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ZIM to Report Q2 Earnings: What's in the Offing for the Stock?

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Key Takeaways

  • ZIM is expected to post a Q2 loss of 10 cents per share on revenues of $1.63 billion.
  • Lower freight rates and carried volume are expected to weigh on ZIM's second-quarter revenues.
  • Higher fuel & labor costs may pressure ZIM's margins, while fleet expansion could offer support.

ZIM Integrated Shipping Services (ZIM - Free Report) is set to report second-quarter 2026 results on Aug. 19, before the market opens.  

The Zacks Consensus Estimate for the to-be-reported quarter has narrowed to a loss of 10 cents per share over the past 60 days. The consensus mark indicates a decrease of more than 100% year over year. Currently, the Zacks Consensus Estimate for quarterly revenues is pegged at $1.63 billion, indicating a year-over-year decrease of 0.58%.

For 2026, the Zacks Consensus Estimate for ZIM’s revenues is pegged at $7.05 billion, implying a rise of 2.1% year over year. The consensus mark for 2026 earnings per share (EPS) is pegged at $3.15, indicating a 2.27% increase on a year over year basis.

In the trailing four quarters, this shipping company’s earnings surpassed the Zacks Consensus Estimate in one of the trailing four quarters and missed the mark in the remaining. The average miss was 77.74%

Let’s see how things are likely to have shaped up for ZIM this earnings season.

Factors Likely to Have Influenced ZIM’s Q2 Performance

We expect ZIM’s bottom-line performance in the to-be-reported quarter to have been significantly impacted by persistent macroeconomic uncertainty, affecting customer demand and shipment volumes.

Elevated voyage operating costs are expected to have weighed on the company’s performance, while higher fuel expenses and increased labor costs may have further pressured margins.

On the revenue front, lower freight rates and a decline in carried volume are expected to have weighed on the to-be-reported quarter. However, continued fleet expansion initiatives are likely to have provided some support to overall performance.

What Our Model Says About ZIM

Our proven model does not predict an earnings beat for ZIM Integrated Shipping Services this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

ZIM has an Earnings ESP of 0.00% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Highlights of ZIM’s Q1 Results

ZIM reported first-quarter 2026 loss per share of 72 cents, which was wider than the Zacks Consensus Estimate loss of 22 cents. In the year-ago reported quarter, ZIM reported EPS of $2.45.

Revenues of $1.39 billion missed the Zacks Consensus Estimate of $1.59 billion and declined 30.4% from the year-ago quarter. This was due to a decrease in freight rates and carried volume.

Q2 Performances of Other Transportation Companies

Westinghouse Air Brake Technologies (WAB - Free Report) , operating as Wabtec Corporation, reported encouraging second-quarter 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate and increased year over year.

Quarterly adjusted earnings of $2.76 per share beat the Zacks Consensus Estimate of $2.63 by 4.9% and increased 21.6% year over year, owing to higher sales and operating margin expansion.

Revenues climbed 17.5% to $3.18 billion and surpassed the consensus mark of $3.08 billion by 3.2%.

United Airlines Holdings, Inc. (UAL - Free Report)  reported second-quarter 2026 adjusted earnings of $1.99 per share, down 48.6% year over year but above the Zacks Consensus Estimate of $1.92 by 3.7%.

Operating revenues rose 16% to $17.67 billion and were essentially in line with the $17.68 billion consensus mark. A 12.1% increase in total revenues per available seat mile or TRASM, and broad-based gains across premium, loyalty and cargo revenues, supported the top line despite sharply higher fuel costs.

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