Global Ship Lease第三季营业收入2.014亿美元增4.5%：净利9920万美元每股2.75美元，在手合同收入34亿美元，季度股息升至每股0.6875美元
希腊雅典消息—集装箱船船东 Global Ship Lease（纽约证券交易所：GSL）11月9日公布截至2026年9月30日的第三季度未经审计业绩。按公司官方业绩稿正文，该季营业收入为2.014亿美元，同比增长4.5%（去年同期1.927亿美元），公司称增长主要来自续约租金上升的净效应与新购入三艘船舶的贡献；归属普通股股东净利为9,920万美元、每股收益2.75美元，去年同期净利为9,260万美元；标准化净利为9,930万美元、每股2.75美元；调整后 EBITDA 为1.388亿美元，去年同期为1.302亿美元。该季船队利用率为96.6%，去年同期为95.9%。前九个月营业收入为5.981亿美元，净利为2.799亿美元。
合同与股息方面，公司称前九个月新增18.2亿美元合同收入，截至9月30日在手合同收入合计34亿美元，按标准箱加权的平均剩余租期为3.5年，租约覆盖率2026年为100%、2027年为98%、2028年为74%。董事会把季度补充股息上调25%（每股增加0.0625美元），第三季股息定为每股0.6875美元，年化股息达每股2.75美元，将于12月3日派付予11月20日在册的 A 类普通股股东。
船队与融资方面，公司10月达成一笔10亿美元银团贷款（利率为 SOFR 加1.5%、期限七年），为15艘新造船融资，由八家银行组成银团、美国银行任牵头行与代理行；10月另行使选择权增订2艘中型超高冷藏宽体集装箱船，合同总价1.630亿美元，定于2029年第四季度交付，使在订新造船增至17艘、交付期为2028年末至2030年初，其中15艘已落实多年期租约。执行董事长 George Youroukos 在业绩稿中表示，在手34亿美元合同收入与股息上调源于公司对灵活运力的持续专注；首席执行官 Thomas Lister 表示，这笔获超额认购的银团贷款建立在公司稳健的资产负债表与全球银行业关系之上。
Global Ship Lease Third-Quarter Operating Revenue Rises 4.5% to $201.4 Million: Net Income of $99.2 Million or $2.75 Per Share, a $3.4 Billion Contracted Revenu
ATHENS, Greece — Global Ship Lease, Inc. (NYSE: GSL), an owner of containerships, reported on November 9 its unaudited results for the third quarter ended September 30, 2026. According to the company's official earnings release, operating revenue was $201.4 million, up 4.5% from $192.7 million a year earlier, principally due to the net effect of higher rates on charter renewals and the addition of three newly acquired vessels. Net income available to common shareholders was $99.2 million, or $2.75 per share, compared with net income of $92.6 million a year earlier; normalized net income was $99.3 million, or $2.75 normalized EPS; and adjusted EBITDA was $138.8 million, compared with $130.2 million a year earlier. Fleet utilization was 96.6% in the quarter, compared with 95.9% a year earlier. For the nine months, operating revenue was $598.1 million and net income was $279.9 million.
On contracts and dividends, the company said it added $1.82 billion of contracted revenue during the nine months, bringing total contracted revenue at September 30, 2026 to $3.4 billion over a TEU-weighted average remaining duration of 3.5 years, with contract cover of 100% for 2026, 98% for 2027 and 74% for 2028. The board increased the quarterly supplemental dividend by 25% ($0.0625 per share), setting the third-quarter dividend at $0.6875 per Class A common share — $2.75 annualized — payable on December 3, 2026 to shareholders of record on November 20, 2026.
On fleet and financing, in October 2026 the company agreed a $1.0 billion syndicated loan facility at SOFR plus 1.5% with a seven-year duration to finance 15 newbuildings, from an eight-member syndicate with Bank of America as bookrunner, mandated lead arranger and agent; it also exercised options for two additional mid-size, ultra-high-reefer, wide-beam containerships for an aggregate $163.0 million, scheduled for delivery in the fourth quarter of 2029, taking the orderbook to 17 vessels delivering between late 2028 and early 2030, of which 15 have secured long-term charters. Executive Chairman George Youroukos said in the release that the $3.4 billion contracted revenue backlog and the dividend increase reflect the company's focus on highly flexible tonnage, and Chief Executive Officer Thomas Lister said the oversubscribed syndicated facility rests on the company's balance sheet and banking relationships.
—-
来源：Global Ship Lease（公司
发布：GSM·美国（发布链接）
图片来源：集装箱船（资料图）。（Wikimedia Commons／CC BY-SA 4.0）|A container ship (file photo). (Wikimedia Commons / CC BY-SA 4.0)
GSM Global · 本篇英文版 English edition of this story
