Shares of Global Ship Lease Inc. (GSL) plummeted around 5% on November 11, 2024, after the containership owner reported its third quarter 2024 earnings results. While the company posted solid revenue and profit numbers, investors appeared concerned about some underlying factors that could impact its future performance.
For the three months ended September 30, 2024, GSL reported revenue of $174.1 million, a slight decrease of 0.2% compared to the same period in 2023. Net income attributable to common shareholders came in at $78.8 million, down 4.7% year-over-year. Adjusted EBITDA, a key profitability metric, rose 1.1% to $123.3 million.
One area of potential concern was the increase in vessel operating expenses, which grew 1.1% to $46.6 million in the third quarter. The company attributed this rise mainly to higher costs for repairs, spares, maintenance, and the impact of inflation on fees and expenses, including management fees. With cost pressures mounting, GSL's ability to sustain strong profit margins could face challenges.
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