Global Ship Lease（37H）株式概要Global Ship Lease, Inc.は、その子会社とともに、世界中のコンテナ船会社向けに定額の傭船契約を結んでコンテナ船の所有と傭船を行っている。 詳細37H ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長0/6過去の実績4/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より65.3%で取引されている 過去1年間で収益は0.5%増加しました 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が23.2%上昇するだろうとほぼ一致している。 リスク分析今後3年間の収益は年平均8.2%減少すると予測されている。 不安定な配当実績 すべてのリスクチェックを見る37H Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW502,832 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG502,832 investors already sharing narrativesYour Fair Value€Current Price€34.3088.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-80m757m2016201920222025202620282031Revenue US$643.2mEarnings US$320.6mAdvancedSet Fair ValueView all narrativesGlobal Ship Lease, Inc. 競合他社SLOMAN NEPTUN Schiffahrts-AktiengesellschaftSymbol: HMSE:NEPMarket cap: €123.9mHapag-LloydSymbol: XTRA:HLAGMarket cap: €20.4bHAMMONIA SchiffsholdingSymbol: HMSE:HHXMarket cap: €51.0mEUROKAI GmbH KGaASymbol: DB:EUK3Market cap: €793.2m価格と性能株価の高値、安値、推移の概要Global Ship Lease過去の株価現在の株価US$34.3052週高値US$36.7052週安値US$22.78ベータ0.881ヶ月の変化5.60%3ヶ月変化2.39%1年変化49.52%3年間の変化86.82%5年間の変化122.73%IPOからの変化71.50%最新ニュースReported Earnings • May 24First quarter 2026 earnings released: EPS: US$2.55 (vs US$3.40 in 1Q 2025)First quarter 2026 results: EPS: US$2.55 (down from US$3.40 in 1Q 2025). Revenue: US$198.1m (up 5.5% from 1Q 2025). Net income: US$91.4m (down 24% from 1Q 2025). Profit margin: 46% (down from 64% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 20Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 22nd May 2026 Payment date: 3rd June 2026 Dividend yield will be 6.2%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 78% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 13+ 1 more updateGlobal Ship Lease, Inc. to Report Q1, 2026 Results on May 22, 2026Global Ship Lease, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 22, 2026お知らせ • Apr 28Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2026Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2026, at 10:00 GTB Standard Time.お知らせ • Feb 20Global Ship Lease, Inc. to Report Q4, 2025 Results on Mar 05, 2026Global Ship Lease, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 05, 2026お知らせ • Feb 12Global Ship Lease, Inc. Declares Quarterly Dividend on Class A Shares for the Fourth Quarter of 2025, Payable March 6, 2026Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.625 per Class A common share for the fourth quarter of 2025, to be paid on March 6, 2026 to shareholders of record as of February 24, 2026.最新情報をもっと見るRecent updatesReported Earnings • May 24First quarter 2026 earnings released: EPS: US$2.55 (vs US$3.40 in 1Q 2025)First quarter 2026 results: EPS: US$2.55 (down from US$3.40 in 1Q 2025). Revenue: US$198.1m (up 5.5% from 1Q 2025). Net income: US$91.4m (down 24% from 1Q 2025). Profit margin: 46% (down from 64% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • May 20Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 22nd May 2026 Payment date: 3rd June 2026 Dividend yield will be 6.2%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 78% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 13+ 1 more updateGlobal Ship Lease, Inc. to Report Q1, 2026 Results on May 22, 2026Global Ship Lease, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 22, 2026お知らせ • Apr 28Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2026Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2026, at 10:00 GTB Standard Time.お知らせ • Feb 20Global Ship Lease, Inc. to Report Q4, 2025 Results on Mar 05, 2026Global Ship Lease, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 05, 2026お知らせ • Feb 12Global Ship Lease, Inc. Declares Quarterly Dividend on Class A Shares for the Fourth Quarter of 2025, Payable March 6, 2026Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.625 per Class A common share for the fourth quarter of 2025, to be paid on March 6, 2026 to shareholders of record as of February 24, 2026.お知らせ • Nov 11Global Ship Lease, Inc. Announces Dividend for Third Quarter of 2025, Payable on or About December 4, 2025Global Ship Lease, Inc. declared a dividend of $0.625 per class A common share for the third quarter of 2025, to be paid on or about December 4, 2025 to common shareholders of record as of November 21, 2025.お知らせ • Oct 30Global Ship Lease, Inc. to Report Q3, 2025 Results on Nov 10, 2025Global Ship Lease, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 10, 2025お知らせ • Sep 23+ 1 more updateGlobal Ship Lease, Inc. has filed a Follow-on Equity Offering in the amount of $150 million.Global Ship Lease, Inc. has filed a Follow-on Equity Offering in the amount of $150 million. Security Name: Depositary Shares Security Type: Depositary Receipt (Preferred Security) Transaction Features: At the Market Offeringお知らせ • Aug 05Global Ship Lease, Inc. Announces Dividend for the Second Quarter of 2025, Payable on or About September 4, 2025Global Ship Lease, Inc. declared dividend of $0.525 per Class A common share for the second quarter of 2025, to be paid on or about September 4, 2025 to common shareholders of record as of August 22, 2025.お知らせ • Jul 23Global Ship Lease, Inc. to Report Q2, 2025 Results on Aug 05, 2025Global Ship Lease, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 05, 2025お知らせ • May 14Global Ship Lease, Inc. announces Quarterly dividend, payable on June 03, 2025Global Ship Lease, Inc. announced Quarterly dividend of USD 0.5250 per share payable on June 03, 2025, ex-date on May 23, 2025 and record date on May 23, 2025.お知らせ • May 10Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2025Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2025, at 17:00 GTB Standard Time. Location: 9 irodou attikou street, kifisia, athens, 14561., Greeceお知らせ • May 06Global Ship Lease, Inc. to Report Q1, 2025 Results on May 19, 2025Global Ship Lease, Inc. announced that they will report Q1, 2025 results Pre-Market on May 19, 2025お知らせ • Feb 21Global Ship Lease, Inc. to Report Q4, 2024 Results on Mar 05, 2025Global Ship Lease, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 05, 2025お知らせ • Feb 13Global Ship Lease Declares Dividend for the Fourth Quarter of 2024, Payable on March 6, 2025Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.45 per Class A common share for the fourth quarter of 2024, to be paid on March 6, 2025 to shareholders of record as of February 24, 2025.Declared Dividend • Nov 13Third quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 22nd November 2024 Payment date: 4th December 2024 Dividend yield will be 7.