AP Moller Maersk (AMKBY)
OTHER OTC:AMKBY
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Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.05Last Year’s EPS
0.19Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced / Neutral. The call highlighted robust operational execution (strong volumes, unit-cost declines, high vessel utilization, margin improvement in Logistics & Services, resilient terminals) and the ability to deploy commercial levers to recover rising energy costs. However, meaningful headwinds remain: sharply lower Ocean rates depressed Ocean revenue and produced an Ocean EBIT loss, free cash flow was negative and working capital rose materially, and the industry faces significant overcapacity and an elevated energy-cost shock tied to the Middle East conflict. Management maintained guidance but emphasized a wide range of possible outcomes given timing, demand and capacity risks.Company Guidance
Strong Volumes and Market Growth
Container volumes grew strongly across segments with Ocean delivering above-market growth (~9% cited), Logistics & Services revenue up 8.7% (to $3.8B) and Terminals volume growth of 4.3% (North America +11%). Management reported volumes generally back to pre-conflict levels.
Revenue and Profitability Gains Outside Ocean
Terminals revenue increased 6.7% year-on-year to $1.3B with EBITDA $488M (37.1% margin) and EBIT $436M (33.2% margin). Logistics & Services marked its eighth consecutive quarter of year-on-year EBIT margin improvement, with EBIT of $173M and margin up 0.5 ppt to 4.6%.
Operational Efficiency and Unit Cost Reduction
Ocean unit cost at fixed energy declined ~7% year-on-year (Robert: 7.1% YoY), and since Gemini's inception Maersk reported a sustained ~7% YoY decrease in unit cost at fixed energy. Vessel utilization was high at ~96%, and bunker consumption was down ~5.3% YoY due to network efficiencies.
Solid Group-Level Results and Balance Sheet Strength
Group revenue for Q1 was $13.0B (down 2.6% YoY), EBITDA was $1.8B and EBIT $340M. Maersk ended the quarter with $18.4B cash & deposits and a net cash position of $1.3B after dividends and buybacks, maintaining financial flexibility.
Resilience and Crisis Response
Maersk highlighted operational resilience amid the Middle East conflict: ~6,000 colleagues in affected countries are safe, 6 vessels are temporarily stuck, network modularity (Gemini) allowed isolation of impacted areas and helped limit major volume/service disruptions.
Commercial Actions to Recover Energy Costs
Management reported successful deployment of commercial levers (surcharges and bunker formulas) that are recovering elevated energy costs—management estimates ~$500M extra cost per month being recovered through spot increases and contract measures.
Strategic Investments and Capacity Expansion
Key investments announced/completed: World Gateway 2 automated warehouse in Singapore (~100,000 m2), EUR 1B Bremerhaven upgrade plan, 13.7% stake in Jeddah terminal, Phase 2 completion at Lázaro Cárdenas and other greenfield/expansion investments to secure long-term growth.
Guidance Maintained with Clear Ranges
Despite volatility, full-year guidance was maintained: global container volume growth 2%-4%, underlying EBITDA $4.5B-$7B, underlying EBIT between -$1.5B and +$1.0B, and free cash flow of negative $3B or better. Cumulative CapEx guidance remains $10B-$11B for 2025-26.
AMKBY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AMKBY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $11.89 | $10.93 | -8.12% |
Feb 05, 2026 | $12.41 | $11.91 | -4.05% |
Nov 06, 2025 | $10.22 | $9.75 | -4.63% |
Aug 07, 2025 | $10.06 | $10.55 | +4.89% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AP Moller Maersk (AMKBY) report earnings?
AP Moller Maersk (AMKBY) is schdueled to report earning on Aug 13, 2026, Before Open (Confirmed).
What is AP Moller Maersk (AMKBY) earnings time?
AP Moller Maersk (AMKBY) earnings time is at Aug 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AMKBY EPS forecast?
AMKBY EPS forecast for the fiscal quarter 2026 (Q2) is 0.05.