Q2 2025 AP Moeller - Maersk A/S Earnings Call Transcript

Aug 7, 2025 / 09:00 AM GMT

Release Date Price: kr12730

Transcript

Key Points

Positve

A P Moller Maersk AS (AMKAF) delivered strong financial performance with an EBITDA of $2.3 billion and an EBIT of $845 million, despite a volatile external environment.
The company successfully transitioned to the Gemini network in its ocean segment, achieving a reliability score above 90% since its launch.
Terminals performed strongly, with record high volumes and a return on invested capital (ROIC) of 15.4%, well above the 9% target.
The logistics and services segment showed improvement with an EBIT margin of 4.8%, reflecting a year-on-year improvement of 1.3 percentage points.
A P Moller Maersk AS (AMKAF) increased its financial guidance for 2025, expecting an underlying EBITDA of $8 to $9.5 billion, up from the previous guidance of $6 to $9 billion.

Negative

The company faced geopolitical volatility and low visibility into macroeconomic factors, impacting its operations.
North America, the largest region in terms of revenue for logistics, experienced an 8% year-on-year revenue decline.
Ocean segment faced challenges with lower freight rates, which were down 9.6% year-on-year, impacting profitability.
The logistics and services segment is still working towards achieving its 6% EBIT margin target, indicating room for improvement.
There is continued uncertainty regarding the Red Sea situation, which is expected to cause disruptions for the full year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MAERSKb.CO - AP Moeller - Maersk A/S
Q2 2025 AP Moeller - Maersk A/S Earnings Call
Aug 07, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome everyone and thank you for joining us on this earnings call today as we present our second quarter results for 2025. My name is Vincent Clerk. I'm the CEO of AP Mole Maersk, and with me in the room today is our CFO Patrick Yanni.

Right.

As usual, we start with the highlights from the quarter that just passed. In the second quarter of 2025, we demonstrated strong financial performance in a volatile external environment.

We delivered EBD $2.3 billion and an EBIT of $845 million driven by strong execution across all our businesses.

This happened against the backdrop of a historically uncertain external environment which materialized already towards the start of the quarter as we

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