Wallenius Wilhelmsen

Wallenius Wilhelmsen (WAWI) investor relations material

Wallenius Wilhelmsen Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.

Q2 2026 earnings summary11 Aug, 2026

Executive summary

Q2 2026 delivered strong shipping and logistics performance with full fleet utilization and robust demand from Asia, especially China, despite higher fuel costs and Middle East conflict impacts.
Adjusted EBITDA for Q2 2026 was USD 361m, down 7% quarter-on-quarter and 24% year-on-year, mainly due to increased bunker expenses and digital transformation costs.
Logistics services improved profitability through operational efficiency and an improvement program.
Dividend of USD 0.61 per share for H1 2026, totaling USD 258m and including an extraordinary USD 100m dividend, was approved.
Maintained a strong market outlook and full-year adjusted EBITDA guidance of about USD 1.6bn.

Financial highlights

Q2 2026 revenue was USD 1,305m, up 4% quarter-on-quarter but down 3% year-on-year; adjusted EBITDA margin was 28%.
Net profit for Q2 2026 was USD 138m, down 22% quarter-on-quarter and 66% year-on-year; EPS was USD 0.29.
Operating cash flow for Q2 was USD 260m, down 19% quarter-on-quarter; cash conversion ratio was 72%.
Net interest-bearing debt at quarter end was USD 2,011m; liquidity reserves stood at USD 1.2bn.
Cash and cash equivalents at quarter end were USD 627m, down 30% quarter-on-quarter.

Outlook and guidance

Maintained full-year 2026 adjusted EBITDA guidance at about USD 1.6bn.
Strong demand from China and Asia expected to persist, with high utilization and tight capacity in Shipping services.
Anticipate recouping higher fuel costs in H2 2026 as customer compensation mechanisms take effect.
Outlook remains dependent on the duration and impact of the Middle East conflict and other geopolitical risks.
Logistics segment expected to continue strong performance; government services to improve in H2.

HMG agreement impact on EUKOR put option liability

Remaining capital commitment for the 14 newbuilds

Breakdown of the H1 2026 dividend per share

Chinese car exports via non-RoRo methods

Drivers of the logistics margin improvement

Global RoRo fleet capacity outlook for 2030

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