达飞集团第三季净利润23.2亿美元：收入184亿美元增31.1%、集装箱运量650万标准箱增5.5%
法国 Marseille，航运集团达飞（CMA CGM）11月13日公布2026年第三季业绩。集团收入为184亿美元，同比增长31.1%；息税折旧摊销前利润（EBITDA）为47.8亿美元，增长61.6%，利润率升至25.9%，上年同期为21%；归属集团净利润为23.2亿美元，上年同期为7.6亿美元。
海运业务是主要推动力。第三季集团承运集装箱650万标准箱（TEU），同比增长5.5%，继第二季增长6%之后继续跑赢整体市场。海运收入增长37.3%至123亿美元，平均每标准箱收入增长30%至1,891美元；海运板块 EBITDA 为40亿美元，利润率32.4%，同比提高7.5个百分点。
物流业务收入增长19.2%至54.6亿美元，但 EBITDA 下降14.4%至3.66亿美元，利润率收窄至6.7%。集团表示，海运需求与运价的有利趋势预计在未来数月延续，同时中东局势紧张与全球贸易关系不确定性仍是前景中的变数；集团未给出财务指引。
董事长兼首席执行官 Rodolphe Saadé 在业绩公告中表示，在不确定的地缘政治环境下，集团第三季表现强劲，动力来自海运业务的势头与不断增长的运量。报道指出，运量增长的驱动因素包括企业补库存，以及超级智能（SI）基础设施与数据中心投资带来的货运需求。
另有报道提到，按法国2027年预算方案，达飞可能面临一项额外税负。
达飞集团总部位于 Marseille，是全球主要集装箱航运集团之一，业务还包括物流、码头与航空货运。
图中是达飞集团旗下的集装箱船 CMA CGM Alaska 号
CMA CGM Third-Quarter Net Profit Reached $2.32 Billion: Revenue Up 31.1% to $18.4 Billion, Container Volumes Up 5.5% to 6.5 Million TEU
MARSEILLE, France. Shipping group CMA CGM reported its third-quarter 2026 results on November 13. Group revenue rose 31.1% to $18.4 billion, earnings before interest, taxes, depreciation and amortization (EBITDA) jumped 61.6% to $4.78 billion with the margin improving to 25.9% from 21% a year earlier, and net income attributable to the group climbed to $2.32 billion from $760 million in the third quarter of 2025.
Container shipping drove the performance. The group carried 6.5 million twenty-foot equivalent units (TEU) during the quarter, up 5.5% year over year, outpacing the broader market and following 6% growth in the second quarter. Shipping revenue surged 37.3% to $12.3 billion, supported by a 30% increase in average revenue per container to $1,891 per TEU, and the division generated EBITDA of $4.0 billion at a margin of 32.4%, up 7.5 percentage points.
The logistics business reported revenue of $5.46 billion, up 19.2% from a year earlier, while its EBITDA fell 14.4% to $366 million and its margin narrowed to 6.7%. The group said favourable demand trends and freight rates were expected to persist over the coming months, though tensions in the Middle East and uncertainty over global trade relations continued to cloud the outlook. The company did not provide financial guidance.
In an uncertain geopolitical environment, the Group has delivered a strong performance in the third quarter, driven by the momentum and the increasing volumes of our maritime activities, said Rodolphe Saadé, chairman and CEO of CMA CGM, in the earnings announcement. Reporting on the results attributed volume growth in part to corporate restocking and to capital spending on super intelligence (SI) infrastructure and data centres.
Reuters also reported that CMA CGM could face an additional tax under France's 2027 budget plans.
Headquartered in Marseille, CMA CGM is one of the world's largest container shipping groups, with additional operations in logistics, terminals, and air cargo.
来源：达飞集团
发布：GSM·美国（发布链接）
图片来源：图：达飞集团旗下的集装箱船 CMA CGM Alaska 号。来源：Marc Ryckaert (MJJR), CC BY 3.0，维基共享资源。 / Photo: The CMA CGM Alaska, a container ship of the CMA CGM group. Credit: Marc Ryckaert (MJJR), CC BY 3.0, via Wikimedia Commons.
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