Quarterly supplemental dividends of $0.075 per share represent a 20% increase in dividend payments to common shareholders Increased dividend payments reflect material outperformance of containership charter markets ATHENS, Greece, May 28, 2024 (GLOBE NEWSWIRE) -- Global Ship Lease, Inc. (NYSE:GSL) (the "Company"), a containership charter owner, today announced the introduction of a quarterly supplemental dividend to common shareholders. Recent containership charter market strength is enabling Global Ship Le ...

财务数据和关键指标变化 - 2024年第一季度调整后EBITDA为1.25亿美元,同比增长20% [8] - 公司继续降低总债务和财务杠杆,截至2024年第一季度末,财务杠杆降至1.1倍 [8][9] - 公司现金头寸保持强劲,达3.17亿美元,尽管其中1.34亿美元受限 [8] 各条业务线数据和关键指标变化 - 公司拥有1.6亿美元的合约收入,加权平均合约期限为1.9年 [5] - 2024年第一季度新签9份租约,增加5460万美元的合约覆盖 [5] - 预计到2024年底,公司将有约20艘船舶到期,可以在当前较好的市场环境下重新签约 [5] 各个市场数据和关键指标变化 - 由于红海地区的地缘政治局势,导致航线绕道好望角,有效供给收缩约10% [14] - 这一供需失衡推动了租金和资产价值的上涨,暂时抑制了2023年下半年的市场正常化进程 [11] - 闲置船舶比例从2023年的上升趋势中反转,下降至0.8% [12] - 拆船活动也因此有所放缓,但预计当正常化进程恢复时,拆船量可能会大幅上升 [12] 公司战略和发展方向及行业竞争 - 公司专注于2000-10000TEU中小型集装箱船,看好其在全球贸易中的灵活性和广泛应用 [10][11] - 公司采取谨慎的资本配置策略,在市场高涨时期选择回购股票,在低谷时期选择收购资产 [6][7][8] - 公司将继续通过降低债务成本、提高资产经济相关性等方式来释放资本,并保持充足的现金流动性 [6][7] 管理层对经营环境和未来前景的评论 - 宏观和地缘政治不确定性持续,但行业整体呈现积极的盈利势头 [4] - 红海地区局势的不确定性导致航线绕道,有效供给收缩,支撑了租金和资产价值的上涨 [4][14] - 主要客户集装箱运营商的财务状况依然稳健,对未来需求保持谨慎乐观态度 [5][12] 问答环节重要的提问和回答 问题1 **Omar Nokta 提问** 公司在未来几个月内可能会锁定多少敞口产能? [15][16][17] **Tom Lister 回答** 公司预计在2024年内将有约20艘船舶到期,公司正在努力在当前有利的市场环境下尽可能延长租约期限 [16][17] 问题2 **Chris Robertson 提问** 公司如何看待当前的股票回购计划? [27][28] **Tom Lister 回答** 公司会根据不同市场环境动态评估各种资本配置方式,股票回购仍将是公司未来工具箱的一部分 [28] 问题3 **Chris Robertson 提问** 公司是否观察到某些地区进口需求增加,以及港口拥堵情况? [29][30][31] **Tom Lister 和 George Youroukos 回答** 公司观察到美国消费者需求强劲,带动了整体进口需求的增长。同时也观察到集装箱短缺的迹象,与疫情期间类似但尚未达到那种程度 [30][31][33]

Global Ship Lease (GSL) came out with quarterly earnings of $2.53 per share, beating the Zacks Consensus Estimate of $2.34 per share. This compares to earnings of $2.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 8.12%. A quarter ago, it was expected that this containership owner would post earnings of $2.34 per share when it actually produced earnings of $2.49, delivering a surprise of 6.41%. Over the last four quarters, ...

ATHENS, May 16, 2024 (GLOBE NEWSWIRE) -- Global Ship Lease, Inc. (NYSE:GSL) (the "Company", "Global Ship Lease" or "GSL"), an owner of containerships, announced today its unaudited results for the three months ended March 31, 2024. First Quarter of 2024 Highlights - Reported operating revenue of $179.6 million for the first quarter of 2024, an increase of 12.7% on operating revenue of $159.3 million for the prior year period. - Reported net income available to common shareholders of $89.5 million for the fi ...

ATHENS, Greece, May 10, 2024 (GLOBE NEWSWIRE) -- Global Ship Lease, Inc. (NYSE:GSL) (the "Company"), a containership charter owner, announced today that the Company's Board of Directors has declared a dividend of $0.375 per Class A common share for the first quarter of 2024, to be paid on June 3, 2024 to shareholders of record as of May 24, 2024. About Global Ship Lease Global Ship Lease is a leading independent owner of containerships with a diversified fleet of mid-sized and smaller containerships. Incorp ...

ATHENS, Greece, May 07, 2024 (GLOBE NEWSWIRE) -- Global Ship Lease, Inc. (NYSE:GSL) (the "Company"), a containership charter owner, announced today that it will hold a conference call to discuss the Company's results for the first quarter 2024 on Thursday, May 16, 2024 at 10:30 a.m. Eastern Time. The Company will issue financial results for the first quarter 2024 on Thursday, May 16, 2024, before the open of market trading. What:First Quarter 2024 Conference Call and Webcast  When:Thursday, May 16, 2024 at  ...

ATHENS, Greece, May 03, 2024 (GLOBE NEWSWIRE) -- Global Ship Lease, Inc. (NYSE:GSL) (the "Company") has scheduled its Annual Meeting of Shareholders for June 17, 2024, at 10:00 a.m. Eastern Time (the "Annual Meeting"). The record date for determining shareholders entitled to participate at the Annual Meeting is April 18, 2024. The business of the Annual Meeting is to elect three Term I Directors to serve until the 2027 Annual Meeting of Shareholders and to ratify the appointment of PricewaterhouseCoopers S. ...

NEW YORK, April 03, 2024 (GLOBE NEWSWIRE) -- Global Ship Lease, Inc. (NYSE:GSL), senior management, Mr. Thomas A. Lister, CEO, and Mr. Tassos Psaropoulos, CFO, will give an update on the company's recent business developments and overall container sector outlook.  The live webinar is scheduled for Thursday, April 11, 2024, at 10:00 a.m. ET and will last approximately 45 minutes. The company presentation will be followed by a live Q&A between company management and webinar participants. REGISTRATIONOnline at ...

公司股票表现 - Global Ship Lease (GSL) 最新收盘价为$19.77，较上一交易日下跌1.25%[1] - 公司股票在过去一个月中涨幅为0.3%，落后于运输部门的2.91%和标普500指数的5.34%[2] 财务预测 - 预计 Global Ship Lease 的每股收益将为$2.33，同比增长9.91%；季度营收预计为$170.7百万美元，同比增长7.16%[3] - Zacks Consensus Estimates 预计全年每股收益为$9.40，营收为$676.08百万美元，较去年分别增长4.1%和0.19%[4]

公司业绩 - Global Ship Lease (GSL)最近的股价为$20.02，较前一个交易日上涨了+1.73%[1] - 公司预计报告的每股收益为$2.33，比去年同期增长了9.91%；预计营收为$170.7百万美元，较去年同期增长了7.16%[3] 市场评级 - 公司目前的Zacks排名为3（持有），过去一个月Zacks共识EPS估计上调了2.68%[7] 估值比较 - Global Ship Lease目前的前瞻市盈率为2.09，较同行业平均前瞻市盈率8.13有折价[8]