A.P. Moller-Maersk (ADR)

Moller-Maersk has upgraded its forecasts and now expects EBITDA of $8–10 billion, up from $4.5–7 billion previously. EBIT was also revised upward and free cash outflow is expected to be lower. The company anticipates global container volume growth of around 4% for 2026. After initial gains, the share fell about 4% in the afternoon. Moller-Maersk will publish quarterly results on August 13. » More on finanzen.net

Moeller-Maersk expects higher profit for the current year due to strong demand in the container market and has revised its forecast upwards. The announcement triggered a sharp rise in the share price. » More on finanzen.net

Maersk reports that disruptions in the Middle East continue to affect airfreight traffic between Asia, the Middle East and Europe. In addition, terminals in Antwerpen are experiencing weather-related disruptions that could slow operations. The company signals potential impacts on supply chains and cargo capacity. » More on de.investing.com

Maersk reports quarterly revenue of nearly $13 billion and an operating profit of $1.75 billion, but remains more than 35 percent below last year’s level. Because of the Iran war the group is incurring additional monthly costs of around 3 billion Danish kroner (approx. €402 million), which Maersk so far passes on to customers through renegotiations and higher freight rates. CEO Vincent Clerc warns the energy crisis could last for months and that a mix of high costs, weak demand and overcapacity is a “dangerous cocktail.” Maersk maintains a forecast for container volume growth of 2–4 percent for 2026, but analysts see a risk of downward revisions to guidance due to rising fuel costs. » More on n-tv.de

Maersk has suspended all ship transits through the Strait of Hormuz and is rerouting traffic between the Indian subcontinent and the northern Gulf around the Cape of Good Hope; voyages through the Bab al-Mandeb Strait have also been temporarily halted. The detours add about 10–14 days to Asia–Europe and Asia–US transit times and affect acceptance of refrigerated containers and dangerous goods. At the same time, airfreight routes are being disrupted by closed airspace, Hapag‑Lloyd has introduced war‑risk surcharges, and energy markets and tech supply chains face growing risks if the escalation continues. » More on heise.de