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 14% over the next 2 years. However, it would need to fall by 95% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: US$2.22 (vs US$2.34 in 3Q 2023)Third quarter 2024 results: EPS: US$2.22 (down from US$2.34 in 3Q 2023). Revenue: US$174.1m (flat on 3Q 2023). Net income: US$78.8m (down 4.7% from 3Q 2023). Profit margin: 45% (down from 48% in 3Q 2023). Revenue is forecast to decline by 7.0% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Nov 12Global Ship Lease, Inc. Announces Third Quarter Dividend, Payable on or About December 4, 2024Global Ship Lease, Inc. declared a dividend of $0.45 per Class A common share for the third quarter of 2024, to be paid on or about December 4, 2024 to common shareholders of record as of November 22, 2024. Paid a dividend of $0.45 per Class A common share for the second quarter of 2024 on September 4, 2024.お知らせ • Oct 29Global Ship Lease, Inc. to Report Q3, 2024 Results on Nov 11, 2024Global Ship Lease, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 11, 2024お知らせ • Aug 18Global Ship Lease, Inc. has filed a Follow-on Equity Offering in the amount of $100 million.Global Ship Lease, Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Class A Common Shares Security Type: Common Stock Transaction Features: At the Market OfferingDeclared Dividend • Aug 09Second quarter dividend of US$0.075 announcedShareholders will receive a dividend of US$0.075. Ex-date: 23rd August 2024 Payment date: 4th September 2024 Dividend yield will be 4.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 24% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: US$2.44 (vs US$2.13 in 2Q 2023)Second quarter 2024 results: EPS: US$2.44 (up from US$2.13 in 2Q 2023). Revenue: US$173.5m (up 8.2% from 2Q 2023). Net income: US$85.6m (up 14% from 2Q 2023). Profit margin: 49% (up from 47% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 6.8% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06Global Ship Lease, Inc. Declares Supplemental Dividend on Class A Common Shares for the Second Quarter of 2024, Payable on September 4, 2024Global Ship Lease, Inc. declared a total dividend, including the first payment of the Supplemental Dividend, of $0.45 per Class A common share for the second quarter of 2024, to be paid on September 4, 2024 to common shareholders of record as of August 23, 2024. Paid a dividend of $0.375 per Class A common share for the first quarter of 2024 on June 3, 2024.New Risk • Aug 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.5% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jul 23Global Ship Lease, Inc. to Report Q2, 2024 Results on Aug 05, 2024Global Ship Lease, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 05, 2024お知らせ • May 31Global Ship Lease Announces Introduction of Quarterly Supplemental Dividend for Common ShareholdersGlobal Ship Lease, Inc. announced the introduction of a quarterly supplemental dividend to common shareholders. Recent containership charter market strength is enabling Global Ship Lease to secure higher-than-anticipated cashflows from time charters with longer-than-anticipated durations. As a result, in addition to the sustainable dividend of $0.375 per Class A common share per quarter, commencing with the dividend payable after the release of the Company’s earnings for the second quarter of 2024, Global Ship Lease expects to initiate a supplemental dividend of $0.075 per Class A common share per quarter, an increase of 20%, for as long as conditions are supportive.Reported Earnings • May 19First quarter 2024 earnings released: EPS: US$2.54 (vs US$2.02 in 1Q 2023)First quarter 2024 results: EPS: US$2.54 (up from US$2.02 in 1Q 2023). Revenue: US$179.6m (up 15% from 1Q 2023). Net income: US$89.5m (up 24% from 1Q 2023). Profit margin: 50% (up from 46% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • May 18Global Ship Lease, Inc. Appoints George Giannopoulos as Chief Compliance OfficerGlobal Ship Lease, Inc. announced George Giannopoulos, who has been Head of Internal Audit of the Company since the merger with Poseidon Containers in 2018, has been appointed Chief Compliance Officer.Declared Dividend • May 13Fourth quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 23rd May 2024 Payment date: 3rd June 2024 Dividend yield will be 6.4%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 62% over the next 3 years. However, it would need to fall by 80% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 11Global Ship Lease, Inc. Declares Quarterly Dividend Per Common Share for First Quarter of 2024, Payable on June 3, 2024Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.375 per Class A common share for the first quarter of 2024, to be paid on June 3, 2024 to shareholders of record as of May 24, 2024.お知らせ • May 09Global Ship Lease, Inc. to Report Q1, 2024 Results on May 16, 2024Global Ship Lease, Inc. announced that they will report Q1, 2024 results Pre-Market on May 16, 2024お知らせ • May 05Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2024Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2024, at 10:00 US Eastern Standard Time. Location: office at 9 Irodou Attikou Street, Kifisia Athens Greece Agenda: To elect three Term I Directors to serve until the 2027 Annual Meeting of Shareholders; and to ratify the appointment of PricewaterhouseCoopers S.A., as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024; and to consider transact such other business as may properly come before the Meeting or any adjournment thereof.Reported Earnings • Mar 05Full year 2023 earnings released: EPS: US$8.38 (vs US$7.74 in FY 2022)Full year 2023 results: EPS: US$8.38 (up from US$7.74 in FY 2022). Revenue: US$674.8m (up 12% from FY 2022). Net income: US$295.0m (up 4.1% from FY 2022). Profit margin: 44% (down from 47% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 11% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 23Global Ship Lease, Inc. to Report Q4, 2023 Results on Mar 04, 2024Global Ship Lease, Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 04, 2024Declared Dividend • Feb 19Third quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 21st February 2024 Payment date: 6th March 2024 Dividend yield will be 7.