What were the key takeaways from Costamare’s earnings call?

What is the market's earnings forecast for Costamare next quarter?

What guidance did Costamare's management provide for the next earnings period?

What is Costamare's latest dividend and current dividend yield?

What does Costamare do and what are its main business segments?

What is the revenue and EPS growth rate for Costamare year over year?

What is Costamare's gross profit margin?

What were the key takeaways from Costamare's earnings call?

- **Financial Resilience**: $99M net income, 100% fleet deployment, and $650M leasing investments.
- **Growth Strategy**: 6 newbuilds, 6,500 TEU acquisition, and $180M leasing expansion.
- **Market Strength**: <1% idle fleet, stable charter rates, and geopolitical risk mitigation.

**【CFO Financial Highlights】**
- Q3 2025 net income of $99 million, with adjusted EPS of $0.81.
- 100% fleet deployment for 2025, 80% for 2026, and $2.6 billion in contracted revenues.
- Secured $650 million in leasing investments through Neptune Maritime Leasing.

**【Strategic Fleet Expansion】**
- Ordered 6 newbuild 3,100 TEU vessels, with 2 additional options exercised for Q1 2028 delivery.
- Acquired 6,500 TEU vessel with Maersk leaseback, and $180 million in leasing platform growth.

**【Market Insights】**
- Global container demand resilient despite U.S.-China trade tensions; idle fleet <1%.
- Cost control maintained with $560 million liquidity and no major debt maturities till 2027.

Costamare Inc. (CMRE) Q3 2025 Earnings Call Transcript

Voyage

Income From Investments in Leaseback Vessels

Voyage - Related Parties

CMRE

CMRE fundamentals

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