ZIM Integrated Shipping's fourth-quarter performance exceeded expectations, with strong revenue performance

Haifa, Israel - On Monday, ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) announced its fourth-quarter results exceeded analyst expectations, with adjusted earnings per share of $0.32, compared to a market consensus of -$0.99. Revenue for the quarter reached $1.48 billion, surpassing analyst estimates of $1.45 billion, but down 32% year-over-year from $2.17 billion in Q4 2024.

Following the earnings release, the company’s stock dipped slightly by 0.04% in pre-market trading, reflecting a relatively muted market reaction to the strong performance.

The revenue decline was mainly due to a 29% drop in average freight rates to $1,333 per standard container and a 9% decrease in shipping volume to 898,000 TEUs.

Net profit for the quarter totaled $38 million, down from $563 million in the same period last year. The quarter included a $137 million non-cash impairment reversal.

For the full year 2025, ZIM’s revenue is projected at $6.9 billion, an 18% decrease from 2024’s $21.5 billion. Net profit is expected to be $481 million, with an adjusted EBITDA of $2.17 billion and an operating margin of 31%. Adjusted EBIT is forecasted at $885 million, with a profit margin of 13%.

CEO Eli Glickman stated, “We achieved strong operational and financial performance in 2025, with adjusted EBITDA and EBIT at the upper end of our guidance.”

The company announced a fourth-quarter dividend of $0.88 per share, bringing the total annual dividend for 2025 to $1.99 per share, approximately 50% of the full-year net profit.

ZIM is soon to merge with Hapag-Lloyd, a deal announced in February 2026, with an acquisition price of $35.00 per share in cash.

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