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 27% over the next 2 years. However, it would need to fall by 80% to increase the payout ratio to a potentially unsustainable range.お知らせ • Feb 13Global Ship Lease, Inc. Declares Quarterly Dividend for Fourth Quarter of 2023, Payable on March 6, 2024Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.375 per Class A common share for the fourth quarter of 2023, to be paid on March 6, 2024 to shareholders of record as of February 22, 2024.お知らせ • Dec 08+ 1 more updateGlobal Ship Lease, Inc. Announces Chief Executive Officer ChangesGlobal Ship Lease, Inc. (GSL) announced that Ian Webber, its Chief Executive Officer, has chosen to retire from the CEO role he has held since the Company’s inception in 2007 and will join GSL’s Board of Directors, effective March 31, 2024, expanding the size of the Board to nine members. Thomas Lister, who also joined the Company in 2007 and has held a number of senior executive roles, has been appointed to succeed Mr. Webber as CEO, effective concurrently with Mr. Webber’s retirement. Thomas Lister was part of the management team that took GSL public in August 2008, and has served as Chief Commercial Officer of the Company since then, having also served as Chief Financial Officer from 2017 – 2018 in the lead-up to GSL’s transformational combination with Poseidon Containers. Since 2019, Mr. Lister has also led GSL’s decarbonization initiatives. Prior to joining GSL, he worked in asset finance, banking, and liner shipping. Mr. Lister graduated from Durham University and holds an MBA from INSEAD.Upcoming Dividend • Nov 15Upcoming dividend of US$0.38 per share at 8.4% yieldEligible shareholders must have bought the stock before 22 November 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of German dividend payers (5.1%). Lower than average of industry peers (21%).Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: US$2.34 (vs US$2.44 in 3Q 2022)Third quarter 2023 results: EPS: US$2.34 (down from US$2.44 in 3Q 2022). Revenue: US$179.6m (up 10.0% from 3Q 2022). Net income: US$82.7m (down 7.7% from 3Q 2022). Profit margin: 46% (down from 55% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 4.1% p.a. on average during the next 3 years compared to a 4.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 10Global Ship Lease, Inc. Declares Dividend for the Third Quarter 2023, Payable on December 4, 2023Global Ship Lease, Inc. declared a dividend of $0.375 per Class A common share for the third quarter 2023 to be paid on December 4, 2023 to common shareholders of record as of November 24, 2023. Paid a dividend of $0.375 per Class A common share for the second quarter 2023 on September 5, 2023.お知らせ • Oct 27Global Ship Lease, Inc. to Report Q3, 2023 Results on Nov 09, 2023Global Ship Lease, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 09, 2023Upcoming Dividend • Aug 15Upcoming dividend of US$0.38 per share at 7.5% yieldEligible shareholders must have bought the stock before 22 August 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (17%).お知らせ • Aug 04Global Ship Lease, Inc. Declares Quarterly Dividend, Payable on September 4, 2023Global Ship Lease, Inc. declared a dividend of $0.375 per Class A common share for the second quarter of 2023 to be paid on September 4, 2023 to common shareholders of record as of August 23, 2023.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$2.21 (vs US$1.40 in 2Q 2022)Second quarter 2023 results: EPS: US$2.21 (up from US$1.40 in 2Q 2022). Revenue: US$162.1m (up 13% from 2Q 2022). Net income: US$77.8m (up 53% from 2Q 2022). Profit margin: 48% (up from 35% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is expected to fall by 3.3% p.a. on average during the next 3 years compared to a 8.4% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 73% per year whereas the company’s share price has increased by 69% per year.New Risk • Jul 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risks High level of debt (58% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jul 23Global Ship Lease, Inc. to Report Q2, 2023 Results on Aug 03, 2023Global Ship Lease, Inc. announced that they will report Q2, 2023 results on Aug 03, 2023Upcoming Dividend • May 16Upcoming dividend of US$0.38 per share at 7.8% yieldEligible shareholders must have bought the stock before 23 May 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (17%).Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$2.04 (vs US$1.93 in 1Q 2022)First quarter 2023 results: EPS: US$2.04 (up from US$1.93 in 1Q 2022). Revenue: US$159.3m (up 13% from 1Q 2022). Net income: US$72.2m (up 2.9% from 1Q 2022). Profit margin: 45% (down from 50% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.3% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$8.40 (vs US$4.65 in FY 2021)Full year 2022 results: EPS: US$8.40 (up from US$4.65 in FY 2021). Revenue: US$645.6m (up 60% from FY 2021). Net income: US$302.5m (up 85% from FY 2021). Profit margin: 47% (up from 41% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 1.0% p.a. on average during the next 2 years compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 14Upcoming dividend of US$0.38 per share at 8.0% yieldEligible shareholders must have bought the stock before 21 February 2023. Payment date: 06 March 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (14%).お知らせ • Feb 10Global Ship Lease, Inc. Declares Quarterly Dividend, Payable on March 06, 2023Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.375 per Class A common share for the fourth quarter of 2022, to be paid on March 6, 2023 to shareholders of record as of February 22, 2023.お知らせ • Dec 08Global Ship Lease, Inc., Annual General Meeting, Jan 05, 2023Global Ship Lease, Inc., Annual General Meeting, Jan 05, 2023, at 20:00 E. Europe Standard Time. Location: 3- 5 Menandrou Str., 14561 Kifisia Ahtens Greece Agenda: To approve the adoption of an amendment to the Company's Amended and Restated Articles of Incorporation establishing a quorum for all meetings of shareholders of the Company of one-third (1/3) of the shares, present either in person or by proxy, issued and outstanding and entitled to vote at such meetings.Upcoming Dividend • Nov 16Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 21 November 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 8.1%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (12%).Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: US$2.54 (vs US$1.73 in 3Q 2021)Third quarter 2022 results: EPS: US$2.54 (up from US$1.73 in 3Q 2021). Revenue: US$172.5m (up 51% from 3Q 2021). Net income: US$92.0m (up 46% from 3Q 2021). Profit margin: 53% (down from 55% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 12% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 15Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 02 September 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.5%). Lower than average of industry peers (9.4%).Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$1.48 (vs US$0.83 in 2Q 2021)Second quarter 2022 results: EPS: US$1.48 (up from US$0.83 in 2Q 2021). Revenue: US$154.5m (up 92% from 2Q 2021). Net income: US$54.5m (up 81% from 2Q 2021). Profit margin: 35% (down from 37% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.6%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to €17.50, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 169% over the past three years.Upcoming Dividend • May 16Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 02 June 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.3%). Lower than average of industry peers (8.5%).Reported Earnings • May 10First quarter 2022 earnings released: EPS: US$1.93 (vs US$0.13 in 1Q 2021)First quarter 2022 results: EPS: US$1.93 (up from US$0.13 in 1Q 2021). Revenue: US$153.6m (up 111% from 1Q 2021). Net income: US$70.2m (up US$66.0m from 1Q 2021). Profit margin: 46% (up from 5.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 26%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Hank Mannix was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$4.51 (up from US$1.23 in FY 2020). Revenue: US$448.0m (up 58% from FY 2020). Net income: US$163.2m (up US$141.5m from FY 2020). Profit margin: 36% (up from 7.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 35%, compared to a 27% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to €23.40, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 356% over the past three years.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS US$1.73 (vs US$0.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$138.6m (up 97% from 3Q 2020). Net income: US$62.9m (up 363% from 3Q 2020). Profit margin: 45% (up from 19% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to €19.70, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 176% over the past three years.Upcoming Dividend • Aug 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 03 September 2021. Trailing yield: 5.1%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.8%).Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$0.83 (vs US$0.70 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$82.9m (up 16% from 2Q 2020). Net income: US$30.1m (up 139% from 2Q 2020). Profit margin: 36% (up from 18% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$15.50, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Shipping industry in Europe. Total returns to shareholders of 87% over the past three years.Upcoming Dividend • May 14Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 21 May 2021. Payment date: 03 June 2021. Trailing yield: 6.6%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Reported Earnings • May 11First quarter 2021 earnings released: EPS US$0.31 (vs US$0.035 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$73.0m (up 2.9% from 1Q 2020). Net income: US$5.64m (up US$5.02m from 1Q 2020). Profit margin: 7.7% (up from 0.9% in 1Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$12.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Shipping industry in Europe. Total returns to shareholders of 88% over the past three years.Reported Earnings • Mar 21Full year 2020 earnings released: EPS US$1.23 (vs US$1.48 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$282.8m (up 8.3% from FY 2019). Net income: US$21.7m (up 23% from FY 2019). Profit margin: 7.7% (up from 6.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 05Full year 2020 earnings released: EPS US$2.09 (vs US$1.48 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$282.8m (up 8.3% from FY 2019). Net income: US$37.6m (up 114% from FY 2019). Profit margin: 13% (up from 6.7% in FY 2019). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 12%, compared to a 8.9% growth forecast for the Shipping industry in Germany.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to US$9.65, the stock is trading at a trailing P/E ratio of 13.8x, down from the previous P/E ratio of 18.4x. This compares to an average P/E of 21x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 25%.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 30% share price gain to US$12.40, the stock is trading at a trailing P/E ratio of 17.2x, up from the previous P/E ratio of 13.2x. This compares to an average P/E of 21x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 68%.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$10.80, the stock is trading at a trailing P/E ratio of 15x, up from the previous P/E ratio of 12.8x. This compares to an average P/E of 20x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 43%.Is New 90 Day High Low • Jan 07New 90-day high: €10.00The company is up 52% from its price of €6.60 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.30 per share.Is New 90 Day High Low • Dec 24New 90-day high: €9.10The company is up 85% from its price of €4.92 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.60 per share.Is New 90 Day High Low • Dec 08New 90-day high: €8.65The company is up 96% from its price of €4.42 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.79 per share.Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 18% share price gain to US$7.65, the stock is trading at a trailing P/E ratio of 10.6x, up from the previous P/E ratio of 9x. This compares to an average P/E of 17x in the Shipping industry in Europe. Total returns to shareholders over the past three years were flat.Is New 90 Day High Low • Nov 11New 90-day high: €6.75The company is up 57% from its price of €4.30 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.68 per share.