第三季度营收142亿美元 马士基上调全年业绩预期

Core Viewpoint - Maersk Group reported a decline in revenue and EBIT for Q3 2025, primarily due to a drop in shipping rates, but showed resilience in logistics and terminal operations, leading to an upward revision of its annual financial guidance [1][2][3] Group 1: Financial Performance - In Q3 2025, Maersk achieved revenue of $14.2 billion, a year-on-year decrease of 9.9%, surpassing analyst expectations of $13.8 billion [1] - EBIT for the quarter was approximately $1.3 billion, down 61.2% year-on-year [1] - The shipping segment saw a revenue decline of 18% due to a 31% drop in freight rates, despite a 7% increase in shipping volume [1] Group 2: Business Segments - The logistics segment reported EBIT of $218 million, up from $175 million in the previous quarter and $200 million year-on-year, with a profit margin of 5.5% [2] - Terminal operations were highlighted as a key growth area, with cargo volume, revenue, and EBIT reaching all-time highs, driven by strong demand in the Americas, Europe, and Africa [2] - Maersk's terminal business saw an 8.7% increase in cargo volume and a utilization rate of 89% [2] Group 3: Future Outlook - Maersk adjusted its full-year EBIT guidance to $3 billion to $3.5 billion, up from a previous range of $2 billion to $3.5 billion [2] - The company also raised its global container market growth rate forecast to approximately 4%, up from the earlier estimate of 2% to 4% [2] - The ongoing disruption in Red Sea shipping is expected to continue throughout the year, potentially alleviating capacity oversupply and supporting freight rate levels [3]