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GSL · NYSE · Marine Shipping

Global Ship Lease (GSL)

Owns containerships and leases them to liner companies under fixed-rate time charters.

$44.45
vs last close−1.15 (−2.51%)
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Global Ship Lease, Inc.GSL
Industrials

Revenue comes from leasing mid-sized and smaller containerships to liner customers on fixed-rate time charters. Fleet expansion pairs acquisitions with attached charters, while older vessels are periodically sold.

Leases a fleet of mid-sized and smaller containerships to liner customers through fixed-rate time charters. Charterers listed for individual vessels include CMA CGM, Maersk, and ONE.

Created from a CMA CGM carve-out, the listed company was reshaped by the Poseidon Containers combination. It has expanded through purchases of vessels with attached charters and periodically sells older ships as part of fleet renewal.

Operations depend on charterer performance and re-chartering, vessel values, and debt or lease financing. Technomar and Conchart provide outside management, while cyclical container markets, regulation, and geopolitical disruptions shape chartering and fleet decisions.

Company facts

CEOThomas A. Lister
ListedAug 15, 2008
ExchangeNYSE
HeadquartersAthens, Greece
CountryUnited Kingdom
Employees7
CIK0001430725
ISINMHY271836006

Market cap$1.64B
EPS (ttm)$10.36
P/E (ttm)4.40
ROE20.9%
P/B0.8412
P/S2.12
Dividend yieldDiv yield5.48%
Beta0.79vs XLI −0.11

Price target$50.00+9.7%Average of 8 analysts
ConsensusBuy7 of 8 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 6, 2026JefferiesReiterate
Rating: —Target: $45
Rating: BuyTarget: $50
Apr 24, 2026JefferiesTarget
Target: $29
Target: $45

Next report
Nov 9, 26
in 48 days
EPS estimate
$2.46
Revenue estimate
$189.0M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$2.55$2.65$2.67$2.62$2.32$2.56$2.48Pending
Estimate$2.30$2.27$2.31$2.27$2.31$2.40$2.42$2.46
Surprise+10.9%+16.7%+15.6%+15.4%+0.4%+6.7%+2.5%—

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$182.4M$191.0M$191.9M$192.7M$190.9M$198.1M$198.7MPending
Estimate$171.2M$172.2M$177.8M$184.6M$188.4M$182.9M$186.9M$189.0M
Surprise+6.6%+10.9%+7.9%+4.4%+1.4%+8.3%+6.3%—
Estimate$2.46
ReportedDue Nov 9, 2026
Estimate$189.0M
ReportedDue Nov 9, 2026
View details

Debt to equity34.50%
Current ratio212.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$172.5M$181.4M$187.8M$188.5M$192.7M$190.9M$198.1M$192.3M
Net income$81.1M$92.6M$123.4M$95.4M$95.0M$102.6M$93.8M$91.7M
Net margin47.0%51.0%65.7%50.6%49.3%53.7%47.4%47.7%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$92.2M$96.0M$128.5M$101.8M$99.2M$87.7M$97.4M$87.4M
YoY growth−2.1%+21.8%+32.3%+8.4%+7.6%−8.6%−24.2%−14.1%

Balance sheet, Jun 30, 2026Cash & short-term investments $499.0M · Total debt $671.8M · Total assets $2.98B · Shareholders' equity $1.95B

Revenue
$192.3M
Operating income
$87.4M
Net income
$91.7M
View details

Dividend yield
5.48%
Next ex-date
Nov 21, 26
estimated · in 60 days
Annual dividend
$2.50
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.45$0.45$0.525$0.525$0.625$0.625$0.625$0.625
Annual yield3.71%7.41%7.35%6.55%6.34%5.87%6.31%5.70%
Ex-dateNov 22Feb 24May 23Aug 22Nov 21Feb 24May 22Aug 21
Payment dateDec 4Mar 6Jun 3Sep 4Dec 4Mar 6Jun 3Sep 3
View details

Institutions≈ 46.62%16.74M ADS
218 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders11.03%3.96M ADS
11 holders · as of Aug 28, 2026
Other≈ 42.35%15.21M ADS
remainder

35.91M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Georgios GiouroukosInsiderdirector, officer: Executive Chairman
10.15%3.65M ordinaryfiled Mar 16, 2026
Acadian Asset Management LLCInstitution
4.07%1.46M ADSas of Jun 30, 2026
Two Sigma Investments, LPInstitution
3.78%1.36M ADSas of Jun 30, 2026
Punch & Associates Investment Management, Inc.Institution
2.12%761,080 ADSas of Jun 30, 2026
Man Group PLCInstitution
2.10%752,640 ADSas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 27, 2026Anastasios Psaropoulosofficer: Chief Financial Officer−48,330$45.02
Aug 26, 2026Anastasios Psaropoulosofficer: Chief Financial Officer−1,670$45.03
Aug 26, 2026Thomas Arthur Listerofficer: Chief Executive Officer−30,000$44.26
Jul 14, 2026Yoram Neugeborndirector−3,000$41.13
Apr 7, 2026Georgios Giannopoulosofficer: Chief Compliance Officer−7,692$38.51
View details

  • Costamare

    Large public containership lessor with long-term fixed-rate charters

  • Danaos

    Large containership owner with fixed-rate liner charters

  • Euroseas

    Feeder and intermediate containership owner using charters and pools

Compare

CompanyPriceChange
Global Ship Lease$44.45−2.51%$1.64B4.44.72.1+3.6%
Costamare$14.73−2.42%$1.82B5.75.92.2−12.3%
Danaos$155.74−2.42%$2.91B5.45.72.8+4.7%
Euroseas$74.05−1.52%$530.5M3.94.62.3−1.3%
Median5.45.72.3−1.3%