Costamare Resultados de beneficios anteriores
Pasado controles de criterios 2/6
Costamare ha aumentado sus beneficios a una tasa media anual de 4.8%, mientras que los beneficios de la industria de Shipping han experimentado un descenso de 7.7% anual. Los ingresos han ido creciendo a una tasa media de 4.9% al año. La rentabilidad financiera de Costamare es de 16.5%, y sus márgenes netos son de 39.3%.
Información clave
4.76%
Tasa de crecimiento de los beneficios
5.44%
Tasa de crecimiento del BPA
| Crecimiento de la industria Shipping | 51.92% |
| Tasa de crecimiento de los ingresos | 4.87% |
| Rentabilidad financiera | 16.48% |
| Margen neto | 39.30% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • Jun 11
Costamare: The Business Has Improved, The Relative Case Has Not
Summary Costamare has surged over 70% since my last update on strong containership charter rates but remains less attractive than peers. CMRE boasts highly predictable revenues, with 97% and 94% of the fleet fixed for 2026 and 2027, and $6.2 billion in contracted revenues. Despite long-term charters and a sizable newbuild program, CMRE’s higher leverage and lower dividend yield weaken its relative appeal. I remain neutral on CMRE due to its capital allocation focus on expansion over shareholder returns, especially compared to DAC and ESEA. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 03
CMRE: Rating Upgrades And Dividend Increase Will Support Richer Future P E
Analysts have maintained Costamare's fair value estimate at $21.00. They have made slight adjustments to the discount rate and future P/E assumptions, reflecting updated views on risk and earnings quality following recent rating upgrades from multiple firms.Actualización de narrativa • May 20
CMRE: Higher Fair Value Will Hinge On Richer Future P/E Assumptions
Analysts have raised their fair value estimate for Costamare from $18 to $21, citing adjustments to discount rates, revenue and margin assumptions, as well as updated future P/E expectations reflected in recent upgrades from multiple research firms. Analyst Commentary Recent research updates focus less on short term trading calls and more on how Costamare might execute against current expectations embedded in the new fair value estimate.Actualización de narrativa • Apr 26
CMRE: Fair Value Will Depend On Softer Margins And Ongoing Buyback Pause
Analysts have lifted their Costamare fair value estimate from $17 to $18, pointing to slightly less severe expected revenue contraction, a lower projected profit margin, and a higher assumed future P/E multiple as key drivers behind the updated price target view. What's in the News Costamare reports that from January 1, 2025 to March 31, 2025 it repurchased 0 shares for $0 under its existing buyback program, with total completed repurchases standing at 11,004,510 shares, or 8.93%, for $120.09 million (Key Developments).Actualización de narrativa • Apr 11
CMRE: Fair Value Will Rely On Stable Margins And Paused Buybacks
Analysts have maintained Costamare's fair value estimate at $17.00, with only minimal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. This reflects a broadly unchanged view on the stock's risk and earnings profile.Actualización de narrativa • Mar 28
CMRE: Fair Value Will Depend On Stable Margins And Disciplined Buybacks
Analysts have kept their fair value estimate for Costamare steady at $17.00, reflecting largely unchanged assumptions on the discount rate, revenue trend, profit margin, and forward P/E that together support an unchanged price target narrative. What's in the News Costamare reported that from January 1, 2025 to March 31, 2025, it repurchased 0 shares for $0 million, with cumulative buybacks under the December 1, 2021 program at 11,004,510 shares, or 8.93%, for $120.09 million (Key Developments).Actualización de narrativa • Mar 13
CMRE: Steady Fair Value Will Rely On Stable Margins And P/E
Analysts have maintained their $17.00 price target for Costamare, citing only minor adjustments to assumptions, including a slightly lower discount rate and nearly identical long-term revenue, margin, and P/E inputs. Valuation Changes Fair Value: $17.00 remains unchanged, with the updated model keeping the same headline valuation level.Actualización de narrativa • Feb 26
CMRE: Higher Fair Value Will Balance Margin Compression And Richer Future P/E
Analysts have lifted their Costamare price target from $12.50 to $17.00, citing updated assumptions on revenue contraction, profit margins and a higher future P/E multiple as key drivers of the change. Valuation Changes Fair Value: raised from $12.50 to $17.00, representing a sizeable upward revision in the estimated equity value per share.Actualización de narrativa • Feb 08
CMRE: Lower Required Returns Will Likely Expose Earnings To Multiple Compression
Analysts have trimmed their price target on Costamare to US$12.50 from US$12.50. This reflects slightly lower assumed discount rates and a modestly reduced forward P/E multiple, while keeping fair value estimates unchanged.Actualización de narrativa • Jan 25
CMRE: Elevated Leverage Will Likely Restrain Benefits From Recent Earnings Beat
Analysts have lifted their Costamare price target to $12 from $11, reflecting stronger than expected Q3 revenue and leasing income, while still pointing to higher debt levels and lower free cash flow relative to peers as reasons for a more measured stance. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Q3 beat as evidence that Costamare is executing well on both its containership fleet operations and its leasing platform.Actualización de narrativa • Jan 11
CMRE: Elevated Leverage Will Likely Limit Benefits From Q3 Earnings Beat
Narrative Update on Costamare Analysts have lifted their price target on Costamare by US$1 to US$12, citing a Q3 earnings beat driven by stronger than expected revenues from the containership fleet and income from the leasing platform, while still pointing to relatively higher debt levels and lower free cash flow generation compared with peers. Analyst Commentary Recent research points to a balanced view on Costamare, with some analysts highlighting the earnings beat and others focusing on the capital structure and cash generation profile.Artículo de análisis • Jan 05
Costamare (NYSE:CMRE) Has Announced A Dividend Of $0.115
Costamare Inc. ( NYSE:CMRE ) has announced that it will pay a dividend of $0.115 per share on the 5th of February. This...Actualización de narrativa • Dec 25
CMRE: Elevated Leverage Will Likely Cap Benefits From Containership And Leasing Strength
Analysts have nudged their price target on Costamare up by $1 to $12, citing stronger than expected contributions from the containership fleet and leasing platform, while noting the company still carries relatively higher debt and weaker free cash flow than peers. Analyst Commentary Analysts describe the latest price target increase as a measured recognition of Costamare's execution, rather than a shift to an outright bullish stance.Actualización de narrativa • Dec 11
CMRE: Elevated Leverage Will Constrain Benefits From Containership And Leasing Outperformance
Analysts have modestly raised their price target on Costamare to $12.50 from $12.25, citing stronger than expected revenue and income from its containership fleet and leasing platform, despite ongoing concerns about higher leverage and comparatively weaker free cash flow. Analyst Commentary Bullish Takeaways Bullish analysts highlight the Q3 revenue and income beat from the containership fleet and leasing platform as evidence that Costamare is executing well against expectations.Actualización de narrativa • Nov 27
CMRE: Elevated Debt Burden Will Suppress Earnings Despite Recent Revenue Beat
Analysts have increased their price target for Costamare from $11.15 to $12.25 per share, citing stronger-than-expected quarterly results and improved revenue performance. They continue to note concerns regarding the company's higher debt levels and weaker free cash flow relative to peers.Artículo de análisis • Nov 11
Costamare Inc. (NYSE:CMRE) Stock Rockets 29% But Many Are Still Ignoring The Company
The Costamare Inc. ( NYSE:CMRE ) share price has done very well over the last month, posting an excellent gain of 29...Actualización de narrativa • Nov 06
CMRE: Elevated Debt Ratios Will Weigh On Future Earnings Momentum
Analysts have raised their price target on Costamare by $0.50 to $11.15, citing stronger-than-expected containership revenues and improved leasing income. This comes despite higher debt ratios compared to peers.Actualización de narrativa • Oct 23
Analysts Lift Costamare Price Target Amid Improved Margins and Positive Growth Outlook
Analysts have raised their price target for Costamare from $10.15 to $10.65, citing improved profit margin forecasts and a more favorable growth outlook as supporting factors for the upward revision. What's in the News Costamare Inc.Artículo de análisis • Oct 05
Costamare (NYSE:CMRE) Is Due To Pay A Dividend Of $0.115
Costamare Inc. ( NYSE:CMRE ) has announced that it will pay a dividend of $0.115 per share on the 6th of November. The...Artículo de análisis • Sep 18
Costamare (NYSE:CMRE) Has A Somewhat Strained Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Apr 04
Should You Investigate Costamare Inc. (NYSE:CMRE) At US$9.54?
