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A.P. Moeller-Maersk A/S Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $3.03 |
| EPS actual | $6.69 |
| EPS Surprise | 120.79% |
| Revenue estimate | 12.247B |
| Revenue actual | 12.69B |
| Revenue Surprise | 3.62% |
| Release date | Feb 05, 2026 |
| EPS estimate | $12.75 |
| EPS actual | $4.49 |
| EPS Surprise | -64.78% |
| Revenue estimate | 12.799B |
| Revenue actual | 13.243B |
| Revenue Surprise | 3.47% |
| Release date | Nov 06, 2025 |
| EPS estimate | $53.26 |
| EPS actual | $69.00 |
| EPS Surprise | 29.55% |
| Revenue estimate | 13.785B |
| Revenue actual | 14.206B |
| Revenue Surprise | 3.06% |
| Release date | Aug 07, 2025 |
| EPS estimate | $26.23 |
| EPS actual | $38.00 |
| EPS Surprise | 44.87% |
| Revenue estimate | 13.732B |
| Revenue actual | 13.13B |
| Revenue Surprise | -4.39% |
Last 4 Quarters for A.P. Moeller-Maersk A/S
Below you can see how AMKAF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $2,198.00 |
| EPS estimate | $26.23 |
| EPS actual | $38.00 |
| EPS surprise | 44.87% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $1,956.05 |
| Aug 04, 2025 | $1,988.97 |
| Aug 05, 2025 | $2,015.00 |
| Aug 06, 2025 | $2,015.00 |
| Aug 07, 2025 | $2,198.00 |
| Aug 08, 2025 | $2,198.00 |
| Aug 11, 2025 | $2,195.00 |
| Aug 12, 2025 | $2,247.00 |
| Aug 13, 2025 | $2,247.00 |
| 4 days before | 12.37% |
| 4 days after | 2.23% |
| On release day | 0% |
| Change in period | 14.87% |
| Release date | Nov 06, 2025 |
| Price on release | $2,000.00 |
| EPS estimate | $53.26 |
| EPS actual | $69.00 |
| EPS surprise | 29.55% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $2,150.00 |
| Nov 03, 2025 | $2,084.08 |
| Nov 04, 2025 | $2,010.00 |
| Nov 05, 2025 | $2,028.55 |
| Nov 06, 2025 | $2,000.00 |
| Nov 07, 2025 | $2,063.67 |
| Nov 10, 2025 | $2,071.12 |
| Nov 11, 2025 | $2,071.12 |
| Nov 12, 2025 | $2,071.12 |
| 4 days before | -6.98% |
| 4 days after | 3.56% |
| On release day | 3.18% |
| Change in period | -3.67% |
| Release date | Feb 05, 2026 |
| Price on release | $2,393.87 |
| EPS estimate | $12.75 |
| EPS actual | $4.49 |
| EPS surprise | -64.78% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $2,489.51 |
| Feb 02, 2026 | $2,489.51 |
| Feb 03, 2026 | $2,489.51 |
| Feb 04, 2026 | $2,489.51 |
| Feb 05, 2026 | $2,393.87 |
| Feb 06, 2026 | $2,393.87 |
| Feb 09, 2026 | $2,406.00 |
| Feb 10, 2026 | $2,406.00 |
| Feb 11, 2026 | $2,406.00 |
| 4 days before | -3.84% |
| 4 days after | 0.507% |
| On release day | 0.0001% |
| Change in period | -3.35% |
| Release date | May 07, 2026 |
| Price on release | $2,184.02 |
| EPS estimate | $3.03 |
| EPS actual | $6.69 |
| EPS surprise | 120.79% |
| Date | Price |
|---|---|
| May 01, 2026 | $2,438.94 |
| May 04, 2026 | $2,438.94 |
| May 05, 2026 | $2,356.37 |
| May 06, 2026 | $2,356.37 |
| May 07, 2026 | $2,184.02 |
| May 08, 2026 | $2,205.00 |
| May 11, 2026 | $2,205.00 |
| May 12, 2026 | $2,299.52 |
| May 13, 2026 | $2,277.48 |
| 4 days before | -10.45% |
| 4 days after | 4.28% |
| On release day | 0.96% |
| Change in period | -6.62% |
A.P. Moeller-Maersk A/S Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Strong volume growth across the business (Maersk grew in line with or above market in several areas), driven by Asian exports and Gemini network improvements; utilization at 96% and unit costs (at fixed energy) down ~7% year-on-year in Ocean.
- Financials: Revenue $13.0bn (-2.6% y/y), EBITDA $1.8bn, EBIT $340m, free cash flow -$874m. Ocean EBITDA was $903m and Ocean EBIT was negative $192m (rates materially lower y/y). Terminals and Logistics & Services posted revenue and margin improvements.
- Guidance maintained for 2026: global container volume growth 2–4%; underlying EBITDA $4.5–7.0bn, underlying EBIT between -$1.5bn and $1.0bn; free cash flow -$3.0bn or better; cumulative CapEx guidance unchanged.
- Middle East conflict: operational disruptions (suspended transits through Strait of Hormuz and halted return to Red Sea) with limited direct Q1 P&L impact due to timing of revenue/cost recognition. Approximately $0.5bn incremental bunker/energy cost per month (c. $1.5bn per quarter) identified; management says they are recovering these costs through commercial levers (surcharges, bunker formulas) and operational measures (slow steaming, network rerouting).
- Risk/market dynamics: industry overcapacity remains a major headwind (orderbook/fleet growth and vessel deliveries), creating downward pressure on freight rates; the guidance range reflects substantial uncertainty around demand trajectory, reopening of Red Sea/stability of energy costs and industry capacity discipline.
- Balance sheet & liquidity: strong liquidity position (cash and deposits $18.4bn; reported net cash ~$1.3bn at quarter end after dividends and buybacks), but working capital increased due to higher bunker inventory valuation and receivables.
- Segment focus: Logistics & Services continuing margin improvement (8 consecutive quarters of y/y EBIT margin improvement), Terminals delivering solid returns with ROIC ~16% and continued growth investments (Bremerhaven, Jeddah stake, expansions completed/in progress).
