Danaos Corp

DAC

Market cap $2.28B

Danaos Corporation (DAC) Q1 2026 Earnings Call Transcript

ATHENS, Greece, May 11, 2026 /PRNewswire/ -- Danaos Corporation ("Danaos") (NYSE: DAC), one of the world's largest independent owners of container vessels, today reported unaudited results for the three-month period ended March 31, 2026. Financial Summary Three Months Ended March 31, 2026 and Three Months Ended March 31, 2025 Unaudited ( Expressed in thousands of United States dollars, except as otherwise stated ) Three Months Ended Three Months Ended March 31, 2026 March 31, 2025 Financial & Operating Metrics Container Vessels Dry bulk Vessels Other Total Container Vessels Dry bulk Vessels Other Total Operating Revenues $229,550 $24,148 - $253,698 $236,190 $17,117 - $253,307 Voyage Income/(Expenses), excl.

ATHENS, Greece, May 4, 2026 /PRNewswire/ -- Danaos Corporation (NYSE: DAC), one of the world's largest independent owners of containerships, announced today that it will release its results for the first quarter ended March 31, 2026, after the close of the market in New York on Monday, May 11, 2026. The Company's management team will host a conference call to discuss the results on Tuesday, May 12, 2026 at 9:00 A.M.

Markets hate uncertainty, and right now there's plenty to go around. The outbreak of the U.S.-Iran conflict, following by Iranian retaliation against oil infrastructure across the Persian Gulf, has sent crude prices surging and shipping rates soaring to record levels.

ATHENS, Greece, March 2, 2026 /PRNewswire/ -- Danaos Corporation (NYSE: DAC), one of the world's largest independent owners of containerships, announced today that its Annual Report on Form 20-F for the year ended December 31, 2025 has been filed with the Securities and Exchange Commission and can be accessed on the company's website, www.danaos.com. Alternatively, shareholders may also request a hard copy of the complete audited financial statements, free of charge, by contacting the company using the contact details provided at the end of this press release.

Danaos Corporation remains a deep value play, boasting high profitability, strong earnings visibility, and a fortress balance sheet, despite a recent run-up. DAC's disciplined and opportunistic capital allocation would make Buffett proud, with a proven record of buying at cycle lows and focusing on immediately accretive transactions derisked through financing and chartering. Recent moves into dry bulk and the Alaska LNG partnership provide optionality and potential new earnings engines, while core containership operations remain resilient.

Danaos has surpassed $100/share, posting a record $266M quarter and boasting a $4.3B contracted revenue backlog. DAC's core containership business remains robust, with 100% of 2026 and 87% of 2027 operating days locked at high rates. The $50M Alaska LNG investment marks a strategic diversification but introduces operational risk and a capital allocation debate.

Shipping stocks are quietly staging a comeback — and the underlying supply-demand setup suggests this cycle may have staying power. The Baltic Dry Index, a key benchmark for global shipping rates, has risen more than 60% from its 2023 lows, according to Baltic Exchange data, signaling a significant recovery in global shipping demand.

Danaos Corporation (DAC) Q4 2025 Earnings Call Transcript

ATHENS, Greece, Feb. 9, 2026 /PRNewswire/ -- Danaos Corporation ("Danaos") (NYSE: DAC), one of the world's largest independent owners of container vessels, today reported unaudited results for the period ended December 31, 2025.  Financial Summary Three Months Ended December 31, 2025 and Three Months Ended December 31, 2024  Unaudited ( Expressed in thousands of United States dollars, except as otherwise stated ) Three Months Ended Three Months Ended December  3 1 , 2025 December 31 , 2024 Financial & Operating Metrics Container Vessels Drybulk Vessels Other Total ContainerVessels Drybulk Vessels Other Total Operating Revenues $240,695 $25,570 - $266,265 $237,510 $20,669 - $258,179 Voyage Expenses, excl.