Global Ship Lease Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-6.8%projected annual EPS growth
Analyst Coverage
3analysts covering
FY Revenue (est.)
$769.2Mnext fiscal year
FY EPS (est.)
$9.89next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 13 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Contracted Revenue Backlog Quarterly2.1BTarget: Maintain above $1.5 billion to ensure multi-year cash flow visibility
Charter Coverage (Current Year) Quarterly1.0
Charter Coverage (Next Year) Quarterly0.9
Fleet Utilization Rate Quarterly9,820.0%
Average Daily Vessel Breakeven Rate Quarterly9.8KTarget: Keep below $10,000 per day to preserve high margins
Watch Items
- Global Containership Supply Growth (2026 Supply Glut)Trigger: Scheduled global deliveries exceeding 2.1 million TEUs (8-10% capacity expansion)Action: Monitor cascading effects where ultra-large vessels push older ships into regional routes, potentially depressing charter renewal rates for GSL's mid-sized fleet.
- Fleet Age Profile and Modernization CAPEXTrigger: Average fleet age exceeding 18.2 years weighted by capacityAction: Track execution of the $900+ million investment in 10 newbuilding mid-sized vessels scheduled for delivery between Q4 2028 and Q1 2030 to ensure timely fleet rejuvenation.
- Deleveraging and Cash ReservesTrigger: Gross debt rising significantly above cash position (currently near net-zero debt with $655M cash vs $657.8M gross debt)Action: Review capital allocation to ensure debt reduction priorities are maintained alongside the $2.50 per share annualized dividend.
Research as of 19 Jun 2026