ZIM
Moves containerized cargo on global routes through an agile liner network.
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Profile
Provides containerized cargo transportation and related logistics through a global liner network. Focuses on selected niche markets using an agile fleet that is mostly chartered, with LNG-powered vessels supporting its renewal program.
Moves containerized cargo and related logistics through one integrated liner network spanning Pacific, Latin America, Atlantic, Cross-Suez and Intra-Asia routes. The network is operated as one integrated business.
The business concentrates on selected niche markets and uses an agile, mostly chartered fleet, with owned vessels complementing chartered capacity. Its fleet-renewal program added LNG-powered containerships, extending the network’s operating capability.
Operations depend on route availability, geopolitical security, freight and vessel-charter rates, and fuel costs. Red Sea disruption has required former Suez services to sail around Africa, lengthening voyages and requiring extra capacity to maintain frequency.
Company facts
Categories
Key statistics
Year to date +25.2% · Average volume (30d) 1.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Barclays | Reiterate | Underweight | $17 | $20 | |
| Jun 30, 2026 | Barclays | Reiterate | Underweight | $13.70 | $17 | |
| Feb 19, 2026 | Citigroup | Upgrade | Sell | Neutral | ||
| Jan 14, 2026 | Goldman Sachs | Target | $21 | |||
| Dec 19, 2025 | Barclays | Reiterate | Underweight | $13.90 | $13.70 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026Q2 FY26 | −$0.02 | $0.53 | +2,444.1% | $1.79B | $1.78B | −0.3% | −3.79% |
| May 20, 2026Q1 FY26 | −$0.22 | −$0.72 | −227.3% | $1.48B | $1.40B | −5.9% | −0.08% |
| Mar 9, 2026Q4 FY25 | −$1.01 | −$0.58 | +42.6% | $1.57B | $1.48B | −5.2% | −0.65% |
| Nov 20, 2025Q3 FY25 | $0.77 | $1.02 | +33.2% | $1.74B | $1.78B | +2.3% | +0.90% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.01B | $1.64B | $1.78B | $1.48B | $1.40B | $1.78B | |
| Gross profit | $528.1M | $214.6M | $331.0M | $83.6M | $57.2M | $567.1M | |
| Operating income | $454.2M | $136.6M | $253.6M | $3.2M | −$13.7M | $144.3M | |
| Net income | $295.3M | $22.8M | $123.0M | $38.1M | −$86.0M | $63.5M | |
| Diluted EPS | $2.45 | $0.19 | $1.02 | $0.32 | −$0.71 | $0.53 | |
| Gross margin | 26.3% | 13.1% | 18.6% | 5.6% | 4.1% | 31.8% | |
| Operating margin | 22.6% | 8.4% | 14.3% | 0.2% | -1.0% | 8.1% |
Fiscal years (4-quarter sums)FY21 $10.73B · FY22 $12.56B · FY23 $5.16B · FY24 $8.43B · FY25 $6.90B
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $1.64B · Total debt $5.31B · Total assets $10.67B · Shareholders' equity $3.88B
Dividends
Last raised to $0.88 from $0.31 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Mar 20, 2026 | Mar 20 | Mar 26 | $0.88 | raised from $0.31 |
| Dec 1, 2025 | Dec 1 | Dec 8 | $0.31 | raised from $0.06 |
| Sep 2, 2025 | Sep 2 | Sep 9 | $0.06 | cut from $0.74 |
| Jun 2, 2025 | Jun 2 | Jun 9 | $0.74 | cut from $3.17 |
| Mar 24, 2025 | Mar 24 | Apr 3 | $3.17 | raised from $0.93 |
| Dec 2, 2024 | Dec 2 | Dec 9 | $3.65 | special dividend |
| Aug 29, 2024 | Aug 29 | Sep 5 | $0.93 | raised from $0.23 |
| Jun 4, 2024 | Jun 4 | Jun 11 | $0.23 | cut from $6.40 |
Ownership
Shares outstanding 120.52M · Float 114.86M · 95.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Meitav Investment House Ltd | 5.48M | 4.55% | 13F | Jul 20, 2026 |
| American Century Companies Inc | 3.62M | 3.00% | 13F | Aug 12, 2026 |
| BlackRock, Inc. | 3.57M | 2.96% | 13F | Aug 7, 2026 |
| Yelin Lapidot Holdings Management Ltd. | 3.31M | 2.75% | 13F | Aug 3, 2026 |
| Millennium Management LLC | 1.85M | 1.54% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Xavier Destriau | officer: EVP Chief Finance Officer | −12,084 | $28.80 |
| Aug 24, 2026 | Eyal Ben-Amram | officer: EVP Chief Information Officer | −4,000 | $28.57 |
| Aug 24, 2026 | Nissim Yochai | officer: EVP ZIM USA President | −7,535 | $28.83 |
| Aug 21, 2026 | Eli Glickman | other: Former CEO | −254,221 | $28.22 |
| Jun 12, 2026 | Saar Dotan | officer: EVP Countries & Business Devel | −11,000 | $26.11 |
Peers
Not reported.