Orient Overseas (International) (0316) Q3 2025 earnings summary

Executive summary

• Liner revenue for Q3 2025 fell 25.9% year-over-year to $2,264.2 million.

• Total liftings increased 0.7% in Q3 2025 compared to Q3 2024.

• Average liner revenue per TEU dropped 26.5% year-over-year in Q3 2025.

Financial highlights

• Q3 2025 total liner revenue: $2,264.2 million, down from $3,056.3 million in Q3 2024.

• Nine-month 2025 liner revenue: $6,696.0 million, down 8.3% from $7,301.1 million in 2024.

• Q3 2025 total liftings: 1,947,139 TEU, up 0.7% year-over-year.

• Nine-month 2025 total liftings: 5,873,418 TEU, up 4.7% year-over-year.

Segment performance

• Trans-Pacific Q3 2025 liftings: 526,032 TEU, down 4.7% year-over-year.

• Asia/Europe Q3 2025 liftings: 346,001 TEU, down 0.3% year-over-year.

• Trans-Atlantic Q3 2025 liftings: 137,016 TEU, up 22.8% year-over-year.

• Intra-Asia/Australasia Q3 2025 liftings: 938,090 TEU, up 1.7% year-over-year.

• Trans-Pacific Q3 2025 revenue: $837.9 million, down 33.2% year-over-year.

• Asia/Europe Q3 2025 revenue: $479.7 million, down 38.3% year-over-year.

• Trans-Atlantic Q3 2025 revenue: $180.3 million, up 25.4% year-over-year.

• Intra-Asia/Australasia Q3 2025 revenue: $544.5 million, up 20.3% year-over-year.