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 performan ...

Costamare (CMRE) closed the latest trading day at $13.53, indicating a +1.65% change from the previous session's end. This move outpaced the S&P 500's daily gain of 0.75%. Elsewhere, the Dow gained 0.58%, while the tech-heavy Nasdaq added 1%.The the stock of shipping company has fallen by 5.47% in the past month, lagging the Transportation sector's gain of 2.69% and the S&P 500's gain of 4.03%.The investment community will be paying close attention to the earnings performance of Costamare in its upcoming re ...

文章核心观点 - 公司股价年初至今上涨22.6%,表现优于行业 [1] - 公司股价上涨主要受益于干散货航运市场向好和公司专注于船队现代化及运力提升 [1][6][7] - 公司股息率为3.3%,体现了公司的股东友好政策 [8] - 公司估值相对较低,目前市销率为0.99,低于过去5年中位数和行业平均水平 [9][10][11][12][13][14][17] 关键要点总结 有利因素 - 干散货航运市场向好,铁矿石库存增加推动了大宗散货运价上涨 [6] - 红海地区局势升温导致集装箱供给减少,运价上涨,有利于公司干散货和集装箱船队 [7] - 公司专注于船队现代化和租赁业务 [7] - 公司实施股东友好的股息政策 [8] 不利因素 - 公司债务水平较高 [23][28] - 公司成本上升,主要受到航次费用和燃料成本上涨的影响 [33] - 受上述因素影响,公司未来盈利预测有所下调 [34]

财务数据和关键指标变化 - 公司在第二季度实现净利润约9100万美元 [10] - 截至季度末,公司流动性超过11亿美元 [10] 各条业务线数据和关键指标变化 - 集装箱船业务方面,由于非洲地区船舶调度和旺季提前到来,导致货运需求较预期更高,租金水平持续上涨 [5] - 公司在本季度签订了7艘集装箱船的远期租约,预计将带来2.2亿美元以上的额外合同收入 [6] - 公司集装箱船舶的租赁率在2024年和2025年分别达到100%和88%,合同收入总额达24亿美元,平均剩余租期3.5年 [7] - 干散货业务方面,公司正在通过出售小型散货船并购买更大型的灵便型散货船来更新船队结构 [7] - 公司的干散货贸易平台CBI目前管理着54艘船舶,大部分采用指数挂钩的期租合约 [8] - 公司的租赁平台Neptune Maritime Leasing已为25艘船舶提供融资,总金额约2.85亿美元 [9] 各个市场数据和关键指标变化 - 集装箱船市场租金水平在年初以来持续上涨,但新船交付仍是主要隐忧 [17] - 干散货市场现货和远期市场均呈现上涨趋势,船舶订单量占总船队的9.4% [17] 公司战略和发展方向及行业竞争 - 公司在干散货业务方面采取更新船队结构的策略,出售小型船舶并购买更大型号的灵便型散货船 [7] - 公司的干散货贸易平台CBI长期致力于该领域,是公司的战略性决定 [8] - 公司的租赁平台Neptune Maritime Leasing正在稳步发展,为航运资产提供融资服务 [9] 管理层对经营环境和未来前景的评论 - 集装箱船市场租金水平持续上涨,但新船交付仍是主要隐忧 [17] - 公司在干散货市场保持谨慎,根据资产价格水平适时进行购买和出售 [23][24] 其他重要信息 - 公司已完成8.875%优先股的全额赎回,每年可节省约1010万美元现金流 [11] - 公司已完成3艘干散货船舶的再融资,降低了融资成本并延长了还款期限 [15] - 公司目前有1.16亿美元可用于新船舶收购融资 [15] - 公司保持了长期不间断的股息支付记录 [15] 问答环节重要的提问和回答 问题1 **Dylan O'Malley 提问** 询问公司新签订的7艘集装箱船租约的具体租金水平 [20] **Gregory Zikos 回答** 这些船舶中有一艘2000年建造的24年船龄,其租金水平在中等30美元左右 [21] 问题2 **Climent Molins 提问** 询问公司干散货业务购船活动放缓的原因及未来展望 [22] **Gregory Zikos 回答** 公司在购买大型灵便型散货船时非常注重价格,会根据市场情况适时进行购买和出售,不会急于行动 [23][24] 问题3 **Climent Molins 提问** 询问公司是否有赎回其他优先股或提前偿还债务的计划 [31] **Gregory Zikos 回答** 公司会根据资本配置的整体考虑来决定是否赎回其他优先股,目前尚未确定具体计划 [32][33]

Costamare (CMRE) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.94%. A quarter ago, it was expected that this shipping company would post earnings of $0.60 per share when it actually produced earnings of $0.63, delivering a surprise of 5%.Over the last four quarters, the company ha ...

Costamare (CMRE) is scheduled to release second-quarter 2024 results on Jul 31, before market open.The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pegged at 72 cents per share and $380.41 million, respectively.The earnings estimate for the to-be-reported quarter has declined 6.5% over the past 60 days. The bottom-line projection indicates year-over-year growth of 28.6%. The Zacks Consensus Estimate for quarterly revenues suggests a year-over-year increase of 3.5%.Image ...

Earnings Release: Wednesday, July 31, 2024, Before Market Opens Conference Call and Webcast: Wednesday, July 31, 2024, at 8:30 a.m. ET MONACO, July 26, 2024 (GLOBE NEWSWIRE) -- Costamare Inc. (NYSE:CMRE), announced today that it will release its results for the second quarter ended June 30, 2024 before the market opens in New York on Wednesday, July 31, 2024. Conference Call Details: On Wednesday, July 31, 2024 at 8:30 a.m. ET, Costamare's management team will hold a conference call to discuss the financial ...

Earnings Release: Wednesday, July 31, 2024, Before Market OpensConference Call and Webcast: Wednesday, July 31, 2024, at 8:30 a.m. ET MONACO, July 26, 2024 (GLOBE NEWSWIRE) -- Costamare Inc. (NYSE:CMRE), announced today that it will release its results for the second quarter ended June 30, 2024 before the market opens in New York on Wednesday, July 31, 2024. Conference Call Details: On Wednesday, July 31, 2024 at 8:30 a.m. ET, Costamare’s management team will hold a conference call to discuss the financial ...

Shares of marine shipping company Costamare Inc. (CMRE) have had a good time on the bourses this year, driven by tailwinds like favorable market sentiments pertaining to dry bulk shipping and its focus on fleet modernization and capacity enhancement. Costamare, one of the leading owners and providers of containerships and dry bulk vessels for charter across the globe, has gained in excess of 40% on a year-to-date basis, outperforming not only its industry but also other shipping companies like Danaos Corpor ...

文章核心观点 - 公司股价在最近一个交易日上涨0.52%,表现优于标普500指数下跌1.39% [1] - 公司股价在过去一个月内上涨0%,未能跟上运输行业6.6%和标普500指数4.43%的涨幅 [2] - 公司即将发布的财报预计每股收益将同比增长37.5%,收入将同比增长0.34% [3] - 全年来看,公司每股收益和收入分别预计同比增长48.79%和6.07% [4] 行业分析 - 公司所属的运输-航运行业在所有250多个行业中排名前26% [9] - 研究显示,排名前50%的行业表现是排名后50%的2倍 [10] 公司估值 - 公司当前市盈率为5.03,低于行业平均水平7.1 [8] 投资评级 - 分析师对公司的预测保持稳定,体现了对公司业绩和盈利潜力的信心 [5][6][7] - 公司目前被评为中性评级(Zacks Rank 3) [7]