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Danaos Earnings Calls
| Release date | May 11, 2026 |
| EPS estimate | $5.86 |
| EPS actual | $6.72 |
| EPS Surprise | 14.68% |
| Revenue estimate | 242.202M |
| Revenue actual | 253.698M |
| Revenue Surprise | 4.75% |
| Release date | Feb 09, 2026 |
| EPS estimate | $6.77 |
| EPS actual | $7.14 |
| EPS Surprise | 5.47% |
| Revenue estimate | 257M |
| Revenue actual | 266.265M |
| Revenue Surprise | 3.61% |
| Release date | Nov 17, 2025 |
| EPS estimate | $7.10 |
| EPS actual | $6.75 |
| EPS Surprise | -4.93% |
| Revenue estimate | 255M |
| Revenue actual | 260.73M |
| Revenue Surprise | 2.25% |
| Release date | Aug 04, 2025 |
| EPS estimate | $6.52 |
| EPS actual | $6.36 |
| EPS Surprise | -2.45% |
| Revenue estimate | 257.625M |
| Revenue actual | 262.154M |
| Revenue Surprise | 1.76% |
Last 4 Quarters for Danaos
Below you can see how DAC 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 04, 2025 |
| Price on release | $92.34 |
| EPS estimate | $6.52 |
| EPS actual | $6.36 |
| EPS surprise | -2.45% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $93.98 |
| Jul 30, 2025 | $92.05 |
| Jul 31, 2025 | $91.81 |
| Aug 01, 2025 | $91.21 |
| Aug 04, 2025 | $92.34 |
| Aug 05, 2025 | $92.82 |
| Aug 06, 2025 | $95.07 |
| Aug 07, 2025 | $94.30 |
| Aug 08, 2025 | $94.63 |
| 4 days before | -1.75% |
| 4 days after | 2.48% |
| On release day | 0.520% |
| Change in period | 0.692% |
| Release date | Nov 17, 2025 |
| Price on release | $95.25 |
| EPS estimate | $7.10 |
| EPS actual | $6.75 |
| EPS surprise | -4.93% |
| Date | Price |
|---|---|
| Nov 11, 2025 | $94.41 |
| Nov 12, 2025 | $95.25 |
| Nov 13, 2025 | $95.01 |
| Nov 14, 2025 | $94.61 |
| Nov 17, 2025 | $95.25 |
| Nov 18, 2025 | $96.39 |
| Nov 19, 2025 | $94.53 |
| Nov 20, 2025 | $93.00 |
| Nov 21, 2025 | $93.43 |
| 4 days before | 0.89% |
| 4 days after | -1.91% |
| On release day | 1.20% |
| Change in period | -1.04% |
| Release date | Feb 09, 2026 |
| Price on release | $103.00 |
| EPS estimate | $6.77 |
| EPS actual | $7.14 |
| EPS surprise | 5.47% |
| Date | Price |
|---|---|
| Feb 03, 2026 | $102.49 |
| Feb 04, 2026 | $100.98 |
| Feb 05, 2026 | $100.46 |
| Feb 06, 2026 | $102.08 |
| Feb 09, 2026 | $103.00 |
| Feb 10, 2026 | $104.96 |
| Feb 11, 2026 | $106.28 |
| Feb 12, 2026 | $105.12 |
| Feb 13, 2026 | $108.05 |
| 4 days before | 0.498% |
| 4 days after | 4.90% |
| On release day | 1.90% |
| Change in period | 5.42% |
| Release date | May 11, 2026 |
| Price on release | $132.76 |
| EPS estimate | $5.86 |
| EPS actual | $6.72 |
| EPS surprise | 14.68% |
| Date | Price |
|---|---|
| May 05, 2026 | $127.51 |
| May 06, 2026 | $130.78 |
| May 07, 2026 | $132.20 |
| May 08, 2026 | $134.63 |
| May 11, 2026 | $132.76 |
| May 12, 2026 | $132.61 |
| May 13, 2026 | $132.40 |
| May 14, 2026 | $132.91 |
| May 15, 2026 | $130.18 |
| 4 days before | 4.12% |
| 4 days after | -1.94% |
| On release day | -0.113% |
| Change in period | 2.09% |
Danaos Earnings Call Transcript Summary of Q1 2026
Danaos reported a solid Q1 2026 driven by improved dry bulk spot earnings and disciplined fleet expansion. Adjusted EPS was $6.72 (adjusted net income $122.5M), up from $6.04 a year ago, with adjusted EBITDA of $180.6M (up 5.2%). Management highlighted geopolitical disruptions (Strait of Hormuz closure) that briefly affected tanker and container dynamics but did not materially impact Danaos’ earnings as vessels remained on charter. The company expanded its dry bulk order book (four Newcastlemaxes for 2028) and ordered two 5,000 TEU container ships for 2027 (each backed by three-year charters), resulting in a pro forma fleet of 104 container ships and 15 Capesize/Newcastlemax vessels and a $4.1B contracted revenue backlog (4.2 years average charter duration). Contract coverage is 100% for the remainder of 2026, 88% for 2027 and 65% for 2028. Operating costs improved (vessel opex down; daily operating cost $6,680/vessel), G&A rose modestly, and interest expense increase was driven by higher average indebtedness partly offset by lower rates and higher capitalized interest. Balance sheet strength: net debt $170M (net debt / adjusted EBITDA 0.2x), cash $0.9B and total liquidity $1.3B. Company declared a $0.90/share quarterly dividend and has $65M remaining under a $300M buyback authorization. Management signaled a strategic focus on the energy sector (including LNG investments) and intends to deploy liquidity selectively into accretive opportunities while being cautious on buybacks given elevated share price.
