Strong container market demand and sustained increase in spot market rates are behind the guidance increase

Maersk logo and containers on vessel MUST CREDIT Mariusz - Adobe Stock

Image: Mariusz - Adobe Stock

Logistics giant AP Moller-Maersk has announced that it has upgraded its guidance for the full-year of 2026.

The update comes as a result of continued strong demand in the container market, particularly in the Far East, and a recent sustained increase in spot market rates, the company explained.

For the full year, Maersk now expects underlying EBITDA of US$8bn-10bn, up from the previous guidance of US$4.5bn-7bn.

Underlying EBIT is expected to come in at US$2bn-4bn, an increase on US$-1.5bn-1bn, with free cash flow pushed up from at least US$-3bn to at least US$-1.5bn.

This is based on a volume growth outlook for the global container market of about 4 per cent – previously 2-4 per cent – for full-year 2026, Maersk said.