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Wallenius Wilhelmsen (WAWI) investor relations material
Wallenius Wilhelmsen Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Adjusted EBITDA for Q3 2025 was USD 471m, stable quarter-on-quarter, with strong demand for ocean transportation from Asia and continued robust business performance despite market challenges.
Opened three new Vehicle Processing Centers in Australia, supporting growth with a major Asian OEM contract.
Reported a USD 16m gain from a vessel sale, with additional vessel sales contributing to capital efficiency.
Facing new US port fees for foreign-built RoRo vessels, with potential financial impact of up to USD 100m in Q4 2025 and ongoing exposure into 2026; mitigation and customer recovery efforts are underway.
Net profit for Q3 2025 was USD 280m, down from Q2 due to one-time gains, but up from Q3 2024.
Financial highlights
Q3 2025 revenue was USD 1,331m, down 1% quarter-on-quarter and 1.6% year-over-year, mainly due to the sale of the MIRRAT Terminal.
Adjusted EBITDA was USD 471m, stable quarter-on-quarter and down 6.4% year-over-year; adjusted EBITDA margin was 35%.
Net profit at USD 280m; adjusted net profit USD 263m, slightly down from previous quarter due to higher tax expense.
Operating cash flow reached USD 482m, with a cash conversion ratio of 102%.
Cash and cash equivalents at quarter end were USD 1,079m, down 21% from the previous quarter, mainly due to a USD 465m dividend payment.
Outlook and guidance
Adjusted EBITDA for Q4 2025 is expected to be in line with Q3 2025, before considering the impact of new US port fees.
US port fees for RoRo vessels are anticipated to have a financial impact of approximately USD 100m in Q4 2025, with ongoing exposure into 2026.
High utilization and strong demand are expected into 2026, supported by a robust contract book.
Further guidance pending clarity on US port fee impacts.
US port fees: mitigation and customer recovery
Trade imbalance: operational and cost impact
EEOI target deviation: causes and strategy
USTR port fees: effective mitigation strategies
Capitalizing on China's tech-led export growth
Vessel purchase options: strategy and value
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Next Wallenius Wilhelmsen earnings date
Q4 202512 Feb, 2026
Next Wallenius Wilhelmsen earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
Wallenius Wilhelmsen's services include transporting cargo including cars, trucks, buses, rolling stock, construction equipment, and agricultural tractors and their attachments; operating car terminals; repairing and refurbishing ships; and transporting industrial products, farm machinery, forest products, project-related cargoes and conventional break bulk. Wallenius Wilhelmsen also offers other customer-specific solutions. The company was founded in 1861 and is headquartered in Lysaker, Norway.
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