Global Ship Lease
Owns containerships and leases them to liner companies under fixed-rate time charters.
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Profile
Revenue comes from leasing mid-sized and smaller containerships to liner customers on fixed-rate time charters. Fleet expansion pairs acquisitions with attached charters, while older vessels are periodically sold.
Leases a fleet of mid-sized and smaller containerships to liner customers through fixed-rate time charters. Charterers listed for individual vessels include CMA CGM, Maersk, and ONE.
Created from a CMA CGM carve-out, the listed company was reshaped by the Poseidon Containers combination. It has expanded through purchases of vessels with attached charters and periodically sells older ships as part of fleet renewal.
Operations depend on charterer performance and re-chartering, vessel values, and debt or lease financing. Technomar and Conchart provide outside management, while cyclical container markets, regulation, and geopolitical disruptions shape chartering and fleet decisions.
Company facts
Categories
Key statistics
Year to date +27.5% · Average volume (30d) 352.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 6, 2026 | Jefferies | Reiterate | Buy | $45 | $50 |
| Apr 24, 2026 | Jefferies | Target | $29 | $45 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $2.42 | $2.48 | +2.5% | $186.9M | $198.7M | +6.3% | −1.75% |
| May 22, 2026Q1 FY26 | $2.40 | $2.56 | +6.7% | $182.9M | $198.1M | +8.3% | −1.26% |
| Mar 4, 2026Q4 FY25 | $2.31 | $2.32 | +0.4% | $188.4M | $190.9M | +1.4% | −4.23% |
| Nov 10, 2025Q3 FY25 | $2.27 | $2.62 | +15.4% | $188.4M | $192.7M | +2.3% | −1.24% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $187.8M | $188.5M | $192.7M | $190.9M | $198.1M | $192.3M | |
| Gross profit | $101.4M | $102.6M | $103.0M | $97.4M | $106.3M | $94.6M | |
| Operating income | $128.5M | $101.8M | $99.2M | $87.7M | $97.4M | $87.4M | |
| Net income | $123.4M | $95.4M | $95.0M | $102.6M | $93.8M | $91.7M | |
| Diluted EPS | $3.40 | $2.61 | $2.59 | $2.79 | $2.50 | $2.48 | |
| Gross margin | 54.0% | 54.4% | 53.4% | 51.0% | 53.6% | 49.2% | |
| Operating margin | 68.4% | 54.0% | 51.5% | 45.9% | 49.2% | 45.5% |
Fiscal years (4-quarter sums)FY21 $403.0M · FY22 $604.5M · FY23 $666.7M · FY24 $707.0M · FY25 $759.9M
Balance sheet, Jun 30, 2026Cash & short-term investments $499.0M · Total debt $671.8M · Total assets $2.98B · Shareholders' equity $1.95B
Dividends
Raised for 4 straight years — most recently to $0.625 from $0.525 in Nov 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 21, 2026 | Aug 21 | Sep 3 | $0.625 | |
| May 22, 2026 | May 22 | Jun 3 | $0.625 | |
| Feb 24, 2026 | Feb 24 | Mar 6 | $0.625 | |
| Nov 21, 2025 | Nov 21 | Dec 4 | $0.625 | raised from $0.525 |
| Aug 22, 2025 | Aug 22 | Sep 4 | $0.525 | |
| May 23, 2025 | May 23 | Jun 3 | $0.525 | raised from $0.45 |
| Feb 24, 2025 | Feb 24 | Mar 6 | $0.45 | |
| Nov 22, 2024 | Nov 22 | Dec 4 | $0.45 | raised from $0.375 |
Ownership
Shares outstanding 35.92M · Float 31.87M · 88.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Georgios Giouroukos · director, officer: Executive Chairman | 3.65M | 10.15% | Form 4 | Mar 16, 2026 |
| Shipping Investments Treasurer Inc. | 2.73M | 7.70% | 13D | Jun 20, 2025 |
| Acadian Asset Management LLC | 1.46M | 4.07% | 13F | Aug 13, 2026 |
| Two Sigma Investments, LP | 1.36M | 3.78% | 13F | Aug 14, 2026 |
| Punch & Associates Investment Management, Inc. | 761.1K | 2.12% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Anastasios Psaropoulos | officer: Chief Financial Officer | −48,330 | $45.02 |
| Aug 26, 2026 | Anastasios Psaropoulos | officer: Chief Financial Officer | −1,670 | $45.03 |
| Aug 26, 2026 | Thomas Arthur Lister | officer: Chief Executive Officer | −30,000 | $44.26 |
| Jul 14, 2026 | Yoram Neugeborn | director | −3,000 | $41.13 |
| Apr 7, 2026 | Georgios Giannopoulos | officer: Chief Compliance Officer | −7,692 | $38.51 |
Peers
- Costamare
Large public containership lessor with long-term fixed-rate charters
- Danaos
Large containership owner with fixed-rate liner charters
- Euroseas
Feeder and intermediate containership owner using charters and pools
