AP Moller-Maersk adjusts outlook as visibility stays low
AP Moller-Maersk has nudged its target price and earnings estimates after a solid Q3, reflecting stronger 2025 guidance, Red Sea disruption effects and continued share buybacks, while warning that volatile freight rates and macro uncertainty still cap valuation upside.
Published on 11/17/2025
at 09:33 am GMT
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A.P. Møller - Mærsk A/S is the world's leading maritime transport company. The group's activity is organized around two sectors:
- maritime freight transport : at the end of 2025, operated a fleet of over 721 vessels (container vessels, tugs, supply vessels, gas carriers, and other specialized transporters). The group also offers logistical services;
- other: primarily activities related to shipyard construction, factory management (plastic and rubber products), and business holdings.
Net sales are distributed geographically as follows: Denmark (1.1%), United States (21.8%), China and Hong Kong (4.8%), Netherlands (3.9%), United Kingdom (3.5%), Germany (2.9%), Brazil (2.8%), Spain (2.6%), Mexico (2.5%), India (2.4%), Singapore (2%), Australia (1.7%), Costa Rica (0.8%), Morocco (0.8%), Egypt (0.8%) and others (45.6%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
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Global
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This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite) and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be carried out. We recommend that you carefully review the associated descriptions.
Quality
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ESG MSCI
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The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.