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Dec 31, 2024

Knot Offshore Partners Q4 2024 Earnings Report

KNOT Offshore Partners reported solid results with strong fleet utilization and robust charter coverage for Q4 2024.

Key Takeaways

The company delivered $91.3 million in revenue and $23.3 million in net income for Q4 2024, driven by high fleet utilization and increased charter activity.

Generated $91.3 million in total revenue, including $5.9 million in insurance proceeds.

Achieved fleet utilization of 98.3%.

Reported $23.3 million in net income and $34.7 million in operating income.

Secured over 94% charter coverage for 2025 and approximately 75% for 2026.

Total Revenue
$91.3M
Previous year: $73M
+25.0%
EPS
$0.68
Previous year: -$0.16
-525.0%
Fleet Utilization
98.3%
Adjusted EBITDA
$63.1M
Available Liquidity
$90.4M
Cash and Equivalents
$66.9M
Previous year: $63.9M
+4.7%

Knot Offshore Partners

Knot Offshore Partners

Forward Guidance

The company anticipates continued strong performance, with significant charter coverage secured and robust demand in key markets.

Positive Outlook

  • 94% charter coverage for the remainder of 2025.
  • 75% charter coverage for 2026.
  • Growing demand in the Brazilian shuttle tanker market.
  • Fleet swap transactions supporting operational efficiency.
  • Positive market signals from new vessel orders backed by long-term charters.

Challenges Ahead

  • Slower market recovery in the North Sea.
  • Continued market imbalance in certain secondary geographies.
  • Potential yard capacity constraints limiting new builds beyond 2027.
  • Uncertainty around timely vessel redeployments and charter commencements.
  • Exposure to interest rate fluctuations and refinancing requirements in 2025.