Raises FY26 Underlying EBTIDA $8-10.0B, EBIT $2.0-4.0B, FCF 'at least' -$1.5B (prior: EBITDA $4.5-7.0B, EBIT -$1.5B to +$1.0B, FCF at least
This is based on a volume growth outlook for the global container market of about 4% (previously 2-4%) for full-year 2026. - - CONTEXT: This is fresh news but also a follow-up to the same 2026 debate investors have been focused on: whether Red Sea/Suez routing disruptions and resilient volumes can offset vessel overcapacity and falling freight rates.
This is based on a volume growth outlook for the global container market of about 4% (previously 2-4%) for full-year 2026. - - CONTEXT: This is fresh news but also a follow-up to the same 2026 debate investors have been focused on: whether Red Sea/Suez routing disruptions and resilient volumes can offset vessel overcapacity and falling freight rates.