ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) акции падали на 4% в торгові сесии преди отварянето на пазара в четвъртък, след като компанията отчете печалбата за второто тримесечие, която превишила очакванията на анализаторите, въпреки че поддържа прогнозите за целия финансов период.
Haifa-based container shipping firm reported adjusted earnings per share of $0.53 for the quarter, sharply higher than the consensus estimate of -$0.29. Revenue rose 9% year-over-year to $1.78 billion, exceeding the $1.68 billion forecast. Adjusted EBITDA increased by 4% to $491 million, while adjusted net income soared to $77 million from $24 million in the prior-year period. Free cash flow totaled $386 million, and the company carried 922,000 TEUs, a 3% increase from a year earlier. Average freight rates climbed by 8% to $1,590 per TEU.
Nöyerecili Chen Lichtenstein, yeni atanan prezident ve genel müdür, Temmuz ayında görevine başlamasından bu yana disiplinli kaynak kullanımını vurguladı ve şirketin mevcut piyasa koşullarından tam olarak yararlanma hedefini belirtti. Yöneticinin yorumları, değişen ticaret koşulları altında küresel nakliye tarifelerinin dalgalandığı dönemden sonra geldi.
ZIM reaffirmed its full-year 2026 guidance, projecting adjusted EBITDA between $2.0 billion and $2.4 billion, with a midpoint of $2.2 billion. Adjusted EBIT is expected to range from $700 million to $1.1 billion, centered at $900 million. الشركة cũng أشارت إلى خططها لتوزيع أرباح على المساهمين في عام 2026، وذلك رهن موافقة مجلس الإدارة.
هذه التوجيهات تأتي في الوقت الذي لا تزال ZIM تخضع لإتمام عملية الاستحواذ الخاصة بـ Hapag-Lloyd، التي تبلغ قيمتها 35.00 دولارًا للسهم الواحد. الصفقة، التي من المتوقع أن تُبرم في الربع الرابع من عام 2026، Ainda تواجه رهانات على الحصول على الموافقات التنظيمية.