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.76The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$70.5m (up 6.9% from 3Q 2019). Net income: US$13.6m (up 37% from 3Q 2019). Profit margin: 19% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 2.9%, compared to a 2.9% growth forecast for the Shipping industry in Germany.Is New 90 Day High Low • Oct 08New 90-day high: €6.10The company is up 68% from its price of €3.64 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.44 per share.Is New 90 Day High Low • Sep 22New 90-day high: €4.88The company is up 24% from its price of €3.92 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.05 per share.株主還元37HDE ShippingDE 市場7D3.9%4.1%2.0%1Y49.5%16.7%1.2%株主還元を見る業界別リターン: 37H過去 1 年間で16.7 % の収益を上げたGerman Shipping業界を上回りました。リターン対市場: 37H過去 1 年間で1.2 % の収益を上げたGerman市場を上回りました。価格変動Is 37H's price volatile compared to industry and market?37H volatility37H Average Weekly Movement4.6%Shipping Industry Average Movement4.9%Market Average Movement5.5%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.8%安定した株価: 37H 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 37Hの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20077Tom Listerwww.globalshiplease.comGlobal Ship Lease, Inc.は、その子会社とともに、世界中のコンテナ船会社向けに定額の傭船契約を結んでいる。2025年3月10日現在、2,207TEUから11,040TEUまでの中型・小型コンテナ船70隻を所有し、総トン数は404,681TEUである。前身はマラソン・アクイジション社で、2008年8月にグローバル・シップ・リース社に社名変更した。Global Ship Lease, Inc.は2007年に設立され、ギリシャのアテネを拠点としている。もっと見るGlobal Ship Lease, Inc. 基礎のまとめGlobal Ship Lease の収益と売上を時価総額と比較するとどうか。37H 基礎統計学時価総額€1.23b収益（TTM）€330.56m売上高(TTM)€663.16m3.7xPER（株価収益率1.9xP/Sレシオ37H は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計37H 損益計算書（TTM）収益US$757.04m売上原価US$235.37m売上総利益US$521.67mその他の費用US$144.32m収益US$377.35m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）10.47グロス・マージン68.91%純利益率49.85%有利子負債／自己資本比率24.2%37H の長期的なパフォーマンスは？過去の実績と比較を見る配当金6.4%現在の配当利回り23%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/07 18:41終値2026/07/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Global Ship Lease, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Liam BurkeB. Riley Securities, Inc.Fredrik DybwadFearnley SecuritiesOmar NoktaJefferies LLC2 その他のアナリストを表示
Reported Earnings • May 24First quarter 2026 earnings released: EPS: US$2.55 (vs US$3.40 in 1Q 2025)First quarter 2026 results: EPS: US$2.55 (down from US$3.40 in 1Q 2025). Revenue: US$198.1m (up 5.5% from 1Q 2025). Net income: US$91.4m (down 24% from 1Q 2025). Profit margin: 46% (down from 64% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 20Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 22nd May 2026 Payment date: 3rd June 2026 Dividend yield will be 6.2%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 78% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 13+ 1 more updateGlobal Ship Lease, Inc. to Report Q1, 2026 Results on May 22, 2026Global Ship Lease, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 22, 2026
お知らせ • Apr 28Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2026Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2026, at 10:00 GTB Standard Time.
お知らせ • Feb 20Global Ship Lease, Inc. to Report Q4, 2025 Results on Mar 05, 2026Global Ship Lease, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 05, 2026
お知らせ • Feb 12Global Ship Lease, Inc. Declares Quarterly Dividend on Class A Shares for the Fourth Quarter of 2025, Payable March 6, 2026Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.625 per Class A common share for the fourth quarter of 2025, to be paid on March 6, 2026 to shareholders of record as of February 24, 2026.
Reported Earnings • May 24First quarter 2026 earnings released: EPS: US$2.55 (vs US$3.40 in 1Q 2025)First quarter 2026 results: EPS: US$2.55 (down from US$3.40 in 1Q 2025). Revenue: US$198.1m (up 5.5% from 1Q 2025). Net income: US$91.4m (down 24% from 1Q 2025). Profit margin: 46% (down from 64% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 8.2% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to grow by 2.1%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 20Fourth quarter dividend of US$0.63 announcedShareholders will receive a dividend of US$0.63. Ex-date: 22nd May 2026 Payment date: 3rd June 2026 Dividend yield will be 6.2%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 78% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 13+ 1 more updateGlobal Ship Lease, Inc. to Report Q1, 2026 Results on May 22, 2026Global Ship Lease, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 22, 2026
お知らせ • Apr 28Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2026Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2026, at 10:00 GTB Standard Time.
お知らせ • Feb 20Global Ship Lease, Inc. to Report Q4, 2025 Results on Mar 05, 2026Global Ship Lease, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Mar 05, 2026
お知らせ • Feb 12Global Ship Lease, Inc. Declares Quarterly Dividend on Class A Shares for the Fourth Quarter of 2025, Payable March 6, 2026Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.625 per Class A common share for the fourth quarter of 2025, to be paid on March 6, 2026 to shareholders of record as of February 24, 2026.
お知らせ • Nov 11Global Ship Lease, Inc. Announces Dividend for Third Quarter of 2025, Payable on or About December 4, 2025Global Ship Lease, Inc. declared a dividend of $0.625 per class A common share for the third quarter of 2025, to be paid on or about December 4, 2025 to common shareholders of record as of November 21, 2025.
お知らせ • Oct 30Global Ship Lease, Inc. to Report Q3, 2025 Results on Nov 10, 2025Global Ship Lease, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 10, 2025
お知らせ • Sep 23+ 1 more updateGlobal Ship Lease, Inc. has filed a Follow-on Equity Offering in the amount of $150 million.Global Ship Lease, Inc. has filed a Follow-on Equity Offering in the amount of $150 million. Security Name: Depositary Shares Security Type: Depositary Receipt (Preferred Security) Transaction Features: At the Market Offering
お知らせ • Aug 05Global Ship Lease, Inc. Announces Dividend for the Second Quarter of 2025, Payable on or About September 4, 2025Global Ship Lease, Inc. declared dividend of $0.525 per Class A common share for the second quarter of 2025, to be paid on or about September 4, 2025 to common shareholders of record as of August 22, 2025.
お知らせ • Jul 23Global Ship Lease, Inc. to Report Q2, 2025 Results on Aug 05, 2025Global Ship Lease, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 05, 2025
お知らせ • May 14Global Ship Lease, Inc. announces Quarterly dividend, payable on June 03, 2025Global Ship Lease, Inc. announced Quarterly dividend of USD 0.5250 per share payable on June 03, 2025, ex-date on May 23, 2025 and record date on May 23, 2025.
