Costamare Inc (STU:LCM)

Q2 2025 Costamare Inc Earnings Call Transcript

Jul 31, 2025 / 12:30 PM GMT

Release Date Price: €8.15 (-0.31%)

Transcript

Key Points

Positve

Costamare Inc (CMRE) reported a net income of $99 million for the second quarter of 2025, indicating strong financial performance.
The company successfully completed the spinoff of Costamarearques, focusing on its core container ship business.
Costamare Inc (CMRE) has ordered four new container ships, each with an 8-year charter agreement, enhancing future revenue streams.
The company has a high level of contracted revenues amounting to $2.5 billion, with a solid charter coverage for 2025 and 2026.
Neptune Maritime Leasing, a platform associated with Costamare Inc (CMRE), has shown significant growth, funding or committing to 47 shipping assets.

Negative

The company faces elevated asset prices in the market, which previously hindered new building orders.
There is no immediate plan to increase shareholder returns through dividends or share repurchases, as these decisions are subject to board approval.
Despite a strong financial position, Costamare Inc (CMRE) remains cautious about entering new transactions unless they are deemed financially justified.
The company's strategy remains unchanged, potentially limiting flexibility in adapting to market shifts.
The investment in Neptune Maritime Leasing is nearing its initially committed capital, raising questions about future funding and expansion.

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

CMRE.N - Costamare Inc
Q2 2025 Costamare Inc Earnings Call
Jul 31, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by, ladies and gentlemen, and welcome to the Costa Mare Inc conference call on the 2nd quarter, 2025 financial results.

Have with us Mr. Gregory Zicos, financial officer of the company.

At this time, all participants are in a listen-only mode.

There will be a presentation followed by a question and answer session.

At which time if you wish to ask a question.

T Alright one moment If you wish to ask a question, please press the star key followed by 0.

Telephone keypad and wait for your name to be announced. I must advise you that this conference is being recorded today, Thursday, July 31st, 2025.

We would like to remind you that this conference call contains

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