TORM plc (TRMD) AI Stock Analysis

TORM plc is a product tanker company that specializes in the global transportation of refined oil products and crude oil, including gasoline, jet fuel, and naphtha. Founded in 1889 and headquartered in London, United Kingdom, the company operates an impressive fleet of approximately 85 modern vessels. TORM provides maritime logistics services across the globe to an international clientele composed of oil majors, national oil companies, and independent oil traders, supporting the steady flow of vital energy resources.

Revenue expanded from $619.5M in FY2021 to a peak of $1.56B in FY2024 before declining 10.9% to $1.39B in FY2025. Over the five years from FY2020 to FY2025, revenue achieved a compound annual growth rate of 13.2%. Net income fell from $612.5M in FY2024 to $296.0M in FY2025, with net margin narrowing from 39.3% to 21.3%. However, performance rebounded sharply in the latest quarter ending June 30, 2026, where quarterly revenue surged 110.3% year-over-year and quarterly earnings grew 460.3% year-over-year. For the trailing twelve months, revenue reached $1.76B with diluted EPS of $6.07.

As of June 30, 2026, TORM held $366.9M in cash and short-term investments against total debt of $1.07B, resulting in net debt of $705.4M. Shareholders' equity was $2.54B against total assets of $3.81B, reflecting a debt-to-equity ratio of 0.42 and a current ratio of 2.27. In FY2025, the company generated operating cash flow of $517.6M and free cash flow of $197.6M. Capital allocation in FY2025 included $320.1M dedicated to capital expenditures and $207.2M paid out in dividends.

TORM trades at a trailing price-to-earnings ratio of 6.3x and an EV/EBITDA of 4.6x, compared to medians of 15.0x and 8.0x, respectively, for its US-listed Energy peers. Its forward P/E sits at 12.2x versus the peer median of 12.7x, while its price-to-sales ratio of 2.2x is above the peer median of 1.8x. Over the past year, the stock returned 116.6%, outperforming the 16.8% return of the S&P 500 (SPY). Over a five-year period, the stock gained 869.0% compared to 83.0% for the index.

TORM pays a quarterly dividend with an annualized forward rate of $4.42, representing an 11.57% dividend yield. Dividends have been paid for 5 consecutive years, delivering an annualized 5-year dividend growth rate of 14.0%. The payout ratio stands at 72.1%, and the last ex-dividend date was September 10, 2026.

Consensus among covering analysts stands positive, with 1 Strong Buy, 1 Buy, and no Hold or Sell ratings. The mean price target of $41.50 sits 8.6% above the last close of $38.20. For the fiscal year ending December 31, 2026, analysts forecast EPS of $7.60 on revenue of $1.53B. For the following fiscal year, the lone analyst covering the period expects EPS of $4.32 on revenue of $1.45B. The company beat EPS estimates in 2 of the past 4 quarters, with next earnings scheduled for November 4, 2026.

This page is an AI-written research summary of TORM plc (TRMD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: TRMD income statement, TRMD balance sheet, TRMD key metrics, TRMD analyst forecast, TRMD chart. See the TRMD stock overview for the latest quote and news.