Maersk Lifts 2025 Outlook Amid Global Trade Shifts

Maersk has raised its full-year 2025 earnings and global container demand outlooks after stronger-than-expected second-quarter results, now forecasting container market growth of 2% to 4%, up from an earlier estimate of -1% to 4%. The company reported second-quarter EBITDA of $2.3 billion, exceeding analyst expectations, and increased its core profit guidance to $8–$9.5 billion. Robust import growth in Europe, Latin America, West-Central Asia, and Africa—largely fueled by a manufacturing surge in China—helped offset a contraction in U.S. imports. Maersk continues to face uncertainties from evolving tariffs, geopolitical tensions, and ongoing Red Sea disruptions, which are expected to persist through the year. The company noted that new U.S. tariffs and shifting global supply chains add complexity to the trade landscape. Despite these challenges, Maersk remains optimistic about market demand outside North America.