Maersk raises profit forecast as global container volumes increase

In its latest financial results for the second quarter of 2025, Maersk reported increased year-on-year revenue and EBITDA, increasing from $12.8bn to $13.1bn, and $2.1bn to $2.3bn respectively. The firm said the results came on the back of continued focus on execution and operational improvements, despite the “unprecedented geopolitical volatility and low visibility into macroeconomic developments”. Maersk said the contraction in North American imports, partly due to the US tariffs, was “more than offset” by the strong import growth into Europe, Latin America, West-Central Asia and Africa.

The ocean freight sector showed good profitability, driven by growth despite adverse rates, while logistics and services showed continued progress with an EBIT margin improvement to 4.8%, which the company said was driven by key product growth, cost control and operational improvements. Terminals experienced record-high volume with higher revenue per move and cost per move mitigated through high utilisation.

US tariff changes: Visual map of key trade rates

Recent trade deals have been changing tariff rates for various countries, seeing some drop from previously threatened higher tariffs, while others have increased. Each rate holds consequences for the automotive industry, potentially shifting supply chains and flows as OEMs, suppliers and logistics providers alike attempt to ascertain the most optimal, efficient and cost-effective transport routes and markets.

Anushka Dixit

As a result of more resilient market demand outside of North America, Maersk raised its full-year guidance for EBITDA from 6.0-9.0 to 8.0-9.5

“Our new East-West network is raising the bar on reliability and setting new industry standards,” said Vincent Clerc, CEO, AP Møller Maersk. “Even with market volatility and historical uncertainty in global trade, demand remained resilient, and we’ve continued to respond with speed and flexibility. As our customers navigate these complex challenges, we remain committed to helping them build stronger and more adaptable supply chains, making sure they are ready to not just weather disruption, but to grow through it.”

Maersk’s acquisitions and investments

Maersk’s acquisition of the Panama Canal Railway Company (PCRC) in April this year brought a revenue of $17m and an “insignificant net profit”, with acquisition costs of $5m recognised as operating costs of the company.

In total, Maersk has committed $7.4bn in investments for dual-fuel vessels, terminal concessions and future contracts.