Costamare Inc. ( NYSE:CMRE ), is not the largest company out there, but it received a lot of attention from a...Artículo de análisis • Jan 25
These 4 Measures Indicate That Costamare (NYSE:CMRE) Is Using Debt Extensively
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Jan 03
Should You Think About Buying Costamare Inc. (NYSE:CMRE) Now?
While Costamare Inc. ( NYSE:CMRE ) might not have the largest market cap around , it received a lot of attention from a...Seeking Alpha • Dec 10
Costamare: Attractive Valuations And A 3.5% Dividend Yield
Summary Initiating coverage on Costamare with a "Buy" rating and an 18–24 month horizon due to attractive valuation and sustainable dividends. Strong fundamentals: robust liquidity, healthy credit metrics, and significant order backlog support the bull thesis and dividend sustainability. Market conditions: macroeconomic headwinds and geopolitical tensions impact rates, but expansionary monetary policies and strong chartering activity provide growth potential. Risks include a deeper global economic slowdown and easing geopolitical tensions, but CMRE's strong fundamentals mitigate these concerns. Read the full article on Seeking AlphaArtículo de análisis • Nov 19
We Like These Underlying Return On Capital Trends At Costamare (NYSE:CMRE)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Artículo de análisis • Oct 24
Costamare (NYSE:CMRE) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Oct 05
Costamare Inc.'s (NYSE:CMRE) Low P/E No Reason For Excitement
With a price-to-earnings (or "P/E") ratio of 5.2x Costamare Inc. ( NYSE:CMRE ) may be sending very bullish signals at...
Nueva narrativa • Sep 24
Overcapacity And Market Volatility Threaten Shipping Giant's Financial Stability
Expansion into larger dry bulk vessels indicates a push for fleet profitability amidst high capital costs and market volatility risks.Artículo de análisis • Sep 14
Is There Now An Opportunity In Costamare Inc. (NYSE:CMRE)?
Costamare Inc. ( NYSE:CMRE ), is not the largest company out there, but it received a lot of attention from a...Artículo de análisis • Aug 23
An Intrinsic Calculation For Costamare Inc. (NYSE:CMRE) Suggests It's 43% Undervalued
Key Insights Costamare's estimated fair value is US$23.55 based on 2 Stage Free Cash Flow to Equity Current share price...Seeking Alpha • Aug 04
Costamare: Potential Bagger, But I Haven't Bought Shares Yet
Summary Higher charter rates and fleet expansion in Q2 2024 increased significantly their voyage revenue and net income. Costamare's strategic initiatives in the next three years, and strong liquidity position, build up my conviction in their long-term growth potential. I believe the company is undervalued based on financial ratios and recent growth, but I anticipate a short-term share price decline. I rate the stock as a Hold, awaiting share price stabilization and potential buybacks before entering a long position. Read the full article on Seeking AlphaArtículo de análisis • Jul 18
