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Global Ship Lease (GSL) investor relations material
Global Ship Lease Capital Link’s 2026 Virtual Corporate Presentation Series summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Key business highlights
Focus on mid-sized and smaller container ships, with 96% contract coverage for 2026 and 74% for 2027.
Nearly $2 billion in contracted revenues over an average 2.5-year duration.
Strong balance sheet with low leverage, low break-even rates, and robust credit ratings.
Dividend increased to $2.50 per share, yielding around 7%.
Dynamic capital allocation policy, including opportunistic share buybacks and focus on fleet renewal.
Market environment and industry trends
Charter market for mid-sized and smaller ships has shrunk, increasing scarcity value and supporting strong rates and durations.
Geopolitical volatility and supply chain fragmentation have increased demand for flexible shipping capacity.
Intra-Asia trade is the largest and rapidly growing segment, driven by supply chain dispersion.
Order book for smaller vessels is low, suggesting a tighter market ahead.
High reefer capacity ships are in demand due to growth in refrigerated cargo.
Financial and operational performance
Revenue, net income, and EBITDA have risen sharply over the past five years.
Outstanding debt reduced from $950 million in 2022 to below $700 million by end of 2025, targeting under $600 million.
Financial leverage down from 8.4x to 0.5x, with cost of debt at 4.34%.
Daily break-even rates under $9,600 per vessel, well below current charter rates.
$57 million in share buybacks completed, with $33 million authorized.
- TimeTickerHeadlineOpen
- WOSG
Q3 sales growth exceeded expectations, guidance raised, and US presence expanded. - NOBA
Record profit growth, robust capital, and SME expansion drive strong 2025 results. - SF
Margins expanded to 27% despite revenue decline and large non-cash impairments. - IFX
Q1 FY26 revenue up 7% YoY to €3.66bn, led by AI and automotive, with key acquisition and investments. - WRT1V
All-time high profit and cash flow, with robust Marine and Energy growth and major investments. - CB
Record net income and strong underwriting drive robust growth, with positive 2026 outlook. - BERG
EBITA and margins rose 12% with 4% organic growth, supported by acquisitions and efficiency. - APOTEA
Full-year revenue up 10.1%, but Q4 margin dropped to 1.3% on higher costs. - V2RETAIL
Q3 and 9M FY26 saw strong revenue and profit growth, aided by expansion and lease gains. - SECU
8% margin reached, 4% organic growth, and digital risk intelligence expansion underway.
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