Q4 guidance of USD ~421m (-6% vs. ARCe, -3% vs. Cons.)Excludes USD 22m in USTR port fees, but we expect this to be recovered2026 EBITDA guidance of USD 1.65-1.75bnMid-point -3% below ARCe (USD 1,752m) and 2% above Cons. (USD 1,659m)Q4 miss to weigh on the stock today
15 Dec 2025
Arctic FLASH: Wallenius Wilhelmsen - Soft Q4/25 but 2026 guidance in line
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Arctic FLASH: Wallenius Wilhelmsen - Soft Q4/25 but 2026 guidance in line
- Published:
15 Dec 2025 -
Author:
Kristoffer Barth Skeie | Lars Moen Eide -
Pages:
11 -
Q4 guidance of USD ~421m (-6% vs. ARCe, -3% vs. Cons.)Excludes USD 22m in USTR port fees, but we expect this to be recovered2026 EBITDA guidance of USD 1.65-1.75bnMid-point -3% below ARCe (USD 1,752m) and 2% above Cons. (USD 1,659m)Q4 miss to weigh on the stock today