Maersk lifts 2026 profit forecast by $3B on container demand surge

Key Takeaways:

Maersk raises 2026 EBITDA guidance to $8 billion to $10 billion
EBIT forecast upgraded to $2 billion to $4 billion, topping estimates
Shares jump 7.6% as container shipping demand drives the revision

A.P. Moller-Maersk raised its 2026 profit forecast for the second time this year, lifting EBITDA guidance to as much as $10 billion on surging container demand.

The strong demand environment for container shipping and sustained increases in spot rates drove the upgrade, the Copenhagen-based company said in a statement. Maersk now expects full-year underlying EBITDA of $8 billion to $10 billion, up from a prior range of $4.5 billion to $7 billion. Underlying EBIT is seen at $2 billion to $4 billion, compared with the $1.42 billion average analyst estimate.

The guidance revision signals that global trade flows remain resilient even as geopolitical disruptions in the Middle East continue to affect shipping routes. Maersk's ADR rose 7.6% in U.S. trading, while rival Zim Integrated Shipping gained 1%.

The upgraded forecast suggests container shipping rates are holding above pre-crisis levels as demand for ocean freight outpaces vessel supply. Investors will watch Maersk's next quarterly report, due in August, for evidence that spot rates can sustain their upward trajectory through the peak summer season.

This article is for informational purposes only and does not constitute investment advice.