NYSE$GSL

Global Ship Lease Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Global Ship Lease posted $198.1M in Q1 operating revenue and $91.4M net income ($2.54 EPS) as charter renewals and new vessel additions lifted results despite lower YoY EPS without prior-year vessel sale gains.

Global Ship Lease reported first-quarter 2026 operating revenue of $198.1 million, up 3.7% from $191.0 million a year earlier, driven by higher charter renewal rates and the addition of three newly acquired 8,586 TEU containerships, partially offset by 2025 sales of Tasman, Keta, Akiteta and fourth-quarter 2025 sale of Dimitris Y. Operating income was $97.4 million versus $128.5 million in Q1 2025, when a $28.5 million vessel-sale gain boosted the prior-year comparison; net income available to common shareholders was $91.4 million ($2.54 EPS) versus $121.0 million ($3.40 EPS). Normalized net income was $92.1 million ($2.56 normalized EPS), and Adjusted EBITDA rose to $133.2 million from $132.3 million. Fleet utilization improved to 98.2% from 93.7% with only 118 offhire days versus 406 in the prior year. Contracted revenue backlog reached $2.05 billion over 2.6 weighted-average years, with 100% of 2026 and 86% of 2027 charter days covered. Cash and cash equivalents were $404.9 million at March 31, 2026; total debt was $657.8 million with 23 unencumbered vessels. The board declared a $0.625 quarterly dividend payable June 3, 2026.

  • Operating revenue rose 3.7% YoY to $198.1M on higher renewal rates and three new vessel additions
  • Net income was $91.4M ($2.54 EPS); normalized EPS was $2.56; Adjusted EBITDA reached $133.2M
  • Fleet utilization improved to 98.2%; contracted revenue backlog totals $2.05B over 2.6 years
  • Cash of $404.9M and $657.8M total debt; quarterly dividend of $0.625 per Class A share declared

Headline financials

Total Revenue

$198M

Previous: $191M+3.7%
EPS (adj)

$2.56

Previous: $2.65-3.4%
Adjusted EBITDA

$133M

No prior period
Fleet utilization

98.2%

No prior period
Contracted revenue backlog

$2.05B

No prior period
Net Income

$91.4M

Previous: $121M-24.4%
Operating Income

$97.4M

Previous: $128M-24.2%
Cash & Equivalents

$405M

No prior period
Total Assets

$2.9B

No prior period

Revenue & EPS history

Global Ship Lease · Revenue · Quarterly

$198M

Q1 2026+3.7%vs Q1 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.1%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+0.8%

Avg return

30 days after

55%

33 / 60 earnings

Positive

+17.1%

Q2 2015

Best reaction

-48.2%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025-3.8%+1.7%+4.7%
Q3 2025+9.1%+8.9%+12.9%
Q2 2025+2.0%+4.6%+8.0%
Q1 2025+5.3%-2.5%+6.6%
Q4 2024+8.2%+6.9%-9.8%
Q3 2024-5.4%-3.8%-11.4%
Q2 2024+7.3%+7.5%-3.7%
Q1 2024+7.8%+9.7%+12.9%
Q4 2023-8.0%-3.4%+2.6%
Q3 2023+1.4%+5.4%+8.3%
Q2 2023-0.7%-1.7%-7.2%
Q1 2023+4.6%+6.4%+4.6%
Q4 2022+6.8%+6.2%-3.3%
Q3 2022+3.7%+1.7%-3.5%
Q2 2022-2.2%-1.5%-7.1%
Q1 2022-4.5%-6.0%-5.2%
Q4 2021+14.0%+7.7%+14.5%
Q2 2021+7.1%+11.5%+35.8%
Q4 2020-13.4%-3.8%+0.7%
Q2 2020+3.0%+10.2%+18.1%
Q1 2020-3.3%-3.1%+1.9%
Q4 2019-9.8%-12.2%-47.6%
Q3 2019-1.9%+0.1%+17.7%
Q2 2019-6.1%-1.0%-16.3%
Q1 2019+3.5%+4.4%+18.2%
Q4 2018+4.5%+0.0%-10.6%
Q3 2018+8.6%+12.6%+0.0%
Q2 2018+2.5%+7.4%-4.9%
Q1 2018+2.5%+11.8%+20.2%
Q4 2017-2.6%-7.0%-1.7%
Q3 2017-2.1%+32.9%-19.2%
Q2 2017-12.5%-17.6%-21.3%
Q1 2017+4.4%-1.5%-7.4%
Q4 2016-9.8%-9.8%-7.8%
Q3 2016+4.8%-1.6%+32.0%
Q2 2016+0.0%-14.0%-2.3%
Q1 2016+13.9%
Q4 2015-48.2%
Q3 2015-6.0%
Q2 2015+17.1%
Q1 2015+0.9%
Q4 2014+3.1%
Q3 2014+8.3%
Q2 2014-5.6%
Q1 2014+5.0%
Q4 2013-1.8%
Q3 2013+6.3%
Q2 2013-2.4%
Q1 2013+2.4%
Q4 2012-16.6%
Q2 2012+0.6%
Q1 2012+6.6%
Q4 2011-4.3%
Q3 2011-6.2%
Q4 2010+7.5%
Q2 2011-19.3%
Q1 2011-0.6%
Q3 2010+4.5%
Q2 2009+2.7%
Q1 2010+0.0%

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