NYSE$GSL
Global Ship Lease Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Global Ship Lease reported higher revenue and net income year over year with strong charter coverage and contracted revenue visibility.
Global Ship Lease delivered solid Q4 2025 results with revenue growth and higher net income supported by charter renewals at higher rates and fleet additions. The company ended the quarter with strong forward visibility, including $2.24B in contracted revenues and high charter coverage for upcoming years.
- Revenue increased year over year driven by higher charter renewal rates and fleet additions.
- Net income rose to $100.22M with EPS of $2.79.
- Contract coverage reached 99% for 2026 and 81% for 2027.
- Total contracted revenue backlog reached $2.24B providing strong visibility.
Headline financials
Revenue & EPS history
Global Ship Lease · Revenue · Quarterly
$191M
Forward guidance
Management highlighted strong forward visibility with significant charter coverage and a large contracted revenue backlog supported by continued demand for mid-sized containerships.
Tailwinds
- 99% charter coverage for 2026.
- 81% charter coverage for 2027.
- Total contracted revenues of $2.24B.
- Strong balance sheet with reduced leverage around 0.5x.
- Continued demand for flexible mid-sized containerships.
Headwinds
- Geopolitical risks affecting global shipping routes.
- Potential volatility from tariff policies and trade tensions.
- Operational risks including vessel downtime and drydock schedules.
- Exposure to charter rate cycles in shipping markets.
- Rising operating expenses including crew and maintenance costs.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2025
-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
| Quarter | Report date | Reaction (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% | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro