Vincent Clerc
CEO
Replay available
A.P Moller - Maersk A/S (AMKBY) Q2 2025 Earnings Call
A.P Moller - Maersk A/S (OTC: AMKBY) Q2 2025 earnings conference call, held 2025-08-07. Replay captured from the company's public earnings webcast.
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Patrick Yanni
CFO
Alexia Dugani
JP Morgan Analyst
Christiane Gordyksen
SEB Analyst
Alex Irving
Bernstein Analyst
Lars Handel
Danske Bank Analyst
Ulrich Back
Danske Bank Analyst
Jacob Blacks
Wolf of Research Analyst
Investor webinar replay
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Replay transcript excerpt
WEBVTT 00:00:01.840 -- 00:00:06.540 Welcome everyone and thank you for joining us on this earnings call today as we present 00:00:06.540 -- 00:00:11.660 our second quarter results for 2025. My name is Vincent Clerc, I'm the CEO of AP Mollermersk 00:00:11.660 -- 00:00:16.340 and with me in the room today is our CFO, Patrick Yanni. 00:00:17.660 -- 00:00:22.400 As usual, we start with the highlights from the quarter that just passed. 00:00:22.400 -- 00:00:27.400 In the second quarter of 2025, we demonstrated strong financial performance in 00:00:27.400 -- 00:00:30.060 a volatile external environment. 00:00:30.060 -- 00:00:35.360 We delivered EBITDA of 2.3 billion dollars and an EBIT of 845 million 00:00:35.360 -- 00:00:40.360 dollars driven by strong execution across all our businesses. 00:00:40.360 -- 00:00:45.020 This happened against the backdrop of a historically uncertain external environment which 00:00:45.020 -- 00:00:49.800 materialized already towards the start of the quarter as we discussed at our earnings 00:00:49.800 -- 00:00:54.840 call in May. The geopolitical volatility and low visibility into 00:00:54.840 -- 00:00:59.720 macroeconomic factors that we experienced this quarter were unprecedented. 00:00:59.720 -- 00:01:04.140 Nevertheless, in each of our business segments we have performed well. 00:01:04.140 -- 00:01:08.360 In logistics and services, we carried on with our progress delivering an EBIT margin 00:01:08.360 -- 00:01:09.980 of .8% 00:01:09.980 -- 00:01:14.980 towards our own targets of 6%. This reflects continuous 00:01:14.980 -- 00:01:19.500 improvements in relation to previous years and previous quarter. 00:01:19.500 -- 00:01:24.500 In Ocean, we successfully completed our transition to Gemini on our 00:01:24.500 -- 00:01:29.120 East-West netwo...