Norway's Wallenius Wilhelmsen Q4 EBITDA falls 16% QoQ

Wallenius Wilhelmsen ASA

11/02/2026 06:10

Overview

Norway RoRo shipping firm's Q4 adjusted EBITDA fell 16% QoQ due to trade mix

Company maintained strong demand from Asia, securing USD 1bn in new contracts

Total dividend payout for 2025 was USD 2.11 per share, above target range

Outlook

Wallenius Wilhelmsen maintains 2026 adjusted EBITDA outlook at USD 1.65bn - 1.75bn

Company sees strong demand from Asia supporting fleet capacity growth

Wallenius Wilhelmsen positions for future growth with fleet and business expansion

Result Drivers

TRADE MIX AND COSTS - Q4 adjusted EBITDA impacted by trade mix and extraordinary one-off costs, according to CEO Lasse Kristoffersen

STRONG ASIAN DEMAND - Continued strong demand for shipping from Asia absorbed fleet capacity growth in 2025

CONTRACT RENEWALS - Secured USD 1bn in contract renewals, extensions and new business in the quarter

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EBITDA
$400 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the marine freight & logistics peer group is "buy."

Wall Street's median 12-month price target for Wallenius Wilhelmsen ASA is NOK98.50, about 15.6% below its February 10 closing price of NOK116.70

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 5 three months ago

Press Release: ID:nObiYb6Wba

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)