In the third quarter of 2026, the revenues of the Wallenius company Wilhelmsen reached a record 1.40 billion dollars, up +5.3% on the same period last year year, of which 1.08 billion generated by maritime transport of motor vehicles (+6.6%) and €274 million from related logistics services (+0,7%). The increase in operating costs was more marked, which were amounted to €988 million (+17.1%). The most significant increase in the significant among the items of expenditure is that for the purchase of the bunker which increased by +54.2% to a total of 293 million. The average cost of fuel per tonne was of $852 (+62.0%) and in the quarter the total volume of fuel consumed by the ships in the fleet was 344 thousand tons (+0.7%). Cost growth was also accentuated for the handling and transport of loads of 158 million (+23.4%).

The rise in costs more than offset the growth of revenues and determined a reduction in EBITDA compared to records recorded a year earlier, the value of which fell by -15.2% to €414 million (-15.2%). Operating profit was 240 million dollars (-25.7%), with a contribution of 230 million from ship activity (-22.6%) and €16 million from services logistics (+220.0). Net profit was €212 million dollars (-24.3%).

In the period July-September of this year, the fleet of cars Wallenius Wilhelmsen transported vehicles for a total of 13.2 million cubic metres compared to 13.6 million in the same period of 2025. Revenue per cubic meter transported was $64.4 (-1.5%). The Norwegian company announced that in the third quarter of 2026 world exports of cars remained substantially stable compared to the previous year. second quarter, but recorded an increase of +8% on a driven by the growth of Asian exports, which continue to shift trade flows from the East to the West. In particular, in the third quarter, exports Chinese light motor vehicle prices increased by +52% year-on-year and +12% compared to the previous quarter, exceeding one million units per month and consolidating the already record pace recorded in June. Wallenius Wilhelmsen explained that the Chinese manufacturers continued to gain market share at the outside China thanks to competitive pricing, fast cycle of product development and increasingly advanced technologies. The EU exports to Asia, on the other hand, fell by -18% on an annual basis, remaining substantially stable compared to the previous year. previous quarter, while those to the United States were remained almost unchanged on an annual basis, although recording a decrease of -3% compared to the previous quarter. Exports from The United States has declined by -16% since the beginning of the year compared to the same period in 2025, with a decrease of -10% in the third quarter compared to the previous quarter.

For Wallenius Wilhelmsen, one of the most important aspects of the of its third quarter concerns the strengthening of its ship investment program, which in October raised 300 million dollars through a capital increase intended for to finance the expansion of the fleet. Subsequently, it was signed an agreement with China Merchants Jinling Shipyard for the construction of four new PCTC ships to be delivered by mid- 2030, with options for an additional eight units starting in 2031 ( of 28 October 2026). The total planned investment reaches about $1.5 billion.