财务数据和关键指标变化 - 公司在2024年第三季度实现净收入约为8000万美元，流动性超过10亿美元 [3][8] - 调整后的净收入为8100万美元，每股收益为0.68美元 [8] 各条业务线数据和关键指标变化 - 集装箱船队的就业率为100%，2024年和2025年的就业率分别为94% [5][9] - 新签的七艘集装箱船租约预计将带来超过1.65亿美元的增量合同收入 [5][9] - 干散货业务方面，正在进行船队更新，收购了两艘2014年和2015年建造的超大型船舶以及一艘2011年建造的巴拿马型船舶，同时处置了较小的船舶 [6][8] 各个市场数据和关键指标变化 - 集装箱市场的租金水平持续保持坚挺，尤其是在大型船舶的租金方面，尽管整体书面租金有所下降 [13] - 干散货市场的订单量占总船队的10.3% [13] 公司战略和发展方向和行业竞争 - 公司对干散货业务持长期承诺，认为船舶拥有和交易平台是高度互补的活动 [7][19] - 公司在干散货业务中继续投资，并计划保持现有的船队规模，不会缩减 [19] 管理层对经营环境和未来前景的评论 - 管理层提到，尽管市场面临新船建造能力的持续注入，但闲置船队保持在低水平 [13] - 对于未来的资产收购，管理层表示将采取谨慎态度，尤其是在当前资产价格较高的情况下 [23][25] 其他重要信息 - 公司已为32艘船舶的融资提供了完整的资金承诺，总融资承诺超过4.1亿美元 [7][12] - 公司在融资安排方面，已成功重组干散货船队的融资，未增加杠杆 [10] 问答环节所有提问和回答 问题: 关于希腊债券的提前赎回 - 管理层解释了提前赎回的原因，主要是出于税务和法律的考虑，尽管该债券的利率较低 [16] 问题: 关于干散货业务的未来 - 管理层重申了对干散货业务的长期承诺，认为干散货船舶拥有和交易平台是互补的，未来将继续投资 [19] 问题: 关于提高股息的可能性 - 管理层表示股息政策灵活，未来可能会考虑提高股息，但具体决策需由董事会决定 [20] 问题: 关于干散货资产定价的看法 - 管理层认为当前干散货船舶的资产价格较高，未来将采取更为谨慎的收购策略 [23] 问题: 关于集装箱船舶的收购意向 - 管理层表示目前没有新的建造承诺，认为集装箱船舶的价格过高，承担过多的残值风险 [25]

Costamare (CMRE) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.25%. A quarter ago, it was expected that this shipping company would post earnings of $0.72 per share when it actually produced earnings of $0.77, delivering a surprise of 6.94%.Over the last four quarters, the company ...

The most recent trading session ended with Costamare (CMRE) standing at $13.21, reflecting a -1.42% shift from the previouse trading day's closing. This move lagged the S&P 500's daily loss of 0.33%. On the other hand, the Dow registered a loss of 0.22%, and the technology-centric Nasdaq decreased by 0.56%.Shares of the shipping company witnessed a loss of 13.16% over the previous month, trailing the performance of the Transportation sector with its loss of 2.32% and the S&P 500's gain of 1.83%.The upcoming ...

Earnings Release: Friday, November 1, 2024, Before Market Opens Conference Call and Webcast: Friday, November 1, 2024, at 8:30 a.m. ET MONACO, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Costamare Inc. (NYSE:CMRE), announced today that it will release its results for the third quarter ended September 30, 2024 before the market opens in New York on Friday, November 1, 2024. Conference Call Details: On Friday, November 1, 2024 at 8:30 a.m. ET, Costamare's management team will hold a conference call to discuss the finan ...

文章核心观点 - 公司Costamare(CMRE)的股价在最新交易中上涨0.67%,超过了标普500指数的涨幅[1] - 过去一个月,公司股价下跌13.51%,低于运输行业和标普500指数的涨幅[1] - 分析师预计公司即将发布的财报中,每股收益将同比增长71.74%,收入将同比增长6.13%[1] - 分析师预计公司全年每股收益和收入将分别同比增长47.34%和22.32%[2] - 分析师对公司的预测有所上调,反映了对公司业务健康和盈利能力的乐观预期[2] - 公司当前的市盈率为4.41,低于行业平均水平7.66,显示其股价相对较低[3] 行业分析 - 公司所属的运输-航运行业目前在250多个行业中排名靠后,位于底部30%[3] - 研究显示,排名靠前的行业相比排名靠后的行业,业绩表现要好2倍[3]

The Transportation group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Costamare (CMRE) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Transportation sector should help us answer this question.Costamare is one of 135 companies in the Transportation group. The ...

Costamare (CMRE) closed the most recent trading day at $14.32, moving -1.65% from the previous trading session. This change lagged the S&P 500's daily gain of 0.71%. Elsewhere, the Dow saw an upswing of 1.03%, while the tech-heavy Nasdaq appreciated by 0.6%. Shares of the shipping company witnessed a gain of 13.31% over the previous month, beating the performance of the Transportation sector with its gain of 3.49% and the S&P 500's gain of 6.41%. The investment community will be paying close attention to th ...

The most recent trading session ended with Costamare (CMRE) standing at $15.43, reflecting a -1.78% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily loss of 0.17%. Meanwhile, the Dow experienced a drop of 0.44%, and the technology-dominated Nasdaq saw a decrease of 0.04%. Coming into today, shares of the shipping company had gained 16.28% in the past month. In that same time, the Transportation sector gained 0.35%, while the S&P 500 gained 1.25%. The inv ...

MONACO, Oct. 03, 2024 (GLOBE NEWSWIRE) -- Costamare Inc. (the "Company") (NYSE: CMRE), an international owner and provider of containerships and dry bulk vessels for charter, announced the election of two Class II directors at the Company's virtual annual meeting of stockholders held today. The elected Class II directors are Gregory Zikos and Vagn Lehd Møller who were elected to hold office for a term ending at the annual meeting of stockholders in 2027 and until their successors have been duly elected and ...

Costamare (CMRE) ended the recent trading session at $13.91, demonstrating a +0.94% swing from the preceding day's closing price. The stock outpaced the S&P 500's daily loss of 0.29%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq decreased by 0.31%. The the stock of shipping company has fallen by 0.58% in the past month, lagging the Transportation sector's gain of 4.32% and the S&P 500's gain of 1.57%. The investment community will be closely monitoring the perform ...