日本海事新聞ニュース Japan Maritime Daily Sep 01, 2026 (Tue)

Container Lines See Q2 Earnings Rebound on Rate Hike, but H1 Profits Fall Short

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　Many major container shipping companies reported improved results in the April-June quarter of 2026 ・・・ 続きはログインして下さいnext %E3%80%80Many+major+container+shipping+companies+reported+improved+results+in+the+April-June+quarter+of+2026+compared+with+the+January-March+quarter.+Rising+container+freight+rates+and+increased+cargo+volumes+since+May+contributed+to+a+series+of+year-on-year+increases+in+revenue+and+profit.+However%2C+for+some+shipping+companies%2C+deterioration+in+financial+performance+and+increased+tax+burden+weighed+on+profits%2C+in+addition+to+higher+transportation+costs+stemming+from+turmoil+in+the+Middle+East.+The+degree+of+recovery+varied+by+profit+level.+%3Cbr%3E%3Cbr%3E%E3%80%80On+the+market+front%2C+the+composite+Shanghai+Containerized+Freight+Index+%28SCFI%29+rose+66%25+from+early+May+to+the+end+of+June.+Until+April%2C+freight+rates+faced+downward+pressure+from+increased+supply+due+to+the+delivery+of+newbuilds%2C+but+supply+and+demand+on+major+routes+tightened+rapidly+because+of+front-loaded+shipments+in+anticipation+of+changes+in+U.S.+tariff+policy.+The+increase+was+particularly+pronounced+on+routes+to+North+America%2C+providing+a+tailwind+for+improved+earnings+in+the+latter+half+of+the+quarter.+However%2C+the+timing+at+which+higher+spot+freight+rates+were+reflected+in+average+freight+rates%2C+including+contract+rates%2C+and+in+earnings+varied+among+shipping+companies%2C+resulting+in+differing+degrees+of+recovery.+%3Cbr%3E%E3%80%80Maersk%E2%80%99s+Ocean+business+%28container+shipping%29+saw+net+sales+and+profit+significantly+exceed+those+of+the+same+period+last+year%2C+driven+by+higher+volumes+and+average+freight+rates.+The+container+shipping+businesses+of+CMA+CGM+and+COSCO+Shipping+Holdings+also+posted+higher+revenues+and+profits.+HMM%E2%80%99s+company-wide+operating+profit+increased.+All+three+Taiwanese+shipping+companies+also+reported+higher+profits%2C+while+ZIM%E2%80%99s+net+profit+expanded+to+2.7+times+that+of+the+same+period+last+year.+In+addition+to+rising+freight+rates%2C+increased+transport+volumes+also+boosted+the+companies%E2%80%99+earnings.+%3Cbr%3E%E3%80%80Hapag+Lloyd%2C+on+the+other+hand%2C+posted+only+a+modest+increase+in+EBITDA%2C+while+EBIT+and+net+profit+declined.+Deteriorating+financial+results+and+the+reversal+of+the+tax+effect+in+the+same+period+last+year+weighed+on+net+profit.+Ocean+Network+Express+%28ONE%29+also+increased+its+net+sales+and+EBITDA%2C+but+its+after-tax+profit+was+lower+than+in+the+same+period+last+year.+Higher+fuel+prices+and+additional+costs+from+detours%2C+skips%2C+and+port+congestion+caused+by+escalating+tensions+in+the+Middle+East+also+partially+offset+the+effects+of+rising+freight+rates.+%3Cbr%3E%E3%80%80While+recovery+progressed+in+the+April-June+quarter%2C+many+shipping+companies%E2%80%99+results+remained+lower+than+in+the+same+period+last+year+in+the+January-June+period.+This+was+because+they+were+strongly+affected+by+falling+freight+rates+and+increased+vessel+capacity+in+the+January-March+quarter%2C+with+profits+declining+at+Maersk%2C+the+container+shipping+businesses+of+CMA+CGM+and+COSCO%2C+as+well+as+Hapag+Lloyd%2C+HMM%2C+and+ZIM.+Taiwan%E2%80%99s+shipping+companies%2C+excluding+Wan+Hai%2C+also+posted+lower+net+profits.+High+freight+rate+levels+in+the+first+half+of+the+previous+year%2C+due+in+part+to+continued+diversions+around+the+Red+Sea%2C+also+weighed+on+comparisons%2C+and+improvement+in+the+April-June+quarter+alone+was+insufficient+to+fully+offset+the+decline+in+the+first+half+of+the+year.+%3Cbr%3E%E3%80%80After+temporarily+declining+in+July%2C+the+SCFI+rose+again+from+the+end+of+the+month%2C+led+mainly+by+routes+to+the+Americas.+The+composite+index+dated+August+28+rose+3%25+from+the+previous+week+to+3%2C509+points%2C+setting+a+year-to-date+high+for+the+third+consecutive+week.+While+the+contribution+of+higher+freight+rates+may+become+more+pronounced+in+the+July-September+quarter%2C+a+reversal+from+front-loaded+demand%2C+the+supply+of+newbuilds%2C+and+increased+costs+associated+with+the+situation+in+the+Middle+East+will+affect+earnings.+The+focus+will+be+on+whether+higher+freight+rates+can+be+translated+into+profits.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

コンテナ船社、4―6月期 業績改善。運賃回復、上期は減益多く

2026/09/01(火)

日本海事新聞 JMD

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