Costamare Inc.

NYSE:CMRE Rapport sur les actions

Capitalisation boursière : US$2.1b

Costamare Croissance future

Future contrôle des critères 0/6

Les revenus et les bénéfices de Costamare devraient diminuer respectivement de 2.7% et de 7.8% par an, tandis que le BPA devrait croître de diminuer de 10.4% par an.

Informations clés

-7.8%

Taux de croissance des bénéfices

-10.40%

Taux de croissance du BPA

Shipping croissance des bénéfices0.1%
Taux de croissance des recettes-2.7%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour05 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Seeking Alpha Apr 01

Costamare: Protected In The Near Term, Pressured In The Medium Term

Summary Costamare appears stable due to a $3.5B revenue backlog and high fleet utilization, but underlying cyclicality persists. CMRE's growth supercycle has ended; future returns hinge on normalized charter rates and global trade, with limited upside and downside. Revenue is heavily concentrated, with 75% from the top five customers, amplifying renegotiation and default risks in adverse conditions. I give a Hold rating: backlog and dividends provide near-term support, but total return (~-2%) is unattractive for new positions. Read the full article on Seeking Alpha
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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 Alpha
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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 Alpha
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse Jun 16

Is Costamare (NYSE:CMRE) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse May 29

Costamare Inc. (NYSE:CMRE) Stock Catapults 28% Though Its Price And Business Still Lag The Market

The Costamare Inc. ( NYSE:CMRE ) share price has done very well over the last month, posting an excellent gain of 28...

Prévisions de croissance des bénéfices et des revenus

NYSE:CMRE - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2028793257390N/A1
12/31/2027826319153N/A2
12/31/2026819321195N/A2
3/31/2026866340N/AN/AN/A
12/31/2025878371242544N/A
9/30/20252,085300106555N/A
6/30/20252,086315173543N/A
3/31/20252,055292301543N/A
12/31/2024888382430538N/A
9/30/20241,159386404562N/A
6/30/20241,334331226513N/A
3/31/20241,738307120432N/A
12/31/2023848493125331N/A
9/30/20231,28244592303N/A
6/30/20231,171499310370N/A
3/31/20231,095550437465N/A
12/31/20221,114524520582N/A
9/30/20221,132491220623N/A
6/30/20221,059490-88607N/A
3/31/2022935459-349550N/A
12/31/2021794404-526466N/A
9/30/2021629270-297369N/A
6/30/2021521180-103310N/A
3/31/20214661356278N/A
12/31/2020460-22172274N/A
9/30/2020466-13161283N/A
6/30/2020481-2192282N/A
3/31/2020487103189270N/A
12/31/201947868N/A250N/A
9/30/201946052N/A209N/A
6/30/201942730N/A181N/A
3/31/201940115N/A147N/A
12/31/201838037N/A141N/A
9/30/201837522N/A152N/A
6/30/201838535N/A160N/A
3/31/201840046N/A181N/A
12/31/201741252N/A192N/A
9/30/201742238N/A202N/A
6/30/201743935N/A205N/A
3/31/201745349N/A222N/A
12/31/201646861N/A221N/A
9/30/2016480110N/A235N/A
6/30/2016486124N/A244N/A
3/31/2016490132N/A247N/A
12/31/2015490126N/A245N/A
9/30/2015489121N/A242N/A
6/30/2015490125N/A249N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de CMRE devraient diminuer au cours des 3 prochaines années ( -7.8% par an).

Bénéfices vs marché: Les bénéfices de CMRE devraient diminuer au cours des 3 prochaines années ( -7.8% par an).

Croissance élevée des bénéfices: Les bénéfices de CMRE devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Les revenus de CMRE devraient diminuer au cours des 3 prochaines années ( -2.7% par an).

Croissance élevée des revenus: Les revenus de CMRE devraient diminuer au cours des 3 prochaines années ( -2.7% par an).


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de CMRE devrait être élevé dans 3 ans


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 07:13
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Costamare Inc. est couverte par 11 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Garrett ChaseBarclays
Donald McLeeBerenberg
Kenneth HoexterBofA Global Research