Danaos Corp (NYSE:DAC)

Q2 2025 Danaos Corp Earnings Call Transcript

Aug 5, 2025 / 01:00 PM GMT

Release Date Price: $92.82 (+0.52%)

Transcript

Key Points

Positve

Danaos Corp (DAC) has added approximately $113 million to its contracted revenue backlog, increasing its total contracted revenue base to $3.6 billion.
The company maintains a strong charter coverage with 99% for 2025 and 88% for 2026, providing significant insulation from market fluctuations.
Danaos Corp (DAC) has a strong balance sheet with minimal leverage, allowing for strategic capital allocation and long-term success.
The company has declared a dividend of $0.85 per share and has $94.3 million remaining authority for stock repurchases under its $300 million share repurchase program.
Danaos Corp (DAC) has secured a new vessel on a 5-year charter, ensuring visibility and attractive returns.

Negative

Adjusted EPS for the quarter decreased to $6.36 per share from $6.78 per share in the same quarter of 2024, reflecting a decline in adjusted net income.
Total operating costs increased by $24.7 million, primarily due to an increase in the average number of vessels in the fleet.
There was a $3.6 million increase in net finance costs and a $2.7 million decrease in dividend income from investments.
Revenues in the container segment decreased by $8.2 million due to lower contracted charter rates.
Interest expenses increased by $4.3 million due to higher average indebtedness, despite a reduction in the cost of debt service.

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

DAC.N - Danaos Corp
Q2 2025 Danaos Corp Earnings Call
Aug 05, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Deaus Corporation conference call to discuss the financial results for the three months ending June 30th, 2025.

As a reminder, today's call is being recorded.

Hosting the call today is Doctor John Gusta, Chief Executive Officer of Dana Corporation, and Mr. Evangelos Hazis, Chief Financial Officer of Danas Corporation.

Doctor Gustas and Mr. Haziz will be making some introductory comments, and then we will open the call to a question and answer session.

Should you need assistance, please signal a conference specialist by pressing, then 0 on your telephone keypad.

After today's presentation, there will be an opportunity to ask questions.

To ask a question, you may press,

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