Global Ship Lease Announces Q3 Normalized EPS of $2.62, Exceeding Consensus Estimate of $2.37
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Q3 Revenue Performance: The company reported Q3 revenue of $192.7 million, exceeding the consensus estimate of $180.36 million, and highlighted strong performance in the mid-sized and smaller containership charter market despite geopolitical instability.
Market Dynamics: External factors are fragmenting the global containership supply chain, increasing the demand for flexible tonnage as companies diversify sourcing to manage supply chain risks, while containerized trade continues to grow.
Charter Coverage and Revenue Backlog: The company has secured significant forward charter coverage, with 2025 fully covered and a revenue backlog nearing $2 billion over an average of 2.5 years, allowing for increased supplemental dividends.
Dividend Increase: The supplemental quarterly dividend is being raised by $0.40 per common share, marking a 19% increase and a total uplift of $1.00 per share since Q2 2024, reflecting a disciplined approach to fleet renewal and market opportunities.
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Analyst Views on GSL
Wall Street analysts forecast GSL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GSL is 39.00 USD with a low forecast of 39.00 USD and a high forecast of 39.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 37.570
Low
39.00
Averages
39.00
High
39.00
Current: 37.570
Low
39.00
Averages
39.00
High
39.00
About GSL
Global Ship Lease, Inc. is an independent owner of containerships with a diversified fleet of mid-sized and smaller containerships. The Company is focused on mid-size Post-Panamax and smaller containerships which tend to serve the non-Mainlane and intra-regional trades. The Company takes a partnership approach with its customers, providing flexible chartering solutions which enable them to free up capital and management resources to focus on other strategic priorities. As a containership owner, its business is both pro-cyclical - with chartered tonnage used as a growth platform by liner shipping companies, and counter-cyclical - with sale and lease-back structures used by liner companies as a balance sheet management tool. The Company's fleet of 69 vessels has an average age weighted by TEU capacity of 17.5 years. 39 ships are wide-beam Post-Panamax. Its vessels include CMA CGM Thalassa, Zim Norfolk, Zim Xiamen, Anthea Y, Sydney Express, Istanbul Express, GSL Effie and Newyorker.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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