GSL Research | Milton Maxwell

GSL

Global Ship Lease, Inc.

33.89

+0.74+2.23%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q4 '25)

No earnings call transcript available yet

Last Quarter (Q3 '25)

FY Q3 '25

Q&A reaffirms strength, adds charter details

11/9/25Nov 9, 2025

Q&A largely reaffirmed prepared remarks on backlog growth and market optionality, but spotlighted steady charter rates holding firm despite freight wobbles. Management favors midterm-to-longer fixtures—two years for sub-5,000 TEU, up to four for larger—to capture value in uncertainty. Q3's $380 million backlog surge reflected market catch-up after Q2 election disruptions, not GSL-specific. Older 2001-built vessels snagged three-year extensions; container strength lets them trade past 29 years if needed. Red Sea chatter nil, with lesser impact flagged for midsize ships. Charter markets endure. Watch liner demand durability.

Key Stats

Market Cap

1.21B

P/E (TTM)

3.59

Basic EPS (TTM)

9.43

Dividend Yield

0.06%

About

Global Ship Lease, Inc., together with its subsidiaries, engages in owning and chartering of containerships under fixed-rate charters to container shipping companies worldwide. As of March 10, 2025, it owned 70 mid-sized and smaller containerships, ranging from 2,207 to 11,040 twenty-foot equivalent unit (TEU), with an aggregate capacity of 404,681 TEU. The company was formerly known as Marathon Acquisition Corp. and changed its name to Global Ship Lease, Inc. in August 2008. Global Ship Lease, Inc. was founded in 2007 and is based in Athens, Greece.

CEO

Mr. Georgios Giouroukos Youroukos

IPO

8/15/2008

Website

https://www.globalshiplease.com

Employees

Sector

Industrials

Industry

Marine Shipping