Orient Overseas (International) (0316) Q2 2026 earnings summary

Executive summary

• Liner revenue for Q2 2026 rose 19.8% year-over-year to $2,537.0 million, with total liftings up 8.8%.

• Overall average liner revenue per TEU increased by 10.1% compared to Q2 2025.

• For the first half of 2026, liner revenue grew 5.5% and total liftings increased 5.2% year-over-year.

Financial highlights

• Q2 2026 total liftings reached 2,135,174 TEU, up 8.8% from Q2 2025.

• Q2 2026 liner revenue was $2,536.99 million, up 19.8% year-over-year.

• 1H 2026 liner revenue totaled $4,675.37 million, a 5.5% increase from 1H 2025.

• 1H 2026 total liftings were 4,131,826 TEU, up 5.2% year-over-year.

Outlook and guidance

• Performance remains dependent on costs and expenses, with caution advised for future quarters.