Financial Performance - The company's net revenues for Q2 2025 were $5723 million, a decrease of 25% compared to $5872 million in Q2 2024[9, 63] - Net income for Q2 2025 was $2986 million, a decrease of 267% compared to $4075 million in Q2 2024[9, 63] - Adjusted EBITDA for Q2 2025 was $3932 million, a decrease of 69% compared to $4225 million in Q2 2024[9, 63] - For the first six months of 2025, net revenues were $11358 million, an increase of 77% compared to $10544 million in the first six months of 2024[63] - The company declared a quarterly dividend of $070 per share for Q2 2025[10] Fleet and Operations - The current fleet consists of 22 vessels with an average age of 128 years and a carrying capacity of 675k TEU[17] - The company has repurchased 463,074 shares of its common stock for approximately $105 million under a $20 million share repurchase plan[13] - For 2025, 9660% of available days have been secured at an average rate of ~$28,242/day[23] - For 2026, approximately 666% of available days are already covered at an average rate of $31,610/day[23] - The company signed an agreement to sell M/V Marcos V for $50 million, with delivery scheduled for October 2025[15]

Group 1: Yara International ASA - Yara International ASA (YARIY) is a global provider of fertilizers and industrial solutions [1] - The company has a Zacks Rank of 1 and a Value Score of A [1] - The Zacks Consensus Estimate for its current year earnings has increased by 10.1% over the last 60 days [1] - Yara has a price-to-earnings ratio (P/E) of 10.26, significantly lower than the industry average of 17.60 [1] Group 2: COSCO SHIPPING Holdings Co., Ltd. - COSCO SHIPPING Holdings Co., Ltd. (CICOY) operates in container shipping and terminal operations [2] - The company holds a Zacks Rank of 1 and a Value Score of A [2] - The Zacks Consensus Estimate for its current year earnings has risen by 7.4% over the last 60 days [2] - COSCO SHIPPING has a P/E ratio of 6.75, compared to the industry average of 16.10 [2] Group 3: Fairfax Financial Holdings Limited - Fairfax Financial Holdings Limited (FRFHF) is involved in property and casualty insurance and investment management services [3] - The company carries a Zacks Rank of 1 and a Value Score of A [3] - The Zacks Consensus Estimate for its current year earnings has increased by 14.4% over the last 60 days [3] - Fairfax Financial has a P/E ratio of 8.84, lower than the industry average of 10.80 [3]