Wallenius Wilhelmsen Logistics

Wallenius Wilhelmsen reported Q2 2026 revenue of $1.3bn, adjusted EBITDA of $361m and net income of $138m; higher bunker costs weighed on margins and cash flow. The company raised its full-year EBITDA forecast from $1.6bn to $1.7bn thanks to strong demand and an expected recovery in H2. The logistics division posted its best quarter in about five years, the fleet is fully utilized out of Asia, and management expects to be able to pass most of the bunker cost pressure on to customers during the remainder of the year. » More on de.investing.com

Wallenius Wilhelmsen posted adjusted EBITDA of USD 389m and net income of USD 177m (EPS USD 0.40) in Q1 2026 on revenue of USD 1.25bn. EBITDA fell 3% versus Q4 2025, but the logistics segment saw strong growth. The company lowered its full-year EBITDA guidance to around USD 1.6bn due to expected fuel cost increases in Q2, but expects a normalization later in the year. Wallenius Wilhelmsen continues to pursue the... » More on de.investing.com

Wallenius Wilhelmsen reported a 1% drop in revenue to $5.2 billion for fiscal 2025, while net profit increased and adjusted EBITDA reached $1.8 billion. The company announced a total dividend of $900 million and reported an order backlog of $7.5 billion. The stock fell about 2.3% in premarket trading, and management launched initiatives for digital transformation, fleet renewal and headcount reductions. For 2026, adjusted EBITDA is expected at $1.65–1.75 billion; demand, particularly from China, is expected to remain strong. » More on de.investing.com

Wallenius Wilhelmsen forecasts adjusted EBITDA of about $421 million for the fourth quarter, excluding roughly $22 million in US port fees. The forecast is below analyst expectations (Kepler $426 million, Bloomberg consensus $433 million). The company expects to be able to recover some of the port fees from customers and sees adjusted EBITDA for 2026 in a range of $1,650–$1,750 million (2025: about $1,825 million including the US port fees). » More on de.investing.com

Wallenius Wilhelmsen reported an adjusted EBITDA of $471m for Q3 2025, stable revenues of $1,331m and a net profit of $280m. The company is expanding its network with three new Vehicle Processing Centers in Australia and secured a contract with an Asian OEM, increasing the order backlog by $300m. Management cautions that a US port fee of $46 per net tonne poses a significant risk, which, if not mitigated, could amount to roughly $100m for Q4 2025 and $350–400m for 2026. Liquidity remains solid with $1.079bn in cash and $1.72bn in facilities; Q4 EBITDA before the fee impact is expected to be at Q3 levels. » More on de.investing.com