CMA CGM reports Q2 revenue of US$15.7B amid geopolitical instability
Revenue from logistics activity amounted to US$5.0 billion, up 8.5% on the second quarter of 2025, supported by organic growth and scope effects.
GLOBAL – CMA CGM Group has reported solid results for the second quarter of 2026, with revenue reaching US$15.7 billion, up 19.2% year-over-year, demonstrating its adaptability and resilience amid continued geopolitical instability and market volatility.
EBITDA reached US$3.0 billion, up 31%, with an EBITDA margin of 19%, up 1.7 percentage points year-on-year. This improvement was driven by the shipping business, supported by favourable volume and improved freight rates.
In the second quarter of 2026, transported volumes reached 6.3 million TEUs, up 6% on the second quarter of 2025.
Strategic Vision and Network Adaptability
The second quarter was marked by a particularly volatile market environment, characterized by a surge in geopolitical conflicts, notably in the Middle East, and heightened macroeconomic uncertainty.
Rodolphe Saadé, Chairman and Chief Executive Officer of the CMA CGM Group, said: “Against a backdrop of continued geopolitical instability, the Group delivered solid results in the second quarter of 2026, driven by the performance of our shipping activities, the growth of our terminals and air cargo businesses, and the complementary strengths of our logistics operations. This performance reflects our strategy of expanding in key markets and investing in strategic assets. They once again demonstrate the strength of our model, our agility and our resilience.”
Maritime Performance and Decarbonization
Revenue from shipping activity amounted to US$10.0 billion, up 22% on the second quarter of 2025, mainly reflecting an average revenue per TEU of US$1,575, up 15.1% year on year.
The quarter was marked by the entry into service of the CMA CGM NOTRE DAME, the world’s largest LNG-powered containership, highlighting the Group’s commitment to accelerating maritime decarbonization.
Logistics and Other Activities
Revenue from logistics activity amounted to US$5.0 billion, up 8.5% on the second quarter of 2025, supported by organic growth and scope effects. In logistics, CEVA continued to expand its capabilities, strengthen its international network and enhance its range of services.
Meanwhile, revenue from other activities rose by 47.6% to US$1.5 billion, driven by scope effects and the strong performance of terminal and air cargo operations. EBITDA reached US$338 million, up 44.5% on the second quarter of 2025.
Lastly, the source illustrates a period of resilient profitability and continued infrastructure investment across key international markets, with the Group remaining prepared to navigate changes in its operating environment and to continue supporting its customers over the long term.
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