Costamare (NYSE:CMRE) Will Pay A Dividend Of $0.115
Costamare Inc. ( NYSE:CMRE ) will pay a dividend of $0.115 on the 6th of August. This means the annual payment will be...Artículo de análisis • Jul 04
Costamare (NYSE:CMRE) Is Paying Out A Dividend Of $0.115
Costamare Inc.'s ( NYSE:CMRE ) investors are due to receive a payment of $0.115 per share on 6th of August. This...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Costamare. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 866 | 340 | 51 | 0 |
| 31 Dec 25 | 878 | 371 | 49 | 0 |
| 30 Sep 25 | 890 | 391 | 49 | 0 |
| 30 Jun 25 | 891 | 406 | 52 | 0 |
| 31 Mar 25 | 636 | 394 | 45 | 0 |
| 31 Dec 24 | 888 | 382 | 53 | 0 |
| 30 Sep 24 | 1,159 | 386 | 58 | 0 |
| 30 Jun 24 | 1,334 | 331 | 64 | 0 |
| 31 Mar 24 | 1,738 | 307 | 81 | 0 |
| 31 Dec 23 | 848 | 493 | 46 | 0 |
| 30 Sep 23 | 1,282 | 445 | 81 | 0 |
| 30 Jun 23 | 1,171 | 499 | 75 | 0 |
| 31 Mar 23 | 1,095 | 550 | 71 | 0 |
| 31 Dec 22 | 1,114 | 524 | 66 | 0 |
| 30 Sep 22 | 1,132 | 491 | 63 | 0 |
| 30 Jun 22 | 1,059 | 490 | 61 | 0 |
| 31 Mar 22 | 935 | 459 | 54 | 0 |
| 31 Dec 21 | 794 | 404 | 46 | 0 |
| 30 Sep 21 | 629 | 270 | 40 | 0 |
| 30 Jun 21 | 521 | 180 | 36 | 0 |
| 31 Mar 21 | 466 | 13 | 34 | 0 |
| 31 Dec 20 | 460 | -22 | 33 | 0 |
| 30 Sep 20 | 466 | -13 | 32 | 0 |
| 30 Jun 20 | 481 | -2 | 32 | 0 |
| 31 Mar 20 | 487 | 103 | 31 | 0 |
| 31 Dec 19 | 478 | 68 | 31 | 0 |
| 30 Sep 19 | 460 | 52 | 30 | 0 |
| 30 Jun 19 | 427 | 30 | 29 | 0 |
| 31 Mar 19 | 401 | 15 | 29 | 0 |
| 31 Dec 18 | 380 | 37 | 29 | 0 |
| 30 Sep 18 | 375 | 22 | 28 | 0 |
| 30 Jun 18 | 385 | 35 | 28 | 0 |
| 31 Mar 18 | 400 | 46 | 28 | 0 |
| 31 Dec 17 | 412 | 52 | 28 | 0 |
| 30 Sep 17 | 422 | 38 | 32 | 0 |
| 30 Jun 17 | 439 | 35 | 32 | 0 |
| 31 Mar 17 | 453 | 49 | 33 | 0 |
| 31 Dec 16 | 468 | 61 | 33 | 0 |
| 30 Sep 16 | 480 | 110 | 33 | 0 |
| 30 Jun 16 | 486 | 124 | 34 | 0 |
| 31 Mar 16 | 490 | 132 | 35 | 0 |
| 31 Dec 15 | 490 | 126 | 36 | 0 |
| 30 Sep 15 | 489 | 121 | 33 | 0 |
| 30 Jun 15 | 490 | 125 | 32 | 0 |
Ingresos de calidad: CMRE tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(39.3%) de CMRE son inferiores a los del año pasado (61.9%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de CMRE han crecido un 4.8% al año en los últimos 5 años.
Acelerando crecimiento: CMRE ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: CMRE tuvo un crecimiento negativo de los beneficios (-13.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Shipping (-14.9%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de CMRE (16.5%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/14 18:12 |
| Precio de las acciones al final del día | 2026/06/12 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Costamare Inc. está cubierta por 11 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Garrett Chase | Barclays |
| Donald McLee | Berenberg |
| Kenneth Hoexter | BofA Global Research |