お知らせ • May 10Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2025Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2025, at 17:00 GTB Standard Time. Location: 9 irodou attikou street, kifisia, athens, 14561., Greece
お知らせ • May 06Global Ship Lease, Inc. to Report Q1, 2025 Results on May 19, 2025Global Ship Lease, Inc. announced that they will report Q1, 2025 results Pre-Market on May 19, 2025
お知らせ • Feb 21Global Ship Lease, Inc. to Report Q4, 2024 Results on Mar 05, 2025Global Ship Lease, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 05, 2025
お知らせ • Feb 13Global Ship Lease Declares Dividend for the Fourth Quarter of 2024, Payable on March 6, 2025Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.45 per Class A common share for the fourth quarter of 2024, to be paid on March 6, 2025 to shareholders of record as of February 24, 2025.
Declared Dividend • Nov 13Third quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 22nd November 2024 Payment date: 4th December 2024 Dividend yield will be 7.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 14% over the next 2 years. However, it would need to fall by 95% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: US$2.22 (vs US$2.34 in 3Q 2023)Third quarter 2024 results: EPS: US$2.22 (down from US$2.34 in 3Q 2023). Revenue: US$174.1m (flat on 3Q 2023). Net income: US$78.8m (down 4.7% from 3Q 2023). Profit margin: 45% (down from 48% in 3Q 2023). Revenue is forecast to decline by 7.0% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Nov 12Global Ship Lease, Inc. Announces Third Quarter Dividend, Payable on or About December 4, 2024Global Ship Lease, Inc. declared a dividend of $0.45 per Class A common share for the third quarter of 2024, to be paid on or about December 4, 2024 to common shareholders of record as of November 22, 2024. Paid a dividend of $0.45 per Class A common share for the second quarter of 2024 on September 4, 2024.
お知らせ • Oct 29Global Ship Lease, Inc. to Report Q3, 2024 Results on Nov 11, 2024Global Ship Lease, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 11, 2024
お知らせ • Aug 18Global Ship Lease, Inc. has filed a Follow-on Equity Offering in the amount of $100 million.Global Ship Lease, Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Class A Common Shares Security Type: Common Stock Transaction Features: At the Market Offering
Declared Dividend • Aug 09Second quarter dividend of US$0.075 announcedShareholders will receive a dividend of US$0.075. Ex-date: 23rd August 2024 Payment date: 4th September 2024 Dividend yield will be 4.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 24% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: US$2.44 (vs US$2.13 in 2Q 2023)Second quarter 2024 results: EPS: US$2.44 (up from US$2.13 in 2Q 2023). Revenue: US$173.5m (up 8.2% from 2Q 2023). Net income: US$85.6m (up 14% from 2Q 2023). Profit margin: 49% (up from 47% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 6.8% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06Global Ship Lease, Inc. Declares Supplemental Dividend on Class A Common Shares for the Second Quarter of 2024, Payable on September 4, 2024Global Ship Lease, Inc. declared a total dividend, including the first payment of the Supplemental Dividend, of $0.45 per Class A common share for the second quarter of 2024, to be paid on September 4, 2024 to common shareholders of record as of August 23, 2024. Paid a dividend of $0.375 per Class A common share for the first quarter of 2024 on June 3, 2024.
New Risk • Aug 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.5% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jul 23Global Ship Lease, Inc. to Report Q2, 2024 Results on Aug 05, 2024Global Ship Lease, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 05, 2024
お知らせ • May 31Global Ship Lease Announces Introduction of Quarterly Supplemental Dividend for Common ShareholdersGlobal Ship Lease, Inc. announced the introduction of a quarterly supplemental dividend to common shareholders. Recent containership charter market strength is enabling Global Ship Lease to secure higher-than-anticipated cashflows from time charters with longer-than-anticipated durations. As a result, in addition to the sustainable dividend of $0.375 per Class A common share per quarter, commencing with the dividend payable after the release of the Company’s earnings for the second quarter of 2024, Global Ship Lease expects to initiate a supplemental dividend of $0.075 per Class A common share per quarter, an increase of 20%, for as long as conditions are supportive.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: US$2.54 (vs US$2.02 in 1Q 2023)First quarter 2024 results: EPS: US$2.54 (up from US$2.02 in 1Q 2023). Revenue: US$179.6m (up 15% from 1Q 2023). Net income: US$89.5m (up 24% from 1Q 2023). Profit margin: 50% (up from 46% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 14% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18Global Ship Lease, Inc. Appoints George Giannopoulos as Chief Compliance OfficerGlobal Ship Lease, Inc. announced George Giannopoulos, who has been Head of Internal Audit of the Company since the merger with Poseidon Containers in 2018, has been appointed Chief Compliance Officer.
Declared Dividend • May 13Fourth quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 23rd May 2024 Payment date: 3rd June 2024 Dividend yield will be 6.4%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 62% over the next 3 years. However, it would need to fall by 80% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 11Global Ship Lease, Inc. Declares Quarterly Dividend Per Common Share for First Quarter of 2024, Payable on June 3, 2024Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.375 per Class A common share for the first quarter of 2024, to be paid on June 3, 2024 to shareholders of record as of May 24, 2024.
お知らせ • May 09Global Ship Lease, Inc. to Report Q1, 2024 Results on May 16, 2024Global Ship Lease, Inc. announced that they will report Q1, 2024 results Pre-Market on May 16, 2024
お知らせ • May 05Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2024Global Ship Lease, Inc., Annual General Meeting, Jun 17, 2024, at 10:00 US Eastern Standard Time. Location: office at 9 Irodou Attikou Street, Kifisia Athens Greece Agenda: To elect three Term I Directors to serve until the 2027 Annual Meeting of Shareholders; and to ratify the appointment of PricewaterhouseCoopers S.A., as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024; and to consider transact such other business as may properly come before the Meeting or any adjournment thereof.
