A.P. Moller–Maersk has upgraded its full-year 2026 financial guidance after stronger-than-expected global container demand and resilient freight rates supported earnings during the first half of the year.
The carrier now expects underlying EBITDA of USD 8–10 billion, compared with its earlier guidance of USD 4.5–7 billion, while underlying EBIT has been revised to USD 2–4 billion from the previous range of -USD 1.5 billion to USD 1 billion. Maersk also raised its free cash flow outlook and now forecasts global container demand growth of around 4% in 2026.
According to the company, demand has remained robust, particularly on Far East export routes, supported by resilient consumer spending, advance shipments ahead of potential trade policy changes, and continued supply chain adjustments amid geopolitical uncertainty.
Why it matters: Maersk's revised outlook reinforces expectations of a stronger-than-anticipated peak shipping season. For shippers, the upgrade signals continued firm freight rates and healthy cargo volumes, while ports, logistics providers, and exporters may benefit from sustained container throughput if current demand trends continue through the remainder of the year.
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