,229

$

467,287

Time charter equivalent revenues

253,364

180,823

434,187

Vessel expenses

29,434

34,197

63,631

Charter hire expenses

14,278

908

15,186

Depreciation and amortization

18,497

21,192

39,689

Loss on disposal of vessels and other assets, net

31

12

43

Adjusted income from vessel operations

191,155

124,526

315,681

Adjusted total assets at June 30, 2026

1,398,663

1,189,565

2,588,228

Three months ended June 30, 2025:

Shipping revenues

$

103,799

$

91,842

$

195,641

Time charter equivalent revenues

98,908

89,914

188,822

Vessel expenses

30,015

37,406

67,421

Charter hire expenses

3,673

5,954

9,627

Depreciation and amortization

18,746

22,603

41,349

Loss/(gain) on disposal of vessels and other assets, net

141

(11,370)

(11,229)

Adjusted income from vessel operations

46,474

23,951

70,425

Adjusted total assets at June 30, 2025

1,300,733

1,049,370

2,350,103

Crude

Product

(Dollars in thousands)

Tankers

Carriers

Totals

Six months ended June 30, 2026:

Shipping revenues

$

476,512

$

316,251

$

792,763

Time charter equivalent revenues

437,639

313,793

751,432

Vessel expenses

59,831

64,839

124,670

Charter hire expenses

18,773

4,109

22,882

Depreciation and amortization

38,472

41,784

80,256

Gain on disposal of vessels and other assets, net

(52,582)

(35,546)

(88,128)

Adjusted income from vessel operations

320,563

203,061

523,624

Adjusted total assets at June 30, 2026

1,398,663

1,189,565

2,588,228

Expenditures for vessels and vessel improvements

370

122,503

122,873

Payments for drydocking

19,754

13,631

33,385

Six months ended June 30, 2025:

Shipping revenues

$

191,802

$

187,233

$

379,035

Time charter equivalent revenues

183,537

183,627

367,164

Vessel expenses

58,433

76,016

134,449

Charter hire expenses

6,509

12,263

18,772

Depreciation and amortization

37,449

43,605

81,054

Gain on disposal of vessels and other assets, net

(9,880)

(11,370)

(21,250)

Adjusted income from vessel operations

81,146

51,743

132,889

Expenditures for vessels and vessel improvements

996

99,882

100,878

Payments for drydocking

4,800

38,651

43,451

Reconciliation of Revenue from Segments to Consolidated

Reconciliations of time charter equivalent (“TCE”) revenues of the segments to shipping revenues as reported in the condensed statements of operations follow:

Three Months Ended June 30,

Six Months Ended June 30,

(Dollars in thousands)

2026

2025

2026

2025

Shipping revenues

$

467,287

$

195,641

$

792,763

$

379,035

Less: Voyage expenses

(33,100)

(6,819)

(41,331)

(11,871)

Time charter equivalent revenues

$

434,187

$

188,822

$

751,432

$

367,164

Reconciliation of Operating Income from Before Income Taxes to Consolidated

Reconciliations of total adjusted income from vessel operations of the segments to income before income taxes, as reported in the condensed consolidated statements of operations follow:

Three Months Ended June 30,

Six Months Ended June 30,

(Dollars in thousands)

2026

2025

2026

2025

Total adjusted income from vessel operations of all segments

$

315,681

$

70,425

$

523,624

$

132,889

Other operating revenues

2,443

4,343

General and administrative expenses

(16,604)

(12,165)

(25,915)

(25,382)

Other operating expenses

(129)

(122)

(267)

(217)

(Loss)/gain on disposal of vessels and other assets, net

(43)

11,229

88,128

21,250

Consolidated income from vessel operations

301,348

69,367

589,913

128,540

Holding gain on previously held equity interest

3,919

Other income

4,137

2,040

6,755

3,884

Interest expense

(10,561)

(9,761)

(19,520)

(21,213)

Income before income taxes

$

294,924

$

61,646

$

581,067

$

111,211

Reconciliation of Assets from Segment to Consolidated

Reconciliations of total assets of the segments to amounts included in the condensed consolidated balance sheets follow:

(Dollars in thousands)

June 30, 2026

June 30, 2025

Adjusted total assets of all segments

$

2,588,228

$

2,350,103

Corporate unrestricted cash and cash equivalents

159,397

148,807

Short-term investments

250,000

Other unallocated amounts

21,317

24,305

Consolidated total assets

$

3,018,942

$

2,523,215