Reported Earnings • Mar 05Full year 2023 earnings released: EPS: US$8.38 (vs US$7.74 in FY 2022)Full year 2023 results: EPS: US$8.38 (up from US$7.74 in FY 2022). Revenue: US$674.8m (up 12% from FY 2022). Net income: US$295.0m (up 4.1% from FY 2022). Profit margin: 44% (down from 47% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 11% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 23Global Ship Lease, Inc. to Report Q4, 2023 Results on Mar 04, 2024Global Ship Lease, Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 04, 2024
Declared Dividend • Feb 19Third quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 21st February 2024 Payment date: 6th March 2024 Dividend yield will be 7.5%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 27% over the next 2 years. However, it would need to fall by 80% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Feb 13Global Ship Lease, Inc. Declares Quarterly Dividend for Fourth Quarter of 2023, Payable on March 6, 2024Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.375 per Class A common share for the fourth quarter of 2023, to be paid on March 6, 2024 to shareholders of record as of February 22, 2024.
お知らせ • Dec 08+ 1 more updateGlobal Ship Lease, Inc. Announces Chief Executive Officer ChangesGlobal Ship Lease, Inc. (GSL) announced that Ian Webber, its Chief Executive Officer, has chosen to retire from the CEO role he has held since the Company’s inception in 2007 and will join GSL’s Board of Directors, effective March 31, 2024, expanding the size of the Board to nine members. Thomas Lister, who also joined the Company in 2007 and has held a number of senior executive roles, has been appointed to succeed Mr. Webber as CEO, effective concurrently with Mr. Webber’s retirement. Thomas Lister was part of the management team that took GSL public in August 2008, and has served as Chief Commercial Officer of the Company since then, having also served as Chief Financial Officer from 2017 – 2018 in the lead-up to GSL’s transformational combination with Poseidon Containers. Since 2019, Mr. Lister has also led GSL’s decarbonization initiatives. Prior to joining GSL, he worked in asset finance, banking, and liner shipping. Mr. Lister graduated from Durham University and holds an MBA from INSEAD.
Upcoming Dividend • Nov 15Upcoming dividend of US$0.38 per share at 8.4% yieldEligible shareholders must have bought the stock before 22 November 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 8.4%. Within top quartile of German dividend payers (5.1%). Lower than average of industry peers (21%).
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: US$2.34 (vs US$2.44 in 3Q 2022)Third quarter 2023 results: EPS: US$2.34 (down from US$2.44 in 3Q 2022). Revenue: US$179.6m (up 10.0% from 3Q 2022). Net income: US$82.7m (down 7.7% from 3Q 2022). Profit margin: 46% (down from 55% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 4.1% p.a. on average during the next 3 years compared to a 4.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 10Global Ship Lease, Inc. Declares Dividend for the Third Quarter 2023, Payable on December 4, 2023Global Ship Lease, Inc. declared a dividend of $0.375 per Class A common share for the third quarter 2023 to be paid on December 4, 2023 to common shareholders of record as of November 24, 2023. Paid a dividend of $0.375 per Class A common share for the second quarter 2023 on September 5, 2023.
お知らせ • Oct 27Global Ship Lease, Inc. to Report Q3, 2023 Results on Nov 09, 2023Global Ship Lease, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 09, 2023
Upcoming Dividend • Aug 15Upcoming dividend of US$0.38 per share at 7.5% yieldEligible shareholders must have bought the stock before 22 August 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (17%).
お知らせ • Aug 04Global Ship Lease, Inc. Declares Quarterly Dividend, Payable on September 4, 2023Global Ship Lease, Inc. declared a dividend of $0.375 per Class A common share for the second quarter of 2023 to be paid on September 4, 2023 to common shareholders of record as of August 23, 2023.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$2.21 (vs US$1.40 in 2Q 2022)Second quarter 2023 results: EPS: US$2.21 (up from US$1.40 in 2Q 2022). Revenue: US$162.1m (up 13% from 2Q 2022). Net income: US$77.8m (up 53% from 2Q 2022). Profit margin: 48% (up from 35% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is expected to fall by 3.3% p.a. on average during the next 3 years compared to a 8.4% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 73% per year whereas the company’s share price has increased by 69% per year.
New Risk • Jul 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risks High level of debt (58% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jul 23Global Ship Lease, Inc. to Report Q2, 2023 Results on Aug 03, 2023Global Ship Lease, Inc. announced that they will report Q2, 2023 results on Aug 03, 2023
Upcoming Dividend • May 16Upcoming dividend of US$0.38 per share at 7.8% yieldEligible shareholders must have bought the stock before 23 May 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 7.8%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (17%).
Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$2.04 (vs US$1.93 in 1Q 2022)First quarter 2023 results: EPS: US$2.04 (up from US$1.93 in 1Q 2022). Revenue: US$159.3m (up 13% from 1Q 2022). Net income: US$72.2m (up 2.9% from 1Q 2022). Profit margin: 45% (down from 50% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.3% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$8.40 (vs US$4.65 in FY 2021)Full year 2022 results: EPS: US$8.40 (up from US$4.65 in FY 2021). Revenue: US$645.6m (up 60% from FY 2021). Net income: US$302.5m (up 85% from FY 2021). Profit margin: 47% (up from 41% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 1.0% p.a. on average during the next 2 years compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 14Upcoming dividend of US$0.38 per share at 8.0% yieldEligible shareholders must have bought the stock before 21 February 2023. Payment date: 06 March 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (14%).
お知らせ • Feb 10Global Ship Lease, Inc. Declares Quarterly Dividend, Payable on March 06, 2023Global Ship Lease, Inc. announced that the Company’s Board of Directors has declared a dividend of $0.375 per Class A common share for the fourth quarter of 2022, to be paid on March 6, 2023 to shareholders of record as of February 22, 2023.
