Maersk Q1 2025 Results: Strong Performance Amid Trade Tensions and Outlook Revision

By Ken Miller, Editor & Senior Journalist

The first quarter of 2025 saw Maersk deliver a robust operational performance, with preliminary EBITDA reaching $2.71 billion—up 70% from the same period last year and exceeding analyst expectations. This strong financial showing was driven by sustained demand and a resilient global economy, despite ongoing macroeconomic and geopolitical uncertainties.

However, the company has revised its full-year outlook, now forecasting global container volume growth between -1% and 4%, down from an earlier projection of 4%. The adjustment reflects the impact of escalating trade tensions, particularly the U.S.-China dispute, which has caused a sharp slowdown in trade flows. Maersk’s CEO, Vincent Clerc, noted that the current environment has introduced significant volatility, with recent trade disruptions affecting the entire industry.

While the company’s earnings demonstrated resilience, the outlook remains cautious. Clerc emphasized that unless a resolution is reached soon, tariffs and trade tensions are likely to continue constraining volumes, especially in the China-U.S. corridor. The company also warned that disruptions in the Red Sea trade route are expected to persist throughout the year.

Shares of Maersk traded about 2.2% lower in early London trading, reflecting investor concerns over ongoing trade conflicts and their impact on the global shipping industry. Despite the challenges, Maersk remains focused on managing volatility and leveraging its strong operational base to navigate an uncertain market environment.

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