fool.comSep 9$KNOP

KNOT (KNOP) Q2 2026 Earnings Call Transcript

KNOT Offshore Partners LP (KNOP) reported Q2 2026 revenue of $96.8M, up from $92.0M in Q1, driven by higher insurance recoveries and fewer off-hire days. Operating income increased by $0.9M to $15.6M, while net income rose to $3.4M from $2.6M. The company acquired the Hedda Knutsen for $113.0M and secured multiyear charters, improving long-term cash flow visibility. Management highlighted a tightening shuttle tanker market and plans for future acquisitions.

Original reporting

fool.com

Published Sep 9, 2026, 11:00 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 9, 2026, 11:37 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

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KNOT (KNOP) Q2 2026 Earnings Call Transcript — source image — Source · fool.com

Decision brief

The 30-second read

$KNOPBullishHigh

Why it matters

Earnings beat and fleet expansion may drive short‑term price appreciation, but leverage and interest rate risk remain.

Market read

First report of KNOP's Q2 numbers; material for traders focusing on energy logistics and offshore transport.

What to watch

Potential exposure to floating‑rate debt if SOFR rises sharply.

Relevance 8/10Novelty 8/10Timing: Q2 2026 earnings release

Background

KNOT Offshore Partners LP (KNOP) reported its Q2 2026 results, highlighted a $113M Hedda Knutsen acquisition and strong charter backlog.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$KNOPBullishHigh confidence

Context

Q2 2026 earnings call disclosed revenue of $96.8M, operating income $15.6M, adjusted EBITDA $57.6M and a $113M acquisition.

Expected impact

Potential modest price rise as investors price higher cash flow and fleet expansion.

Evidence & confidence

Revenue and earnings beat prior quarter, cash distribution increase, and fleet acquisition improve fundamentals.

Market effects

Sector

Positive signal for shuttle‑tanker and offshore logistics sector as demand tightens.

Regional

Brazil and North Sea markets may see tighter charter rates.

Global

Adds to broader energy logistics narrative, modest global impact.

Counterpoint

What could challenge this read

Higher debt load from acquisition could pressure cash flow if charter rates soften.

Key entities

Executive
Derek Lowe
CEO and CFO providing commentary on results and strategy.
Charter Partner
ENI
Signed multi‑year charters for several vessels.

Read at source ← All news

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KNOT Offshore Partners LP Earnings Release-Interim Results for the Period Ended June 30, 2026

KNOT Offshore Partners LP (KNOP) reported Q2 2026 earnings with $96.8M revenue, $3.4M net income, and $57.6M Adjusted EBITDA. The company declared a $0.075 quarterly distribution and extended charters for several vessels. KNOP also refinanced $225M in debt and acquired the Hedda Knutsen shuttle tanker for $24.4M, subject to adjustments. The fleet operated at 96.8% utilization, and the company has secured 97% charter coverage for H2 2026 and 87% for H2 2027.

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KNOT Offshore Partners LP (KNOP): Financial results for H1 2026

KNOT Offshore Partners LP (KNOP) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 KNOT OFFSHORE PARTNERS LP EARNINGS RELEASE—INTERIM RESULTS FOR THE PERIOD ENDED JUNE 30, 2026 KNOT Offshore Partners LP (NYSE:KNOP): Financial Highlights For the three months ended June 30, 2026 (“Q2 2026”), KNOT Offshore Partners LP (“KNOT Offshore Partners,” “we” o

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KNOT Offshore Partners LP Acquires Hedda Knutsen and Completes $225 Million Loan Refinancing

KNOT Offshore Partners LP (KNOP) acquired Knutsen Canadian Chartering AS, including the shuttle tanker Hedda Knutsen, for $24.4 million. The vessel is chartered to Petrobras until 2034. KNOP also completed a $225 million loan refinancing for five of its vessels, with a balloon payment due in 2031.

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