お知らせ • Dec 08Global Ship Lease, Inc., Annual General Meeting, Jan 05, 2023Global Ship Lease, Inc., Annual General Meeting, Jan 05, 2023, at 20:00 E. Europe Standard Time. Location: 3- 5 Menandrou Str., 14561 Kifisia Ahtens Greece Agenda: To approve the adoption of an amendment to the Company's Amended and Restated Articles of Incorporation establishing a quorum for all meetings of shareholders of the Company of one-third (1/3) of the shares, present either in person or by proxy, issued and outstanding and entitled to vote at such meetings.
Upcoming Dividend • Nov 16Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 21 November 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 8.1%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (12%).
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: US$2.54 (vs US$1.73 in 3Q 2021)Third quarter 2022 results: EPS: US$2.54 (up from US$1.73 in 3Q 2021). Revenue: US$172.5m (up 51% from 3Q 2021). Net income: US$92.0m (up 46% from 3Q 2021). Profit margin: 53% (down from 55% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 12% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 15Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 02 September 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.5%). Lower than average of industry peers (9.4%).
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$1.48 (vs US$0.83 in 2Q 2021)Second quarter 2022 results: EPS: US$1.48 (up from US$0.83 in 2Q 2021). Revenue: US$154.5m (up 92% from 2Q 2021). Net income: US$54.5m (up 81% from 2Q 2021). Profit margin: 35% (down from 37% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.6%, compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to €17.50, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 169% over the past three years.
Upcoming Dividend • May 16Upcoming dividend of US$0.38 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 02 June 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.3%). Lower than average of industry peers (8.5%).
Reported Earnings • May 10First quarter 2022 earnings released: EPS: US$1.93 (vs US$0.13 in 1Q 2021)First quarter 2022 results: EPS: US$1.93 (up from US$0.13 in 1Q 2021). Revenue: US$153.6m (up 111% from 1Q 2021). Net income: US$70.2m (up US$66.0m from 1Q 2021). Profit margin: 46% (up from 5.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 26%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Hank Mannix was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$4.51 (up from US$1.23 in FY 2020). Revenue: US$448.0m (up 58% from FY 2020). Net income: US$163.2m (up US$141.5m from FY 2020). Profit margin: 36% (up from 7.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 35%, compared to a 27% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to €23.40, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 356% over the past three years.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS US$1.73 (vs US$0.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$138.6m (up 97% from 3Q 2020). Net income: US$62.9m (up 363% from 3Q 2020). Profit margin: 45% (up from 19% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to €19.70, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 176% over the past three years.
Upcoming Dividend • Aug 13Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 03 September 2021. Trailing yield: 5.1%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.8%).
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$0.83 (vs US$0.70 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$82.9m (up 16% from 2Q 2020). Net income: US$30.1m (up 139% from 2Q 2020). Profit margin: 36% (up from 18% in 2Q 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$15.50, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Shipping industry in Europe. Total returns to shareholders of 87% over the past three years.
Upcoming Dividend • May 14Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 21 May 2021. Payment date: 03 June 2021. Trailing yield: 6.6%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Reported Earnings • May 11First quarter 2021 earnings released: EPS US$0.31 (vs US$0.035 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$73.0m (up 2.9% from 1Q 2020). Net income: US$5.64m (up US$5.02m from 1Q 2020). Profit margin: 7.7% (up from 0.9% in 1Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$12.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Shipping industry in Europe. Total returns to shareholders of 88% over the past three years.
Reported Earnings • Mar 21Full year 2020 earnings released: EPS US$1.23 (vs US$1.48 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$282.8m (up 8.3% from FY 2019). Net income: US$21.7m (up 23% from FY 2019). Profit margin: 7.7% (up from 6.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 05Full year 2020 earnings released: EPS US$2.09 (vs US$1.48 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$282.8m (up 8.3% from FY 2019). Net income: US$37.6m (up 114% from FY 2019). Profit margin: 13% (up from 6.7% in FY 2019). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 12%, compared to a 8.9% growth forecast for the Shipping industry in Germany.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to US$9.65, the stock is trading at a trailing P/E ratio of 13.8x, down from the previous P/E ratio of 18.4x. This compares to an average P/E of 21x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 25%.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 30% share price gain to US$12.40, the stock is trading at a trailing P/E ratio of 17.2x, up from the previous P/E ratio of 13.2x. This compares to an average P/E of 21x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 68%.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$10.80, the stock is trading at a trailing P/E ratio of 15x, up from the previous P/E ratio of 12.8x. This compares to an average P/E of 20x in the Shipping industry in Europe. Total returns to shareholders over the past three years are 43%.
Is New 90 Day High Low • Jan 07New 90-day high: €10.00The company is up 52% from its price of €6.60 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.30 per share.
Is New 90 Day High Low • Dec 24New 90-day high: €9.10The company is up 85% from its price of €4.92 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.60 per share.
Is New 90 Day High Low • Dec 08New 90-day high: €8.65The company is up 96% from its price of €4.42 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.79 per share.
Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 18% share price gain to US$7.65, the stock is trading at a trailing P/E ratio of 10.6x, up from the previous P/E ratio of 9x. This compares to an average P/E of 17x in the Shipping industry in Europe. Total returns to shareholders over the past three years were flat.
Is New 90 Day High Low • Nov 11New 90-day high: €6.75The company is up 57% from its price of €4.30 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €33.68 per share.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.76The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$70.5m (up 6.9% from 3Q 2019). Net income: US$13.6m (up 37% from 3Q 2019). Profit margin: 19% (up from 15% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 2.9%, compared to a 2.9% growth forecast for the Shipping industry in Germany.
Is New 90 Day High Low • Oct 08New 90-day high: €6.10The company is up 68% from its price of €3.64 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.44 per share.
Is New 90 Day High Low • Sep 22New 90-day high: €4.88The company is up 24% from its price of €3.92 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.05 per share.
