The earnings call presented a strong financial performance with significant charter coverage, increased dividends, and robust financial health. However, market uncertainties and softening freight rates pose challenges. The highlights significantly outweigh the lowlights, indicating a positive outlook despite external challenges.

Company Guidance -

Q3 2025

During the Global Ship Lease Q2 2025 Earnings Conference Call, the company provided guidance reflecting their strategic positioning in the container shipping market amidst ongoing geopolitical and economic uncertainties. They reported securing nearly $400 million in additional charter coverage in the first half of 2025, effectively mitigating 2025 market exposure and achieving 80% coverage for 2026. The company highlighted a strong forward contracted revenue of $1.73 billion with an average remaining contract cover of 2.1 years. They have also enhanced their financial resilience with a cash position of $511 million and a reduced net debt-to-EBITDA ratio of 0.7x. The company continues to focus on shareholder returns, increasing their annualized dividend to $2.10 per common share and maintaining a $33 million buyback authorization. Their disciplined capital allocation policy and opportunistic ship sales, including a recent contract to sell a vessel for $35.6 million, underscore their approach to managing risk and capitalizing on market opportunities.

Strong Charter Revenue and Coverage

Secured nearly $400 million of additional charter coverage in the first half of 2025, effectively closing out any 2025 market exposure and bringing 2026 coverage to 80%.

Dividend Increase and Shareholder Returns

Increased annualized dividend payment to $2.10 per common share and outperformed the S&P 500 by approximately 4x.

Robust Financial Position

Forward contracted revenues of $1.73 billion with 2.1 years of average remaining contract cover. Cash position of $511 million, of which $80 million is restricted.

Deleveraging and Financial Health

Gross debt has decreased from $950 million at the end of 2022 to under $700 million. Net debt-to-EBITDA now at 0.7x. Weighted average cost of debt reduced to 4.18%.

Successful Asset Sales

Realized a gain of $28.3 million on the sale of 3 older vessels and contracted to sell a fourth vessel for $35.6 million in Q4.

Global Ship Lease (GSL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GSL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	2.37 / -	2.45	―	―	―
Aug 05, 2025	2025 (Q2)	2.31 / 2.62	2.46	6.54% (+0.16)
May 19, 2025	2025 (Q1)	2.33 / 2.65	2.53	4.74% (+0.12)
Mar 05, 2025	2024 (Q4)	2.31 / 2.55	2.49	2.41% (+0.06)
Nov 11, 2024	2024 (Q3)	2.41 / 2.45	2.33	5.15% (+0.12)
Aug 05, 2024	2024 (Q2)	2.30 / 2.46	2.09	17.70% (+0.37)
May 16, 2024	2024 (Q1)	2.27 / 2.53	2.023	25.06% (+0.51)
Mar 04, 2024	2023 (Q4)	2.35 / 2.49	2.14	16.36% (+0.35)
Nov 09, 2023	2023 (Q3)	2.15 / 2.33	2.497	-6.69% (-0.17)
Aug 03, 2023	2023 (Q2)	2.06 / 2.09	1.85	12.97% (+0.24)

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

GSL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$28.59	$29.16	+1.99%
May 19, 2025	$24.58	$25.82	+5.04%
Mar 05, 2025	$20.87	$22.57	+8.15%
Nov 11, 2024	$23.12	$21.88	-5.36%

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 Global Ship Lease Inc (GSL) report earnings?

Global Ship Lease Inc (GSL) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Global Ship Lease Inc (GSL) earnings time?

Global Ship Lease Inc (GSL) earnings time is at Nov 05, 2025, 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 GSL EPS forecast?

GSL EPS forecast for the fiscal quarter 2025 (Q3) is 2.37.

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